| Americana Partners, LLC | 5,784 | $243.5K | 0.01% | +5,784 | New |
| Cornerstone Investment Partners, LLC | 5,649 | $237.8K | 0.01% | −274−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,438 | $228.9K | 0.00% | +5,438 | New |
| Bridgefront Capital, LLC | 5,337 | $224.7K | 0.06% | +5,337 | New |
| Ensign Peak Advisors, Inc | 5,296 | $223.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,141 | $216.4K | 0.01% | +5,141 | New |
| Boothbay Fund Management, LLC | 5,071 | $213.5K | 0.00% | +5,071 | New |
| Swiss Life Asset Management Ltd | 4,952 | $208.5K | 0.00% | +4,952 | New |
| Captrust Financial Advisors | 4,939 | $207.9K | 0.00% | +4,939 | New |
| Central Pacific Bank - Trust Division | 3,852 | $162.2K | 0.02% | −840−17.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,263 | $137.4K | 0.01% | +39+1.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,053 | $128.5K | 0.00% | +3,053 | New |
| Nykredit A/S | 3,050 | $128.4K | 0.00% | +3,050 | New |
| Versant Capital Management, Inc | 3,027 | $127.4K | 0.01% | +3+0.1% | Added |
| SRS Capital Advisors, Inc. | 2,904 | $122.3K | 0.00% | +2,904 | New |
| Jones Financial Companies LLLP | 2,598 | $112.3K | 0.00% | +1,472+130.7% | Added |
| Signaturefd, LLC | 2,432 | $102.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,333 | $98.2K | 0.00% | +28+1.2% | Added |
| Public Employees Retirement System of Ohio | 2,264 | $95.3K | 0.00% | −148−6.1% | Reduced |
| Simplex Trading, LLC | 2,127 | $89.5K | 0.00% | +1,800+550.5% | Added |
| IFP Advisors, Inc | 2,125 | $89.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,081 | $88.0K | 0.00% | −930−30.9% | Reduced |
| Walleye Capital LLC | 2,076 | $87.4K | 0.00% | +1,430+221.4% | Added |
| Signature Resources Capital Management, LLC | 1,441 | $60.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,308 | $55.0K | 0.00% | +306+30.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,201 | $50.6K | 0.00% | −469−28.1% | Reduced |
| Blume Capital Management, Inc. | 1,200 | $50.5K | 0.01% | −300−20.0% | Reduced |
| Smartleaf Asset Management LLC | 1,089 | $46.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 910 | $38.0K | 0.00% | +165+22.1% | Added |
| Massmutual Trust Co FSB | 901 | $37.9K | 0.00% | −56−5.9% | Reduced |
| Parallel Advisors, LLC | 867 | $36.5K | 0.00% | −83−8.7% | Reduced |
| Essential Partners LLC | 832 | $35.0K | 0.02% | −33−3.8% | Reduced |
| Global Retirement Partners, LLC | 766 | $32.2K | 0.00% | +766 | New |
| Bayforest Capital Ltd | 726 | $30.6K | 0.03% | −2,466−77.3% | Reduced |
| First Horizon Corp | 724 | $30.5K | 0.00% | +37+5.4% | Added |
| Advisor Group Holdings, Inc. | 626 | $26.4K | 0.00% | +201+47.3% | Added |
| Measured Wealth Private Client Group, LLC | 616 | $25.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 611 | $25.7K | 0.00% | +251+69.7% | Added |
| Optiver Holding B.V. | 609 | $25.6K | 0.00% | +609 | New |
| Umb Bank N A | 594 | $25.0K | 0.00% | +33+5.9% | Added |
| Nomura Asset Management Co Ltd | 570 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 569 | $24.0K | 0.00% | +52+10.1% | Added |
| Salomon & Ludwin, LLC | 557 | $23.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 544 | $22.9K | 0.00% | +184+51.1% | Added |
| Huntington National Bank | 488 | $20.5K | 0.00% | +36+8.0% | Added |
| Parkside Financial Bank & Trust | 413 | $17.4K | 0.00% | −54−11.6% | Reduced |
| Cedar Mountain Advisors, LLC | 398 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 347 | $14.6K | 0.00% | +104+42.8% | Added |
| Fortitude Family Office, LLC | 309 | $13.0K | 0.00% | +255+472.2% | Added |
| Pacer Advisors, Inc. | 285 | $12.0K | 0.00% | −13−4.4% | Reduced |
| Covestor Ltd | 277 | $12.0K | 0.01% | +30+12.1% | Added |
| EverSource Wealth Advisors, LLC | 277 | $11.7K | 0.00% | −460−62.4% | Reduced |
| Rothschild Investment LLC | 271 | $11.4K | 0.00% | +8+3.0% | Added |
| Graticule Asia Macro Advisors LLC | 263 | $11.1K | 0.00% | +263 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 200 | $8.42K | 0.00% | +161+412.8% | Added |
| Keating Financial Advisory Services, Inc. | 185 | $7.79K | 0.00% | +9+5.1% | Added |
| Manchester Capital Management LLC | 184 | $7.75K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 116 | $4.88K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 112 | $4.77K | 0.00% | +112 | New |
| CVA Family Office, LLC | 110 | $4.63K | 0.00% | +17+18.3% | Added |
| Brown Brothers Harriman & Co | 81 | $3.41K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 70 | $2.96K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 59 | $2.48K | 0.00% | +9+18.0% | Added |
| Torren Management, LLC | 56 | $2.38K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 55 | $2.27K | 0.00% | +55 | New |
| Avion Wealth | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 46 | $1.94K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 43 | $1.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $1.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $1.52K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 36 | $1.51K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 33 | $1.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.35K | 0.00% | +21+190.9% | Added |
| WPG Advisers, LLC | 21 | $884 | 0.00% | +3+16.7% | Added |
| Creative Capital Management Investments LLC | 21 | $884 | 0.00% | +21 | New |
| Clearstead Advisors, LLC | 20 | $842 | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 20 | $842 | 0.00% | +20 | New |
| Webster Bank, N. A. | 18 | $758 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 17 | $716 | 0.00% | +12+240.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $590 | 0.00% | −4−22.2% | Reduced |
| Gilpin Wealth Management, LLC | 14 | $590 | 0.00% | +3+27.3% | Added |
| Trust Co | 14 | $589 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $506 | 0.00% | +8+200.0% | Added |
| Investors Portfolio Services LLC | 11 | $463 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 10 | $421 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $337 | 0.00% | +5+166.7% | Added |
| Golden State Wealth Management, LLC | 7 | $295 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $169 | 0.00% | −1−20.0% | Reduced |
| Davis Capital Management | 4 | $168 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $168 | 0.00% | +4 | New |
| JPL Wealth Management, LLC | 3 | $127 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $84 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $84 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $43 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $23 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 13 | $0 | 0.00% | +13 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
