| Concord Wealth Partners | 101 | $47.5K | 0.01% | +1+1.0% | Added |
| Jamison Private Wealth Management, Inc. | 103 | $48.4K | 0.01% | +22+27.2% | Added |
| Asset Dedication, LLC | 118 | $55.5K | 0.00% | +92+353.8% | Added |
| Uncommon Cents Investing LLC | 120 | $56.4K | 0.02% | +120 | New |
| Creekmur Asset Management LLC | 129 | $60.6K | 0.01% | −578−81.8% | Reduced |
| FinTrust Capital Advisors, LLC | 129 | $60.6K | 0.01% | −11−7.9% | Reduced |
| Huntington National Bank | 134 | $63.0K | 0.00% | −16−10.7% | Reduced |
| Harvest Fund Management Co., Ltd | 134 | $63.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $65.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 159 | $74.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 176 | $82.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $84.6K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 183 | $86.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 197 | $92.9K | 0.01% | +128+185.5% | Added |
| Clearstead Advisors, LLC | 199 | $93.6K | 0.00% | +100+101.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 215 | $101.0K | 0.03% | −6−2.7% | Reduced |
| Addison Advisors LLC | 217 | $102.0K | 0.03% | +26+13.6% | Added |
| FNY Investment Advisers, LLC | 220 | $103.0K | 0.05% | +220 | New |
| Jaffetilchin Investment Partners, LLC | 237 | $111.5K | 0.01% | +237 | New |
| Allworth Financial LP | 242 | $113.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 244 | $114.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 254 | $119.4K | 0.02% | −4−1.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 270 | $127.0K | 0.08% | +270 | New |
| Strategic Investment Solutions, Inc. | 271 | $127.4K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 280 | $131.6K | 0.01% | +243+656.8% | Added |
| City State Bank | 285 | $134.0K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 299 | $140.6K | 0.00% | −22−6.9% | Reduced |
| Western Pacific Wealth Management, LP | 305 | $143.4K | 0.10% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 314 | $147.6K | 0.00% | +314 | New |
| Umb Bank N A | 320 | $150.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 323 | $151.8K | 0.10% | 00.0% | Unchanged |
| Sachetta, LLC | 332 | $156.1K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 358 | $168.3K | 0.00% | −12−3.2% | Reduced |
| Future Financial Wealth Managment LLC | 400 | $188.0K | 0.13% | +400 | New |
| Rakuten Securities, Inc. | 403 | $189.5K | 0.08% | −88−17.9% | Reduced |
| EverSource Wealth Advisors, LLC | 416 | $195.6K | 0.01% | +25+6.4% | Added |
| Global Retirement Partners, LLC | 426 | $200.3K | 0.01% | −80−15.8% | Reduced |
| Platform Technology Partners | 432 | $202.0K | 0.06% | +432 | New |
| RMR Wealth Builders | 435 | $204.4K | 0.02% | +435 | New |
| Icon Wealth Advisors, LLC | 436 | $205.0K | 0.02% | +34+8.5% | Added |
| Walkner Condon Financial Advisors LLC | 437 | $205.4K | 0.04% | −63−12.6% | Reduced |
| Clarius Group, LLC | 440 | $206.8K | 0.01% | +440 | New |
| Westover Capital Advisors, LLC | 442 | $207.8K | 0.04% | +442 | New |
| Flagship Harbor Advisors, LLC | 446 | $209.9K | 0.01% | +446 | New |
| Savant Capital, LLC | 447 | $210.1K | 0.00% | +447 | New |
| Insight Advisors, LLC | 452 | $212.5K | 0.04% | +452 | New |
| LGT Fund Management Co Ltd. | 460 | $212.6K | 0.02% | +460 | New |
| Simon Quick Advisors, LLC | 453 | $212.8K | 0.01% | +453 | New |
| American Financial Advisors, LLC | 455 | $213.9K | 0.03% | +455 | New |
| Wedmont Private Capital | 477 | $214.4K | 0.01% | +477 | New |
| Pring Turner Capital Group Inc | 464 | $218.1K | 0.14% | +464 | New |
| Mill Creek Capital Advisors, LLC | 464 | $218.1K | 0.01% | +464 | New |
| Five Oceans Advisors | 466 | $219.1K | 0.10% | +466 | New |
| RB Capital Management, LLC | 468 | $219.5K | 0.05% | +468 | New |
| Kovitz Investment Group Partners, LLC | 713 | $219.8K | 0.00% | +713 | New |
| NEOS Investment Management LLC | 469 | $220.5K | 0.01% | −129−21.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 473 | $222.2K | 0.00% | +99+26.5% | Added |
| AlphaStar Capital Management, LLC | 473 | $222.4K | 0.02% | −84−15.1% | Reduced |
| Ritholtz Wealth Management | 476 | $223.8K | 0.01% | +476 | New |
| Park Place Capital Corp | 478 | $224.7K | 0.06% | −2−0.4% | Reduced |
| Tiaa Trust, National Association | 478 | $224.7K | 0.00% | +478 | New |
| Obermeyer Wood Investment Counsel, LLLP | 485 | $228.0K | 0.01% | +485 | New |
| Ewa, LLC | 518 | $228.0K | 0.08% | +32+6.6% | Added |
| Wealthcare Advisory Partners LLC | 486 | $228.3K | 0.01% | +486 | New |
| Csenge Advisory Group | 489 | $229.4K | 0.01% | +489 | New |
| HB Wealth Management, LLC | 494 | $232.2K | 0.00% | +494 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 500 | $235.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 500 | $235.0K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 500 | $235.1K | 0.01% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 500 | $235.1K | 0.11% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 501 | $235.5K | 0.14% | +6+1.2% | Added |
| Essex Financial Services, Inc. | 493 | $235.9K | 0.02% | +6+1.2% | Added |
| Sage Mountain Advisors LLC | 507 | $238.3K | 0.02% | +507 | New |
| Glenview Trust Co | 508 | $238.8K | 0.00% | +8+1.6% | Added |
| Ironsides Asset Advisors, LLC | 516 | $242.6K | 0.07% | +516 | New |
| Cozad Asset Management Inc | 520 | $243.5K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 519 | $244.0K | 0.00% | +3+0.6% | Added |
| Harbert Fund Advisors, Inc. | 525 | $246.8K | 0.20% | −725−58.0% | Reduced |
| OneAscent Financial Services LLC | 525 | $247.0K | 0.18% | +4+0.8% | Added |
| Contravisory Investment Management, Inc. | 527 | $247.7K | 0.05% | +9+1.7% | Added |
| Marest Capital, LLC | 528 | $248.1K | 0.21% | −10−1.9% | Reduced |
| Legacy Capital Group California, Inc. | 530 | $249.2K | 0.08% | +9+1.7% | Added |
| Strategy Asset Managers LLC | 535 | $251.5K | 0.05% | +535 | New |
| Busey Wealth Management | 538 | $252.9K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 539 | $253.4K | 0.02% | −23−4.1% | Reduced |
| Prospera Financial Services Inc | 546 | $256.7K | 0.01% | +546 | New |
| Steel Peak Wealth Management LLC | 554 | $260.4K | 0.01% | +20+3.7% | Added |
| PDS Planning, Inc | 562 | $264.2K | 0.02% | −189−25.2% | Reduced |
| Citizens Financial Group Inc | 566 | $266.1K | 0.01% | +6+1.1% | Added |
| QRG Capital Management, Inc. | 569 | $267.4K | 0.00% | +569 | New |
| Lindbrook Capital, LLC | 573 | $269.4K | 0.02% | +78+15.8% | Added |
| Circle Wealth Management, LLC | 574 | $269.8K | 0.01% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 577 | $271.3K | 0.13% | 00.0% | Unchanged |
| Norden Group LLC | 579 | $272.2K | 0.03% | +579 | New |
| Boston Family Office LLC | 582 | $274.0K | 0.02% | −50−7.9% | Reduced |
| NorthRock Partners, LLC | 584 | $274.5K | 0.01% | −1−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 590 | $277.4K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 590 | $277.4K | 0.03% | +211+55.7% | Added |
| Axxcess Wealth Management, LLC | 601 | $282.5K | 0.01% | +101+20.2% | Added |
| CWM, LLC | 601 | $283.0K | 0.00% | −2−0.3% | Reduced |
