| Bruce G. Allen Investments, LLC | 469 | $72.8K | 0.05% | −11−2.3% | Reduced |
| MCF Advisors LLC | 456 | $70.7K | 0.00% | −141−23.6% | Reduced |
| Rothschild Investment LLC | 450 | $69.8K | 0.00% | +240+114.3% | Added |
| Colonial Trust Advisors | 431 | $66.9K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 426 | $66.1K | 0.04% | +226+113.0% | Added |
| GW&K Investment Management, LLC | 422 | $65.0K | 0.00% | +422 | New |
| Manchester Capital Management LLC | 411 | $63.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 409 | $63.4K | 0.01% | −5−1.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 380 | $58.9K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 362 | $56.2K | 0.03% | −104−22.3% | Reduced |
| NVWM, LLC | 350 | $54.3K | 0.01% | −8,082−95.8% | Reduced |
| Key Financial Inc | 348 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 335 | $52.0K | 0.00% | −41−10.9% | Reduced |
| Bank of New Hampshire | 314 | $48.7K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 306 | $47.5K | 0.01% | +60+24.4% | Added |
| Keating Financial Advisory Services, Inc. | 303 | $47.0K | 0.01% | −2−0.7% | Reduced |
| Duncker Streett & Co Inc | 300 | $46.5K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 280 | $43.4K | 0.04% | −680−70.8% | Reduced |
| Osterweis Capital Management Inc | 278 | $43.1K | 0.00% | −313−53.0% | Reduced |
| Security National Bank of So Dak | 273 | $42.4K | 0.02% | +273 | New |
| Harvest Fund Management Co., Ltd | 269 | $42.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 269 | $41.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 254 | $39.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 253 | $39.3K | 0.00% | +253 | New |
| WS Portfolio Advisory, LLC | 251 | $38.9K | 0.96% | −499−66.5% | Reduced |
| Whipplewood Advisors, LLC | 250 | $38.8K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 244 | $37.9K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 243 | $37.7K | 0.02% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 250 | $36.2K | 0.02% | +250 | New |
| Financial Management Professionals, Inc. | 232 | $36.0K | 0.00% | −4−1.7% | Reduced |
| Geneos Wealth Management Inc. | 230 | $35.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 229 | $35.5K | 0.00% | −142−38.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 229 | $35.5K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 216 | $34.0K | 0.00% | −22,705−99.1% | Reduced |
| Abound Wealth Management | 209 | $32.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 206 | $32.0K | 0.00% | −19−8.4% | Reduced |
| Action Point Financial Planning, LLC | 207 | $32.0K | 0.00% | +207 | New |
| Lodestone Wealth Management LLC | 206 | $31.9K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 201 | $31.1K | 0.03% | +201 | New |
| Hager Investment Management Services, LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 200 | $31.0K | 0.01% | +200 | New |
| Evolution Wealth Management Inc. | 200 | $31.0K | 0.02% | +200 | New |
| True Wealth Design, LLC | 199 | $30.9K | 0.01% | +45+29.2% | Added |
| SHP Wealth Management | 199 | $30.9K | 0.00% | +103+107.3% | Added |
| Financial Network Wealth Advisors LLC | 196 | $30.4K | 0.03% | −20−9.3% | Reduced |
| Sawyer & Company, Inc | 190 | $29.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 185 | $28.7K | 0.00% | −185−50.0% | Reduced |
| Markowski Investments | 185 | $28.7K | 0.01% | +185 | New |
| Godsey & Gibb Associates | 178 | $27.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 178 | $27.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 176 | $27.3K | 0.00% | +2+1.1% | Added |
| Pacifica Partners Inc. | 176 | $26.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $25.8K | 0.00% | −49−22.8% | Reduced |
| Dauntless Investment Group, LLC | 165 | $25.6K | 0.04% | −107−39.3% | Reduced |
| Philadelphia Investment Partners, LLC | 160 | $24.8K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 156 | $24.2K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 155 | $24.0K | 0.02% | +155 | New |
| Custom Index Systems, LLC | 151 | $23.4K | 0.01% | +151 | New |
| Costello Asset Management, INC | 150 | $23.3K | 0.01% | −200−57.1% | Reduced |
| PEAK6 LLC | 143 | $22.2K | 0.00% | −91,125−99.8% | Reduced |
| Central Trust Co | 136 | $21.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 138 | $21.0K | 0.00% | +129+1,433.3% | Added |
| Continuum Advisory, LLC | 134 | $20.8K | 0.00% | +134 | New |
| Trust Co of Vermont | 133 | $20.6K | 0.00% | +133 | New |
| TIAA Wealth Investment Management LLC | 131 | $20.2K | 0.00% | +98+297.0% | Added |
| GAMMA Investing LLC | 128 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 122 | $18.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 120 | $18.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 112 | $17.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $16.9K | 0.00% | −434−79.9% | Reduced |
| Financial Gravity Companies, Inc. | 104 | $16.1K | 0.00% | +104 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 104 | $16.1K | 0.00% | +49+89.1% | Added |
| West Branch Capital LLC | 101 | $15.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 100 | $15.5K | 0.01% | −4−3.8% | Reduced |
| Global Trust Asset Management, LLC | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 96 | $14.9K | 0.00% | −4−4.0% | Reduced |
| Bare Financial Services, Inc | 91 | $14.1K | 0.00% | +35+62.5% | Added |
| First Pacific Financial | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 88 | $13.6K | 0.00% | +1+1.1% | Added |
| Stone House Investment Management, LLC | 85 | $13.2K | 0.00% | +37+77.1% | Added |
| Strengthening Families & Communities, LLC | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 83 | $12.9K | 0.01% | +83 | New |
| Financial Life Planners | 80 | $12.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 84 | $12.4K | 0.00% | −4−4.5% | Reduced |
| SWAN Capital LLC | 77 | $11.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 72 | $11.2K | 0.00% | +59+453.8% | Added |
| Signature Equity Partners, LLC | 68 | $10.5K | 0.00% | −9−11.7% | Reduced |
| Cornerstone Financial Management LLC | 65 | $10.1K | 0.01% | +43+195.5% | Added |
| TD Private Client Wealth LLC | 64 | $9.93K | 0.00% | +48+300.0% | Added |
| Osbon Capital Management LLC | 64 | $9.93K | 0.01% | +64 | New |
| Highland Investment Advisors LLC | 60 | $9.31K | 0.00% | +60 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 58 | $9.00K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 58 | $9.00K | 0.00% | +58 | New |
| Banque Transatlantique SA | 48 | $7.93K | 0.00% | −25−34.2% | Reduced |
| High Point Wealth Management, LLC | 50 | $7.79K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 49 | $7.60K | 0.00% | +49 | New |
| SJS Investment Consulting Inc. | 44 | $6.83K | 0.00% | −55−55.6% | Reduced |
| St Germain D J Co Inc | 44 | $6.83K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $6.83K | 0.00% | 00.0% | Unchanged |
