| Advanced Research Investment Solutions, LLC | 284 | $100.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 283 | $100.0K | 0.04% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 283 | $100.0K | 0.05% | +283 | New |
| PrairieView Partners, LLC | 279 | $98.0K | 0.01% | +249+830.0% | Added |
| Sandy Cove Advisors, LLC | 279 | $98.0K | 0.08% | +279 | New |
| First Pacific Advisors, LP | 275 | $97.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 275 | $97.0K | 0.02% | +227+472.9% | Added |
| Riverview Trust Co | 267 | $94.0K | 0.06% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 262 | $92.0K | 0.00% | −105,366−99.8% | Reduced |
| Reilly Financial Advisors, LLC | 257 | $90.0K | 0.01% | +7+2.8% | Added |
| Covestor Ltd | 250 | $88.0K | 0.12% | +250 | New |
| Delta Asset Management LLC | 246 | $87.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 240 | $84.5K | 0.06% | 00.0% | Unchanged |
| RE Advisers Corp | 237 | $83.0K | 0.00% | +54+29.5% | Added |
| Cassady Schiller Wealth Management, LLC | 234 | $82.0K | 0.05% | +234 | New |
| Creative Financial Designs Inc | 230 | $81.0K | 0.01% | −243−51.4% | Reduced |
| Baldwin Brothers Inc | 225 | $79.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 225 | $79.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 223 | $79.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 220 | $77.0K | 0.03% | +17+8.4% | Added |
| Confluence Wealth Services, Inc. | 216 | $76.0K | 0.02% | +216 | New |
| Oakworth Capital, Inc. | 210 | $74.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 207 | $73.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $72.0K | 0.02% | – | – |
| Farmers & Merchants Investments Inc | 202 | $71.0K | 0.00% | +21+11.6% | Added |
| JFS Wealth Advisors, LLC | 189 | $67.0K | 0.01% | +24+14.5% | Added |
| BDO Wealth Advisors, LLC | 172 | $61.0K | 0.01% | +31+22.0% | Added |
| Heritage Wealth Advisors | 168 | $59.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 167 | $58.0K | 0.01% | +99+145.6% | Added |
| Tacita Capital Inc | 160 | $56.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $56.0K | 0.01% | +159 | New |
| McIlrath & Eck, LLC | 156 | $55.0K | 0.01% | +5+3.3% | Added |
| Eagle Bay Advisors LLC | 154 | $54.0K | 0.04% | −33−17.6% | Reduced |
| Kessler Investment Group, LLC | 150 | $53.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 151 | $53.0K | 0.01% | +1+0.7% | Added |
| Crescent Capital Consulting, LLC | 150 | $53.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $52.8K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 149 | $52.0K | 0.00% | −16−9.7% | Reduced |
| Capstone Investment Advisors, LLC | 144 | $51.0K | 0.00% | −13,226−98.9% | Reduced |
| Cambridge Trust Co | 146 | $51.0K | 0.00% | +146 | New |
| SJS Investment Consulting Inc. | 140 | $49.0K | 0.01% | +140 | New |
| Patriot Financial Group Insurance Agency, LLC | 133 | $47.0K | 0.01% | −1−0.7% | Reduced |
| First Manhattan Co | 132 | $46.0K | 0.00% | +132 | New |
| Horan Securities, Inc. | 128 | $45.0K | 0.03% | +128 | New |
| Cornerstone Advisory, LLC | 126 | $44.0K | 0.01% | +126 | New |
| Field & Main Bank | 120 | $42.0K | 0.02% | −75−38.5% | Reduced |
| O'Dell Group, LLC | 120 | $42.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 117 | $41.0K | 0.01% | −129−52.4% | Reduced |
| GeoWealth Management, LLC | 119 | $41.0K | 0.00% | +119 | New |
| DB Fitzpatrick & Co, Inc | 117 | $41.0K | 0.04% | +117 | New |
| Halpern Financial, Inc. | 114 | $40.1K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 114 | $40.1K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 106 | $37.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 99 | $35.0K | 0.01% | +99 | New |
| Adirondack Trust Co | 90 | $32.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 87 | $31.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 89 | $31.0K | 0.02% | +89 | New |
| Sutton Wealth Advisors Inc. | 88 | $31.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 82 | $29.0K | 0.00% | +1+1.2% | Added |
| Leonteq Securities AG | 81 | $28.5K | 0.00% | −100−55.2% | Reduced |
| Lloyd Advisory Services, LLC. | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 78 | $27.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 78 | $27.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 78 | $27.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 77 | $27.0K | 0.00% | +43+126.5% | Added |
| Concord Wealth Partners | 76 | $27.0K | 0.01% | +44+137.5% | Added |
| Kings Point Capital Management | 76 | $27.0K | 0.00% | +76 | New |
| Sound Income Strategies, LLC | 75 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $25.0K | 0.01% | −21−23.1% | Reduced |
| Motco | 72 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 72 | $25.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 71 | $25.0K | 0.00% | +11+18.3% | Added |
| Bedel Financial Consulting, Inc. | 72 | $25.0K | 0.01% | +12+20.0% | Added |
| Amplius Wealth Advisors, LLC | 72 | $25.0K | 0.00% | +72 | New |
| Financial Avengers, Inc. | 70 | $24.0K | 0.01% | +1+1.4% | Added |
| Valley National Advisers Inc | 69 | $24.0K | 0.00% | +11+19.0% | Added |
| Lee Financial Co | 65 | $23.0K | 0.00% | +65 | New |
| High Net Worth Advisory Group LLC | 66 | $23.0K | 0.01% | +66 | New |
| RPg Family Wealth Advisory, LLC | 63 | $22.2K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 65 | $22.0K | 0.00% | +65 | New |
| IAG Wealth Partners, LLC | 60 | $21.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $21.0K | 0.01% | +60 | New |
| Raffa Wealth Management, LLC | 57 | $20.1K | 0.01% | +15+35.7% | Added |
| Stephens Consulting, LLC | 57 | $20.1K | 0.02% | +57 | New |
| FinTrust Capital Advisors, LLC | 53 | $19.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 54 | $19.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 72 | $19.0K | 0.01% | +72 | New |
| Carolinas Wealth Consulting LLC | 51 | $18.0K | 0.00% | +11+27.5% | Added |
| Institutional & Family Asset Management, LLC | 48 | $17.0K | 0.00% | −150−75.8% | Reduced |
| Westchester Capital Management, Inc. | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $16.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 47 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 43 | $15.0K | 0.00% | +43 | New |
| Essex Investment Management Co LLC | 36 | $13.0K | 0.00% | −24−40.0% | Reduced |
| Lenox Wealth Advisors, LLC | 36 | $13.0K | 0.00% | +9+33.3% | Added |
| Country Trust Bank | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
