| Koshinski Asset Management, Inc. | 571 | $223.8K | 0.01% | +571 | New |
| Intellus Advisors LLC | 571 | $223.7K | 0.03% | +571 | New |
| Creative Financial Designs Inc | 566 | $221.8K | 0.01% | +81+16.7% | Added |
| Claris Advisors, LLC | 563 | $220.6K | 0.07% | +563 | New |
| Cary Street Partners Financial LLC | 562 | $220.2K | 0.01% | +32+6.0% | Added |
| Main Street Financial Solutions, LLC | 562 | $220.2K | 0.02% | +562 | New |
| Flatrock Wealth Partners LLC | 561 | $220.1K | 0.10% | +561 | New |
| Markin Volterra Fund LP | 561 | $219.8K | 2.05% | +561 | New |
| VectorGlobal IAG, Inc. | 560 | $219.4K | 0.06% | +560 | New |
| Basecamp Wealth Advisors LLC | 559 | $219.0K | 0.05% | +55+10.9% | Added |
| Interchange Capital Partners, LLC | 637 | $218.4K | 0.07% | −214−25.1% | Reduced |
| Cloud Capital Management, LLC | 556 | $218.0K | 0.10% | +556 | New |
| MONECO Advisors, LLC | 555 | $217.5K | 0.02% | +555 | New |
| Taylor & Morgan Wealth Management, LLC | 554 | $217.0K | 0.12% | +554 | New |
| Central Trust Co | 553 | $216.6K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 553 | $216.6K | 0.01% | +553 | New |
| Meredith Wealth Planning | 552 | $216.2K | 0.06% | +552 | New |
| Perkins Capital Management Inc | 550 | $215.5K | 0.20% | +550 | New |
| Edgestream Partners, L.P. | 550 | $215.5K | 0.01% | +550 | New |
| Magnolia Private Wealth, LLC | 549 | $215.1K | 0.14% | +549 | New |
| Holderness Investments Co | 544 | $213.1K | 0.04% | +544 | New |
| Summitry LLC | 539 | $211.2K | 0.01% | +539 | New |
| SlateStone Wealth, LLC | 539 | $211.0K | 0.02% | +539 | New |
| Five Oceans Advisors | 537 | $210.4K | 0.08% | +537 | New |
| HighPoint Advisor Group LLC | 534 | $209.2K | 0.01% | −1,501−73.8% | Reduced |
| Belpointe Asset Management LLC | 531 | $208.3K | 0.01% | +531 | New |
| Pines Wealth Management, LLC | 530 | $207.6K | 0.07% | +530 | New |
| Harbor Advisory Corp | 527 | $206.5K | 0.06% | +527 | New |
| WealthTrust Asset Management, LLC | 525 | $205.7K | 0.12% | +525 | New |
| Investment Research Partners LLC | 525 | $205.7K | 0.08% | +525 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 525 | $205.6K | 0.00% | −21−3.8% | Reduced |
| Red Door Wealth Management, LLC | 523 | $204.9K | 0.02% | +523 | New |
| OneAscent Financial Services LLC | 522 | $204.5K | 0.01% | −441−45.8% | Reduced |
| Seven Mile Advisory | 519 | $203.3K | 0.15% | −256−33.0% | Reduced |
| Sageworth Trust Co | 517 | $202.5K | 0.01% | +517 | New |
| Rockbridge Investment Management, LCC | 516 | $202.1K | 0.02% | +516 | New |
| Farmers Trust Co | 514 | $201.4K | 0.03% | +514 | New |
| Knightsbridge Asset Management, LLC | 514 | $201.4K | 0.03% | +514 | New |
| Intentional Wealth Strategies, LLC | 514 | $201.4K | 0.19% | +514 | New |
| First Affirmative Financial Network | 512 | $200.5K | 0.08% | +512 | New |
| Simplicity Wealth,LLC | 511 | $200.3K | 0.01% | +511 | New |
| Versant Capital Management, Inc | 507 | $198.6K | 0.02% | +131+34.8% | Added |
| Bogart Wealth, LLC | 485 | $190.0K | 0.01% | +4+0.8% | Added |
| GW&K Investment Management, LLC | 454 | $178.0K | 0.00% | +1+0.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 452 | $177.1K | 0.02% | +11+2.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 440 | $172.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 424 | $166.1K | 0.01% | +9+2.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 443 | $160.6K | 0.01% | +443 | New |
| PFS Partners, LLC | 406 | $159.2K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 406 | $159.1K | 0.04% | −25−5.8% | Reduced |
| Financial Management Professionals, Inc. | 400 | $157.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 395 | $154.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 393 | $154.1K | 0.01% | +326+486.6% | Added |
| MV Capital Management, Inc. | 392 | $153.6K | 0.02% | +220+127.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $148.9K | 0.05% | −50−11.6% | Reduced |
| Gen-Wealth Partners Inc | 376 | $147.3K | 0.05% | +20+5.6% | Added |
| True Wealth Design, LLC | 376 | $147.3K | 0.04% | +116+44.6% | Added |
| Centaurus Financial, Inc. | 372 | $146.0K | 0.01% | −130−25.9% | Reduced |
| Fourth Dimension Wealth, LLC | 365 | $143.0K | 0.05% | +47+14.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 351 | $137.7K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 350 | $137.1K | 0.06% | +350 | New |
| Pittenger & Anderson Inc | 345 | $135.2K | 0.01% | +300+666.7% | Added |
| First Horizon Corp | 338 | $132.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 337 | $132.0K | 0.02% | +2+0.6% | Added |
| Essential Partners LLC | 336 | $131.7K | 0.04% | +5+1.5% | Added |
| Ancora Advisors, LLC | 326 | $127.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 325 | $127.3K | 0.00% | +29+9.8% | Added |
| Van Eck Associates Corp | 320 | $125.0K | 0.00% | +87+37.3% | Added |
| Albion Financial Group | 317 | $124.2K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 317 | $124.2K | 0.06% | +317 | New |
| HM Payson & Co | 309 | $121.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 308 | $120.7K | 0.07% | +308 | New |
| NBC Securities, Inc. | 296 | $116.0K | 0.01% | +24+8.8% | Added |
| DT Investment Partners, LLC | 293 | $114.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 280 | $109.7K | 0.03% | +280 | New |
| Global Assets Advisory, LLC | 263 | $103.0K | 0.03% | +263 | New |
| West Branch Capital LLC | 257 | $100.7K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 257 | $100.7K | 0.02% | −39−13.2% | Reduced |
| Spence Asset Management | 252 | $99.0K | 0.03% | +252 | New |
| Vermillion Wealth Management, Inc. | 244 | $95.6K | 0.04% | +17+7.5% | Added |
| Cornerstone Planning Group LLC | 124 | $95.0K | 0.01% | +3+2.5% | Added |
| Bullock Wealth Management Group | 219 | $92.7K | 0.05% | +219 | New |
| Rossby Financial, LCC | 203 | $85.9K | 0.02% | +5+2.5% | Added |
| MBM Wealth Consultants, LLC | 219 | $85.8K | 0.02% | +219 | New |
| Proffitt & Goodson Inc | 217 | $85.0K | 0.01% | −308−58.7% | Reduced |
| Bank of Jackson Hole Trust | 214 | $83.8K | 0.04% | +14+7.0% | Added |
| Morton Brown Family Wealth, LLC | 211 | $82.7K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 209 | $81.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 207 | $81.1K | 0.00% | +8+4.0% | Added |
| Bryn Mawr Trust Co | 203 | $79.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 201 | $78.7K | 0.01% | −565−73.8% | Reduced |
| MTM Investment Management, LLC | 200 | $78.4K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $78.4K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 199 | $78.0K | 0.05% | +199 | New |
| Bruce G. Allen Investments, LLC | 197 | $77.2K | 0.05% | −51−20.6% | Reduced |
| Owl Creek Wealth Partners LLC | 192 | $75.2K | 0.03% | +192 | New |
| First United Bank Trust | 190 | $74.4K | 0.02% | +190 | New |
| Harbor Asset Planning, Inc. | 187 | $73.3K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 183 | $71.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 179 | $70.1K | 0.01% | −14−7.3% | Reduced |
