| Marquette Asset Management, LLC | 50 | $11.9K | 0.00% | −5−9.1% | Reduced |
| Washington Trust Advisors, Inc. | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 52 | $12.4K | 0.00% | +26+100.0% | Added |
| Highland Investment Advisors LLC | 52 | $12.4K | 0.01% | +52 | New |
| Frazier Financial Advisors, LLC | 54 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 55 | $13.1K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 55 | $13.1K | 0.00% | +54+5,400.0% | Added |
| Salomon & Ludwin, LLC | 55 | $13.1K | 0.00% | −16−22.5% | Reduced |
| Basecamp Wealth Advisors LLC | 57 | $13.5K | 0.00% | −14−19.7% | Reduced |
| Continuum Advisory, LLC | 58 | $13.8K | 0.00% | +58 | New |
| City State Bank | 60 | $14.3K | 0.00% | −18−23.1% | Reduced |
| Financial Management Professionals, Inc. | 62 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 63 | $15.0K | 0.00% | −237−79.0% | Reduced |
| LRI Investments, LLC | 63 | $15.0K | 0.00% | −2−3.1% | Reduced |
| Manning & Napier Advisors LLC | 73 | $17.1K | 0.00% | +1+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 73 | $17.6K | 0.00% | −577−88.8% | Reduced |
| Harbor Investment Advisory, LLC | 75 | $17.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $17.8K | 0.00% | +4+5.6% | Added |
| Strengthening Families & Communities, LLC | 78 | $18.5K | 0.00% | +3+4.0% | Added |
| Napier Financial, LLC | 78 | $18.5K | 0.00% | −1−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 79 | $18.7K | 0.00% | +43+119.4% | Added |
| JPL Wealth Management, LLC | 83 | $19.7K | 0.00% | −8−8.8% | Reduced |
| Bell Investment Advisors, Inc | 84 | $20.0K | 0.00% | −24−22.2% | Reduced |
| Bruce G. Allen Investments, LLC | 86 | $20.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 88 | $20.9K | 0.00% | +44+100.0% | Added |
| Torren Management, LLC | 92 | $21.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $22.1K | 0.00% | −2−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 99 | $23.5K | 0.01% | +4+4.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $23.5K | 0.02% | +15+17.9% | Added |
| Medallion Wealth Advisors, LLC | 100 | $23.8K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 100 | $23.8K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 99 | $24.0K | 0.00% | −1−1.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 102 | $24.2K | 0.00% | +33+47.8% | Added |
| Key Financial Inc | 103 | $24.5K | 0.00% | −9−8.0% | Reduced |
| Prosperity Bancshares Inc | 105 | $24.9K | 0.02% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 108 | $25.7K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 109 | $25.9K | 0.01% | +5+4.8% | Added |
| Union Savings Bank | 110 | $26.1K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 118 | $28.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $28.3K | 0.00% | +2+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 120 | $28.4K | 0.00% | +1+0.8% | Added |
| UMA Financial Services, Inc. | 120 | $28.5K | 0.00% | −6−4.8% | Reduced |
| McDonald Partners LLC | 125 | $29.7K | 0.01% | +125 | New |
| TIAA Wealth Investment Management LLC | 129 | $30.6K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 132 | $31.4K | 0.00% | +10+8.2% | Added |
| Quaker Wealth Management, LLC | 134 | $31.8K | 0.01% | +1+0.8% | Added |
| Capital Advisors, Ltd. LLC | 141 | $33.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $33.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 140 | $33.3K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 144 | $34.2K | 0.02% | +9+6.7% | Added |
| Golden State Wealth Management, LLC | 144 | $34.3K | 0.00% | +1+0.7% | Added |
| Kemnay Advisory Services Inc. | 148 | $35.2K | 0.00% | −27−15.4% | Reduced |
| Colonial Trust Co | 155 | $36.8K | 0.00% | +16+11.5% | Added |
| Horizon Financial Services, LLC | 157 | $37.3K | 0.01% | +157 | New |
| Archer Investment Corp | 158 | $37.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 161 | $38.4K | 0.00% | +2+1.3% | Added |
| Smithfield Trust Co | 165 | $39.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 169 | $40.1K | 0.00% | −6−3.4% | Reduced |
| Tradewinds Capital Management, LLC | 178 | $42.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 180 | $42.8K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 186 | $44.2K | 0.00% | +20+12.0% | Added |
| Manchester Capital Management LLC | 186 | $44.2K | 0.01% | −114−38.0% | Reduced |
| Silver Grove Financial Group, Inc. | 186 | $44.2K | 0.02% | +186 | New |
| Cassaday & Co Wealth Management LLC | 189 | $44.9K | 0.00% | −2−1.0% | Reduced |
| Creative Financial Designs Inc | 189 | $44.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 194 | $46.1K | 0.00% | +167+618.5% | Added |
| Your Advocates Ltd., LLP | 200 | $47.5K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $47.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 201 | $47.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 201 | $47.7K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 209 | $48.5K | 0.00% | +209 | New |
| Delta Asset Management LLC | 204 | $48.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 206 | $48.9K | 0.01% | +71+52.6% | Added |
| Pin Oak Investment Advisors Inc | 206 | $49.0K | 0.03% | +2+1.0% | Added |
| SHP Wealth Management | 229 | $54.3K | 0.00% | −13−5.4% | Reduced |
| Core Alternative Capital | 232 | $55.1K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 235 | $55.8K | 0.00% | +227+2,837.5% | Added |
| Zions Bancorporation, National Association | 241 | $57.2K | 0.00% | −5−2.0% | Reduced |
| NorthAvenue LLC | 254 | $60.2K | 0.04% | +254 | New |
| Ronald Blue Trust, Inc. | 255 | $60.6K | 0.00% | +60+30.8% | Added |
| Persistent Asset Partners Ltd | 269 | $63.9K | 0.02% | +269 | New |
| Banque Cantonale Vaudoise | 270 | $64.0K | 0.00% | −3,833−93.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 273 | $64.8K | 0.20% | −521−65.6% | Reduced |
| State of Wyoming | 276 | $65.6K | 0.01% | +276 | New |
| Itau Unibanco Holding S.A. | 282 | $67.0K | 0.00% | +282 | New |
| Institute for Wealth Management, LLC. | 283 | $67.2K | 0.01% | +283 | New |
| CVA Family Office, LLC | 283 | $67.2K | 0.01% | −17−5.7% | Reduced |
| AdvisorNet Financial, Inc | 289 | $68.6K | 0.00% | −43−13.0% | Reduced |
| Forum Finance Group S.A. | 400 | $77.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 347 | $82.4K | 0.01% | +83+31.4% | Added |
| True Wealth Design, LLC | 348 | $82.7K | 0.02% | +142+68.9% | Added |
| Covestor Ltd | 351 | $83.0K | 0.05% | −100−22.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 364 | $86.5K | 0.00% | +7+2.0% | Added |
| MeadowBrook Investment Advisors LLC | 370 | $87.9K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 375 | $89.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 390 | $92.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 390 | $93.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 415 | $98.6K | 0.01% | +26+6.7% | Added |
| TD Waterhouse Canada Inc. | 417 | $99.2K | 0.00% | +85+25.6% | Added |
