| Maryland Capital Advisors Inc. | 32 | $68.8K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 30 | $64.5K | 0.00% | −3−9.1% | Reduced |
| Versant Capital Management, Inc | 29 | $62.3K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 28 | $60.2K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 838 | $58.0K | 0.00% | +811+3,003.7% | Added |
| Delta Asset Management LLC | 26 | $55.9K | 0.00% | −2−7.1% | Reduced |
| Johnson Financial Group, Inc. | 25 | $53.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 24 | $51.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $51.6K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 24 | $51.6K | 0.01% | +24 | New |
| Keating Financial Advisory Services, Inc. | 24 | $51.6K | 0.01% | +24 | New |
| City Holding Co | 24 | $51.6K | 0.01% | +12+100.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 23 | $49.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 23 | $49.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $47.3K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 21 | $45.1K | 0.02% | +21 | New |
| Board of the Pension Protection Fund | 20 | $43.0K | 0.04% | −450−95.7% | Reduced |
| St Germain D J Co Inc | 20 | $43.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 20 | $43.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 20 | $43.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $43.0K | 0.00% | +20 | New |
| Hantz Financial Services, Inc. | 19 | $41.0K | 0.00% | −2−9.5% | Reduced |
| Private Wealth Management Group, LLC | 19 | $40.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 19 | $40.8K | 0.01% | +19 | New |
| Lavaca Capital LLC | 18 | $38.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $38.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 18 | $38.7K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 18 | $38.7K | 0.02% | +18 | New |
| JFS Wealth Advisors, LLC | 17 | $36.5K | 0.00% | +3+21.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $36.5K | 0.01% | +11+183.3% | Added |
| Chilton Capital Management LLC | 16 | $34.4K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 16 | $34.4K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $34.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $32.2K | 0.00% | +3+25.0% | Added |
| Measured Wealth Private Client Group, LLC | 15 | $32.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 15 | $32.2K | 0.00% | +15 | New |
| NBC Securities, Inc. | 15 | $32.2K | 0.00% | −1−6.3% | Reduced |
| Basepoint Wealth LLC | 15 | $32.2K | 0.02% | +15 | New |
| Essential Partners LLC | 14 | $30.1K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 14 | $30.1K | 0.00% | +14 | New |
| Anfield Capital Management, LLC | 13 | $27.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $27.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $27.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $25.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $25.8K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 12 | $25.8K | 0.02% | +12 | New |
| Adirondack Trust Co | 12 | $25.8K | 0.01% | −15−55.6% | Reduced |
| Valley National Advisers Inc | 12 | $25.0K | 0.00% | +12 | New |
| Asset Dedication, LLC | 11 | $23.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $23.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $23.6K | 0.00% | +5+83.3% | Added |
| Gables Capital Management Inc. | 11 | $23.6K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $23.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $23.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $23.6K | 0.00% | +1+10.0% | Added |
| Zions Bancorporation, National Association | 11 | $23.6K | 0.00% | +9+450.0% | Added |
| Private Trust Co NA | 10 | $21.5K | 0.00% | −22−68.8% | Reduced |
| Global Trust Asset Management, LLC | 10 | $21.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 10 | $21.5K | 0.01% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 12 | $20.0K | 0.00% | +12 | New |
| Rosenberg Matthew Hamilton | 9 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 9 | $19.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 9 | $19.3K | 0.01% | +1+12.5% | Added |
| Positano Wealth Management Ltd | 9 | $19.3K | 0.02% | +9 | New |
| UMA Financial Services, Inc. | 8 | $17.2K | 0.00% | +8 | New |
| Miller Global Investments, LLC | 8 | $17.2K | 0.02% | +8 | New |
| Creative Financial Designs Inc | 7 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $15.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $15.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $12.9K | 0.00% | −8−57.1% | Reduced |
| Silicon Valley Capital Partners | 6 | $12.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $12.9K | 0.01% | +6 | New |
| Entrust Financial LLC | 6 | $12.9K | 0.01% | +6 | New |
| GW&K Investment Management, LLC | 5 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $10.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5 | $10.7K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5 | $10.7K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 5 | $10.7K | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $10.7K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 4 | $8.60K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $8.60K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 4 | $8.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4 | $8.60K | 0.00% | +4 | New |
| High Point Wealth Management, LLC | 4 | $8.60K | 0.01% | +4 | New |
| Manchester Capital Management LLC | 3 | $6.45K | 0.00% | −32−91.4% | Reduced |
| Proffitt & Goodson Inc | 3 | $6.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $6.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $6.45K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $6.45K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3 | $6.45K | 0.00% | +3 | New |
| Vision Retirement, LLC | 3 | $6.45K | 0.00% | +3 | New |
| Sunrise Financial Services, LLC | 3 | $6.45K | 0.00% | +3 | New |
| Ogorek Anthony Joseph | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $4.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $4.30K | 0.00% | +1+100.0% | Added |