| Quarry LP | 729 | $62.3K | 0.01% | +450+161.3% | Added |
| EverSource Wealth Advisors, LLC | 722 | $61.7K | 0.00% | +503+229.7% | Added |
| Parallel Advisors, LLC | 701 | $59.9K | 0.00% | +32+4.8% | Added |
| Public Employees Retirement System of Ohio | 647 | $55.3K | 0.00% | −34−5.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 586 | $50.0K | 0.00% | +8+1.4% | Added |
| Advisors Asset Management, Inc. | 512 | $43.7K | 0.00% | −4,619−90.0% | Reduced |
| CIBC Private Wealth Group, LLC | 481 | $42.3K | 0.00% | −762−61.3% | Reduced |
| Ancora Advisors, LLC | 460 | $39.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 450 | $38.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 443 | $37.8K | 0.01% | −25−5.3% | Reduced |
| Fifth Third Bancorp | 439 | $37.5K | 0.00% | −36−7.6% | Reduced |
| Fortitude Family Office, LLC | 416 | $35.5K | 0.01% | +334+407.3% | Added |
| Hexagon Capital Partners LLC | 399 | $34.1K | 0.01% | +16+4.2% | Added |
| Sandy Spring Bank | 396 | $33.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $33.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 385 | $32.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 385 | $32.9K | 0.00% | +148+62.4% | Added |
| Kennebec Savings Bank | 388 | $32.7K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 373 | $31.9K | 0.02% | −2−0.5% | Reduced |
| Farther Finance Advisors, LLC | 367 | $31.3K | 0.00% | −20−5.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 352 | $30.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 342 | $29.2K | 0.00% | +342 | New |
| Caitong International Asset Management Co., Ltd | 304 | $26.0K | 0.03% | +304 | New |
| Heritage Wealth Advisors | 300 | $25.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 294 | $25.1K | 0.00% | +294 | New |
| Rise Advisors, LLC | 268 | $22.9K | 0.01% | +2+0.8% | Added |
| Farmers & Merchants Investments Inc | 263 | $22.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 260 | $22.2K | 0.00% | +260 | New |
| Central Pacific Bank - Trust Division | 248 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $19.8K | 0.00% | +1+0.4% | Added |
| Point72 Hong Kong Ltd | 215 | $18.3K | 0.00% | +215 | New |
| Harbor Capital Advisors, Inc. | 206 | $18.0K | 0.00% | +10+5.1% | Added |
| Parkside Financial Bank & Trust | 208 | $17.8K | 0.00% | −1−0.5% | Reduced |
| SBI Securities Co., Ltd. | 200 | $17.1K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 195 | $16.7K | 0.00% | −10−4.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 189 | $16.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 162 | $13.8K | 0.00% | +1+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 157 | $13.4K | 0.00% | +157 | New |
| Bryn Mawr Trust Co | 152 | $13.0K | 0.00% | +4+2.7% | Added |
| Financial Perspectives, Inc | 142 | $12.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 135 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 134 | $11.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 132 | $11.3K | 0.01% | −60−31.3% | Reduced |
| CoreFirst Bank & Trust | 132 | $11.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 129 | $11.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,000 | $9.98K | 0.00% | +10,000 | New |
| Brown Brothers Harriman & Co | 114 | $9.74K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 114 | $9.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $9.74K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 113 | $9.66K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 107 | $9.14K | 0.00% | +5+4.9% | Added |
| GPS Wealth Strategies Group, LLC | 102 | $8.73K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 96 | $8.20K | 0.00% | −39−28.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $8.03K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $7.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $7.17K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $6.32K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $5.55K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $5.38K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 59 | $5.04K | 0.00% | −11−15.7% | Reduced |
| BankPlus Trust Department | 57 | $4.87K | 0.00% | +57 | New |
| Sterling Capital Management LLC | 56 | $4.78K | 0.00% | −1−1.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 55 | $4.70K | 0.00% | +11+25.0% | Added |
| Altshuler Shaham Ltd | 44 | $3.76K | 0.00% | −8−15.4% | Reduced |
| Millstone Evans Group, LLC | 44 | $3.76K | 0.00% | +44 | New |
| Hallmark Capital Management Inc | 41 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $3.12K | 0.00% | +1+2.8% | Added |
| First Horizon Advisors, Inc. | 36 | $3.08K | 0.00% | +10+38.5% | Added |
| Capital Advisors, Ltd. LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $2.67K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 29 | $2.48K | 0.00% | +29 | New |
| Beacon Capital Management, LLC | 28 | $2.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 26 | $2.22K | 0.00% | +26 | New |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $2.00K | 0.00% | +8+44.4% | Added |
| Private Wealth Management Group, LLC | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 23 | $1.96K | 0.00% | +23 | New |
| Skopos Labs, Inc. | 22 | $1.88K | 0.00% | +22 | New |
| Van Hulzen Asset Management, LLC | 20 | $1.71K | 0.00% | +20 | New |
| Park Square Financial Group, LLC | 20 | $1.71K | 0.00% | +20 | New |
| Principal Securities, Inc. | 19 | $1.62K | 0.00% | +8+72.7% | Added |
| Cullen/Frost Bankers, Inc. | 18 | $1.54K | 0.00% | +18 | New |
| Horizon Investments, LLC | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $1.34K | 0.00% | +15 | New |
| Catherine Avery Investment Management LLC | 15 | $1.28K | 0.00% | +15 | New |
| Eastern Bank | 14 | $1.20K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 14 | $1.16K | 0.00% | +1+7.7% | Added |
| Clearstead Advisors, LLC | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Grove Bank & Trust | 10 | $854 | 0.00% | +4+66.7% | Added |
| Glass Jacobson Investment Advisors llc | 9 | $769 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $769 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $684 | 0.00% | −2−20.0% | Reduced |