| RFP Financial Group LLC | 63 | $19.6K | 0.01% | +17+37.0% | Added |
| Creekmur Asset Management LLC | 63 | $19.6K | 0.01% | +63 | New |
| Jones Financial Companies LLLP | 66 | $20.5K | 0.00% | +54+450.0% | Added |
| True Wealth Design, LLC | 69 | $21.5K | 0.01% | +2+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 70 | $21.8K | 0.01% | +70 | New |
| FWL Investment Management, LLC | 71 | $22.1K | 0.01% | −20−22.0% | Reduced |
| VisionPoint Advisory Group, LLC | 71 | $22.1K | 0.01% | −3−4.1% | Reduced |
| Aspire Private Capital, LLC | 71 | $22.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $23.0K | 0.01% | +74 | New |
| Bullock Wealth Management Group | 74 | $23.1K | 0.02% | +74 | New |
| Larson Financial Group LLC | 77 | $24.0K | 0.00% | −100−56.5% | Reduced |
| Magellan Asset Management Ltd | 80 | $24.9K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 80 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 81 | $25.0K | 0.02% | +81 | New |
| RiverPark Advisors, LLC | 82 | $25.5K | 0.02% | +82 | New |
| Asset Dedication, LLC | 82 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89 | $27.7K | 0.00% | +21+30.9% | Added |
| Deseret Mutual Benefit Administrators | 98 | $30.5K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 99 | $30.8K | 0.01% | −13−11.6% | Reduced |
| GW&K Investment Management, LLC | 101 | $31.0K | 0.00% | −2−1.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 100 | $31.1K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $31.1K | 0.07% | +100 | New |
| Fortitude Family Office, LLC | 101 | $31.4K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 111 | $31.7K | 0.00% | +111 | New |
| Ofi Invest Asset Management | 112 | $32.3K | 0.00% | +2+1.8% | Added |
| Annapolis Financial Services, LLC | 104 | $32.4K | 0.01% | +104 | New |
| Prestige Wealth Management Group LLC | 106 | $33.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 108 | $33.0K | 0.00% | +9+9.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 107 | $33.3K | 0.01% | +32+42.7% | Added |
| JFS Wealth Advisors, LLC | 111 | $34.6K | 0.00% | +27+32.1% | Added |
| Quest Partners LLC | 116 | $36.1K | 0.01% | −4,152−97.3% | Reduced |
| Hollencrest Capital Management | 118 | $36.7K | 0.00% | +102+637.5% | Added |
| Union Savings Bank | 120 | $37.4K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 123 | $38.3K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 126 | $39.2K | 0.00% | +43+51.8% | Added |
| Plante Moran Financial Advisors, LLC | 129 | $40.2K | 0.00% | −33−20.4% | Reduced |
| Barrett & Company, Inc. | 145 | $45.1K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 146 | $45.4K | 0.02% | +146 | New |
| Cranbrook Wealth Management, LLC | 155 | $48.2K | 0.01% | −78−33.5% | Reduced |
| Caitlin John, LLC | 160 | $49.8K | 0.04% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 160 | $49.8K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 178 | $55.4K | 0.00% | +5+2.9% | Added |
| AllSquare Wealth Management LLC | 179 | $55.7K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 182 | $56.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 184 | $57.0K | 0.01% | +184 | New |
| Financial Management Professionals, Inc. | 193 | $60.0K | 0.01% | +70+56.9% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $62.3K | 0.00% | −1,507−88.3% | Reduced |
| St Germain D J Co Inc | 200 | $62.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 223 | $69.4K | 0.03% | +116+108.4% | Added |
| ZRC Wealth Management, LLC | 237 | $73.8K | 0.04% | +237 | New |
| Venturi Wealth Management, LLC | 238 | $74.1K | 0.00% | +107+81.7% | Added |
| Rothschild Investment LLC | 243 | $75.6K | 0.01% | +27+12.5% | Added |
| Zions Bancorporation, N.A. | 245 | $76.3K | 0.01% | −4−1.6% | Reduced |
| Clear Investment Research, LLC | 250 | $77.8K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 251 | $78.1K | 0.03% | −194−43.6% | Reduced |
| DSM Capital Partners LLC | 254 | $79.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 262 | $81.6K | 0.00% | +7+2.7% | Added |
| Anchor Investment Management, LLC | 276 | $85.9K | 0.01% | −1,944−87.6% | Reduced |
| Harbour Investments, Inc. | 281 | $87.5K | 0.00% | +183+186.7% | Added |
| CVA Family Office, LLC | 285 | $88.7K | 0.02% | +2+0.7% | Added |
| MV Capital Management, Inc. | 291 | $90.6K | 0.01% | −2−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 292 | $90.9K | 0.00% | +140+92.1% | Added |
| Bell Investment Advisors, Inc | 301 | $93.7K | 0.02% | +8+2.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 309 | $96.2K | 0.00% | +309 | New |
| State of Wyoming | 323 | $100.5K | 0.02% | +94+41.0% | Added |
| GHP Investment Advisors, Inc. | 340 | $105.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 342 | $106.5K | 0.09% | +337+6,740.0% | Added |
| Global Financial Private Client, LLC | 346 | $108.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 368 | $115.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 387 | $120.5K | 0.01% | +200+107.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $121.4K | 0.05% | +70+21.9% | Added |
| Ronald Blue Trust, Inc. | 395 | $123.0K | 0.00% | −290−42.3% | Reduced |
| Riverview Trust Co | 397 | $123.6K | 0.10% | +397 | New |
| Westside Investment Management, Inc. | 400 | $124.9K | 0.03% | +400 | New |
| Salem Investment Counselors Inc | 403 | $125.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 409 | $127.3K | 0.02% | −3−0.7% | Reduced |
| Creative Financial Designs Inc | 430 | $133.8K | 0.01% | +200+87.0% | Added |
| Crewe Advisors LLC | 446 | $138.8K | 0.02% | +446 | New |
| Private Trust Co NA | 449 | $139.8K | 0.02% | −30−6.3% | Reduced |
| Hexagon Capital Partners LLC | 481 | $149.7K | 0.03% | +27+5.9% | Added |
| ICA Group Wealth Management, LLC | 484 | $150.7K | 0.03% | +11+2.3% | Added |
| Raleigh Capital Management Inc. | 510 | $158.9K | 0.07% | +54+11.8% | Added |
| Bleichroeder LP | 525 | $163.4K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 525 | $163.4K | 0.03% | +11+2.1% | Added |
| Rakuten Securities, Inc. | 559 | $174.0K | 0.08% | +394+238.8% | Added |
| Covestor Ltd | 568 | $177.0K | 0.11% | +226+66.1% | Added |
| Leonteq Securities AG | 602 | $187.4K | 0.03% | +294+95.5% | Added |
| EverSource Wealth Advisors, LLC | 684 | $188.5K | 0.01% | +23+3.5% | Added |
| Advisors Asset Management, Inc. | 624 | $194.2K | 0.00% | −4−0.6% | Reduced |
| Virtus Investment Advisers, Inc. | 643 | $200.2K | 0.14% | −68−9.6% | Reduced |
| OneAscent Wealth Management LLC | 645 | $201.0K | 0.08% | −279−30.2% | Reduced |
| Plancorp, LLC | 646 | $201.1K | 0.01% | +646 | New |
| Claro Advisors LLC | 646 | $201.1K | 0.03% | +646 | New |
| Moss Adams Wealth Advisors LLC | 647 | $201.4K | 0.03% | +647 | New |
| Carnegie Capital Asset Management, LLC | 650 | $202.3K | 0.01% | +650 | New |
| Family Firm, Inc. | 651 | $202.6K | 0.05% | +651 | New |
| Keel Point, LLC | 656 | $204.2K | 0.02% | +656 | New |
| Oarsman Capital, Inc. | 656 | $204.2K | 0.05% | +656 | New |
| Signal Advisors Wealth, LLC | 661 | $205.7K | 0.05% | +661 | New |
| 180 Wealth Advisors, LLC | 664 | $206.7K | 0.04% | +664 | New |