| LGT Financial Advisors LLC | 172 | $68.7K | 0.17% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 195 | $78.0K | 0.05% | +195 | New |
| North Star Investment Management Corp. | 200 | $79.9K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $79.9K | 0.06% | +200 | New |
| Roble, Belko & Company, Inc | 200 | $80.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 202 | $80.7K | 0.00% | −1,132−84.9% | Reduced |
| Lindbrook Capital, LLC | 208 | $83.1K | 0.01% | +16+8.3% | Added |
| Quantbot Technologies LP | 210 | $83.9K | 0.00% | +210 | New |
| Larson Financial Group LLC | 211 | $84.3K | 0.00% | +8+3.9% | Added |
| Ronald Blue Trust, Inc. | 291 | $85.6K | 0.00% | +204+234.5% | Added |
| Wolverine Asset Management LLC | 224 | $89.5K | 0.00% | −4,296−95.0% | Reduced |
| Smartleaf Asset Management LLC | 228 | $90.1K | 0.01% | +98+75.4% | Added |
| Cromwell Holdings LLC | 227 | $90.7K | 0.06% | +110+94.0% | Added |
| Westside Investment Management, Inc. | 270 | $90.9K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 230 | $91.9K | 0.00% | −20−8.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 240 | $95.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 245 | $97.9K | 0.01% | −738−75.1% | Reduced |
| Massmutual Trust Co FSB | 249 | $99.5K | 0.00% | +2+0.8% | Added |
| Adirondack Trust Co | 250 | $99.9K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 253 | $101.1K | 0.00% | +70+38.3% | Added |
| SJS Investment Consulting Inc. | 254 | $101.5K | 0.02% | +1+0.4% | Added |
| FSC Wealth Advisors, LLC | 275 | $109.9K | 0.08% | −225−45.0% | Reduced |
| EverSource Wealth Advisors, LLC | 277 | $110.7K | 0.01% | +10+3.7% | Added |
| Hantz Financial Services, Inc. | 280 | $112.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 296 | $118.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 300 | $119.9K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $119.9K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 305 | $121.9K | 0.00% | +25+8.9% | Added |
| Signature Resources Capital Management, LLC | 356 | $142.3K | 0.13% | 00.0% | Unchanged |
| Golden State Equity Partners | 369 | $147.4K | 0.02% | +369 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 393 | $157.0K | 0.01% | +300+322.6% | Added |
| TSFG, LLC | 392 | $157.0K | 0.03% | −8−2.0% | Reduced |
| Vista Private Wealth Partners. LLC | 414 | $165.4K | 0.06% | +170+69.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 425 | $169.8K | 0.07% | −160−27.4% | Reduced |
| Covestor Ltd | 431 | $172.0K | 0.11% | +38+9.7% | Added |
| Toth Financial Advisory Corp | 475 | $189.8K | 0.02% | +125+35.7% | Added |
| Gen-Wealth Partners Inc | 448 | $196.7K | 0.09% | +9+2.1% | Added |
| Ritholtz Wealth Management | 502 | $200.6K | 0.01% | +502 | New |
| Rice Partnership, LLC | 502 | $200.6K | 0.04% | +502 | New |
| Belpointe Asset Management LLC | 513 | $205.0K | 0.01% | +511+25,550.0% | Added |
| Caldwell Trust Co | 514 | $205.4K | 0.02% | +485+1,672.4% | Added |
| Petrus Trust Company, LTA | 515 | $205.8K | 0.02% | −689−57.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 525 | $209.0K | 0.08% | +525 | New |
| Patron Partners Advisors, LLC | 524 | $209.4K | 0.12% | +524 | New |
| Signature Estate & Investment Advisors LLC | 525 | $209.8K | 0.00% | +525 | New |
| Financial Management Network Inc | 500 | $210.9K | 0.04% | +500 | New |
| Hilltop National Bank | 544 | $217.4K | 0.07% | −123−18.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 547 | $218.6K | 0.08% | +20+3.8% | Added |
| Baldwin Brothers Inc | 550 | $219.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 551 | $220.2K | 0.00% | −40−6.8% | Reduced |
| Hilltop Holdings Inc. | 551 | $220.2K | 0.01% | +551 | New |
| Foundations Investment Advisors, LLC | 552 | $220.6K | 0.00% | +552 | New |
| Sugarloaf Wealth Management, LLC | 553 | $220.9K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 500 | $221.3K | 0.08% | +500 | New |
| Kovitz Investment Group Partners, LLC | 821 | $221.5K | 0.00% | +821 | New |
| Harbour Investments, Inc. | 557 | $222.6K | 0.01% | +8+1.5% | Added |
| Kapstone Financial Advisors LLC | 574 | $226.9K | 0.14% | +574 | New |
| TCFG Wealth Management, LLC | 576 | $230.2K | 0.12% | +576 | New |
| City State Bank | 580 | $231.8K | 0.08% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 580 | $231.8K | 0.06% | +580 | New |
| Fidelis Capital Partners, LLC | 524 | $232.0K | 0.03% | +524 | New |
| Washington Trust Co | 583 | $233.0K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 800 | $235.4K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 592 | $236.6K | 0.16% | +592 | New |
| Insight Folios Inc | 599 | $239.4K | 0.09% | +599 | New |
| RVW Wealth, LLC | 600 | $239.8K | 0.02% | +600 | New |
| Kaizen Financial Strategies | 600 | $239.8K | 0.14% | +600 | New |
| Zimmermann Investment Management & Planning LLC | 600 | $239.8K | 0.07% | +600 | New |
| Brass Tax Wealth Management, Inc | 600 | $239.8K | 0.05% | +600 | New |
| Csenge Advisory Group | 556 | $241.7K | 0.01% | +556 | New |
| Copperwynd Financial, LLC | 608 | $243.0K | 0.07% | +608 | New |
| WPWealth LLP | 610 | $243.8K | 0.05% | +610 | New |
| Objective Capital Management, LLC | 611 | $244.2K | 0.14% | +611 | New |
| Wealthfront Advisers LLC | 630 | $251.7K | 0.00% | +630 | New |
| Martingale Asset Management L P | 631 | $252.1K | 0.01% | +631 | New |
| Empirical Asset Management, LLC | 640 | $255.7K | 0.09% | +640 | New |
| Zega Financial, LLC | 642 | $256.5K | 0.08% | +642 | New |
| Smith, Moore & Co. | 644 | $257.3K | 0.02% | +644 | New |
| Steel Peak Wealth Management LLC | 644 | $257.3K | 0.01% | −854−57.0% | Reduced |
| Stratos Wealth Advisors, LLC | 649 | $259.3K | 0.01% | +649 | New |
| TownSquare Capital, LLC | 652 | $260.5K | 0.00% | +652 | New |
| Baader Bank INC | 654 | $260.9K | 0.02% | +654 | New |
| Manchester Capital Management LLC | 653 | $260.9K | 0.03% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 653 | $260.9K | 0.24% | +653 | New |
| Signaturefd, LLC | 655 | $261.7K | 0.00% | +92+16.3% | Added |
| Mesirow Financial Investment Management, Inc. | 663 | $264.9K | 0.01% | +663 | New |
| Perfromance Wealth Partners, LLC | 665 | $265.7K | 0.01% | +665 | New |
| Northwestern Mutual Wealth Management Co | 668 | $266.9K | 0.00% | −134−16.7% | Reduced |
| Heritage Wealth Management, Inc. | 674 | $269.3K | 0.24% | +674 | New |
| Advisor Resource Council | 676 | $270.1K | 0.12% | +676 | New |
| Private Portfolio Partners LLC | 678 | $270.9K | 0.05% | +678 | New |
| StoneX Group Inc. | 684 | $273.3K | 0.02% | −11−1.6% | Reduced |
| Gitterman Wealth Management, LLC | 700 | $279.7K | 0.12% | +6+0.9% | Added |
| Griffin Asset Management, Inc. | 700 | $279.7K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 700 | $279.7K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 701 | $280.1K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 716 | $286.1K | 0.00% | −115−13.8% | Reduced |
| Dark Forest Capital Management LP | 722 | $288.5K | 0.04% | −158−18.0% | Reduced |
| First Heartland Consultants, Inc. | 723 | $289.0K | 0.03% | +723 | New |
| Legacy Capital Group California, Inc. | 724 | $289.3K | 0.10% | +39+5.7% | Added |
