| Private Trust Co NA | 156 | $45.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 171 | $49.2K | 0.02% | +101+144.3% | Added |
| TD Waterhouse Canada Inc. | 178 | $51.0K | 0.00% | +98+122.5% | Added |
| Bromfield Sneider Wealth Advisors | 185 | $53.3K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 200 | $57.6K | 0.03% | −104−34.2% | Reduced |
| Old Second National Bank of Aurora | 200 | $57.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 205 | $59.1K | 0.01% | +27+15.2% | Added |
| Point72 Asset Management, L.P. | 212 | $61.1K | 0.00% | +63+42.3% | Added |
| BerganKDV Wealth Management, LLC | 229 | $66.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 231 | $66.6K | 0.01% | −100−30.2% | Reduced |
| Capital Advisors, Ltd. LLC | 240 | $69.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 260 | $74.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 260 | $75.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 269 | $77.5K | 0.00% | −35−11.5% | Reduced |
| Lumature Wealth Partners, LLC | 272 | $78.4K | 0.05% | −3−1.1% | Reduced |
| Webster Bank, N. A. | 275 | $79.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 300 | $86.5K | 0.00% | −9−2.9% | Reduced |
| Community Bank, N.A. | 300 | $86.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 315 | $90.8K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 319 | $91.9K | 0.06% | −15−4.5% | Reduced |
| Farther Finance Advisors, LLC | 323 | $93.1K | 0.02% | +119+58.3% | Added |
| WealthPLAN Partners, LLC | 350 | $100.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 352 | $101.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 354 | $102.0K | 0.01% | −2−0.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 355 | $102.3K | 0.09% | 00.0% | Unchanged |
| Ossiam | 387 | $111.5K | 0.00% | +92+31.2% | Added |
| Harvest Fund Management Co., Ltd | 396 | $114.0K | 0.02% | +351+780.0% | Added |
| UniSuper Management Pty Ltd | 400 | $115.3K | 0.00% | +400 | New |
| Strengthening Families & Communities, LLC | 403 | $116.0K | 0.05% | +21+5.5% | Added |
| JJJ Advisors Inc. | 448 | $129.1K | 0.04% | +27+6.4% | Added |
| USA Financial Portformulas Corp | 450 | $129.7K | 0.20% | +450 | New |
| Quadrant Capital Group LLC | 452 | $130.3K | 0.01% | −1−0.2% | Reduced |
| Parallel Advisors, LLC | 453 | $130.6K | 0.00% | +15+3.4% | Added |
| Laffer Tengler Investments | 461 | $132.9K | 0.04% | −13−2.7% | Reduced |
| Geneos Wealth Management Inc. | 461 | $132.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 489 | $140.9K | 0.04% | +329+205.6% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $144.0K | 0.11% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 515 | $148.4K | 0.11% | 00.0% | Unchanged |
| Bessemer Group Inc | 538 | $155.0K | 0.00% | −177−24.8% | Reduced |
| Farmers & Merchants Investments Inc | 554 | $159.7K | 0.01% | +68+14.0% | Added |
| Harbor Investment Advisory, LLC | 588 | $169.5K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 603 | $172.0K | 0.00% | +603 | New |
| First Horizon Advisors, Inc. | 605 | $174.5K | 0.01% | −73−10.8% | Reduced |
| Global Retirement Partners, LLC | 608 | $175.2K | 0.01% | +6+1.0% | Added |
| Sunbelt Securities, Inc. | 622 | $179.3K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 646 | $186.2K | 0.02% | −98−13.2% | Reduced |
| Twin Tree Management, LP | 652 | $187.9K | 0.00% | +652 | New |
| Whittier Trust Co of Nevada Inc | 673 | $194.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 690 | $199.0K | 0.02% | −27−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 691 | $199.1K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 698 | $201.0K | 0.07% | +698 | New |
| Morningstar Investment Management LLC | 697 | $201.0K | 0.03% | +697 | New |
| Tompkins Financial Corp | 700 | $201.7K | 0.03% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 700 | $201.7K | 0.07% | +700 | New |
| Aquatic Capital Management LLC | 700 | $202.0K | 0.01% | +700 | New |
| Kestra Private Wealth Services, LLC | 705 | $203.2K | 0.01% | +705 | New |
| Pathstone Family Office, LLC | 670 | $204.3K | 0.00% | +670 | New |
| DFPG Investments, LLC | 696 | $204.7K | 0.02% | +696 | New |
| Reynders McVeigh Capital Management, LLC | 716 | $206.0K | 0.01% | +716 | New |
| Waldron Private Wealth LLC | 716 | $206.3K | 0.01% | +716 | New |
| Covestor Ltd | 728 | $210.0K | 0.16% | −31−4.1% | Reduced |
| Trust Co of Vermont | 730 | $210.4K | 0.01% | +50+7.4% | Added |
| Connecticut Wealth Management, LLC | 734 | $211.5K | 0.01% | +734 | New |
| Aigen Investment Management, LP | 737 | $212.4K | 0.03% | +737 | New |
| Wahed Invest LLC | 740 | $213.3K | 0.08% | +111+17.6% | Added |
| Allworth Financial LP | 749 | $215.8K | 0.00% | −485−39.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 750 | $216.1K | 0.03% | +750 | New |
| Green Square Capital Advisors LLC | 757 | $218.2K | 0.03% | +757 | New |
| Choate Investment Advisors | 758 | $218.4K | 0.01% | +758 | New |
| Buckingham Strategic Partners | 758 | $218.4K | 0.01% | +758 | New |
| Sawtooth Solutions, LLC | 759 | $218.7K | 0.01% | +759 | New |
| Valeo Financial Advisors, LLC | 765 | $220.5K | 0.01% | +765 | New |
| Planned Solutions, Inc. | 780 | $224.8K | 0.13% | +780 | New |
| Lido Advisors, LLC | 788 | $227.3K | 0.00% | +788 | New |
| Horizon Investments, LLC | 789 | $227.4K | 0.01% | −176−18.2% | Reduced |
| Penn Mutual Asset Management, LLC | 790 | $227.7K | 0.21% | −475−37.5% | Reduced |
| Veriti Management LLC | 792 | $228.4K | 0.03% | +792 | New |
| TD Ameritrade Investment Management, LLC | 793 | $229.0K | 0.00% | −106−11.8% | Reduced |
| Bleakley Financial Group, LLC | 804 | $231.7K | 0.01% | +804 | New |
| Dai-Ichi Life Insurance Company, Ltd | 805 | $232.0K | 0.00% | +805 | New |
| Central Trust Co | 820 | $236.3K | 0.01% | +133+19.4% | Added |
| Pinnacle Associates Ltd | 821 | $236.6K | 0.00% | +821 | New |
| Coldstream Capital Management Inc | 822 | $236.9K | 0.01% | +822 | New |
| Anderson Hoagland & Co | 829 | $238.9K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 830 | $239.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 849 | $244.7K | 0.02% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 858 | $247.3K | 0.28% | +858 | New |
| Comerica Securities,inc. | 859 | $247.6K | 0.02% | −58−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 861 | $248.1K | 0.00% | +28+3.4% | Added |
| Continuum Advisory, LLC | 867 | $249.9K | 0.04% | +867 | New |
| Gateway Investment Advisers LLC | 873 | $251.6K | 0.00% | −6−0.7% | Reduced |
| Jones Financial Companies LLLP | 887 | $255.6K | 0.00% | −180−16.9% | Reduced |
| Fulcrum Capital LLC | 893 | $257.4K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 918 | $257.7K | 0.01% | +918 | New |
| Maven Securities LTD | 895 | $257.9K | 0.04% | +895 | New |
| Ballentine Partners, LLC | 897 | $258.5K | 0.01% | +41+4.8% | Added |
| Channel Wealth LLC | 905 | $260.8K | 0.15% | −27−2.9% | Reduced |
| Greenleaf Trust | 910 | $262.3K | 0.00% | +2+0.2% | Added |
| North Star Investment Management Corp. | 930 | $268.0K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 930 | $268.0K | 0.10% | 00.0% | Unchanged |
