| Cary Street Partner Investment Advisory LLC | 391 | $122.2K | 0.03% | +57+17.1% | Added |
| DV Equities, LLC | 382 | $119.4K | 0.02% | +382 | New |
| Westfuller Advisors, LLC | 377 | $117.7K | 0.05% | +8+2.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 371 | $116.0K | 0.02% | −32−7.9% | Reduced |
| Alphadyne Asset Management LP | 371 | $116.0K | 0.01% | +371 | New |
| Strategic Advocates LLC | 359 | $113.3K | 0.03% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 361 | $113.0K | 0.02% | +361 | New |
| Rothschild Investment LLC | 350 | $109.4K | 0.01% | +14+4.2% | Added |
| CVA Family Office, LLC | 349 | $109.1K | 0.01% | −27−7.2% | Reduced |
| Elyxium Wealth, LLC | 343 | $107.2K | 0.03% | −394−53.5% | Reduced |
| Investors Portfolio Services LLC | 336 | $105.0K | 0.09% | +336 | New |
| JNBA Financial Advisors | 322 | $100.7K | 0.01% | +4+1.3% | Added |
| Principia Wealth Advisory, LLC | 313 | $97.8K | 0.06% | +196+167.5% | Added |
| MV Capital Management, Inc. | 305 | $95.3K | 0.01% | +1+0.3% | Added |
| REAP Financial Group, LLC | 294 | $92.0K | 0.02% | +42+16.7% | Added |
| Flagship Harbor Advisors, LLC | 292 | $91.3K | 0.00% | −564−65.9% | Reduced |
| MPWM Advisory Solutions, LLC | 290 | $90.6K | 0.05% | −43−12.9% | Reduced |
| WPG Advisers, LLC | 289 | $90.3K | 0.07% | −173−37.4% | Reduced |
| Trust Co of Vermont | 286 | $89.4K | 0.00% | +6+2.1% | Added |
| New Millennium Group LLC | 282 | $88.1K | 0.04% | −6,120−95.6% | Reduced |
| Turning Point Benefit Group, Inc. | 275 | $86.0K | 0.04% | +51+22.8% | Added |
| Bell Investment Advisors, Inc | 271 | $84.7K | 0.01% | +2+0.7% | Added |
| Versant Capital Management, Inc | 271 | $84.7K | 0.01% | −91−25.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 259 | $81.0K | 0.00% | −1,053−80.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 258 | $80.6K | 0.01% | +113+77.9% | Added |
| Medallion Wealth Advisors, LLC | 253 | $79.1K | 0.03% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 252 | $78.8K | 0.10% | −15−5.6% | Reduced |
| Ancora Advisors, LLC | 251 | $78.6K | 0.00% | +98+64.1% | Added |
| GW&K Investment Management, LLC | 239 | $75.0K | 0.00% | +4+1.7% | Added |
| South State Corp. | 233 | $72.8K | 0.00% | +17+7.9% | Added |
| UMA Financial Services, Inc. | 229 | $71.6K | 0.01% | −96−29.5% | Reduced |
| GHP Investment Advisors, Inc. | 215 | $67.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 213 | $66.6K | 0.03% | −255−54.5% | Reduced |
| Hoey Investments, Inc | 210 | $65.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 207 | $64.7K | 0.02% | +130+168.8% | Added |
| Peoples Financial Services Corp. | 206 | $64.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 205 | $64.0K | 0.03% | −9−4.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 200 | $63.5K | 0.00% | +200 | New |
| State of Wyoming | 202 | $63.1K | 0.01% | +202 | New |
| St Germain D J Co Inc | 200 | $62.5K | 0.00% | −473−70.3% | Reduced |
| Root Financial Partners, LLC | 200 | $62.5K | 0.00% | +9+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 193 | $60.3K | 0.00% | −9−4.5% | Reduced |
| Meeder Asset Management Inc | 193 | $60.3K | 0.00% | +8+4.3% | Added |
| Valley National Advisers Inc | 190 | $59.0K | 0.01% | −43−18.5% | Reduced |
| Washington Trust Advisors, Inc. | 182 | $56.7K | 0.00% | +26+16.7% | Added |
| Cranbrook Wealth Management, LLC | 180 | $56.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 179 | $56.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 173 | $54.1K | 0.02% | −6−3.4% | Reduced |
| Rakuten Securities, Inc. | 163 | $51.0K | 0.02% | +14+9.4% | Added |
| Compagnie Lombard Odier SCmA | 152 | $47.5K | 0.00% | −1,480−90.7% | Reduced |
| Private Wealth Asset Management, LLC | 149 | $46.6K | 0.01% | −65−30.4% | Reduced |
| JFS Wealth Advisors, LLC | 148 | $46.3K | 0.00% | +80+117.6% | Added |
| High Note Wealth, LLC | 146 | $45.6K | 0.01% | +18+14.1% | Added |
| American National Bank | 141 | $44.1K | 0.00% | +141 | New |
| ORG Partners LLC | 136 | $42.5K | 0.01% | +10+7.9% | Added |
| Salomon & Ludwin, LLC | 141 | $42.5K | 0.00% | +19+15.6% | Added |
| Anchor Investment Management, LLC | 134 | $41.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 133 | $41.6K | 0.00% | +5+3.9% | Added |
| Princeton Global Asset Management LLC | 126 | $39.4K | 0.01% | −5−3.8% | Reduced |
| Prosperity Bancshares Inc | 123 | $38.4K | 0.03% | +123 | New |
| Truvestments Capital LLC | 117 | $36.6K | 0.01% | −26−18.2% | Reduced |
| Vermillion Wealth Management, Inc. | 117 | $36.6K | 0.01% | +100+588.2% | Added |
| Fortitude Family Office, LLC | 112 | $35.0K | 0.01% | −2−1.8% | Reduced |
| Estate Planners Group, LLC | 111 | $34.7K | 0.02% | +111 | New |
| Titan Wealth (CI) Ltd | 110 | $34.4K | 0.01% | +110 | New |
| Wealth Watch Advisors, INC | 110 | $34.4K | 0.01% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 109 | $34.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 109 | $34.1K | 0.00% | +109 | New |
| Kemnay Advisory Services Inc. | 108 | $33.8K | 0.01% | +108 | New |
| Greenline Wealth Management LLC | 108 | $33.6K | 0.03% | +108 | New |
| MidAtlantic Capital Management, Inc. | 103 | $32.2K | 0.02% | +103 | New |
| Cornerstone Planning Group LLC | 100 | $32.0K | 0.00% | +7+7.5% | Added |
| Avalon Trust Co | 102 | $31.9K | 0.00% | −32−23.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 101 | $31.6K | 0.03% | −322−76.1% | Reduced |
| Missouri Trust & Investment Co | 100 | $31.3K | 0.01% | −21−17.4% | Reduced |
| Costello Asset Management, INC | 100 | $31.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $31.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 98 | $30.6K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 97 | $30.3K | 0.01% | +97 | New |
| Golden State Wealth Management, LLC | 95 | $29.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 95 | $29.7K | 0.00% | +95 | New |
| Swiss Re Ltd | 94 | $29.4K | 0.00% | +94 | New |
| Creative Financial Designs Inc | 91 | $28.4K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 91 | $28.4K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 782 | $28.3K | 0.02% | +42+5.7% | Added |
| CBIZ Investment Advisory Services, LLC | 89 | $27.8K | 0.00% | −4−4.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 88 | $27.5K | 0.00% | +88 | New |
| Asset Dedication, LLC | 85 | $26.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 83 | $25.9K | 0.01% | −5−5.7% | Reduced |
| Legacy Bridge, LLC | 82 | $25.6K | 0.01% | +28+51.9% | Added |
| Canton Hathaway, LLC | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $24.7K | 0.01% | −4−4.8% | Reduced |
| 1015 Capital Partners, LLC | 74 | $23.1K | 0.02% | +74 | New |
| Park Place Capital Corp | 73 | $22.8K | 0.00% | +6+9.0% | Added |
| Aster Capital Management (DIFC) Ltd | 72 | $22.5K | 0.01% | −512−87.7% | Reduced |
| MCF Advisors LLC | 71 | $22.2K | 0.00% | +25+54.3% | Added |
| Dogwood Wealth Management LLC | 65 | $20.3K | 0.01% | +17+35.4% | Added |
| Nemes Rush Group LLC | 65 | $20.3K | 0.00% | +25+62.5% | Added |
| Legacy Wealth Managment, LLC | 61 | $19.1K | 0.01% | +30+96.8% | Added |
| Howard Hughes Medical Institute | 59 | $18.4K | 0.01% | 00.0% | Unchanged |
