| Bank Julius Baer & Co. Ltd, Zurich | 576 | $63.0K | 0.00% | −304−34.5% | Reduced |
| ORG Partners LLC | 557 | $60.5K | 0.01% | +557 | New |
| FNY Investment Advisers, LLC | 550 | $60.0K | 0.08% | +550 | New |
| Compass Wealth Management LLC | 548 | $59.9K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 540 | $59.1K | 0.00% | −62−10.3% | Reduced |
| WR Wealth Planners, LLC | 533 | $58.3K | 0.02% | +337+171.9% | Added |
| Harvest Fund Management Co., Ltd | 512 | $56.0K | 0.01% | −665−56.5% | Reduced |
| HM Payson & Co | 500 | $54.7K | 0.00% | +100+25.0% | Added |
| Huntington National Bank | 489 | $53.5K | 0.00% | +1+0.2% | Added |
| Mendota Financial Group, LLC | 479 | $52.4K | 0.06% | +479 | New |
| TCTC Holdings, LLC | 449 | $49.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $48.0K | 0.00% | +6+1.5% | Added |
| CVA Family Office, LLC | 408 | $44.6K | 0.01% | +393+2,620.0% | Added |
| Bellevue Asset Management, LLC | 400 | $43.8K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 382 | $41.8K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 371 | $41.0K | 0.01% | −265−41.7% | Reduced |
| Quent Capital, LLC | 363 | $39.7K | 0.01% | +6+1.7% | Added |
| Massmutual Trust Co FSB | 352 | $38.5K | 0.00% | −156−30.7% | Reduced |
| Harbour Investments, Inc. | 317 | $34.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 303 | $33.1K | 0.00% | +15+5.2% | Added |
| Harbor Investment Advisory, LLC | 296 | $32.4K | 0.00% | +21+7.6% | Added |
| Lindbrook Capital, LLC | 268 | $29.3K | 0.00% | +143+114.4% | Added |
| Deseret Mutual Benefit Administrators | 264 | $28.9K | 0.01% | +9+3.5% | Added |
| Westpac Banking Corp | 261 | $28.6K | 0.00% | −18,358−98.6% | Reduced |
| Glassman Wealth Services | 222 | $24.3K | 0.00% | +16+7.8% | Added |
| Umb Bank N A | 197 | $21.6K | 0.00% | +150+319.1% | Added |
| Raleigh Capital Management Inc. | 190 | $20.8K | 0.01% | +44+30.1% | Added |
| Clear Street Markets LLC | 186 | $20.0K | 0.01% | −104−35.9% | Reduced |
| Costello Asset Management, INC | 175 | $19.1K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 171 | $18.7K | 0.01% | +55+47.4% | Added |
| EverSource Wealth Advisors, LLC | 170 | $18.6K | 0.00% | +11+6.9% | Added |
| Ronald Blue Trust, Inc. | 177 | $17.0K | 0.00% | −65−26.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 157 | $17.0K | 0.00% | −43−21.5% | Reduced |
| Arlington Partners LLC | 154 | $16.8K | 0.00% | +154 | New |
| Cary Street Partner Investment Advisory LLC | 150 | $16.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 150 | $16.4K | 0.01% | +150 | New |
| Key Financial Inc | 142 | $15.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $15.3K | 0.00% | −45−24.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 140 | $15.3K | 0.01% | +140 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 137 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 134 | $14.7K | 0.00% | −7−5.0% | Reduced |
| PCA Investment Advisory Services Inc. | 134 | $14.7K | 0.01% | +134 | New |
| Riverview Trust Co | 130 | $14.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 130 | $14.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $13.8K | 0.00% | +22+21.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $12.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 110 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $11.9K | 0.00% | −15−12.1% | Reduced |
| Advisors Preferred, LLC | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 108 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $11.0K | 0.01% | +100 | New |
| Crewe Advisors LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $10.9K | 0.00% | +100 | New |
| MCF Advisors LLC | 93 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $9.95K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 90 | $9.85K | 0.00% | +5+5.9% | Added |
| Prestige Wealth Management Group LLC | 89 | $9.74K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 87 | $9.52K | 0.00% | +87 | New |
| Financial Management Professionals, Inc. | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 81 | $8.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $8.53K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $8.42K | 0.00% | +20+35.1% | Added |
| Westside Investment Management, Inc. | 75 | $8.20K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 72 | $7.88K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $7.44K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 67 | $7.41K | 0.00% | −28−29.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 64 | $7.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 64 | $7.00K | 0.00% | +64 | New |
| Zions Bancorporation, N.A. | 58 | $6.34K | 0.00% | −13−18.3% | Reduced |
| Armstrong Advisory Group, Inc | 55 | $6.02K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $6.00K | 0.00% | −448−88.2% | Reduced |
| Earnest Partners LLC | 53 | $5.80K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $5.47K | 0.00% | +50 | New |
| Smithfield Trust Co | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 50 | $5.00K | 0.00% | +50 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $4.92K | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 44 | $4.81K | 0.00% | +44 | New |
| Washington Trust Advisors, Inc. | 41 | $4.54K | 0.00% | −33−44.6% | Reduced |
| Gradient Investments LLC | 38 | $4.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $3.72K | 0.00% | +14+70.0% | Added |
| Abound Wealth Management | 32 | $3.50K | 0.00% | +8+33.3% | Added |
| Archer Investment Corp | 32 | $3.50K | 0.00% | +32 | New |
| Colonial Trust Advisors | 31 | $3.39K | 0.00% | −3−8.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.39K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $3.28K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 29 | $3.20K | 0.00% | −3−9.4% | Reduced |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $2.85K | 0.00% | −13−33.3% | Reduced |
| Sittner & Nelson, LLC | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.73K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 24 | $2.63K | 0.00% | +11+84.6% | Added |
| Baker Avenue Asset Management, LP | 24 | $2.63K | 0.00% | +20+500.0% | Added |
| Venturi Wealth Management, LLC | 23 | $2.52K | 0.00% | +4+21.1% | Added |
| Coppell Advisory Solutions LLC | 23 | $2.50K | 0.00% | +23 | New |
| Colonial Trust Co | 23 | $2.48K | 0.00% | 00.0% | Unchanged |