| Plante Moran Financial Advisors, LLC | 152 | $75.0K | 0.02% | −963−86.4% | Reduced |
| Catalyst Capital Advisors LLC | 168 | $82.0K | 0.00% | +6+3.7% | Added |
| Proequities, Inc. | 172 | $84.0K | 0.01% | −18−9.5% | Reduced |
| Strategic Blueprint, LLC | 181 | $89.0K | 0.01% | +181 | New |
| Concord Wealth Partners | 185 | $91.0K | 0.03% | +16+9.5% | Added |
| GPS Wealth Strategies Group, LLC | 190 | $93.0K | 0.02% | +1+0.5% | Added |
| Hillsdale Investment Management Inc. | 190 | $93.0K | 0.01% | +5+2.7% | Added |
| Sutton Wealth Advisors Inc. | 190 | $93.1K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 192 | $94.0K | 0.02% | −17−8.1% | Reduced |
| Versant Capital Management, Inc | 193 | $95.0K | 0.04% | −6−3.0% | Reduced |
| Birch Capital Management, LLC | 197 | $97.0K | 0.07% | 00.0% | Unchanged |
| Newfound Research LLC | 199 | $98.0K | 0.19% | −5−2.5% | Reduced |
| Truehand, Inc | 200 | $98.0K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 205 | $100.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $100.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 204 | $100.0K | 0.00% | +19+10.3% | Added |
| Glassman Wealth Services | 206 | $101.0K | 0.02% | +18+9.6% | Added |
| Toth Financial Advisory Corp | 205 | $101.0K | 0.02% | +205 | New |
| Jones Financial Companies LLLP | 218 | $107.0K | 0.00% | +41+23.2% | Added |
| Delta Asset Management LLC | 228 | $112.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 228 | $112.0K | 0.05% | +30+15.2% | Added |
| Altshuler Shaham Ltd | 237 | $116.0K | 0.00% | +75+46.3% | Added |
| Hexagon Capital Partners LLC | 238 | $117.0K | 0.03% | +3+1.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 250 | $123.0K | 0.06% | −200−44.4% | Reduced |
| Global Retirement Partners, LLC | 253 | $124.0K | 0.01% | +21+9.1% | Added |
| Dark Forest Capital Management LP | 257 | $126.0K | 0.05% | +257 | New |
| Corsicana & Co. | 265 | $130.0K | 0.08% | +265 | New |
| Heritage Wealth Advisors | 268 | $131.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 274 | $134.0K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 279 | $137.0K | 0.08% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 287 | $141.0K | 0.11% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $142.0K | 0.06% | +24+9.0% | Added |
| Massmutual Trust Co FSB | 289 | $142.0K | 0.01% | +86+42.4% | Added |
| KB Financial Partners, LLC | 292 | $143.0K | 0.05% | −69−19.1% | Reduced |
| Reilly Financial Advisors, LLC | 299 | $146.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 295 | $156.0K | 0.03% | +6+2.1% | Added |
| Sage Private Wealth Group, LLC | 332 | $163.0K | 0.22% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 343 | $168.0K | 0.09% | +113+49.1% | Added |
| BerganKDV Wealth Management, LLC | 349 | $171.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 356 | $175.0K | 0.05% | +158+79.8% | Added |
| Howe & Rusling Inc | 360 | $176.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 373 | $183.0K | 0.02% | +69+22.7% | Added |
| First Personal Financial Services | 375 | $184.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 376 | $184.0K | 0.05% | +121+47.5% | Added |
| Carroll Financial Associates, Inc. | 379 | $185.0K | 0.01% | −383−50.3% | Reduced |
| Arkadios Wealth Advisors | 386 | $189.0K | 0.02% | −235−37.8% | Reduced |
| Atticus Wealth Management, LLC | 398 | $195.0K | 0.08% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 397 | $195.0K | 0.04% | +11+2.8% | Added |
| Fortis Advisors, LLC | 400 | $196.0K | 0.11% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 400 | $196.0K | 0.03% | +400 | New |
| Harbour Investments, Inc. | 403 | $198.0K | 0.01% | +27+7.2% | Added |
| Legacy Wealth Planning, LLC | 409 | $200.0K | 0.23% | +409 | New |
| Aaron Wealth Advisors | 409 | $200.0K | 0.07% | +409 | New |
| Parkside Financial Bank & Trust | 410 | $201.0K | 0.06% | +7+1.7% | Added |
| Linscomb & Williams, Inc. | 410 | $201.0K | 0.01% | +410 | New |
| Lunia Capital LP | 411 | $201.0K | 6.18% | +411 | New |
| Carret Asset Management, LLC | 413 | $202.0K | 0.02% | +413 | New |
| Caxton Associates LP | 413 | $202.0K | 0.03% | +413 | New |
| Sunflower Bank, N.A. | 423 | $207.0K | 0.03% | +423 | New |
| Johnson Financial Group, Inc. | 424 | $208.0K | 0.01% | −44−9.4% | Reduced |
| Assetmark, Inc | 426 | $209.0K | 0.00% | +19+4.7% | Added |
| Cable Hill Partners, LLC | 431 | $211.0K | 0.05% | +431 | New |
| High Falls Advisors, Inc | 432 | $212.0K | 0.06% | +432 | New |
| Retirement Capital Strategies | 434 | $213.0K | 0.08% | +434 | New |
| Deseret Mutual Benefit Administrators | 435 | $213.0K | 0.05% | +435 | New |
| Gradient Capital Advisors, LLC | 438 | $215.0K | 0.10% | +438 | New |
| Legacy Financial Advisors, Inc. | 439 | $215.0K | 0.05% | +439 | New |
| Blueprint Investment Partners LLC | 441 | $216.0K | 0.17% | +441 | New |
| Allegiant Private Advisors, LLC | 440 | $216.0K | 0.03% | +440 | New |
| Rosenberg Matthew Hamilton | 442 | $217.0K | 0.11% | +15+3.5% | Added |
| IHT Wealth Management, LLC | 442 | $217.0K | 0.01% | +442 | New |
| Mizuho Securities USA LLC | 448 | $220.0K | 0.02% | +448 | New |
| Convergence Investment Partners, LLC | 450 | $221.0K | 0.10% | −133−22.8% | Reduced |
| Financial Advisors Network, Inc. | 450 | $221.0K | 0.07% | +450 | New |
| Brookstone Capital Management | 440 | $223.0K | 0.00% | +440 | New |
| Ameritas Investment Company, LLC | 434 | $224.0K | 0.01% | +381+718.9% | Added |
| Summit Financial Group Inc | 457 | $224.0K | 0.08% | +457 | New |
| Fort Sheridan Advisors LLC | 457 | $224.0K | 0.07% | +457 | New |
| Stansberry Asset Management, LLC | 458 | $224.0K | 0.05% | +458 | New |
| Grimes & Company, Inc. | 460 | $225.0K | 0.01% | +460 | New |
| Palisade Asset Management, LLC | 460 | $225.0K | 0.03% | +460 | New |
| Rehmann Capital Advisory Group | 444 | $225.3K | 0.02% | +444 | New |
| Bickling Financial Services, Inc. | 464 | $227.0K | 0.10% | +464 | New |
| Sandy Spring Bank | 466 | $228.0K | 0.01% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 474 | $232.0K | 0.00% | −13,087−96.5% | Reduced |
| Qci Asset Management Inc | 474 | $232.0K | 0.01% | +474 | New |
| Pittenger & Anderson Inc | 475 | $233.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 475 | $233.0K | 0.06% | +475 | New |
| Maryland Capital Management | 481 | $236.0K | 0.01% | +481 | New |
| Clear Harbor Asset Management, LLC | 483 | $237.0K | 0.03% | +483 | New |
| Tiedemann Advisors, LLC | 489 | $238.0K | 0.01% | −52−9.6% | Reduced |
| Wealth Architects, LLC | 486 | $238.0K | 0.05% | +486 | New |
| Tranquility Partners, LLC | 488 | $239.0K | 0.13% | +488 | New |
| State of Wyoming | 489 | $240.0K | 0.15% | +122+33.2% | Added |
| Associated Banc-Corp | 493 | $242.0K | 0.01% | +493 | New |
| Venture Visionary Partners LLC | 495 | $242.0K | 0.02% | +495 | New |
| Sandhill Capital Partners LLC | 497 | $244.0K | 0.02% | +497 | New |
| Guyasuta Investment Advisors Inc | 500 | $245.0K | 0.02% | +500 | New |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $245.0K | 0.01% | +500 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 500 | $245.0K | 0.05% | +500 | New |
