| Spire Wealth Management | 297 | $89.0K | 0.01% | +196+194.1% | Added |
| Versant Capital Management, Inc | 294 | $88.2K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 290 | $87.0K | 0.02% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 284 | $85.2K | 0.00% | −8,722−96.8% | Reduced |
| Fiduciary Alliance LLC | 277 | $83.1K | 0.02% | +277 | New |
| Cassady Schiller Wealth Management, LLC | 275 | $82.5K | 0.05% | +275 | New |
| Crewe Advisors LLC | 270 | $81.0K | 0.01% | −73−21.3% | Reduced |
| Cambridge Trust Co | 263 | $79.0K | 0.00% | +14+5.6% | Added |
| Massmutual Trust Co FSB | 258 | $77.0K | 0.00% | +100+63.3% | Added |
| Fairfield Financial Advisors, LTD | 255 | $76.5K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 251 | $75.3K | 0.01% | +251 | New |
| Montag A & Associates Inc | 250 | $75.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 241 | $72.3K | 0.00% | +241 | New |
| Harbour Investments, Inc. | 240 | $72.0K | 0.00% | −11−4.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 239 | $71.7K | 0.00% | −758−76.0% | Reduced |
| State of Wyoming | 237 | $71.1K | 0.02% | +237 | New |
| AdvisorNet Financial, Inc | 236 | $70.8K | 0.01% | +27+12.9% | Added |
| Oakworth Capital, Inc. | 232 | $69.6K | 0.01% | +232 | New |
| Column Capital Advisors, LLC | 231 | $69.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 229 | $69.0K | 0.02% | +229 | New |
| Global Financial Private Client, LLC | 222 | $66.6K | 0.04% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 217 | $65.1K | 0.02% | +217 | New |
| Money Concepts Capital Corp | 210 | $63.0K | 0.00% | +176+517.6% | Added |
| BDO Wealth Advisors, LLC | 209 | $62.7K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 202 | $60.6K | 0.01% | −65−24.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 200 | $60.0K | 0.00% | +200 | New |
| Canton Hathaway, LLC | 200 | $60.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 191 | $57.3K | 0.01% | +2+1.1% | Added |
| Rosenberg Matthew Hamilton | 187 | $56.1K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 188 | $56.0K | 0.01% | −604−76.3% | Reduced |
| Centerpoint Advisors, LLC | 183 | $55.0K | 0.03% | +183 | New |
| Orion Capital Management LLC | 176 | $52.8K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 172 | $51.6K | 0.04% | +62+56.4% | Added |
| Farther Finance Advisors, LLC | 159 | $47.7K | 0.02% | +159 | New |
| Farmers & Merchants Investments Inc | 147 | $44.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 145 | $43.5K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 144 | $43.2K | 0.01% | −179−55.4% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $42.0K | 0.01% | +3+2.2% | Added |
| Coston, McIsaac & Partners | 140 | $42.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 138 | $41.4K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $41.4K | 0.02% | +138 | New |
| Sugarloaf Wealth Management, LLC | 136 | $40.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 123 | $37.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $36.9K | 0.01% | +37+43.0% | Added |
| Grey Fox Wealth Advisors, LLC | 119 | $35.7K | 0.02% | +119 | New |
| Sutton Wealth Advisors Inc. | 114 | $34.2K | 0.01% | −1−0.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 113 | $33.9K | 0.02% | +61+117.3% | Added |
| Baker Avenue Asset Management, LP | 112 | $33.6K | 0.00% | +112 | New |
| Hanson & Doremus Investment Management | 109 | $33.0K | 0.01% | +9+9.0% | Added |
| TFC Financial Management | 106 | $31.8K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $30.0K | 0.02% | +100 | New |
| Mendota Financial Group, LLC | 100 | $30.0K | 0.04% | +100 | New |
| Covestor Ltd | 83 | $25.0K | 0.02% | +12+16.9% | Added |
| Carolinas Wealth Consulting LLC | 79 | $23.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 76 | $23.0K | 0.00% | +16+26.7% | Added |
| SOA Wealth Advisors, LLC. | 74 | $22.2K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $21.9K | 0.01% | +73 | New |
| Riverview Trust Co | 71 | $21.0K | 0.02% | −157−68.9% | Reduced |
| Fred Alger Management, LLC | 67 | $20.1K | 0.00% | −224−77.0% | Reduced |
| Baldwin Brothers Inc | 65 | $19.5K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 62 | $18.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $18.0K | 0.00% | +13+27.7% | Added |
| Sit Investment Associates Inc | 54 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $14.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $13.2K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 44 | $13.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 44 | $13.2K | 0.00% | +44 | New |
| Cranbrook Wealth Management, LLC | 43 | $12.9K | 0.00% | −44−50.6% | Reduced |
| Tortoise Investment Management, LLC | 43 | $12.9K | 0.00% | +9+26.5% | Added |
| JJJ Advisors Inc. | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $12.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $12.3K | 0.00% | −167−80.3% | Reduced |
| Motco | 40 | $12.0K | 0.00% | +40 | New |
| IAG Wealth Partners, LLC | 40 | $12.0K | 0.00% | +40 | New |
| Valley National Advisers Inc | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 44 | $11.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 35 | $11.0K | 0.00% | +35 | New |
| Sofos Investments, Inc. | 300 | $10.2K | 0.11% | −4,256−93.4% | Reduced |
| Pinnacle Bancorp, Inc. | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 34 | $10.0K | 0.00% | +34 | New |
| Earnest Partners LLC | 33 | $9.90K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $9.60K | 0.01% | +4+14.3% | Added |
| MinichMacGregor Wealth Management, LLC | 32 | $9.60K | 0.00% | +32 | New |
| Beaird Harris Wealth Management, LLC | 32 | $9.60K | 0.00% | +32 | New |
| BerganKDV Wealth Management, LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $9.00K | 0.00% | +11+57.9% | Added |
| Lakewood Asset Management LLC | 30 | $9.00K | 0.01% | +30 | New |
| Capital Advisors, Ltd. LLC | 66 | $8.00K | 0.00% | +48+266.7% | Added |
| Meeder Asset Management Inc | 26 | $7.80K | 0.00% | −3,015−99.1% | Reduced |
| Quent Capital, LLC | 26 | $7.80K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $7.50K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $6.31K | 0.00% | +7+50.0% | Added |
| Glen Eagle Advisors, LLC | 21 | $6.30K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 20 | $6.00K | 0.00% | +20 | New |
| Castleview Partners, LLC | 20 | $6.00K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 19 | $5.70K | 0.00% | +19 | New |
| EWG Elevate Inc. | 19 | $5.70K | 0.00% | +19 | New |