| Ballentine Partners, LLC | 712 | $278.7K | 0.00% | +712 | New |
| Nwam LLC | 710 | $277.9K | 0.01% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 703 | $275.2K | 0.06% | +703 | New |
| Canada Pension Plan Investment Board | 700 | $274.0K | 0.00% | −11,320−94.2% | Reduced |
| Private Advisor Group, LLC | 696 | $272.3K | 0.00% | +696 | New |
| Moran Wealth Management, LLC | 695 | $272.1K | 0.01% | +695 | New |
| Global Retirement Partners, LLC | 689 | $269.6K | 0.00% | +689 | New |
| Robeco Institutional Asset Management B.V. | 685 | $268.1K | 0.00% | +685 | New |
| Robertson Stephens Wealth Management, LLC | 684 | $267.8K | 0.01% | +684 | New |
| Kestra Advisory Services, LLC | 680 | $266.4K | 0.00% | −26−3.7% | Reduced |
| Versant Capital Management, Inc | 674 | $263.8K | 0.02% | +277+69.8% | Added |
| Fox Run Management, L.L.C. | 662 | $259.1K | 0.04% | +662 | New |
| Hantz Financial Services, Inc. | 653 | $255.0K | 0.00% | +167+34.4% | Added |
| C M Bidwell & Associates Ltd | 635 | $248.6K | 0.10% | −20−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 633 | $247.8K | 0.01% | +633 | New |
| Claret Asset Management Corp | 629 | $246.0K | 0.03% | +629 | New |
| Payne Capital Management, LLC | 626 | $245.0K | 0.07% | +626 | New |
| Platform Technology Partners | 625 | $244.7K | 0.04% | +625 | New |
| Profund Advisors LLC | 624 | $244.3K | 0.01% | −553−47.0% | Reduced |
| Quantessence Capital LLC | 616 | $241.1K | 0.71% | +616 | New |
| Curat Global, LLC | 600 | $234.9K | 0.20% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 596 | $233.5K | 0.01% | +596 | New |
| Harvest Investment Services, LLC | 588 | $230.2K | 0.04% | +588 | New |
| Modern Wealth Management, LLC | 581 | $227.4K | 0.00% | +581 | New |
| LRI Investments, LLC | 581 | $227.3K | 0.02% | +17+3.0% | Added |
| Mayfair Advisory Group, LLC | 655 | $225.6K | 0.07% | +655 | New |
| KCM Investment Advisors LLC | 575 | $225.1K | 0.01% | +575 | New |
| STRS Ohio | 574 | $224.7K | 0.00% | −5,926−91.2% | Reduced |
| Hanson & Doremus Investment Management | 573 | $224.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 572 | $223.9K | 0.01% | +572 | New |
| Pallas Capital Advisors LLC | 572 | $223.9K | 0.01% | +572 | New |
| Financial Consulate, Inc | 550 | $215.3K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 550 | $215.3K | 0.01% | +550 | New |
| Resonant Capital Advisors, LLC | 550 | $215.3K | 0.01% | +550 | New |
| Klingman & Associates, LLC | 540 | $211.4K | 0.01% | +540 | New |
| Leavell Investment Management, Inc. | 538 | $210.6K | 0.01% | −210−28.1% | Reduced |
| Ledyard National Bank | 538 | $210.6K | 0.02% | +538 | New |
| VARCOV Co. | 538 | $210.6K | 0.08% | +538 | New |
| Alexander Labrunerie & Co., Inc. | 534 | $209.0K | 0.07% | +534 | New |
| Ronald Blue Trust, Inc. | 529 | $207.1K | 0.00% | +212+66.9% | Added |
| Stratos Wealth Partners, LTD. | 519 | $203.6K | 0.00% | +519 | New |
| Harvest Fund Management Co., Ltd | 516 | $202.0K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 515 | $201.6K | 0.05% | +515 | New |
| Greenline Wealth Management LLC | 512 | $200.4K | 0.16% | +512 | New |
| Rakuten Securities, Inc. | 510 | $199.6K | 0.05% | +510 | New |
| Farther Finance Advisors, LLC | 523 | $198.0K | 0.00% | +5+1.0% | Added |
| LSV Asset Management | 500 | $196.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 500 | $195.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 478 | $187.1K | 0.01% | +49+11.4% | Added |
| Centaurus Financial, Inc. | 475 | $186.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 454 | $177.8K | 0.00% | +33+7.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 430 | $168.3K | 0.01% | −696−61.8% | Reduced |
| Trium Capital LLP | 406 | $158.9K | 0.10% | −3,066−88.3% | Reduced |
| Custom Index Systems, LLC | 405 | $158.5K | 0.06% | +405 | New |
| Costello Asset Management, INC | 400 | $156.6K | 0.05% | +100+33.3% | Added |
| Nisa Investment Advisors, LLC | 344 | $134.7K | 0.00% | −36−9.5% | Reduced |
| Spire Wealth Management | 336 | $131.5K | 0.00% | +311+1,244.0% | Added |
| Umb Bank N A | 334 | $130.7K | 0.00% | −7−2.1% | Reduced |
| Dara Capital US, Inc. | 333 | $130.4K | 0.09% | +333 | New |
| Allworth Financial LP | 322 | $126.0K | 0.00% | −171−34.7% | Reduced |
| Bessemer Group Inc | 316 | $123.0K | 0.00% | −540−63.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 330 | $117.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 289 | $113.1K | 0.00% | +52+21.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 279 | $109.2K | 0.03% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 278 | $108.8K | 0.06% | +38+15.8% | Added |
| Assetmark, Inc | 247 | $96.7K | 0.00% | +82+49.7% | Added |
| Central Trust Co | 225 | $88.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $78.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 218 | $78.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 182 | $72.0K | 0.04% | −24−11.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 182 | $71.0K | 0.00% | +14+8.3% | Added |
| Bayforest Capital Ltd | 170 | $66.5K | 0.06% | +105+161.5% | Added |
| Clear Street Markets LLC | 152 | $59.5K | 0.01% | +152 | New |
| Northwestern Mutual Wealth Management Co | 138 | $54.0K | 0.00% | +2+1.5% | Added |
| Stance Capital LLC | 132 | $51.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 121 | $47.4K | 0.00% | +27+28.7% | Added |
| TD Waterhouse Canada Inc. | 123 | $46.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 118 | $46.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 113 | $44.2K | 0.00% | +100+769.2% | Added |
| PenderFund Capital Management Ltd. | 111 | $43.5K | 0.01% | +111 | New |
| Richardson Financial Services Inc. | 109 | $42.7K | 0.02% | +11+11.2% | Added |
| Huntington National Bank | 108 | $42.3K | 0.00% | +4+3.8% | Added |
| Persistent Asset Partners Ltd | 105 | $41.1K | 0.01% | +105 | New |
| Nomura Asset Management Co Ltd | 100 | $39.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $39.1K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 100 | $39.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 99 | $39.0K | 0.00% | −7−6.6% | Reduced |
| Montag A & Associates Inc | 97 | $38.0K | 0.00% | +97 | New |
| Index Technologies Group LLC | 95 | $37.2K | 0.03% | +95 | New |
| True Wealth Design, LLC | 79 | $30.9K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 75 | $29.4K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 75 | $28.6K | 0.00% | +75 | New |
| Silver Grove Financial Group, Inc. | 73 | $28.6K | 0.02% | +73 | New |
| Kilter Group LLC | 70 | $27.4K | 0.01% | +39+125.8% | Added |
| Essential Partners LLC | 66 | $25.8K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 64 | $25.1K | 0.01% | +5+8.5% | Added |
| V-Square Quantitative Management LLC | 64 | $25.1K | 0.00% | +64 | New |
| Sachetta, LLC | 64 | $25.1K | 0.01% | +64 | New |
| Banque Cantonale Vaudoise | 65 | $25.0K | 0.00% | −11−14.5% | Reduced |
| IFG Advisory, LLC | 63 | $24.7K | 0.00% | +63 | New |