| Aspire Private Capital, LLC | 71 | $19.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 74 | $20.2K | 0.01% | −36−32.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 75 | $20.4K | 0.01% | +75 | New |
| Chilton Capital Management LLC | 78 | $21.2K | 0.00% | +28+56.0% | Added |
| Magellan Asset Management Ltd | 80 | $21.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 82 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 81 | $22.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 80 | $22.0K | 0.01% | +80 | New |
| AdvisorNet Financial, Inc | 83 | $22.6K | 0.00% | +7+9.2% | Added |
| JFS Wealth Advisors, LLC | 84 | $22.9K | 0.00% | +16+23.5% | Added |
| FWL Investment Management, LLC | 91 | $24.8K | 0.01% | +91 | New |
| Valley National Advisers Inc | 99 | $26.0K | 0.00% | +47+90.4% | Added |
| Deseret Mutual Benefit Administrators | 98 | $26.7K | 0.02% | −34−25.8% | Reduced |
| Harbour Investments, Inc. | 98 | $26.7K | 0.00% | +39+66.1% | Added |
| Ofi Invest Asset Management | 110 | $27.1K | 0.00% | −6−5.2% | Reduced |
| Private Ocean, LLC | 100 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $27.2K | 0.01% | +35+53.8% | Added |
| Fortitude Family Office, LLC | 101 | $27.5K | 0.02% | +101 | New |
| GW&K Investment Management, LLC | 103 | $28.0K | 0.00% | −1−1.0% | Reduced |
| Core Alternative Capital | 103 | $28.1K | 0.00% | −127−55.2% | Reduced |
| Quarry LP | 104 | $28.3K | 0.01% | +88+550.0% | Added |
| Prestige Wealth Management Group LLC | 106 | $28.9K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 107 | $29.1K | 0.01% | +107 | New |
| FinTrust Capital Advisors, LLC | 112 | $30.5K | 0.01% | +22+24.4% | Added |
| Union Savings Bank | 120 | $32.7K | 0.02% | +120 | New |
| LGT Financial Advisors LLC | 123 | $33.5K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 123 | $34.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 131 | $35.7K | 0.00% | +8+6.5% | Added |
| Cohen & Steers, Inc. | 133 | $36.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 145 | $39.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 152 | $41.4K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 160 | $43.6K | 0.04% | +160 | New |
| MidAtlantic Capital Management, Inc. | 160 | $43.6K | 0.04% | +160 | New |
| Plante Moran Financial Advisors, LLC | 162 | $44.1K | 0.00% | +33+25.6% | Added |
| Rakuten Securities, Inc. | 165 | $44.9K | 0.04% | +165 | New |
| South State Corp. | 173 | $47.1K | 0.00% | +13+8.1% | Added |
| Larson Financial Group LLC | 177 | $48.2K | 0.00% | +27+18.0% | Added |
| AllSquare Wealth Management LLC | 179 | $48.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 182 | $49.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 187 | $50.9K | 0.00% | −6−3.1% | Reduced |
| Baystate Wealth Management LLC | 188 | $51.3K | 0.00% | +9+5.0% | Added |
| St Germain D J Co Inc | 200 | $54.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 216 | $58.8K | 0.00% | +216 | New |
| State of Wyoming | 229 | $62.4K | 0.01% | −148−39.3% | Reduced |
| Creative Financial Designs Inc | 230 | $62.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 233 | $63.5K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 249 | $67.8K | 0.00% | −1−0.4% | Reduced |
| Clear Investment Research, LLC | 250 | $68.1K | 0.10% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 254 | $69.2K | 0.00% | +254 | New |
| Catalyst Capital Advisors LLC | 255 | $69.5K | 0.00% | +53+26.2% | Added |
| Altshuler Shaham Ltd | 257 | $70.0K | 0.00% | −62−19.4% | Reduced |
| CVA Family Office, LLC | 283 | $77.1K | 0.02% | +283 | New |
| Bell Investment Advisors, Inc | 293 | $79.8K | 0.02% | −1−0.3% | Reduced |
| MV Capital Management, Inc. | 293 | $79.8K | 0.01% | +1+0.3% | Added |
| Spartan Planning & Wealth Management | 303 | $82.5K | 0.09% | −855−73.8% | Reduced |
| Leonteq Securities AG | 308 | $83.9K | 0.01% | −536−63.5% | Reduced |
| Resurgent Financial Advisors LLC | 308 | $83.9K | 0.05% | −30−8.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $87.2K | 0.04% | +320 | New |
| GHP Investment Advisors, Inc. | 340 | $92.6K | 0.01% | −94−21.7% | Reduced |
| Covestor Ltd | 342 | $93.0K | 0.06% | −207−37.7% | Reduced |
| Global Financial Private Client, LLC | 346 | $94.2K | 0.04% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 367 | $100.0K | 0.03% | +367 | New |
| Harel Insurance Investments & Financial Services Ltd. | 368 | $100.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 403 | $109.8K | 0.00% | −15−3.6% | Reduced |
| Evermay Wealth Management LLC | 412 | $112.2K | 0.02% | +412 | New |
| Park Place Capital Corp | 445 | $121.2K | 0.05% | −485−52.2% | Reduced |
| Hexagon Capital Partners LLC | 454 | $123.7K | 0.03% | +50+12.4% | Added |
| Raleigh Capital Management Inc. | 456 | $124.2K | 0.06% | +23+5.3% | Added |
| ICA Group Wealth Management, LLC | 473 | $128.8K | 0.03% | +473 | New |
| Private Trust Co NA | 479 | $130.5K | 0.02% | +74+18.3% | Added |
| Parkside Financial Bank & Trust | 514 | $140.0K | 0.03% | +38+8.0% | Added |
| Bleichroeder LP | 525 | $143.0K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 538 | $146.5K | 0.03% | −475−46.9% | Reduced |
| Ronald Blue Trust, Inc. | 685 | $160.0K | 0.00% | −140−17.0% | Reduced |
| Allworth Financial LP | 610 | $166.1K | 0.00% | +120+24.5% | Added |
| Smartleaf Asset Management LLC | 610 | $166.6K | 0.04% | +610 | New |
| Advisors Asset Management, Inc. | 628 | $171.0K | 0.00% | +83+15.2% | Added |
| EverSource Wealth Advisors, LLC | 661 | $180.0K | 0.02% | +380+135.2% | Added |
| Rakuten Investment Management, Inc. | 673 | $183.9K | 0.00% | +673 | New |
| Planned Solutions, Inc. | 685 | $186.6K | 0.09% | +685 | New |
| Virtus Investment Advisers, Inc. | 711 | $193.7K | 0.15% | 00.0% | Unchanged |
| JNBA Financial Advisors | 712 | $193.9K | 0.02% | −104−12.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 724 | $197.2K | 0.02% | +324+81.0% | Added |
| Sunbelt Securities, Inc. | 729 | $198.6K | 0.03% | −104−12.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 738 | $201.0K | 0.14% | −313−29.8% | Reduced |
| Fiduciary Family Office, LLC | 746 | $203.2K | 0.09% | +746 | New |
| PFW Advisors LLC | 748 | $203.7K | 0.07% | +748 | New |
| Ellevest, Inc. | 752 | $204.8K | 0.01% | +752 | New |
| Glass Jacobson Investment Advisors llc | 755 | $205.6K | 0.08% | +2+0.3% | Added |
| Norden Group LLC | 756 | $205.9K | 0.04% | +756 | New |
| Wedbush Securities Inc | 760 | $207.0K | 0.01% | −187−19.7% | Reduced |
| Natixis Investment Managers International | 767 | $208.9K | 0.01% | +127+19.8% | Added |
| Secured Retirement Advisors, LLC | 768 | $209.2K | 0.20% | +768 | New |
| GeoWealth Management, LLC | 771 | $210.0K | 0.02% | +771 | New |
| Jaffetilchin Investment Partners, LLC | 778 | $211.9K | 0.02% | +778 | New |
| First Trust Investment Solutions L.P. | 781 | $212.7K | 0.04% | +781 | New |
| Kure Advisory, LLC | 786 | $214.1K | 0.11% | +786 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 787 | $214.4K | 0.01% | +787 | New |
| Chicago Trust Co NA | 792 | $215.7K | 0.05% | +792 | New |
| Aureus Asset Management, LLC | 792 | $215.7K | 0.02% | +792 | New |