| Ancora Advisors, LLC | 63 | $50.0K | 0.00% | +16+34.0% | Added |
| State of Wyoming | 72 | $57.0K | 0.03% | −8−10.0% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 72 | $57.0K | 0.02% | +72 | New |
| Trustcore Financial Services, LLC | 75 | $60.0K | 0.01% | −20−21.1% | Reduced |
| FinTrust Capital Advisors, LLC | 76 | $61.0K | 0.01% | −134−63.8% | Reduced |
| Financial Management Professionals, Inc. | 77 | $61.0K | 0.01% | +1+1.3% | Added |
| Winch Advisory Services, LLC | 76 | $61.0K | 0.02% | +58+322.2% | Added |
| Schroder Investment Management Group | 78 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 79 | $63.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 81 | $64.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 80 | $64.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 86 | $68.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 91 | $72.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 92 | $73.0K | 0.00% | −98−51.6% | Reduced |
| Benjamin Edwards Inc | 94 | $75.0K | 0.02% | +59+168.6% | Added |
| Farmers & Merchants Investments Inc | 96 | $76.0K | 0.00% | +10+11.6% | Added |
| Toth Financial Advisory Corp | 100 | $80.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 100 | $80.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 101 | $81.0K | 0.02% | +12+13.5% | Added |
| Sugarloaf Wealth Management, LLC | 104 | $82.0K | 0.02% | +44+73.3% | Added |
| Burleson & Company, LLC | 107 | $85.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 115 | $92.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 116 | $92.0K | 0.06% | +116 | New |
| Mar Vista Investment Partners LLC | 118 | $94.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 119 | $95.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 125 | $100.0K | 0.05% | +13+11.6% | Added |
| First Manhattan Co | 127 | $101.0K | 0.00% | +75+144.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 132 | $105.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $110.0K | 0.00% | −30−17.8% | Reduced |
| Freedman Financial Associates, Inc. | 138 | $110.0K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 89,963 | $113.0K | 0.00% | +89,963 | New |
| Byrne Asset Management LLC | 145 | $115.0K | 0.07% | +145 | New |
| CVA Family Office, LLC | 149 | $119.0K | 0.03% | +89+148.3% | Added |
| Stephens Investment Management Group LLC | 153 | $122.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 161 | $128.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 161 | $128.0K | 0.18% | 00.0% | Unchanged |
| Sandy Spring Bank | 162 | $129.0K | 0.01% | +69+74.2% | Added |
| Concord Wealth Partners | 163 | $130.0K | 0.03% | +137+526.9% | Added |
| Cambridge Trust Co | 167 | $133.0K | 0.00% | +167 | New |
| Parkside Financial Bank & Trust | 170 | $135.0K | 0.03% | +18+11.8% | Added |
| MBM Wealth Consultants, LLC | 175 | $139.0K | 0.06% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 186 | $148.0K | 0.01% | +3+1.6% | Added |
| Cornerstone Advisory, LLC | 194 | $154.0K | 0.02% | +194 | New |
| Anchor Investment Management, LLC | 196 | $156.0K | 0.02% | +13+7.1% | Added |
| FNY Investment Advisers, LLC | 200 | $159.0K | 0.09% | −942−82.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 200 | $159.0K | 0.02% | +200 | New |
| EverSource Wealth Advisors, LLC | 209 | $166.0K | 0.05% | +209 | New |
| Sargent Bickham Lagudis LLC | 210 | $167.0K | 0.01% | −1−0.5% | Reduced |
| Glassman Wealth Services | 210 | $167.0K | 0.03% | +19+9.9% | Added |
| Harbour Investments, Inc. | 214 | $170.0K | 0.01% | −68−24.1% | Reduced |
| Rosenberg Matthew Hamilton | 215 | $171.0K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 217 | $173.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 229 | $182.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 244 | $194.0K | 0.06% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 246 | $196.0K | 0.00% | +246 | New |
| Geneos Wealth Management Inc. | 248 | $197.0K | 0.01% | +42+20.4% | Added |
| West Paces Advisors Inc. | 250 | $199.0K | 0.06% | −6−2.3% | Reduced |
| LGL Partners, LLC | 251 | $200.0K | 0.02% | −28−10.0% | Reduced |
| Hirtle Callaghan & Co LLC | 251 | $200.0K | 0.01% | +251 | New |
| Wealthcare Advisory Partners LLC | 251 | $200.0K | 0.01% | +251 | New |
| Bayesian Capital Management, LP | 253 | $201.0K | 0.06% | −2,917−92.0% | Reduced |
| SeaCrest Wealth Management, LLC | 254 | $202.0K | 0.02% | +254 | New |
| HB Wealth Management, LLC | 254 | $202.0K | 0.00% | +254 | New |
| Palladiem, LLC | 255 | $203.0K | 0.16% | +255 | New |
| Brighton Jones LLC | 256 | $204.0K | 0.01% | +256 | New |
| Drive Wealth Management, LLC | 257 | $205.0K | 0.18% | +257 | New |
| Ground Swell Capital, LLC | 260 | $207.0K | 1.20% | +260 | New |
| Quilter Plc | 230 | $209.0K | 0.01% | −205−47.1% | Reduced |
| SRS Capital Advisors, Inc. | 262 | $209.0K | 0.03% | −63−19.4% | Reduced |
| Family Firm, Inc. | 263 | $209.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 265 | $211.0K | 0.02% | +265 | New |
| Advisory Resource Group | 312 | $211.0K | 0.07% | +312 | New |
| KCS Wealth Advisory | 268 | $213.0K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 269 | $214.0K | 0.05% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 269 | $214.0K | 0.01% | +269 | New |
| Capital Investment Advisors, LLC | 269 | $214.0K | 0.01% | +269 | New |
| Brookstone Capital Management | 283 | $214.0K | 0.00% | +283 | New |
| Western Wealth Management, LLC | 264 | $215.0K | 0.02% | +264 | New |
| Abacus Planning Group, Inc. | 272 | $217.0K | 0.06% | +272 | New |
| Wade G W & Inc | 274 | $218.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 275 | $218.0K | 0.03% | +275 | New |
| Advisors Capital Management, LLC | 276 | $220.0K | 0.01% | +276 | New |
| Brown Brothers Harriman & Co | 278 | $221.0K | 0.00% | −50−15.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 278 | $221.0K | 0.01% | +278 | New |
| Wolf Group Capital Advisors | 279 | $222.0K | 0.04% | +279 | New |
| Summit Trail Advisors, LLC | 283 | $225.0K | 0.01% | +283 | New |
| Reuter James Wealth Management, LLC | 282 | $225.0K | 0.09% | +282 | New |
| Newbridge Financial Services Group, Inc. | 287 | $228.0K | 0.11% | +105+57.7% | Added |
| Rappaport Reiches Capital Management, LLC | 290 | $230.9K | 0.20% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 290 | $231.0K | 0.11% | −5−1.7% | Reduced |
| Nicolet Bankshares Inc | 295 | $235.0K | 0.05% | −2−0.7% | Reduced |
| Tyler-Stone Wealth Management | 295 | $235.0K | 0.12% | +295 | New |
| Mosaic Advisors LLC | 296 | $236.0K | 0.17% | +296 | New |
| Venture Visionary Partners LLC | 298 | $237.0K | 0.02% | +4+1.4% | Added |
| Ellevest, Inc. | 298 | $237.0K | 0.02% | +37+14.2% | Added |
| Capstone Wealth Management Group, LLC | 299 | $238.0K | 0.19% | +299 | New |
| Continental Investors Services, Inc. | 358 | $239.0K | 0.64% | +358 | New |
| Shay Capital LLC | 300 | $239.0K | 0.09% | +300 | New |
| JNBA Financial Advisors | 302 | $240.0K | 0.03% | −78−20.5% | Reduced |
| Atlas Brown,Inc. | 301 | $240.0K | 0.09% | 00.0% | Unchanged |
