| Vise Technologies, Inc. | 2,791 | $229.5K | 0.00% | +2,791 | New |
| DnB Asset Management AS | 2,763 | $227.2K | 0.00% | +2,763 | New |
| Acadian Asset Management LLC | 2,602 | $213.0K | 0.00% | −9,025−77.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,542 | $209.0K | 0.00% | +807+46.5% | Added |
| Truist Financial Corp | 2,517 | $207.0K | 0.00% | +2,517 | New |
| Toroso Investments, LLC | 2,478 | $203.8K | 0.00% | +2,478 | New |
| Abel Hall, LLC | 2,456 | $202.0K | 0.03% | +2,456 | New |
| US Bancorp | 1,920 | $157.9K | 0.00% | +128+7.1% | Added |
| GAMMA Investing LLC | 1,838 | $151.1K | 0.01% | +283+18.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,725 | $141.8K | 0.00% | +1,725 | New |
| Smartleaf Asset Management LLC | 1,665 | $138.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,597 | $131.3K | 0.12% | +1,597 | New |
| Global Retirement Partners, LLC | 1,593 | $131.0K | 0.00% | +1,593 | New |
| Rothschild Investment LLC | 1,330 | $109.4K | 0.00% | +227+20.6% | Added |
| Eurizon Capital SGR S.p.A. | 1,301 | $108.2K | 0.00% | −290−18.2% | Reduced |
| Parallel Advisors, LLC | 1,305 | $107.3K | 0.00% | −46−3.4% | Reduced |
| Freestone Grove Partners LP | 1,053 | $86.6K | 0.00% | +1,053 | New |
| Nisa Investment Advisors, LLC | 1,041 | $85.6K | 0.00% | +296+39.7% | Added |
| Hantz Financial Services, Inc. | 976 | $80.0K | 0.00% | +321+49.0% | Added |
| Umb Bank N A | 967 | $79.5K | 0.00% | −19−1.9% | Reduced |
| Sterling Capital Management LLC | 937 | $77.0K | 0.00% | −886−48.6% | Reduced |
| EverSource Wealth Advisors, LLC | 926 | $76.1K | 0.00% | −697−42.9% | Reduced |
| UBS Asset Management Americas Inc | 828 | $68.1K | 0.00% | −147,434−99.4% | Reduced |
| Covestor Ltd | 553 | $46.0K | 0.03% | +24+4.5% | Added |
| Fifth Third Bancorp | 498 | $41.0K | 0.00% | −50−9.1% | Reduced |
| NBC Securities, Inc. | 463 | $38.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 455 | $37.4K | 0.00% | −28−5.8% | Reduced |
| Bessemer Group Inc | 407 | $33.0K | 0.00% | +80+24.5% | Added |
| Kemnay Advisory Services Inc. | 375 | $30.8K | 0.00% | +18+5.0% | Added |
| Allworth Financial LP | 298 | $24.5K | 0.00% | +144+93.5% | Added |
| Farther Finance Advisors, LLC | 283 | $23.3K | 0.00% | −104−26.9% | Reduced |
| Optiver Holding B.V. | 270 | $22.2K | 0.00% | +150+125.0% | Added |
| IFP Advisors, Inc | 254 | $20.9K | 0.00% | −1−0.4% | Reduced |
| Essential Partners LLC | 251 | $20.6K | 0.01% | −6−2.3% | Reduced |
| Huntington National Bank | 245 | $20.1K | 0.00% | −5−2.0% | Reduced |
| Financial Management Professionals, Inc. | 244 | $20.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 204 | $16.8K | 0.00% | +64+45.7% | Added |
| Creative Financial Designs Inc | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 193 | $15.9K | 0.00% | +7+3.8% | Added |
| Versant Capital Management, Inc | 184 | $15.1K | 0.00% | +69+60.0% | Added |
| Jones Financial Companies LLLP | 164 | $13.7K | 0.00% | +150+1,071.4% | Added |
| SJS Investment Consulting Inc. | 158 | $13.0K | 0.00% | +34+27.4% | Added |
| Rockefeller Capital Management L.P. | 153 | $12.6K | 0.00% | −2−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 141 | $11.6K | 0.00% | +141 | New |
| Parkside Financial Bank & Trust | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 122 | $10.0K | 0.00% | +122 | New |
| Signaturefd, LLC | 108 | $8.88K | 0.00% | +97+881.8% | Added |
| WealthCollab, LLC | 95 | $7.81K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 87 | $7.15K | 0.00% | +87 | New |
| Cedar Mountain Advisors, LLC | 84 | $6.91K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 84 | $6.91K | 0.00% | +39+86.7% | Added |
| Private Wealth Management Group, LLC | 79 | $6.50K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 74 | $6.08K | 0.00% | +74 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 71 | $5.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $5.10K | 0.00% | +22+55.0% | Added |
| Action Point Financial Planning, LLC | 62 | $5.01K | 0.00% | +62 | New |
| Valued Wealth Advisors LLC | 59 | $4.85K | 0.00% | +59 | New |
| CVA Family Office, LLC | 58 | $4.77K | 0.00% | +9+18.4% | Added |
| Spire Wealth Management | 53 | $4.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $3.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $3.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.21K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 38 | $3.13K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 38 | $3.13K | 0.00% | +38 | New |
| Fortitude Family Office, LLC | 32 | $2.63K | 0.00% | +2+6.7% | Added |
| Quent Capital, LLC | 31 | $2.55K | 0.00% | −21−40.4% | Reduced |
| Elequin Capital LP | 28 | $2.30K | 0.00% | +13+86.7% | Added |
| WPG Advisers, LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 23 | $1.89K | 0.00% | +5+27.8% | Added |
| Keating Financial Advisory Services, Inc. | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 18 | $1.48K | 0.00% | +18 | New |
| Silver Grove Financial Group, Inc. | 16 | $1.32K | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $1.15K | 0.00% | +1+7.7% | Added |
| SHP Wealth Management | 14 | $1.15K | 0.00% | +6+75.0% | Added |
| Creative Capital Management Investments LLC | 14 | $1.15K | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 11 | $905 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $905 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $905 | 0.00% | +4+57.1% | Added |
| Transamerica Financial Advisors, Inc. | 9 | $740 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9 | $740 | 0.00% | +9 | New |
| Larson Financial Group LLC | 8 | $658 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $658 | 0.00% | +5+166.7% | Added |
| Ameritas Advisory Services, LLC | 8 | $658 | 0.00% | +8 | New |
| Trust Co | 7 | $576 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $576 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $494 | 0.00% | −1−14.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5 | $411 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $411 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 3 | $247 | 0.00% | −1−25.0% | Reduced |
| Private Trust Co NA | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $247 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $247 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $247 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $165 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
