| Core Alternative Capital | 33 | $7.52K | 0.00% | −2−5.7% | Reduced |
| Bell Investment Advisors, Inc | 32 | $7.27K | 0.00% | −2−5.9% | Reduced |
| Tyler-Stone Wealth Management | 31 | $7.05K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 30 | $6.89K | 0.00% | +30 | New |
| First United Bank Trust | 30 | $6.82K | 0.00% | +30 | New |
| Trifecta Capital Advisors, LLC | 27 | $6.14K | 0.00% | +27 | New |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $5.91K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $5.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $5.68K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 25 | $5.68K | 0.00% | +1+4.2% | Added |
| Jones Financial Companies LLLP | 24 | $5.46K | 0.00% | +16+200.0% | Added |
| WealthCollab, LLC | 22 | $5.00K | 0.00% | +22 | New |
| Arlington Partners LLC | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $4.55K | 0.00% | +14+233.3% | Added |
| Rothschild Investment LLC | 20 | $4.55K | 0.00% | +20 | New |
| Cetera Trust Company, N.A | 20 | $4.55K | 0.00% | +20 | New |
| RFP Financial Group LLC | 19 | $4.32K | 0.00% | −29−60.4% | Reduced |
| Lee Financial Co | 19 | $4.32K | 0.00% | +11+137.5% | Added |
| EdgeRock Capital LLC | 19 | $4.21K | 0.00% | +19 | New |
| Strategic Investment Solutions, Inc. | 18 | $4.09K | 0.00% | −1,116−98.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 18 | $4.09K | 0.00% | +18 | New |
| Provenance Wealth Advisors, LLC | 18 | $4.09K | 0.00% | +18 | New |
| Rocky Mountain Advisers, LLC | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 15 | $3.41K | 0.00% | +15 | New |
| Sugarloaf Wealth Management, LLC | 14 | $3.18K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $2.95K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.73K | 0.00% | +3+33.3% | Added |
| C M Bidwell & Associates Ltd | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10 | $2.33K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $2.27K | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $2.27K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 9 | $2.05K | 0.00% | +9 | New |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.42K | 0.00% | +6 | New |
| Chilton Capital Management LLC | 6 | $1.36K | 0.00% | +6 | New |
| Venturi Wealth Management, LLC | 6 | $1.36K | 0.00% | +6 | New |
| Planning Capital Management Corp | 6 | $1.36K | 0.00% | +6 | New |
| CVA Family Office, LLC | 5 | $1.14K | 0.00% | +5 | New |
| Plato Investment Management Ltd | 5 | $1.14K | 0.00% | +5 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Long Island Wealth Management, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 4 | $930 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $909 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $908 | 0.00% | +4 | New |
| Sanctuary Wealth Management, L.L.C. | 3 | $682 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $682 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 2 | $460 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $455 | 0.00% | −1−33.3% | Reduced |
| ClariVest Asset Management LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $409 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −418,995−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −75,384−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −49,289−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −43,384−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −27,075−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −12,322−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,909−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −11,767−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,874−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,709−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −7,267−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,162−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Cheyne Capital Management (UK) LLP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Somerville Kurt F | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| WESPAC Advisors SoCal, LLC | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Trellis Advisors, LLC | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |