| Quadrant Capital Group LLC | 351 | $134.5K | 0.01% | +23+7.0% | Added |
| Cypress Capital, LLC | 361 | $138.3K | 0.04% | +361 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 376 | $144.1K | 0.04% | +376 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 378 | $144.7K | 0.01% | −200−34.6% | Reduced |
| Register Financial Advisors LLC | 395 | $151.4K | 0.08% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $153.3K | 0.01% | −3−0.7% | Reduced |
| Trifecta Capital Advisors, LLC | 400 | $153.3K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 401 | $153.7K | 0.02% | +1+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 404 | $154.8K | 0.03% | +7+1.8% | Added |
| Gen-Wealth Partners Inc | 405 | $155.2K | 0.07% | −530−56.7% | Reduced |
| PrairieView Partners, LLC | 412 | $157.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 410 | $157.1K | 0.01% | +343+511.9% | Added |
| Tobam | 426 | $163.0K | 0.03% | −527−55.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 431 | $165.0K | 0.00% | −783−64.5% | Reduced |
| Montag A & Associates Inc | 432 | $165.5K | 0.01% | +122+39.4% | Added |
| Coppell Advisory Solutions LLC | 433 | $165.9K | 0.03% | +433 | New |
| JFS Wealth Advisors, LLC | 438 | $167.8K | 0.01% | −27−5.8% | Reduced |
| Versant Capital Management, Inc | 457 | $175.1K | 0.04% | −87−16.0% | Reduced |
| Quarry LP | 465 | $178.2K | 0.07% | +341+275.0% | Added |
| Smartleaf Asset Management LLC | 464 | $179.7K | 0.03% | +183+65.1% | Added |
| Covestor Ltd | 470 | $180.0K | 0.12% | +4+0.9% | Added |
| First Community Trust NA | 474 | $181.6K | 0.16% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $184.5K | 0.00% | +500 | New |
| Glen Eagle Advisors, LLC | 497 | $190.4K | 0.03% | +164+49.2% | Added |
| Key Financial Inc | 500 | $191.6K | 0.05% | −50−9.1% | Reduced |
| Baldwin Brothers Inc | 504 | $193.1K | 0.02% | +4+0.8% | Added |
| West Branch Capital LLC | 512 | $196.2K | 0.07% | +500+4,166.7% | Added |
| Proficio Capital Partners LLC | 525 | $201.2K | 0.02% | +525 | New |
| ASB Consultores, LLC | 526 | $201.6K | 0.07% | +526 | New |
| Oxford Wealth Group, LLC | 527 | $201.9K | 0.14% | +527 | New |
| Jeppson Wealth Management, LLC | 532 | $203.9K | 0.08% | +532 | New |
| Colonial Trust Co | 534 | $204.7K | 0.04% | +282+111.9% | Added |
| Asset Dedication, LLC | 535 | $205.0K | 0.01% | +373+230.2% | Added |
| Checchi Capital Advisers, LLC | 536 | $205.4K | 0.02% | +536 | New |
| Alera Investment Advisors, LLC | 536 | $205.4K | 0.02% | +536 | New |
| First Citizens Bank & Trust Co | 541 | $207.3K | 0.00% | +541 | New |
| Riverwater Partners LLC | 543 | $208.1K | 0.15% | +543 | New |
| Wolf Group Capital Advisors | 544 | $208.5K | 0.08% | +544 | New |
| Fidelis Capital Partners, LLC | 905 | $208.8K | 0.03% | +905 | New |
| Graypoint LLC | 547 | $209.6K | 0.01% | +547 | New |
| M Holdings Securities, Inc. | 547 | $210.0K | 0.03% | +547 | New |
| Fountainhead AM, LLC | 549 | $210.4K | 0.05% | +549 | New |
| High Net Worth Advisory Group LLC | 550 | $210.8K | 0.06% | +550 | New |
| Morris Retirement Advisors, LLC | 551 | $211.3K | 0.12% | −1,401−71.8% | Reduced |
| OneAscent Financial Services LLC | 554 | $212.0K | 0.03% | −427−43.5% | Reduced |
| Old Mission Capital LLC | 556 | $213.1K | 0.01% | +556 | New |
| Bedell Frazier Investment Counseling, LLC | 557 | $213.4K | 0.05% | +557 | New |
| Menlo Advisors LLC | 561 | $214.0K | 0.12% | +561 | New |
| Marest Capital, LLC | 559 | $214.2K | 0.19% | +559 | New |
| Eagle Wealth Strategies LLC | 563 | $215.7K | 0.17% | −432−43.4% | Reduced |
| Fortis Capital Management LLC | 565 | $216.5K | 0.05% | +565 | New |
| Claret Asset Management Corp | 567 | $217.0K | 0.04% | −438−43.6% | Reduced |
| Nilsine Partners, LLC | 567 | $217.3K | 0.03% | +567 | New |
| Catalyst Financial Partners LLC | 569 | $218.0K | 0.05% | +569 | New |
| Sax Wealth Advisors, LLC | 571 | $218.8K | 0.02% | +571 | New |
| Goldstone Financial Group, LLC | 571 | $218.8K | 0.04% | +571 | New |
| Lombard Odier Asset Management (USA) Corp | 572 | $219.2K | 0.08% | −1,392−70.9% | Reduced |
| Financial Partners Group, LLC | 572 | $219.2K | 0.09% | +572 | New |
| Invst, LLC | 561 | $220.0K | 0.02% | +561 | New |
| Shelton Wealth Management, LLC | 575 | $220.3K | 0.13% | −62−9.7% | Reduced |
| Opes Wealth Management LLC | 580 | $222.3K | 0.05% | +580 | New |
| LifeSteps Financial, Inc. | 581 | $222.6K | 0.18% | +208+55.8% | Added |
| Geneva Partners, LLC | 585 | $224.2K | 0.09% | +585 | New |
| Paradigm Financial Partners, LLC | 585 | $224.2K | 0.03% | +585 | New |
| Coyle Financial Counsel LLC | 700 | $224.4K | 0.08% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 586 | $224.5K | 0.04% | −59,809−99.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 586 | $224.5K | 0.13% | +80+15.8% | Added |
| BCJ Capital Management, LLC | 586 | $224.5K | 0.02% | +586 | New |
| Essex Financial Services, Inc. | 935 | $224.7K | 0.02% | +236+33.8% | Added |
| Trust Investment Advisors | 588 | $225.4K | 0.14% | +588 | New |
| Paragon Private Wealth Management, LLC | 589 | $225.7K | 0.13% | +589 | New |
| Gateway Investment Advisers LLC | 590 | $226.1K | 0.00% | +590 | New |
| Transcend Wealth Collective, LLC | 597 | $228.8K | 0.02% | +597 | New |
| Tidemark, LLC | 597 | $228.8K | 0.11% | +43+7.8% | Added |
| MJP Associates Inc | 598 | $229.1K | 0.05% | +598 | New |
| Halbert Hargrove Global Advisors, LLC | 600 | $229.9K | 0.01% | +600 | New |
| Atlas Private Wealth Advisors | 600 | $229.9K | 0.04% | +600 | New |
| LRI Investments, LLC | 601 | $230.5K | 0.03% | +601 | New |
| Westmount Partners, LLC | 588 | $230.6K | 0.08% | +588 | New |
| AAFMAA Wealth Management & Trust LLC | 602 | $230.7K | 0.11% | +602 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 602 | $230.7K | 0.01% | +602 | New |
| Leeward Financial Partners, LLC | 603 | $231.1K | 0.09% | +603 | New |
| Pinnacle Financial Partners Inc | 607 | $232.6K | 0.00% | −462−43.2% | Reduced |
| Smithfield Trust Co | 611 | $233.0K | 0.01% | −27−4.2% | Reduced |
| Fort Point Capital Partners LLC | 612 | $234.5K | 0.03% | +612 | New |
| Brand Asset Management Group, Inc. | 612 | $234.5K | 0.10% | +612 | New |
| Schonfeld Strategic Advisors LLC | 613 | $234.9K | 0.00% | −41,604−98.5% | Reduced |
| Quadcap Wealth Management, LLC | 613 | $234.9K | 0.04% | +613 | New |
| LJI Wealth Management, LLC | 614 | $235.3K | 0.05% | +614 | New |
| Lakeview Capital Partners, LLC | 735 | $235.6K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 615 | $235.7K | 0.16% | +615 | New |
| Bogart Wealth, LLC | 620 | $237.6K | 0.01% | −56−8.3% | Reduced |
| Choate Investment Advisors | 621 | $238.0K | 0.01% | −221−26.2% | Reduced |
| Gateway Wealth Partners, LLC | 623 | $238.7K | 0.07% | +623 | New |
| Johnson Investment Counsel Inc | 624 | $239.1K | 0.00% | +624 | New |
| New Insight Wealth Advisors | 627 | $240.3K | 0.14% | +627 | New |
| ERn Financial, LLC | 630 | $241.4K | 0.04% | −19−2.9% | Reduced |
| MN Wealth Advisors, LLC | 631 | $241.8K | 0.14% | +631 | New |
| Oxford Financial Group Ltd | 633 | $242.6K | 0.02% | +633 | New |
| Savvy Advisors, Inc. | 634 | $242.9K | 0.08% | +634 | New |
