| FSM Wealth Advisors, LLC | 154 | $213.1K | 0.02% | +154 | New |
| Fiduciary Family Office, LLC | 154 | $212.9K | 0.05% | +154 | New |
| ProVise Management Group, LLC | 153 | $211.5K | 0.01% | +153 | New |
| Sustainable Insight Capital Management, LLC | 152 | $210.1K | 0.09% | −70−31.5% | Reduced |
| Peak Financial Advisors LLC | 152 | $210.1K | 0.09% | +152 | New |
| Purkiss Capital Advisors LLC | 152 | $210.1K | 0.08% | +152 | New |
| University of Texas/Texas Am Investment Managment Co | 152 | $210.1K | 0.02% | +152 | New |
| Optivise Advisory Services LLC | 151 | $208.5K | 0.11% | +151 | New |
| Consilio Wealth Advisors, LLC | 150 | $207.4K | 0.05% | +150 | New |
| Wall Street Access Asset Management, LLC | 150 | $207.4K | 0.03% | +150 | New |
| Johnson Financial Group, LLC | 150 | $207.4K | 0.01% | +150 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 150 | $207.4K | 0.01% | +150 | New |
| Alliance Wealth Advisors, LLC | 149 | $206.0K | 0.04% | −38−20.3% | Reduced |
| Boston Private Wealth LLC | 149 | $205.3K | 0.01% | +149 | New |
| Capital Analysts, LLC | 147 | $203.0K | 0.00% | +1+0.7% | Added |
| Chicago Capital, LLC | 146 | $201.8K | 0.00% | +146 | New |
| Roman Butler Fullerton & Co | 156 | $201.5K | 0.05% | +1+0.6% | Added |
| Werba Rubin Papier Wealth Management | 145 | $200.4K | 0.02% | +145 | New |
| Park Place Capital Corp | 144 | $199.1K | 0.03% | +6+4.3% | Added |
| Cromwell Holdings LLC | 143 | $198.0K | 0.09% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 143 | $197.7K | 0.08% | −32−18.3% | Reduced |
| Trust Co of Vermont | 140 | $193.5K | 0.01% | +140 | New |
| Aventura Private Wealth, LLC | 140 | $193.0K | 0.06% | −2−1.4% | Reduced |
| Basecamp Wealth Advisors LLC | 134 | $185.3K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 132 | $182.5K | 0.10% | +2+1.5% | Added |
| Avalon Trust Co | 125 | $172.8K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 120 | $165.9K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 119 | $164.7K | 0.01% | −11−8.5% | Reduced |
| Wilkerson Advisory Group LLC | 117 | $161.7K | 0.05% | −30−20.4% | Reduced |
| Union Bancaire Privee, UBP SA | 122 | $160.2K | 0.00% | +122 | New |
| Harbour Investments, Inc. | 115 | $158.4K | 0.00% | +22+23.7% | Added |
| YANKCOM Partnership | 114 | $157.6K | 0.06% | −59−34.1% | Reduced |
| Reyes Financial Architecture, Inc. | 104 | $143.8K | 0.08% | −25−19.4% | Reduced |
| First Horizon Corp | 103 | $142.4K | 0.01% | +28+37.3% | Added |
| Rossby Financial, LCC | 101 | $139.6K | 0.03% | +37+57.8% | Added |
| Pier 88 Investment Partners LLC | 100 | $138.2K | 0.03% | −1,100−91.7% | Reduced |
| Eastern Bank | 100 | $138.2K | 0.00% | +100 | New |
| IFP Advisors, Inc | 98 | $135.5K | 0.00% | −6−5.8% | Reduced |
| Zions Bancorporation, National Association | 94 | $129.9K | 0.01% | −39−29.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 92 | $127.2K | 0.04% | +10+12.2% | Added |
| Hollencrest Capital Management | 88 | $121.6K | 0.01% | +88 | New |
| Bradley & Co. Private Wealth Management, LLC | 85 | $117.7K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 84 | $116.1K | 0.01% | +28+50.0% | Added |
| Evelyn Partners Group Ltd | 84 | $116.1K | 0.00% | +84 | New |
| Strategic Investment Advisors | 80 | $110.5K | 0.01% | +80 | New |
| Contravisory Investment Management, Inc. | 79 | $109.2K | 0.02% | −6−7.1% | Reduced |
| Action Point Financial Planning, LLC | 81 | $108.0K | 0.01% | +81 | New |
| EFG International AG | 75 | $103.7K | 0.00% | +75 | New |
| Owl Creek Wealth Partners LLC | 71 | $98.1K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 70 | $96.8K | 0.00% | +70 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 68 | $94.0K | 0.29% | −227−76.9% | Reduced |
| First Command Advisory Services, Inc. | 67 | $92.7K | 0.00% | +44+191.3% | Added |
| Anchor Investment Management, LLC | 65 | $89.9K | 0.01% | +40+160.0% | Added |
| Covestor Ltd | 64 | $89.0K | 0.05% | −68−51.5% | Reduced |
| Golden State Wealth Management, LLC | 64 | $88.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 63 | $88.4K | 0.02% | −9−12.5% | Reduced |
| Geneos Wealth Management Inc. | 63 | $87.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 59 | $81.6K | 0.02% | +33+126.9% | Added |
| Private Trust Co NA | 57 | $78.8K | 0.01% | −10−14.9% | Reduced |
| AdvisorNet Financial, Inc | 56 | $77.4K | 0.00% | −4−6.7% | Reduced |
| WPG Advisers, LLC | 50 | $69.1K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 49 | $67.7K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 49 | $67.7K | 0.02% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 47 | $65.0K | 0.03% | −48−50.5% | Reduced |
| GW&K Investment Management, LLC | 46 | $64.0K | 0.00% | −4−8.0% | Reduced |
| Bell Investment Advisors, Inc | 46 | $63.6K | 0.01% | −1−2.1% | Reduced |
| Strategic Advocates LLC | 46 | $63.6K | 0.25% | +9+24.3% | Added |
| USA Financial Formulas | 46 | $63.6K | 0.01% | +46 | New |
| Meeder Asset Management Inc | 45 | $62.2K | 0.00% | −41−47.7% | Reduced |
| Silver Grove Financial Group, Inc. | 43 | $59.5K | 0.03% | +43 | New |
| Essential Partners LLC | 43 | $59.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $56.1K | 0.01% | −6−13.0% | Reduced |
| Generali Asset Management SPA SGR | 39 | $53.9K | 0.00% | −653−94.4% | Reduced |
| NBH Bank | 39 | $53.9K | 0.02% | +39 | New |
| Crewe Advisors LLC | 38 | $52.6K | 0.00% | +28+280.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $52.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 36 | $47.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $47.0K | 0.01% | +3+9.7% | Added |
| Tradewinds Capital Management, LLC | 34 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 31 | $42.9K | 0.01% | −262−89.4% | Reduced |
| Oslo Pensjonsforsikring AS | 31 | $42.9K | 0.00% | +31 | New |
| Continuum Advisory, LLC | 31 | $42.9K | 0.00% | +31 | New |
| Wolff Wiese Magana LLC | 30 | $41.5K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 30 | $41.5K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 30 | $41.5K | 0.01% | +30 | New |
| SHP Wealth Management | 30 | $41.1K | 0.00% | +9+42.9% | Added |
| Farmers & Merchants Investments Inc | 29 | $40.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 29 | $40.1K | 0.00% | +22+314.3% | Added |
| Stephenson National Bank & Trust | 28 | $38.7K | 0.01% | +28 | New |
| Ares Financial Consulting, LLC | 27 | $37.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $37.3K | 0.01% | +7+35.0% | Added |
| Evermay Wealth Management LLC | 27 | $37.3K | 0.00% | +27 | New |
| Sfam, LLC | 26 | $35.9K | 0.03% | 00.0% | Unchanged |
| Index Technologies Group LLC | 26 | $35.9K | 0.03% | +26 | New |
| Ulland Investment Advisors, LLC | 25 | $35.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $34.9K | 0.00% | −1−3.8% | Reduced |
| Tidemark, LLC | 25 | $34.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $33.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $31.8K | 0.01% | −3−11.5% | Reduced |
| Westfuller Advisors, LLC | 22 | $30.7K | 0.01% | +1+4.8% | Added |
