| Annapolis Financial Services, LLC | 1,000 | $391.0K | 0.12% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,000 | $391.0K | 0.11% | +1,000 | New |
| Oder Investment Management, LLC | 981 | $384.0K | 0.54% | −216−18.0% | Reduced |
| PAX Financial Group, LLC | 980 | $384.0K | 0.09% | +18+1.9% | Added |
| Fox Run Management, L.L.C. | 973 | $381.0K | 0.22% | +973 | New |
| Checchi Capital Advisers, LLC | 972 | $380.0K | 0.04% | +13+1.4% | Added |
| Personal Capital Advisors Corp | 966 | $378.0K | 0.00% | −131−11.9% | Reduced |
| Independent Advisor Alliance | 944 | $370.0K | 0.02% | +102+12.1% | Added |
| Avantax Advisory Services, Inc. | 943 | $369.0K | 0.01% | +49+5.5% | Added |
| Machina Capital S.A.S. | 940 | $368.0K | 0.89% | +940 | New |
| Castle Rock Wealth Management, LLC | 1,172 | $367.0K | 0.15% | −687−37.0% | Reduced |
| Western Wealth Management, LLC | 934 | $367.0K | 0.04% | +934 | New |
| Carmel Capital Partners, LLC | 935 | $366.0K | 0.27% | +935 | New |
| Versor Investments LP | 924 | $362.0K | 0.01% | −1,282−58.1% | Reduced |
| Kolinsky Wealth Management, LLC | 922 | $361.0K | 0.33% | +922 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 921 | $360.0K | 0.02% | −700−43.2% | Reduced |
| Ellevest, Inc. | 916 | $359.0K | 0.03% | −37−3.9% | Reduced |
| Echo Street Capital Management LLC | 917 | $359.0K | 0.00% | +917 | New |
| Hollencrest Capital Management | 905 | $354.0K | 0.03% | −262−22.5% | Reduced |
| Titleist Asset Management, Ltd. | 904 | $354.0K | 0.07% | +904 | New |
| Landscape Capital Management, L.L.C. | 885 | $346.0K | 0.05% | −42−4.5% | Reduced |
| Insight Advisors, LLC | 880 | $344.0K | 0.10% | −146−14.2% | Reduced |
| Meridian Wealth Management, LLC | 877 | $343.0K | 0.04% | −56−6.0% | Reduced |
| Northstar Asset Management LLC | 875 | $343.0K | 0.08% | +45+5.4% | Added |
| Moloney Securities Asset Management, LLC | 868 | $340.0K | 0.06% | +369+73.9% | Added |
| Level Four Advisory Services, LLC | 868 | $340.0K | 0.03% | +868 | New |
| Zions Bancorporation, N.A. | 863 | $338.0K | 0.03% | −88−9.3% | Reduced |
| Greytown Advisors Inc. | 860 | $337.0K | 0.14% | −6−0.7% | Reduced |
| Avondale Wealth Management | 855 | $335.0K | 0.34% | +490+134.2% | Added |
| Cigna Investments Inc | 851 | $333.0K | 0.03% | −17−2.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 850 | $333.0K | 0.08% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 850 | $333.0K | 0.11% | +850 | New |
| Dorsey & Whitney Trust CO LLC | 854 | $332.0K | 0.03% | +75+9.6% | Added |
| Koshinski Asset Management, Inc. | 844 | $330.4K | 0.03% | −5−0.6% | Reduced |
| Bridgefront Capital, LLC | 830 | $325.0K | 0.32% | +830 | New |
| Coastal Investment Advisors, Inc. | 828 | $324.0K | 0.07% | −19−2.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 814 | $319.0K | 0.07% | −120−12.8% | Reduced |
| EPG Wealth Management LLC | 812 | $318.0K | 0.11% | +35+4.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 811 | $317.0K | 0.03% | +18+2.3% | Added |
| Engine No. 1 LLC | 810 | $317.0K | 0.07% | +176+27.8% | Added |
| Clearstead Advisors, LLC | 808 | $316.0K | 0.02% | +20+2.5% | Added |
| Menard Financial Group LLC | 799 | $313.0K | 0.26% | −43−5.1% | Reduced |
| qPULA Trading Management LP | 800 | $313.0K | 0.56% | +800 | New |
| Manhattan West Asset Management, LLC | 800 | $313.0K | 0.19% | +800 | New |
| LGT Fund Management Co Ltd. | 800 | $313.0K | 0.09% | +800 | New |
| Manteio Capital LLC | 796 | $312.0K | 0.40% | +796 | New |
| Ancora Advisors, LLC | 787 | $308.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 784 | $307.0K | 0.04% | +49+6.7% | Added |
| Corbett Road Capital Management, LLC | 778 | $305.0K | 0.52% | +22+2.9% | Added |
| Harvest Fund Management Co., Ltd | 766 | $305.0K | 0.05% | +250+48.4% | Added |
| Golden State Equity Partners | 772 | $302.0K | 0.15% | −86−10.0% | Reduced |
| Freestone Capital Holdings, LLC | 764 | $299.0K | 0.01% | +30+4.1% | Added |
| Park National Corp | 760 | $298.0K | 0.01% | −25−3.2% | Reduced |
| Hayden Royal, LLC | 759 | $297.0K | 0.70% | +18+2.4% | Added |
| Clear Perspective Advisors, LLC | 753 | $295.0K | 0.09% | +10+1.3% | Added |
| Connecticut Wealth Management, LLC | 747 | $292.0K | 0.02% | +6+0.8% | Added |
| Brandywine Oak Private Wealth LLC | 743 | $291.0K | 0.03% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 725 | $284.0K | 0.21% | +725 | New |
| Compass Ion Advisors, LLC | 722 | $283.0K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 725 | $283.0K | 0.07% | +12+1.7% | Added |
| Yorktown Management & Research Co Inc | 720 | $282.0K | 0.19% | 00.0% | Unchanged |
| Corbenic Partners LLC | 720 | $282.0K | 0.05% | 00.0% | Unchanged |
| Future Fund LLC | 717 | $281.0K | 0.28% | +717 | New |
| SkyView Investment Advisors, LLC | 21,530 | $280.0K | 0.06% | +20,773+2,744.1% | Added |
| Cooper/Haims Advisors, LLC | 710 | $278.0K | 0.17% | −977−57.9% | Reduced |
| Axxcess Wealth Management, LLC | 710 | $278.0K | 0.02% | +710 | New |
| Parkside Financial Bank & Trust | 708 | $277.0K | 0.07% | −1−0.1% | Reduced |
| Argent Trust Co | 705 | $276.0K | 0.02% | −45−6.0% | Reduced |
| Prelude Capital Management, LLC | 705 | $276.0K | 0.01% | +166+30.8% | Added |
| Northeast Investment Management | 703 | $275.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 771 | $274.0K | 0.07% | −15−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 699 | $274.0K | 0.02% | +699 | New |
| Dorchester Wealth Management Co | 700 | $271.0K | 0.05% | +700 | New |
| Altshuler Shaham Ltd | 684 | $268.0K | 0.01% | +500+271.7% | Added |
| Inverness Counsel LLC | 674 | $264.0K | 0.01% | +674 | New |
| Bradley Foster & Sargent Inc | 675 | $264.0K | 0.01% | +675 | New |
| Golden Green, Inc. | 669 | $262.0K | 0.21% | +20+3.1% | Added |
| Main Street Research LLC | 666 | $261.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 666 | $260.7K | 0.25% | +666 | New |
| Anchor Investment Management, LLC | 657 | $257.2K | 0.03% | +163+33.0% | Added |
| Petrus Trust Company, LTA | 654 | $256.0K | 0.03% | +654 | New |
| Biltmore Capital Advisors LLC | 650 | $254.0K | 0.04% | −65−9.1% | Reduced |
| Montag A & Associates Inc | 650 | $254.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 650 | $254.0K | 0.02% | +650 | New |
| CenterStar Asset Management, LLC | – | $253.0K | 0.19% | – | – |
| Savant Capital, LLC | 646 | $253.0K | 0.01% | +5+0.8% | Added |
| Weatherly Asset Management L. P. | 645 | $252.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 644 | $252.0K | 0.16% | +37+6.1% | Added |
| Simon Quick Advisors, LLC | 645 | $252.0K | 0.07% | +623+2,831.8% | Added |
| Wealthcare Advisory Partners LLC | 641 | $251.0K | 0.02% | −5−0.8% | Reduced |
| BDO Wealth Advisors, LLC | 642 | $251.0K | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 636 | $249.0K | 0.01% | +636 | New |
| Gladstone Institutional Advisory LLC | 631 | $247.0K | 0.02% | −2,404−79.2% | Reduced |
| Delta Financial Advisors LLC | 630 | $247.0K | 0.10% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 628 | $246.0K | 0.01% | +628 | New |
| Sage Mountain Advisors LLC | 623 | $244.0K | 0.03% | +1+0.2% | Added |
| Wills Financial Group, Inc. | 622 | $243.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 620 | $243.0K | 0.11% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 621 | $243.0K | 0.20% | +621 | New |
| RKL Wealth Management LLC | 617 | $242.0K | 0.03% | +42+7.3% | Added |
