| WFA of San Diego, LLC | 500 | $117.2K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 490 | $114.8K | 0.00% | +65+15.3% | Added |
| Parkside Financial Bank & Trust | 476 | $111.5K | 0.03% | −30−5.9% | Reduced |
| Operose Advisors LLC | 467 | $109.4K | 0.04% | +467 | New |
| GHP Investment Advisors, Inc. | 434 | $108.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 433 | $101.5K | 0.05% | +62+16.7% | Added |
| Salem Investment Counselors Inc | 418 | $97.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 405 | $94.9K | 0.01% | +123+43.6% | Added |
| Hexagon Capital Partners LLC | 404 | $94.7K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $93.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 397 | $93.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 377 | $88.3K | 0.02% | +211+127.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 368 | $86.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 346 | $81.8K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 338 | $79.2K | 0.05% | −19−5.3% | Reduced |
| Altshuler Shaham Ltd | 319 | $74.7K | 0.00% | +194+155.2% | Added |
| Bell Investment Advisors, Inc | 294 | $68.9K | 0.02% | −14−4.5% | Reduced |
| MV Capital Management, Inc. | 292 | $68.4K | 0.01% | +5+1.7% | Added |
| EverSource Wealth Advisors, LLC | 281 | $65.8K | 0.01% | +37+15.2% | Added |
| Zions Bancorporation, N.A. | 250 | $58.6K | 0.01% | −2−0.8% | Reduced |
| Clear Investment Research, LLC | 250 | $58.6K | 0.10% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 241 | $56.5K | 0.00% | +241 | New |
| Cranbrook Wealth Management, LLC | 233 | $54.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 230 | $53.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 230 | $53.9K | 0.01% | +110+91.7% | Added |
| Flaharty Asset Management, LLC | 210 | $49.2K | 0.01% | +210 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 25,815 | $47.4K | 1.38% | −1,103−4.1% | Reduced |
| Catalyst Capital Advisors LLC | 202 | $47.3K | 0.00% | +52+34.7% | Added |
| Stonebridge Capital Advisors LLC | 200 | $46.9K | 0.01% | −12−5.7% | Reduced |
| St Germain D J Co Inc | 200 | $46.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 193 | $45.2K | 0.00% | −2−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 182 | $42.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 179 | $41.9K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 179 | $41.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 178 | $41.7K | 0.01% | +50+39.1% | Added |
| South State Corp. | 160 | $37.5K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 152 | $35.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 150 | $35.1K | 0.00% | −70−31.8% | Reduced |
| Earnest Partners LLC | 148 | $34.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 145 | $34.0K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 133 | $31.0K | 0.00% | +133 | New |
| Deseret Mutual Benefit Administrators | 132 | $30.9K | 0.02% | −35−21.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 129 | $30.2K | 0.00% | −191−59.7% | Reduced |
| Financial Management Professionals, Inc. | 123 | $29.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 123 | $28.8K | 0.00% | +15+13.9% | Added |
| LGT Financial Advisors LLC | 123 | $28.8K | 0.04% | +123 | New |
| VisionPoint Advisory Group, LLC | 110 | $25.8K | 0.01% | −4−3.5% | Reduced |
| Ofi Invest Asset Management | 116 | $25.7K | 0.00% | +116 | New |
| Prestige Wealth Management Group LLC | 106 | $24.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 104 | $24.0K | 0.00% | +3+3.0% | Added |
| Private Ocean, LLC | 100 | $23.4K | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 96 | $22.5K | 0.01% | +26+37.1% | Added |
| Carmel Capital Partners, LLC | 91 | $21.3K | 0.01% | +69+313.6% | Added |
| Headinvest, LLC | 90 | $21.3K | 0.00% | +90 | New |
| FinTrust Capital Advisors, LLC | 90 | $21.1K | 0.00% | −86−48.9% | Reduced |
| ORG Partners LLC | 89 | $20.8K | 0.01% | −25−21.9% | Reduced |
| Pathway Financial Advisers, LLC | 86 | $20.1K | 0.01% | +86 | New |
| Asset Dedication, LLC | 82 | $19.0K | 0.00% | +38+86.4% | Added |
| Magellan Asset Management Ltd | 80 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 81 | $18.0K | 0.00% | +81 | New |
| AdvisorNet Financial, Inc | 76 | $17.8K | 0.00% | −37−32.7% | Reduced |
| Front Row Advisors LLC | 74 | $17.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 72 | $16.9K | 0.00% | −13−15.3% | Reduced |
| Aspire Private Capital, LLC | 71 | $16.6K | 0.01% | −1−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $15.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 67 | $15.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 65 | $15.2K | 0.01% | +65 | New |
| SRS Capital Advisors, Inc. | 63 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 60 | $14.1K | 0.00% | +60 | New |
| Harbour Investments, Inc. | 59 | $13.8K | 0.00% | −144−70.9% | Reduced |
| Abound Wealth Management | 55 | $12.9K | 0.01% | −9−14.1% | Reduced |
| Versant Capital Management, Inc | 54 | $12.7K | 0.00% | −1−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 54 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $12.4K | 0.00% | +1+1.9% | Added |
| Valley National Advisers Inc | 52 | $12.0K | 0.00% | +47+940.0% | Added |
| Carolinas Wealth Consulting LLC | 50 | $12.0K | 0.00% | −31−38.3% | Reduced |
| Chilton Capital Management LLC | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $11.7K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 43 | $10.0K | 0.00% | +43 | New |
| HM Payson & Co | 42 | $9.84K | 0.00% | +27+180.0% | Added |
| Nemes Rush Group LLC | 40 | $9.37K | 0.00% | +40 | New |
| Red Tortoise LLC | 36 | $8.44K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $7.97K | 0.00% | +28+466.7% | Added |
| Hartford Financial Management Inc. | 33 | $7.73K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $7.73K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 32 | $7.50K | 0.00% | +32 | New |
| Atlas Capital Advisors LLC | 31 | $7.26K | 0.00% | −100−76.3% | Reduced |
| Northwest Investment Counselors, LLC | 31 | $7.26K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 31 | $7.26K | 0.00% | +31 | New |
| Blue Bell Private Wealth Management, LLC | 30 | $7.03K | 0.00% | +10+50.0% | Added |
| Clear Street Markets LLC | 30 | $7.00K | 0.00% | −63−67.7% | Reduced |
| Raffa Wealth Management, LLC | 29 | $6.79K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $6.33K | 0.00% | −7−20.6% | Reduced |
| Central Bank & Trust Co | 26 | $6.09K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 23 | $5.39K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 22 | $5.16K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 21 | $5.00K | 0.00% | −8−27.6% | Reduced |
| Steward Financial Group LLC | 23 | $5.00K | 0.00% | +23 | New |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.69K | 0.00% | 00.0% | Unchanged |