| PYA Waltman Capital, LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 38 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $11.0K | 0.01% | +1+2.9% | Added |
| Venture Visionary Partners LLC | 36 | $10.8K | 0.00% | +36 | New |
| Oxler Private Wealth LLC | 35 | $10.5K | 0.01% | +35 | New |
| Earnest Partners LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $10.0K | 0.00% | +32 | New |
| Brewin Dolphin Wealth Management Ltd | 30 | $9.00K | 0.00% | −75−71.4% | Reduced |
| Lindbrook Capital, LLC | 29 | $9.00K | 0.00% | −15−34.1% | Reduced |
| Umb Bank N A | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $9.00K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $9.00K | 0.00% | +5+20.0% | Added |
| Lee Financial Co | 29 | $9.00K | 0.00% | +8+38.1% | Added |
| Crewe Advisors LLC | 29 | $9.00K | 0.00% | +29 | New |
| Ronald Blue Trust, Inc. | 18 | $9.00K | 0.00% | +18 | New |
| Hantz Financial Services, Inc. | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $7.00K | 0.00% | +2+9.1% | Added |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | +4+20.0% | Added |
| Rocky Mountain Advisers, LLC | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $6.00K | 0.00% | +10+100.0% | Added |
| CoreCap Advisors, LLC | 21 | $6.00K | 0.00% | +21 | New |
| Concord Wealth Partners | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $5.00K | 0.00% | +9+112.5% | Added |
| Coston, McIsaac & Partners | 15 | $5.00K | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 12 | $4.00K | 0.00% | −48−80.0% | Reduced |
| Vigilant Capital Management, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $4.00K | 0.00% | −1−6.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 12 | $4.00K | 0.00% | +3+33.3% | Added |
| Trust Co of Vermont | 14 | $4.00K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 12 | $4.00K | 0.00% | +12 | New |
| O'Dell Group, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Money Concepts Capital Corp | 8 | $3.00K | 0.00% | −23−74.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 9 | $3.00K | 0.00% | −5−35.7% | Reduced |
| Creative Financial Designs Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| Private Trust Co NA | 9 | $3.00K | 0.00% | +9 | New |
| Heritage Financial Services, LLC | 11 | $3.00K | 0.00% | +11 | New |
| West Paces Advisors Inc. | 9 | $2.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $2.00K | 0.00% | −23−74.2% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $2.00K | 0.00% | −6−54.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $2.00K | 0.00% | −3−37.5% | Reduced |
| Ci Investments Inc. | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Surevest, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Total Clarity Wealth Management, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 6 | $1.80K | 0.00% | −3−33.3% | Reduced |
| Stephens Consulting, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3 | $1.00K | 0.00% | −119−97.5% | Reduced |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | −10−76.9% | Reduced |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $1.00K | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| FinTrust Capital Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Tfo-TDC, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | +2 | New |
| Steward Financial Group LLC | 6 | $1.00K | 0.00% | +6 | New |
| Tilia Fiduciary Partners, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 2 | $601 | 0.00% | +2 | New |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −446,951−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −39,550−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| AO Asset Management, LP | 0 | $0 | 0.00% | −29,216−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −24,423−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −20,270−100.0% | Sold out |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −11,789−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |