| Delta Asset Management LLC | 112 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 113 | $36.4K | 0.01% | +113 | New |
| Stone House Investment Management, LLC | 114 | $36.7K | 0.01% | +1+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 120 | $38.6K | 0.01% | −1,417−92.2% | Reduced |
| Salomon & Ludwin, LLC | 120 | $40.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 129 | $41.5K | 0.00% | +124+2,480.0% | Added |
| Rakuten Securities, Inc. | 130 | $41.8K | 0.02% | +55+73.3% | Added |
| Wall Street Financial Group, Inc. | 130 | $41.8K | 0.02% | +130 | New |
| High Note Wealth, LLC | 135 | $43.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 136 | $43.8K | 0.00% | +124+1,033.3% | Added |
| Solstein Capital, LLC | 139 | $44.7K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $48.3K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 150 | $48.3K | 0.01% | +100+200.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 160 | $51.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 168 | $54.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 175 | $56.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $57.0K | 0.04% | −138−43.9% | Reduced |
| Huntington National Bank | 186 | $59.8K | 0.00% | +6+3.3% | Added |
| Close Asset Management Ltd | 200 | $64.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $64.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 202 | $65.0K | 0.00% | +202 | New |
| Polymer Capital Management (US) LLC | 225 | $72.4K | 0.01% | −2,175−90.6% | Reduced |
| Evelyn Partners Asset Management Ltd | 250 | $80.4K | 0.02% | 00.0% | Unchanged |
| Wellington Grp LLC | 259 | $83.3K | 0.03% | −4,006−93.9% | Reduced |
| Clearstead Advisors, LLC | 270 | $86.9K | 0.00% | −270−50.0% | Reduced |
| True Link Financial Advisors, LLC | 288 | $92.7K | 0.01% | +288 | New |
| American Capital Advisory, LLC | 289 | $93.0K | 0.04% | +1+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 294 | $94.6K | 0.00% | −454−60.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 296 | $95.2K | 0.00% | +156+111.4% | Added |
| Smartleaf Asset Management LLC | 312 | $95.4K | 0.00% | −17−5.2% | Reduced |
| Brookfield Asset Management Inc. | 299 | $96.2K | 0.00% | −52−14.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 300 | $96.5K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 307 | $98.8K | 0.00% | +53+20.9% | Added |
| Root Financial Partners, LLC | 311 | $100.1K | 0.00% | +63+25.4% | Added |
| Parallel Advisors, LLC | 340 | $109.4K | 0.00% | +59+21.0% | Added |
| Nomura Asset Management Co Ltd | 346 | $111.3K | 0.00% | −194−35.9% | Reduced |
| GeoWealth Management, LLC | 367 | $118.1K | 0.00% | +367 | New |
| Rossby Financial, LCC | 364 | $121.5K | 0.03% | −2,577−87.6% | Reduced |
| Ronald Blue Trust, Inc. | 403 | $129.7K | 0.00% | +12+3.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 407 | $130.9K | 0.05% | +407 | New |
| Rothschild Investment LLC | 416 | $133.8K | 0.01% | +4+1.0% | Added |
| True Wealth Design, LLC | 459 | $147.7K | 0.04% | +8+1.8% | Added |
| Resona Asset Management Co.,Ltd. | 522 | $159.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $160.9K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 502 | $161.5K | 0.01% | +2+0.4% | Added |
| USA Financial Portformulas Corp | 537 | $172.8K | 0.03% | +537 | New |
| Optiver Holding B.V. | 553 | $177.9K | 0.01% | +540+4,153.8% | Added |
| Acropolis Investment Management, LLC | 573 | $184.4K | 0.01% | +573 | New |
| Assetmark, Inc | 597 | $192.1K | 0.00% | +166+38.5% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 600 | $193.0K | 0.15% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 623 | $200.4K | 0.00% | +623 | New |
| Pinnacle Financial Partners, Inc. | 623 | $200.4K | 0.00% | +623 | New |
| Semanteon Capital Management, LP | 626 | $201.4K | 2.70% | +626 | New |
| Trajan Wealth LLC | 627 | $201.7K | 0.01% | −322−33.9% | Reduced |
| Systematic Alpha Investments, LLC | 629 | $202.4K | 0.01% | +629 | New |
| SNS Financial Group, LLC | 631 | $203.0K | 0.02% | +631 | New |
| Avail Investment Partners, LLC | 633 | $204.0K | 0.22% | +633 | New |
| Investment Research Partners LLC | 639 | $205.6K | 0.08% | +639 | New |
| OmniStar Financial Group, Inc. | 644 | $207.2K | 0.11% | +644 | New |
| Concord Wealth Partners | 656 | $211.1K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 659 | $212.0K | 0.01% | +659 | New |
| Oppenheimer Asset Management Inc. | 677 | $217.8K | 0.00% | +677 | New |
| Grant Private Wealth Management Inc | 682 | $219.4K | 0.12% | +682 | New |
| Wealthfront Advisers LLC | 685 | $220.4K | 0.00% | +685 | New |
| Evoke Wealth, LLC | 685 | $220.4K | 0.00% | +685 | New |
| Rede Wealth, LLC | 695 | $223.6K | 0.08% | +695 | New |
| Keybank National Association | 696 | $223.9K | 0.00% | +696 | New |
| Callan Family Office, LLC | 714 | $229.7K | 0.01% | +714 | New |
| Tritonpoint Wealth, LLC | 718 | $231.0K | 0.02% | +718 | New |
| Banque Pictet & Cie SA | 720 | $231.7K | 0.00% | −1,287−64.1% | Reduced |
| Smithfield Trust Co | 723 | $233.0K | 0.01% | −287−28.4% | Reduced |
| Advisory Advocates, LLC | 725 | $233.3K | 0.24% | −567−43.9% | Reduced |
| Syon Capital LLC | 731 | $235.2K | 0.01% | +731 | New |
| Southern Financial Group, LLC | 739 | $237.8K | 0.07% | +739 | New |
| Essex Financial Services, Inc. | 751 | $241.6K | 0.01% | +751 | New |
| Modern Wealth Management, LLC | 728 | $243.0K | 0.00% | +728 | New |
| Sagespring Wealth Partners, LLC | 762 | $245.1K | 0.00% | +762 | New |
| Oppenheimer & Co Inc | 762 | $245.2K | 0.00% | +762 | New |
| Tradition Wealth Management, LLC | 762 | $245.2K | 0.02% | +762 | New |
| Parcion Private Wealth LLC | 763 | $245.5K | 0.02% | +763 | New |
| Hilltop Holdings Inc. | 767 | $246.8K | 0.02% | +767 | New |
| Norden Group LLC | 769 | $247.4K | 0.02% | +769 | New |
| Steward Partners Investment Advisory, LLC | 771 | $248.1K | 0.00% | −172−18.2% | Reduced |
| Sentinus, LLC | 782 | $251.6K | 0.02% | +782 | New |
| AdvisorShares Investments LLC | 784 | $252.2K | 0.05% | +784 | New |
| Vise Technologies, Inc. | 1,167 | $253.7K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 789 | $253.9K | 0.10% | +789 | New |
| Hartree Partners, LP | 800 | $257.4K | 0.06% | +800 | New |
| QTR Family Wealth, LLC | 705 | $258.0K | 0.11% | +705 | New |
| McGuire Capital Advisors Inc | 802 | $258.0K | 0.17% | −5−0.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 808 | $260.0K | 0.08% | +808 | New |
| Abel Hall, LLC | 808 | $260.0K | 0.06% | +808 | New |
| Aptus Capital Advisors, LLC | 816 | $262.5K | 0.00% | +816 | New |
| United Capital Financial Advisers, LLC | 818 | $263.2K | 0.00% | +818 | New |
| Everhart Financial Group, Inc. | 829 | $266.7K | 0.02% | +829 | New |
| Ballentine Partners, LLC | 835 | $268.7K | 0.00% | +835 | New |
| Motco | 845 | $271.9K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 846 | $272.2K | 0.03% | −191−18.4% | Reduced |
| Calamos Wealth Management LLC | 850 | $273.5K | 0.01% | −74−8.0% | Reduced |
| RMG Wealth Management LLC | 650 | $273.9K | 0.03% | +650 | New |