| Anchor Investment Management, LLC | 388 | $76.8K | 0.01% | +388 | New |
| Owl Creek Wealth Partners LLC | 379 | $75.0K | 0.03% | +379 | New |
| Zions Bancorporation, National Association | 377 | $74.6K | 0.00% | −372−49.7% | Reduced |
| Bryn Mawr Trust Co | 365 | $72.2K | 0.00% | +74+25.4% | Added |
| Private Wealth Asset Management, LLC | 357 | $70.6K | 0.01% | −52−12.7% | Reduced |
| Arlington Trust Co LLC | 339 | $67.1K | 0.01% | +80+30.9% | Added |
| Creative Financial Designs Inc | 337 | $66.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 335 | $66.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 327 | $64.7K | 0.00% | +7+2.2% | Added |
| Greykasell Wealth Strategies, Inc. | 325 | $64.3K | 0.03% | +55+20.4% | Added |
| Rakuten Securities, Inc. | 312 | $61.7K | 0.03% | +135+76.3% | Added |
| Quarry LP | 310 | $61.3K | 0.01% | +256+474.1% | Added |
| Smithfield Trust Co | 308 | $61.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 308 | $60.9K | 0.00% | −10−3.1% | Reduced |
| N.E.W. Advisory Services LLC | 302 | $59.7K | 0.00% | +302 | New |
| First Financial Corp | 300 | $59.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 300 | $59.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 297 | $58.7K | 0.01% | −4−1.3% | Reduced |
| Whittier Trust Co | 302 | $58.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 286 | $56.6K | 0.01% | −129−31.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 289 | $56.1K | 0.00% | +12+4.3% | Added |
| WPG Advisers, LLC | 271 | $53.6K | 0.04% | +16+6.3% | Added |
| Hughes Financial Services, LLC | 260 | $51.4K | 0.01% | −64−19.8% | Reduced |
| Kerr Financial Planning Corp | 255 | $50.8K | 0.06% | +1+0.4% | Added |
| Richardson Financial Services Inc. | 256 | $50.7K | 0.03% | +80+45.5% | Added |
| SJS Investment Consulting Inc. | 251 | $49.6K | 0.01% | −9−3.5% | Reduced |
| Hilton Head Capital Partners, LLC | 244 | $48.3K | 0.03% | +16+7.0% | Added |
| Transamerica Financial Advisors, Inc. | 243 | $48.2K | 0.00% | +13+5.7% | Added |
| PVG Asset Management Corp | 253 | $48.1K | 0.03% | +253 | New |
| J.Safra Asset Management Corp | 234 | $46.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 233 | $46.1K | 0.00% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 231 | $45.7K | 0.02% | +231 | New |
| Grove Bank & Trust | 222 | $43.9K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 220 | $43.5K | 0.00% | +220 | New |
| Key Financial Inc | 208 | $41.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 208 | $40.3K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 200 | $39.6K | 0.01% | +200 | New |
| Armstrong Advisory Group, Inc | 195 | $38.6K | 0.00% | −22−10.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 195 | $38.6K | 0.01% | +17+9.6% | Added |
| Albion Financial Group | 191 | $37.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 187 | $37.0K | 0.01% | +187 | New |
| Wellington Shields & Co., LLC | 186 | $36.8K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 217 | $34.7K | 0.01% | +217 | New |
| Bartlett & Co. Wealth Management LLC | 162 | $34.6K | 0.00% | +8+5.2% | Added |
| Capital Advisor Network LLC | 172 | $34.0K | 0.05% | +172 | New |
| Ancora Advisors, LLC | 165 | $32.6K | 0.00% | −29−14.9% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $29.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 149 | $29.5K | 0.01% | +149 | New |
| GW&K Investment Management, LLC | 139 | $27.0K | 0.00% | −1−0.7% | Reduced |
| South State Corp. | 135 | $26.7K | 0.00% | −3−2.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 133 | $26.3K | 0.00% | +133 | New |
| Cedar Mountain Advisors, LLC | 130 | $25.7K | 0.01% | +130 | New |
| Westside Investment Management, Inc. | 131 | $25.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 133 | $25.4K | 0.00% | −2−1.5% | Reduced |
| First Community Trust NA | 128 | $25.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 125 | $24.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 125 | $24.7K | 0.00% | −14−10.1% | Reduced |
| RWM Asset Management, LLC | 123 | $24.3K | 0.00% | +123 | New |
| Farmers & Merchants Investments Inc | 122 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $23.7K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $23.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 118 | $23.3K | 0.01% | +22+22.9% | Added |
| Evelyn Partners Investment Management LLP | 117 | $23.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 112 | $22.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 110 | $21.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 110 | $21.8K | 0.00% | +110 | New |
| MV Capital Management, Inc. | 109 | $21.6K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 107 | $21.3K | 0.01% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 105 | $20.8K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 104 | $20.6K | 0.01% | +1+1.0% | Added |
| Private Wealth Management Group, LLC | 103 | $20.4K | 0.01% | +76+281.5% | Added |
| Princeton Global Asset Management LLC | 101 | $20.0K | 0.00% | +27+36.5% | Added |
| Chung Wu Investment Group, LLC | 100 | $19.8K | 0.02% | +100 | New |
| Covestor Ltd | 97 | $19.0K | 0.01% | −50−34.0% | Reduced |
| Sachetta, LLC | 96 | $19.0K | 0.01% | +8+9.1% | Added |
| Legacy Wealth Managment, LLC | 95 | $18.8K | 0.01% | +14+17.3% | Added |
| Fortitude Family Office, LLC | 94 | $18.6K | 0.00% | +69+276.0% | Added |
| Cetera Trust Company, N.A | 93 | $18.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 92 | $18.2K | 0.01% | +92 | New |
| Gill Capital Partners, LLC | 91 | $18.0K | 0.01% | +91 | New |
| Bullock Wealth Management Group | 91 | $17.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $17.2K | 0.00% | +5+6.1% | Added |
| JFS Wealth Advisors, LLC | 80 | $15.8K | 0.00% | −22−21.6% | Reduced |
| American Capital Advisory, LLC | 80 | $15.8K | 0.01% | +2+2.6% | Added |
| Hara Capital LLC | 80 | $15.8K | 0.01% | −42−34.4% | Reduced |
| Kemnay Advisory Services Inc. | 79 | $15.6K | 0.00% | +5+6.8% | Added |
| Catalyst Capital Advisors LLC | 78 | $15.4K | 0.00% | −527−87.1% | Reduced |
| Valued Wealth Advisors LLC | 76 | $15.1K | 0.01% | +52+216.7% | Added |
| Rogco, LP | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 73 | $14.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 72 | $14.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 70 | $13.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 69 | $13.6K | 0.00% | +1+1.5% | Added |
| TIAA Wealth Investment Management LLC | 67 | $13.3K | 0.00% | +67 | New |
| Quest 10 Wealth Builders, Inc. | 65 | $12.9K | 0.01% | −2−3.0% | Reduced |
| BFSG, LLC | 64 | $12.7K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 63 | $12.5K | 0.00% | −1−1.6% | Reduced |
| Frazier Financial Advisors, LLC | 63 | $12.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 61 | $12.1K | 0.00% | 00.0% | Unchanged |
