| Everett Harris & Co | 320 | $229.9K | 0.00% | +320 | New |
| Wall Street Financial Group, Inc. | 298 | $229.9K | 0.17% | +298 | New |
| Aprio Wealth Management, LLC | 319 | $229.3K | 0.02% | +319 | New |
| Chesley Taft & Associates LLC | 319 | $229.2K | 0.01% | +319 | New |
| 44 Wealth Management LLC | 316 | $227.1K | 0.08% | +316 | New |
| Challenger Wealth Management | 316 | $227.1K | 0.18% | +316 | New |
| Ullmann Financial Group, Inc. | 315 | $226.3K | 0.02% | +315 | New |
| Novem Group | 314 | $225.6K | 0.03% | −63−16.7% | Reduced |
| Clear Creek Financial Management, LLC | 314 | $225.6K | 0.02% | +314 | New |
| Verus Capital Partners, LLC | 314 | $225.6K | 0.02% | +314 | New |
| Kirtland Hills Capital Management, LLC | 314 | $225.6K | 0.09% | +314 | New |
| Forefront Wealth Partners, LLC | 314 | $225.6K | 0.06% | +314 | New |
| Boston Private Wealth LLC | 312 | $224.2K | 0.01% | +312 | New |
| VisionPoint Advisory Group, LLC | 312 | $224.2K | 0.04% | +312 | New |
| Choate Investment Advisors | 312 | $224.2K | 0.00% | +312 | New |
| Capital Markets Trading UK LLP | 310 | $223.0K | 0.23% | −665−68.2% | Reduced |
| Icon Wealth Advisors, LLC | 310 | $222.7K | 0.02% | −78−20.1% | Reduced |
| CVA Family Office, LLC | 308 | $221.3K | 0.03% | +179+138.8% | Added |
| HCR Wealth Advisors | 323 | $220.8K | 0.02% | +323 | New |
| Walkner Condon Financial Advisors LLC | 307 | $220.6K | 0.03% | +307 | New |
| Calton & Associates, Inc. | 306 | $219.9K | 0.03% | +306 | New |
| Waratah Capital Advisors Ltd. | 306 | $219.9K | 0.01% | +306 | New |
| Trajan Wealth LLC | 306 | $219.9K | 0.01% | +306 | New |
| Acorn Wealth Advisors, LLC | 303 | $217.7K | 0.07% | +303 | New |
| Pure Financial Advisors, Inc. | 301 | $216.4K | 0.00% | +301 | New |
| WESPAC Advisors, LLC | 301 | $216.3K | 0.13% | +301 | New |
| Massar Capital Management, LP | 300 | $215.6K | 0.08% | +300 | New |
| Lighthouse Financial LLC | 300 | $215.6K | 0.14% | +300 | New |
| Paradice Investment Management LLC | 298 | $214.1K | 0.05% | +298 | New |
| Capital Performance Advisors LLP | 298 | $214.1K | 0.04% | +298 | New |
| Sym Financial Corp | 297 | $213.4K | 0.02% | +297 | New |
| Moors & Cabot, Inc. | 297 | $213.4K | 0.01% | +297 | New |
| Harel Insurance Investments & Financial Services Ltd. | 296 | $212.0K | 0.00% | −57−16.1% | Reduced |
| SIH Partners, LLLP | 295 | $212.0K | 0.02% | +295 | New |
| LGT Fund Management Co Ltd. | 300 | $211.2K | 0.02% | −300−50.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 294 | $211.0K | 0.04% | +294 | New |
| Connecticut Wealth Management, LLC | 293 | $210.5K | 0.01% | +293 | New |
| Busey Wealth Management | 290 | $208.4K | 0.01% | +290 | New |
| Financial Life Planners | 290 | $208.4K | 0.14% | +290 | New |
| Pinnacle Wealth Planning Services, Inc. | 288 | $206.9K | 0.02% | +288 | New |
| Clifford Group, LLC | 288 | $206.9K | 0.16% | +288 | New |
| Cornerstone Wealth Group, LLC | 287 | $206.4K | 0.01% | +287 | New |
| StoneX Group Inc. | 287 | $206.2K | 0.01% | +287 | New |
| Sunpointe, LLC | 287 | $206.2K | 0.07% | +287 | New |
| ABLE Financial Group, LLC | 286 | $205.5K | 0.04% | +286 | New |
| JBR Co Financial Management Inc | 285 | $204.8K | 0.09% | +285 | New |
| Strategic Investment Solutions, Inc. | 283 | $203.3K | 0.05% | +283 | New |
| Everpar Advisors LLC | 282 | $202.6K | 0.08% | +282 | New |
| Verdence Capital Advisors LLC | 315 | $202.5K | 0.01% | −541−63.2% | Reduced |
| Two Sigma Securities, LLC | 281 | $201.9K | 0.03% | −3,458−92.5% | Reduced |
| Kitching Partners, LLC | 281 | $201.9K | 0.19% | +281 | New |
| Ninepoint Partners LP | 280 | $201.2K | 0.03% | +280 | New |
| Mayfair Advisory Group, LLC | 280 | $201.2K | 0.09% | +280 | New |
| Naviter Wealth, LLC | 280 | $201.2K | 0.02% | +280 | New |
| M3 Advisory Group, LLC | 280 | $201.2K | 0.13% | +280 | New |
| Harbour Investments, Inc. | 279 | $200.5K | 0.00% | +97+53.3% | Added |
| Bell Investment Advisors, Inc | 276 | $198.3K | 0.03% | −28−9.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 265 | $190.4K | 0.01% | +265 | New |
| Whittier Trust Co of Nevada Inc | 268 | $183.0K | 0.00% | +54+25.2% | Added |
| Wellington Shields Capital Management, LLC | 250 | $179.6K | 0.03% | −250−50.0% | Reduced |
| Binnacle Investments Inc | 250 | $179.6K | 0.11% | −20−7.4% | Reduced |
| Fourth Dimension Wealth, LLC | 250 | $179.6K | 0.07% | +50+25.0% | Added |
| Itau Unibanco Holding S.A. | 246 | $176.8K | 0.01% | +6+2.5% | Added |
| Gordian Capital Singapore Pte Ltd | 230 | $165.3K | 0.22% | −80−25.8% | Reduced |
| Barrett & Company, Inc. | 227 | $163.1K | 0.06% | +227 | New |
| Avion Wealth | 223 | $160.0K | 0.03% | +65+41.1% | Added |
| Hemington Wealth Management | 210 | $150.0K | 0.02% | +15+7.7% | Added |
| DT Investment Partners, LLC | 206 | $148.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 203 | $145.9K | 0.01% | +175+625.0% | Added |
| Compagnie Lombard Odier SCmA | 200 | $143.7K | 0.00% | +80+66.7% | Added |
| Wealthspire Advisors, LLC | 197 | $141.6K | 0.00% | +197 | New |
| Mather Group, LLC. | 187 | $134.1K | 0.00% | +187 | New |
| Oakworth Capital, Inc. | 184 | $132.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 183 | $131.5K | 0.01% | −703−79.3% | Reduced |
| True Wealth Design, LLC | 177 | $127.3K | 0.04% | +142+405.7% | Added |
| Financial Consulate, Inc | 171 | $122.9K | 0.02% | +171 | New |
| Alpine Bank Wealth Management | 171 | $122.9K | 0.02% | +68+66.0% | Added |
| HM Payson & Co | 170 | $122.2K | 0.00% | −207−54.9% | Reduced |
| MV Capital Management, Inc. | 161 | $115.7K | 0.01% | +19+13.4% | Added |
| Wealth Preservation Advisors, LLC | 160 | $115.0K | 0.07% | −119−42.7% | Reduced |
| Covestor Ltd | 156 | $112.0K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 155 | $111.0K | 0.00% | +79+103.9% | Added |
| NBC Securities, Inc. | 150 | $107.8K | 0.01% | −2−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 149 | $107.1K | 0.00% | +149 | New |
| TFC Financial Management | 147 | $105.6K | 0.01% | +50+51.5% | Added |
| Smithfield Trust Co | 144 | $104.0K | 0.00% | +44+44.0% | Added |
| JPL Wealth Management, LLC | 143 | $102.8K | 0.02% | +143 | New |
| Fortitude Family Office, LLC | 140 | $100.6K | 0.03% | +2+1.4% | Added |
| ORG Partners LLC | 139 | $99.9K | 0.02% | +33+31.1% | Added |
| Meeder Asset Management Inc | 137 | $98.4K | 0.01% | −105−43.4% | Reduced |
| RiverPark Advisors, LLC | 136 | $97.7K | 0.04% | −1−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 134 | $96.3K | 0.00% | +22+19.6% | Added |
| Motco | 132 | $94.8K | 0.01% | +132 | New |
| SJS Investment Consulting Inc. | 130 | $93.4K | 0.01% | −110−45.8% | Reduced |
| Manchester Capital Management LLC | 126 | $90.5K | 0.01% | −1,901−93.8% | Reduced |
| MPWM Advisory Solutions, LLC | 125 | $89.8K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 121 | $86.9K | 0.04% | +107+764.3% | Added |
| Transamerica Financial Advisors, Inc. | 120 | $86.2K | 0.01% | +120 | New |
| Inlight Wealth Management, LLC | 118 | $84.8K | 0.04% | −19−13.9% | Reduced |
| Private Wealth Management Group, LLC | 118 | $84.8K | 0.02% | −2−1.7% | Reduced |
