| Covestor Ltd | 17 | $11.0K | 0.02% | +17 | New |
| Private Capital Group, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $10.0K | 0.00% | +15 | New |
| Snowden Capital Advisors LLC | 17 | $10.0K | 0.00% | +17 | New |
| Confluence Wealth Services, Inc. | 17 | $10.0K | 0.00% | +17 | New |
| South State Corp. | 14 | $9.00K | 0.00% | +14 | New |
| Ellis Investment Partners, LLC | 13 | $8.00K | 0.00% | −34−72.3% | Reduced |
| Trustcore Financial Services, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $7.00K | 0.00% | +8+266.7% | Added |
| Delos Wealth Advisors, LLC | 11 | $7.00K | 0.01% | +11 | New |
| Raffa Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 9 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $5.00K | 0.00% | +8 | New |
| Amplius Wealth Advisors, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 6 | $4.00K | 0.00% | −5−45.5% | Reduced |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $4.00K | 0.00% | +7 | New |
| RE Dickinson Investment Advisors, LLC | 7 | $4.00K | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $3.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | +5 | New |
| Zullo Investment Group, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 3 | $2.00K | 0.00% | −3−50.0% | Reduced |
| Creative Financial Designs Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3 | $2.00K | 0.00% | +2+200.0% | Added |
| Harvest Group Wealth Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Ahrens Investment Partners LLC | 3 | $2.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $1.91K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Bedel Financial Consulting, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| Schubert & Co | 2 | $1.00K | 0.00% | +2 | New |
| Tyler-Stone Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Lazard Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −1,757,245−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −784,342−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −101,513−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −42,507−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −27,029−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −21,341−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −12,567−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −12,141−100.0% | Sold out |
| Manor Road Capital Partners, LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Eos Focused Equity Management, L.P. | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −3,202−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| University of Notre Dame du Lac | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −388−100.0% | Sold out |