| GenTrust, LLC | 334 | $202.2K | 0.01% | +334 | New |
| Congress Asset Management Co | 334 | $201.8K | 0.00% | +334 | New |
| Ground Swell Capital, LLC | 331 | $200.0K | 0.28% | +331 | New |
| GAMMA Investing LLC | 326 | $197.0K | 0.02% | +71+27.8% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $181.3K | 0.04% | −600−66.7% | Reduced |
| Fifth Third Bancorp | 296 | $178.9K | 0.00% | +13+4.6% | Added |
| Baldwin Brothers Inc | 278 | $168.3K | 0.01% | +278 | New |
| Principal Securities, Inc. | 267 | $161.1K | 0.00% | +37+16.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 249 | $150.5K | 0.01% | +156+167.7% | Added |
| Whittier Trust Co of Nevada Inc | 229 | $138.4K | 0.00% | +107+87.7% | Added |
| Smithfield Trust Co | 216 | $130.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 209 | $126.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 206 | $124.5K | 0.01% | +206 | New |
| Quent Capital, LLC | 204 | $123.3K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 198 | $119.6K | 0.00% | +52+35.6% | Added |
| Plante Moran Financial Advisors, LLC | 196 | $118.4K | 0.01% | +196 | New |
| Archer Investment Corp | 185 | $111.8K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 172 | $103.8K | 0.02% | +1+0.6% | Added |
| DHJJ Financial Advisors, Ltd. | 150 | $90.6K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 148 | $89.4K | 0.00% | +1+0.7% | Added |
| Aster Capital Management (DIFC) Ltd | 148 | $89.4K | 0.02% | +148 | New |
| Cape Investment Advisory, Inc. | 138 | $83.4K | 0.03% | −5−3.5% | Reduced |
| Quantbot Technologies LP | 128 | $77.3K | 0.00% | +128 | New |
| Pension & Wealth Management Advisors, Inc. | 114 | $69.3K | 0.04% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 109 | $65.9K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 107 | $64.9K | 0.00% | −13−10.8% | Reduced |
| Indiana Trust & Investment Management CO | 100 | $60.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 99 | $59.8K | 0.01% | +11+12.5% | Added |
| Golden State Equity Partners | 99 | $59.8K | 0.01% | +99 | New |
| Umb Bank N A | 88 | $53.2K | 0.00% | +70+388.9% | Added |
| Rise Advisors, LLC | 84 | $51.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $44.7K | 0.00% | +6+8.8% | Added |
| Jones Financial Companies LLLP | 73 | $44.0K | 0.00% | +41+128.1% | Added |
| Smartleaf Asset Management LLC | 72 | $43.6K | 0.01% | +33+84.6% | Added |
| Private Trust Co NA | 72 | $43.5K | 0.00% | −34−32.1% | Reduced |
| Huntington National Bank | 71 | $42.9K | 0.00% | +23+47.9% | Added |
| DT Investment Partners, LLC | 69 | $41.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 67 | $40.5K | 0.03% | 00.0% | Unchanged |
| Tobam | 66 | $40.0K | 0.01% | −3−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 66 | $39.9K | 0.00% | −15−18.5% | Reduced |
| Riverview Trust Co | 66 | $39.9K | 0.03% | +1+1.5% | Added |
| Lindbrook Capital, LLC | 66 | $39.9K | 0.00% | +19+40.4% | Added |
| First Horizon Advisors, Inc. | 65 | $39.3K | 0.00% | +65 | New |
| Bessemer Group Inc | 65 | $39.0K | 0.00% | +35+116.7% | Added |
| Hemington Wealth Management | 66 | $39.0K | 0.01% | +66 | New |
| SRS Capital Advisors, Inc. | 64 | $38.7K | 0.00% | +3+4.9% | Added |
| GeoWealth Management, LLC | 64 | $38.7K | 0.00% | +64 | New |
| Quarry LP | 63 | $38.1K | 0.01% | +63 | New |
| Trust Co of Vermont | 60 | $36.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 54 | $32.6K | 0.01% | +3+5.9% | Added |
| Wintrust Investments LLC | 53 | $32.0K | 0.02% | −477−90.0% | Reduced |
| Versant Capital Management, Inc | 49 | $29.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 46 | $27.8K | 0.00% | −46−50.0% | Reduced |
| Bryn Mawr Trust Co | 44 | $26.6K | 0.00% | +44 | New |
| Proequities, Inc. | 43 | $26.0K | 0.00% | +27+168.8% | Added |
| Whittier Trust Co | 42 | $25.4K | 0.00% | +16+61.5% | Added |
| Contravisory Investment Management, Inc. | 41 | $24.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $24.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 37 | $22.4K | 0.00% | −1,256,921−100.0% | Reduced |
| Atlas Capital Advisors LLC | 37 | $22.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 36 | $21.8K | 0.01% | +36 | New |
| Picton Mahoney Asset Management | 33 | $20.0K | 0.00% | +14+73.7% | Added |
| Rosenberg Matthew Hamilton | 33 | $19.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $18.7K | 0.00% | +4+14.8% | Added |
| JFS Wealth Advisors, LLC | 31 | $18.7K | 0.00% | +1+3.3% | Added |
| Covestor Ltd | 29 | $18.0K | 0.01% | +1+3.6% | Added |
| Frazier Financial Advisors, LLC | 29 | $17.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $16.9K | 0.00% | −9−24.3% | Reduced |
| Manchester Capital Management LLC | 25 | $15.1K | 0.00% | −1−3.8% | Reduced |
| Larson Financial Group LLC | 25 | $15.1K | 0.00% | +25 | New |
| Capital Performance Advisors LLP | 25 | $15.1K | 0.00% | +25 | New |
| Byrne Asset Management LLC | 21 | $12.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $12.7K | 0.01% | +4+23.5% | Added |
| FinTrust Capital Advisors, LLC | 20 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $10.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 15 | $9.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $8.48K | 0.00% | −86−86.0% | Reduced |
| St Germain D J Co Inc | 13 | $7.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $7.58K | 0.00% | +13 | New |
| First Pacific Financial | 12 | $7.25K | 0.00% | +2+20.0% | Added |
| Brown Brothers Harriman & Co | 12 | $7.25K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 12 | $7.25K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $6.65K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 10 | $6.04K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $6.04K | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $5.45K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9 | $5.00K | 0.00% | +7+350.0% | Added |
| SJS Investment Consulting Inc. | 8 | $4.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $4.83K | 0.00% | +5+166.7% | Added |
| West Paces Advisors Inc. | 8 | $4.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $4.23K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7 | $4.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $4.23K | 0.00% | +2+40.0% | Added |
| Red Tortoise LLC | 6 | $3.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $3.63K | 0.00% | +1+20.0% | Added |
| Beacon Capital Management, LLC | 6 | $3.63K | 0.00% | +6 | New |
| Skopos Labs, Inc. | 5 | $3.02K | 0.00% | +5 | New |
