| Evelyn Partners Investment Management Services Ltd | 34 | $65.1K | 0.01% | +30+750.0% | Added |
| State of Wyoming | 32 | $61.3K | 0.01% | −2−5.9% | Reduced |
| Deseret Mutual Benefit Administrators | 32 | $61.3K | 0.02% | +14+77.8% | Added |
| Banque Cantonale Vaudoise | 32 | $61.0K | 0.00% | +32 | New |
| Whittier Trust Co | 31 | $59.1K | 0.00% | −11−26.2% | Reduced |
| Compagnie Lombard Odier SCmA | 30 | $57.4K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 30 | $57.4K | 0.01% | +30 | New |
| Mirae Asset Global Investments Co., Ltd. | 29 | $55.5K | 0.00% | −61−67.8% | Reduced |
| Boyd Watterson Asset Management LLC | 28 | $53.6K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 28 | $53.6K | 0.00% | +28 | New |
| CVA Family Office, LLC | 27 | $51.7K | 0.01% | +15+125.0% | Added |
| Mather Group, LLC. | 27 | $51.7K | 0.00% | +27 | New |
| Delta Asset Management LLC | 26 | $49.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 24 | $45.9K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 24 | $45.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $45.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $45.9K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 24 | $45.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 23 | $44.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $40.2K | 0.01% | +21 | New |
| Toth Financial Advisory Corp | 20 | $38.3K | 0.00% | −2−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 20 | $38.3K | 0.00% | −75−78.9% | Reduced |
| St Germain D J Co Inc | 20 | $38.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $38.3K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 20 | $38.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $38.3K | 0.01% | +20 | New |
| SRS Capital Advisors, Inc. | 19 | $36.4K | 0.00% | −85−81.7% | Reduced |
| Private Wealth Management Group, LLC | 19 | $36.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $34.5K | 0.00% | +3+20.0% | Added |
| JFS Wealth Advisors, LLC | 17 | $32.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 17 | $32.5K | 0.00% | +1+6.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $32.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 17 | $31.8K | 0.01% | −161−90.4% | Reduced |
| Pin Oak Investment Advisors Inc | 16 | $31.0K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 16 | $30.6K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 16 | $30.6K | 0.00% | +1+6.7% | Added |
| Measured Wealth Private Client Group, LLC | 15 | $28.7K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $28.7K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $26.8K | 0.01% | −5−26.3% | Reduced |
| Essential Partners LLC | 14 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 14 | $26.8K | 0.01% | +1+7.7% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 14 | $26.8K | 0.12% | +14 | New |
| NBC Securities, Inc. | 14 | $26.8K | 0.00% | −1−6.7% | Reduced |
| Anfield Capital Management, LLC | 13 | $24.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $24.9K | 0.00% | +2+18.2% | Added |
| Positano Wealth Management Ltd | 13 | $24.9K | 0.02% | +4+44.4% | Added |
| TIAA Wealth Investment Management LLC | 13 | $24.9K | 0.00% | +13 | New |
| Barrett & Company, Inc. | 12 | $23.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $23.0K | 0.01% | +1+9.1% | Added |
| Adirondack Trust Co | 12 | $23.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $21.1K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $21.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 11 | $21.1K | 0.01% | +11 | New |
| Hantz Financial Services, Inc. | 11 | $21.0K | 0.00% | −8−42.1% | Reduced |
| GW&K Investment Management, LLC | 11 | $21.0K | 0.00% | +6+120.0% | Added |
| Board of the Pension Protection Fund | 10 | $19.1K | 0.02% | −10−50.0% | Reduced |
| Spire Wealth Management | 10 | $19.1K | 0.00% | −8−44.4% | Reduced |
| Zions Bancorporation, National Association | 10 | $19.1K | 0.00% | −1−9.1% | Reduced |
| Private Trust Co NA | 10 | $19.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $19.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 10 | $19.1K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 10 | $19.1K | 0.00% | +10 | New |
| Scarborough Advisors, LLC | 10 | $19.1K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9 | $17.2K | 0.02% | −49−84.5% | Reduced |
| GoalVest Advisory LLC | 9 | $17.2K | 0.00% | −11−55.0% | Reduced |
| Pinnacle Bancorp, Inc. | 9 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 9 | $17.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $15.3K | 0.00% | −17−68.0% | Reduced |
| First Command Advisory Services, Inc. | 8 | $15.3K | 0.00% | +8 | New |
| Raiffeisen Bank International AG | 8 | $15.1K | 0.00% | −391−98.0% | Reduced |
| Legacy Bridge, LLC | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $13.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $13.4K | 0.00% | +2+40.0% | Added |
| MV Capital Management, Inc. | 6 | $11.5K | 0.00% | −5−45.5% | Reduced |
| Atlantic Trust, LLC | 6 | $11.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 6 | $11.5K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 6 | $11.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 6 | $11.5K | 0.00% | +6 | New |
| CX Institutional | 6 | $11.0K | 0.00% | +6 | New |
| Cranbrook Wealth Management, LLC | 5 | $9.57K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $9.57K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 5 | $9.57K | 0.06% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5 | $9.57K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5 | $9.57K | 0.00% | +1+25.0% | Added |
| Kemnay Advisory Services Inc. | 5 | $9.57K | 0.00% | +5 | New |
| Richardson Capital Management LLC | 5 | $9.57K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 4 | $7.66K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4 | $7.66K | 0.00% | −226−98.3% | Reduced |
| LGT Financial Advisors LLC | 4 | $7.66K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 4 | $7.66K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $7.66K | 0.00% | +4 | New |
| Burk Holdings LLC | 4 | $7.66K | 0.00% | +4 | New |
| Asset Dedication, LLC | 3 | $5.74K | 0.00% | −8−72.7% | Reduced |
