| Moneta Group Investment Advisors LLC | 994 | $242.0K | 0.00% | +20+2.1% | Added |
| Buckingham Strategic Wealth, LLC | 981 | $238.7K | 0.00% | +11+1.1% | Added |
| J. L. Bainbridge & Co., Inc. | 980 | $238.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $238.6K | 0.11% | +980 | New |
| Nwam LLC | 978 | $238.1K | 0.02% | −22−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 977 | $237.9K | 0.04% | +977 | New |
| Bigelow Investment Advisors, LLC | 975 | $237.4K | 0.13% | +975 | New |
| Moran Wealth Management, LLC | 974 | $237.2K | 0.01% | +974 | New |
| Cozad Asset Management Inc | 970 | $236.2K | 0.03% | 00.0% | Unchanged |
| Greenland Capital Management LP | 970 | $236.2K | 0.04% | +970 | New |
| Heritage Wealth Advisors | 960 | $233.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 952 | $231.8K | 0.03% | +952 | New |
| Bartlett & Co. Wealth Management LLC | 937 | $229.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 937 | $229.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 940 | $228.9K | 0.02% | −638−40.4% | Reduced |
| Fluent Financial, LLC | 940 | $228.8K | 0.14% | −150−13.8% | Reduced |
| International Assets Investment Management, LLC | 934 | $227.4K | 0.03% | −5,315−85.1% | Reduced |
| Johnson Investment Counsel Inc | 920 | $224.0K | 0.00% | +920 | New |
| Flagship Private Wealth, LLC | 920 | $224.0K | 0.17% | +920 | New |
| Nicholas Hoffman & Company, LLC. | 919 | $223.8K | 0.01% | +919 | New |
| Dunhill Financial, LLC | 916 | $222.9K | 0.20% | +9+1.0% | Added |
| Forum Financial Management, LP | 912 | $222.1K | 0.00% | +912 | New |
| Pacitti Group Inc. | 910 | $221.6K | 0.14% | +910 | New |
| Aptus Capital Advisors, LLC | 904 | $220.1K | 0.01% | +904 | New |
| Colony Group, LLC | 902 | $220.0K | 0.00% | +902 | New |
| Essex Financial Services, Inc. | 902 | $219.6K | 0.02% | +902 | New |
| Arthur M. Cohen & Associates, LLC | 900 | $219.1K | 0.05% | +900 | New |
| Alpha Omega Wealth Management LLC | 895 | $217.9K | 0.04% | +895 | New |
| Phoenix Wealth Advisors | 919 | $215.2K | 0.15% | +919 | New |
| ORG Partners LLC | 883 | $215.0K | 0.04% | −169−16.1% | Reduced |
| BSW Wealth Partners | 878 | $213.8K | 0.04% | +878 | New |
| Dark Forest Capital Management LP | 874 | $212.8K | 0.03% | −3,302−79.1% | Reduced |
| UMA Financial Services, Inc. | 847 | $212.4K | 0.05% | +847 | New |
| Crescent Grove Advisors, LLC | 872 | $212.3K | 0.02% | +872 | New |
| Oarsman Capital, Inc. | 868 | $211.3K | 0.06% | +868 | New |
| Simplicity Wealth,LLC | 867 | $211.1K | 0.08% | +867 | New |
| PDS Planning, Inc | 864 | $210.4K | 0.02% | +864 | New |
| Tilt Investment Management Holdings, PBC | 861 | $209.6K | 0.23% | −278−24.4% | Reduced |
| AJOVista, LLC | 856 | $208.4K | 0.26% | +856 | New |
| RSM US Wealth Management LLC | 853 | $207.7K | 0.01% | +853 | New |
| Brown, Lisle/Cummings, Inc. | 850 | $207.0K | 0.08% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 845 | $205.7K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 838 | $204.0K | 0.06% | +838 | New |
| Summit Financial, LLC | 837 | $203.8K | 0.01% | +837 | New |
| Concurrent Investment Advisors, LLC | 837 | $203.8K | 0.01% | +837 | New |
| White Knight Strategic Wealth Advisors, LLC | 833 | $202.8K | 0.23% | +833 | New |
| Institute for Wealth Management, LLC. | 831 | $202.3K | 0.03% | +831 | New |
| Pathway Financial Advisors LLC | 826 | $201.1K | 0.06% | +826 | New |
| Mairs & Power Inc | 825 | $200.9K | 0.00% | +825 | New |
| Northwest Financial Advisors | 800 | $194.8K | 0.17% | +800 | New |
| Farther Finance Advisors, LLC | 790 | $192.4K | 0.01% | +358+82.9% | Added |
| Compagnie Lombard Odier SCmA | 775 | $188.7K | 0.00% | +775 | New |
| Tobam | 766 | $187.0K | 0.02% | +189+32.8% | Added |
| Smartleaf Asset Management LLC | 752 | $183.2K | 0.05% | +752 | New |
| Caldwell Trust Co | 742 | $180.7K | 0.02% | +83+12.6% | Added |
| Lindbrook Capital, LLC | 737 | $179.4K | 0.02% | +210+39.8% | Added |
| Alta Advisers Ltd | 700 | $170.4K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 696 | $169.5K | 0.01% | +164+30.8% | Added |
| DT Investment Partners, LLC | 653 | $167.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 670 | $163.1K | 0.20% | +15+2.3% | Added |
| Ci Investments Inc. | 662 | $161.0K | 0.00% | −23−3.4% | Reduced |
| Allworth Financial LP | 629 | $153.1K | 0.00% | −12−1.9% | Reduced |
| Global Trust Asset Management, LLC | 604 | $147.1K | 0.06% | +604 | New |
| EverSource Wealth Advisors, LLC | 579 | $141.0K | 0.01% | +189+48.5% | Added |
| Vestor Capital, LLC | 575 | $140.0K | 0.01% | −43−7.0% | Reduced |
| Systematic Alpha Investments, LLC | 574 | $139.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 574 | $139.8K | 0.00% | +4+0.7% | Added |
| Kozak & Associates, Inc. | 575 | $138.9K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 559 | $136.1K | 0.02% | +93+20.0% | Added |
| Acropolis Investment Management, LLC | 549 | $133.7K | 0.01% | −1−0.2% | Reduced |
| HM Payson & Co | 539 | $131.2K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 528 | $129.3K | 0.00% | +528 | New |
| Custom Portfolio Group LLC | 529 | $128.8K | 0.11% | +529 | New |
| Natixis Investment Managers International | 524 | $127.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 519 | $126.4K | 0.02% | −190−26.8% | Reduced |
| Washington Trust Advisors, Inc. | 512 | $124.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $121.7K | 0.02% | −11−2.2% | Reduced |
| Independence Bank of Kentucky | 492 | $119.8K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 481 | $117.1K | 0.01% | −80−14.3% | Reduced |
| Virtus Investment Advisers, Inc. | 480 | $116.9K | 0.09% | +480 | New |
| Garde Capital, Inc. | 458 | $112.0K | 0.01% | +458 | New |
| Security National Bank | 450 | $109.6K | 0.02% | +450 | New |
| Farmers & Merchants Investments Inc | 447 | $108.8K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 434 | $106.0K | 0.00% | +434 | New |
| Institutional & Family Asset Management, LLC | 426 | $103.7K | 0.02% | +5+1.2% | Added |
| China Universal Asset Management Co., Ltd. | 425 | $103.5K | 0.02% | −372−46.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 425 | $103.5K | 0.08% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 420 | $102.3K | 0.01% | +420 | New |
| Private Ocean, LLC | 410 | $99.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $97.4K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 400 | $97.0K | 0.10% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $97.0K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 376 | $91.5K | 0.11% | +376 | New |
| SYSTM Wealth Solutions LLC | 370 | $90.1K | 0.01% | +370 | New |
| Private Trust Co NA | 365 | $88.9K | 0.01% | +5+1.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 360 | $88.0K | 0.00% | −127−26.1% | Reduced |
| Rothschild Investment LLC | 353 | $85.9K | 0.01% | +353 | New |
| EntryPoint Capital, LLC | 349 | $85.0K | 0.08% | +349 | New |
| Disciplina Capital Management LLC | 341 | $83.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 330 | $81.0K | 0.06% | −29−8.1% | Reduced |