| Rossby Financial, LCC | 237 | $68.7K | 0.01% | +191+415.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 245 | $69.2K | 0.01% | −70−22.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 248 | $70.0K | 0.01% | +248 | New |
| Westfuller Advisors, LLC | 261 | $73.7K | 0.03% | +14+5.7% | Added |
| Caitong International Asset Management Co., Ltd | 262 | $74.0K | 0.01% | +262 | New |
| IFP Advisors, Inc | 263 | $74.3K | 0.00% | +11+4.4% | Added |
| True Wealth Design, LLC | 263 | $74.3K | 0.02% | +68+34.9% | Added |
| Park Place Capital Corp | 267 | $75.4K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 282 | $79.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 300 | $84.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 305 | $86.1K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 305 | $86.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 310 | $87.5K | 0.01% | −26−7.7% | Reduced |
| Essential Partners LLC | 323 | $91.2K | 0.03% | +40+14.1% | Added |
| Plante Moran Financial Advisors, LLC | 325 | $91.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $93.2K | 0.03% | −60−15.4% | Reduced |
| Pacific Center for Financial Services | 331 | $93.5K | 0.02% | −10−2.9% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 350 | $98.8K | 0.04% | +350 | New |
| Deseret Mutual Benefit Administrators | 354 | $100.0K | 0.03% | +172+94.5% | Added |
| Quent Capital, LLC | 365 | $103.1K | 0.01% | +41+12.7% | Added |
| Cedar Mountain Advisors, LLC | 375 | $105.9K | 0.02% | +375 | New |
| Walleye Capital LLC | 377 | $106.5K | 0.00% | −57,132−99.3% | Reduced |
| CNB Bank | 380 | $107.3K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 380 | $107.3K | 0.00% | +2+0.5% | Added |
| Private Wealth Asset Management, LLC | 429 | $121.1K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 431 | $121.7K | 0.03% | +16+3.9% | Added |
| Pinnacle Bancorp, Inc. | 433 | $122.3K | 0.04% | −253−36.9% | Reduced |
| Financial Freedom, LLC | 459 | $129.6K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 465 | $131.3K | 0.01% | +213+84.5% | Added |
| Cache Advisors, LLC | 468 | $132.1K | 0.02% | +468 | New |
| International Assets Investment Management, LLC | 458 | $132.7K | 0.01% | −69−13.1% | Reduced |
| Onefund, LLC | 473 | $137.0K | 0.09% | −32−6.3% | Reduced |
| Bayforest Capital Ltd | 487 | $137.5K | 0.15% | +487 | New |
| HM Payson & Co | 490 | $138.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 501 | $141.5K | 0.01% | −12−2.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 502 | $141.8K | 0.01% | +502 | New |
| Atlantic Edge Private Wealth Management, LLC | 514 | $145.1K | 0.04% | +257+100.0% | Added |
| Cromwell Holdings LLC | 521 | $147.1K | 0.08% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 563 | $159.0K | 0.01% | +318+129.8% | Added |
| Freestone Grove Partners LP | 592 | $167.2K | 0.00% | +592 | New |
| Lodestone Wealth Management LLC | 593 | $167.4K | 0.07% | −112−15.9% | Reduced |
| EFG International AG | 601 | $169.7K | 0.00% | −1,426−70.4% | Reduced |
| Banque Transatlantique SA | 655 | $189.0K | 0.00% | −35−5.1% | Reduced |
| Intentional Wealth Strategies, LLC | 674 | $190.3K | 0.18% | +674 | New |
| Avalon Trust Co | 700 | $197.7K | 0.01% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 710 | $200.5K | 0.19% | +710 | New |
| Semanteon Capital Management, LP | 711 | $200.8K | 2.69% | +711 | New |
| Integrated Investment Consultants, LLC | 716 | $202.2K | 0.04% | +716 | New |
| PFG Investments, LLC | 718 | $202.7K | 0.01% | +718 | New |
| Aprio Wealth Management, LLC | 720 | $203.3K | 0.01% | +720 | New |
| Level Four Advisory Services, LLC | 726 | $205.0K | 0.01% | +726 | New |
| Arvest Bank Trust Division | 734 | $207.3K | 0.01% | +734 | New |
| Mechanics Bank Trust Department | 738 | $208.4K | 0.03% | −301−29.0% | Reduced |
| SFMG, LLC | 738 | $208.4K | 0.01% | +738 | New |
| Simmons Bank | 740 | $209.0K | 0.01% | +740 | New |
| Camden National Bank | 742 | $209.5K | 0.03% | −250−25.2% | Reduced |
| Dynamic Advisor Solutions LLC | 743 | $209.8K | 0.01% | +743 | New |
| Procyon Private Wealth Partners, LLC | 745 | $210.4K | 0.01% | −1,205−61.8% | Reduced |
| Seelaus Asset Management LLC | 745 | $210.4K | 0.15% | +745 | New |
| Grove Bank & Trust | 746 | $210.6K | 0.02% | +17+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 746 | $210.6K | 0.04% | +746 | New |
| Midwest Trust Co | 749 | $211.5K | 0.00% | +749 | New |
| Choate Investment Advisors | 751 | $212.1K | 0.00% | −800−51.6% | Reduced |
| IFC & Insurance Marketing, Inc. | 752 | $212.3K | 0.22% | 00.0% | Unchanged |
| Holocene Advisors, LP | 752 | $212.3K | 0.00% | +752 | New |
| Henderson Brothers Financial Partners, LLC | 757 | $213.8K | 0.05% | +757 | New |
| Hunter Associates Investment Management LLC | 765 | $215.0K | 0.03% | +765 | New |
| SeaBridge Investment Advisors LLC | 762 | $215.2K | 0.04% | +762 | New |
| Resonant Capital Advisors, LLC | 763 | $215.4K | 0.01% | +763 | New |
| Simplex Trading, LLC | 775 | $218.8K | 0.01% | +775 | New |
| Burney Co | 781 | $220.5K | 0.01% | −703−47.4% | Reduced |
| Conning Inc. | 785 | $221.7K | 0.01% | −214−21.4% | Reduced |
| Salem Investment Counselors Inc | 786 | $221.9K | 0.01% | +786 | New |
| Meridian Investment Counsel Inc. | 788 | $222.5K | 0.05% | +788 | New |
| Gateway Investment Advisers LLC | 798 | $225.3K | 0.00% | +798 | New |
| Continuum Advisory, LLC | 801 | $226.2K | 0.02% | +801 | New |
| Fisher Asset Management, LLC | 804 | $227.3K | 0.00% | −383−32.3% | Reduced |
| Range Advisory, LLC | 805 | $227.4K | 0.04% | +805 | New |
| Cidel Asset Management Inc | 810 | $228.7K | 0.01% | +810 | New |
| King Wealth | 810 | $229.0K | 0.03% | +810 | New |
| Moment Partners, LLC | 813 | $229.6K | 0.04% | +813 | New |
| Capital Performance Advisors LLP | 815 | $230.1K | 0.02% | +815 | New |
| Solstein Capital, LLC | 816 | $230.4K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 818 | $231.0K | 0.00% | +818 | New |
| NBC Securities, Inc. | 823 | $232.4K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 824 | $232.7K | 0.11% | +824 | New |
| Quintet Private Bank (Europe) S.A. | 833 | $235.2K | 0.02% | −303−26.7% | Reduced |
| Courier Capital LLC | 839 | $236.9K | 0.01% | +839 | New |
| Private Wealth Partners, LLC | 840 | $237.2K | 0.02% | +840 | New |
| Regent Peak Wealth Advisors LLC | 841 | $237.5K | 0.05% | +841 | New |
| U.S. Capital Wealth Advisors, LLC | 846 | $238.9K | 0.01% | +846 | New |
| PCM Encore, LLC | 849 | $239.6K | 0.05% | +849 | New |
| Wealthspire Advisors, LLC | 849 | $239.7K | 0.00% | −843−49.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 853 | $240.9K | 0.02% | +10+1.2% | Added |
| DGS Capital Management, LLC | 853 | $240.9K | 0.04% | +853 | New |
| Integrity Investment Advisors, LLC | 868 | $245.1K | 0.13% | +868 | New |
| Tocqueville Asset Management L.P. | 875 | $247.1K | 0.00% | +875 | New |
| Ci Investments Inc. | 888 | $250.7K | 0.00% | +888 | New |
| Capital Investment Counsel, Inc | 888 | $250.7K | 0.03% | +888 | New |
| Catalytic Wealth RIA, LLC | 895 | $252.7K | 0.01% | +895 | New |
