| Mosley Wealth Management | 441 | $213.0K | 0.07% | +441 | New |
| Prospera Financial Services Inc | 432 | $208.7K | 0.00% | +432 | New |
| Pensionmark Financial Group, LLC | 650 | $207.9K | 0.00% | +650 | New |
| SOA Wealth Advisors, LLC. | 430 | $207.7K | 0.03% | −20−4.4% | Reduced |
| Advocate Investing Services LLC | 425 | $205.3K | 0.16% | −475−52.8% | Reduced |
| Citizens Financial Group Inc | 425 | $205.3K | 0.00% | +425 | New |
| NewEdge Wealth, LLC | 422 | $203.8K | 0.00% | +422 | New |
| HighPoint Advisor Group LLC | 419 | $202.4K | 0.01% | +419 | New |
| Segment Wealth Management, LLC | 416 | $200.9K | 0.01% | +416 | New |
| Baker Avenue Asset Management, LP | 415 | $200.5K | 0.00% | +415 | New |
| Versant Capital Management, Inc | 402 | $194.2K | 0.02% | −60−13.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 402 | $194.2K | 0.12% | +8+2.0% | Added |
| Peterson Wealth Management | 380 | $183.5K | 0.09% | +40+11.8% | Added |
| Lodestone Wealth Management LLC | 372 | $179.7K | 0.06% | −402−51.9% | Reduced |
| Huntington National Bank | 365 | $176.3K | 0.00% | +288+374.0% | Added |
| Fulcrum Asset Management LLP | 361 | $164.6K | 0.02% | +361 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $164.2K | 0.05% | +20+6.3% | Added |
| Meeder Asset Management Inc | 324 | $156.5K | 0.01% | +324 | New |
| EverSource Wealth Advisors, LLC | 324 | $156.5K | 0.01% | +86+36.1% | Added |
| Ancora Advisors, LLC | 320 | $154.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 308 | $148.8K | 0.02% | +250+431.0% | Added |
| Bernard Wealth Management Corp. | 300 | $144.9K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 289 | $139.6K | 0.00% | +49+20.4% | Added |
| Edmond de Rothschild Holding S.A. | 288 | $139.1K | 0.00% | +288 | New |
| Rossby Financial, LCC | 274 | $132.3K | 0.02% | +90+48.9% | Added |
| GW&K Investment Management, LLC | 247 | $119.0K | 0.00% | −27,084−99.1% | Reduced |
| Whittier Trust Co | 273 | $118.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 243 | $117.4K | 0.00% | +215+767.9% | Added |
| Quent Capital, LLC | 237 | $114.5K | 0.01% | +90+61.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 235 | $113.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $109.6K | 0.00% | +111+95.7% | Added |
| Brown Brothers Harriman & Co | 203 | $98.1K | 0.00% | +67+49.3% | Added |
| HM Payson & Co | 197 | $95.2K | 0.00% | +197 | New |
| St Germain D J Co Inc | 195 | $94.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 193 | $93.2K | 0.00% | +10+5.5% | Added |
| CX Institutional | 186 | $90.0K | 0.00% | +173+1,330.8% | Added |
| Private Trust Co NA | 179 | $86.5K | 0.01% | −29−13.9% | Reduced |
| Trifecta Capital Advisors, LLC | 164 | $79.2K | 0.01% | −164−50.0% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 171 | $78.0K | 0.00% | +171 | New |
| Persistent Asset Partners Ltd | 160 | $77.3K | 0.02% | −33,356−99.5% | Reduced |
| AlphaCentric Advisors LLC | 151 | $72.9K | 0.06% | +151 | New |
| TD Private Client Wealth LLC | 149 | $72.0K | 0.00% | −43−22.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 146 | $70.5K | 0.00% | +131+873.3% | Added |
| Ritter Daniher Financial Advisory LLC | 137 | $66.2K | 0.01% | +137 | New |
| NBH Bank | 136 | $65.7K | 0.03% | +136 | New |
| Ameriflex Group, Inc. | 135 | $65.2K | 0.03% | +35+35.0% | Added |
| Strategic Investment Solutions, Inc. | 134 | $64.7K | 0.01% | −366−73.2% | Reduced |
| EMC Capital Management | 200 | $63.0K | 0.02% | +200 | New |
| Tripletail Wealth Management, LLC | 150 | $61.0K | 0.07% | +150 | New |
| Owl Creek Wealth Partners LLC | 125 | $60.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 125 | $60.4K | 0.00% | +40+47.1% | Added |
| Smallwood Wealth Investment Management, LLC | 125 | $60.4K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 121 | $58.4K | 0.00% | +59+95.2% | Added |
| Strategic Advocates LLC | 120 | $58.0K | 0.22% | +109+990.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 118 | $57.0K | 0.02% | −2,042−94.5% | Reduced |
| Capital Advisor Network LLC | 116 | $56.0K | 0.07% | +116 | New |
| SWAN Capital LLC | 110 | $53.1K | 0.02% | +10+10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 109 | $52.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 109 | $52.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $46.4K | 0.00% | +41+74.5% | Added |
| Strategic Wealth Partners, Ltd. | 96 | $46.4K | 0.00% | +94+4,700.0% | Added |
| Bell Investment Advisors, Inc | 90 | $43.5K | 0.01% | −5−5.3% | Reduced |
| Wolff Wiese Magana LLC | 90 | $43.5K | 0.02% | +90 | New |
| HighMark Wealth Management LLC | 90 | $43.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 89 | $43.0K | 0.00% | +89 | New |
| DiNuzzo Private Wealth, Inc. | 88 | $42.5K | 0.00% | +5+6.0% | Added |
| Allianz SE | 87 | $42.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 85 | $41.1K | 0.01% | +70+466.7% | Added |
| TSFG, LLC | 85 | $41.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 95 | $40.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 81 | $39.1K | 0.00% | +63+350.0% | Added |
| Covestor Ltd | 81 | $39.0K | 0.02% | +2+2.5% | Added |
| Hughes Financial Services, LLC | 79 | $38.2K | 0.01% | +8+11.3% | Added |
| Sachetta, LLC | 77 | $37.2K | 0.02% | −39−33.6% | Reduced |
| LifeSteps Financial, Inc. | 77 | $37.2K | 0.02% | +77 | New |
| Quaker Wealth Management, LLC | 76 | $36.7K | 0.01% | +2+2.7% | Added |
| Continuum Advisory, LLC | 76 | $36.7K | 0.00% | +76 | New |
| Transamerica Financial Advisors, Inc. | 72 | $34.8K | 0.00% | +35+94.6% | Added |
| Bullock Wealth Management Group | 80 | $34.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 63 | $30.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $29.8K | 0.00% | +62 | New |
| Whipplewood Advisors, LLC | 61 | $29.5K | 0.02% | −260−81.0% | Reduced |
| Strive Financial Group ,LLC | 60 | $29.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 63 | $28.7K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 59 | $28.5K | 0.01% | +59 | New |
| SJS Investment Consulting Inc. | 58 | $28.0K | 0.00% | +53+1,060.0% | Added |
| Golden State Wealth Management, LLC | 56 | $27.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 56 | $27.0K | 0.00% | +56 | New |
| Alpha Financial Advisors, LLC | 55 | $26.6K | 0.01% | +55 | New |
| Keating Financial Advisory Services, Inc. | 52 | $25.1K | 0.00% | +30+136.4% | Added |
| Grove Bank & Trust | 51 | $24.6K | 0.00% | −75−59.5% | Reduced |
| Kemnay Advisory Services Inc. | 49 | $23.7K | 0.00% | −3−5.8% | Reduced |
| CVA Family Office, LLC | 49 | $23.7K | 0.00% | +17+53.1% | Added |
| Asset Dedication, LLC | 47 | $22.7K | 0.00% | +47 | New |
| Cromwell Holdings LLC | 43 | $20.8K | 0.01% | +23+115.0% | Added |
| Osbon Capital Management LLC | 43 | $20.8K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 42 | $20.3K | 0.00% | +42 | New |
| Volterra Technologies LP | 40 | $19.3K | 0.01% | −12,556−99.7% | Reduced |
| Fortitude Family Office, LLC | 40 | $19.3K | 0.00% | +32+400.0% | Added |
| Highland Investment Advisors LLC | 36 | $17.4K | 0.01% | +36 | New |
