| Modern Wealth Management, LLC | 468 | $373.7K | 0.00% | −160−25.5% | Reduced |
| KBC Group NV | 463 | $370.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 462 | $368.0K | 0.04% | +462 | New |
| City Center Advisors, LLC | 459 | $366.5K | 0.30% | +459 | New |
| Everence Capital Management Inc | 444 | $355.0K | 0.02% | +444 | New |
| WSFS Capital Management, LLC | 443 | $353.8K | 0.02% | −12−2.6% | Reduced |
| Schroder Investment Management Group | 442 | $349.9K | 0.00% | −154−25.8% | Reduced |
| Jag Capital Management, LLC | 435 | $347.4K | 0.03% | −508−53.9% | Reduced |
| Bull Harbor Capital LLC | 434 | $346.6K | 0.07% | −51−10.5% | Reduced |
| CIBC Asset Management Inc | 431 | $344.2K | 0.00% | −322−42.8% | Reduced |
| BCS Private Wealth Management, Inc. | 427 | $341.0K | 0.10% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 420 | $335.3K | 0.13% | −10−2.3% | Reduced |
| Lido Advisors, LLC | 419 | $334.6K | 0.00% | +419 | New |
| Shelton Capital Management | 412 | $329.0K | 0.01% | +412 | New |
| Williams Jones Wealth Management, LLC. | 410 | $327.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 405 | $323.4K | 0.00% | +60+17.4% | Added |
| Marex Group plc | 403 | $321.8K | 0.00% | +403 | New |
| AMG National Trust Bank | 400 | $319.4K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 392 | $313.0K | 0.01% | −2−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 391 | $312.0K | 0.00% | +20+5.4% | Added |
| Azarias Capital Management, L.P. | 378 | $301.9K | 0.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 377 | $301.1K | 0.01% | +377 | New |
| Sage Investment Counsel LLC | 367 | $293.2K | 0.29% | −36−8.9% | Reduced |
| Capstone Investment Advisors, LLC | 361 | $288.3K | 0.00% | −64−15.1% | Reduced |
| EP Wealth Advisors, LLC | 347 | $277.1K | 0.00% | +347 | New |
| Ballentine Partners, LLC | 345 | $275.5K | 0.00% | +345 | New |
| Oppenheimer Asset Management Inc. | 345 | $275.5K | 0.00% | +345 | New |
| Signaturefd, LLC | 344 | $274.7K | 0.00% | +19+5.8% | Added |
| Ritholtz Wealth Management | 342 | $273.4K | 0.00% | +342 | New |
| Gateway Wealth Partners, LLC | 338 | $269.9K | 0.02% | +338 | New |
| Woodmont Investment Counsel LLC | 336 | $268.3K | 0.01% | −105−23.8% | Reduced |
| Donaldson Capital Management, LLC | 334 | $266.7K | 0.01% | +334 | New |
| Liberty Wealth Management LLC | 482 | $262.7K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 329 | $261.7K | 0.03% | +329 | New |
| NorthCrest Asset Manangement, LLC | 380 | $261.2K | 0.01% | −2−0.5% | Reduced |
| Interchange Capital Partners, LLC | 325 | $259.5K | 0.05% | +325 | New |
| Proficio Capital Partners LLC | 325 | $259.5K | 0.01% | +325 | New |
| Venture Visionary Partners LLC | 325 | $259.5K | 0.01% | +325 | New |
| SeaCrest Wealth Management, LLC | 320 | $255.5K | 0.03% | −144−31.0% | Reduced |
| SmartHarvest Portfolios, LLC | 320 | $255.5K | 0.08% | +320 | New |
| Parallel Advisors, LLC | 318 | $253.9K | 0.00% | −10−3.0% | Reduced |
| Greenleaf Trust | 314 | $250.7K | 0.00% | +314 | New |
| Blackstone Group Inc. | 312 | $249.1K | 0.00% | +312 | New |
| GAMMA Investing LLC | 307 | $245.2K | 0.01% | +114+59.1% | Added |
| Peregrine Asset Advisers, Inc. | 306 | $244.5K | 0.05% | +306 | New |
| Ingalls & Snyder LLC | 306 | $244.0K | 0.01% | −84−21.5% | Reduced |
| Fedenia Advisers LLC | 305 | $243.6K | 0.06% | +305 | New |
| Blue Fin Capital, Inc. | 297 | $237.2K | 0.03% | +297 | New |
| Kovack Advisors, Inc. | 297 | $236.9K | 0.01% | +297 | New |
| Susquehanna Portfolio Strategies, LLC | 290 | $231.6K | 0.00% | +290 | New |
| Harmony Asset Management LLC | 287 | $229.2K | 0.06% | +287 | New |
| DV Trading LLC | 281 | $224.4K | 0.02% | −319−53.2% | Reduced |
| Wedbush Securities Inc | 276 | $220.0K | 0.01% | +276 | New |
| Two Sigma Securities, LLC | 273 | $218.0K | 0.02% | −1,030−79.0% | Reduced |
| Brick & Kyle, Associates | 400 | $217.9K | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 271 | $216.4K | 0.00% | +271 | New |
| Cypress Point Wealth Management, LLC | 270 | $215.6K | 0.04% | +270 | New |
| Third View Private Wealth, LLC | 268 | $214.0K | 0.03% | +268 | New |
| Poinciana Advisors Group, LLC | 267 | $213.2K | 0.16% | +267 | New |
| Oarsman Capital, Inc. | 263 | $210.0K | 0.02% | +263 | New |
| Smartleaf Asset Management LLC | 262 | $207.4K | 0.01% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 258 | $206.0K | 0.07% | +258 | New |
| Northbridge Financial Group, LLC | 258 | $206.0K | 0.08% | +258 | New |
| Drive Wealth Management, LLC | 256 | $204.2K | 0.04% | +256 | New |
| Wedmont Private Capital | 322 | $203.0K | 0.01% | +322 | New |
| Fiduciary Trust Co | 251 | $200.5K | 0.00% | +251 | New |
| EverSource Wealth Advisors, LLC | 245 | $195.6K | 0.01% | −15−5.8% | Reduced |
| Global Retirement Partners, LLC | 223 | $178.1K | 0.00% | +223 | New |
| IFP Advisors, Inc | 220 | $175.7K | 0.00% | +60+37.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 213 | $170.1K | 0.02% | +51+31.5% | Added |
| Eastern Bank | 205 | $163.7K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 198 | $156.9K | 0.00% | +198 | New |
| Quantbot Technologies LP | 185 | $147.7K | 0.01% | +185 | New |
| Hantz Financial Services, Inc. | 163 | $130.0K | 0.00% | +29+21.6% | Added |
| Byrne Asset Management LLC | 155 | $123.8K | 0.07% | 00.0% | Unchanged |
| Essential Partners LLC | 140 | $111.8K | 0.05% | −426−75.3% | Reduced |
| Strategic Advocates LLC | 135 | $107.8K | 0.42% | −27−16.7% | Reduced |
| Parkside Financial Bank & Trust | 133 | $106.2K | 0.01% | +126+1,800.0% | Added |
| Salomon & Ludwin, LLC | 131 | $100.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 124 | $99.0K | 0.00% | +124 | New |
| Aster Capital Management (DIFC) Ltd | 119 | $95.0K | 0.02% | +119 | New |
| Federated Hermes, Inc. | 113 | $90.2K | 0.00% | −123−52.1% | Reduced |
| Allworth Financial LP | 110 | $87.8K | 0.00% | +3+2.8% | Added |
| AdvisorNet Financial, Inc | 100 | $79.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $79.9K | 0.00% | −45−31.0% | Reduced |
| Versant Capital Management, Inc | 99 | $79.1K | 0.01% | −14−12.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 96 | $76.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $76.7K | 0.01% | +96 | New |
| Larson Financial Group LLC | 93 | $74.3K | 0.00% | −25−21.2% | Reduced |
| Kemnay Advisory Services Inc. | 90 | $71.9K | 0.01% | +19+26.8% | Added |
| True Wealth Design, LLC | 83 | $66.3K | 0.02% | −9−9.8% | Reduced |
| Walleye Capital LLC | 76 | $60.7K | 0.00% | −26,870−99.7% | Reduced |
| SBI Securities Co., Ltd. | 76 | $60.7K | 0.00% | −51−40.2% | Reduced |
| Montag A & Associates Inc | 66 | $52.7K | 0.00% | −44−40.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $51.9K | 0.01% | +65 | New |
| Plato Investment Management Ltd | 65 | $51.6K | 0.00% | +65 | New |
| Stone House Investment Management, LLC | 63 | $50.3K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 62 | $50.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $49.5K | 0.00% | +16+34.8% | Added |
| SJS Investment Consulting Inc. | 61 | $48.7K | 0.01% | 00.0% | Unchanged |
