| Webster Bank, N. A. | 359 | $168.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 362 | $170.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $176.2K | 0.02% | −1−0.3% | Reduced |
| Acropolis Investment Management, LLC | 384 | $180.4K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 386 | $181.3K | 0.00% | −570−59.6% | Reduced |
| Riverview Trust Co | 392 | $184.2K | 0.16% | +2+0.5% | Added |
| CVA Family Office, LLC | 408 | $191.7K | 0.03% | +3+0.7% | Added |
| State of Wyoming | 417 | $195.9K | 0.03% | +38+10.0% | Added |
| Eagle Bay Advisors LLC | 419 | $196.7K | 0.08% | −8−1.9% | Reduced |
| Macroview Investment Management LLC | 420 | $197.3K | 0.19% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 421 | $197.7K | 0.01% | +1+0.2% | Added |
| Orrstown Financial Services Inc | 428 | $201.1K | 0.06% | +428 | New |
| Independent Family Office, LLC | 428 | $201.1K | 0.10% | +428 | New |
| Paragon Private Wealth Management, LLC | 428 | $201.1K | 0.10% | +428 | New |
| Wealthcare Advisory Partners LLC | 432 | $202.8K | 0.01% | −67−13.4% | Reduced |
| Aureus Asset Management, LLC | 432 | $203.0K | 0.01% | −38−8.1% | Reduced |
| Hanson & Doremus Investment Management | 433 | $203.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 433 | $203.4K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 434 | $203.9K | 0.03% | +96+28.4% | Added |
| Scotia Capital Inc. | 436 | $204.8K | 0.00% | +436 | New |
| OneAscent Financial Services LLC | 437 | $205.0K | 0.15% | −165−27.4% | Reduced |
| Morningstar Investment Services LLC | 437 | $205.0K | 0.00% | +437 | New |
| Evoke Wealth, LLC | 438 | $205.8K | 0.01% | +438 | New |
| Cynosure Management, LLC | 438 | $205.9K | 0.03% | +438 | New |
| Foundations Investment Advisors, LLC | 439 | $206.1K | 0.00% | +439 | New |
| Weaver Consulting Group | 439 | $206.2K | 0.07% | +439 | New |
| Marathon Capital Management | 440 | $206.7K | 0.05% | +440 | New |
| International Assets Investment Management, LLC | 97,251 | $207.0K | 0.00% | +97,251 | New |
| Moors & Cabot, Inc. | 442 | $207.7K | 0.01% | +442 | New |
| Revisor Wealth Management LLC | 444 | $208.6K | 0.13% | +444 | New |
| Beck Mack & Oliver LLC | 445 | $209.1K | 0.00% | +445 | New |
| Sentry Investment Management LLC | 447 | $210.0K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 448 | $210.3K | 0.01% | −32−6.7% | Reduced |
| Abacus Planning Group, Inc. | 448 | $210.5K | 0.04% | +448 | New |
| Charter Trust Co | 449 | $210.9K | 0.01% | +449 | New |
| West Oak Capital, LLC | 450 | $211.4K | 0.04% | −60−11.8% | Reduced |
| Passumpsic Savings Bank | 450 | $211.4K | 0.14% | +450 | New |
| AlTi Global, Inc. | 453 | $212.7K | 0.01% | +453 | New |
| Boyd Watterson Asset Management LLC | 454 | $213.4K | 0.06% | −3−0.7% | Reduced |
| Family Firm, Inc. | 454 | $213.5K | 0.05% | +71+18.5% | Added |
| Walleye Trading LLC | 455 | $213.8K | 0.01% | −2,280−83.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 455 | $213.8K | 0.04% | +455 | New |
| Regimen Wealth, LLC | 459 | $215.9K | 0.07% | +459 | New |
| Legacy Financial Advisors, Inc. | 464 | $218.1K | 0.04% | +464 | New |
| Proficio Capital Partners LLC | 466 | $218.9K | 0.02% | −202−30.2% | Reduced |
| Chicago Partners Investment Group LLC | 421 | $219.0K | 0.01% | +421 | New |
| Simon Quick Advisors, LLC | 467 | $219.4K | 0.01% | +467 | New |
| Tortoise Investment Management, LLC | 468 | $219.9K | 0.02% | +21+4.7% | Added |
| Horan Securities, Inc. | 469 | $220.3K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 469 | $220.3K | 0.02% | +469 | New |
| Alpha Family Trust | 470 | $220.8K | 0.12% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 471 | $221.3K | 0.10% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 474 | $222.7K | 0.00% | +474 | New |
| Private Client Services, LLC | 476 | $223.8K | 0.12% | −22−4.4% | Reduced |
| Penserra Capital Management LLC | 478 | $224.0K | 0.00% | +5+1.1% | Added |
| Dechtman Wealth Management, LLC | 477 | $224.0K | 0.05% | +2+0.4% | Added |
| Guardian Wealth Advisors, LLC | 477 | $224.1K | 0.02% | −6−1.2% | Reduced |
| ORG Partners LLC | 480 | $225.5K | 0.04% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 480 | $225.5K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 480 | $225.5K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 480 | $225.5K | 0.01% | +480 | New |
| Alpine Woods Capital Investors, LLC | 400 | $225.6K | 0.04% | +400 | New |
| Fox Run Management, L.L.C. | 481 | $226.0K | 0.05% | −799−62.4% | Reduced |
| Platform Technology Partners | 482 | $226.4K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 482 | $226.5K | 0.00% | +482 | New |
| Rebalance, LLC | 485 | $227.9K | 0.02% | −168−25.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 485 | $227.9K | 0.00% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 488 | $229.3K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 491 | $230.7K | 0.00% | +15+3.2% | Added |
| Annex Advisory Services, LLC | 494 | $232.1K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 496 | $233.2K | 0.15% | −14−2.7% | Reduced |
| Resonant Capital Advisors, LLC | 499 | $234.4K | 0.02% | −150−23.1% | Reduced |
| Marshall Wace, LLP | 500 | $234.9K | 0.00% | −159,965−99.7% | Reduced |
| Nwam LLC | 502 | $235.8K | 0.01% | −21−4.0% | Reduced |
| Oldfather Financial Services, LLC | 503 | $236.3K | 0.09% | +3+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 503 | $236.7K | 0.01% | +4+0.8% | Added |
| Intrua Financial, LLC | 504 | $236.9K | 0.04% | −73−12.7% | Reduced |
| OneAscent Wealth Management LLC | 505 | $237.0K | 0.09% | −6−1.2% | Reduced |
| Moody National Bank Trust Division | 505 | $237.3K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 505 | $237.3K | 0.04% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 557 | $237.9K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 503 | $238.6K | 0.08% | −17−3.3% | Reduced |
| Financial Insights, Inc. | 509 | $239.1K | 0.08% | −457−47.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 513 | $241.0K | 0.11% | −316−38.1% | Reduced |
| KCM Investment Advisors LLC | 514 | $241.5K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 516 | $242.4K | 0.01% | −3−0.6% | Reduced |
| Accurate Wealth Management, LLC | 475 | $242.5K | 0.05% | −6−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 521 | $244.8K | 0.02% | −202−27.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $244.8K | 0.06% | 00.0% | Unchanged |
| Somerset Trust Co | 523 | $245.7K | 0.09% | +8+1.6% | Added |
| Optimist Retirement Group LLC | 524 | $246.2K | 0.11% | +9+1.7% | Added |
| WSFS Capital Management, LLC | 526 | $246.9K | 0.01% | +9+1.7% | Added |
| Hemington Wealth Management | 486 | $248.0K | 0.07% | +486 | New |
| Tufton Capital Management | 530 | $249.0K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 531 | $249.7K | 0.03% | −108−16.9% | Reduced |
| Vista Wealth Management Group, LLC | 534 | $250.7K | 0.02% | +44+9.0% | Added |
| Rehmann Capital Advisory Group | 535 | $251.8K | 0.02% | −27−4.8% | Reduced |
| Birchcreek Wealth Management, LLC | 538 | $252.6K | 0.17% | −119−18.1% | Reduced |
| Walker Asset Management, LLC | 540 | $253.9K | 0.16% | +1+0.2% | Added |
| Cornerstone Planning Group LLC | 494 | $254.9K | 0.07% | +3+0.6% | Added |
