| Core Alternative Capital | 49 | $11.4K | 0.00% | +2+4.3% | Added |
| GHP Investment Advisors, Inc. | 49 | $11.3K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $10.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $10.4K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 41 | $9.50K | 0.01% | +29+241.7% | Added |
| NVWM, LLC | 40 | $9.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $9.27K | 0.00% | +40 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $8.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $8.11K | 0.00% | −16−31.4% | Reduced |
| Smithfield Trust Co | 41 | $8.00K | 0.00% | −16−28.1% | Reduced |
| GW&K Investment Management, LLC | 33 | $8.00K | 0.00% | +32+3,200.0% | Added |
| Quarry LP | 33 | $7.65K | 0.00% | −195−85.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 33 | $7.65K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $7.65K | 0.00% | +9+37.5% | Added |
| MV Capital Management, Inc. | 32 | $7.42K | 0.00% | −3−8.6% | Reduced |
| Barrett & Company, Inc. | 30 | $7.05K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 29 | $7.00K | 0.00% | −6−17.1% | Reduced |
| McIlrath & Eck, LLC | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 28 | $6.49K | 0.00% | +28 | New |
| Itau Unibanco Holding S.A. | 25 | $5.79K | 0.00% | −307−92.5% | Reduced |
| Harbour Investments, Inc. | 25 | $5.79K | 0.00% | −22−46.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $5.79K | 0.00% | +2+8.7% | Added |
| Beacon Capital Management, LLC | 24 | $5.56K | 0.00% | +6+33.3% | Added |
| Carolinas Wealth Consulting LLC | 23 | $5.25K | 0.00% | −22−48.9% | Reduced |
| Eagle Bay Advisors LLC | 22 | $5.10K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $4.87K | 0.00% | −62−74.7% | Reduced |
| Anchor Investment Management, LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $4.63K | 0.00% | +1+5.3% | Added |
| Cary Street Partner Investment Advisory LLC | 19 | $4.40K | 0.00% | −15−44.1% | Reduced |
| Investors Research Corp | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 19 | $4.40K | 0.00% | +19 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $3.94K | 0.00% | −28−62.2% | Reduced |
| AdvisorNet Financial, Inc | 16 | $3.71K | 0.00% | −20−55.6% | Reduced |
| Column Capital Advisors, LLC | 16 | $3.71K | 0.00% | −2−11.1% | Reduced |
| Washington Trust Co | 13 | $3.01K | 0.00% | −1−7.1% | Reduced |
| Kelly Financial Services LLC | 13 | $3.01K | 0.00% | +13 | New |
| Abound Wealth Management | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 10 | $2.32K | 0.00% | −10,430−99.9% | Reduced |
| Bellevue Asset Management, LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $2.09K | 0.00% | −53−85.5% | Reduced |
| TFC Financial Management | 9 | $2.09K | 0.00% | +7+350.0% | Added |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +5 | New |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.16K | 0.00% | −4−44.4% | Reduced |
| Pinnacle Financial Partners Inc | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.16K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $1.00K | 0.00% | +3 | New |
| Safeguard Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Focused Wealth Management, Inc | 4 | $947 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $940 | 0.00% | +4 | New |
| Moisand Fitzgerald Tamayo, LLC | 4 | $928 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $927 | 0.00% | −9−69.2% | Reduced |
| Whittier Trust Co | 4 | $927 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $927 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3 | $696 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $695 | 0.00% | +3 | New |
| RFP Financial Group LLC | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2 | $464 | 0.00% | +2 | New |
| Colonial Trust Advisors | 1 | $232 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −153,592−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −62,359−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Zeno Research, LLC | 0 | $0 | 0.00% | −27,966−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −23,907−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −17,209−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,387−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −13,439−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,487−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −7,155−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −6,863−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −6,628−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,287−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |