| JPL Wealth Management, LLC | 22 | $18.3K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $18.5K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $19.1K | 0.02% | −1−4.2% | Reduced |
| Strategic Investment Solutions, Inc. | 25 | $20.7K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 25 | $20.7K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 25 | $20.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 25 | $20.7K | 0.00% | +25 | New |
| Crewe Advisors LLC | 25 | $20.7K | 0.00% | +25 | New |
| Deseret Mutual Benefit Administrators | 25 | $20.7K | 0.01% | +25 | New |
| Valued Wealth Advisors LLC | 27 | $22.4K | 0.01% | +12+80.0% | Added |
| Financial Consulate, Inc | 28 | $23.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $23.2K | 0.00% | +1+3.7% | Added |
| Trust Co of Toledo NA | 29 | $24.1K | 0.00% | +29 | New |
| LRI Investments, LLC | 29 | $24.4K | 0.00% | −32−52.5% | Reduced |
| DT Investment Partners, LLC | 30 | $24.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 30 | $24.9K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 31 | $25.4K | 0.00% | +31 | New |
| WPG Advisers, LLC | 31 | $25.7K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 31 | $25.7K | 0.00% | +1+3.3% | Added |
| Core Alternative Capital | 32 | $26.6K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 32 | $26.6K | 0.00% | +32 | New |
| Alpine Bank Wealth Management | 32 | $26.6K | 0.00% | +32 | New |
| NBH Bank | 32 | $26.6K | 0.01% | +32 | New |
| Basepoint Wealth LLC | 33 | $27.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 35 | $29.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $29.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 37 | $30.7K | 0.00% | +37 | New |
| Financial Perspectives, Inc | 38 | $31.5K | 0.01% | +38 | New |
| Loomis Sayles & Co L P | 39 | $32.4K | 0.00% | +15+62.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 40 | $33.2K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 40 | $33.2K | 0.00% | +40 | New |
| Atlantic Union Bankshares Corp | 40 | $33.2K | 0.00% | +21+110.5% | Added |
| FWL Investment Management, LLC | 41 | $34.0K | 0.01% | +30+272.7% | Added |
| Silver Grove Financial Group, Inc. | 41 | $34.0K | 0.02% | +41 | New |
| Pacific Center for Financial Services | 41 | $34.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 42 | $34.9K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 44 | $36.5K | 0.03% | −1−2.2% | Reduced |
| Nemes Rush Group LLC | 44 | $36.5K | 0.00% | +44 | New |
| Index Technologies Group LLC | 44 | $36.5K | 0.03% | +44 | New |
| Armstrong Advisory Group, Inc | 46 | $38.2K | 0.00% | −10−17.9% | Reduced |
| Atlantic Trust, LLC | 46 | $38.2K | 0.00% | +13+39.4% | Added |
| Orion Capital Management LLC | 47 | $39.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 48 | $39.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 49 | $40.7K | 0.01% | −6−10.9% | Reduced |
| Rocky Mountain Advisers, LLC | 50 | $41.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 51 | $42.3K | 0.01% | +3+6.3% | Added |
| Owl Creek Wealth Partners LLC | 51 | $42.3K | 0.01% | +6+13.3% | Added |
| Custom Index Systems, LLC | 52 | $43.2K | 0.02% | +52 | New |
| Synergy Investment Management, LLC | 53 | $44.1K | 0.01% | −1−1.9% | Reduced |
| Quent Capital, LLC | 56 | $46.5K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 58 | $48.1K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 59 | $49.0K | 0.00% | +59 | New |
| Teachers Insurance & Annuity Association of America | 60 | $49.8K | 0.05% | +60 | New |
| Toth Financial Advisory Corp | 61 | $50.6K | 0.00% | +11+22.0% | Added |
| Persistent Asset Partners Ltd | 62 | $51.5K | 0.02% | +62 | New |
| Geneos Wealth Management Inc. | 67 | $55.6K | 0.00% | +3+4.7% | Added |
| Zions Bancorporation, National Association | 67 | $55.6K | 0.00% | +7+11.7% | Added |
| Richardson Financial Services Inc. | 68 | $56.4K | 0.03% | +9+15.3% | Added |
| Golden State Wealth Management, LLC | 69 | $57.3K | 0.01% | +45+187.5% | Added |
| Vision Retirement, LLC | 70 | $58.1K | 0.01% | +39+125.8% | Added |
| Toews Corp | 73 | $60.6K | 0.01% | +73 | New |
| IFG Advisory, LLC | 75 | $62.2K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 80 | $66.4K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 81 | $67.2K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 81 | $67.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 82 | $68.0K | 0.01% | +20+32.3% | Added |
| Fortitude Family Office, LLC | 83 | $68.9K | 0.01% | +45+118.4% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $68.9K | 0.03% | +83 | New |
| Lodestone Wealth Management LLC | 89 | $73.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $77.8K | 0.01% | −14−12.0% | Reduced |
| SBI Securities Co., Ltd. | 95 | $78.8K | 0.00% | −12−11.2% | Reduced |
| Action Point Financial Planning, LLC | 101 | $79.7K | 0.01% | +101 | New |
| Manchester Capital Management LLC | 100 | $83.0K | 0.01% | +1+1.0% | Added |
| Princeton Global Asset Management LLC | 103 | $85.6K | 0.01% | +3+3.0% | Added |
| Anchor Investment Management, LLC | 106 | $88.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 106 | $88.0K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 111 | $91.9K | 0.04% | −11−9.0% | Reduced |
| Harbor Investment Advisory, LLC | 113 | $93.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $93.8K | 0.00% | −1−0.9% | Reduced |
| Simplex Trading, LLC | 114 | $94.6K | 0.00% | −870−88.4% | Reduced |
| Onefund, LLC | 120 | $99.6K | 0.06% | −2−1.6% | Reduced |
| Clear Street Markets LLC | 120 | $99.6K | 0.02% | +113+1,614.3% | Added |
| Osterweis Capital Management Inc | 136 | $112.9K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $124.5K | 0.05% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 151 | $125.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 158 | $132.0K | 0.08% | −14−8.1% | Reduced |
| True Wealth Design, LLC | 165 | $136.9K | 0.03% | +24+17.0% | Added |
| Leo H. Evart, Inc. | 171 | $142.1K | 0.11% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 174 | $144.4K | 0.02% | +18+11.5% | Added |
| Private Trust Co NA | 174 | $144.4K | 0.01% | +44+33.8% | Added |
| CVA Family Office, LLC | 182 | $151.0K | 0.01% | −17−8.5% | Reduced |
| Massmutual Trust Co FSB | 182 | $151.0K | 0.00% | +6+3.4% | Added |
| Continuum Advisory, LLC | 186 | $154.4K | 0.01% | +186 | New |
| Central Pacific Bank - Trust Division | 190 | $157.7K | 0.02% | −45−19.1% | Reduced |
| Strategic Advocates LLC | 190 | $157.7K | 0.61% | −8−4.0% | Reduced |
| Wellington-Altus USA Inc. | 223 | $164.6K | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 200 | $166.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 205 | $170.1K | 0.00% | −5−2.4% | Reduced |
| SJS Investment Consulting Inc. | 209 | $173.4K | 0.02% | +1+0.5% | Added |
| Central Trust Co | 211 | $175.1K | 0.00% | −15−6.6% | Reduced |