| Evolution Wealth Management Inc. | 60 | $14.3K | 0.01% | +60 | New |
| Strive Financial Group ,LLC | 61 | $14.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 62 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $14.8K | 0.00% | +52+520.0% | Added |
| Cornerstone Planning Group LLC | 66 | $15.2K | 0.00% | −19−22.4% | Reduced |
| Vermillion Wealth Management, Inc. | 67 | $16.0K | 0.00% | −6−8.2% | Reduced |
| Sachetta, LLC | 72 | $17.2K | 0.01% | +3+4.3% | Added |
| Pinnacle Bancorp, Inc. | 73 | $17.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 73 | $17.4K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 75 | $17.9K | 0.01% | +75 | New |
| GW&K Investment Management, LLC | 77 | $18.0K | 0.00% | −2−2.5% | Reduced |
| Coston, McIsaac & Partners | 81 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 80 | $19.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 82 | $19.5K | 0.00% | +7+9.3% | Added |
| Cornerstone Financial Management LLC | 83 | $19.8K | 0.02% | +8+10.7% | Added |
| Westside Investment Management, Inc. | 84 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 85 | $20.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 85 | $20.3K | 0.00% | +1+1.2% | Added |
| Harbor Investment Advisory, LLC | 91 | $21.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 95 | $22.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 95 | $22.6K | 0.00% | +95 | New |
| Atlas Capital Advisors LLC | 98 | $23.4K | 0.00% | −2−2.0% | Reduced |
| Owl Creek Wealth Partners LLC | 98 | $23.4K | 0.01% | +5+5.4% | Added |
| Commonwealth Retirement Investments LLC | 100 | $23.8K | 0.01% | +100 | New |
| Asset Dedication, LLC | 101 | $24.1K | 0.00% | −27−21.1% | Reduced |
| JFS Wealth Advisors, LLC | 102 | $24.4K | 0.00% | +6+6.3% | Added |
| Larson Financial Group LLC | 105 | $25.0K | 0.00% | +9+9.4% | Added |
| DT Investment Partners, LLC | 108 | $25.7K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 108 | $25.7K | 0.00% | +108 | New |
| Banque Cantonale Vaudoise | 111 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 114 | $27.2K | 0.02% | −3−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 120 | $27.9K | 0.00% | −2−1.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 125 | $29.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $29.8K | 0.00% | +125 | New |
| SHP Wealth Management | 126 | $30.0K | 0.00% | +6+5.0% | Added |
| Glen Eagle Advisors, LLC | 132 | $31.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 141 | $33.6K | 0.00% | +141 | New |
| Kerr Financial Planning Corp | 142 | $33.6K | 0.04% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 143 | $34.1K | 0.00% | +143 | New |
| Whittier Trust Co | 150 | $35.5K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 152 | $36.0K | 0.00% | +152 | New |
| Bruce G. Allen Investments, LLC | 152 | $36.2K | 0.02% | +32+26.7% | Added |
| Fortitude Family Office, LLC | 160 | $38.1K | 0.01% | −8−4.8% | Reduced |
| Zions Bancorporation, National Association | 169 | $40.3K | 0.00% | +22+15.0% | Added |
| Keating Financial Advisory Services, Inc. | 170 | $40.5K | 0.01% | +31+22.3% | Added |
| Park Place Capital Corp | 177 | $42.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 186 | $44.3K | 0.00% | +18+10.7% | Added |
| Heritage Wealth Advisors | 186 | $44.3K | 0.00% | +186 | New |
| Manchester Capital Management LLC | 187 | $44.6K | 0.01% | +3+1.6% | Added |
| Silver Grove Financial Group, Inc. | 190 | $45.3K | 0.02% | +190 | New |
| NBT Bank N A | 191 | $45.5K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 200 | $47.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 202 | $48.1K | 0.00% | +4+2.0% | Added |
| Bogart Wealth, LLC | 204 | $48.6K | 0.00% | +2+1.0% | Added |
| Optiver Holding B.V. | 205 | $48.8K | 0.00% | +205 | New |
| Golden State Wealth Management, LLC | 210 | $50.1K | 0.00% | +1+0.5% | Added |
| True Wealth Design, LLC | 211 | $50.3K | 0.01% | −42−16.6% | Reduced |
| South State Corp. | 213 | $50.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 216 | $51.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 223 | $53.1K | 0.02% | +19+9.3% | Added |
| Anchor Investment Management, LLC | 234 | $55.8K | 0.00% | +6+2.6% | Added |
| HM Payson & Co | 240 | $57.2K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 244 | $58.1K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 243 | $58.2K | 0.00% | +137+129.2% | Added |
| Deseret Mutual Benefit Administrators | 245 | $58.4K | 0.02% | −25−9.3% | Reduced |
| International Assets Investment Management, LLC | 253 | $60.2K | 0.00% | −30−10.6% | Reduced |
| EFG International AG | 263 | $62.7K | 0.00% | +174+195.5% | Added |
| Cary Street Partner Investment Advisory LLC | 266 | $63.4K | 0.01% | +34+14.7% | Added |
| SBI Okasan Asset Management Co.Ltd. | 276 | $65.6K | 0.00% | +28+11.3% | Added |
| Parkside Financial Bank & Trust | 277 | $66.0K | 0.00% | −3−1.1% | Reduced |
| Rialto Wealth Management, LLC | 295 | $70.3K | 0.01% | +4+1.4% | Added |
| Cromwell Holdings LLC | 296 | $71.0K | 0.03% | +14+5.0% | Added |
| TIAA Wealth Investment Management LLC | 300 | $71.5K | 0.00% | +300 | New |
| Avalon Trust Co | 300 | $71.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $71.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 302 | $72.0K | 0.04% | +266+738.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 305 | $72.7K | 0.01% | −1−0.3% | Reduced |
| Walleye Trading LLC | 323 | $77.0K | 0.00% | +125+63.1% | Added |
| Salem Investment Counselors Inc | 327 | $78.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 333 | $79.4K | 0.00% | +3+0.9% | Added |
| Versant Capital Management, Inc | 336 | $80.1K | 0.01% | −90−21.1% | Reduced |
| Global Retirement Partners, LLC | 337 | $80.2K | 0.00% | +337 | New |
| Orion Capital Management LLC | 346 | $82.4K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 350 | $84.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 370 | $88.2K | 0.00% | −5−1.3% | Reduced |
| MCF Advisors LLC | 411 | $98.2K | 0.00% | −44−9.7% | Reduced |
| Los Angeles Capital Management LLC | 415 | $98.9K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 416 | $99.1K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 426 | $101.5K | 0.02% | +41+10.6% | Added |
| Trust Co of Toledo NA | 438 | $104.4K | 0.01% | +55+14.4% | Added |
| PFA Pension, Forsikringsaktieselskab | 447 | $106.5K | 0.00% | −361,019−99.9% | Reduced |
| Umb Bank N A | 457 | $108.9K | 0.00% | +20+4.6% | Added |
| Hantz Financial Services, Inc. | 471 | $112.0K | 0.00% | +94+24.9% | Added |
| Quent Capital, LLC | 475 | $113.2K | 0.01% | −63−11.7% | Reduced |
| Basecamp Wealth Advisors LLC | 478 | $113.9K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 483 | $115.0K | 0.05% | −245−33.7% | Reduced |
| Westpac Banking Corp | 493 | $117.5K | 0.01% | −7,004−93.4% | Reduced |
| First Financial Corp | 500 | $119.1K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 500 | $119.1K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 518 | $123.4K | 0.10% | 00.0% | Unchanged |
