| Bank of Jackson Hole Trust | 50 | $14.1K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 51 | $14.4K | 0.00% | +51 | New |
| Golden State Wealth Management, LLC | 52 | $14.7K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 53 | $15.0K | 0.00% | +6+12.8% | Added |
| Signature Resources Capital Management, LLC | 55 | $15.5K | 0.01% | +21+61.8% | Added |
| Manning & Napier Advisors LLC | 61 | $16.4K | 0.00% | +25+69.4% | Added |
| Country Trust Bank | 59 | $16.7K | 0.00% | +59 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 60 | $16.9K | 0.01% | +60 | New |
| Golden State Equity Partners | 62 | $17.5K | 0.00% | +62 | New |
| MV Capital Management, Inc. | 62 | $17.5K | 0.00% | +3+5.1% | Added |
| Swiss Re Ltd | 63 | $17.8K | 0.11% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 63 | $17.8K | 0.00% | +63 | New |
| Wolff Wiese Magana LLC | 63 | $17.8K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 65 | $18.4K | 0.01% | −1,430−95.7% | Reduced |
| Quaker Wealth Management, LLC | 65 | $18.4K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 64 | $18.6K | 0.01% | +32+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 66 | $18.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 66 | $18.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $18.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $18.9K | 0.00% | −23−25.6% | Reduced |
| UMA Financial Services, Inc. | 67 | $18.9K | 0.00% | +2+3.1% | Added |
| Aviso Financial Inc. | 69 | $19.5K | 0.00% | +18+35.3% | Added |
| AdvisorNet Financial, Inc | 70 | $19.8K | 0.00% | +1+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 70 | $19.9K | 0.00% | +49+233.3% | Added |
| Indiana Trust & Investment Management CO | 72 | $20.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 75 | $21.2K | 0.00% | +70+1,400.0% | Added |
| TD Waterhouse Canada Inc. | 75 | $21.7K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 77 | $21.7K | 0.01% | +77 | New |
| Fortitude Family Office, LLC | 78 | $22.0K | 0.00% | +39+100.0% | Added |
| Sunbelt Securities, Inc. | 79 | $22.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 80 | $22.6K | 0.01% | +80 | New |
| Synergy Investment Management, LLC | 80 | $22.6K | 0.01% | +80 | New |
| Smallwood Wealth Investment Management, LLC | 81 | $22.9K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 83 | $23.4K | 0.01% | +83 | New |
| IMG Wealth Management, Inc. | 84 | $23.7K | 0.02% | +62+281.8% | Added |
| Manchester Capital Management LLC | 84 | $23.7K | 0.00% | −16−16.0% | Reduced |
| Virtus ETF Advisers LLC | 85 | $24.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 86 | $24.3K | 0.01% | +35+68.6% | Added |
| Kerr Financial Planning Corp | 75 | $24.7K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 88 | $24.8K | 0.02% | +74+528.6% | Added |
| Raelipskie Partnership | 93 | $26.3K | 0.01% | +93 | New |
| Capula Management Ltd | 94 | $26.5K | 0.00% | +94 | New |
| Napier Financial, LLC | 94 | $26.5K | 0.01% | +94 | New |
| Abound Financial, LLC | 98 | $27.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 99 | $28.0K | 0.02% | +3+3.1% | Added |
| Eastern Bank | 100 | $28.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $28.2K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 100 | $28.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 101 | $28.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $28.8K | 0.00% | +102 | New |
| Raffa Wealth Management, LLC | 104 | $29.4K | 0.00% | +1+1.0% | Added |
| Salomon & Ludwin, LLC | 101 | $29.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 107 | $30.2K | 0.00% | +26+32.1% | Added |
| TIAA Wealth Investment Management LLC | 108 | $30.5K | 0.00% | +108 | New |
| Hillsdale Investment Management Inc. | 110 | $31.1K | 0.00% | −5,700−98.1% | Reduced |
| CoreCap Advisors, LLC | 113 | $31.9K | 0.00% | +6+5.6% | Added |
| Prosperity Bancshares Inc | 114 | $32.2K | 0.03% | −1−0.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 114 | $32.2K | 0.01% | +18+18.8% | Added |
| Private Wealth Management Group, LLC | 116 | $32.8K | 0.01% | +5+4.5% | Added |
| Covestor Ltd | 115 | $33.0K | 0.02% | −36−23.8% | Reduced |
| St Germain D J Co Inc | 118 | $33.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 121 | $34.0K | 0.00% | +23+23.5% | Added |
| JFS Wealth Advisors, LLC | 121 | $34.2K | 0.00% | +33+37.5% | Added |
| Center for Financial Planning, Inc. | 123 | $34.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 124 | $35.0K | 0.01% | −1−0.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 125 | $35.3K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 126 | $35.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 132 | $37.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 132 | $37.3K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 133 | $37.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 134 | $37.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $38.0K | 0.00% | +54+66.7% | Added |
| Your Advocates Ltd., LLP | 140 | $39.5K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 142 | $40.0K | 0.01% | +142 | New |
| Cornerstone Planning Group LLC | 113 | $40.2K | 0.01% | +30+36.1% | Added |
| Rakuten Securities, Inc. | 144 | $40.7K | 0.02% | +82+132.3% | Added |
| Geneos Wealth Management Inc. | 146 | $41.2K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 152 | $42.9K | 0.01% | +152 | New |
| GW&K Investment Management, LLC | 151 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 154 | $43.5K | 0.00% | +31+25.2% | Added |
| Oslo Pensjonsforsikring AS | 155 | $43.8K | 0.01% | +155 | New |
| Farmers & Merchants Investments Inc | 169 | $47.7K | 0.00% | +53+45.7% | Added |
| Financial Management Professionals, Inc. | 170 | $48.0K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 175 | $49.4K | 0.03% | −46−20.8% | Reduced |
| Zions Bancorporation, National Association | 177 | $50.0K | 0.00% | −338−65.6% | Reduced |
| CVA Family Office, LLC | 180 | $50.8K | 0.01% | +133+283.0% | Added |
| Addison Advisors LLC | 180 | $50.8K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 183 | $51.7K | 0.03% | +183 | New |
| Aster Capital Management (DIFC) Ltd | 354 | $53.0K | 0.02% | +354 | New |
| Cornerstone National Bank & Trust Co | 187 | $54.2K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 200 | $56.5K | 0.03% | +200 | New |
| Global Assets Advisory, LLC | 800 | $56.7K | 0.02% | +800 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $57.3K | 0.00% | +2+1.2% | Added |
| JNBA Financial Advisors | 206 | $58.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 210 | $59.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 212 | $59.9K | 0.00% | +212 | New |
| WPG Advisers, LLC | 219 | $61.8K | 0.05% | +31+16.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 222 | $62.7K | 0.01% | +29+15.0% | Added |
| LRI Investments, LLC | 228 | $64.4K | 0.01% | +148+185.0% | Added |
| Costello Asset Management, INC | 240 | $67.8K | 0.02% | 00.0% | Unchanged |
