| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $31.6K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 295 | $31.1K | 0.03% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 270 | $28.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 249 | $26.2K | 0.00% | +60+31.7% | Added |
| Laurel Wealth Advisors LLC | 246 | $25.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 244 | $25.7K | 0.03% | +244 | New |
| Coppell Advisory Solutions LLC | 239 | $25.2K | 0.01% | +239 | New |
| Coppell Advisory Solutions Corp. | 239 | $25.2K | 0.01% | +239 | New |
| Rise Advisors, LLC | 230 | $24.2K | 0.02% | −34−12.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 230 | $24.2K | 0.00% | −4−1.7% | Reduced |
| JJJ Advisors Inc. | 245 | $24.0K | 0.01% | −60−19.7% | Reduced |
| Ashburton (Jersey) Ltd | 215 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 217 | $22.8K | 0.00% | −402−64.9% | Reduced |
| BerganKDV Wealth Management, LLC | 215 | $22.6K | 0.00% | +10+4.9% | Added |
| First Manhattan Co | 213 | $22.4K | 0.00% | +3+1.4% | Added |
| Resurgent Financial Advisors LLC | 208 | $21.9K | 0.01% | +208 | New |
| Baker Avenue Asset Management, LP | 206 | $21.7K | 0.00% | +206 | New |
| Whittier Trust Co | 206 | $21.7K | 0.00% | −3−1.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 201 | $21.2K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 200 | $21.1K | 0.02% | −4−2.0% | Reduced |
| Godsey & Gibb Associates | 200 | $21.1K | 0.00% | +200 | New |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $21.1K | 0.02% | +200 | New |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $21.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 191 | $20.1K | 0.00% | +67+54.0% | Added |
| Duncker Streett & Co Inc | 191 | $20.1K | 0.00% | +191 | New |
| TCI Wealth Advisors, Inc. | 175 | $18.4K | 0.00% | −157−47.3% | Reduced |
| Catalyst Capital Advisors LLC | 170 | $17.9K | 0.00% | −1,581−90.3% | Reduced |
| Montag A & Associates Inc | 170 | $17.9K | 0.00% | −91−34.9% | Reduced |
| North Star Investment Management Corp. | 170 | $17.9K | 0.00% | −75−30.6% | Reduced |
| TFC Financial Management | 164 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 162 | $17.1K | 0.00% | −247−60.4% | Reduced |
| Core Alternative Capital | 160 | $16.8K | 0.00% | −3−1.8% | Reduced |
| Center for Financial Planning, Inc. | 156 | $16.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $16.3K | 0.01% | −1−0.6% | Reduced |
| Romano Brothers and Company | 151 | $15.9K | 0.00% | +151 | New |
| Trust Co of Vermont | 150 | $15.8K | 0.00% | +100+200.0% | Added |
| Operose Advisors LLC | 150 | $15.8K | 0.01% | +150 | New |
| Focused Wealth Management, Inc | 149 | $15.7K | 0.00% | +5+3.5% | Added |
| Farther Finance Advisors, LLC | 146 | $15.4K | 0.01% | +146 | New |
| Armstrong Advisory Group, Inc | 138 | $14.5K | 0.00% | +138 | New |
| Hoey Investments, Inc | 137 | $14.4K | 0.01% | +102+291.4% | Added |
| Beaird Harris Wealth Management, LLC | 133 | $14.0K | 0.00% | +133 | New |
| WD Rutherford LLC | 130 | $13.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 323 | $13.0K | 0.01% | +320+10,666.7% | Added |
| Abound Wealth Management | 120 | $12.6K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 120 | $12.6K | 0.00% | +120 | New |
| Live Oak Investment Partners | – | $12.6K | 0.01% | – | New |
| JFS Wealth Advisors, LLC | 115 | $12.1K | 0.00% | −152−56.9% | Reduced |
| TD Private Client Wealth LLC | 115 | $12.1K | 0.00% | +5+4.5% | Added |
| Baillie Gifford & Co | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 113 | $12.0K | 0.00% | +54+91.5% | Added |
| Riverview Trust Co | 111 | $12.0K | 0.01% | +111 | New |
| Financial Perspectives, Inc | 112 | $11.8K | 0.01% | +87+348.0% | Added |
| Bartlett & Co. Wealth Management LLC | 110 | $11.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $11.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $10.7K | 0.00% | −220−68.3% | Reduced |
| Fairfield Financial Advisors, LTD | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 100 | $10.5K | 0.00% | +100 | New |
| PrairieView Partners, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $10.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 97 | $10.0K | 0.00% | +97 | New |
| NewSquare Capital LLC | 93 | $9.79K | 0.00% | −7−7.0% | Reduced |
| Johnson Midwest Financial, LLC | 82 | $9.00K | 0.03% | +82 | New |
| Zions Bancorporation, N.A. | 82 | $8.63K | 0.00% | +15+22.4% | Added |
| Pittenger & Anderson Inc | 80 | $8.42K | 0.00% | −225−73.8% | Reduced |
| Earnest Partners LLC | 80 | $8.42K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 80 | $8.42K | 0.00% | +80 | New |
| Blue Bell Private Wealth Management, LLC | 78 | $8.21K | 0.00% | −113−59.2% | Reduced |
| Quent Capital, LLC | 77 | $8.11K | 0.00% | −19−19.8% | Reduced |
| Front Row Advisors LLC | 75 | $8.00K | 0.00% | −100−57.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 75 | $7.90K | 0.00% | −1,000−93.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 75 | $7.90K | 0.00% | +75 | New |
| Financial Freedom, LLC | 67 | $7.05K | 0.00% | +67 | New |
| Hantz Financial Services, Inc. | 70 | $7.00K | 0.00% | −29−29.3% | Reduced |
| Simplex Trading, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 61 | $6.42K | 0.00% | −139−69.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 56 | $5.90K | 0.00% | +56 | New |
| Tradewinds Capital Management, LLC | 55 | $5.79K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $5.26K | 0.00% | +50 | New |
| Carmichael Hill & Associates, Inc. | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $5.26K | 0.00% | +6+13.6% | Added |
| Evermay Wealth Management LLC | 50 | $5.26K | 0.00% | +25+100.0% | Added |
| Affiance Financial, LLC | 50 | $5.26K | 0.00% | +50 | New |
| MinichMacGregor Wealth Management, LLC | 50 | $5.26K | 0.00% | +50 | New |
| City State Bank | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 47 | $5.00K | 0.00% | +5+11.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 45 | $5.00K | 0.00% | +25+125.0% | Added |