| PUREfi Wealth, LLC | 1,178 | $298.1K | 0.16% | +1,178 | New |
| Moody Aldrich Partners LLC | 1,176 | $297.6K | 0.05% | −45,830−97.5% | Reduced |
| Turner Financial Group, Inc. | 1,162 | $294.1K | 0.29% | +1,162 | New |
| Advisors Capital Management, LLC | 1,149 | $290.8K | 0.00% | +1,149 | New |
| Foundations Investment Advisors, LLC | 1,136 | $287.5K | 0.00% | +1,136 | New |
| Caitong International Asset Management Co., Ltd | 1,122 | $284.0K | 0.04% | +948+544.8% | Added |
| Connecticut Capital Management Group, LLC | 1,118 | $282.9K | 0.23% | +1,118 | New |
| Capstone Investment Advisors, LLC | 1,104 | $279.4K | 0.00% | +1,104 | New |
| Winton Group Ltd | 1,100 | $278.4K | 0.01% | +1,100 | New |
| Crestwood Advisors Group LLC | 1,086 | $274.8K | 0.00% | +1,086 | New |
| Brady Martz Wealth Solutions, LLC | 1,076 | $272.3K | 0.04% | +1,076 | New |
| US Bancorp | 1,025 | $259.4K | 0.00% | −674−39.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,021 | $258.4K | 0.00% | +1,021 | New |
| PDS Planning, Inc | 1,004 | $254.1K | 0.01% | +1,004 | New |
| Marathon Partners Equity Management, LLC | 1,000 | $253.1K | 0.25% | +1,000 | New |
| Shay Capital LLC | 1,000 | $253.1K | 0.03% | +1,000 | New |
| Cross Staff Investments Inc | 1,000 | $253.1K | 0.15% | +1,000 | New |
| WealthCare Investment Partners, LLC | 994 | $251.6K | 0.06% | +994 | New |
| QRG Capital Management, Inc. | 993 | $251.3K | 0.00% | +993 | New |
| Caxton Associates LLP | 988 | $250.0K | 0.00% | +988 | New |
| American Trust | 945 | $239.2K | 0.02% | +945 | New |
| Citizens Financial Group Inc | 943 | $238.7K | 0.00% | +943 | New |
| Sovran Advisors, LLC | 1,369 | $236.1K | 0.02% | +91+7.1% | Added |
| Axq Capital, LP | 918 | $232.3K | 0.03% | +918 | New |
| Dynamic Advisor Solutions LLC | 906 | $229.3K | 0.01% | +906 | New |
| Sigma Planning Corp | 896 | $226.7K | 0.01% | +896 | New |
| BankChampaign, National Association | 893 | $226.0K | 0.17% | +893 | New |
| Prudent Investors Network | 892 | $225.7K | 0.04% | +892 | New |
| Hennion & Walsh Asset Management, Inc. | 888 | $224.7K | 0.01% | +888 | New |
| Interchange Capital Partners, LLC | 888 | $224.7K | 0.04% | +888 | New |
| Polen Capital Management LLC | 886 | $224.2K | 0.00% | +886 | New |
| Valeo Financial Advisors, LLC | 885 | $223.9K | 0.00% | +885 | New |
| Chicago Partners Investment Group LLC | 1,011 | $221.0K | 0.00% | +1,011 | New |
| Quantum Financial Advisors, LLC | 866 | $219.2K | 0.02% | +866 | New |
| Callan Family Office, LLC | 863 | $218.4K | 0.00% | +863 | New |
| PFG Investments, LLC | 858 | $217.1K | 0.01% | +858 | New |
| West Michigan Advisors, LLC | 850 | $215.1K | 0.04% | +850 | New |
| Rafferty Asset Management, LLC | 844 | $213.6K | 0.00% | +844 | New |
| United Advisor Group, LLC | 841 | $212.8K | 0.02% | +841 | New |
| Versant Capital Management, Inc | 837 | $211.8K | 0.02% | −115−12.1% | Reduced |
| Baird Financial Group, Inc. | 830 | $210.1K | 0.00% | +830 | New |
| Resonant Capital Advisors, LLC | 829 | $209.8K | 0.01% | +829 | New |
| Cozad Asset Management Inc | 820 | $207.5K | 0.01% | +820 | New |
| Avestar Capital, LLC | 800 | $202.5K | 0.01% | −770−49.0% | Reduced |
| State of Wyoming | 789 | $199.7K | 0.02% | −116−12.8% | Reduced |
| Signaturefd, LLC | 766 | $193.9K | 0.00% | +19+2.5% | Added |
| Smartleaf Asset Management LLC | 794 | $190.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 731 | $185.0K | 0.00% | −563−43.5% | Reduced |
| SRS Capital Advisors, Inc. | 691 | $174.9K | 0.00% | +480+227.5% | Added |
| Bayforest Capital Ltd | 666 | $168.6K | 0.16% | +666 | New |
| Umb Bank N A | 572 | $144.8K | 0.00% | +284+98.6% | Added |
| Parallel Advisors, LLC | 500 | $126.5K | 0.00% | −63−11.2% | Reduced |
| Persistent Asset Partners Ltd | 474 | $120.0K | 0.04% | +474 | New |
| AlphaCentric Advisors LLC | 464 | $117.4K | 0.10% | +464 | New |
| EverSource Wealth Advisors, LLC | 460 | $116.4K | 0.00% | −588−56.1% | Reduced |
| USA Financial Formulas | 423 | $107.1K | 0.02% | +423 | New |
| Tokio Marine Asset Management Co Ltd | 406 | $102.8K | 0.00% | +406 | New |
| Graticule Asia Macro Advisors LLC | 373 | $94.4K | 0.01% | +373 | New |
| Nomura Asset Management Co Ltd | 333 | $84.3K | 0.00% | −257−43.6% | Reduced |
| International Assets Investment Management, LLC | 340 | $83.8K | 0.01% | −400−54.1% | Reduced |
| Clear Street Markets LLC | 315 | $79.7K | 0.02% | +315 | New |
| Strategic Wealth Partners, Ltd. | 307 | $77.7K | 0.00% | +7+2.3% | Added |
| CoreCap Advisors, LLC | 300 | $75.9K | 0.00% | +300 | New |
| Measured Wealth Private Client Group, LLC | 286 | $72.4K | 0.02% | −227−44.2% | Reduced |
| Parkside Financial Bank & Trust | 260 | $65.8K | 0.00% | −52−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 204 | $51.6K | 0.00% | −461−69.3% | Reduced |
| Huntington National Bank | 202 | $51.1K | 0.00% | +186+1,162.5% | Added |
| Central Trust Co | 197 | $49.9K | 0.00% | −2−1.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 197 | $49.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 196 | $49.6K | 0.00% | +196 | New |
| Gen-Wealth Partners Inc | 191 | $48.3K | 0.01% | +191 | New |
| Fourth Dimension Wealth, LLC | 187 | $47.3K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 187 | $47.3K | 0.00% | +187 | New |
| Robinswood Financial LLC | 181 | $45.8K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 176 | $45.0K | 0.00% | −14−7.4% | Reduced |
| Bare Financial Services, Inc | 169 | $42.8K | 0.01% | +62+57.9% | Added |
| Harbour Investments, Inc. | 163 | $41.3K | 0.00% | −47−22.4% | Reduced |
| Action Point Financial Planning, LLC | 158 | $38.7K | 0.00% | +158 | New |
| MCF Advisors LLC | 146 | $37.0K | 0.00% | +140+2,333.3% | Added |
| N.E.W. Advisory Services LLC | 144 | $36.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 140 | $35.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 138 | $34.9K | 0.00% | +138 | New |
| Pinnacle Wealth Planning Services, Inc. | 129 | $32.6K | 0.00% | −1,007−88.6% | Reduced |
| GWM Advisors LLC | 128 | $32.4K | 0.00% | +128 | New |
| Keating Financial Advisory Services, Inc. | 122 | $30.9K | 0.00% | −44−26.5% | Reduced |
| J.Safra Asset Management Corp | 118 | $29.9K | 0.00% | −3−2.5% | Reduced |
| Private Wealth Asset Management, LLC | 111 | $28.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 107 | $27.1K | 0.00% | −9−7.8% | Reduced |
| First Horizon Corp | 105 | $26.6K | 0.00% | +7+7.1% | Added |
| Whittier Trust Co of Nevada Inc | 127 | $26.1K | 0.00% | −41−24.4% | Reduced |
| Massmutual Trust Co FSB | 103 | $26.1K | 0.00% | +25+32.1% | Added |
| Covestor Ltd | 103 | $26.0K | 0.02% | +30+41.1% | Added |
| Spire Wealth Management | 101 | $25.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $25.3K | 0.00% | −4−3.8% | Reduced |
| Danske Bank A/S | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $25.3K | 0.00% | +100 | New |
| Basecamp Wealth Advisors LLC | 99 | $25.1K | 0.00% | +6+6.5% | Added |
| CVA Family Office, LLC | 93 | $23.5K | 0.00% | +75+416.7% | Added |
| JFS Wealth Advisors, LLC | 90 | $22.8K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 90 | $22.8K | 0.00% | +37+69.8% | Added |
