| Family Legacy Financial Solutions, LLC | 34 | $11.9K | 0.01% | +34 | New |
| Tradewinds Capital Management, LLC | 34 | $11.9K | 0.00% | +5+17.2% | Added |
| TD Private Client Wealth LLC | 35 | $12.3K | 0.00% | −576−94.3% | Reduced |
| Financially Speaking Inc | 35 | $12.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 36 | $12.6K | 0.00% | −39−52.0% | Reduced |
| Fortitude Family Office, LLC | 37 | $13.0K | 0.00% | −11−22.9% | Reduced |
| S&T Bank | 37 | $13.0K | 0.00% | +30+428.6% | Added |
| Beacon Capital Management, LLC | 38 | $13.3K | 0.00% | −31−44.9% | Reduced |
| Bruce G. Allen Investments, LLC | 38 | $13.3K | 0.01% | +12+46.2% | Added |
| Financial Management Professionals, Inc. | 39 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 40 | $14.0K | 0.01% | +40 | New |
| Atlantic Trust, LLC | 41 | $14.4K | 0.00% | +24+141.2% | Added |
| Atlantic Union Bankshares Corp | 42 | $14.7K | 0.00% | +42 | New |
| First PREMIER Bank | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $15.5K | 0.00% | +21+67.7% | Added |
| St Germain D J Co Inc | 45 | $15.8K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 45 | $15.8K | 0.01% | +45 | New |
| Hilltop National Bank | 45 | $15.8K | 0.00% | +45 | New |
| Briaud Financial Planning, Inc | 46 | $16.0K | 0.01% | +46 | New |
| Valued Wealth Advisors LLC | 46 | $16.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 49 | $17.2K | 0.00% | −25−33.8% | Reduced |
| Keystone Global Partners, LLC | 50 | $17.5K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 50 | $17.5K | 0.01% | −62−55.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 50 | $17.5K | 0.00% | −46−47.9% | Reduced |
| Groupe la Francaise | 50 | $17.5K | 0.00% | −17−25.4% | Reduced |
| Princeton Global Asset Management LLC | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $17.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $17.5K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 50 | $17.5K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $17.5K | 0.01% | +5+11.1% | Added |
| United Community Bank | 50 | $17.5K | 0.01% | +50 | New |
| WPG Advisers, LLC | 51 | $17.9K | 0.02% | −5−8.9% | Reduced |
| Rialto Wealth Management, LLC | 54 | $18.9K | 0.01% | +22+68.8% | Added |
| Private Wealth Management Group, LLC | 55 | $19.3K | 0.01% | −14−20.3% | Reduced |
| Private Trust Co NA | 56 | $19.6K | 0.00% | +56 | New |
| Sachetta, LLC | 56 | $19.6K | 0.01% | +7+14.3% | Added |
| Evolution Wealth Management Inc. | 57 | $20.0K | 0.02% | +57 | New |
| JFS Wealth Advisors, LLC | 58 | $20.3K | 0.00% | +23+65.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 59 | $20.7K | 0.00% | −125−67.9% | Reduced |
| DT Investment Partners, LLC | 59 | $20.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 59 | $20.7K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 60 | $21.0K | 0.00% | +60 | New |
| Sierra Ocean, LLC | 61 | $21.4K | 0.02% | +49+408.3% | Added |
| Painted Porch Advisors LLC | 62 | $21.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 65 | $22.8K | 0.00% | −5−7.1% | Reduced |
| Centricity Wealth Management, LLC | 65 | $22.8K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 65 | $22.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $24.5K | 0.00% | +1+1.4% | Added |
| Signature Resources Capital Management, LLC | 73 | $25.6K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 83 | $29.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 84 | $29.4K | 0.01% | +3+3.7% | Added |
| ZRC Wealth Management, LLC | 85 | $29.8K | 0.01% | −13−13.3% | Reduced |
| Salem Investment Counselors Inc | 85 | $29.8K | 0.00% | −9−9.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 86 | $30.1K | 0.00% | +86 | New |
| SIMA Wealth Partners, LLC | 87 | $30.5K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 105 | $31.7K | 0.00% | +105 | New |
| Murphy & Mullick Capital Management Corp | 90 | $32.1K | 0.03% | +20+28.6% | Added |
| City State Bank | 95 | $33.3K | 0.01% | +95 | New |
| Glen Eagle Advisors, LLC | 97 | $34.0K | 0.01% | −10−9.3% | Reduced |
| Financial Gravity Companies, Inc. | 98 | $34.3K | 0.01% | +98 | New |
| Peoples Financial Services Corp. | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $35.0K | 0.03% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $35.0K | 0.01% | +75+300.0% | Added |
| MV Capital Management, Inc. | 101 | $35.4K | 0.00% | +69+215.6% | Added |
| Bell Investment Advisors, Inc | 104 | $36.5K | 0.01% | −5−4.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 105 | $36.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 112 | $39.3K | 0.02% | +69+160.5% | Added |
| GW&K Investment Management, LLC | 115 | $40.0K | 0.00% | +115 | New |
| Uniplan Investment Counsel, Inc. | 117 | $41.0K | 0.00% | +117 | New |
| Covestor Ltd | 118 | $42.0K | 0.02% | −1−0.8% | Reduced |
| TradeLink Capital LLC | 2,500 | $43.0K | 0.15% | +2,500 | New |
| Optimum Investment Advisors | 125 | $43.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 126 | $44.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 130 | $45.6K | 0.00% | +130 | New |
| Colonial Trust Advisors | 131 | $45.9K | 0.00% | −110−45.6% | Reduced |
| Meeder Asset Management Inc | 131 | $45.9K | 0.00% | +14+12.0% | Added |
| Bayforest Capital Ltd | 137 | $48.0K | 0.02% | −1,764−92.8% | Reduced |
| Highline Wealth Partners LLC | 137 | $48.0K | 0.01% | −10−6.8% | Reduced |
| Centiva Capital, LP | 142 | $49.8K | 0.00% | −1,404−90.8% | Reduced |
| Clear Street Markets LLC | 142 | $49.8K | 0.02% | +142 | New |
| NewSquare Capital LLC | 145 | $50.8K | 0.00% | +125+625.0% | Added |
| Pittenger & Anderson Inc | 145 | $50.8K | 0.00% | −10−6.5% | Reduced |
| Barrett & Company, Inc. | 150 | $52.6K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 155 | $54.3K | 0.00% | −35−18.4% | Reduced |
| UMA Financial Services, Inc. | 155 | $54.3K | 0.01% | +8+5.4% | Added |
| South State Corp. | 155 | $54.3K | 0.00% | −30−16.2% | Reduced |
| North Star Investment Management Corp. | 158 | $55.4K | 0.00% | +158 | New |
| MPWM Advisory Solutions, LLC | 160 | $56.1K | 0.04% | −20−11.1% | Reduced |
| Chelsea Counsel Co | 170 | $59.6K | 0.03% | −400−70.2% | Reduced |
| Cedar Mountain Advisors, LLC | 177 | $62.0K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 180 | $63.1K | 0.01% | +1+0.6% | Added |
| Zions Bancorporation, National Association | 190 | $66.6K | 0.00% | +190 | New |
| Oliver Lagore Vanvalin Investment Group | 390 | $67.2K | 0.03% | +390 | New |
| Ameriflex Group, Inc. | 180 | $67.5K | 0.04% | +30+20.0% | Added |
| Berbice Capital Management LLC | 195 | $68.3K | 0.05% | 00.0% | Unchanged |
| BNP Paribas | 195 | $69.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 200 | $70.0K | 0.02% | +200 | New |
