| Wedmont Private Capital | 112 | $240.3K | 0.01% | −10−8.2% | Reduced |
| Diversify Advisory Services, LLC | 116 | $238.9K | 0.01% | +5+4.5% | Added |
| Cassaday & Co Wealth Management LLC | 111 | $238.6K | 0.01% | +111 | New |
| Grandfield & Dodd, LLC | 110 | $236.5K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 110 | $236.5K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 110 | $236.5K | 0.05% | +110 | New |
| American Trust | 109 | $234.3K | 0.02% | −49−31.0% | Reduced |
| Cypress Capital Group | 109 | $234.3K | 0.03% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 109 | $234.3K | 0.12% | +109 | New |
| Dynamic Advisor Solutions LLC | 108 | $232.2K | 0.01% | −2−1.8% | Reduced |
| Panagora Asset Management Inc | 108 | $232.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $232.2K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 108 | $232.2K | 0.01% | +1+0.9% | Added |
| Boothbay Fund Management, LLC | 108 | $232.2K | 0.01% | +108 | New |
| Covestor Ltd | 108 | $232.0K | 0.12% | +62+134.8% | Added |
| Waterloo Capital, L.P. | 107 | $230.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 107 | $230.0K | 0.01% | +80+296.3% | Added |
| Chicago Trust Co NA | 107 | $230.0K | 0.04% | +107 | New |
| NDVR, Inc. | 106 | $227.9K | 0.19% | −11−9.4% | Reduced |
| Pallas Capital Advisors LLC | 106 | $227.9K | 0.01% | +1+1.0% | Added |
| Smartleaf Asset Management LLC | 104 | $226.1K | 0.01% | +2+2.0% | Added |
| Narwhal Capital Management | 105 | $225.7K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 105 | $225.7K | 0.06% | +105 | New |
| SRS Capital Advisors, Inc. | 104 | $223.6K | 0.01% | −147−58.6% | Reduced |
| Opal Wealth Advisors, LLC | 104 | $223.6K | 0.06% | −16−13.3% | Reduced |
| HBK Sorce Advisory LLC | 106 | $222.8K | 0.01% | +106 | New |
| OpenArc Corporate Advisory, LLC | 103 | $221.4K | 0.00% | +103 | New |
| Patriot Investment Management Inc. | 102 | $219.3K | 0.01% | +102 | New |
| Empower Advisory Group, LLC | 102 | $219.3K | 0.00% | −20−16.4% | Reduced |
| Ironwood Investment Counsel, LLC | 102 | $219.3K | 0.03% | +102 | New |
| Hamilton Point Investment Advisors, LLC | 102 | $219.3K | 0.03% | +102 | New |
| Cyndeo Wealth Partners, LLC | 102 | $219.3K | 0.01% | +102 | New |
| IFC Advisors LLC | 102 | $219.3K | 0.03% | +102 | New |
| Kera Capital Partners, Inc. | 107 | $218.3K | 0.03% | −4−3.6% | Reduced |
| Johnson Investment Counsel Inc | 101 | $217.1K | 0.00% | +101 | New |
| Two Sigma Advisers, LP | 101 | $217.1K | 0.00% | +101 | New |
| Curated Wealth Partners LLC | 101 | $217.1K | 0.02% | +101 | New |
| Robotti Robert | 100 | $215.0K | 0.04% | +100 | New |
| Fairfield, Bush & Co. | 100 | $215.0K | 0.11% | +100 | New |
| Argyle Capital Management Inc. | 100 | $215.0K | 0.07% | +100 | New |
| Cumberland Partners Ltd | 100 | $215.0K | 0.01% | +100 | New |
| Shoker Investment Counsel, Inc. | 100 | $215.0K | 0.06% | +100 | New |
| Versor Investments LP | 100 | $215.0K | 0.03% | +100 | New |
| Oak Asset Management, LLC | 100 | $215.0K | 0.07% | +100 | New |
| Insigneo Advisory Services, LLC | 100 | $215.0K | 0.02% | +100 | New |
| Sprinkle Financial Consultants LLC | 100 | $215.0K | 0.11% | +100 | New |
| Cura Wealth Advisors, LLC | 100 | $215.0K | 0.08% | +100 | New |
| Plus Group Wealth Advisors LLC | 100 | $215.0K | 0.24% | +100 | New |
| AE Wealth Management LLC | 99 | $212.8K | 0.00% | +99 | New |
| Cypress Advisory Group LLC | 99 | $212.8K | 0.16% | +99 | New |
| Citadel Advisors LLC | 97 | $208.5K | 0.00% | +97 | New |
| Arbor Wealth Management LLC | 97 | $208.5K | 0.16% | +97 | New |
| Arlington Trust Co LLC | 96 | $206.4K | 0.02% | −45−31.9% | Reduced |
| Stratos Wealth Partners, LTD. | 96 | $206.4K | 0.00% | +96 | New |
| TAGStone Capital, Inc. | 107 | $204.5K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 95 | $204.2K | 0.00% | −46−32.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 95 | $204.2K | 0.02% | −15−13.6% | Reduced |
| Apriem Advisors | 95 | $204.2K | 0.02% | −14−12.8% | Reduced |
| Geneos Wealth Management Inc. | 95 | $204.2K | 0.00% | −11−10.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 95 | $204.2K | 0.06% | +66+227.6% | Added |
| Hardin Capital Partners, LLC | 95 | $204.2K | 0.10% | +95 | New |
| Allspring Global Investments Holdings, LLC | 94 | $202.2K | 0.00% | +94 | New |
| BOK Financial Private Wealth, Inc. | 91 | $195.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 90 | $193.5K | 0.00% | +65+260.0% | Added |
| Global Retirement Partners, LLC | 88 | $189.2K | 0.00% | −9−9.3% | Reduced |
| Colonial Trust Advisors | 85 | $182.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $180.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 86 | $177.1K | 0.01% | +9+11.7% | Added |
| EverSource Wealth Advisors, LLC | 82 | $176.3K | 0.01% | −30−26.8% | Reduced |
| IFP Advisors, Inc | 78 | $167.7K | 0.00% | +11+16.4% | Added |
| Evolution Advisers, Inc. | 77 | $166.0K | 0.07% | +1+1.3% | Added |
| Umb Bank N A | 75 | $161.2K | 0.00% | −30−28.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $150.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $141.0K | 0.00% | −2−2.9% | Reduced |
| Larson Financial Group LLC | 61 | $131.1K | 0.00% | +17+38.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $129.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 58 | $124.7K | 0.09% | −42−42.0% | Reduced |
| Rothschild Investment LLC | 58 | $124.7K | 0.01% | +2+3.6% | Added |
| Crewe Advisors LLC | 53 | $113.9K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 53 | $113.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 52 | $112.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 52 | $111.8K | 0.01% | −1−1.9% | Reduced |
| Los Angeles Capital Management LLC | 56 | $108.5K | 0.00% | +56 | New |
| Quent Capital, LLC | 50 | $107.5K | 0.01% | −3−5.7% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $107.5K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 50 | $107.5K | 0.03% | +1+2.0% | Added |
| Evermay Wealth Management LLC | 49 | $105.3K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 45 | $96.7K | 0.06% | +45 | New |
| Assetmark, Inc | 44 | $94.6K | 0.00% | −14−24.1% | Reduced |
| Whittier Trust Co | 42 | $89.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 41 | $88.1K | 0.00% | +5+13.9% | Added |
| Westpac Banking Corp | 40 | $86.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $86.0K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 40 | $86.0K | 0.02% | +40 | New |
| Eastern Bank | 36 | $77.4K | 0.00% | +36 | New |
| Commonwealth Retirement Investments LLC | 36 | $77.4K | 0.02% | +36 | New |
| State of Wyoming | 34 | $73.1K | 0.01% | +7+25.9% | Added |
| Harvest Fund Management Co., Ltd | 34 | $73.0K | 0.00% | +34 | New |
| Flagship Harbor Advisors, LLC | 32 | $68.8K | 0.00% | −116−78.4% | Reduced |
| Ransom Advisory, Ltd | 32 | $68.8K | 0.03% | −2−5.9% | Reduced |
