| Central Trust Co | 47 | $3.57K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 46 | $3.48K | 0.00% | −1−2.1% | Reduced |
| Triumph Capital Management | 40 | $3.02K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 39 | $2.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 39 | $2.96K | 0.00% | +1+2.6% | Added |
| Creative Capital Management Investments LLC | 39 | $2.96K | 0.00% | +39 | New |
| Ameriflex Group, Inc. | 36 | $2.73K | 0.00% | +36 | New |
| Quarry LP | 35 | $2.66K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 32 | $2.43K | 0.00% | +10+45.5% | Added |
| Pinnacle Bancorp, Inc. | 32 | $2.43K | 0.00% | +32 | New |
| Bogart Wealth, LLC | 31 | $2.32K | 0.00% | +1+3.3% | Added |
| Raffa Wealth Management, LLC | 29 | $2.20K | 0.00% | −1−3.3% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $2.13K | 0.00% | +3+12.0% | Added |
| Rialto Wealth Management, LLC | 28 | $2.13K | 0.00% | +7+33.3% | Added |
| Winthrop Capital Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 25 | $1.90K | 0.00% | −13−34.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.90K | 0.00% | −1−3.8% | Reduced |
| SWAN Capital LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.75K | 0.00% | +6+35.3% | Added |
| Torren Management, LLC | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.29K | 0.00% | −3−15.0% | Reduced |
| Salem Investment Counselors Inc | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13 | $987 | 0.00% | −110−89.4% | Reduced |
| Sachetta, LLC | 12 | $912 | 0.00% | −22−64.7% | Reduced |
| Sunrise Financial Services, LLC | 12 | $912 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $836 | 0.00% | −60−84.5% | Reduced |
| Orion Capital Management LLC | 9 | $684 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $684 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 5 | $380 | 0.00% | −4−44.4% | Reduced |
| North Star Investment Management Corp. | 5 | $380 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $307 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 4 | $304 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $303 | 0.00% | −63−94.0% | Reduced |
| Manchester Capital Management LLC | 3 | $228 | 0.00% | −12−80.0% | Reduced |
| Motco | 3 | $228 | 0.00% | +3 | New |
| High Note Wealth, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $152 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $152 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 1 | $76 | 0.00% | −3−75.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $76 | 0.00% | −1−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $76 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $13 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −99,465−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −57,655−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −28,628−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −26,010−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −21,793−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −18,237−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −16,604−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −12,296−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −12,188−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,290−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −6,905−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −6,681−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,642−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −6,579−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −4,655−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −4,256−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,958−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −3,137−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Savvy Advisors, Inc. | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,854−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Barnes Wealth Management Group, Inc | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Tranquilli Financial Advisor LLC | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Cadinha & Co LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |