| Sugarloaf Wealth Management, LLC | 82 | $32.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $32.0K | 0.01% | +7+9.2% | Added |
| Gemmer Asset Management LLC | 88 | $34.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 94 | $36.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 94 | $36.0K | 0.00% | +64+213.3% | Added |
| Tradition Wealth Management, LLC | 95 | $37.0K | 0.01% | −25−20.8% | Reduced |
| Atlas Capital Advisors LLC | 100 | $38.7K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $39.0K | 0.02% | −11−9.9% | Reduced |
| Capital Advisors, Ltd. LLC | 102 | $39.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $39.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 101 | $39.0K | 0.00% | +36+55.4% | Added |
| Benjamin Edwards Inc | 100 | $39.0K | 0.03% | +44+78.6% | Added |
| Albion Financial Group | 102 | $39.0K | 0.00% | +102 | New |
| Parkside Financial Bank & Trust | 106 | $41.0K | 0.01% | +3+2.9% | Added |
| Estabrook Capital Management | 107 | $41.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $42.0K | 0.01% | +109 | New |
| HHM Wealth Advisors, LLC | 114 | $44.0K | 0.01% | +50+78.1% | Added |
| Sargent Bickham Lagudis LLC | 117 | $45.0K | 0.00% | −382−76.6% | Reduced |
| Better Money Decisions, LLC | 117 | $45.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 115 | $45.0K | 0.02% | +115 | New |
| Bedel Financial Consulting, Inc. | 119 | $46.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 118 | $46.0K | 0.01% | −1−0.8% | Reduced |
| Orion Capital Management LLC | 119 | $46.0K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 120 | $46.0K | 0.01% | +100+500.0% | Added |
| TFC Financial Management | 127 | $49.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $50.0K | 0.02% | −79−38.0% | Reduced |
| Enterprise Financial Services Corp | 131 | $51.0K | 0.01% | −3−2.2% | Reduced |
| Financial Perspectives, Inc | 134 | $51.9K | 0.03% | −42,919−99.7% | Reduced |
| Exane Derivatives | 140 | $53.0K | 0.01% | −70−33.3% | Reduced |
| Westside Investment Management, Inc. | 143 | $55.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 120 | $56.0K | 0.02% | −110−47.8% | Reduced |
| Strategic Blueprint, LLC | 146 | $57.0K | 0.01% | +146 | New |
| Ancora Advisors, LLC | 150 | $58.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $58.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 153 | $59.0K | 0.00% | −5,426−97.3% | Reduced |
| Natixis Investment Managers International | 156 | $60.0K | 0.00% | +156 | New |
| Tortoise Investment Management, LLC | 158 | $61.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 162 | $63.0K | 0.00% | +6+3.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 165 | $64.0K | 0.02% | −95−36.5% | Reduced |
| Larson Financial Group LLC | 166 | $64.0K | 0.01% | −22−11.7% | Reduced |
| Massmutual Trust Co FSB | 168 | $65.0K | 0.00% | +68+68.0% | Added |
| Asset Dedication, LLC | 175 | $68.0K | 0.01% | +171+4,275.0% | Added |
| Salem Investment Counselors Inc | 180 | $70.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 181 | $70.0K | 0.01% | +5+2.8% | Added |
| Howe & Rusling Inc | 183 | $71.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 183 | $71.0K | 0.00% | +183 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 193 | $75.0K | 0.00% | −115,593−99.8% | Reduced |
| Neo Ivy Capital Management | 195 | $75.0K | 0.08% | −452−69.9% | Reduced |
| Gables Capital Management Inc. | 200 | $77.0K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 202 | $78.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 201 | $78.0K | 0.01% | +99+97.1% | Added |
| First Horizon Advisors, Inc. | 206 | $78.0K | 0.00% | +120+139.5% | Added |
| NVWM, LLC | 224 | $87.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 228 | $88.0K | 0.04% | −3−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 245 | $95.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 248 | $96.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 250 | $97.0K | 0.01% | −25−9.1% | Reduced |
| Personal Wealth Partners | 254 | $98.0K | 0.04% | +254 | New |
| Burleson & Company, LLC | 255 | $99.0K | 0.01% | +14+5.8% | Added |
| Bellevue Asset Management, LLC | 260 | $101.0K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 265 | $103.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 268 | $104.0K | 0.06% | +18+7.2% | Added |
| Private Capital Group, LLC | 268 | $104.0K | 0.02% | +57+27.0% | Added |
| TCI Wealth Advisors, Inc. | 272 | $105.0K | 0.02% | −255−48.4% | Reduced |
| Allworth Financial LP | 272 | $105.0K | 0.00% | −111−29.0% | Reduced |
| Knuff & Co LLC | 275 | $106.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 277 | $107.0K | 0.02% | −100−26.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 282 | $109.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 295 | $114.0K | 0.02% | −73−19.8% | Reduced |
| Creative Financial Designs Inc | 298 | $115.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $115.0K | 0.06% | +298 | New |
| Asahi Life Asset Management Co., Ltd. | 300 | $116.0K | 0.02% | +300 | New |
| Mark Sheptoff Financial Planning, LLC | 310 | $120.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $126.0K | 0.00% | −40−11.0% | Reduced |
| Selective Wealth Management, Inc. | 325 | $126.0K | 0.10% | +270+490.9% | Added |
| Wagner Wealth Management, LLC | 330 | $128.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 344 | $133.0K | 0.00% | −258−42.9% | Reduced |
| Trustcore Financial Services, LLC | 343 | $133.0K | 0.01% | −91−21.0% | Reduced |
| Concord Wealth Partners | 344 | $133.0K | 0.04% | +133+63.0% | Added |
| Sandy Spring Bank | 347 | $134.0K | 0.01% | −50−12.6% | Reduced |
| Glassman Wealth Services | 359 | $139.0K | 0.03% | −6−1.6% | Reduced |
| Seeyond | 361 | $139.0K | 0.01% | +2+0.6% | Added |
| WealthShield Partners, LLC | 373 | $144.0K | 0.02% | +102+37.6% | Added |
| Kelly Lawrence W & Associates Inc | 375 | $145.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 377 | $145.0K | 0.00% | +377 | New |
| Johnson Financial Group, Inc. | 374 | $145.0K | 0.01% | +374 | New |
| Central Bank & Trust Co | 377 | $146.0K | 0.02% | −200−34.7% | Reduced |
| Trust Co of Vermont | 383 | $148.0K | 0.01% | −5−1.3% | Reduced |
| C M Bidwell & Associates Ltd | 386 | $149.0K | 0.10% | +386 | New |
| Garde Capital, Inc. | 388 | $150.0K | 0.02% | +388 | New |
| Evolution Wealth Advisors, LLC | 391 | $151.0K | 0.03% | +265+210.3% | Added |
| Smith Asset Management Group LP | 430 | $166.0K | 0.01% | +430 | New |
| Front Row Advisors LLC | 502 | $167.0K | 0.07% | +1+0.2% | Added |
| Capital Analysts, LLC | 433 | $168.0K | 0.01% | −322−42.6% | Reduced |
| PNC Managed Account Solutions, Inc. | 436 | $169.0K | 0.03% | +436 | New |
| CKW Financial Group | 475 | $184.0K | 0.03% | 00.0% | Unchanged |
