| Mission Wealth Management, LP | 397 | $214.9K | 0.00% | +397 | New |
| Mediolanum International Funds Ltd | 390 | $212.5K | 0.00% | −569−59.3% | Reduced |
| Knightsbridge Asset Management, LLC | 392 | $212.4K | 0.03% | −28−6.7% | Reduced |
| Cigna Investments Inc | 391 | $212.0K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 390 | $211.3K | 0.00% | +390 | New |
| Patron Partners Advisors, LLC | 388 | $210.2K | 0.08% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 385 | $208.6K | 0.02% | +385 | New |
| Frank, Rimerman Advisors LLC | 383 | $207.5K | 0.01% | −5−1.3% | Reduced |
| Wick Capital Partners, LLC | 377 | $204.3K | 0.03% | −61−13.9% | Reduced |
| Signet Private Wealth LLC | 376 | $203.7K | 0.16% | −37−9.0% | Reduced |
| Abacus Wealth Partners, LLC | 375 | $203.2K | 0.02% | −47−11.1% | Reduced |
| PFG Investments, LLC | 375 | $203.2K | 0.01% | +25+7.1% | Added |
| Jackson Thornton Asset Management, LLC | 374 | $202.6K | 0.02% | +14+3.9% | Added |
| Evermay Wealth Management LLC | 373 | $202.1K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 373 | $202.1K | 0.01% | +373 | New |
| Apella Capital, LLC | 355 | $200.1K | 0.00% | +11+3.2% | Added |
| 1620 Investment Advisors, Inc. | 356 | $192.9K | 0.12% | −25−6.6% | Reduced |
| Highline Wealth Partners LLC | 351 | $190.2K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 350 | $189.6K | 0.01% | +3+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 345 | $186.9K | 0.02% | +35+11.3% | Added |
| Smartleaf Asset Management LLC | 341 | $185.8K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 330 | $178.8K | 0.08% | +330 | New |
| Harvest Fund Management Co., Ltd | 314 | $170.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $162.5K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 290 | $157.0K | 0.00% | +290 | New |
| Essential Partners LLC | 289 | $156.6K | 0.07% | −44−13.2% | Reduced |
| Anchor Investment Management, LLC | 280 | $151.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 280 | $151.7K | 0.00% | +27+10.7% | Added |
| Loomis Sayles & Co L P | 255 | $137.9K | 0.00% | −68−21.1% | Reduced |
| Oslo Pensjonsforsikring AS | 249 | $134.9K | 0.02% | −160−39.1% | Reduced |
| Harbor Capital Advisors, Inc. | 213 | $115.0K | 0.01% | +155+267.2% | Added |
| Continuum Advisory, LLC | 207 | $112.2K | 0.01% | +207 | New |
| Curat Global, LLC | 203 | $110.0K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 201 | $108.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $108.0K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 190 | $102.9K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 188 | $101.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 183 | $99.2K | 0.00% | +2+1.1% | Added |
| Versant Capital Management, Inc | 182 | $98.6K | 0.01% | +88+93.6% | Added |
| Massmutual Trust Co FSB | 168 | $91.0K | 0.00% | −7−4.0% | Reduced |
| True Wealth Design, LLC | 162 | $87.8K | 0.02% | +4+2.5% | Added |
| LRI Investments, LLC | 151 | $81.8K | 0.01% | +4+2.7% | Added |
| Keating Financial Advisory Services, Inc. | 149 | $80.7K | 0.01% | +15+11.2% | Added |
| V-Square Quantitative Management LLC | 141 | $76.4K | 0.01% | +8+6.0% | Added |
| Parkside Financial Bank & Trust | 131 | $71.0K | 0.00% | −5−3.7% | Reduced |
| Signature Equity Partners, LLC | 118 | $63.9K | 0.03% | −29−19.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 116 | $62.9K | 0.00% | +116 | New |
| Ameritas Advisory Services, LLC | 115 | $62.3K | 0.00% | −5,124−97.8% | Reduced |
| WealthCollab, LLC | 113 | $61.2K | 0.02% | −4−3.4% | Reduced |
| Harbour Investments, Inc. | 91 | $49.4K | 0.00% | +18+24.7% | Added |
| WPG Advisers, LLC | 90 | $48.8K | 0.03% | −17−15.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 88 | $47.7K | 0.01% | +33+60.0% | Added |
| CoreCap Advisors, LLC | 85 | $46.1K | 0.00% | −56−39.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 83 | $45.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 81 | $44.3K | 0.00% | +2+2.5% | Added |
| Private Trust Co NA | 72 | $39.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 68 | $36.8K | 0.02% | −343−83.5% | Reduced |
| Leonteq Securities AG | 68 | $36.8K | 0.00% | −50−42.4% | Reduced |
| CVA Family Office, LLC | 67 | $36.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 66 | $35.8K | 0.01% | +66 | New |
| Strategic Wealth Partners, Ltd. | 64 | $34.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $34.7K | 0.01% | +21+48.8% | Added |
| Graticule Asia Macro Advisors LLC | 63 | $34.1K | 0.00% | +63 | New |
| Spire Wealth Management | 59 | $32.0K | 0.00% | +59 | New |
| IFG Advisory, LLC | 56 | $30.3K | 0.00% | +56 | New |
| Action Point Financial Planning, LLC | 57 | $30.3K | 0.00% | +57 | New |
| Dunhill Financial, LLC | 55 | $30.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $30.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $29.3K | 0.00% | +1+1.9% | Added |
| SJS Investment Consulting Inc. | 54 | $29.3K | 0.00% | +3+5.9% | Added |
| Zions Bancorporation, National Association | 54 | $29.3K | 0.00% | +6+12.5% | Added |
| Silver Grove Financial Group, Inc. | 53 | $28.7K | 0.02% | +53 | New |
| ZRC Wealth Management, LLC | 51 | $27.6K | 0.01% | +3+6.3% | Added |
| Tidemark, LLC | 50 | $27.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $27.1K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 50 | $27.1K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $27.1K | 0.00% | +48+2,400.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 46 | $24.9K | 0.01% | +16+53.3% | Added |
| Activest Wealth Management | 44 | $23.8K | 0.00% | −7−13.7% | Reduced |
| Clearstead Advisors, LLC | 43 | $23.3K | 0.00% | −505−92.2% | Reduced |
| Whittier Trust Co | 41 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $22.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 41 | $22.2K | 0.00% | −3−6.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 40 | $21.7K | 0.00% | −6−13.0% | Reduced |
| Brown Brothers Harriman & Co | 40 | $21.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 40 | $21.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $21.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 39 | $21.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 38 | $20.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $19.5K | 0.01% | +22+157.1% | Added |
| Institute for Wealth Management, LLC. | 36 | $19.5K | 0.00% | +36 | New |
| Raiffeisen Bank International AG | 35 | $19.1K | 0.00% | −17−32.7% | Reduced |
| Icon Advisers Inc | 35 | $19.0K | 0.00% | +35 | New |
| Entrust Financial LLC | 34 | $18.4K | 0.01% | −14−29.2% | Reduced |
| Hughes Financial Services, LLC | 34 | $18.4K | 0.00% | +5+17.2% | Added |
| Owl Creek Wealth Partners LLC | 33 | $17.9K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 33 | $17.9K | 0.00% | −41−55.4% | Reduced |
| 1015 Capital Partners, LLC | 33 | $17.9K | 0.01% | −3−8.3% | Reduced |
| Central Trust Co | 32 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $17.3K | 0.00% | 00.0% | Unchanged |
