| Sage Investment Advisers LLC | 139 | $206.9K | 0.23% | +139 | New |
| Gibbs Wealth Management | 137 | $203.9K | 0.08% | +137 | New |
| Sunflower Bank, N.A. | 136 | $202.5K | 0.05% | −29−17.6% | Reduced |
| Gallacher Capital Management LLC | 135 | $201.0K | 0.11% | −100−42.6% | Reduced |
| Venturi Wealth Management, LLC | 131 | $195.0K | 0.01% | +116+773.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 120 | $178.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 119 | $177.2K | 0.01% | −5−4.0% | Reduced |
| Allworth Financial LP | 110 | $175.4K | 0.00% | +4+3.8% | Added |
| Penserra Capital Management LLC | 115 | $171.0K | 0.00% | +1+0.9% | Added |
| Assetmark, Inc | 112 | $166.7K | 0.00% | +5+4.7% | Added |
| Sentry Investment Management LLC | 108 | $161.0K | 0.07% | −22−16.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 105 | $156.3K | 0.05% | +105 | New |
| Westpac Banking Corp | 97 | $144.4K | 0.01% | +41+73.2% | Added |
| Pacifica Partners Inc. | 90 | $137.3K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $137.0K | 0.01% | +25+37.3% | Added |
| Massmutual Trust Co FSB | 89 | $132.5K | 0.00% | +13+17.1% | Added |
| Eagle Bay Advisors LLC | 87 | $129.5K | 0.08% | +1+1.2% | Added |
| Hilltop National Bank | 84 | $125.0K | 0.04% | +4+5.0% | Added |
| Cromwell Holdings LLC | 74 | $110.2K | 0.07% | +74 | New |
| Ci Investments Inc. | 74 | $110.0K | 0.00% | −176−70.4% | Reduced |
| Pittenger & Anderson Inc | 73 | $108.7K | 0.00% | +73 | New |
| Lindbrook Capital, LLC | 71 | $105.7K | 0.01% | +6+9.2% | Added |
| Mather Group, LLC. | 84 | $105.0K | 0.00% | +15+21.7% | Added |
| Benjamin Edwards Inc | 70 | $104.0K | 0.02% | −284−80.2% | Reduced |
| Creative Financial Designs Inc | 61 | $90.8K | 0.01% | +23+60.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $89.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 60 | $89.3K | 0.00% | −18−23.1% | Reduced |
| Tobam | 60 | $89.0K | 0.01% | −70−53.8% | Reduced |
| Rise Advisors, LLC | 59 | $87.8K | 0.05% | −3−4.8% | Reduced |
| Smartleaf Asset Management LLC | 57 | $84.2K | 0.01% | +20+54.1% | Added |
| Bank of New Hampshire | 55 | $81.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 55 | $81.9K | 0.01% | +11+25.0% | Added |
| City Holding Co | 53 | $78.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $75.9K | 0.01% | +23+82.1% | Added |
| Alta Advisers Ltd | 50 | $74.4K | 0.04% | +50 | New |
| LGT Financial Advisors LLC | 45 | $67.0K | 0.14% | 00.0% | Unchanged |
| Optiver Holding B.V. | 44 | $65.5K | 0.00% | +44 | New |
| Advisors Asset Management, Inc. | 42 | $62.5K | 0.00% | +21+100.0% | Added |
| Carolinas Wealth Consulting LLC | 42 | $62.5K | 0.01% | +42 | New |
| Washington Trust Advisors, Inc. | 38 | $57.2K | 0.01% | +38 | New |
| ZRC Wealth Management, LLC | 38 | $56.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $56.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 37 | $55.1K | 0.00% | +4+12.1% | Added |
| Providence Capital Advisors, LLC | 36 | $53.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $52.0K | 0.01% | +35 | New |
| Great Lakes Retirement, Inc. | 30 | $44.7K | 0.01% | −211−87.6% | Reduced |
| SRS Capital Advisors, Inc. | 27 | $40.2K | 0.00% | +11+68.8% | Added |
| Capital Analysts, LLC | 27 | $40.0K | 0.00% | −47−63.5% | Reduced |
| Hexagon Capital Partners LLC | 26 | $38.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $37.2K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $37.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $37.2K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 23 | $34.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $34.2K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 23 | $34.2K | 0.01% | +23 | New |
| Frazier Financial Advisors, LLC | 21 | $31.3K | 0.02% | +10+90.9% | Added |
| Covestor Ltd | 20 | $31.0K | 0.02% | −16−44.4% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 18 | $30.8K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $29.8K | 0.01% | +6+42.9% | Added |
| Barrett & Company, Inc. | 20 | $29.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $29.8K | 0.00% | +9+81.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19 | $28.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $28.3K | 0.00% | +19 | New |
| Solstein Capital, LLC | 18 | $26.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $26.8K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 17 | $25.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $25.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $23.8K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 16 | $23.8K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 15 | $22.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $22.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 15 | $22.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $19.4K | 0.00% | +4+44.4% | Added |
| Private Wealth Management Group, LLC | 13 | $19.4K | 0.01% | +6+85.7% | Added |
| Elequin Capital LP | 13 | $19.4K | 0.01% | +13 | New |
| Financial Network Wealth Advisors LLC | 12 | $18.4K | 0.01% | +12 | New |
| Hartford Financial Management Inc. | 12 | $17.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $17.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $16.4K | 0.01% | +1+10.0% | Added |
| AdvisorNet Financial, Inc | 11 | $16.4K | 0.00% | −3−21.4% | Reduced |
| Rothschild Investment LLC | 11 | $16.4K | 0.00% | +5+83.3% | Added |
| Colonial Trust Co | 10 | $15.2K | 0.00% | +1+11.1% | Added |
| J.Safra Asset Management Corp | 10 | $14.9K | 0.00% | −29−74.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10 | $14.9K | 0.01% | −20−66.7% | Reduced |
| Dunhill Financial, LLC | 9 | $13.9K | 0.01% | +7+350.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9 | $13.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $13.4K | 0.00% | +9 | New |
| Catalyst Capital Advisors LLC | 8 | $11.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $10.4K | 0.00% | +1+16.7% | Added |
| Abound Wealth Management | 6 | $8.93K | 0.00% | −3−33.3% | Reduced |
| Gradient Investments LLC | 6 | $8.93K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $8.93K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $8.93K | 0.00% | +6 | New |
| Sandy Spring Bank | 6 | $8.93K | 0.00% | +6 | New |
| Opal Wealth Advisors, LLC | 6 | $8.93K | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $8.93K | 0.00% | −57−90.5% | Reduced |
| Westend Capital Management, LLC | 5 | $7.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $7.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $7.44K | 0.00% | +5 | New |
