| Covenant Partners, LLC | 604 | $275.4K | 0.08% | +604 | New |
| Blueshift Asset Management, LLC | 603 | $275.0K | 0.08% | +603 | New |
| Consolidated Portfolio Review Corp | 601 | $274.1K | 0.03% | +601 | New |
| Humankind Investments LLC | 600 | $273.6K | 0.06% | −296−33.0% | Reduced |
| Evercore Wealth Management, LLC | 600 | $273.6K | 0.00% | +600 | New |
| Point72 Hong Kong Ltd | 598 | $272.7K | 0.01% | +598 | New |
| Cooper Financial Group | 597 | $272.2K | 0.03% | +597 | New |
| LVW Advisors, LLC | 590 | $269.0K | 0.03% | +590 | New |
| Capital Performance Advisors LLP | 588 | $268.1K | 0.04% | +588 | New |
| Beacon Investment Advisory Services, Inc. | 585 | $266.8K | 0.01% | −705−54.7% | Reduced |
| Charter Research & Investment Group, Inc. | 585 | $266.8K | 0.18% | +585 | New |
| Everpar Advisors LLC | 583 | $265.8K | 0.11% | +583 | New |
| AlTi Global, Inc. | 576 | $262.7K | 0.01% | +576 | New |
| Private Trust Co NA | 575 | $262.2K | 0.02% | +543+1,696.9% | Added |
| Fourth Dimension Wealth, LLC | 573 | $261.3K | 0.10% | −16−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 567 | $258.6K | 0.00% | +71+14.3% | Added |
| Stevens Capital Management LP | 565 | $258.0K | 0.03% | +565 | New |
| Quadrant Capital Group LLC | 553 | $252.2K | 0.01% | +553 | New |
| Fukoku Mutual Life Insurance Co | 551 | $251.3K | 0.02% | −108−16.4% | Reduced |
| Essex LLC | 547 | $249.4K | 0.05% | −241−30.6% | Reduced |
| Cookson Peirce & Co Inc | 547 | $249.4K | 0.01% | +547 | New |
| First Affirmative Financial Network | 542 | $247.0K | 0.12% | +542 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 541 | $246.7K | 0.08% | +541 | New |
| Capital International Investors | 550 | $246.3K | 0.00% | +550 | New |
| Fidelis Capital Partners, LLC | 539 | $245.8K | 0.02% | +3+0.6% | Added |
| Stonegate Investment Group, LLC | 535 | $244.1K | 0.01% | −149−21.8% | Reduced |
| Armis Advisers, LLC | 560 | $243.1K | 0.02% | +560 | New |
| Fiduciary Alliance LLC | 533 | $243.0K | 0.02% | +533 | New |
| Jones Financial Companies LLLP | 542 | $242.0K | 0.00% | −30−5.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 530 | $241.7K | 0.06% | −572−51.9% | Reduced |
| LeConte Wealth Management, LLC | 526 | $239.9K | 0.16% | +526 | New |
| Fortitude Family Office, LLC | 517 | $235.8K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 504 | $229.8K | 0.00% | +504 | New |
| Alliance Wealth Advisors, LLC | 504 | $229.8K | 0.05% | +504 | New |
| Premier Path Wealth Partners, LLC | 504 | $229.6K | 0.03% | +504 | New |
| Gries Financial LLC | 502 | $228.9K | 0.04% | +502 | New |
| Headinvest, LLC | 500 | $228.0K | 0.05% | +500 | New |
| Longboard Asset Management, LP | 500 | $228.0K | 0.37% | +500 | New |
| NWF Advisory Services Inc. | 498 | $226.9K | 0.02% | +498 | New |
| TABR Capital Management, LLC | 504 | $225.5K | 0.15% | +504 | New |
| MASTERINVEST Kapitalanlage GmbH | 494 | $225.3K | 0.02% | +494 | New |
| IFP Advisors, Inc | 491 | $223.9K | 0.01% | +291+145.5% | Added |
| Proficio Capital Partners LLC | 488 | $222.5K | 0.02% | −394−44.7% | Reduced |
| Benjamin Edwards Inc | 487 | $222.1K | 0.00% | +487 | New |
| Glenmede Investment Management, LP | 485 | $221.2K | 0.00% | +485 | New |
| Telos Capital Management, Inc. | 483 | $220.2K | 0.02% | +483 | New |
| Reuter James Wealth Management, LLC | 483 | $220.2K | 0.03% | +483 | New |
| Kaufman Rossin Wealth, LLC | 483 | $220.1K | 0.12% | +483 | New |
| Gsa Capital Partners LLP | 476 | $217.0K | 0.02% | +476 | New |
| Arvest Bank Trust Division | 472 | $215.2K | 0.01% | +472 | New |
| Riversedge Advisors, LLC | 471 | $214.8K | 0.04% | +471 | New |
| Camden Capital, LLC | 468 | $213.3K | 0.01% | +468 | New |
| Allegiance Financial Group Advisory Services LLC | 462 | $210.7K | 0.05% | +462 | New |
| Advisor OS, LLC | 461 | $210.2K | 0.02% | +461 | New |
| Dorsey & Whitney Trust CO LLC | 460 | $209.8K | 0.01% | +460 | New |
| Bank Hapoalim BM | 455 | $207.0K | 0.03% | +455 | New |
| KRS Capital Management, LLC | 450 | $205.2K | 0.12% | +450 | New |
| Global Retirement Partners, LLC | 449 | $204.7K | 0.00% | +298+197.4% | Added |
| Insigneo Advisory Services, LLC | 449 | $204.7K | 0.01% | +449 | New |
| MAI Capital Management | 449 | $204.7K | 0.00% | −39−8.0% | Reduced |
| Ritholtz Wealth Management | 447 | $203.7K | 0.00% | +447 | New |
| Summit Wealth Group LLC | 643 | $202.0K | 0.03% | +643 | New |
| Point72 (DIFC) Ltd | 429 | $195.5K | 0.01% | +324+308.6% | Added |
| Icon Wealth Advisors, LLC | 422 | $192.4K | 0.01% | +36+9.3% | Added |
| Horizon Investments, LLC | 403 | $183.8K | 0.00% | +63+18.5% | Added |
| Versant Capital Management, Inc | 392 | $178.8K | 0.02% | +5+1.3% | Added |
| Ostrum Asset Management | 381 | $173.7K | 0.01% | −13−3.3% | Reduced |
| CoreCap Advisors, LLC | 380 | $173.3K | 0.01% | +378+18,900.0% | Added |
| Ronald Blue Trust, Inc. | 349 | $159.1K | 0.00% | −944−73.0% | Reduced |
| Ofi Invest Asset Management | 403 | $156.4K | 0.00% | +22+5.8% | Added |
| TD Waterhouse Canada Inc. | 330 | $152.1K | 0.00% | +300+1,000.0% | Added |
| Quest Partners LLC | 331 | $150.9K | 0.01% | +199+150.8% | Added |
| Larson Financial Group LLC | 300 | $136.8K | 0.00% | +78+35.1% | Added |
| Covestor Ltd | 272 | $124.0K | 0.07% | −69−20.2% | Reduced |
| True Wealth Design, LLC | 228 | $103.9K | 0.03% | +214+1,528.6% | Added |
| Bessemer Group Inc | 222 | $101.0K | 0.00% | +30+15.6% | Added |
| Spire Wealth Management | 207 | $94.3K | 0.00% | +2+1.0% | Added |
| Concord Wealth Partners | 200 | $91.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 197 | $89.8K | 0.00% | +1+0.5% | Added |
| Atlantic Union Bankshares Corp | 191 | $87.1K | 0.00% | +99+107.6% | Added |
| LRI Investments, LLC | 190 | $86.5K | 0.01% | +142+295.8% | Added |
| Edmond de Rothschild Holding S.A. | 188 | $85.7K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 185 | $84.4K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 184 | $83.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 179 | $81.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 175 | $79.8K | 0.00% | −75−30.0% | Reduced |
| Brown Brothers Harriman & Co | 173 | $78.9K | 0.00% | +19+12.3% | Added |
| Itau Unibanco Holding S.A. | 168 | $76.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 162 | $74.0K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 147 | $67.0K | 0.02% | +147 | New |
| First Horizon Corp | 135 | $61.6K | 0.00% | +135 | New |
| Brown, Lisle/Cummings, Inc. | 132 | $60.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 127 | $57.9K | 0.00% | +31+32.3% | Added |
| Park Place Capital Corp | 126 | $57.5K | 0.01% | +126 | New |
| Cornerstone Planning Group LLC | 492 | $56.2K | 0.01% | +450+1,071.4% | Added |
| Ameritas Advisory Services, LLC | 116 | $52.9K | 0.00% | −12−9.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 115 | $52.5K | 0.00% | +63+121.2% | Added |
| Rossby Financial, LCC | 112 | $51.6K | 0.02% | +63+128.6% | Added |
| Cape Investment Advisory, Inc. | 108 | $49.2K | 0.05% | +8+8.0% | Added |
| Huntington National Bank | 101 | $46.1K | 0.00% | −94−48.2% | Reduced |
