| Quarry LP | 100 | $49.0K | 0.02% | +51+104.1% | Added |
| First United Bank Trust | 100 | $49.0K | 0.02% | +100 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 100 | $49.0K | 0.00% | −1,018−91.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $48.0K | 0.02% | +2+2.1% | Added |
| Clearstead Advisors, LLC | 97 | $47.5K | 0.00% | +4+4.3% | Added |
| Atlantic Trust, LLC | 95 | $46.5K | 0.01% | −59−38.3% | Reduced |
| Greenwood Gearhart Inc | 95 | $46.5K | 0.00% | +95 | New |
| Key Financial Inc | 94 | $46.1K | 0.01% | 00.0% | Unchanged |
| Skylands Capital, LLC | 90 | $44.1K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 89 | $43.6K | 0.03% | +89 | New |
| Farther Finance Advisors, LLC | 88 | $43.1K | 0.00% | +28+46.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 88 | $43.1K | 0.01% | +88 | New |
| RFP Financial Group LLC | 87 | $42.6K | 0.02% | +20+29.9% | Added |
| VisionPoint Advisory Group, LLC | 85 | $41.6K | 0.02% | +11+14.9% | Added |
| EdgeRock Capital LLC | 80 | $40.4K | 0.03% | +80 | New |
| Point72 Europe (London) LLP | 78 | $38.2K | 0.00% | +78 | New |
| JJJ Advisors Inc. | 77 | $37.7K | 0.01% | −17−18.1% | Reduced |
| State of Wyoming | 76 | $37.2K | 0.01% | −70−47.9% | Reduced |
| Private Trust Co NA | 73 | $35.8K | 0.00% | −61−45.5% | Reduced |
| Manchester Capital Management LLC | 72 | $35.3K | 0.00% | +21+41.2% | Added |
| Glassman Wealth Services | 70 | $34.3K | 0.00% | +9+14.8% | Added |
| Benjamin Edwards Inc | 70 | $34.0K | 0.01% | −22−23.9% | Reduced |
| Webster Bank, N. A. | 68 | $33.3K | 0.00% | +68 | New |
| JFS Wealth Advisors, LLC | 60 | $29.4K | 0.00% | −1−1.6% | Reduced |
| BKM Wealth Management, LLC | 58 | $28.4K | 0.01% | +58 | New |
| Raleigh Capital Management Inc. | 57 | $28.0K | 0.01% | −478−89.3% | Reduced |
| Vima LLC | 56 | $27.4K | 0.06% | +56 | New |
| Coppell Advisory Solutions LLC | 55 | $26.9K | 0.01% | −92−62.6% | Reduced |
| Plato Investment Management Ltd | 55 | $26.9K | 0.03% | +55 | New |
| Johnson Financial Group, Inc. | 52 | $25.5K | 0.00% | −77−59.7% | Reduced |
| TSFG, LLC | 50 | $25.0K | 0.01% | −57−53.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 51 | $25.0K | 0.01% | +51 | New |
| Anchor Investment Management, LLC | 50 | $24.5K | 0.00% | −50−50.0% | Reduced |
| Laurel Wealth Advisors LLC | 50 | $24.5K | 0.00% | −10−16.7% | Reduced |
| Larson Financial Group LLC | 50 | $24.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $24.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 50 | $24.5K | 0.02% | +50 | New |
| Hobbs Group Advisors, LLC | 50 | $24.5K | 0.01% | +50 | New |
| Aspire Private Capital, LLC | 49 | $24.0K | 0.01% | −1,644−97.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 46 | $22.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 45 | $22.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 44 | $22.0K | 0.00% | +17+63.0% | Added |
| Tidemark, LLC | 43 | $21.1K | 0.01% | +43 | New |
| Blue Bell Private Wealth Management, LLC | 41 | $20.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 39 | $19.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $18.1K | 0.00% | +1+2.8% | Added |
| Brown Brothers Harriman & Co | 36 | $17.6K | 0.00% | −64−64.0% | Reduced |
| Umb Bank N A | 36 | $17.6K | 0.00% | −3−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $17.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $17.6K | 0.00% | +5+16.1% | Added |
| Allworth Financial LP | 36 | $17.6K | 0.00% | +7+24.1% | Added |
| Armstrong Advisory Group, Inc | 35 | $17.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 31 | $16.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 33 | $16.2K | 0.01% | −269−89.1% | Reduced |
| Westside Investment Management, Inc. | 33 | $16.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $16.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 33 | $16.2K | 0.01% | +33 | New |
| Core Alternative Capital | 32 | $15.7K | 0.00% | −70−68.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 32 | $15.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $15.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $14.7K | 0.00% | −6−16.7% | Reduced |
| Distillate Capital Partners LLC | 30 | $14.7K | 3.20% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $14.7K | 0.01% | +10+50.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 29 | $14.2K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 29 | $14.2K | 0.00% | +29 | New |
| Plante Moran Financial Advisors, LLC | 27 | $13.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $12.3K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $12.3K | 0.01% | – | – |
| Fairfield Financial Advisors, LTD | 24 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $11.3K | 0.00% | +4+21.1% | Added |
| Cornerstone Planning Group LLC | 22 | $10.8K | 0.00% | +22 | New |
| Asset Dedication, LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $10.0K | 0.00% | +7+50.0% | Added |
| Eagle Bay Advisors LLC | 20 | $9.80K | 0.01% | −2−9.1% | Reduced |
| Pathway Financial Advisers, LLC | 20 | $9.80K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 20 | $9.80K | 0.00% | +2+11.1% | Added |
| Hartford Financial Management Inc. | 20 | $9.80K | 0.00% | +20 | New |
| Richardson Financial Services Inc. | 20 | $9.80K | 0.01% | +20 | New |
| Bell Investment Advisors, Inc | 18 | $8.82K | 0.00% | −4−18.2% | Reduced |
| Carolinas Wealth Consulting LLC | 18 | $8.82K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 17 | $8.32K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 17 | $8.00K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 16 | $7.84K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $7.84K | 0.00% | +11+220.0% | Added |
| Kelly Financial Services LLC | 15 | $7.35K | 0.00% | −14−48.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 15 | $7.35K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $7.35K | 0.00% | +15 | New |
| Pier Capital, LLC | 15 | $7.35K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 15 | $7.30K | 0.00% | +15 | New |
| Stuart Chaussee & Associates, Inc. | 14 | $6.86K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 14 | $6.86K | 0.00% | +14 | New |
| Bangor Savings Bank | 13 | $6.37K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $6.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 13 | $6.37K | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 13 | $6.37K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $5.39K | 0.00% | +2+22.2% | Added |
| Fortitude Family Office, LLC | 11 | $5.39K | 0.00% | +11 | New |
