| GoalVest Advisory LLC | 105 | $24.3K | 0.01% | −13−11.0% | Reduced |
| Coppell Advisory Solutions LLC | 108 | $25.0K | 0.01% | +97+881.8% | Added |
| Cape Investment Advisory, Inc. | 110 | $25.4K | 0.01% | +110 | New |
| Glen Eagle Advisors, LLC | 112 | $25.9K | 0.01% | −3−2.6% | Reduced |
| Ofi Invest Asset Management | 128 | $26.8K | 0.00% | −1−0.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 117 | $27.1K | 0.00% | −900−88.5% | Reduced |
| Stephenson National Bank & Trust | 117 | $27.1K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 119 | $27.5K | 0.02% | +119 | New |
| Blackhill Capital Inc | 120 | $27.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 120 | $27.8K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 124 | $28.7K | 0.03% | +124 | New |
| Wetzel Investment Advisors, Inc. | 127 | $29.0K | 0.02% | +127 | New |
| Marquette Asset Management, LLC | 126 | $29.1K | 0.01% | −222−63.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 126 | $29.1K | 0.06% | +126 | New |
| IAG Wealth Partners, LLC | 129 | $29.8K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 132 | $30.5K | 0.03% | +132 | New |
| Tortoise Investment Management, LLC | 132 | $30.5K | 0.00% | −8−5.7% | Reduced |
| America First Investment Advisors, LLC | 134 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 135 | $31.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 140 | $32.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 139 | $32.2K | 0.00% | −284−67.1% | Reduced |
| MidAtlantic Capital Management, Inc. | 145 | $33.5K | 0.03% | +145 | New |
| Annapolis Financial Services, LLC | 146 | $33.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 148 | $34.2K | 0.01% | +26+21.3% | Added |
| Providence Capital Advisors, LLC | 148 | $34.2K | 0.01% | +56+60.9% | Added |
| Kozak & Associates, Inc. | 153 | $34.7K | 0.01% | −17−10.0% | Reduced |
| Hanson & Doremus Investment Management | 150 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 154 | $35.6K | 0.03% | +154 | New |
| Concord Wealth Partners | 166 | $38.4K | 0.01% | −32−16.2% | Reduced |
| Thompson Investment Management, Inc. | 171 | $39.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 179 | $41.0K | 0.03% | +179 | New |
| Investors Research Corp | 180 | $41.6K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 180 | $42.0K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 180 | $42.0K | 0.02% | +180 | New |
| Richardson Financial Services Inc. | 182 | $42.1K | 0.04% | +182 | New |
| Financial Avengers, Inc. | 183 | $42.4K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 184 | $42.6K | 0.02% | +184 | New |
| Moisand Fitzgerald Tamayo, LLC | 188 | $43.5K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 190 | $44.0K | 0.02% | +147+341.9% | Added |
| Frazier Financial Advisors, LLC | 191 | $44.2K | 0.04% | +191 | New |
| Prestige Wealth Management Group LLC | 191 | $44.2K | 0.01% | +1+0.5% | Added |
| Eagle Bay Advisors LLC | 193 | $44.6K | 0.03% | −481−71.4% | Reduced |
| Caitlin John, LLC | 194 | $44.9K | 0.04% | +194 | New |
| Centennial Bank | 197 | $45.6K | 0.03% | −25−11.3% | Reduced |
| Cedar Mountain Advisors, LLC | 200 | $46.3K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $46.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $46.3K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 200 | $46.3K | 0.02% | −37−15.6% | Reduced |
| PFS Partners, LLC | 202 | $46.7K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 203 | $46.9K | 0.02% | +1+0.5% | Added |
| Northwest Financial Advisors | 208 | $48.2K | 0.04% | +208 | New |
| Logan Capital Management Inc | 211 | $48.8K | 0.00% | −246−53.8% | Reduced |
| Hillsdale Investment Management Inc. | 215 | $49.7K | 0.00% | +60+38.7% | Added |
| BOK Financial Private Wealth, Inc. | 215 | $49.8K | 0.00% | +78+56.9% | Added |
| Mascoma Wealth Management LLC | 224 | $51.8K | 0.02% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 227 | $52.5K | 0.04% | +227 | New |
| Tyler-Stone Wealth Management | 231 | $53.4K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 216 | $53.6K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 244 | $56.4K | 0.04% | −823−77.1% | Reduced |
| First Community Trust NA | 245 | $56.7K | 0.06% | −500−67.1% | Reduced |
| Ogorek Anthony Joseph | 255 | $58.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 267 | $61.8K | 0.01% | +267 | New |
| Abound Wealth Management | 268 | $61.9K | 0.02% | −2−0.7% | Reduced |
| Creative Financial Designs Inc | 268 | $62.1K | 0.01% | +20+8.1% | Added |
| Northwest Bank & Trust Co | 271 | $62.7K | 0.06% | +271 | New |
| Sittner & Nelson, LLC | 271 | $62.7K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 275 | $63.6K | 0.02% | +275 | New |
| Bradley & Co. Private Wealth Management, LLC | 277 | $64.1K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 289 | $67.0K | 0.05% | +4+1.4% | Added |
| Colonial Trust Advisors | 290 | $67.1K | 0.01% | −44−13.2% | Reduced |
| Laurel Wealth Advisors LLC | 291 | $67.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $69.4K | 0.02% | +60+25.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 303 | $70.0K | 0.02% | −84−21.7% | Reduced |
| Dakota Community Bank & Trust NA | 303 | $70.1K | 0.39% | +28+10.2% | Added |
| DSM Capital Partners LLC | 305 | $70.6K | 0.00% | +305 | New |
| Pineridge Advisors LLC | 319 | $73.8K | 0.02% | +319 | New |
| Harel Insurance Investments & Financial Services Ltd. | 321 | $74.0K | 0.00% | −150−31.8% | Reduced |
| REAP Financial Group, LLC | 322 | $74.5K | 0.02% | +322 | New |
| Bell Investment Advisors, Inc | 325 | $75.2K | 0.02% | −23−6.6% | Reduced |
| Salomon & Ludwin, LLC | 306 | $75.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 329 | $76.2K | 0.02% | +329 | New |
| Vestor Capital, LLC | 334 | $77.0K | 0.01% | −42−11.2% | Reduced |
| ZRC Wealth Management, LLC | 319 | $79.1K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 345 | $79.8K | 0.01% | +62+21.9% | Added |
| Key Financial Inc | 348 | $80.5K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 360 | $83.0K | 0.01% | −1−0.3% | Reduced |
| Cornerstone Planning Group LLC | 363 | $84.0K | 0.03% | −5−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 364 | $84.2K | 0.05% | −59−13.9% | Reduced |
| Disciplina Capital Management LLC | 367 | $84.8K | 0.02% | +1+0.3% | Added |
| Oakworth Capital, Inc. | 367 | $84.9K | 0.01% | +71+24.0% | Added |
| SOA Wealth Advisors, LLC. | 368 | $85.1K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 373 | $86.0K | 0.05% | +161+75.9% | Added |
| Barrett & Company, Inc. | 375 | $86.7K | 0.05% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 375 | $86.8K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 376 | $87.1K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,614 | $90.3K | 0.00% | −87,240−93.0% | Reduced |
| Orion Portfolio Solutions, LLC | 6,614 | $90.3K | 0.00% | −87,240−93.0% | Reduced |
| Private Ocean, LLC | 400 | $92.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 401 | $92.8K | 0.03% | −16−3.8% | Reduced |
| Tradition Wealth Management, LLC | 401 | $93.0K | 0.01% | +5+1.3% | Added |