| Fideuram Asset Management (Ireland) dac | 502 | $39.4K | 0.00% | +502 | New |
| N.E.W. Advisory Services LLC | 346 | $39.1K | 0.00% | +139+67.1% | Added |
| Avion Wealth | 340 | $38.0K | 0.01% | −312−47.9% | Reduced |
| First Command Advisory Services, Inc. | 330 | $37.3K | 0.00% | +9+2.8% | Added |
| Rothschild Investment LLC | 327 | $37.0K | 0.00% | −385−54.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 325 | $36.8K | 0.03% | +48+17.3% | Added |
| Navalign, LLC | 321 | $36.3K | 0.01% | +321 | New |
| Wilkerson Advisory Group LLC | 320 | $36.2K | 0.01% | +320 | New |
| Westside Investment Management, Inc. | 306 | $35.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 310 | $35.1K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 310 | $35.1K | 0.01% | +310 | New |
| Smithfield Trust Co | 306 | $35.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 305 | $34.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 300 | $33.9K | 0.00% | −21−6.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 300 | $33.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 298 | $33.7K | 0.00% | +43+16.9% | Added |
| Copos Capital S.a r.l. | 289 | $32.7K | 0.02% | +289 | New |
| Cedar Wealth Management, LLC | 286 | $32.3K | 0.01% | +25+9.6% | Added |
| Glen Eagle Advisors, LLC | 283 | $32.0K | 0.00% | +252+812.9% | Added |
| SHP Wealth Management | 282 | $31.9K | 0.00% | +282 | New |
| Fortitude Family Office, LLC | 274 | $31.0K | 0.01% | +18+7.0% | Added |
| UMA Financial Services, Inc. | 273 | $30.9K | 0.00% | +16+6.2% | Added |
| C M Bidwell & Associates Ltd | 272 | $30.8K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 268 | $30.3K | 0.03% | +268 | New |
| CVA Family Office, LLC | 256 | $29.0K | 0.00% | −230−47.3% | Reduced |
| Creative Capital Management Investments LLC | 251 | $28.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 249 | $28.2K | 0.00% | +249 | New |
| Cornerstone Planning Group LLC | 268 | $27.7K | 0.00% | +127+90.1% | Added |
| Elyxium Wealth, LLC | 238 | $26.9K | 0.01% | +238 | New |
| MV Capital Management, Inc. | 237 | $26.8K | 0.00% | +60+33.9% | Added |
| Swiss Re Ltd | 237 | $26.8K | 0.00% | +237 | New |
| Sound Income Strategies, LLC | 240 | $26.1K | 0.00% | +145+152.6% | Added |
| Private Wealth Management Group, LLC | 226 | $25.6K | 0.01% | −12−5.0% | Reduced |
| Onefund, LLC | 226 | $25.6K | 0.02% | +190+527.8% | Added |
| DT Investment Partners, LLC | 218 | $24.7K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 210 | $23.8K | 0.02% | +210 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 204 | $23.1K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 200 | $23.0K | 0.01% | +80+66.7% | Added |
| Rachor Investment Advisory Services, LLC | 203 | $23.0K | 0.01% | +203 | New |
| University of Texas/Texas Am Investment Managment Co | 201 | $22.7K | 0.00% | +201 | New |
| Vision Financial Markets LLC | 200 | $22.6K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 190 | $21.5K | 0.00% | −36−15.9% | Reduced |
| Valley National Advisers Inc | 189 | $21.0K | 0.00% | +1+0.5% | Added |
| Trust Co of Vermont | 185 | $20.9K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 180 | $20.8K | 0.02% | +180 | New |
| Wealth Enhancement Trust Services, Inc. | 183 | $20.7K | 0.00% | +183 | New |
| Caldwell Sutter Capital, Inc. | 182 | $20.6K | 0.01% | −237−56.6% | Reduced |
| Wellington Grp LLC | 181 | $20.5K | 0.01% | +181 | New |
| Red Tortoise LLC | 178 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 175 | $19.8K | 0.01% | −253−59.1% | Reduced |
| Cypress Capital Management LLC (WY) | 175 | $19.8K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 174 | $19.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 170 | $19.2K | 0.01% | +154+962.5% | Added |
| Howard Hughes Medical Institute | 169 | $19.1K | 0.01% | +3+1.8% | Added |
| Torren Management, LLC | 167 | $18.9K | 0.01% | +167 | New |
| TD Capital Management LLC | 166 | $18.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 165 | $18.7K | 0.00% | −1,716−91.2% | Reduced |
| Berbice Capital Management LLC | 160 | $18.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 156 | $17.6K | 0.00% | −6−3.7% | Reduced |
| SJS Investment Consulting Inc. | 155 | $17.5K | 0.00% | +88+131.3% | Added |
| CBIZ Investment Advisory Services, LLC | 154 | $17.4K | 0.00% | +24+18.5% | Added |
| Private Wealth Asset Management, LLC | 151 | $17.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 150 | $17.0K | 0.01% | +150 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 160 | $16.8K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 142 | $16.1K | 0.01% | +142 | New |
| Penserra Capital Management LLC | 156 | $16.0K | 0.00% | −27,019−99.4% | Reduced |
| Rosenberg Matthew Hamilton | 141 | $15.9K | 0.00% | +141 | New |
| Dogwood Wealth Management LLC | 135 | $15.3K | 0.01% | +43+46.7% | Added |
| Osbon Capital Management LLC | 135 | $15.3K | 0.01% | +135 | New |
| Bravera Wealth | 132 | $14.9K | 0.01% | +132 | New |
| Bartlett & Co. Wealth Management LLC | 129 | $14.6K | 0.00% | −24−15.7% | Reduced |
| Acumen Wealth Advisors, LLC | 125 | $14.1K | 0.00% | +125 | New |
| Bruce G. Allen Investments, LLC | 124 | $14.0K | 0.01% | −40−24.4% | Reduced |
| Hager Investment Management Services, LLC | 124 | $14.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 117 | $13.2K | 0.00% | +1+0.9% | Added |
| Cromwell Holdings LLC | 112 | $12.7K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 110 | $12.4K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 108 | $12.2K | 0.01% | +108 | New |
| Clal Insurance Enterprises Holdings Ltd | 102 | $12.0K | 0.00% | +102 | New |
| Central Trust Co | 104 | $11.8K | 0.00% | +4+4.0% | Added |
| TFC Financial Management | 103 | $11.7K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 103 | $11.6K | 0.01% | +79+329.2% | Added |
| Cornerstone Financial Management LLC | 103 | $11.6K | 0.01% | +103 | New |
| Abound Wealth Management | 101 | $11.4K | 0.00% | +21+26.3% | Added |
| Gordian Capital Singapore Pte Ltd | 100 | $11.3K | 0.02% | −1,400−93.3% | Reduced |
| First United Bank Trust | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $11.3K | 0.00% | +100 | New |
| CWM Advisors, LLC | 100 | $11.3K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 99 | $11.2K | 0.00% | +4+4.2% | Added |
| Manchester Capital Management LLC | 98 | $11.1K | 0.00% | −2,169−95.7% | Reduced |
| Kilter Group LLC | 93 | $10.5K | 0.00% | +39+72.2% | Added |
| Montag A & Associates Inc | 91 | $10.3K | 0.00% | −87−48.9% | Reduced |
| Proffitt & Goodson Inc | 90 | $10.2K | 0.00% | −6−6.3% | Reduced |
| Hurley Capital, LLC | 89 | $10.1K | 0.01% | +69+345.0% | Added |
| S&T Bank | 89 | $10.1K | 0.00% | +89 | New |
| HFM Investment Advisors, LLC | 83 | $9.39K | 0.00% | +40+93.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 83 | $9.39K | 0.01% | +21+33.9% | Added |
| DecisionPoint Financial, LLC | 82 | $9.28K | 0.00% | +75+1,071.4% | Added |
| Bullock Wealth Management Group | 78 | $8.82K | 0.00% | 00.0% | Unchanged |
