| Carolina Wealth Advisors, LLC | 45 | $17.5K | 0.01% | +45 | New |
| Evolution Wealth Management Inc. | 48 | $18.6K | 0.01% | +48 | New |
| GW&K Investment Management, LLC | 49 | $19.0K | 0.00% | +49 | New |
| Covestor Ltd | 50 | $20.0K | 0.01% | −129−72.1% | Reduced |
| Sachetta, LLC | 52 | $20.2K | 0.01% | +11+26.8% | Added |
| Country Trust Bank | 53 | $20.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 357 | $21.6K | 0.01% | +357 | New |
| Atlantic Trust, LLC | 56 | $21.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 56 | $21.7K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 59 | $22.9K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $24.5K | 0.00% | +63 | New |
| Hoey Investments, Inc | 65 | $25.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 65 | $25.2K | 0.00% | +21+47.7% | Added |
| Owl Creek Wealth Partners LLC | 65 | $25.2K | 0.01% | +65 | New |
| Blue Bell Private Wealth Management, LLC | 68 | $26.4K | 0.00% | +68 | New |
| Westside Investment Management, Inc. | 60 | $26.9K | 0.00% | +60 | New |
| McMillan Office, Inc. | 70 | $27.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 73 | $28.3K | 0.01% | −83−53.2% | Reduced |
| Intentional Wealth Strategies, LLC | 74 | $28.7K | 0.03% | +74 | New |
| CDKV Holdings LLC | 75 | $29.1K | 0.03% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 78 | $30.3K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 80 | $31.0K | 0.00% | +80 | New |
| Keating Financial Advisory Services, Inc. | 82 | $31.8K | 0.01% | +14+20.6% | Added |
| First Horizon Corp | 86 | $33.4K | 0.00% | −1−1.1% | Reduced |
| Asset Dedication, LLC | 88 | $34.2K | 0.00% | +84+2,100.0% | Added |
| Glass Jacobson Investment Advisors llc | 91 | $35.3K | 0.01% | +5+5.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $35.7K | 0.01% | −7−7.1% | Reduced |
| Activest Wealth Management | 93 | $36.1K | 0.01% | +7+8.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 94 | $36.5K | 0.00% | +20+27.0% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $38.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $38.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 100 | $38.8K | 0.01% | +57+132.6% | Added |
| Hartree Partners, LP | 100 | $38.8K | 0.01% | +100 | New |
| Torren Management, LLC | 102 | $39.6K | 0.02% | −124−54.9% | Reduced |
| Bogart Wealth, LLC | 103 | $40.0K | 0.00% | +89+635.7% | Added |
| Rossby Financial, LCC | 99 | $41.1K | 0.01% | +59+147.5% | Added |
| Harvest Fund Management Co., Ltd | 113 | $44.0K | 0.00% | +94+494.7% | Added |
| Bell Investment Advisors, Inc | 122 | $47.4K | 0.01% | −13−9.6% | Reduced |
| Private Wealth Management Group, LLC | 130 | $50.5K | 0.01% | −11−7.8% | Reduced |
| Dogwood Wealth Management LLC | 132 | $51.2K | 0.02% | +124+1,550.0% | Added |
| JFS Wealth Advisors, LLC | 133 | $51.6K | 0.00% | +1+0.8% | Added |
| Atlas Capital Advisors LLC | 135 | $52.4K | 0.01% | −163−54.7% | Reduced |
| Farmers & Merchants Investments Inc | 136 | $52.8K | 0.00% | +10+7.9% | Added |
| Transamerica Financial Advisors, Inc. | 150 | $58.2K | 0.00% | +44+41.5% | Added |
| SOA Wealth Advisors, LLC. | 150 | $58.2K | 0.01% | −100−40.0% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 164 | $59.9K | 0.00% | −182−52.6% | Reduced |
| CVA Family Office, LLC | 157 | $61.0K | 0.01% | +143+1,021.4% | Added |
| Whittier Trust Co of Nevada Inc | 141 | $61.2K | 0.00% | +65+85.5% | Added |
| Capital Advisors, Ltd. LLC | 161 | $63.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 165 | $64.1K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 167 | $64.8K | 0.00% | +167 | New |
| SJS Investment Consulting Inc. | 169 | $65.6K | 0.01% | +59+53.6% | Added |
| Community Bank, N.A. | 171 | $66.4K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 171 | $66.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 173 | $67.2K | 0.00% | +173 | New |
| Triumph Capital Management | 178 | $69.1K | 0.01% | +177+17,700.0% | Added |
| Eastern Bank | 192 | $74.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 203 | $78.8K | 0.01% | +199+4,975.0% | Added |
| Hilltop National Bank | 208 | $80.8K | 0.02% | +59+39.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 208 | $80.8K | 0.02% | +208 | New |
| Tompkins Financial Corp | 209 | $81.1K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 210 | $81.5K | 0.01% | +210 | New |
| St Germain D J Co Inc | 213 | $82.7K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 221 | $85.8K | 0.05% | +221 | New |
| Cullen/Frost Bankers, Inc. | 230 | $89.3K | 0.00% | +230 | New |
| Salomon & Ludwin, LLC | 200 | $89.6K | 0.01% | −6−2.9% | Reduced |
| Hilton Head Capital Partners, LLC | 232 | $90.1K | 0.05% | +200+625.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 235 | $91.2K | 0.03% | −135−36.5% | Reduced |
| Sound Income Strategies, LLC | 228 | $94.7K | 0.00% | +228 | New |
| Positano Wealth Management Ltd | 246 | $95.5K | 0.07% | −14−5.4% | Reduced |
| Colonial Trust Co | 247 | $95.8K | 0.01% | +10+4.2% | Added |
| Evelyn Partners Investment Management LLP | 250 | $97.1K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 253 | $98.2K | 0.01% | +253 | New |
| Gen-Wealth Partners Inc | 272 | $105.6K | 0.03% | +272 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 284 | $110.3K | 0.05% | +284 | New |
| Harel Insurance Investments & Financial Services Ltd. | 285 | $111.0K | 0.00% | +285 | New |
| EFG International AG | 288 | $111.8K | 0.00% | +288 | New |
| Spence Asset Management | 300 | $116.0K | 0.03% | +300 | New |
| Basecamp Wealth Advisors LLC | 324 | $125.8K | 0.03% | +12+3.8% | Added |
| AdvisorNet Financial, Inc | 340 | $132.0K | 0.01% | +7+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 362 | $140.5K | 0.04% | +98+37.1% | Added |
| Sunbelt Securities, Inc. | 366 | $142.1K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 367 | $142.5K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 370 | $143.6K | 0.01% | +79+27.1% | Added |
| JNBA Financial Advisors | 378 | $146.8K | 0.01% | −378−50.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 396 | $153.7K | 0.00% | −26,635−98.5% | Reduced |
| Whittier Trust Co | 358 | $155.5K | 0.00% | +31+9.5% | Added |
| Onefund, LLC | 385 | $159.6K | 0.10% | +385 | New |
| LRI Investments, LLC | 421 | $163.6K | 0.01% | +90+27.2% | Added |
| True Wealth Design, LLC | 452 | $175.5K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 497 | $192.9K | 0.07% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 501 | $194.6K | 0.13% | −388−43.6% | Reduced |
| Sage Rhino Capital LLC | 517 | $200.7K | 0.04% | −1,221−70.3% | Reduced |
| Alta Advisers Ltd | 518 | $201.1K | 0.07% | +518 | New |
| Versant Capital Management, Inc | 523 | $203.0K | 0.02% | +158+43.3% | Added |
| Byrne Financial Freedom, LLC | 525 | $203.8K | 0.10% | +525 | New |
| CogentBlue Wealth Advisors, LLC | 528 | $205.0K | 0.14% | +528 | New |
| MASTERINVEST Kapitalanlage GmbH | 530 | $205.8K | 0.02% | +530 | New |
| Jag Capital Management, LLC | 544 | $211.2K | 0.02% | −2,560−82.5% | Reduced |
| Werba Rubin Papier Wealth Management | 547 | $212.4K | 0.03% | +547 | New |
