| Princeton Global Asset Management LLC | 25 | $12.1K | 0.00% | −61−70.9% | Reduced |
| Creekmur Asset Management LLC | 25 | $12.1K | 0.00% | −6−19.4% | Reduced |
| Independence Bank of Kentucky | 25 | $12.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 27 | $13.1K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 27 | $13.1K | 0.01% | +27 | New |
| High Note Wealth, LLC | 28 | $13.6K | 0.00% | +28 | New |
| Acima Private Wealth, LLC | 29 | $14.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 29 | $14.1K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 29 | $14.1K | 0.00% | +29 | New |
| State of Wyoming | 30 | $14.6K | 0.00% | +4+15.4% | Added |
| WealthCollab, LLC | 30 | $14.6K | 0.01% | +15+100.0% | Added |
| Birchbrook, Inc. | 32 | $15.5K | 0.01% | +32 | New |
| TSFG, LLC | 32 | $16.0K | 0.00% | −24−42.9% | Reduced |
| Harbor Investment Advisory, LLC | 33 | $16.0K | 0.00% | +2+6.5% | Added |
| Sunbelt Securities, Inc. | 34 | $16.5K | 0.00% | −82−70.7% | Reduced |
| Asset Dedication, LLC | 36 | $17.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 36 | $17.5K | 0.00% | +4+12.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $18.0K | 0.00% | −7−15.9% | Reduced |
| Glen Eagle Advisors, LLC | 37 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $18.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $18.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $19.4K | 0.01% | −8−16.7% | Reduced |
| Cetera Trust Company, N.A | 41 | $19.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 43 | $20.9K | 0.01% | +43 | New |
| Grove Bank & Trust | 44 | $21.4K | 0.00% | +12+37.5% | Added |
| Fedenia Advisers LLC | 46 | $22.3K | 0.01% | +46 | New |
| ORG Partners LLC | 48 | $23.3K | 0.00% | +5+11.6% | Added |
| Pacifica Partners Inc. | 50 | $24.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $24.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 51 | $24.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 53 | $25.7K | 0.01% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 55 | $26.7K | 0.02% | +55 | New |
| LGT Financial Advisors LLC | 57 | $27.7K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $28.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 60 | $29.1K | 0.03% | +60 | New |
| Ameriflex Group, Inc. | 56 | $29.4K | 0.01% | +56 | New |
| Caitlin John, LLC | 61 | $29.6K | 0.02% | +6+10.9% | Added |
| Activest Wealth Management | 63 | $30.4K | 0.01% | −3−4.5% | Reduced |
| GW&K Investment Management, LLC | 63 | $31.0K | 0.00% | −6−8.7% | Reduced |
| Lowe Wealth Advisors, LLC | 65 | $31.5K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 67 | $32.5K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 68 | $33.0K | 0.02% | +68 | New |
| Atlas Capital Advisors LLC | 69 | $33.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 69 | $33.5K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 70 | $34.0K | 0.03% | +70 | New |
| ZRC Wealth Management, LLC | 70 | $34.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 71 | $34.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 78 | $37.9K | 0.00% | −36−31.6% | Reduced |
| Tortoise Investment Management, LLC | 79 | $38.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 80 | $38.8K | 0.03% | +80 | New |
| South State Corp. | 82 | $39.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 83 | $40.3K | 0.02% | +2+2.5% | Added |
| Fairscale Capital, LLC | 84 | $40.8K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 86 | $41.0K | 0.03% | −14−14.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 86 | $41.8K | 0.01% | +18+26.5% | Added |
| Ulland Investment Advisors, LLC | 86 | $42.0K | 0.03% | −20−18.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 90 | $43.7K | 0.00% | −12−11.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 90 | $44.0K | 0.02% | +20+28.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 94 | $45.6K | 0.02% | +36+62.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $47.6K | 0.01% | +33+50.8% | Added |
| Washington Trust Advisors, Inc. | 100 | $48.4K | 0.00% | +15+17.6% | Added |
| Laurel Wealth Advisors LLC | 103 | $50.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 104 | $50.5K | 0.00% | −112−51.9% | Reduced |
| Farmers & Merchants Investments Inc | 104 | $50.5K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 105 | $51.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 105 | $51.0K | 0.01% | +105 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 107 | $51.9K | 0.10% | +26+32.1% | Added |
| Keener Financial Planning LLC | 108 | $52.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 110 | $53.4K | 0.01% | −10−8.3% | Reduced |
| Versant Capital Management, Inc | 113 | $54.8K | 0.01% | +59+109.3% | Added |
| Creative Financial Designs Inc | 116 | $56.3K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 120 | $58.2K | 0.02% | +120 | New |
| Clear Investment Research, LLC | 125 | $60.7K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 127 | $61.6K | 0.00% | +4+3.3% | Added |
| Center for Financial Planning, Inc. | 136 | $66.0K | 0.01% | +136 | New |
| Capital Advisors, Ltd. LLC | 138 | $67.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 142 | $68.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 144 | $69.9K | 0.01% | −3−2.0% | Reduced |
| Golden State Wealth Management, LLC | 145 | $70.4K | 0.01% | +145 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $72.8K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 151 | $73.3K | 0.00% | −250−62.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 154 | $75.1K | 0.00% | +129+516.0% | Added |
| Tobam | 165 | $80.0K | 0.02% | −54−24.7% | Reduced |
| Arlington Trust Co LLC | 166 | $80.6K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 171 | $82.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 170 | $82.5K | 0.00% | +1+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 175 | $84.9K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 193 | $94.0K | 0.05% | −6,252−97.0% | Reduced |
| Bell Investment Advisors, Inc | 200 | $97.1K | 0.02% | −3−1.5% | Reduced |
| St Germain D J Co Inc | 201 | $97.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 212 | $102.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 218 | $105.8K | 0.09% | −3−1.4% | Reduced |
| Rakuten Securities, Inc. | 220 | $106.8K | 0.04% | +6+2.8% | Added |
| Berbice Capital Management LLC | 220 | $106.8K | 0.09% | +220 | New |
| General Partner, Inc. | 223 | $108.2K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 227 | $110.0K | 0.00% | +145+176.8% | Added |
| Smithfield Trust Co | 233 | $113.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 246 | $119.4K | 0.00% | +246 | New |
| Raleigh Capital Management Inc. | 250 | $121.3K | 0.05% | −124−33.2% | Reduced |
| Riverview Trust Co | 255 | $123.8K | 0.11% | −4−1.5% | Reduced |