| Moody Aldrich Partners LLC | 633 | $369.0K | 0.05% | −10−1.6% | Reduced |
| Banco Santander, S.A. | 615 | $358.0K | 0.00% | +615 | New |
| Beacon Pointe Advisors, LLC | 610 | $355.0K | 0.01% | +610 | New |
| Nisa Investment Advisors, LLC | 600 | $350.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 600 | $350.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 593 | $346.0K | 0.01% | +593 | New |
| Cerity Partners LLC | 589 | $343.0K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 586 | $341.5K | 0.10% | −10−1.7% | Reduced |
| Affinity Capital Advisors, LLC | 580 | $338.0K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 562 | $327.0K | 0.00% | −1,219−68.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 541 | $315.0K | 0.00% | +118+27.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 534 | $311.0K | 0.02% | +534 | New |
| Meiji Yasuda Life Insurance Co | 530 | $309.0K | 0.01% | −10−1.9% | Reduced |
| Winthrop Advisory Group LLC | 530 | $309.0K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 528 | $308.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 516 | $300.7K | 0.03% | +516 | New |
| Benedict Financial Advisors Inc | 515 | $300.0K | 0.08% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 507 | $295.0K | 0.00% | −970−65.7% | Reduced |
| Clare Market Investments LLC | 505 | $294.3K | 0.09% | 00.0% | Unchanged |
| Capula Management Ltd | 501 | $292.0K | 0.05% | +501 | New |
| HighPoint Advisor Group LLC | 497 | $290.0K | 0.03% | +497 | New |
| Single Point Partners, LLC | 486 | $283.0K | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 482 | $281.0K | 0.03% | +482 | New |
| HBK Sorce Advisory LLC | 482 | $281.0K | 0.02% | +482 | New |
| Foundry Partners, LLC | 482 | $281.0K | 0.01% | +482 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477 | $278.0K | 0.00% | −102−17.6% | Reduced |
| Minot Wealth Management LLC | 482 | $278.0K | 0.06% | +482 | New |
| Gyon Technologies Capital Management, LP | 474 | $276.0K | 0.09% | +474 | New |
| Fox Run Management, L.L.C. | 472 | $275.0K | 0.25% | −21−4.3% | Reduced |
| Coldstream Capital Management Inc | 464 | $270.0K | 0.01% | −57−10.9% | Reduced |
| Corient Capital Partners, LLC | 463 | $270.0K | 0.02% | +463 | New |
| Two Sigma Securities, LLC | 456 | $266.0K | 0.07% | −660−59.1% | Reduced |
| Financial Advocates Investment Management | 456 | $266.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 455 | $265.0K | 0.01% | +2+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 450 | $262.0K | 0.00% | −35−7.2% | Reduced |
| Ieq Capital, LLC | 446 | $260.0K | 0.01% | +446 | New |
| Keybank National Association | 444 | $259.0K | 0.00% | +444 | New |
| Accredited Investors Inc. | 437 | $255.0K | 0.03% | +437 | New |
| Raymond James Trust N.A. | 437 | $254.0K | 0.01% | +437 | New |
| 9258 Wealth Management, LLC | 436 | $254.0K | 0.07% | +436 | New |
| Mercer Global Advisors Inc | 419 | $244.0K | 0.00% | +419 | New |
| Quantamental Technologies LLC | 419 | $244.0K | 0.22% | +419 | New |
| Tru Independence Asset Management 2, LLC | 419 | $244.0K | 0.17% | +419 | New |
| United Capital Financial Advisers, LLC | 409 | $238.0K | 0.00% | +409 | New |
| Steward Partners Investment Advisory, LLC | 405 | $236.0K | 0.00% | +6+1.5% | Added |
| Wolff Wiese Magana LLC | 402 | $234.0K | 0.17% | +3+0.8% | Added |
| Claret Asset Management Corp | 393 | $229.0K | 0.04% | +393 | New |
| Silvercrest Asset Management Group LLC | 390 | $227.0K | 0.00% | −125−24.3% | Reduced |
| Prelude Capital Management, LLC | 388 | $226.0K | 0.01% | −392−50.3% | Reduced |
| Wetherby Asset Management Inc | 387 | $226.0K | 0.01% | +387 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 378 | $220.0K | 0.07% | +378 | New |
| Rockefeller Capital Management L.P. | 374 | $217.0K | 0.00% | +141+60.5% | Added |
| Petrus Trust Company, LTA | 369 | $215.0K | 0.02% | +369 | New |
| Arcadia Investment Management Corp | 365 | $213.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 364 | $212.0K | 0.03% | +364 | New |
| TrinityPoint Wealth, LLC | 363 | $212.0K | 0.04% | +363 | New |
| American Portfolios Advisors | 363 | $211.5K | 0.01% | −9−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 358 | $209.0K | 0.02% | +358 | New |
| Leonteq Securities AG | 350 | $204.0K | 0.02% | +200+133.3% | Added |
| Concorde Asset Management, LLC | 345 | $201.0K | 0.11% | −403−53.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 323 | $188.0K | 0.05% | −38−10.5% | Reduced |
| Parallel Advisors, LLC | 321 | $187.0K | 0.01% | +31+10.7% | Added |
| HHM Wealth Advisors, LLC | 317 | $185.0K | 0.05% | +54+20.5% | Added |
| BBVA USA | 303 | $177.0K | 0.01% | +303 | New |
| Harvest Fund Management Co., Ltd | 275 | $160.0K | 0.02% | −102−27.1% | Reduced |
| Signaturefd, LLC | 272 | $158.0K | 0.01% | +77+39.5% | Added |
| Captrust Financial Advisors | 267 | $156.0K | 0.00% | +16+6.4% | Added |
| Clearstead Advisors, LLC | 248 | $145.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 233 | $135.0K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 220 | $128.0K | 0.06% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $119.0K | 0.02% | 00.0% | Unchanged |
| First Mercantile Trust Co | 203 | $118.0K | 0.01% | +203 | New |
| Salem Investment Counselors Inc | 189 | $110.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 160 | $93.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 152 | $89.0K | 0.03% | −25−14.1% | Reduced |
| Wolverine Asset Management LLC | 152 | $88.0K | 0.00% | +91+149.2% | Added |
| KB Financial Partners, LLC | 149 | $87.0K | 0.03% | −18−10.8% | Reduced |
| Baillie Gifford & Co | 149 | $87.0K | 0.00% | −11−6.9% | Reduced |
| Arkadios Wealth Advisors | 150 | $87.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 148 | $86.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 148 | $86.0K | 0.01% | +88+146.7% | Added |
| Quadrant Capital Group LLC | 145 | $84.0K | 0.01% | +34+30.6% | Added |
| NVWM, LLC | 143 | $83.0K | 0.03% | +143 | New |
| Cullen/Frost Bankers, Inc. | 140 | $82.0K | 0.00% | −100−41.7% | Reduced |
| Huntington National Bank | 128 | $75.0K | 0.00% | +23+21.9% | Added |
| Brewin Dolphin Ltd | 125 | $72.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 120 | $70.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 117 | $68.0K | 0.04% | −2−1.7% | Reduced |
| Private Capital Group, LLC | 102 | $59.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $58.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 92 | $54.0K | 0.00% | −10−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92 | $53.6K | 0.00% | −10−9.8% | Reduced |
| Brown Brothers Harriman & Co | 87 | $51.0K | 0.00% | −100−53.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 75 | $43.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 73 | $43.0K | 0.01% | +5+7.4% | Added |
| Lindbrook Capital, LLC | 63 | $37.0K | 0.01% | +14+28.6% | Added |
| RPg Family Wealth Advisory, LLC | 63 | $36.7K | 0.01% | +63 | New |
| Harbour Investments, Inc. | 60 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 59 | $34.0K | 0.01% | +7+13.5% | Added |
