| Washington Trust Co | 106 | $9.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 101 | $9.20K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 101 | $9.20K | 0.00% | +101 | New |
| Fortitude Family Office, LLC | 92 | $8.38K | 0.01% | +92 | New |
| Syntax Research, Inc. | 89 | $8.11K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 90 | $8.00K | 0.00% | +90 | New |
| AdvisorNet Financial, Inc | 87 | $7.93K | 0.00% | +12+16.0% | Added |
| Clearstead Advisors, LLC | 85 | $7.75K | 0.00% | +35+70.0% | Added |
| SJS Investment Consulting Inc. | 81 | $7.38K | 0.00% | −2−2.4% | Reduced |
| Tortoise Investment Management, LLC | 80 | $7.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $6.65K | 0.00% | +2+2.8% | Added |
| Scarborough Advisors, LLC | 65 | $5.92K | 0.00% | +65 | New |
| Provence Wealth Management Group | 63 | $5.74K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $5.24K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $5.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $5.00K | 0.00% | −1−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 54 | $4.92K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 53 | $4.83K | 0.00% | +53 | New |
| MCF Advisors LLC | 50 | $4.56K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.56K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $4.56K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.56K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 47 | $4.28K | 0.00% | +47 | New |
| Hobbs Group Advisors, LLC | 40 | $3.64K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 34 | $3.10K | 0.00% | −9−20.9% | Reduced |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 29 | $2.64K | 0.00% | −2−6.5% | Reduced |
| Colonial Trust Advisors | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $2.00K | 0.00% | +9+69.2% | Added |
| Anchor Investment Management, LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $1.64K | 0.00% | +18 | New |
| Smartleaf Asset Management LLC | 16 | $1.47K | 0.00% | +16 | New |
| Voisard Asset Management Group, Inc. | 16 | $1.45K | 0.00% | +16 | New |
| Signature Resources Capital Management, LLC | 15 | $1.38K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.09K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 11 | $1.00K | 0.00% | −10−47.6% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $938 | 0.00% | −7−41.2% | Reduced |
| Sound Income Strategies, LLC | 9 | $820 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $729 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 8 | $729 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 7 | $653 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 6 | $547 | 0.00% | −228−97.4% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $547 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $547 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $456 | 0.00% | +5 | New |
| Perkins Coie Trust Co | 4 | $364 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3 | $276 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $273 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $91 | 0.00% | +1 | New |
| Wetzel Investment Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Capital International Investors | 0 | $0 | 0.00% | −1,708,807−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −508,966−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −460,048−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −264,317−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −217,390−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −147,276−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −146,423−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −145,352−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −144,723−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −88,216−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −58,800−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,414−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −30,577−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,199−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −21,505−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,713−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −15,733−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,735−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,236−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −5,133−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −4,256−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |