| Meiji Yasuda Asset Management Co Ltd. | 1,279 | $240.9K | 0.01% | +1,279 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,275 | $240.2K | 0.02% | +1,275 | New |
| Capital Performance Advisors LLP | 1,272 | $239.6K | 0.02% | +1,272 | New |
| USA Financial Portformulas Corp | 1,256 | $236.6K | 0.04% | −94−7.0% | Reduced |
| University of Chicago | 1,250 | $235.4K | 0.11% | +1,250 | New |
| Kingsview Wealth Management, LLC | 1,240 | $233.6K | 0.00% | +1,240 | New |
| Poinciana Advisors Group, LLC | 1,234 | $232.4K | 0.18% | +1,234 | New |
| Profund Advisors LLC | 1,232 | $232.1K | 0.01% | +1,232 | New |
| Integrated Investment Consultants, LLC | 1,232 | $232.1K | 0.05% | +1,232 | New |
| Wellspring Financial Advisors, LLC | 1,208 | $227.5K | 0.02% | +1,208 | New |
| Savvy Advisors, Inc. | 1,193 | $224.8K | 0.01% | +1,193 | New |
| Wexford Capital LP | 1,193 | $224.7K | 0.06% | −752−38.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,190 | $224.1K | 0.00% | +1,190 | New |
| Hardy Reed LLC | 1,182 | $222.6K | 0.02% | +1,182 | New |
| Interchange Capital Partners, LLC | 1,180 | $222.3K | 0.04% | +1,180 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,178 | $222.0K | 0.00% | +618+110.4% | Added |
| Altar Rock LLC | 1,177 | $221.7K | 0.27% | +1,177 | New |
| Quantum Private Wealth, LLC | 1,125 | $211.9K | 0.06% | +1,125 | New |
| Signaturefd, LLC | 1,096 | $206.4K | 0.00% | −11,503−91.3% | Reduced |
| Perigon Wealth Management, LLC | 1,085 | $204.4K | 0.00% | +1,085 | New |
| Catalina Capital Group, LLC | 1,085 | $204.4K | 0.13% | +1,085 | New |
| Koshinski Asset Management, Inc. | 1,076 | $202.7K | 0.01% | +1,076 | New |
| Sentinus, LLC | 1,065 | $200.6K | 0.02% | +1,065 | New |
| Fifth Third Bancorp | 1,014 | $191.0K | 0.00% | −77−7.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 955 | $179.9K | 0.00% | +955 | New |
| Aster Capital Management (DIFC) Ltd | 930 | $175.2K | 0.08% | +930 | New |
| Kestra Advisory Services, LLC | 918 | $172.9K | 0.00% | +918 | New |
| Jones Financial Companies LLLP | 871 | $164.1K | 0.00% | +300+52.5% | Added |
| Smartleaf Asset Management LLC | 831 | $156.7K | 0.01% | −738−47.0% | Reduced |
| Umb Bank N A | 717 | $135.1K | 0.00% | +124+20.9% | Added |
| Danske Bank A/S | 700 | $131.9K | 0.00% | +100+16.7% | Added |
| True Wealth Design, LLC | 691 | $130.2K | 0.04% | +129+23.0% | Added |
| Rockefeller Capital Management L.P. | 681 | $128.4K | 0.00% | +180+35.9% | Added |
| Advisory Services Network, LLC | 670 | $126.2K | 0.00% | +460+219.0% | Added |
| Parallel Advisors, LLC | 638 | $120.2K | 0.00% | +13+2.1% | Added |
| Westfuller Advisors, LLC | 572 | $107.7K | 0.04% | +572 | New |
| Rothschild Investment LLC | 528 | $99.5K | 0.01% | +465+738.1% | Added |
| Harbor Investment Advisory, LLC | 526 | $99.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 516 | $97.3K | 0.00% | −7,797−93.8% | Reduced |
| IFP Advisors, Inc | 514 | $96.8K | 0.00% | +290+129.5% | Added |
| Concord Wealth Partners | 500 | $94.2K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 486 | $91.5K | 0.06% | −173−26.3% | Reduced |
| Bryn Mawr Trust Co | 481 | $90.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 475 | $90.0K | 0.00% | +194+69.0% | Added |
| Farther Finance Advisors, LLC | 448 | $84.3K | 0.00% | +363+427.1% | Added |
| Steward Partners Investment Advisory, LLC | 439 | $82.6K | 0.00% | +333+314.2% | Added |
| Nomura Asset Management Co Ltd | 410 | $77.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 403 | $75.9K | 0.01% | +403 | New |
| MAI Capital Management | 363 | $68.3K | 0.00% | +40+12.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 350 | $65.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 317 | $59.7K | 0.01% | +5+1.6% | Added |
| Bayforest Capital Ltd | 279 | $52.6K | 0.04% | −3,038−91.6% | Reduced |
| Park Place Capital Corp | 261 | $49.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 255 | $48.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 233 | $47.1K | 0.00% | +179+331.5% | Added |
| Whittier Trust Co of Nevada Inc | 226 | $45.7K | 0.00% | +146+182.5% | Added |
| Bessemer Group Inc | 203 | $38.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 202 | $38.0K | 0.00% | +202 | New |
| V-Square Quantitative Management LLC | 186 | $35.0K | 0.00% | +186 | New |
| Bayban | 183 | $34.5K | 0.03% | +183 | New |
| Root Financial Partners, LLC | 182 | $34.3K | 0.00% | +36+24.7% | Added |
| Capital Advisors, Ltd. LLC | 165 | $31.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 152 | $28.6K | 0.00% | −58−27.6% | Reduced |
| Assetmark, Inc | 146 | $27.5K | 0.00% | +3+2.1% | Added |
| Westside Investment Management, Inc. | 140 | $26.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $26.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 138 | $26.0K | 0.00% | +40+40.8% | Added |
| Essex Investment Management Co LLC | 137 | $25.8K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 126 | $24.0K | 0.00% | +126 | New |
| Central Trust Co | 124 | $23.4K | 0.00% | +1+0.8% | Added |
| Covestor Ltd | 123 | $23.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 121 | $22.8K | 0.00% | −15−11.0% | Reduced |
| Ancora Advisors, LLC | 117 | $22.0K | 0.00% | +94+408.7% | Added |
| Camelot Portfolios, LLC | 115 | $21.7K | 0.01% | +115 | New |
| International Assets Investment Management, LLC | 105 | $19.8K | 0.00% | +105 | New |
| Newbridge Financial Services Group, Inc. | 100 | $18.8K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $18.8K | 0.00% | +100 | New |
| Basecamp Wealth Advisors LLC | 99 | $18.6K | 0.00% | +99 | New |
| Sunrise Financial Services, LLC | 92 | $17.3K | 0.01% | +92 | New |
| Golden State Wealth Management, LLC | 82 | $15.4K | 0.00% | +15+22.4% | Added |
| Meramec Financial Planners, LLC | 73 | $14.8K | 0.01% | +73 | New |
| LRI Investments, LLC | 78 | $14.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 72 | $13.6K | 0.00% | +23+46.9% | Added |
| Activest Wealth Management | 68 | $12.8K | 0.00% | +68 | New |
| CBIZ Investment Advisory Services, LLC | 64 | $12.1K | 0.00% | +64 | New |
| Cornerstone Planning Group LLC | 64 | $11.9K | 0.00% | +2+3.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $11.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $11.1K | 0.00% | +18+43.9% | Added |
| Smithfield Trust Co | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 57 | $10.7K | 0.01% | +57 | New |
| SageView Advisory Group, LLC | 55 | $10.4K | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 54 | $10.2K | 0.00% | −3−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $9.04K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 45 | $9.00K | 0.00% | −11−19.6% | Reduced |
| SBI Securities Co., Ltd. | 46 | $8.66K | 0.00% | −21−31.3% | Reduced |
| Atlantic Trust, LLC | 45 | $8.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $8.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $7.35K | 0.00% | +16+69.6% | Added |
| Keating Financial Advisory Services, Inc. | 39 | $7.35K | 0.00% | +39 | New |