| EverSource Wealth Advisors, LLC | 866 | $92.8K | 0.00% | −111−11.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 782 | $83.8K | 0.00% | −166−17.5% | Reduced |
| USA Financial Formulas | 706 | $75.7K | 0.01% | +706 | New |
| Public Employees Retirement System of Ohio | 698 | $74.8K | 0.00% | +25+3.7% | Added |
| Smartleaf Asset Management LLC | 666 | $70.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 632 | $67.7K | 0.00% | +565+843.3% | Added |
| Allworth Financial LP | 586 | $62.8K | 0.00% | +129+28.2% | Added |
| Versant Capital Management, Inc | 555 | $59.5K | 0.01% | +222+66.7% | Added |
| Indiana Trust & Investment Management CO | 500 | $53.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 474 | $50.7K | 0.00% | −14−2.9% | Reduced |
| Hantz Financial Services, Inc. | 454 | $49.0K | 0.00% | +158+53.4% | Added |
| Kemnay Advisory Services Inc. | 424 | $45.4K | 0.01% | +199+88.4% | Added |
| Trust Co of Vermont | 415 | $44.5K | 0.00% | +415 | New |
| Umb Bank N A | 402 | $43.1K | 0.00% | +8+2.0% | Added |
| Covestor Ltd | 394 | $42.0K | 0.02% | −11−2.7% | Reduced |
| Salomon & Ludwin, LLC | 393 | $41.4K | 0.00% | −82−17.3% | Reduced |
| Manchester Capital Management LLC | 350 | $37.5K | 0.00% | −4−1.1% | Reduced |
| Bessemer Group Inc | 322 | $34.0K | 0.00% | +97+43.1% | Added |
| Cullen/Frost Bankers, Inc. | 296 | $31.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 276 | $29.6K | 0.01% | −32−10.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 262 | $28.1K | 0.01% | +17+6.9% | Added |
| Spire Wealth Management | 245 | $26.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 226 | $24.2K | 0.00% | −3−1.3% | Reduced |
| Bare Financial Services, Inc | 221 | $23.7K | 0.01% | +85+62.5% | Added |
| Northwestern Mutual Wealth Management Co | 161 | $17.3K | 0.00% | −11−6.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 153 | $16.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 145 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 148 | $15.9K | 0.00% | −10−6.3% | Reduced |
| True Wealth Design, LLC | 146 | $15.7K | 0.00% | +5+3.5% | Added |
| Sterling Capital Management LLC | 135 | $14.5K | 0.00% | −117−46.4% | Reduced |
| Fourth Dimension Wealth, LLC | 129 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 124 | $13.3K | 0.00% | +79+175.6% | Added |
| Rothschild Investment LLC | 115 | $12.3K | 0.00% | +42+57.5% | Added |
| Ronald Blue Trust, Inc. | 115 | $12.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 116 | $12.0K | 0.00% | −17−12.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 106 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 104 | $11.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 101 | $10.8K | 0.00% | +32+46.4% | Added |
| Natixis | 89 | $9.54K | 0.00% | −2−2.2% | Reduced |
| IFP Advisors, Inc | 87 | $9.33K | 0.00% | −51−37.0% | Reduced |
| Huntington National Bank | 86 | $9.22K | 0.00% | +32+59.3% | Added |
| Parkside Financial Bank & Trust | 80 | $8.58K | 0.00% | −128−61.5% | Reduced |
| Optiver Holding B.V. | 75 | $8.04K | 0.00% | +75 | New |
| Whittier Trust Co | 67 | $7.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $6.75K | 0.00% | +13+26.0% | Added |
| SJS Investment Consulting Inc. | 58 | $6.22K | 0.00% | +46+383.3% | Added |
| Larson Financial Group LLC | 58 | $6.22K | 0.00% | +27+87.1% | Added |
| Dogwood Wealth Management LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 56 | $6.00K | 0.00% | +2+3.7% | Added |
| Manning & Napier Advisors LLC | 44 | $4.64K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 41 | $4.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $4.18K | 0.00% | +6+18.2% | Added |
| Godfrey Financial Associates, Inc. | 35 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $3.54K | 0.00% | +3+10.0% | Added |
| Basecamp Wealth Advisors LLC | 32 | $3.43K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 31 | $3.32K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30 | $3.22K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 32 | $3.11K | 0.00% | +32 | New |
| Massmutual Trust Co FSB | 26 | $2.79K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 24 | $2.60K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $2.57K | 0.00% | −5−17.2% | Reduced |
| TD Capital Management LLC | 22 | $2.37K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 22 | $2.32K | 0.00% | +22 | New |
| Kilter Group LLC | 21 | $2.25K | 0.00% | −2−8.7% | Reduced |
| Farmers & Merchants Investments Inc | 21 | $2.25K | 0.00% | −1−4.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 19 | $2.04K | 0.00% | −14−42.4% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $1.82K | 0.00% | −9−34.6% | Reduced |
| Tounjian Advisory Partners, LLC | 15 | $1.56K | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 14 | $1.50K | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $1.39K | 0.00% | +13 | New |
| Montag A & Associates Inc | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.18K | 0.00% | +4+57.1% | Added |
| Westfuller Advisors, LLC | 8 | $899 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $858 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $858 | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $751 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $643 | 0.00% | +3+100.0% | Added |
| Torren Management, LLC | 5 | $544 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $536 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $536 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $536 | 0.00% | +2+66.7% | Added |
| Los Angeles Capital Management LLC | 5 | $536 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 4 | $429 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $429 | 0.00% | +4 | New |
| LRI Investments, LLC | 3 | $322 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 2 | $214 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $214 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $108 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $108 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $107 | 0.00% | −2−66.7% | Reduced |
| Raffa Wealth Management, LLC | 1 | $107 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $106 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −111,970−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −55,421−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,564−100.0% | Sold out |
