| Cullen/Frost Bankers, Inc. | 144 | $30.4K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 143 | $30.2K | 0.00% | +134+1,488.9% | Added |
| General Partner, Inc. | 138 | $29.1K | 0.03% | +138 | New |
| Cornerstone Planning Group LLC | 121 | $28.6K | 0.01% | +121 | New |
| Farther Finance Advisors, LLC | 132 | $27.8K | 0.01% | +132 | New |
| Zions Bancorporation, N.A. | 128 | $27.0K | 0.00% | +59+85.5% | Added |
| Pin Oak Investment Advisors Inc | 124 | $26.0K | 0.03% | −10−7.5% | Reduced |
| Smithfield Trust Co | 113 | $24.0K | 0.00% | −39−25.7% | Reduced |
| Abound Wealth Management | 110 | $23.2K | 0.01% | +6+5.8% | Added |
| Fred Alger Management, LLC | 108 | $22.8K | 0.00% | −1,043−90.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 100 | $21.1K | 0.01% | −111−52.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $20.9K | 0.00% | −3−2.9% | Reduced |
| Private Trust Co NA | 97 | $20.0K | 0.00% | +35+56.5% | Added |
| Ronald Blue Trust, Inc. | 94 | $20.0K | 0.00% | +53+129.3% | Added |
| Lindbrook Capital, LLC | 94 | $19.8K | 0.00% | −141−60.0% | Reduced |
| Assetmark, Inc | 91 | $19.2K | 0.00% | −123−57.5% | Reduced |
| MV Capital Management, Inc. | 91 | $19.2K | 0.00% | +34+59.6% | Added |
| KB Financial Partners, LLC | 82 | $17.0K | 0.01% | +17+26.2% | Added |
| Bank of New Hampshire | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 75 | $15.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $15.8K | 0.00% | +5+7.1% | Added |
| Stonebridge Capital Advisors LLC | 70 | $14.8K | 0.00% | −3−4.1% | Reduced |
| ICA Group Wealth Management, LLC | 70 | $14.8K | 0.00% | +70 | New |
| Zullo Investment Group, Inc. | 67 | $14.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 61 | $12.9K | 0.00% | −30−33.0% | Reduced |
| Catalyst Capital Advisors LLC | 61 | $12.9K | 0.00% | −1−1.6% | Reduced |
| Coastal Capital Group, Inc. | 55 | $11.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $11.4K | 0.00% | +3+5.9% | Added |
| Bell Investment Advisors, Inc | 54 | $11.4K | 0.00% | +25+86.2% | Added |
| Colonial Trust Co | 53 | $11.2K | 0.00% | +53 | New |
| Sugarloaf Wealth Management, LLC | 52 | $11.0K | 0.00% | −2−3.7% | Reduced |
| Bogart Wealth, LLC | 51 | $10.8K | 0.00% | +4+8.5% | Added |
| GHP Investment Advisors, Inc. | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $10.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $10.1K | 0.00% | +24+100.0% | Added |
| Barrett & Company, Inc. | 46 | $9.70K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 45 | $9.49K | 0.01% | +25+125.0% | Added |
| Earnest Partners LLC | 43 | $9.07K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $8.44K | 0.00% | −9−18.4% | Reduced |
| Fiduciary Alliance LLC | 40 | $8.44K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 39 | $8.22K | 0.00% | −8−17.0% | Reduced |
| Fairfield Financial Advisors, LTD | 38 | $8.01K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 37 | $7.80K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 35 | $7.38K | 0.00% | −50−58.8% | Reduced |
| Larson Financial Group LLC | 35 | $7.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 33 | $6.96K | 0.00% | +33 | New |
| TFC Financial Management | 32 | $6.75K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $6.75K | 0.00% | +4+14.3% | Added |
| Lowe Wealth Advisors, LLC | 30 | $6.33K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $5.69K | 0.00% | +27 | New |
| Romano Brothers and Company | 26 | $5.48K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 25 | $5.27K | 0.00% | −11−30.6% | Reduced |
| Atticus Wealth Management, LLC | 25 | $5.27K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $5.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $4.22K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 19 | $4.00K | 0.00% | +5+35.7% | Added |
| Financial Management Professionals, Inc. | 20 | $4.00K | 0.00% | +10+100.0% | Added |
| Rise Advisors, LLC | 18 | $3.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $3.58K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $3.58K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 16 | $3.37K | 0.00% | +16 | New |
| St Germain D J Co Inc | 15,790 | $3.33K | 0.00% | +498+3.3% | Added |
| Princeton Global Asset Management LLC | 15 | $3.00K | 0.00% | −15−50.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 13 | $3.00K | 0.00% | +13 | New |
| RWM Asset Management, LLC | 14 | $2.95K | 0.00% | +14 | New |
| Delos Wealth Advisors, LLC | 13 | $2.74K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 13 | $2.74K | 0.00% | +2+18.2% | Added |
| RFP Financial Group LLC | 12 | $2.53K | 0.00% | +12 | New |
| BerganKDV Wealth Management, LLC | 11 | $2.32K | 0.00% | −26−70.3% | Reduced |
| Truvestments Capital LLC | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $2.11K | 0.00% | +10 | New |
| Concord Wealth Partners | 10 | $2.11K | 0.00% | +10 | New |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| Byrne Asset Management LLC | 9 | $1.90K | 0.00% | −3−25.0% | Reduced |
| Quarry LP | 9 | $1.90K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $1.69K | 0.00% | +8 | New |
| Oakworth Capital, Inc. | 8 | $1.69K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 7 | $1.48K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7 | $1.48K | 0.00% | +4+133.3% | Added |
| Core Alternative Capital | 6 | $1.26K | 0.00% | −13−68.4% | Reduced |
| Key Financial Inc | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| Sound Income Strategies, LLC | 4 | $844 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4 | $844 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 2 | $422 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2 | $422 | 0.00% | +2 | New |