| Concord Wealth Partners | 190 | $43.3K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 199 | $45.4K | 0.01% | +199 | New |
| Joseph Group Capital Management | 200 | $45.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 213 | $48.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 217 | $49.5K | 0.03% | +217 | New |
| LRI Investments, LLC | 221 | $50.3K | 0.00% | +221 | New |
| WealthCollab, LLC | 221 | $50.4K | 0.03% | −26−10.5% | Reduced |
| CNB Bank | 231 | $52.6K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 242 | $55.2K | 0.03% | +124+105.1% | Added |
| Medallion Wealth Advisors, LLC | 253 | $57.8K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 255 | $58.1K | 0.00% | +130+104.0% | Added |
| Larson Financial Group LLC | 260 | $59.3K | 0.00% | +49+23.2% | Added |
| AllSquare Wealth Management LLC | 263 | $59.9K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 266 | $60.6K | 0.00% | −32−10.7% | Reduced |
| Costello Asset Management, INC | 270 | $61.5K | 0.02% | +270 | New |
| IMA Wealth, Inc. | 274 | $62.5K | 0.01% | +274 | New |
| Lindbrook Capital, LLC | 276 | $62.9K | 0.01% | +50+22.1% | Added |
| Pinnacle Bancorp, Inc. | 277 | $63.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 278 | $63.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 286 | $65.2K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 324 | $73.8K | 0.00% | +324 | New |
| Massmutual Trust Co FSB | 336 | $76.6K | 0.00% | +55+19.6% | Added |
| Sound Income Strategies, LLC | 341 | $77.7K | 0.00% | −33−8.8% | Reduced |
| TSFG, LLC | 355 | $81.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 364 | $83.0K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 365 | $83.2K | 0.06% | +365 | New |
| Private Wealth Asset Management, LLC | 398 | $90.7K | 0.01% | +398 | New |
| Bernard Wealth Management Corp. | 409 | $93.2K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 412 | $95.1K | 0.02% | +412 | New |
| Y.D. More Investments Ltd | 435 | $99.1K | 0.01% | −42−8.8% | Reduced |
| S.A. Mason LLC | 450 | $102.6K | 0.05% | −300−40.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 467 | $106.4K | 0.00% | +467 | New |
| EverSource Wealth Advisors, LLC | 481 | $109.6K | 0.01% | −607−55.8% | Reduced |
| Cheviot Value Management, LLC | 500 | $110.1K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 488 | $111.2K | 0.00% | −4−0.8% | Reduced |
| Smartleaf Asset Management LLC | 499 | $114.0K | 0.01% | +37+8.0% | Added |
| Arcadia Investment Management Corp | 500 | $114.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 507 | $116.0K | 0.00% | −167−24.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 523 | $120.0K | 0.01% | −31−5.6% | Reduced |
| SOA Wealth Advisors, LLC. | 527 | $120.1K | 0.03% | +420+392.5% | Added |
| Bartlett & Co. Wealth Management LLC | 540 | $123.1K | 0.00% | +10+1.9% | Added |
| Canada Pension Plan Investment Board | 550 | $125.4K | 0.00% | +362+192.6% | Added |
| Greykasell Wealth Strategies, Inc. | 555 | $126.5K | 0.07% | +555 | New |
| Promethos Capital, LLC | 556 | $126.7K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 600 | $136.8K | 0.06% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 611 | $139.3K | 0.04% | −194−24.1% | Reduced |
| Grove Bank & Trust | 636 | $145.0K | 0.02% | −44−6.5% | Reduced |
| Ronald Blue Trust, Inc. | 641 | $146.1K | 0.00% | −1,506−70.1% | Reduced |
| Financial Network Wealth Management LLC | 653 | $148.0K | 0.05% | +653 | New |
| Washington Trust Advisors, Inc. | 650 | $148.1K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 715 | $157.0K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 682 | $157.8K | 0.00% | +682 | New |
| North Star Investment Management Corp. | 725 | $165.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 743 | $169.0K | 0.11% | +743 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $170.9K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 784 | $178.7K | 0.01% | +784 | New |
| Wealth Preservation Advisors, LLC | 807 | $183.9K | 0.13% | +807 | New |
| Burns Matteson Capital Management, LLC | 846 | $192.8K | 0.10% | +846 | New |
| City State Bank | 855 | $194.9K | 0.06% | +30+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 970 | $198.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 875 | $199.4K | 0.03% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 878 | $200.1K | 0.02% | +878 | New |
| Creative Financial Designs Inc | 880 | $200.5K | 0.02% | −376−29.9% | Reduced |
| Optas, LLC | 882 | $201.0K | 0.03% | +882 | New |
| 4J Wealth Management LLC | 888 | $202.3K | 0.16% | +888 | New |
| Carrera Capital Advisors | 895 | $204.0K | 0.05% | −1,557−63.5% | Reduced |
| PDS Planning, Inc | 900 | $205.1K | 0.02% | +900 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 900 | $205.1K | 0.01% | +900 | New |
| Venture Visionary Partners LLC | 909 | $207.2K | 0.01% | +909 | New |
| Crawford Investment Counsel Inc | 924 | $210.6K | 0.00% | +924 | New |
| Apollon Wealth Management, LLC | 925 | $210.8K | 0.00% | +925 | New |
| Berkshire Asset Management LLC | 963 | $212.5K | 0.01% | +963 | New |
| Allworth Financial LP | 1,020 | $213.1K | 0.00% | +409+66.9% | Added |
| Jefferies Financial Group Inc. | 943 | $214.9K | 0.00% | +943 | New |
| TFR Capital, LLC. | 946 | $215.6K | 0.09% | +946 | New |
| GoalVest Advisory LLC | 950 | $216.5K | 0.06% | 00.0% | Unchanged |
| Ewa, LLC | 952 | $217.0K | 0.08% | +952 | New |
| Wealthfront Advisers LLC | 961 | $219.0K | 0.00% | +961 | New |
| Shilanski & Associates, Inc. | 963 | $219.5K | 0.07% | +963 | New |
| Allium Financial Advisors, LLC | 964 | $219.7K | 0.20% | +964 | New |
| Bryn Mawr Trust Co | 969 | $220.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 970 | $221.1K | 0.01% | −5,694−85.4% | Reduced |
| Versant Capital Management, Inc | 971 | $221.3K | 0.04% | +953+5,294.4% | Added |
| Montag A & Associates Inc | 979 | $223.1K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 982 | $223.8K | 0.00% | +982 | New |
| Alliance Wealth Advisors, LLC | 991 | $225.9K | 0.13% | +991 | New |
| Harbor Investment Advisory, LLC | 992 | $226.1K | 0.02% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 993 | $226.3K | 0.09% | +993 | New |
| Raiffeisen Bank International AG | 996 | $227.5K | 0.00% | −59−5.6% | Reduced |
| Financial Advisory Service, Inc. | 1,000 | $227.9K | 0.02% | +1,000 | New |
| Core Wealth Partners LLC | 1,000 | $227.9K | 0.13% | +1,000 | New |
| Gratus Wealth Advisors, LLC | 1,000 | $227.9K | 0.04% | +1,000 | New |
| Knightsbridge Asset Management, LLC | 1,001 | $228.1K | 0.06% | +1,001 | New |
| Prospera Financial Services Inc | 1,002 | $228.4K | 0.01% | +1,002 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,012 | $230.7K | 0.01% | +1,012 | New |
| Carnegie Capital Asset Management, LLC | 1,054 | $231.1K | 0.01% | +1,054 | New |
| Aspiring Ventures, LLC | 1,050 | $231.9K | 0.13% | +1,050 | New |
| Csenge Advisory Group | 1,083 | $232.8K | 0.01% | −307−22.1% | Reduced |
| Agf Management Ltd | 1,039 | $236.8K | 0.00% | +1,039 | New |
| Moment Partners, LLC | 1,040 | $237.0K | 0.05% | +1,040 | New |
