| GeoWealth Management, LLC | 541 | $218.4K | 0.01% | +14+2.7% | Added |
| BankPlus Trust Department | 541 | $217.7K | 0.05% | 00.0% | Unchanged |
| First Western Trust Bank | 540 | $217.3K | 0.01% | +540 | New |
| Sound Income Strategies, LLC | 538 | $216.5K | 0.01% | −78−12.7% | Reduced |
| Asset Dedication, LLC | 537 | $216.1K | 0.01% | −130−19.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 536 | $215.7K | 0.01% | +536 | New |
| Courier Capital LLC | 535 | $215.3K | 0.01% | +535 | New |
| Vectors Research Management, LLC | 535 | $215.3K | 0.06% | +535 | New |
| Wynn Capital, LLC | 535 | $215.3K | 0.10% | +535 | New |
| Altar Rock LLC | 533 | $214.5K | 0.31% | +533 | New |
| WealthPlan Investment Management, LLC | 530 | $213.3K | 0.01% | +530 | New |
| Cullen/Frost Bankers, Inc. | 527 | $212.0K | 0.00% | −130−19.8% | Reduced |
| RWM Asset Management, LLC | 511 | $209.7K | 0.03% | +511 | New |
| Legacy Capital Group California, Inc. | 520 | $209.3K | 0.06% | +520 | New |
| Pflug Koory, LLC | 520 | $209.2K | 0.08% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 518 | $208.6K | 0.02% | +518 | New |
| VestGen Advisors, LLC | 517 | $208.0K | 0.01% | +517 | New |
| Citizens Financial Group Inc | 515 | $207.1K | 0.00% | +515 | New |
| Kornitzer Capital Management Inc | 510 | $205.2K | 0.00% | +510 | New |
| RiverFront Investment Group, LLC | 509 | $204.8K | 0.00% | +509 | New |
| American National Bank | 507 | $204.0K | 0.02% | −10−1.9% | Reduced |
| Werba Rubin Papier Wealth Management | 506 | $203.5K | 0.02% | −126−19.9% | Reduced |
| Personal Cfo Solutions, LLC | 505 | $203.3K | 0.03% | +505 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $202.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 501 | $201.6K | 0.01% | +501 | New |
| Tower Wealth Partners, Inc. | 501 | $201.6K | 0.10% | +501 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 500 | $201.2K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 500 | $201.2K | 0.02% | +500 | New |
| Gabelli Funds LLC | 500 | $201.2K | 0.00% | +500 | New |
| Capital Advantage, Inc. | 500 | $201.2K | 0.02% | +500 | New |
| Per Stirling Capital Management, LLC. | 500 | $201.2K | 0.02% | +500 | New |
| Madden Securities Corp | 500 | $201.2K | 0.06% | +500 | New |
| Measured Wealth Private Client Group, LLC | 498 | $200.4K | 0.05% | 00.0% | Unchanged |
| Tema ETFs LLC | 467 | $187.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 451 | $181.5K | 0.00% | −1−0.2% | Reduced |
| CX Institutional | 447 | $180.0K | 0.01% | +43+10.6% | Added |
| Ameritas Investment Partners, Inc. | 447 | $179.9K | 0.00% | −28−5.9% | Reduced |
| Park Place Capital Corp | 409 | $164.6K | 0.03% | −67−14.1% | Reduced |
| Oakworth Capital, Inc. | 406 | $163.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 405 | $163.1K | 0.07% | −68−14.4% | Reduced |
| Farmers & Merchants Investments Inc | 384 | $154.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 380 | $152.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 376 | $152.0K | 0.09% | +3+0.8% | Added |
| EverSource Wealth Advisors, LLC | 370 | $149.2K | 0.01% | −145−28.2% | Reduced |
| Central Trust Co | 369 | $148.5K | 0.00% | −51−12.1% | Reduced |
| Atlas Capital Advisors LLC | 365 | $146.9K | 0.02% | −192−34.5% | Reduced |
| Hilltop National Bank | 364 | $146.5K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 360 | $145.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 352 | $141.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 350 | $140.8K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 339 | $136.4K | 0.42% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 326 | $131.1K | 0.03% | +3+0.9% | Added |
| Axiom Investment Management LLC | 325 | $130.8K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 324 | $130.7K | 0.01% | +22+7.3% | Added |
| Custom Index Systems, LLC | 301 | $121.1K | 0.04% | +301 | New |
| Penserra Capital Management LLC | 296 | $119.0K | 0.00% | +8+2.8% | Added |
| Webster Bank, N. A. | 293 | $117.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 278 | $112.0K | 0.00% | +55+24.7% | Added |
| Bayforest Capital Ltd | 267 | $107.4K | 0.10% | +13+5.1% | Added |
| Bartlett & Co. Wealth Management LLC | 263 | $105.8K | 0.00% | +3+1.2% | Added |
| Capital Advisors, Ltd. LLC | 240 | $97.0K | 0.01% | −1−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 237 | $95.4K | 0.00% | −355−60.0% | Reduced |
| Bravera Wealth | 232 | $93.4K | 0.04% | −6−2.5% | Reduced |
| Front Row Advisors LLC | 224 | $92.2K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 227 | $91.3K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 226 | $90.9K | 0.06% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 215 | $86.5K | 0.05% | +212+7,066.7% | Added |
| Parkside Financial Bank & Trust | 205 | $82.5K | 0.01% | +47+29.7% | Added |
| Community Financial Services Group, LLC | 200 | $80.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $80.5K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 200 | $80.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 192 | $77.3K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 185 | $74.4K | 0.05% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 170 | $68.4K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 166 | $66.8K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 160 | $64.4K | 0.00% | −78−32.8% | Reduced |
| Truvestments Capital LLC | 151 | $60.9K | 0.01% | −31−17.0% | Reduced |
| Sfam, LLC | 150 | $60.4K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 150 | $60.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 150 | $60.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 148 | $59.6K | 0.03% | +5+3.5% | Added |
| Southern Michigan Bank & Trust | 147 | $59.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 143 | $59.1K | 0.00% | +10+7.5% | Added |
| Deseret Mutual Benefit Administrators | 146 | $58.8K | 0.02% | −5−3.3% | Reduced |
| Harbor Asset Planning, Inc. | 146 | $58.8K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 144 | $57.9K | 0.00% | +83+136.1% | Added |
| Colonial Trust Co | 143 | $57.5K | 0.01% | +59+70.2% | Added |
| Alpine Bank Wealth Management | 141 | $56.7K | 0.01% | +141 | New |
| Onefund, LLC | 139 | $55.9K | 0.03% | −3−2.1% | Reduced |
| Index Technologies Group LLC | 137 | $55.1K | 0.04% | +137 | New |
| ZRC Wealth Management, LLC | 131 | $52.7K | 0.02% | +116+773.3% | Added |
| Lloyd Advisory Services, LLC. | 125 | $50.5K | 0.02% | +40+47.1% | Added |
| True Wealth Design, LLC | 122 | $49.1K | 0.01% | +25+25.8% | Added |
| Institute for Wealth Management, LLC. | 117 | $47.1K | 0.00% | +117 | New |
| Cary Street Partners Financial LLC | 116 | $46.7K | 0.00% | −12−9.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 112 | $45.1K | 0.01% | +48+75.0% | Added |
| Quent Capital, LLC | 110 | $44.3K | 0.00% | +1+0.9% | Added |
| Clearstead Advisors, LLC | 109 | $43.9K | 0.00% | +52+91.2% | Added |
| Manchester Capital Management LLC | 106 | $42.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 106 | $42.7K | 0.00% | +6+6.0% | Added |
