| NatWest Group plc | 160 | $213.1K | 0.04% | +160 | New |
| Cromwell Holdings LLC | 159 | $211.8K | 0.10% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 158 | $210.5K | 0.05% | +158 | New |
| Clune & Associates, Ltd. | 157 | $209.1K | 0.03% | +157 | New |
| S Harris Financial Group, LLC | 157 | $208.7K | 0.16% | +157 | New |
| Cidel Asset Management Inc | 156 | $207.8K | 0.01% | +156 | New |
| Impact Capital Partners LLC | 156 | $207.8K | 0.06% | +156 | New |
| Perennial Investment Advisors, LLC | 156 | $207.8K | 0.01% | +156 | New |
| Excelsior Advisor Network LLC | 155 | $206.9K | 0.03% | +155 | New |
| Johnson Financial Group, Inc. | 153 | $203.8K | 0.01% | −3−1.9% | Reduced |
| Ewa, LLC | 152 | $203.1K | 0.04% | +152 | New |
| Wealth Alliance | 152 | $203.0K | 0.02% | +152 | New |
| Onefund, LLC | 151 | $201.1K | 0.11% | −3−1.9% | Reduced |
| PUREfi Wealth, LLC | 151 | $201.1K | 0.11% | +151 | New |
| Larson Financial Group LLC | 150 | $199.8K | 0.01% | −19−11.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 148 | $197.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 144 | $191.8K | 0.00% | +1+0.7% | Added |
| Quent Capital, LLC | 142 | $189.4K | 0.01% | +7+5.2% | Added |
| Hazlett, Burt & Watson, Inc. | 138 | $183.0K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 134 | $178.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Corp | 128 | $170.5K | 0.01% | −3−2.3% | Reduced |
| WS Portfolio Advisory, LLC | 125 | $166.5K | 4.11% | +125 | New |
| HHM Wealth Advisors, LLC | 117 | $155.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 115 | $153.2K | 0.01% | +20+21.1% | Added |
| Central Trust Co | 111 | $147.9K | 0.00% | +9+8.8% | Added |
| Miller Capital Partners, Inc. | 109 | $145.2K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 109 | $145.2K | 0.00% | +79+263.3% | Added |
| Private Wealth Asset Management, LLC | 108 | $143.9K | 0.01% | −5−4.4% | Reduced |
| TD Private Client Wealth LLC | 107 | $142.5K | 0.00% | −62−36.7% | Reduced |
| Strive Financial Group ,LLC | 105 | $139.9K | 0.06% | +105 | New |
| NBC Securities, Inc. | 104 | $139.0K | 0.01% | −16−13.3% | Reduced |
| Harbour Investments, Inc. | 102 | $136.5K | 0.00% | +34+50.0% | Added |
| Aventura Private Wealth, LLC | 101 | $133.9K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $133.2K | 0.04% | +100 | New |
| Quarry LP | 97 | $129.2K | 0.02% | −205−67.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 96 | $127.9K | 0.04% | +20+26.3% | Added |
| Vega Investment Solutions | 96 | $127.9K | 0.02% | +96 | New |
| Rothschild Investment LLC | 83 | $110.6K | 0.00% | +5+6.4% | Added |
| Limestone Investment Advisors LP | 80 | $106.6K | 0.05% | +80 | New |
| Oakworth Capital, Inc. | 77 | $102.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 75 | $99.9K | 0.01% | +2+2.7% | Added |
| Exchange Traded Concepts, LLC | 75 | $99.9K | 0.00% | −2,456−97.0% | Reduced |
| Union Savings Bank | 75 | $99.9K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 73 | $97.2K | 0.03% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 72 | $95.9K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 71 | $94.6K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 71 | $94.6K | 0.03% | +7+10.9% | Added |
| CVA Family Office, LLC | 70 | $93.2K | 0.01% | +2+2.9% | Added |
| Stone House Investment Management, LLC | 61 | $81.3K | 0.01% | +61 | New |
| Kings Path Partners LLC | 55 | $73.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 55 | $73.3K | 0.01% | +12+27.9% | Added |
| Silver Grove Financial Group, Inc. | 55 | $73.3K | 0.04% | +55 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 54 | $71.9K | 0.22% | −109−66.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $71.9K | 0.00% | −1−1.8% | Reduced |
| Continuum Advisory, LLC | 54 | $71.9K | 0.01% | +54 | New |
| Winch Advisory Services, LLC | 52 | $69.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 51 | $67.9K | 0.01% | −2−3.8% | Reduced |
| Chung Wu Investment Group, LLC | 50 | $66.6K | 0.04% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 48 | $63.9K | 0.01% | +3+6.7% | Added |
| Manchester Capital Management LLC | 48 | $63.9K | 0.01% | +6+14.3% | Added |
| Toth Financial Advisory Corp | 47 | $62.6K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47 | $62.6K | 0.02% | +47 | New |
| Keating Financial Advisory Services, Inc. | 46 | $61.3K | 0.01% | +15+48.4% | Added |
| Morse Asset Management, Inc | 45 | $59.9K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 44 | $58.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $57.3K | 0.01% | −32−42.7% | Reduced |
| Salomon & Ludwin, LLC | 42 | $55.0K | 0.00% | +37+740.0% | Added |
| Colonial Trust Co | 40 | $52.6K | 0.01% | +21+110.5% | Added |
| International Assets Investment Management, LLC | 40 | $52.4K | 0.00% | −9−18.4% | Reduced |
| Deseret Mutual Benefit Administrators | 39 | $52.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 38 | $50.6K | 0.00% | +4+11.8% | Added |
| Fortitude Family Office, LLC | 38 | $50.6K | 0.01% | +6+18.8% | Added |
| Transamerica Financial Advisors, Inc. | 37 | $49.3K | 0.00% | +33+825.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $48.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $44.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 32 | $43.0K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 31 | $41.3K | 0.02% | −7−18.4% | Reduced |
| Financial Life Planners | 30 | $39.6K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 27 | $36.0K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 27 | $35.9K | 0.00% | −8−22.9% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $34.6K | 0.00% | +2+8.3% | Added |
| Catalyst Capital Advisors LLC | 26 | $34.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $33.3K | 0.01% | +15+150.0% | Added |
| Trust Co of Vermont | 25 | $33.3K | 0.00% | +25 | New |
| SHP Wealth Management | 24 | $32.5K | 0.00% | +13+118.2% | Added |
| MV Capital Management, Inc. | 24 | $32.0K | 0.00% | +6+33.3% | Added |
| Meeder Asset Management Inc | 23 | $30.6K | 0.00% | +5+27.8% | Added |
| Sachetta, LLC | 23 | $30.6K | 0.01% | +9+64.3% | Added |
| TFC Financial Management | 22 | $29.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21 | $28.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 20 | $26.6K | 0.01% | −5−20.0% | Reduced |
| Bogart Wealth, LLC | 20 | $26.6K | 0.00% | +7+53.8% | Added |
| Strategic Wealth Partners, Ltd. | 19 | $25.3K | 0.00% | −21−52.5% | Reduced |
| Ares Financial Consulting, LLC | 19 | $25.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19 | $25.3K | 0.01% | +8+72.7% | Added |
| Burkett Financial Services, LLC | 19 | $25.3K | 0.01% | +19 | New |
| Synergy Investment Management, LLC | 20 | $25.3K | 0.01% | +20 | New |
| Quaker Wealth Management, LLC | 18 | $24.0K | 0.01% | −44−71.0% | Reduced |
| Truvestments Capital LLC | 18 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 17 | $22.6K | 0.00% | +10+142.9% | Added |
