| Umb Bank N A | 591 | $199.8K | 0.00% | −4−0.7% | Reduced |
| Versant Capital Management, Inc | 582 | $196.8K | 0.02% | +30+5.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 567 | $191.7K | 0.00% | −161−22.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 531 | $179.6K | 0.02% | −86−13.9% | Reduced |
| iA Global Asset Management Inc. | 514 | $174.0K | 0.00% | +514 | New |
| Essex Investment Management Co LLC | 505 | $170.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 501 | $169.4K | 0.01% | +71+16.5% | Added |
| Essential Partners LLC | 488 | $165.0K | 0.08% | +101+26.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 478 | $161.6K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 476 | $161.0K | 0.00% | +42+9.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 451 | $152.5K | 0.01% | −509−53.0% | Reduced |
| Huntington National Bank | 444 | $150.1K | 0.00% | +43+10.7% | Added |
| Edmond de Rothschild Holding S.A. | 438 | $148.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 370 | $125.1K | 0.00% | −249−40.2% | Reduced |
| First Horizon Corp | 309 | $104.5K | 0.00% | +52+20.2% | Added |
| Hills Bank & Trust Co | 300 | $101.4K | 0.00% | +300 | New |
| Harbor Investment Advisory, LLC | 284 | $96.0K | 0.01% | +284 | New |
| Ares Financial Consulting, LLC | 283 | $95.7K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 243 | $82.2K | 0.01% | +243 | New |
| Toth Financial Advisory Corp | 204 | $69.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 192 | $64.9K | 0.00% | +111+137.0% | Added |
| Los Angeles Capital Management LLC | 180 | $60.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 169 | $56.5K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 160 | $54.1K | 0.00% | +160 | New |
| Cullen/Frost Bankers, Inc. | 150 | $50.7K | 0.00% | +150 | New |
| Smithfield Trust Co | 135 | $45.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 133 | $45.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 130 | $44.0K | 0.01% | +50+62.5% | Added |
| Massmutual Trust Co FSB | 127 | $42.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 125 | $42.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 117 | $39.6K | 0.01% | +50+74.6% | Added |
| Key Financial Inc | 115 | $38.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 110 | $37.3K | 0.00% | +110 | New |
| TD Capital Management LLC | 103 | $34.7K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 99 | $33.5K | 0.01% | +99 | New |
| NBC Securities, Inc. | 97 | $32.8K | 0.00% | −23−19.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 90 | $30.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 88 | $30.0K | 0.02% | −20−18.5% | Reduced |
| Nomura Asset Management Co Ltd | 85 | $28.7K | 0.00% | −65−43.3% | Reduced |
| Index Technologies Group LLC | 84 | $28.4K | 0.02% | +84 | New |
| Miller Capital Partners, Inc. | 83 | $28.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $25.4K | 0.00% | +18+31.6% | Added |
| Wellington-Altus USA Inc. | 95 | $25.2K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 74 | $25.0K | 0.00% | +74 | New |
| Wealth Enhancement Trust Services, Inc. | 71 | $24.0K | 0.00% | +71 | New |
| Basecamp Wealth Advisors LLC | 68 | $23.0K | 0.00% | +4+6.3% | Added |
| Bell Investment Advisors, Inc | 63 | $21.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 58 | $19.6K | 0.00% | −256−81.5% | Reduced |
| Quent Capital, LLC | 58 | $19.6K | 0.00% | +1+1.8% | Added |
| CVA Family Office, LLC | 49 | $16.6K | 0.00% | +20+69.0% | Added |
| IFG Advisory, LLC | 47 | $15.9K | 0.00% | +47 | New |
| Transamerica Financial Advisors, Inc. | 46 | $15.7K | 0.00% | +4+9.5% | Added |
| Synergy Investment Management, LLC | 45 | $15.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 40 | $13.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $10.8K | 0.00% | −1−3.0% | Reduced |
| IMA Wealth, Inc. | 31 | $10.5K | 0.00% | +11+55.0% | Added |
| JPL Wealth Management, LLC | 29 | $9.81K | 0.00% | +2+7.4% | Added |
| Dogwood Wealth Management LLC | 29 | $9.81K | 0.00% | +5+20.8% | Added |
| Retirement Wealth Solutions LLC | 27 | $9.13K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $9.13K | 0.00% | +22+440.0% | Added |
| Owl Creek Wealth Partners LLC | 26 | $8.79K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27 | $8.51K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 26 | $8.45K | 0.00% | +26 | New |
| High Note Wealth, LLC | 24 | $8.12K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 23 | $7.69K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 22 | $7.44K | 0.00% | −1−4.3% | Reduced |
| LRI Investments, LLC | 22 | $7.44K | 0.00% | −1−4.3% | Reduced |
| Optiver Holding B.V. | 22 | $7.44K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 21 | $7.10K | 0.00% | +4+23.5% | Added |
| Signature Equity Partners, LLC | 20 | $6.66K | 0.00% | +5+33.3% | Added |
| Highline Wealth Partners LLC | 17 | $5.75K | 0.00% | −2−10.5% | Reduced |
| Silver Grove Financial Group, Inc. | 17 | $5.75K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 16 | $5.41K | 0.00% | +5+45.5% | Added |
| Continuum Advisory, LLC | 16 | $5.41K | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 15 | $5.07K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $5.07K | 0.00% | +3+25.0% | Added |
| Altshuler Shaham Ltd | 14 | $4.73K | 0.00% | −1−6.7% | Reduced |
| Sachetta, LLC | 13 | $4.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $4.40K | 0.00% | +13 | New |
| MidFirst Bank | 12 | $4.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $3.72K | 0.00% | −1−8.3% | Reduced |
| Creative Capital Management Investments LLC | 10 | $3.38K | 0.00% | +10 | New |
| Montag A & Associates Inc | 9 | $3.21K | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $3.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $3.04K | 0.00% | −11−55.0% | Reduced |
| N.E.W. Advisory Services LLC | 9 | $3.04K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 8 | $2.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.71K | 0.00% | +5+166.7% | Added |
| Harbour Investments, Inc. | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.71K | 0.00% | +2+33.3% | Added |
| Wolff Wiese Magana LLC | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $2.33K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $2.03K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $2.03K | 0.00% | +5+500.0% | Added |
