| Arkadios Wealth Advisors | 763 | $284.5K | 0.00% | +121+18.8% | Added |
| FLC Capital Advisors | 761 | $283.8K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 752 | $280.5K | 0.01% | −64−7.8% | Reduced |
| Brucke Financial, Inc. | 736 | $274.4K | 0.12% | −881−54.5% | Reduced |
| Personal Cfo Solutions, LLC | 732 | $273.1K | 0.04% | −127−14.8% | Reduced |
| Hilltop National Bank | 732 | $272.9K | 0.06% | −324−30.7% | Reduced |
| We Are One Seven, LLC | 727 | $271.1K | 0.00% | −5−0.7% | Reduced |
| Principal Securities, Inc. | 717 | $267.3K | 0.00% | −496−40.9% | Reduced |
| Union Bancaire Privee, UBP SA | 760 | $264.6K | 0.00% | −11,706−93.9% | Reduced |
| Pallas Capital Advisors LLC | 704 | $262.3K | 0.01% | +9+1.3% | Added |
| Impact Capital Partners LLC | 703 | $262.1K | 0.07% | +703 | New |
| Leavell Investment Management, Inc. | 700 | $261.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 686 | $255.8K | 0.00% | +686 | New |
| Gladstone Institutional Advisory LLC | 685 | $255.4K | 0.01% | +685 | New |
| Snowden Capital Advisors LLC | 684 | $255.1K | 0.01% | −46−6.3% | Reduced |
| BTG Pactual Asset Management US LLC | 676 | $252.1K | 0.02% | +676 | New |
| Horizon Investments, LLC | 668 | $249.1K | 0.00% | +95+16.6% | Added |
| Gryphon Financial Partners LLC | 663 | $247.3K | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 840 | $245.4K | 0.00% | −192−18.6% | Reduced |
| Diversify Advisory Services, LLC | 840 | $245.4K | 0.00% | +840 | New |
| Smartleaf Asset Management LLC | 698 | $243.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 650 | $242.4K | 0.16% | +650 | New |
| Claret Asset Management Corp | 648 | $242.0K | 0.03% | +648 | New |
| Dorsey & Whitney Trust CO LLC | 641 | $239.1K | 0.01% | +9+1.4% | Added |
| Banco Santander, S.A. | 628 | $234.2K | 0.00% | +628 | New |
| Quantessence Capital LLC | 625 | $233.0K | 0.69% | +625 | New |
| Vision Capital Management, Inc. | 619 | $230.8K | 0.03% | +619 | New |
| Advisors Capital Management, LLC | 618 | $230.6K | 0.00% | +618 | New |
| Seeds Investor LLC | 615 | $229.2K | 0.02% | −143−18.9% | Reduced |
| Howe & Rusling Inc | 614 | $228.9K | 0.01% | −93−13.2% | Reduced |
| Parallel Advisors, LLC | 605 | $225.6K | 0.00% | +23+4.0% | Added |
| Triangle Securities Wealth Management | 602 | $224.5K | 0.04% | −249−29.3% | Reduced |
| Dynamic Advisor Solutions LLC | 600 | $223.7K | 0.01% | +600 | New |
| Rafferty Asset Management, LLC | 599 | $223.3K | 0.00% | +599 | New |
| Caxton Associates LLP | 595 | $221.9K | 0.00% | +595 | New |
| Spears Abacus Advisors LLC | 590 | $220.0K | 0.00% | +590 | New |
| Simplicity Wealth,LLC | 589 | $219.6K | 0.01% | +589 | New |
| Clear Wave Wealth Management LLC | 588 | $219.2K | 0.05% | +588 | New |
| Concurrent Investment Advisors, LLC | 587 | $218.9K | 0.00% | +587 | New |
| Moneta Group Investment Advisors LLC | 574 | $214.0K | 0.00% | +574 | New |
| Farringdon Capital, Ltd. | 573 | $213.7K | 0.11% | +573 | New |
| Huntington National Bank | 558 | $208.1K | 0.00% | −8−1.4% | Reduced |
| Markin Volterra Fund LP | 557 | $207.7K | 0.70% | +557 | New |
| Peapack Gladstone Financial Corp | 554 | $207.0K | 0.00% | −764−58.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 546 | $203.6K | 0.02% | −546−50.0% | Reduced |
| Pitcairn Wealth Advisors LLC | 545 | $203.2K | 0.02% | +545 | New |
| DRW Securities, LLC | 539 | $201.0K | 0.01% | +539 | New |
| Umb Bank N A | 500 | $186.4K | 0.00% | +55+12.4% | Added |
| Farther Finance Advisors, LLC | 500 | $185.8K | 0.00% | −18−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 490 | $182.7K | 0.00% | +490 | New |
| Central Pacific Bank - Trust Division | 460 | $171.5K | 0.02% | −120−20.7% | Reduced |
| Godfrey Financial Associates, Inc. | 450 | $167.8K | 0.13% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 430 | $160.3K | 0.02% | +227+111.8% | Added |
| Sittner & Nelson, LLC | 416 | $155.1K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 371 | $138.3K | 0.01% | +309+498.4% | Added |
| State of Wyoming | 344 | $128.3K | 0.01% | −340−49.7% | Reduced |
| Custom Index Systems, LLC | 308 | $114.8K | 0.04% | +308 | New |
| Sterling Capital Management LLC | 296 | $110.4K | 0.00% | +52+21.3% | Added |
| Gen-Wealth Partners Inc | 286 | $106.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 274 | $102.2K | 0.02% | +269+5,380.0% | Added |
| Walleye Trading LLC | 268 | $99.9K | 0.00% | +268 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 266 | $99.2K | 0.00% | +266 | New |
| EverSource Wealth Advisors, LLC | 264 | $98.4K | 0.00% | −123−31.8% | Reduced |
| OP Asset Management Ltd | 261 | $97.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 250 | $93.2K | 0.02% | +100+66.7% | Added |
| Basecamp Wealth Advisors LLC | 222 | $82.8K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 255 | $82.3K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 217 | $80.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 216 | $80.6K | 0.00% | +5+2.4% | Added |
| SBI Securities Co., Ltd. | 203 | $75.7K | 0.00% | −32−13.6% | Reduced |
| Massmutual Trust Co FSB | 190 | $70.8K | 0.00% | −14−6.9% | Reduced |
| Park Place Capital Corp | 189 | $70.5K | 0.01% | −70−27.0% | Reduced |
| Global Retirement Partners, LLC | 188 | $70.1K | 0.00% | +188 | New |
| Elequin Capital LP | 182 | $67.9K | 0.00% | +146+405.6% | Added |
| Parkside Financial Bank & Trust | 161 | $60.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 150 | $55.9K | 0.03% | +139+1,263.6% | Added |
| True Wealth Design, LLC | 148 | $55.2K | 0.01% | +76+105.6% | Added |
| Atlantic Union Bankshares Corp | 140 | $52.2K | 0.00% | +140 | New |
| Proathlete Wealth Management LLC | 137 | $51.3K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 135 | $50.3K | 0.00% | +135 | New |
| Private Trust Co NA | 130 | $48.5K | 0.00% | +4+3.2% | Added |
| Macquarie Group Ltd | 127 | $47.4K | 0.00% | +127 | New |
| GHP Investment Advisors, Inc. | 125 | $46.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 125 | $46.6K | 0.00% | +14+12.6% | Added |
| Tokio Marine Asset Management Co Ltd | 122 | $45.5K | 0.00% | +122 | New |
| NBC Securities, Inc. | 114 | $42.5K | 0.00% | −8−6.6% | Reduced |
| Meeder Asset Management Inc | 113 | $42.1K | 0.00% | +113 | New |
| Pinnacle Wealth Planning Services, Inc. | 105 | $39.2K | 0.00% | −4−3.7% | Reduced |
| Main Street Group, LTD | 100 | $37.3K | 0.01% | −25−20.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 97 | $36.2K | 0.01% | −19−16.4% | Reduced |
| Bare Financial Services, Inc | 96 | $35.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 85 | $31.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 93 | $29.5K | 0.00% | −40−30.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 75 | $28.0K | 0.00% | −100−57.1% | Reduced |
| Nomura Asset Management Co Ltd | 73 | $27.2K | 0.00% | +73 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $26.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $26.1K | 0.00% | +10+16.7% | Added |
| Eurizon Capital SGR S.p.A. | 74 | $25.8K | 0.00% | +32+76.2% | Added |
| Mather Group, LLC. | 67 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 67 | $25.0K | 0.00% | +61+1,016.7% | Added |
