| Innovative Asset Advisors Group, LLC | 642 | $285.6K | 0.12% | −23−3.5% | Reduced |
| Cigna Investments Inc | 644 | $286.0K | 0.04% | +644 | New |
| NewEdge Wealth, LLC | 651 | $289.6K | 0.00% | +651 | New |
| iA Global Asset Management Inc. | 652 | $290.0K | 0.00% | +652 | New |
| Summit Financial, LLC | 655 | $291.3K | 0.00% | +655 | New |
| Capstone Wealth Management, LLC | 662 | $294.5K | 0.14% | +662 | New |
| Allspring Global Investments Holdings, LLC | 793 | $294.7K | 0.00% | +793 | New |
| Northwest Wealth Management, LLC | 665 | $295.8K | 0.04% | +665 | New |
| Single Point Partners, LLC | 670 | $298.0K | 0.05% | +670 | New |
| Banco Santander, S.A. | 673 | $299.4K | 0.00% | +673 | New |
| Global Retirement Partners, LLC | 674 | $299.8K | 0.00% | +674 | New |
| Affinity Wealth Management LLC | 675 | $300.2K | 0.04% | +675 | New |
| Mission Wealth Management, LP | 686 | $305.1K | 0.00% | +686 | New |
| Kovitz Investment Group Partners, LLC | 689 | $306.9K | 0.01% | +689 | New |
| USA Financial Formulas | 695 | $309.1K | 0.06% | +695 | New |
| Dorsey & Whitney Trust CO LLC | 696 | $309.7K | 0.02% | +696 | New |
| Phillips Wealth Planners LLC | 896 | $313.2K | 0.23% | −446−33.2% | Reduced |
| Gamco Investors, Inc. Et Al | 715 | $318.0K | 0.00% | −3,160−81.5% | Reduced |
| Canopy Partners, LLC | 727 | $323.4K | 0.10% | +727 | New |
| Weiss Asset Management LP | 734 | $326.5K | 0.00% | +734 | New |
| Daymark Wealth Partners, LLC | 746 | $331.8K | 0.01% | +746 | New |
| DRW Securities, LLC | 750 | $333.6K | 0.02% | −1,261−62.7% | Reduced |
| Krilogy Financial LLC | 754 | $335.4K | 0.01% | +754 | New |
| Pure Financial Advisors, Inc. | 754 | $335.5K | 0.00% | +754 | New |
| Pinnacle Wealth Planning Services, Inc. | 760 | $338.0K | 0.03% | +20+2.7% | Added |
| Interchange Capital Partners, LLC | 769 | $342.2K | 0.06% | +769 | New |
| Moss Adams Wealth Advisors LLC | 773 | $343.8K | 0.02% | +773 | New |
| Landscape Capital Management, L.L.C. | 775 | $344.7K | 0.02% | +775 | New |
| Brand Asset Management Group, Inc. | 778 | $346.1K | 0.08% | +778 | New |
| Kovack Advisors, Inc. | 786 | $347.3K | 0.02% | +786 | New |
| Pinebridge Investments LLC | 785 | $349.2K | 0.00% | −406−34.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 792 | $352.3K | 0.02% | +792 | New |
| Focused Alpha, LLC | 793 | $352.7K | 0.09% | +793 | New |
| Ashton Thomas Private Wealth, LLC | 795 | $353.6K | 0.01% | +795 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $355.8K | 0.00% | +800 | New |
| Savvy Advisors, Inc. | 808 | $359.4K | 0.01% | +808 | New |
| Whittier Trust Co | 977 | $359.6K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 813 | $361.6K | 0.00% | +813 | New |
| Dynamic Advisor Solutions LLC | 828 | $368.3K | 0.01% | −302−26.7% | Reduced |
| 1620 Investment Advisors, Inc. | 832 | $370.4K | 0.23% | −56−6.3% | Reduced |
| Sage Rhino Capital LLC | 834 | $371.0K | 0.06% | +834 | New |
| Warren Averett Asset Management, LLC | 846 | $376.3K | 0.00% | +846 | New |
| Connecticut Capital Management Group, LLC | 855 | $380.3K | 0.31% | +855 | New |
| Arlington Capital Management, Inc. | 856 | $380.7K | 0.24% | +856 | New |
| AlphaGrep UK Ltd | 862 | $383.4K | 0.12% | +862 | New |
| Forty-three Eighteen Advisors, LLC | 864 | $384.3K | 0.26% | +864 | New |
| CIBC Bancorp USA Inc. | 891 | $385.2K | 0.00% | +891 | New |
| Smartleaf Asset Management LLC | 935 | $389.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,056 | $389.4K | 0.01% | −27−2.5% | Reduced |
| Fire Capital Management LLC | 877 | $390.1K | 0.16% | +877 | New |
| We Are One Seven, LLC | 889 | $395.4K | 0.01% | −113−11.3% | Reduced |
| EverSource Wealth Advisors, LLC | 909 | $404.3K | 0.01% | −211−18.8% | Reduced |
| MainStreet Investment Advisors LLC | 909 | $404.3K | 0.06% | +909 | New |
| Angeles Wealth Management, LLC | 917 | $407.9K | 0.02% | +42+4.8% | Added |
| Ritholtz Wealth Management | 921 | $409.7K | 0.01% | +921 | New |
| Bourne Lent Asset Management Inc | 929 | $413.2K | 0.14% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 939 | $417.5K | 0.00% | +939 | New |
| Independent Advisor Alliance | 945 | $420.4K | 0.01% | −48−4.8% | Reduced |
| Impact Partnership Wealth, LLC | 950 | $422.4K | 0.04% | +950 | New |
| Confluence Wealth Services, Inc. | 951 | $423.0K | 0.01% | +951 | New |
| Trust Point Inc. | 960 | $427.0K | 0.04% | +960 | New |
| Modern Wealth Management, LLC | 987 | $439.3K | 0.01% | +26+2.7% | Added |
| Truist Financial Corp | 997 | $443.5K | 0.00% | +997 | New |
| Stonebridge Capital Management Inc | 1,000 | $444.8K | 0.21% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,014 | $451.0K | 0.01% | +1,014 | New |
| Resources Investment Advisors, LLC. | 1,014 | $451.2K | 0.00% | −154−13.2% | Reduced |
| Larson Financial Group LLC | 1,022 | $454.6K | 0.01% | −830−44.8% | Reduced |
| Jefferies Financial Group Inc. | 1,023 | $455.0K | 0.00% | −1,747−63.1% | Reduced |
| South State Corp. | 1,024 | $455.5K | 0.02% | +2+0.2% | Added |
| Transcend Wealth Collective, LLC | 1,053 | $468.4K | 0.03% | +165+18.6% | Added |
| Zions Bancorporation, National Association | 1,053 | $468.4K | 0.03% | +1,001+1,925.0% | Added |
| Proficio Capital Partners LLC | 1,054 | $468.6K | 0.02% | +1,054 | New |
| Change Path, LLC | 1,062 | $472.4K | 0.01% | +1,062 | New |
| Rafferty Asset Management, LLC | 1,064 | $473.3K | 0.00% | +118+12.5% | Added |
| Left Brain Wealth Management, LLC | 1,070 | $475.9K | 0.14% | +1,070 | New |
| Camden Capital, LLC | 1,082 | $481.1K | 0.02% | −210−16.3% | Reduced |
| Teza Capital Management LLC | 1,084 | $482.2K | 0.93% | +1,084 | New |
| Fulcrum Asset Management LLP | 1,177 | $489.6K | 0.05% | +1,177 | New |
| Optas, LLC | 1,106 | $491.9K | 0.07% | −200−15.3% | Reduced |
| Benjamin Edwards Inc | 1,118 | $497.3K | 0.00% | −43−3.7% | Reduced |
| RSM US Wealth Management LLC | 1,128 | $501.3K | 0.01% | −71−5.9% | Reduced |
| Apollon Wealth Management, LLC | 1,128 | $501.7K | 0.01% | +1,128 | New |
| Farther Finance Advisors, LLC | 1,148 | $509.6K | 0.00% | +504+78.3% | Added |
| Parallel Advisors, LLC | 1,152 | $512.4K | 0.01% | +94+8.9% | Added |
| Polymer Capital Management (US) LLC | 1,187 | $528.0K | 0.08% | −1,105−48.2% | Reduced |
| Massmutual Trust Co FSB | 1,199 | $533.3K | 0.01% | +108+9.9% | Added |
| Omers Administration Corp | 1,200 | $533.8K | 0.00% | 00.0% | Unchanged |
| CV Advisors LLC | 1,200 | $533.8K | 0.10% | +1,200 | New |
| Savant Capital, LLC | 1,577 | $534.9K | 0.00% | +677+75.2% | Added |
| Atomi Financial Group, Inc. | 1,208 | $537.3K | 0.01% | +123+11.3% | Added |
| AlphaCore Capital LLC | 1,208 | $537.3K | 0.01% | +1,208 | New |
| VestGen Advisors, LLC | 1,220 | $542.7K | 0.02% | +105+9.4% | Added |
| Citizens Financial Group Inc | 1,228 | $546.2K | 0.01% | +1,228 | New |
| TT International Asset Management LTD | 1,349 | $554.5K | 0.07% | −2,414−64.2% | Reduced |
| Anb Bank | 1,247 | $554.7K | 0.21% | −41−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,256 | $558.7K | 0.03% | +6+0.5% | Added |
| Tectonic Advisors LLC | 1,272 | $565.8K | 0.03% | −1,360−51.7% | Reduced |
| Private Advisor Group, LLC | 1,287 | $572.6K | 0.00% | −1,857−59.1% | Reduced |
| Moody Aldrich Partners LLC | 1,308 | $581.8K | 0.10% | +139+11.9% | Added |
| Crestwood Advisors Group LLC | 1,318 | $586.2K | 0.01% | −34−2.5% | Reduced |
