| Williams Jones Wealth Management, LLC. | 1,110 | $215.6K | 0.00% | −18−1.6% | Reduced |
| National Asset Management, Inc. | 1,088 | $211.3K | 0.01% | −190−14.9% | Reduced |
| Park National Corp | 1,076 | $209.0K | 0.01% | +1,076 | New |
| Verition Fund Management LLC | 1,069 | $207.7K | 0.00% | −639−37.4% | Reduced |
| Perpetual Investment Management Ltd | 1,068 | $207.5K | 0.02% | +1,068 | New |
| Cresset Asset Management, LLC | 1,065 | $206.9K | 0.00% | −749−41.3% | Reduced |
| Mission Wealth Management, LP | 1,063 | $206.5K | 0.01% | +1,063 | New |
| Cerity Partners LLC | 1,059 | $205.7K | 0.00% | +1,059 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,046 | $203.2K | 0.03% | +1,046 | New |
| Resonant Capital Advisors, LLC | 1,043 | $202.6K | 0.03% | −74−6.6% | Reduced |
| Investment House LLC | 1,030 | $200.1K | 0.02% | +1,030 | New |
| Wahed Invest LLC | 1,027 | $199.5K | 0.10% | +96+10.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,002 | $194.6K | 0.09% | +1,002 | New |
| Sentry Investment Management LLC | 997 | $194.0K | 0.09% | +792+386.3% | Added |
| Manchester Capital Management LLC | 996 | $193.5K | 0.03% | +996 | New |
| Rockefeller Capital Management L.P. | 983 | $189.0K | 0.00% | −380−27.9% | Reduced |
| IFP Advisors, Inc | 1,257 | $188.0K | 0.01% | −2−0.2% | Reduced |
| Belpointe Asset Management LLC | 840 | $163.1K | 0.01% | +21+2.6% | Added |
| PEAK6 Investments LLC | 822 | $159.7K | 0.01% | +822 | New |
| Harbor Investment Advisory, LLC | 815 | $158.3K | 0.02% | −51−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 783 | $152.1K | 0.00% | −73−8.5% | Reduced |
| SRS Capital Advisors, Inc. | 677 | $131.5K | 0.02% | −79−10.4% | Reduced |
| Grove Bank & Trust | 663 | $129.0K | 0.03% | +663 | New |
| Pacer Advisors, Inc. | 608 | $118.1K | 0.00% | +608 | New |
| CWM, LLC | 609 | $118.0K | 0.00% | +133+27.9% | Added |
| Geneos Wealth Management Inc. | 583 | $113.2K | 0.01% | +18+3.2% | Added |
| Credit Agricole S A | 516 | $100.2K | 0.00% | −15,441−96.8% | Reduced |
| Spire Wealth Management | 516 | $100.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 497 | $96.5K | 0.00% | +45+10.0% | Added |
| Capital Advisors, Ltd. LLC | 471 | $91.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 428 | $83.1K | 0.01% | +428 | New |
| Global Retirement Partners, LLC | 425 | $82.6K | 0.01% | +153+56.3% | Added |
| Signaturefd, LLC | 384 | $74.6K | 0.00% | −104−21.3% | Reduced |
| Park Place Capital Corp | 356 | $69.0K | 0.02% | +356 | New |
| Ronald Blue Trust, Inc. | 326 | $60.0K | 0.00% | +34+11.6% | Added |
| Alta Advisers Ltd | 300 | $58.0K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 291 | $56.0K | 0.01% | +7+2.5% | Added |
| Crewe Advisors LLC | 287 | $55.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 277 | $53.8K | 0.00% | +79+39.9% | Added |
| Coastal Capital Group, Inc. | 281 | $51.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 242 | $47.0K | 0.01% | +117+93.6% | Added |
| Johnson Financial Group, Inc. | 211 | $41.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 180 | $35.0K | 0.00% | −70−28.0% | Reduced |
| Quadrant Capital Group LLC | 173 | $33.6K | 0.00% | −71−29.1% | Reduced |
| One Wealth Advisors, LLC | 161 | $31.3K | 0.01% | +161 | New |
| California State Teachers Retirement System | 157 | $30.5K | 0.00% | −7−4.3% | Reduced |
| Lindbrook Capital, LLC | 156 | $30.3K | 0.00% | +19+13.9% | Added |
| Glass Jacobson Investment Advisors llc | 155 | $30.1K | 0.01% | +155 | New |
| Tradition Wealth Management, LLC | 157 | $30.0K | 0.00% | −40−20.3% | Reduced |
| Zullo Investment Group, Inc. | 144 | $28.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 138 | $26.8K | 0.00% | −29−17.4% | Reduced |
| Nomura Asset Management Co Ltd | 138 | $26.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 407 | $26.7K | 0.00% | +407 | New |
| Farther Finance Advisors, LLC | 124 | $24.1K | 0.01% | +124 | New |
| MBM Wealth Consultants, LLC | 120 | $23.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 105 | $20.4K | 0.00% | +105 | New |
| Resurgent Financial Advisors LLC | 103 | $20.0K | 0.01% | +103 | New |
| Cassady Schiller Wealth Management, LLC | 100 | $19.4K | 0.01% | +100 | New |
| State of Wyoming | 99 | $19.2K | 0.01% | +16+19.3% | Added |
| Private Trust Co NA | 98 | $19.0K | 0.00% | +38+63.3% | Added |
| Column Capital Advisors, LLC | 89 | $17.3K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 87 | $16.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 79 | $15.3K | 0.00% | +79 | New |
| Baldwin Brothers Inc | 74 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 72 | $14.0K | 0.00% | +27+60.0% | Added |
| MinichMacGregor Wealth Management, LLC | 69 | $13.4K | 0.00% | +69 | New |
| CoreCap Advisors, LLC | 68 | $13.2K | 0.00% | +68 | New |
| Sofos Investments, Inc. | 194 | $13.1K | 0.14% | −3,854−95.2% | Reduced |
| FinTrust Capital Advisors, LLC | 62 | $12.0K | 0.00% | −5−7.5% | Reduced |
| West Paces Advisors Inc. | 59 | $11.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 56 | $10.9K | 0.00% | +56 | New |
| Cornerstone Planning Group LLC | 47 | $10.8K | 0.00% | +47 | New |
| Carmichael Hill & Associates, Inc. | 55 | $10.7K | 0.01% | 00.0% | Unchanged |
| My Personal CFO, LLC | 52 | $10.1K | 0.01% | +52 | New |
| Pinnacle Bancorp, Inc. | 50 | $10.0K | 0.00% | −34−40.5% | Reduced |
| Front Row Advisors LLC | 53 | $10.0K | 0.01% | +6+12.8% | Added |
| Citizens National Bank Trust Department | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 49 | $10.0K | 0.00% | +49 | New |
| U.S. Capital Wealth Advisors, LLC | 50 | $9.71K | 0.00% | +50 | New |
| MV Capital Management, Inc. | 50 | $9.71K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $9.71K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 49 | $9.52K | 0.00% | +49 | New |
| Trustcore Financial Services, LLC | 45 | $8.74K | 0.00% | −40−47.1% | Reduced |
| Harbour Investments, Inc. | 40 | $7.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $7.77K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $7.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $7.00K | 0.00% | +5+17.2% | Added |
| AdvisorNet Financial, Inc | 35 | $6.80K | 0.00% | −12−25.5% | Reduced |
| Washington Trust Co | 31 | $6.02K | 0.00% | −2−6.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $6.00K | 0.01% | −69−67.0% | Reduced |
| Allworth Financial LP | 29 | $5.63K | 0.00% | +3+11.5% | Added |
| RWM Asset Management, LLC | 29 | $5.63K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $5.44K | 0.01% | +28 | New |
| Eagle Bay Advisors LLC | 27 | $5.25K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 27 | $5.24K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $4.86K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 23 | $4.47K | 0.00% | 00.0% | Unchanged |
