| Core Alternative Capital | 140 | $11.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 133 | $10.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 128 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 124 | $9.96K | 0.00% | +124 | New |
| Bell Investment Advisors, Inc | 111 | $8.92K | 0.00% | +33+42.3% | Added |
| DT Investment Partners, LLC | 100 | $8.03K | 0.00% | +100 | New |
| Community Bank, N.A. | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $8.00K | 0.07% | −100−50.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 90 | $7.23K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 88 | $7.07K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 86 | $6.91K | 0.01% | +86 | New |
| Earnest Partners LLC | 73 | $5.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $5.70K | 0.00% | +20+39.2% | Added |
| Brown Brothers Harriman & Co | 68 | $5.46K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 66 | $5.30K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $4.18K | 0.00% | −1−1.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 50 | $4.02K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $4.00K | 0.00% | −3−6.5% | Reduced |
| Baker Avenue Asset Management, LP | 41 | $3.29K | 0.00% | +41 | New |
| Harbor Investment Advisory, LLC | 40 | $3.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 39 | $3.13K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 38 | $3.05K | 0.00% | +38 | New |
| Byrne Asset Management LLC | 35 | $2.81K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $2.49K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 29 | $2.33K | 0.00% | +4+16.0% | Added |
| Private Trust Co NA | 23 | $2.00K | 0.00% | +9+64.3% | Added |
| Baystate Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | +26 | New |
| Old North State Trust, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Horan Securities, Inc. | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $1.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $1.77K | 0.00% | −1−4.3% | Reduced |
| SJS Investment Consulting Inc. | 22 | $1.77K | 0.00% | −3−12.0% | Reduced |
| Colonial Trust Advisors | 22 | $1.77K | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 19 | $1.53K | 0.00% | +19 | New |
| Grey Fox Wealth Advisors, LLC | 18 | $1.45K | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Eagle Bay Advisors LLC | 12 | $964 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $803 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $803 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 9 | $723 | 0.00% | +9 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $402 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 5 | $402 | 0.00% | +5 | New |
| Accurate Wealth Management, LLC | 5 | $398 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 4 | $321 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $318 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $241 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $161 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Penserra Capital Management LLC | 12 | $0 | 0.00% | +12 | New |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Capital International Investors | 0 | $0 | 0.00% | −1,317,886−100.0% | Sold out |
| Camber Capital Management LP | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −228,109−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −227,851−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −125,795−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −40,450−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −28,935−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −28,522−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −28,283−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,924−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −25,255−100.0% | Sold out |
| Ally Bridge Group (NY) LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,982−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −20,176−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,054−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −18,777−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −18,755−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −17,253−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,872−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,637−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,124−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −7,353−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −10,265−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,617−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,442−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,849−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |