| Onefund, LLC | 901 | $234.6K | 0.13% | +6+0.7% | Added |
| Corundum Group, Inc. | 898 | $233.8K | 0.07% | +898 | New |
| Twelve Points Wealth Management LLC | 897 | $233.5K | 0.05% | +897 | New |
| Fisher Asset Management, LLC | 895 | $233.2K | 0.00% | +895 | New |
| Twin Peaks Wealth Advisors, LLC | 894 | $232.7K | 0.05% | −16−1.8% | Reduced |
| Financial Consulate, Inc | 893 | $232.5K | 0.03% | +691+342.1% | Added |
| Cordoba Advisory Partners LLC | 892 | $232.2K | 0.05% | +892 | New |
| Gryphon Financial Partners LLC | 891 | $232.0K | 0.02% | +891 | New |
| LVW Advisors, LLC | 890 | $231.7K | 0.02% | +890 | New |
| Corient IA LLC | 890 | $231.7K | 0.21% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 890 | $231.7K | 0.04% | +890 | New |
| Quantbot Technologies LP | 885 | $230.4K | 0.01% | +885 | New |
| Checchi Capital Advisers, LLC | 884 | $230.2K | 0.01% | +884 | New |
| Symmetry Peak Management LLC | 875 | $227.8K | 4.98% | +875 | New |
| Williams Jones Wealth Management, LLC. | 875 | $227.8K | 0.00% | +875 | New |
| Kestra Investment Management, LLC | 874 | $227.6K | 0.00% | +874 | New |
| Focused Wealth Management, Inc | 871 | $226.8K | 0.02% | +871 | New |
| Tower Wealth Partners, Inc. | 870 | $226.5K | 0.11% | +870 | New |
| Modern Wealth Management, LLC | 865 | $225.2K | 0.00% | +865 | New |
| St. Louis Trust Co | 1,621 | $224.0K | 0.06% | −1,631−50.2% | Reduced |
| Close Asset Management Ltd | 861 | $224.0K | 0.01% | −50−5.5% | Reduced |
| Range Advisory, LLC | 860 | $223.9K | 0.03% | +860 | New |
| Symphony Financial, Ltd. Co. | 884 | $223.3K | 0.02% | +884 | New |
| Daymark Wealth Partners, LLC | 857 | $223.1K | 0.01% | +857 | New |
| Natural Investments, LLC | 858 | $223.0K | 0.05% | +858 | New |
| Kathmere Capital Management, LLC | 854 | $222.3K | 0.01% | +854 | New |
| Kaufman Rossin Wealth, LLC | 824 | $221.7K | 0.11% | +824 | New |
| Osbon Capital Management LLC | 849 | $221.3K | 0.17% | −1−0.1% | Reduced |
| NorthRock Partners, LLC | 846 | $220.3K | 0.00% | +846 | New |
| Old National Bancorp | 844 | $219.7K | 0.00% | +844 | New |
| Cromwell Holdings LLC | 842 | $219.2K | 0.10% | −290−25.6% | Reduced |
| McAdam, LLC | 839 | $218.5K | 0.01% | +839 | New |
| IHT Wealth Management, LLC | 837 | $217.9K | 0.00% | +837 | New |
| Triad Wealth Partners, LLC | 796 | $217.8K | 0.01% | +796 | New |
| Genesee Capital Advisors, LLC | 833 | $216.9K | 0.07% | +833 | New |
| Americana Partners, LLC | 833 | $216.9K | 0.00% | +833 | New |
| Ahara Advisors LLC | 821 | $213.8K | 0.14% | +821 | New |
| International Assets Investment Management, LLC | 794 | $210.0K | 0.01% | +794 | New |
| Meridian Wealth Management, LLC | 803 | $209.1K | 0.01% | +803 | New |
| Weatherly Asset Management L. P. | 799 | $208.1K | 0.01% | +799 | New |
| Pure Financial Advisors, Inc. | 796 | $207.2K | 0.00% | +796 | New |
| Sovereign Financial Group, Inc. | 794 | $206.7K | 0.03% | +794 | New |
| Regent Peak Wealth Advisors LLC | 793 | $206.5K | 0.04% | +793 | New |
| Lineweaver Wealth Advisors, LLC | 792 | $206.2K | 0.02% | +792 | New |
| Main Street Research LLC | 791 | $205.9K | 0.01% | +791 | New |
| Snowwater Investment Partners, LLC | 784 | $204.1K | 0.14% | +784 | New |
| 3Chopt Investment Partners, LLC | 783 | $203.9K | 0.04% | +783 | New |
| Murphy & Mullick Capital Management Corp | 777 | $202.3K | 0.13% | −227−22.6% | Reduced |
| Bank of Hawaii | 770 | $200.5K | 0.01% | +770 | New |
| Swiss Re Ltd | 758 | $197.4K | 0.02% | +696+1,122.6% | Added |
| GW&K Investment Management, LLC | 737 | $192.0K | 0.00% | +97+15.2% | Added |
| Park Place Capital Corp | 712 | $185.4K | 0.03% | −83−10.4% | Reduced |
| Essential Partners LLC | 683 | $177.8K | 0.08% | −5,063−88.1% | Reduced |
| N.E.W. Advisory Services LLC | 650 | $169.2K | 0.01% | −200−23.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 649 | $169.0K | 0.03% | +649 | New |
| Silver Oak Securities, Inc | 648 | $168.7K | 0.01% | +648 | New |
| Basecamp Wealth Advisors LLC | 642 | $167.2K | 0.03% | +66+11.5% | Added |
| Clearstead Advisors, LLC | 632 | $164.5K | 0.00% | +479+313.1% | Added |
| Mather Group, LLC. | 630 | $164.1K | 0.00% | −281−30.8% | Reduced |
| Anchor Investment Management, LLC | 610 | $158.8K | 0.01% | +405+197.6% | Added |
| Aster Capital Management (DIFC) Ltd | 606 | $157.8K | 0.03% | +515+565.9% | Added |
| Ulland Investment Advisors, LLC | 600 | $156.0K | 0.12% | −250−29.4% | Reduced |
| Roxbury Financial LLC | 590 | $153.6K | 0.12% | +5+0.9% | Added |
| Aventura Private Wealth, LLC | 580 | $151.1K | 0.05% | +31+5.6% | Added |
| Rossby Financial, LCC | 553 | $144.0K | 0.03% | +116+26.5% | Added |
| Global Trust Asset Management, LLC | 506 | $131.8K | 0.04% | +5+1.0% | Added |
| Hills Bank & Trust Co | 500 | $130.2K | 0.01% | +500 | New |
| First Horizon Corp | 494 | $128.6K | 0.00% | −2−0.4% | Reduced |
| American Capital Advisory, LLC | 481 | $125.2K | 0.05% | +470+4,272.7% | Added |
| First Command Advisory Services, Inc. | 457 | $119.0K | 0.00% | +318+228.8% | Added |
| Alpine Bank Wealth Management | 455 | $118.5K | 0.02% | +455 | New |
| WPG Advisers, LLC | 451 | $117.4K | 0.07% | +3+0.7% | Added |
| Adirondack Trust Co | 425 | $110.6K | 0.03% | 00.0% | Unchanged |
| OV Management LLC | 423 | $110.1K | 0.21% | −3−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 369 | $96.1K | 0.00% | −270−42.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 334 | $87.0K | 0.01% | −48−12.6% | Reduced |
| HHM Wealth Advisors, LLC | 328 | $85.4K | 0.01% | +328 | New |
| Spire Wealth Management | 316 | $82.3K | 0.00% | −126−28.5% | Reduced |
| True Wealth Design, LLC | 315 | $82.0K | 0.02% | −190−37.6% | Reduced |
| Compass Financial Management LLC | 281 | $80.8K | 0.01% | +281 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 310 | $80.7K | 0.00% | +310 | New |
| Ancora Advisors, LLC | 307 | $79.9K | 0.00% | +94+44.1% | Added |
| Costello Asset Management, INC | 300 | $78.1K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 295 | $76.8K | 0.06% | +295 | New |
| Ogorek Anthony Joseph | 293 | $76.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 291 | $75.8K | 0.01% | +1+0.3% | Added |
| UMA Financial Services, Inc. | 290 | $75.4K | 0.01% | +65+28.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 279 | $72.6K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 275 | $71.6K | 0.02% | −15−5.2% | Reduced |
| Cornerstone Planning Group LLC | 282 | $69.3K | 0.01% | +14+5.2% | Added |
| Central Trust Co | 260 | $67.7K | 0.00% | +3+1.2% | Added |
| Banque Transatlantique SA | 500 | $66.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 250 | $65.1K | 0.00% | +92+58.2% | Added |
| Fortitude Family Office, LLC | 241 | $62.7K | 0.01% | +103+74.6% | Added |
| Mosley Wealth Management | 225 | $58.6K | 0.02% | +148+192.2% | Added |
| Keating Financial Advisory Services, Inc. | 218 | $56.8K | 0.01% | +46+26.7% | Added |
| Capital Advisor Network LLC | 205 | $53.4K | 0.07% | +205 | New |
| Continuum Advisory, LLC | 203 | $52.9K | 0.00% | +203 | New |
| Johnson Financial Group, Inc. | 200 | $52.1K | 0.00% | −6−2.9% | Reduced |
| 1 North Wealth Services LLC | 200 | $52.1K | 0.02% | 00.0% | Unchanged |
