| Core Alternative Capital | 308 | $25.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 263 | $25.0K | 0.01% | −1−0.4% | Reduced |
| Larson Financial Group LLC | 300 | $24.0K | 0.00% | +300 | New |
| Optimum Investment Advisors | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 280 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 224 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 260 | $21.0K | 0.01% | +260 | New |
| Glen Eagle Advisors, LLC | 260 | $20.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 253 | $20.0K | 0.00% | +45+21.6% | Added |
| Pinnacle Bancorp, Inc. | 241 | $19.0K | 0.01% | −47−16.3% | Reduced |
| Washington Trust Advisors, Inc. | 228 | $18.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 224 | $18.0K | 0.00% | +71+46.4% | Added |
| Whittier Trust Co of Nevada Inc | 212 | $17.0K | 0.00% | −628−74.8% | Reduced |
| Atlas Capital Advisors LLC | 200 | $16.1K | 0.00% | −244−55.0% | Reduced |
| Acima Private Wealth, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 192 | $15.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 185 | $15.0K | 0.00% | +77+71.3% | Added |
| Whittier Trust Co | 180 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 172 | $14.0K | 0.01% | −3−1.7% | Reduced |
| Riverview Trust Co | 165 | $13.0K | 0.01% | +165 | New |
| Smithfield Trust Co | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 147 | $12.0K | 0.00% | +55+59.8% | Added |
| Eagle Bay Advisors LLC | 136 | $11.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 132 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 140 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 113 | $9.00K | 0.00% | −7−5.8% | Reduced |
| Bell Investment Advisors, Inc | 107 | $9.00K | 0.00% | −19−15.1% | Reduced |
| New Millennium Group LLC | 100 | $8.00K | 0.01% | −4−3.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 96 | $7.73K | 0.00% | +96 | New |
| Capital Analysts, LLC | 89 | $7.00K | 0.00% | −603−87.1% | Reduced |
| Aspire Private Capital, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 88 | $7.00K | 0.00% | +66+300.0% | Added |
| Financial Management Professionals, Inc. | 84 | $7.00K | 0.00% | +64+320.0% | Added |
| Raffa Wealth Management, LLC | 76 | $6.12K | 0.00% | −12−13.6% | Reduced |
| McIlrath & Eck, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 70 | $6.00K | 0.00% | +70 | New |
| West Paces Advisors Inc. | 72 | $5.80K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 61 | $5.00K | 0.00% | +9+17.3% | Added |
| Pittenger & Anderson Inc | 61 | $5.00K | 0.00% | +25+69.4% | Added |
| JFS Wealth Advisors, LLC | 62 | $5.00K | 0.00% | +27+77.1% | Added |
| Osterweis Capital Management Inc | 60 | $5.00K | 0.00% | +60 | New |
| Standard Family Office LLC | 68 | $5.00K | 0.00% | +68 | New |
| Wagner Wealth Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 49 | $4.00K | 0.00% | +5+11.4% | Added |
| Bartlett & Co. Wealth Management LLC | 44 | $3.54K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $3.00K | 0.00% | −230−87.1% | Reduced |
| Harbour Investments, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 36 | $3.00K | 0.00% | +36 | New |
| Rock Creek Group, LP | 27 | $2.00K | 0.00% | −37−57.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 20 | $2.00K | 0.00% | −17−45.9% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | +8+38.1% | Added |
| Horan Securities, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 22 | $2.00K | 0.00% | +22 | New |
| Bellwether Advisors, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Highline Wealth Partners LLC | 14 | $1.13K | 0.00% | +14 | New |
| Sargent Bickham Lagudis LLC | 12 | $1.00K | 0.00% | −12−50.0% | Reduced |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| State of Wyoming | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Schubert & Co | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| First Financial Corp | 12 | $1.00K | 0.00% | +12 | New |
| Community Bank, N.A. | 12 | $1.00K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 9 | $1.00K | 0.00% | +9 | New |
| TFC Financial Management | 7 | $1.00K | 0.00% | +7 | New |
| Beacon Capital Management, LLC | 16 | $1.00K | 0.00% | +12+300.0% | Added |
| Macroview Investment Management LLC | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| WestEnd Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $0 | 0.00% | +4 | New |
| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| American National Bank | 20 | – | – | +20 | New |
| Westside Investment Management, Inc. | 880 | – | – | +620+238.5% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −791,520−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −498,311−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −297,382−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −256,279−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −200,226−100.0% | Sold out |