| Owl Creek Wealth Partners LLC | 297 | $73.4K | 0.03% | +297 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 298 | $73.6K | 0.02% | −190−38.9% | Reduced |
| Indiana Trust & Investment Management CO | 300 | $74.1K | 0.02% | −92−23.5% | Reduced |
| Capital & Planning, LLC | 300 | $74.1K | 0.04% | +300 | New |
| Rossby Financial, LCC | 329 | $79.4K | 0.02% | +269+448.3% | Added |
| Key Financial Inc | 333 | $82.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 337 | $83.3K | 0.07% | +50+17.4% | Added |
| Osterweis Capital Management Inc | 341 | $84.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 343 | $84.7K | 0.01% | −135−28.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 344 | $85.0K | 0.08% | 00.0% | Unchanged |
| Napier Financial, LLC | 352 | $86.9K | 0.02% | +352 | New |
| GW&K Investment Management, LLC | 360 | $89.0K | 0.00% | +13+3.7% | Added |
| Millstone Evans Group, LLC | 361 | $89.2K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 364 | $89.9K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 365 | $90.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 369 | $91.2K | 0.04% | +305+476.6% | Added |
| N.E.W. Advisory Services LLC | 377 | $93.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 380 | $93.9K | 0.02% | +130+52.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $95.5K | 0.00% | +200+100.0% | Added |
| Salomon & Ludwin, LLC | 402 | $98.1K | 0.01% | −74−15.5% | Reduced |
| Eastern Bank | 400 | $98.8K | 0.00% | −2−0.5% | Reduced |
| Lavaca Capital LLC | 400 | $98.8K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 400 | $98.8K | 0.01% | 00.0% | Unchanged |
| Himension Fund | 400 | $98.8K | 0.01% | +400 | New |
| Strategic Investment Solutions, Inc. | 400 | $98.8K | 0.02% | +400 | New |
| Stone House Investment Management, LLC | 412 | $101.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 413 | $102.0K | 0.02% | −4−1.0% | Reduced |
| Tacita Capital Inc | 420 | $103.8K | 0.06% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 422 | $104.3K | 0.09% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 437 | $108.0K | 0.04% | +437 | New |
| Bryn Mawr Trust Co | 445 | $110.0K | 0.00% | −855−65.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 450 | $111.2K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 452 | $113.8K | 0.00% | −13−2.8% | Reduced |
| Medallion Wealth Advisors, LLC | 461 | $113.9K | 0.04% | −6−1.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 464 | $114.7K | 0.03% | +464 | New |
| Manchester Capital Management LLC | 465 | $114.9K | 0.02% | −104−18.3% | Reduced |
| Missouri Trust & Investment Co | 470 | $116.1K | 0.03% | −25−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 470 | $116.1K | 0.00% | −10−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 477 | $117.9K | 0.03% | +43+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 481 | $118.8K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 482 | $119.1K | 0.10% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 485 | $119.8K | 0.07% | −30−5.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 488 | $120.6K | 0.05% | +18+3.8% | Added |
| Prestige Wealth Management Group LLC | 489 | $120.8K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 500 | $123.5K | 0.14% | −1,955−79.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 500 | $123.5K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $123.8K | 0.01% | −1,202−70.6% | Reduced |
| Spire Wealth Management | 506 | $125.0K | 0.00% | −10,399−95.4% | Reduced |
| Adkins Seale Capital Management LLC | 516 | $127.5K | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 516 | $127.6K | 0.00% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 519 | $128.2K | 0.06% | −50−8.8% | Reduced |
| Asset Dedication, LLC | 522 | $129.0K | 0.01% | −95−15.4% | Reduced |
| Southern Michigan Bank & Trust | 529 | $130.7K | 0.05% | +529 | New |
| ORG Wealth Partners, LLC | 532 | $131.4K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 544 | $134.4K | 0.02% | −98−15.3% | Reduced |
| Wall Street Financial Group, Inc. | 547 | $135.2K | 0.08% | +547 | New |
| Pilgrim Partners Asia Pte Ltd | 550 | $135.9K | 0.06% | +150+37.5% | Added |
| Westend Capital Management, LLC | 552 | $136.4K | 0.04% | +552 | New |
| Chilton Capital Management LLC | 554 | $136.9K | 0.00% | +50+9.9% | Added |
| Ogorek Anthony Joseph | 563 | $139.0K | 0.04% | +126+28.8% | Added |
| Creative Financial Designs Inc | 566 | $139.7K | 0.01% | +526+1,315.0% | Added |
| Silvant Capital Management LLC | 571 | $141.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 573 | $141.5K | 0.01% | +18+3.2% | Added |
| Colonial Trust Co | 578 | $142.8K | 0.02% | +15+2.7% | Added |
| Bank of Jackson Hole Trust | 594 | $146.8K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 595 | $147.0K | 0.06% | +595 | New |
| NBT Bank N A | 597 | $147.5K | 0.01% | +134+28.9% | Added |
| Murphy & Mullick Capital Management Corp | 599 | $148.0K | 0.11% | −62−9.4% | Reduced |
| HighMark Wealth Management LLC | 600 | $148.3K | 0.06% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 621 | $153.7K | 0.05% | +3+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 628 | $155.2K | 0.02% | +326+107.9% | Added |
| Fideuram Asset Management (Ireland) dac | 826 | $158.3K | 0.02% | −2,850−77.5% | Reduced |
| Miller Wealth Advisors, LLC | 646 | $159.6K | 0.06% | +3+0.5% | Added |
| Essential Investment Partners LLC | 650 | $160.6K | 0.15% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 670 | $165.5K | 0.02% | −491−42.3% | Reduced |
| Optiver Holding B.V. | 677 | $167.3K | 0.01% | −60,839−98.9% | Reduced |
| DAGCO, Inc. | 697 | $172.1K | 0.04% | +4+0.6% | Added |
| Core Alternative Capital | 700 | $173.0K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 727 | $179.5K | 0.01% | +6+0.8% | Added |
| SOA Wealth Advisors, LLC. | 764 | $188.8K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 772 | $190.7K | 0.08% | −22−2.8% | Reduced |
| Main Street Group, LTD | 773 | $190.9K | 0.06% | +773 | New |
| Quent Capital, LLC | 787 | $194.5K | 0.01% | −23−2.8% | Reduced |
| Knuff & Co LLC | 800 | $197.7K | 0.06% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 800 | $197.7K | 0.15% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 803 | $198.4K | 0.02% | 00.0% | Unchanged |
| Alteri Wealth LLC | 810 | $200.2K | 0.06% | +810 | New |
| WealthShield Partners, LLC | 811 | $200.4K | 0.02% | +811 | New |
| Harbour Trust & Investment Management Co | 811 | $200.4K | 0.02% | +811 | New |
| RFG Advisory, LLC | 811 | $200.4K | 0.00% | +811 | New |
| Smithfield Trust Co | 820 | $201.0K | 0.01% | −21−2.5% | Reduced |
| Hidden Cove Wealth Management, LLC | 814 | $201.1K | 0.13% | +814 | New |
| Acorn Financial Advisory Services Inc | 815 | $201.4K | 0.03% | +815 | New |
| bLong Financial, LLC | 815 | $201.4K | 0.15% | +815 | New |
| Excelsior Advisor Network LLC | 820 | $202.6K | 0.08% | +820 | New |
| Onefund, LLC | 839 | $202.8K | 0.13% | −136−13.9% | Reduced |
| Reston Wealth Management LLC | 821 | $202.9K | 0.06% | +821 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 821 | $202.9K | 0.09% | +821 | New |
| First National Bank Sioux Falls | 842 | $203.5K | 0.06% | +842 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 824 | $203.6K | 0.06% | +824 | New |