| Private Wealth Asset Management, LLC | 42 | $17.6K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 49 | $18.8K | 0.00% | +49 | New |
| Zions Bancorporation, National Association | 45 | $18.9K | 0.00% | +45 | New |
| Roxbury Financial LLC | 45 | $18.9K | 0.02% | +45 | New |
| Atlantic Edge Private Wealth Management, LLC | 45 | $18.9K | 0.00% | +35+350.0% | Added |
| Capital Advisors, Ltd. LLC | 45 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $19.7K | 0.01% | −56−54.4% | Reduced |
| Medallion Wealth Advisors, LLC | 48 | $20.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $20.1K | 0.00% | +17+54.8% | Added |
| Marquette Asset Management, LLC | 48 | $20.1K | 0.00% | +27+128.6% | Added |
| Lloyd Advisory Services, LLC. | 49 | $20.6K | 0.01% | +49 | New |
| Osbon Capital Management LLC | 50 | $21.0K | 0.02% | +50 | New |
| Front Row Advisors LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $21.0K | 0.02% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 50 | $21.0K | 0.02% | +50 | New |
| Legacy Bridge, LLC | 55 | $23.1K | 0.01% | +8+17.0% | Added |
| Tidemark, LLC | 56 | $23.5K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 61 | $25.6K | 0.00% | +61 | New |
| Meeder Asset Management Inc | 63 | $26.4K | 0.00% | +2+3.3% | Added |
| Cornerstone Planning Group LLC | 66 | $27.1K | 0.00% | +61+1,220.0% | Added |
| Central Pacific Bank - Trust Division | 66 | $27.7K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 69 | $29.0K | 0.01% | +3+4.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 70 | $29.4K | 0.00% | +70 | New |
| Raiffeisen Bank International AG | 72 | $30.3K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 76 | $31.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $31.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 79 | $33.2K | 0.00% | +79 | New |
| Financial Avengers, Inc. | 80 | $33.6K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 87 | $36.5K | 0.00% | +32+58.2% | Added |
| Adirondack Trust Co | 88 | $36.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 90 | $37.8K | 0.01% | +90 | New |
| Covestor Ltd | 97 | $41.0K | 0.02% | −5−4.9% | Reduced |
| Huntington National Bank | 98 | $41.1K | 0.00% | +1+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $42.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $42.0K | 0.00% | +45+81.8% | Added |
| Truvestments Capital LLC | 101 | $42.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 112 | $47.0K | 0.00% | +3+2.8% | Added |
| Westside Investment Management, Inc. | 122 | $48.8K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 120 | $50.4K | 0.04% | +100+500.0% | Added |
| Abound Wealth Management | 125 | $52.3K | 0.01% | +1+0.8% | Added |
| Massmutual Trust Co FSB | 125 | $52.5K | 0.00% | +3+2.5% | Added |
| S-Bank Fund Management Ltd | 128 | $53.7K | 0.01% | −35−21.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 129 | $54.1K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 133 | $56.0K | 0.01% | −4−2.9% | Reduced |
| Sankala Group LLC | 173 | $56.8K | 0.05% | +173 | New |
| Park Place Capital Corp | 137 | $57.5K | 0.01% | +130+1,857.1% | Added |
| RiverPark Advisors, LLC | 147 | $61.7K | 0.02% | −1−0.7% | Reduced |
| Quarry LP | 152 | $63.8K | 0.01% | −248−62.0% | Reduced |
| Parkside Financial Bank & Trust | 153 | $64.2K | 0.00% | +12+8.5% | Added |
| Reflection Asset Management | 157 | $65.9K | 0.05% | +157 | New |
| Vega Investment Solutions | 164 | $68.8K | 0.01% | +164 | New |
| Rossby Financial, LCC | 165 | $69.2K | 0.02% | +6+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 169 | $70.9K | 0.00% | +146+634.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 180 | $76.2K | 0.00% | +180 | New |
| Pinnacle Wealth Planning Services, Inc. | 187 | $78.5K | 0.01% | +187 | New |
| SJS Investment Consulting Inc. | 199 | $83.5K | 0.01% | +197+9,850.0% | Added |
| McGuire Capital Advisors Inc | 200 | $83.9K | 0.05% | +200 | New |
| Close Asset Management Ltd | 200 | $84.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 205 | $86.0K | 0.02% | +145+241.7% | Added |
| Whittier Trust Co of Nevada Inc | 200 | $87.2K | 0.00% | −27−11.9% | Reduced |
| NBC Securities, Inc. | 210 | $88.1K | 0.01% | +210 | New |
| MAI Capital Management | 213 | $89.3K | 0.00% | +86+67.7% | Added |
| WPG Advisers, LLC | 223 | $93.6K | 0.07% | +57+34.3% | Added |
| First Horizon Corp | 225 | $94.4K | 0.00% | −16−6.6% | Reduced |
| Geneos Wealth Management Inc. | 234 | $98.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $98.6K | 0.01% | +1+0.4% | Added |
| Larson Financial Group LLC | 238 | $99.9K | 0.00% | +42+21.4% | Added |
| GAMMA Investing LLC | 251 | $105.3K | 0.01% | +80+46.8% | Added |
| Basecamp Wealth Advisors LLC | 251 | $105.3K | 0.02% | +251 | New |
| Hollencrest Capital Management | 275 | $115.4K | 0.00% | +155+129.2% | Added |
| Maxi Investments CY Ltd | 280 | $118.0K | 0.02% | +280 | New |
| Harbour Investments, Inc. | 303 | $127.2K | 0.00% | +195+180.6% | Added |
| Laurel Wealth Advisors LLC | 303 | $127.2K | 0.02% | +303 | New |
| Kemnay Advisory Services Inc. | 363 | $152.3K | 0.02% | +363 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $156.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 376 | $157.8K | 0.00% | −16,514−97.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 400 | $167.9K | 0.12% | +100+33.3% | Added |
| True Wealth Design, LLC | 419 | $175.9K | 0.05% | +36+9.4% | Added |
| HCR Wealth Advisors | 477 | $200.2K | 0.02% | +477 | New |
| David J Yvars Group | 478 | $200.6K | 0.11% | +478 | New |
| Ostrum Asset Management | 481 | $201.9K | 0.01% | −162−25.2% | Reduced |
| Kingsview Wealth Management, LLC | 487 | $204.4K | 0.00% | +487 | New |
| Bayesian Capital Management, LP | 490 | $205.6K | 0.47% | +490 | New |
| Howard Capital Management Inc. | 490 | $205.6K | 0.00% | +490 | New |
| Howard Bailey Securities, LLC | 495 | $207.7K | 0.08% | +495 | New |
| V-Square Quantitative Management LLC | 496 | $208.2K | 0.02% | +496 | New |
| Peregrine Asset Advisers, Inc. | 500 | $209.8K | 0.06% | +500 | New |
| All Terrain Financial Advisors, LLC | 500 | $209.8K | 0.06% | +500 | New |
| Quadrant Capital Group LLC | 503 | $211.1K | 0.01% | +2+0.4% | Added |
| Brookstone Capital Management | 503 | $211.2K | 0.00% | +503 | New |
| Northside Capital Management, LLC | 510 | $214.0K | 0.02% | +510 | New |
| Teza Capital Management LLC | 510 | $214.0K | 0.69% | +510 | New |
| Kingswood Wealth Advisors, LLC | 524 | $219.9K | 0.01% | +524 | New |
| Concorde Asset Management, LLC | 529 | $222.0K | 0.09% | +529 | New |
| Transcendent Capital Group LLC | 533 | $223.7K | 0.10% | +533 | New |
| Impact Capital Partners LLC | 536 | $225.0K | 0.07% | +536 | New |
| Evanson Asset Management, LLC | 537 | $225.4K | 0.01% | −150−21.8% | Reduced |
| Prospera Financial Services Inc | 538 | $225.8K | 0.00% | −476−46.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 538 | $225.8K | 0.03% | +538 | New |
