| Canandaigua National Bank & Trust Co | 552 | $245.5K | 0.02% | +552 | New |
| Fox Run Management, L.L.C. | 545 | $242.4K | 0.04% | −3,503−86.5% | Reduced |
| Claret Asset Management Corp | 543 | $242.0K | 0.03% | −1,739−76.2% | Reduced |
| Markin Volterra Fund LP | 539 | $239.7K | 0.81% | +539 | New |
| BTG Pactual Asset Management US LLC | 532 | $236.6K | 0.02% | +532 | New |
| Leonteq Securities AG | 530 | $235.7K | 0.01% | −649−55.0% | Reduced |
| Allstate Corp | 521 | $231.7K | 0.00% | −8,749−94.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 513 | $228.0K | 0.01% | +513 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 512 | $227.7K | 0.00% | +512 | New |
| Institute for Wealth Management, LLC. | 501 | $222.8K | 0.02% | +501 | New |
| Prosperity Consulting Group, LLC | 501 | $222.8K | 0.01% | +501 | New |
| Oakmont Investment Advisors, Inc. | 500 | $222.4K | 0.15% | +500 | New |
| Financial Planning Hawaii, Inc. | 499 | $222.0K | 0.12% | +499 | New |
| Medallion Wealth Advisors, LLC | 895 | $221.3K | 0.07% | +855+2,137.5% | Added |
| Somerset Trust Co | 497 | $221.1K | 0.06% | +497 | New |
| Flputnam Investment Management Co | 485 | $215.7K | 0.00% | +485 | New |
| Greenspring Advisors, LLC | 483 | $214.8K | 0.01% | +483 | New |
| OpenArc Corporate Advisory, LLC | 483 | $214.8K | 0.00% | +483 | New |
| West Family Investments, Inc. | 482 | $214.4K | 0.06% | +482 | New |
| Westwood Holdings Group Inc. | 480 | $213.5K | 0.00% | +480 | New |
| McAdam, LLC | 478 | $212.6K | 0.01% | +478 | New |
| Emerald Advisors, LLC | 475 | $211.4K | 0.03% | +475 | New |
| Atlantic Union Bankshares Corp | 463 | $205.7K | 0.00% | +1+0.2% | Added |
| Quarry LP | 462 | $205.5K | 0.03% | +462 | New |
| Krane Funds Advisors LLC | 460 | $204.6K | 0.01% | +460 | New |
| Sciencast Management LP | 457 | $203.3K | 0.04% | +457 | New |
| Western Wealth Management, LLC | 450 | $200.2K | 0.01% | +450 | New |
| IFP Advisors, Inc | 434 | $193.0K | 0.00% | +245+129.6% | Added |
| Geneos Wealth Management Inc. | 430 | $191.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 422 | $187.7K | 0.05% | −540−56.1% | Reduced |
| Macquarie Group Ltd | 416 | $185.0K | 0.00% | +416 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 378 | $168.1K | 0.51% | −1,010−72.8% | Reduced |
| Nomura Asset Management Co Ltd | 307 | $136.6K | 0.00% | +57+22.8% | Added |
| Truvestments Capital LLC | 297 | $132.3K | 0.02% | −22−6.9% | Reduced |
| Salomon & Ludwin, LLC | 295 | $121.3K | 0.01% | −92−23.8% | Reduced |
| Northwest & Ethical Investments L.P. | 288 | $119.8K | 0.00% | −480−62.5% | Reduced |
| Estabrook Capital Management | 250 | $111.2K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 239 | $106.0K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 266 | $103.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 226 | $100.5K | 0.02% | +226 | New |
| Covestor Ltd | 217 | $97.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 212 | $94.3K | 0.00% | +46+27.7% | Added |
| SJS Investment Consulting Inc. | 205 | $91.2K | 0.01% | −25−10.9% | Reduced |
| Creative Financial Designs Inc | 198 | $88.2K | 0.00% | +25+14.5% | Added |
| Measured Wealth Private Client Group, LLC | 196 | $87.2K | 0.02% | +100+104.2% | Added |
| True Wealth Design, LLC | 192 | $85.4K | 0.02% | +30+18.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191 | $85.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 184 | $81.8K | 0.02% | +70+61.4% | Added |
| First National Bank | 161 | $71.6K | 0.03% | +161 | New |
| Clearstead Advisors, LLC | 160 | $71.2K | 0.00% | +105+190.9% | Added |
| Smithfield Trust Co | 155 | $69.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 144 | $64.2K | 0.01% | +108+300.0% | Added |
| Capital Advisors, Ltd. LLC | 137 | $61.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 137 | $60.9K | 0.00% | +59+75.6% | Added |
| Parkside Financial Bank & Trust | 133 | $59.2K | 0.00% | −48−26.5% | Reduced |
| UMA Financial Services, Inc. | 122 | $54.3K | 0.01% | +2+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 142 | $49.6K | 0.00% | −3−2.1% | Reduced |
| V-Square Quantitative Management LLC | 111 | $49.4K | 0.00% | +15+15.6% | Added |
| Owl Creek Wealth Partners LLC | 108 | $48.0K | 0.01% | +20+22.7% | Added |
| Basecamp Wealth Advisors LLC | 108 | $48.0K | 0.01% | +24+28.6% | Added |
| Bell Investment Advisors, Inc | 106 | $47.1K | 0.01% | −2−1.9% | Reduced |
| Armstrong Advisory Group, Inc | 105 | $46.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 102 | $45.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 99 | $44.0K | 0.01% | +15+17.9% | Added |
| Quent Capital, LLC | 94 | $41.9K | 0.00% | −3−3.1% | Reduced |
| Rakuten Securities, Inc. | 89 | $39.6K | 0.01% | −66−42.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 89 | $39.6K | 0.00% | +50+128.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 88 | $39.0K | 0.00% | +88 | New |
| Carolina Wealth Advisors, LLC | 87 | $38.7K | 0.02% | +28+47.5% | Added |
| Bare Financial Services, Inc | 86 | $38.3K | 0.01% | +33+62.3% | Added |
| Brown Brothers Harriman & Co | 85 | $37.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $36.5K | 0.00% | −18−18.0% | Reduced |
| Atlantic Trust, LLC | 82 | $36.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $36.5K | 0.00% | +11+15.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 82 | $36.5K | 0.00% | +48+141.2% | Added |
| Westend Capital Management, LLC | 80 | $35.6K | 0.01% | +5+6.7% | Added |
| Accordant Advisory Group Inc | 78 | $34.7K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 84 | $34.4K | 0.00% | +33+64.7% | Added |
| AdvisorNet Financial, Inc | 76 | $33.8K | 0.00% | +75+7,500.0% | Added |
| Essential Partners LLC | 74 | $32.9K | 0.02% | +41+124.2% | Added |
| Silver Grove Financial Group, Inc. | 73 | $32.5K | 0.02% | +73 | New |
| CVA Family Office, LLC | 68 | $30.2K | 0.00% | +3+4.6% | Added |
| Rossby Financial, LCC | 67 | $29.8K | 0.01% | +2+3.1% | Added |
| Harbour Investments, Inc. | 63 | $28.0K | 0.00% | +6+10.5% | Added |
| Farmers & Merchants Investments Inc | 59 | $26.2K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 74 | $25.9K | 0.02% | +74 | New |
| Keating Financial Advisory Services, Inc. | 56 | $24.9K | 0.00% | +7+14.3% | Added |
| Ossiam | 54 | $24.0K | 0.00% | +54 | New |
| CX Institutional | 53 | $24.0K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 52 | $23.1K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 51 | $22.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $20.9K | 0.00% | +24+104.3% | Added |
| Action Point Financial Planning, LLC | 49 | $20.5K | 0.00% | +49 | New |
| Cornerstone Financial Management LLC | 46 | $20.5K | 0.02% | +17+58.6% | Added |
| Avion Wealth | 45 | $20.0K | 0.00% | +5+12.5% | Added |
| Strive Financial Group ,LLC | 44 | $19.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 43 | $19.1K | 0.00% | +43 | New |
| CoreCap Advisors, LLC | 43 | $19.1K | 0.00% | +2+4.9% | Added |
| First Horizon Corp | 43 | $19.1K | 0.00% | +43 | New |
| Union Savings Bank | 43 | $19.1K | 0.01% | 00.0% | Unchanged |
