| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 66 | $6.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 57 | $5.92K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 57 | $5.25K | 0.00% | +47+470.0% | Added |
| Fortitude Family Office, LLC | 50 | $5.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $4.78K | 0.00% | −26−36.1% | Reduced |
| CVA Family Office, LLC | 45 | $4.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $4.57K | 0.00% | +20+83.3% | Added |
| GWM Advisors LLC | 42 | $4.36K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 42 | $4.36K | 0.00% | +42 | New |
| Hoey Investments, Inc | 39 | $4.05K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 38 | $3.95K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $3.63K | 0.00% | +1+2.9% | Added |
| Retirement Wealth Solutions LLC | 34 | $3.53K | 0.00% | +7+25.9% | Added |
| LRI Investments, LLC | 34 | $3.53K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $2.91K | 0.00% | +27+2,700.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $2.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 26 | $2.70K | 0.00% | +26 | New |
| Sachetta, LLC | 25 | $2.60K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 23 | $2.39K | 0.00% | −2−8.0% | Reduced |
| Massmutual Trust Co FSB | 22 | $2.28K | 0.00% | −86−79.6% | Reduced |
| Raleigh Capital Management Inc. | 20 | $2.08K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 23 | $2.00K | 0.00% | −23−50.0% | Reduced |
| Ogorek Anthony Joseph | 21 | $2.00K | 0.00% | +21 | New |
| Hantz Financial Services, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.97K | 0.00% | +1+5.6% | Added |
| Oakworth Capital, Inc. | 19 | $1.97K | 0.00% | +19 | New |
| Amundi | 20 | $1.92K | 0.00% | +6+42.9% | Added |
| Binnacle Investments Inc | 17 | $1.76K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 15 | $1.56K | 0.00% | −1−6.3% | Reduced |
| Private Wealth Management Group, LLC | 14 | $1.45K | 0.00% | −42−75.0% | Reduced |
| Whipplewood Advisors, LLC | 4 | $1.35K | 0.00% | −9−69.2% | Reduced |
| Private Trust Co NA | 13 | $1.35K | 0.00% | +13 | New |
| Cape Investment Advisory, Inc. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $1.14K | 0.00% | +6+120.0% | Added |
| Medallion Wealth Advisors, LLC | 10 | $1.03K | 0.00% | −10−50.0% | Reduced |
| CX Institutional | 13 | $1.00K | 0.00% | +13 | New |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $935 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $831 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $623 | 0.00% | +4+200.0% | Added |
| Garde Capital, Inc. | 5 | $520 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $516 | 0.00% | +5 | New |
| Central Trust Co | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $311 | 0.00% | −3−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $311 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $303 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 2 | $208 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $208 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $207 | 0.00% | +2 | New |
| Rothschild Investment LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $104 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $104 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $103 | 0.00% | +1 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −127,605−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −46,851−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −40,361−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −26,376−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −24,260−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −19,143−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −17,163−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,992−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,678−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −6,846−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,053−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −483−100.0% | Sold out |