| Johnson Financial Group, Inc. | 62 | $51.3K | 0.00% | −31−33.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 62 | $51.8K | 0.02% | +62 | New |
| CVA Family Office, LLC | 66 | $54.6K | 0.01% | +14+26.9% | Added |
| Mount Yale Investment Advisors, LLC | 68 | $56.3K | 0.00% | +68 | New |
| Y.D. More Investments Ltd | 75 | $62.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 77 | $63.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $65.0K | 0.01% | +50+172.4% | Added |
| AdvisorNet Financial, Inc | 80 | $66.2K | 0.00% | +64+400.0% | Added |
| Rothschild Investment LLC | 81 | $67.1K | 0.00% | −4−4.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 82 | $67.9K | 0.07% | +60+272.7% | Added |
| Bell Investment Advisors, Inc | 83 | $68.7K | 0.01% | +7+9.2% | Added |
| Smithfield Trust Co | 87 | $72.0K | 0.00% | −1−1.1% | Reduced |
| Rise Advisors, LLC | 97 | $80.3K | 0.03% | +2+2.1% | Added |
| Vision Financial Markets LLC | 100 | $82.8K | 0.08% | 00.0% | Unchanged |
| Gould Capital, LLC | 100 | $82.8K | 0.06% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $82.8K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $82.8K | 0.05% | +100 | New |
| Ritter Daniher Financial Advisory LLC | 101 | $83.6K | 0.02% | −24−19.2% | Reduced |
| Trust Co of Vermont | 101 | $83.6K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 101 | $83.6K | 0.01% | +101 | New |
| GW&K Investment Management, LLC | 106 | $88.0K | 0.00% | +11+11.6% | Added |
| Harbor Investment Advisory, LLC | 111 | $91.9K | 0.01% | +5+4.7% | Added |
| Private Trust Co NA | 112 | $92.7K | 0.01% | +3+2.8% | Added |
| Brown Brothers Harriman & Co | 116 | $96.0K | 0.00% | +94+427.3% | Added |
| Prestige Wealth Management Group LLC | 116 | $96.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 120 | $99.4K | 0.04% | −32−21.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 122 | $101.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 132 | $109.3K | 0.00% | +132 | New |
| Bank of Jackson Hole Trust | 133 | $110.1K | 0.06% | −105−44.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 136 | $112.6K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 139 | $115.1K | 0.01% | −2−1.4% | Reduced |
| Nkcfo LLC | 140 | $116.0K | 0.05% | 00.0% | Unchanged |
| Volterra Technologies LP | 149 | $123.4K | 0.17% | +149 | New |
| Nalls Sherbakoff Group, LLC | 150 | $124.2K | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 151 | $125.0K | 0.00% | +151 | New |
| Key Financial Inc | 159 | $131.6K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 162 | $134.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 194 | $136.8K | 0.00% | +76+64.4% | Added |
| Cheviot Value Management, LLC | 163 | $137.3K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 168 | $139.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 173 | $143.2K | 0.12% | +25+16.9% | Added |
| North Star Investment Management Corp. | 175 | $144.9K | 0.01% | −25−12.5% | Reduced |
| Onefund, LLC | 183 | $152.0K | 0.11% | +183 | New |
| Versant Capital Management, Inc | 185 | $153.2K | 0.02% | +72+63.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 187 | $154.8K | 0.19% | +187 | New |
| Sentry Investment Management LLC | 196 | $155.0K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 195 | $161.4K | 0.01% | +195 | New |
| Ameritas Advisory Services, LLC | 196 | $162.3K | 0.01% | +196 | New |
| Roble, Belko & Company, Inc | 204 | $169.0K | 0.02% | +4+2.0% | Added |
| Parkside Financial Bank & Trust | 216 | $178.8K | 0.02% | +39+22.0% | Added |
| MUFG Securities EMEA plc | 219 | $181.3K | 0.01% | +219 | New |
| First PREMIER Bank | 222 | $184.0K | 0.04% | +115+107.5% | Added |
| Smartleaf Asset Management LLC | 226 | $185.0K | 0.02% | −153−40.4% | Reduced |
| Signature Resources Capital Management, LLC | 233 | $192.9K | 0.12% | −100−30.0% | Reduced |
| Cromwell Holdings LLC | 239 | $197.9K | 0.12% | +8+3.5% | Added |
| Plante Moran Financial Advisors, LLC | 240 | $198.7K | 0.01% | −185−43.5% | Reduced |
| Advisor OS, LLC | 243 | $201.2K | 0.02% | +243 | New |
| New Century Financial Group, LLC | 243 | $201.2K | 0.24% | +243 | New |
| Sage Rhino Capital LLC | 244 | $202.0K | 0.04% | +244 | New |
| Catalyst Financial Partners LLC | 244 | $202.0K | 0.02% | +244 | New |
| Calton & Associates, Inc. | 246 | $203.7K | 0.04% | +246 | New |
| Global Financial Private Client, LLC | 248 | $205.3K | 0.08% | +136+121.4% | Added |
| Rehmann Capital Advisory Group | 249 | $206.2K | 0.01% | +249 | New |
| Ahl Investment Management, Inc. | 250 | $207.0K | 0.14% | −150−37.5% | Reduced |
| Adirondack Trust Co | 250 | $207.0K | 0.08% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 250 | $207.0K | 0.00% | +250 | New |
| Inceptionr LLC | 250 | $207.0K | 0.05% | +250 | New |
| Panoramic Investment Advisors, LLC | 251 | $207.8K | 0.13% | +251 | New |
| Summit Asset Management, LLC | 252 | $208.6K | 0.03% | +252 | New |
| Resonant Capital Advisors, LLC | 253 | $209.5K | 0.01% | +253 | New |
| Williams Jones Wealth Management, LLC. | 254 | $210.3K | 0.00% | +254 | New |
| First Western Trust Bank | 255 | $211.1K | 0.01% | +255 | New |
| Trust Investment Advisors | 255 | $211.1K | 0.13% | +255 | New |
| Retirement Income Solutions, Inc | 255 | $211.1K | 0.04% | +255 | New |
| Bravias Capital Group, LLC | 255 | $211.1K | 0.15% | +255 | New |
| Riversedge Advisors, LLC | 257 | $212.8K | 0.04% | +257 | New |
| Childress Capital Advisors, LLC | 258 | $213.7K | 0.05% | +258 | New |
| Ethos Financial Group, LLC | 259 | $214.4K | 0.02% | +259 | New |
| TCI Wealth Advisors, Inc. | 259 | $214.4K | 0.01% | +259 | New |
| Phoenix Holdings Ltd. | 260 | $215.0K | 0.00% | +260 | New |
| Willner & Heller, LLC | 260 | $215.3K | 0.18% | +260 | New |
| Facet Wealth, Inc. | 285 | $215.3K | 0.00% | +285 | New |
| Hantz Financial Services, Inc. | 261 | $216.0K | 0.00% | −22−7.8% | Reduced |
| GTS Securities LLC | 261 | $216.1K | 0.01% | −534−67.2% | Reduced |
| Essex Savings Bank | 262 | $216.9K | 0.05% | +262 | New |
| Horst & Graben Wealth Management LLC | 263 | $217.7K | 0.04% | +263 | New |
| Smith Anglin Financial, LLC | 264 | $218.6K | 0.02% | +264 | New |
| Checchi Capital Advisers, LLC | 264 | $218.6K | 0.02% | +264 | New |
| Integrity Wealth Solutions LLC | 264 | $218.6K | 0.11% | +264 | New |
| E&G Advisors, LP | 265 | $219.4K | 0.06% | +265 | New |
| West Michigan Advisors, LLC | 265 | $219.4K | 0.06% | +265 | New |
| Fortis Capital Advisors, LLC | 266 | $220.2K | 0.04% | +266 | New |
| Catalytic Wealth RIA, LLC | 269 | $222.7K | 0.02% | +269 | New |
| Centric Wealth Management | 265 | $223.3K | 0.05% | +265 | New |
| First Financial Group Corp | 271 | $224.4K | 0.22% | +271 | New |
| Westside Investment Management, Inc. | 283 | $224.7K | 0.04% | +13+4.8% | Added |
| CSM Advisors, LLC | 274 | $226.0K | 0.01% | +274 | New |
| Syon Capital LLC | 273 | $226.0K | 0.01% | +273 | New |
| FSC Wealth Advisors, LLC | 275 | $227.7K | 0.14% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 276 | $228.5K | 0.19% | +276 | New |
