| Clarity Asset Management, Inc. | 238 | $42.3K | 0.03% | −6−2.5% | Reduced |
| Miller Wealth Advisors, LLC | 240 | $42.6K | 0.02% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 240 | $42.6K | 0.04% | +240 | New |
| Cedar Mountain Advisors, LLC | 241 | $42.8K | 0.01% | +2+0.8% | Added |
| North Ridge Wealth Advisors, Inc. | 247 | $43.9K | 0.03% | +247 | New |
| Dogwood Wealth Management LLC | 250 | $44.5K | 0.02% | +2+0.8% | Added |
| Clear Investment Research, LLC | 253 | $45.1K | 0.06% | 00.0% | Unchanged |
| Aspect Partners, LLC | 255 | $45.3K | 0.03% | −32−11.1% | Reduced |
| Catherine Avery Investment Management LLC | 260 | $46.2K | 0.04% | +260 | New |
| Synergy Investment Management, LLC | 271 | $48.2K | 0.02% | +271 | New |
| Consultiva Wealth Management, Corp. | 272 | $48.3K | 0.24% | +272 | New |
| Sanctuary Wealth Management, L.L.C. | 277 | $49.2K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 283 | $50.3K | 0.02% | +18+6.8% | Added |
| Transcendent Capital Group LLC | 292 | $51.9K | 0.03% | −38−11.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 294 | $52.2K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 300 | $53.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $53.3K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 304 | $54.1K | 0.02% | +32+11.8% | Added |
| Winnow Wealth LLC | 311 | $54.7K | 0.05% | +311 | New |
| New Millennium Group LLC | 308 | $54.8K | 0.03% | −13−4.0% | Reduced |
| Mainstream Capital Management LLC | 314 | $55.8K | 0.04% | +314 | New |
| Atala Financial Inc | 321 | $57.0K | 0.04% | +321 | New |
| PMV Capital Advisers, LLC | 325 | $57.8K | 0.16% | +325 | New |
| Cedar Wealth Management, LLC | 326 | $57.9K | 0.02% | −665−67.1% | Reduced |
| Curio Wealth, LLC | 332 | $59.0K | 0.03% | +332 | New |
| Comprehensive Financial Planning, Inc. | 333 | $59.1K | 0.05% | +333 | New |
| ESL Trust Services, LLC | 342 | $60.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 346 | $61.0K | 0.02% | +11+3.3% | Added |
| WealthCollab, LLC | 348 | $61.8K | 0.04% | +128+58.2% | Added |
| Rakuten Securities, Inc. | 357 | $63.4K | 0.02% | +220+160.6% | Added |
| Keener Financial Planning LLC | 400 | $71.0K | 0.04% | 00.0% | Unchanged |
| Fairway Wealth LLC | 400 | $71.1K | 0.03% | +400 | New |
| MeadowBrook Investment Advisors LLC | 424 | $75.3K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 438 | $78.6K | 0.04% | +61+16.2% | Added |
| Hoese & Co LLP | 444 | $78.9K | 0.07% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 445 | $79.1K | 0.02% | +2+0.5% | Added |
| Global Wealth Strategies & Associates | 472 | $83.9K | 0.03% | +34+7.8% | Added |
| UMA Financial Services, Inc. | 479 | $85.1K | 0.01% | +479 | New |
| Nordwand Advisors, LLC | 482 | $85.7K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 499 | $88.7K | 0.01% | −1−0.2% | Reduced |
| Insight Financial Services | 500 | $88.8K | 0.07% | +300+150.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 502 | $89.2K | 0.17% | −2,022−80.1% | Reduced |
| WPG Advisers, LLC | 505 | $89.7K | 0.08% | +505 | New |
| Coston, McIsaac & Partners | 507 | $90.0K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 508 | $90.2K | 0.08% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 464 | $90.5K | 0.02% | −14−2.9% | Reduced |
| REAP Financial Group, LLC | 511 | $90.7K | 0.02% | +103+25.2% | Added |
| Silicon Valley Capital Partners | 517 | $91.8K | 0.01% | −198−27.7% | Reduced |
| Capula Management Ltd | 521 | $92.6K | 0.00% | +154+42.0% | Added |
| Valued Wealth Advisors LLC | 526 | $93.4K | 0.06% | −368−41.2% | Reduced |
| AlphaMark Advisors, LLC | 527 | $94.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 531 | $94.4K | 0.01% | +530+53,000.0% | Added |
| Tanglewood Legacy Advisors, LLC | 533 | $94.7K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 537 | $95.5K | 0.04% | +17+3.3% | Added |
| Murphy & Mullick Capital Management Corp | 538 | $95.6K | 0.09% | +538 | New |
| Bay Harbor Wealth Management, LLC | 538 | $95.6K | 0.03% | +37+7.4% | Added |
| MB, Levis & Associates, LLC | 547 | $97.2K | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 11,328 | $99.7K | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 562 | $99.9K | 0.09% | 00.0% | Unchanged |
| Standard Family Office LLC | 567 | $100.8K | 0.12% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $106.6K | 0.08% | +600 | New |
| Militia Capital Partners, LP | 602 | $107.0K | 0.05% | +602 | New |
| Dougherty Wealth Advisers LLC | 604 | $107.3K | 0.08% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 611 | $108.6K | 0.09% | +611 | New |
| Cornerstone National Bank & Trust Co | 650 | $115.5K | 0.05% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 660 | $117.3K | 0.03% | +510+340.0% | Added |
| Cetera Trust Company, N.A | 668 | $118.7K | 0.08% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 687 | $122.1K | 0.06% | +687 | New |
| Capital A Wealth Management, LLC | 689 | $122.4K | 0.20% | +689 | New |
| Winch Advisory Services, LLC | 708 | $125.8K | 0.03% | −89−11.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 714 | $126.9K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 748 | $127.4K | 0.00% | +748 | New |
| Northwest Bank & Trust Co | 700 | $128.1K | 0.09% | 00.0% | Unchanged |
| Navigoe, LLC | 734 | $130.0K | 0.13% | +734 | New |
| O'Brien Wealth Partners LLC | 734 | $130.4K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 739 | $131.3K | 0.12% | 00.0% | Unchanged |
| Investors Research Corp | 741 | $131.7K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 766 | $136.1K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 770 | $137.0K | 0.38% | +63+8.9% | Added |
| Banque de Luxembourg S.A. | 777 | $138.6K | 0.07% | +777 | New |
| Hurley Capital, LLC | 756 | $138.7K | 0.11% | +756 | New |
| New England Capital Financial Advisors LLC | 788 | $140.0K | 0.07% | +425+117.1% | Added |
| Olistico Wealth, LLC | 797 | $141.6K | 0.08% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 797 | $141.6K | 0.04% | +87+12.3% | Added |
| Reyes Financial Architecture, Inc. | 800 | $142.2K | 0.11% | +800 | New |
| Glass Jacobson Investment Advisors llc | 810 | $144.0K | 0.05% | +44+5.7% | Added |
| C M Bidwell & Associates Ltd | 813 | $144.5K | 0.09% | +813 | New |
| McIlrath & Eck, LLC | 814 | $144.6K | 0.02% | −12−1.5% | Reduced |
| Sierra Ocean, LLC | 834 | $148.2K | 0.12% | +834 | New |
| Ritter Daniher Financial Advisory LLC | 850 | $151.0K | 0.04% | +92+12.1% | Added |
| Fairfield Financial Advisors, LTD | 873 | $155.1K | 0.05% | +3+0.3% | Added |
| Dunhill Financial, LLC | 881 | $156.5K | 0.07% | +171+24.1% | Added |
| Transce3nd, LLC | 897 | $159.4K | 0.05% | +897 | New |
| SOA Wealth Advisors, LLC. | 900 | $159.9K | 0.03% | −479−34.7% | Reduced |
| Vision Financial Markets LLC | 900 | $159.9K | 0.17% | +900 | New |
| Holos Integrated Wealth LLC | 903 | $160.5K | 0.11% | +903 | New |
| CBIZ Investment Advisory Services, LLC | 927 | $164.7K | 0.01% | −21−2.2% | Reduced |
| Briaud Financial Planning, Inc | 937 | $166.0K | 0.07% | −100−9.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 940 | $167.0K | 0.10% | +440+88.0% | Added |
| Covestor Ltd | 947 | $168.0K | 0.11% | −420−30.7% | Reduced |
