| State of Wyoming | 244 | $113.0K | 0.05% | −69−22.0% | Reduced |
| Zullo Investment Group, Inc. | 238 | $110.0K | 0.06% | +238 | New |
| Parkside Financial Bank & Trust | 227 | $105.0K | 0.03% | +53+30.5% | Added |
| Central Trust Co | 219 | $102.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 222 | $102.0K | 0.01% | +222 | New |
| Belpointe Asset Management LLC | 220 | $102.0K | 0.01% | +220 | New |
| Allworth Financial LP | 215 | $100.0K | 0.00% | +82+61.7% | Added |
| Harvest Fund Management Co., Ltd | 202 | $94.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 200 | $93.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 198 | $92.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $83.0K | 0.00% | +1+0.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 173 | $80.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 171 | $80.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 170 | $79.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $79.0K | 0.04% | +170 | New |
| Delta Asset Management LLC | 158 | $73.0K | 0.01% | +150+1,875.0% | Added |
| Old North State Trust, LLC | 154 | $71.0K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 150 | $70.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 148 | $69.0K | 0.02% | +88+146.7% | Added |
| Zions Bancorporation, N.A. | 140 | $65.0K | 0.01% | +20+16.7% | Added |
| AdvisorNet Financial, Inc | 138 | $64.0K | 0.00% | +39+39.4% | Added |
| Canton Hathaway, LLC | 134 | $62.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 132 | $61.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 128 | $59.0K | 0.08% | +128 | New |
| Confluence Wealth Services, Inc. | 127 | $58.0K | 0.02% | +127 | New |
| Equitec Proprietary Markets, LLC | 120 | $56.0K | 0.03% | +120 | New |
| Castleview Partners, LLC | 25,976 | $56.0K | 0.00% | +25,976 | New |
| SOA Wealth Advisors, LLC. | 119 | $55.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 115 | $53.0K | 0.00% | −39−25.3% | Reduced |
| Gemmer Asset Management LLC | 115 | $53.0K | 0.01% | +1+0.9% | Added |
| Whittier Trust Co | 111 | $51.0K | 0.00% | +104+1,485.7% | Added |
| CVA Family Office, LLC | 110 | $51.0K | 0.01% | +110 | New |
| Optiver Holding B.V. | 125 | $49.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 106 | $49.0K | 0.00% | −5−4.5% | Reduced |
| JJJ Advisors Inc. | 106 | $49.0K | 0.01% | +3+2.9% | Added |
| Farmers & Merchants Investments Inc | 104 | $48.0K | 0.00% | +50+92.6% | Added |
| Endurance Wealth Management, Inc. | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $46.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 98 | $45.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 95 | $44.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 95 | $44.0K | 0.01% | +95 | New |
| Atticus Wealth Management, LLC | 91 | $42.0K | 0.02% | −237−72.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 90 | $42.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 91 | $42.0K | 0.00% | +7+8.3% | Added |
| Column Capital Advisors, LLC | 86 | $40.0K | 0.01% | +4+4.9% | Added |
| Ellis Investment Partners, LLC | 84 | $39.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 77 | $36.0K | 0.01% | −3−3.8% | Reduced |
| Trustcore Financial Services, LLC | 77 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 75 | $35.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 75 | $35.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 75 | $35.0K | 0.01% | +75 | New |
| Snowden Capital Advisors LLC | 73 | $33.0K | 0.00% | −674−90.2% | Reduced |
| Fieldpoint Private Securities, LLC | 68 | $32.0K | 0.01% | −13−16.0% | Reduced |
| American Research & Management Co. | 70 | $32.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 69 | $32.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 69 | $32.0K | 0.01% | +19+38.0% | Added |
| BerganKDV Wealth Management, LLC | 69 | $32.0K | 0.00% | +62+885.7% | Added |
| Spire Wealth Management | 65 | $30.0K | 0.00% | +65 | New |
| Pinnacle Bancorp, Inc. | 59 | $27.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 56 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 57 | $26.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $26.0K | 0.01% | +3+5.8% | Added |
| Bell Investment Advisors, Inc | 54 | $25.0K | 0.01% | −14−20.6% | Reduced |
| Covington Capital Management | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $24.0K | 0.00% | +6+13.0% | Added |
| Orion Capital Management LLC | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 47 | $22.0K | 0.00% | +47 | New |
| KRS Capital Management, LLC | 48 | $22.0K | 0.02% | +48 | New |
| Key Financial Inc | 46 | $21.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $21.0K | 0.00% | +18+69.2% | Added |
| Itau Unibanco Holding S.A. | 44 | $21.0K | 0.00% | +22+100.0% | Added |
| Gradient Investments LLC | 42 | $19.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 42 | $19.0K | 0.01% | +42 | New |
| Byrne Asset Management LLC | 40 | $19.0K | 0.01% | +40 | New |
| Brown Brothers Harriman & Co | 36 | $17.0K | 0.00% | −125−77.6% | Reduced |
| Kings Point Capital Management | 36 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $17.0K | 0.00% | +13+54.2% | Added |
| Creative Financial Designs Inc | 35 | $16.0K | 0.00% | −34−49.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 35 | $16.0K | 0.01% | +35 | New |
| NuWave Investment Management, LLC | 27 | $13.0K | 0.01% | −108−80.0% | Reduced |
| Rockbridge Investment Management, LCC | 28 | $13.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $13.0K | 0.00% | +21+300.0% | Added |
| Private Capital Group, LLC | 25 | $12.0K | 0.00% | −2−7.4% | Reduced |
| Arlington Partners LLC | 25 | $12.0K | 0.00% | +25 | New |
| Lee Financial Co | 25 | $12.0K | 0.00% | +25 | New |
| Loomis Sayles & Co L P | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 23 | $11.0K | 0.00% | +15+187.5% | Added |
| Dark Forest Capital Management LP | 24 | $11.0K | 0.00% | +24 | New |
| Tilia Fiduciary Partners, Inc. | 23 | $11.0K | 0.01% | +23 | New |
| Raffa Wealth Management, LLC | 23 | $10.7K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $10.0K | 0.00% | +4+23.5% | Added |
| HC Financial Advisors Inc | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 15 | $7.00K | 0.00% | +15 | New |
| Mark Sheptoff Financial Planning, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |