| Central Trust Co | 202 | $145.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $144.2K | 0.09% | −100−33.3% | Reduced |
| First Eagle Investment Management, LLC | 198 | $142.8K | 0.00% | −20−9.2% | Reduced |
| Riverview Trust Co | 198 | $142.8K | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 197 | $142.0K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 194 | $139.9K | 0.08% | +194 | New |
| Pinebridge Investments, L.P. | 189 | $136.3K | 0.00% | +189 | New |
| Clear Street Markets LLC | 181 | $131.0K | 0.04% | +83+84.7% | Added |
| Private Trust Co NA | 178 | $128.3K | 0.02% | −13−6.8% | Reduced |
| Concord Wealth Partners | 174 | $125.5K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $125.4K | 0.02% | +1+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 168 | $121.1K | 0.00% | −72−30.0% | Reduced |
| Tradition Wealth Management, LLC | 161 | $116.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 159 | $114.6K | 0.01% | −82−34.0% | Reduced |
| Arlington Partners LLC | 157 | $113.2K | 0.02% | +3+1.9% | Added |
| Trust Co of Vermont | 151 | $108.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $108.2K | 0.00% | −402−72.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 150 | $108.1K | 0.01% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 138 | $99.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 138 | $99.5K | 0.00% | −16−10.4% | Reduced |
| Harbour Investments, Inc. | 134 | $96.6K | 0.01% | −3−2.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 133 | $95.9K | 0.00% | +133 | New |
| Delta Asset Management LLC | 132 | $95.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 127 | $91.6K | 0.02% | −10−7.3% | Reduced |
| Deseret Mutual Benefit Administrators | 124 | $89.4K | 0.04% | −31−20.0% | Reduced |
| Glassman Wealth Services | 110 | $79.3K | 0.01% | +14+14.6% | Added |
| Core Alternative Capital | 102 | $73.6K | 0.01% | +7+7.4% | Added |
| ICA Group Wealth Management, LLC | 102 | $73.5K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 99 | $66.0K | 0.00% | −250−71.6% | Reduced |
| Jones Financial Companies LLLP | 91 | $65.6K | 0.00% | +54+145.9% | Added |
| Ameritas Advisory Services, LLC | 89 | $64.1K | 0.00% | +89 | New |
| TCI Wealth Advisors, Inc. | 86 | $62.0K | 0.01% | −19−18.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 86 | $62.0K | 0.00% | −13−13.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 84 | $60.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 83 | $60.1K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 83 | $59.8K | 0.01% | −3−3.5% | Reduced |
| AdvisorNet Financial, Inc | 83 | $59.8K | 0.01% | +14+20.3% | Added |
| Clearstead Advisors, LLC | 82 | $59.1K | 0.00% | +62+310.0% | Added |
| CVA Family Office, LLC | 78 | $56.2K | 0.01% | +30+62.5% | Added |
| International Assets Investment Management, LLC | 10,066 | $55.8K | 0.01% | +50.0% | Added |
| Center for Financial Planning, Inc. | 77 | $55.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 75 | $54.1K | 0.05% | +1+1.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 75 | $54.1K | 0.03% | +4+5.6% | Added |
| Byrne Asset Management LLC | 71 | $51.0K | 0.04% | −7−9.0% | Reduced |
| Anchor Investment Management, LLC | 70 | $50.5K | 0.01% | +9+14.8% | Added |
| Fortis Capital Advisors, LLC | 69 | $49.8K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 68 | $49.0K | 0.00% | +3+4.6% | Added |
| JDM Financial Group LLC | 66 | $47.6K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 65 | $47.0K | 0.01% | +41+170.8% | Added |
| HHM Wealth Advisors, LLC | 65 | $46.9K | 0.01% | +12+22.6% | Added |
| DT Investment Partners, LLC | 64 | $46.2K | 0.01% | +54+540.0% | Added |
| Ellevest, Inc. | 61 | $44.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 60 | $43.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $42.4K | 0.01% | −3−4.8% | Reduced |
| Sandy Spring Bank | 57 | $41.1K | 0.00% | −21−26.9% | Reduced |
| MV Capital Management, Inc. | 57 | $41.1K | 0.01% | +9+18.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 56 | $40.4K | 0.02% | +7+14.3% | Added |
| Quarry LP | 54 | $38.9K | 0.02% | +38+237.5% | Added |
| Massmutual Trust Co FSB | 51 | $36.8K | 0.00% | +27+112.5% | Added |
| Baystate Wealth Management LLC | 44 | $32.0K | 0.00% | +10+29.4% | Added |
| Ofi Invest Asset Management | 22,953,587 | $31.8K | 0.16% | +22,953,587 | New |
| Tanglewood Legacy Advisors, LLC | 42 | $30.5K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 42 | $30.3K | 0.01% | −5−10.6% | Reduced |
| GoalVest Advisory LLC | 42 | $30.3K | 0.02% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 5,234 | $29.6K | 0.68% | +18+0.3% | Added |
| JFS Wealth Advisors, LLC | 41 | $29.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 39 | $29.0K | 0.03% | −1−2.5% | Reduced |
| Bellevue Group AG | 40 | $28.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $28.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 39 | $28.1K | 0.00% | +39 | New |
| Farther Finance Advisors, LLC | 39 | $28.1K | 0.01% | +8+25.8% | Added |
| Earnest Partners LLC | 38 | $27.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 38 | $27.1K | 0.00% | +1+2.7% | Added |
| Knott David M Jr | 37 | $27.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $26.0K | 0.00% | −4−10.0% | Reduced |
| Glen Eagle Advisors, LLC | 35 | $25.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $23.8K | 0.00% | +33 | New |
| Live Oak Investment Partners | – | $23.8K | 0.02% | – | – |
| Carolinas Wealth Consulting LLC | 32 | $23.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 30 | $21.6K | 0.01% | +30 | New |
| Hazlett, Burt & Watson, Inc. | 26 | $19.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $18.7K | 0.00% | −14−35.0% | Reduced |
| Sutton Wealth Advisors Inc. | 26 | $18.7K | 0.01% | −74−74.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25 | $18.0K | 0.01% | +25 | New |
| Pacifica Partners Inc. | 25 | $17.7K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 23 | $16.6K | 0.01% | −2−8.0% | Reduced |
| Webster Bank, N. A. | 23 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $14.4K | 0.00% | −4−16.7% | Reduced |
| Eagle Bay Advisors LLC | 18 | $13.0K | 0.01% | −1−5.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $12.3K | 0.00% | +10+142.9% | Added |
| Prestige Wealth Management Group LLC | 17 | $12.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $12.2K | 0.00% | +1+6.3% | Added |
| Vigilant Capital Management, LLC | 16 | $12.0K | 0.00% | −9−36.0% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $12.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $11.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 16 | $11.2K | 0.00% | 00.0% | Unchanged |
