| Optimize Financial Inc | 640 | $201.1K | 0.12% | +640 | New |
| SlateStone Wealth, LLC | 640 | $201.0K | 0.02% | +640 | New |
| Farther Finance Advisors, LLC | 631 | $198.3K | 0.00% | −265−29.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 611 | $192.0K | 0.00% | −75−10.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $188.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 572 | $179.7K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 544 | $170.9K | 0.01% | +40+7.9% | Added |
| Shell Asset Management Co | 540 | $170.0K | 0.01% | −20−3.6% | Reduced |
| Assetmark, Inc | 529 | $166.2K | 0.00% | +276+109.1% | Added |
| Eastern Bank | 528 | $165.9K | 0.00% | −145−21.5% | Reduced |
| Bryn Mawr Trust Co | 501 | $157.4K | 0.00% | −413−45.2% | Reduced |
| Globeflex Capital L P | 500 | $157.1K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 500 | $157.1K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 490 | $154.0K | 0.09% | −35−6.7% | Reduced |
| Central Pacific Bank - Trust Division | 480 | $150.8K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 464 | $145.8K | 0.01% | −1−0.2% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $142.3K | 0.00% | +453 | New |
| Ameritas Advisory Services, LLC | 428 | $134.5K | 0.01% | +428 | New |
| HM Payson & Co | 410 | $128.8K | 0.00% | −50−10.9% | Reduced |
| Reyes Financial Architecture, Inc. | 407 | $127.9K | 0.11% | −230−36.1% | Reduced |
| Advisors Asset Management, Inc. | 406 | $127.6K | 0.00% | +406 | New |
| GPS Wealth Strategies Group, LLC | 405 | $127.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 392 | $123.2K | 0.00% | −20−4.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 380 | $119.4K | 0.00% | −2,264−85.6% | Reduced |
| Smartleaf Asset Management LLC | 367 | $114.9K | 0.01% | −123−25.1% | Reduced |
| Loomis Sayles & Co L P | 347 | $109.0K | 0.00% | +29+9.1% | Added |
| Allworth Financial LP | 345 | $108.3K | 0.00% | +8+2.4% | Added |
| Raiffeisen Bank International AG | 349 | $106.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 312 | $98.0K | 0.00% | −11−3.4% | Reduced |
| Massmutual Trust Co FSB | 311 | $97.7K | 0.00% | −3−1.0% | Reduced |
| Ramirez Asset Management, Inc. | 300 | $94.3K | 0.01% | +100+50.0% | Added |
| Stephenson National Bank & Trust | 296 | $93.0K | 0.03% | +296 | New |
| EverSource Wealth Advisors, LLC | 293 | $92.1K | 0.00% | +5+1.7% | Added |
| Lazard Asset Management LLC | 276 | $86.0K | 0.00% | −4,473−94.2% | Reduced |
| Parkside Financial Bank & Trust | 268 | $84.2K | 0.01% | +12+4.7% | Added |
| Aster Capital Management (DIFC) Ltd | 267 | $83.9K | 0.02% | −1,701−86.4% | Reduced |
| Wolff Wiese Magana LLC | 258 | $81.1K | 0.05% | −17−6.2% | Reduced |
| CVA Family Office, LLC | 247 | $77.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 241 | $75.7K | 0.05% | +7+3.0% | Added |
| Global Retirement Partners, LLC | 238 | $74.8K | 0.00% | +238 | New |
| Umb Bank N A | 234 | $73.5K | 0.00% | −32−12.0% | Reduced |
| Rothschild Investment LLC | 231 | $72.6K | 0.00% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 221 | $69.4K | 0.00% | +190+612.9% | Added |
| GW&K Investment Management, LLC | 219 | $69.0K | 0.00% | −30−12.0% | Reduced |
| Penserra Capital Management LLC | 216 | $67.0K | 0.00% | +216 | New |
| 1620 Investment Advisors, Inc. | 207 | $65.0K | 0.05% | −1−0.5% | Reduced |
| MUFG Securities EMEA plc | 207 | $65.0K | 0.00% | +207 | New |
| Cullen/Frost Bankers, Inc. | 203 | $63.8K | 0.00% | +203 | New |
| Leonteq Securities AG | 202 | $63.5K | 0.00% | −187−48.1% | Reduced |
| Intact Investment Management Inc. | 200 | $62.8K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 192 | $60.3K | 0.00% | −10−5.0% | Reduced |
| Sentry Investment Management LLC | 199 | $59.0K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 186 | $58.0K | 0.04% | +186 | New |
| Silicon Valley Capital Partners | 180 | $56.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 175 | $55.0K | 0.01% | +25+16.7% | Added |
| Generali Investments, Management Co LLC | 175 | $54.9K | 0.01% | +175 | New |
| NBT Bank N A | 165 | $51.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 163 | $51.2K | 0.00% | +163 | New |
| Caitong International Asset Management Co., Ltd | 162 | $50.9K | 0.04% | −440−73.1% | Reduced |
| SRS Capital Advisors, Inc. | 159 | $50.0K | 0.00% | +30+23.3% | Added |
| Brown Brothers Harriman & Co | 157 | $49.3K | 0.00% | +99+170.7% | Added |
| Itau Unibanco Holding S.A. | 156 | $49.0K | 0.00% | −2−1.3% | Reduced |
| Harbor Capital Advisors, Inc. | 148 | $46.0K | 0.00% | −28−15.9% | Reduced |
| Operose Advisors LLC | 145 | $45.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 130 | $41.2K | 0.00% | +26+25.0% | Added |
| SBI Securities Co., Ltd. | 128 | $40.2K | 0.00% | −2−1.5% | Reduced |
| S-Bank Fund Management Ltd | 119 | $37.4K | 0.01% | −635−84.2% | Reduced |
| Trust Co of Toledo NA | 111 | $34.9K | 0.00% | +111 | New |
| Zions Bancorporation, National Association | 110 | $34.6K | 0.00% | +12+12.2% | Added |
| Golden State Wealth Management, LLC | 103 | $32.4K | 0.00% | +69+202.9% | Added |
| Kozak & Associates, Inc. | 108 | $32.1K | 0.01% | +108 | New |
| Hemington Wealth Management | 104 | $32.0K | 0.00% | +16+18.2% | Added |
| MV Capital Management, Inc. | 100 | $31.4K | 0.00% | −5−4.8% | Reduced |
| Talon Private Wealth, LLC | 94 | $29.5K | 0.00% | +94 | New |
| Whittier Trust Co of Nevada Inc | 88 | $27.6K | 0.00% | +1+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 80 | $25.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $25.1K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 79 | $25.0K | 0.00% | +79 | New |
| Hager Investment Management Services, LLC | 75 | $23.6K | 0.01% | −5−6.3% | Reduced |
| Atlantic Union Bankshares Corp | 75 | $23.6K | 0.00% | +75 | New |
| LRI Investments, LLC | 68 | $21.4K | 0.00% | +5+7.9% | Added |
| Harbour Investments, Inc. | 60 | $18.9K | 0.00% | +2+3.4% | Added |
| Private Trust Co NA | 58 | $18.2K | 0.00% | +1+1.8% | Added |
| Spire Wealth Management | 58 | $18.2K | 0.00% | +1+1.8% | Added |
| Whittier Trust Co | 58 | $18.2K | 0.00% | +58 | New |
| Manchester Capital Management LLC | 56 | $17.6K | 0.00% | −1−1.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 55 | $17.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 55 | $17.3K | 0.00% | +55 | New |
| South State Corp. | 52 | $16.3K | 0.00% | −54−50.9% | Reduced |
| Rise Advisors, LLC | 52 | $16.3K | 0.01% | +5+10.6% | Added |
| Hanson & Doremus Investment Management | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $15.7K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $15.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 50 | $15.7K | 0.00% | +3+6.4% | Added |
| Ancora Advisors, LLC | 50 | $15.7K | 0.00% | +50 | New |
| J.Safra Asset Management Corp | 48 | $15.1K | 0.00% | −9−15.8% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $15.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 47 | $14.8K | 0.01% | +47 | New |
| Vermillion & White Wealth Management Group, LLC | 42 | $13.2K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 41 | $12.9K | 0.01% | 00.0% | Unchanged |
