| Bank of Jackson Hole Trust | 42 | $9.38K | 0.00% | +42 | New |
| Transamerica Financial Advisors, Inc. | 43 | $9.60K | 0.00% | −25−36.8% | Reduced |
| Westside Investment Management, Inc. | 45 | $9.93K | 0.00% | +14+45.2% | Added |
| Hughes Financial Services, LLC | 45 | $10.0K | 0.00% | +27+150.0% | Added |
| Keating Financial Advisory Services, Inc. | 45 | $10.0K | 0.00% | +45 | New |
| Virtus ETF Advisers LLC | 47 | $10.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $10.5K | 0.00% | +8+20.5% | Added |
| Signature Equity Partners, LLC | 48 | $10.7K | 0.01% | +48 | New |
| Baillie Gifford & Co | 49 | $10.9K | 0.00% | +7+16.7% | Added |
| Hanson & Doremus Investment Management | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $11.2K | 0.00% | −104−67.5% | Reduced |
| Hartford Financial Management Inc. | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $11.2K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 50 | $11.2K | 0.01% | +50 | New |
| LGT Financial Advisors LLC | 52 | $11.6K | 0.07% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 52 | $11.6K | 0.00% | +8+18.2% | Added |
| Strategic Wealth Partners, Ltd. | 52 | $11.6K | 0.00% | +52 | New |
| Kohmann Bosshard Financial Services, LLC | 54 | $12.1K | 0.00% | +54 | New |
| South State Corp. | 57 | $12.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 57 | $12.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 60 | $13.4K | 0.01% | +10+20.0% | Added |
| Kemnay Advisory Services Inc. | 60 | $13.4K | 0.00% | +60 | New |
| Torren Management, LLC | 62 | $13.8K | 0.01% | +62 | New |
| Legacy Wealth Managment, LLC | 62 | $13.8K | 0.01% | −51−45.1% | Reduced |
| Private Wealth Management Group, LLC | 67 | $15.0K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 69 | $15.4K | 0.02% | +69 | New |
| CVA Family Office, LLC | 70 | $15.6K | 0.00% | −16−18.6% | Reduced |
| Rachor Investment Advisory Services, LLC | 70 | $15.6K | 0.01% | +70 | New |
| Vision Retirement, LLC | 74 | $16.5K | 0.00% | +74 | New |
| Private Wealth Asset Management, LLC | 76 | $17.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 80 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 80 | $17.9K | 0.01% | +33+70.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $17.9K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 82 | $18.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $19.0K | 0.00% | +85 | New |
| Zions Bancorporation, National Association | 90 | $20.1K | 0.00% | +54+150.0% | Added |
| Greenline Wealth Management LLC | 92 | $20.5K | 0.02% | +92 | New |
| Lloyd Advisory Services, LLC. | 92 | $20.5K | 0.01% | +92 | New |
| Retirement Wealth Solutions LLC | 92 | $20.5K | 0.01% | −14−13.2% | Reduced |
| Old Second National Bank of Aurora | 100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 103 | $23.0K | 0.00% | +103 | New |
| Abound Financial, LLC | 109 | $24.3K | 0.01% | +109 | New |
| ORG Partners LLC | 114 | $25.4K | 0.00% | −201−63.8% | Reduced |
| Pinnacle Bancorp, Inc. | 115 | $25.7K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 115 | $25.7K | 0.00% | +115 | New |
| Quent Capital, LLC | 117 | $26.1K | 0.00% | −75−39.1% | Reduced |
| SHP Wealth Management | 119 | $26.5K | 0.00% | +119 | New |
| Board of the Pension Protection Fund | 120 | $26.8K | 0.03% | +120 | New |
| Atlantic Trust, LLC | 130 | $29.0K | 0.00% | −29−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 131 | $29.2K | 0.00% | +100+322.6% | Added |
| Activest Wealth Management | 131 | $29.2K | 0.01% | +127+3,175.0% | Added |
| MV Capital Management, Inc. | 136 | $30.4K | 0.00% | −2−1.4% | Reduced |
| Reflection Asset Management | 143 | $31.9K | 0.02% | +143 | New |
| BOK Financial Private Wealth, Inc. | 149 | $33.3K | 0.00% | +149 | New |
| Measured Wealth Private Client Group, LLC | 150 | $33.5K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 152 | $33.9K | 0.00% | +147+2,940.0% | Added |
| Raiffeisen Bank International AG | 155 | $34.8K | 0.00% | +58+59.8% | Added |
| Cornerstone Planning Group LLC | 166 | $36.2K | 0.01% | +27+19.4% | Added |
| Basecamp Wealth Advisors LLC | 164 | $36.6K | 0.01% | +164 | New |
| Field & Main Bank | 165 | $36.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 169 | $37.7K | 0.00% | +22+15.0% | Added |
| Toth Financial Advisory Corp | 170 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 178 | $39.7K | 0.01% | +14+8.5% | Added |
| Colonial Trust Co | 185 | $41.3K | 0.01% | 00.0% | Unchanged |
| Wormser Freres Gestion | 186 | $41.5K | 0.02% | +61+48.8% | Added |
| Concord Wealth Partners | 191 | $42.7K | 0.01% | −41−17.7% | Reduced |
| First Horizon Corp | 200 | $44.6K | 0.00% | +7+3.6% | Added |
| Roble, Belko & Company, Inc | 201 | $45.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 204 | $45.5K | 0.02% | +14+7.4% | Added |
| Hollencrest Capital Management | 226 | $50.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 227 | $50.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 239 | $53.4K | 0.00% | +11+4.8% | Added |
| Fairscale Capital, LLC | 244 | $54.5K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 256 | $57.1K | 0.00% | −11−4.1% | Reduced |
| Aventura Private Wealth, LLC | 257 | $57.4K | 0.02% | −2−0.8% | Reduced |
| Massmutual Trust Co FSB | 264 | $58.9K | 0.00% | +68+34.7% | Added |
| Financial Perspectives, Inc | 265 | $59.2K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 285 | $60.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 271 | $60.5K | 0.00% | +271 | New |
| Glen Eagle Advisors, LLC | 272 | $60.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 281 | $62.7K | 0.00% | +7+2.6% | Added |
| Trust Co | 296 | $66.1K | 0.01% | +72+32.1% | Added |
| Pittenger & Anderson Inc | 300 | $67.0K | 0.00% | −715−70.4% | Reduced |
| Private Trust Co NA | 301 | $67.2K | 0.01% | +20+7.1% | Added |
| Walleye Capital LLC | 320 | $71.4K | 0.00% | −7,710−96.0% | Reduced |
| MB, Levis & Associates, LLC | 321 | $71.7K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 335 | $74.8K | 0.00% | −200−37.4% | Reduced |
| United Community Bank | 340 | $75.9K | 0.03% | −631−65.0% | Reduced |
| Parkside Financial Bank & Trust | 347 | $77.5K | 0.01% | +94+37.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 353 | $78.8K | 0.01% | +353 | New |
| True Wealth Design, LLC | 361 | $80.6K | 0.02% | −358−49.8% | Reduced |
| Capital Advisors, Ltd. LLC | 366 | $82.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 383 | $85.5K | 0.00% | +56+17.1% | Added |
| Bryn Mawr Trust Co | 385 | $85.9K | 0.00% | −415−51.9% | Reduced |
| Osbon Capital Management LLC | 387 | $86.4K | 0.08% | +387 | New |
| Munich Reinsurance Co Stock Corp in Munich | 396 | $89.0K | 0.00% | +396 | New |
