| CVA Family Office, LLC | 250 | $58.6K | 0.01% | +85+51.5% | Added |
| West Tower Group, LLC | 250 | $58.6K | 0.04% | +250 | New |
| EverSource Wealth Advisors, LLC | 244 | $57.2K | 0.01% | −458−65.2% | Reduced |
| Cranbrook Wealth Management, LLC | 233 | $54.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 230 | $53.9K | 0.01% | +230 | New |
| Larson Financial Group LLC | 220 | $51.6K | 0.01% | +109+98.2% | Added |
| Stonebridge Capital Advisors LLC | 212 | $49.7K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,918 | $49.5K | 1.47% | −26,918−50.0% | Reduced |
| Harbour Investments, Inc. | 203 | $47.6K | 0.00% | −72−26.2% | Reduced |
| St Germain D J Co Inc | 200 | $46.9K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 195 | $45.7K | 0.00% | −3−1.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 194 | $45.5K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 182 | $42.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 179 | $42.0K | 0.03% | +52+40.9% | Added |
| Baystate Wealth Management LLC | 179 | $42.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 172 | $39.8K | 0.03% | +172 | New |
| Deseret Mutual Benefit Administrators | 167 | $39.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 166 | $38.9K | 0.01% | +166 | New |
| South State Corp. | 160 | $37.5K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 152 | $35.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 150 | $35.2K | 0.00% | −9−5.7% | Reduced |
| Earnest Partners LLC | 148 | $34.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 145 | $34.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 131 | $30.7K | 0.00% | +100+322.6% | Added |
| Anchor Investment Management, LLC | 128 | $30.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 125 | $29.3K | 0.00% | −27−17.8% | Reduced |
| Financial Management Professionals, Inc. | 123 | $29.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 176 | $28.3K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 120 | $28.1K | 0.00% | −39−24.5% | Reduced |
| BDO Wealth Advisors, LLC | 115 | $27.0K | 0.00% | +40+53.3% | Added |
| VisionPoint Advisory Group, LLC | 114 | $26.7K | 0.01% | +114 | New |
| ORG Partners LLC | 114 | $26.7K | 0.00% | +114 | New |
| AdvisorNet Financial, Inc | 113 | $26.5K | 0.00% | −37−24.7% | Reduced |
| KB Financial Partners, LLC | 111 | $26.0K | 0.01% | −353−76.1% | Reduced |
| Venturi Wealth Management, LLC | 108 | $25.3K | 0.00% | −1−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 106 | $24.9K | 0.01% | −3−2.8% | Reduced |
| GW&K Investment Management, LLC | 101 | $24.0K | 0.00% | +91+910.0% | Added |
| Clear Street Markets LLC | 93 | $22.0K | 0.01% | +93 | New |
| Clearview Wealth Advisors LLC | 93 | $21.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,677 | $21.5K | 0.00% | +10+0.6% | Added |
| Halpern Financial, Inc. | 88 | $20.6K | 0.01% | +88 | New |
| West Paces Advisors Inc. | 86 | $20.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 85 | $19.9K | 0.00% | +85 | New |
| Carolinas Wealth Consulting LLC | 81 | $19.0K | 0.00% | +22+37.3% | Added |
| Magellan Asset Management Ltd | 80 | $18.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $17.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 72 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 70 | $16.4K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 69 | $16.2K | 0.01% | +69 | New |
| JFS Wealth Advisors, LLC | 68 | $15.9K | 0.00% | −4−5.6% | Reduced |
| True Wealth Design, LLC | 67 | $15.7K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 66 | $15.5K | 0.00% | +66 | New |
| Abound Wealth Management | 64 | $15.0K | 0.01% | +25+64.1% | Added |
| Quarry LP | 64 | $15.0K | 0.01% | +4+6.7% | Added |
| Pittenger & Anderson Inc | 63 | $14.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 63 | $14.8K | 0.00% | +13+26.0% | Added |
| Loomis Sayles & Co L P | 57 | $13.0K | 0.00% | −2,390−97.7% | Reduced |
| Versant Capital Management, Inc | 55 | $12.9K | 0.00% | +21+61.8% | Added |
| Harbor Investment Advisory, LLC | 54 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $12.2K | 0.00% | +52 | New |
| Chilton Capital Management LLC | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $11.7K | 0.01% | +50 | New |
| Belmont Capital, LLC | 46 | $10.8K | 0.01% | −9−16.4% | Reduced |
| Asset Dedication, LLC | 44 | $10.0K | 0.00% | −30−40.5% | Reduced |
| Red Tortoise LLC | 36 | $8.44K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $8.00K | 0.00% | +2+5.9% | Added |
| Marquette Asset Management, LLC | 34 | $7.97K | 0.00% | +34 | New |
| Hartford Financial Management Inc. | 33 | $7.74K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $7.74K | 0.00% | +33 | New |
| Northwest Investment Counselors, LLC | 31 | $7.27K | 0.00% | +31 | New |
| Strengthening Families & Communities, LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $6.80K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 29 | $6.80K | 0.00% | +14+93.3% | Added |
| Baker Avenue Asset Management, LP | 27 | $6.33K | 0.00% | −8−22.9% | Reduced |
| Central Bank & Trust Co | 26 | $6.10K | 0.00% | −21−44.7% | Reduced |
| Fiduciary Alliance LLC | 24 | $5.63K | 0.00% | +24 | New |
| DT Investment Partners, LLC | 23 | $5.37K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 235 | $5.32K | 0.02% | +25+11.9% | Added |
| Carmel Capital Partners, LLC | 22 | $5.16K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 22 | $5.08K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $4.92K | 0.00% | −59−73.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20 | $4.69K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.69K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $4.69K | 0.00% | +20 | New |
| Armstrong Advisory Group, Inc | 18 | $4.22K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $4.22K | 0.00% | +18 | New |
| Fairfield, Bush & Co. | 17 | $3.99K | 0.00% | +17 | New |
| Hollencrest Capital Management | 16 | $3.75K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $3.52K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $3.52K | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 14 | $3.28K | 0.00% | −11−44.0% | Reduced |
| Beacon Capital Management, LLC | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $3.00K | 0.00% | +20 | New |
| Lee Financial Co | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $2.58K | 0.00% | −1−8.3% | Reduced |
| North Star Investment Management Corp. | 11 | $2.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $2.58K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |