| Benjamin Edwards Inc | 285 | $143.0K | 0.03% | +36+14.5% | Added |
| Rise Advisors, LLC | 285 | $142.5K | 0.11% | −1−0.3% | Reduced |
| IFP Advisors, Inc | 661 | $142.4K | 0.01% | −694−51.2% | Reduced |
| Global Retirement Partners, LLC | 283 | $135.5K | 0.01% | +106+59.9% | Added |
| Optimum Investment Advisors | 260 | $130.0K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 257 | $128.5K | 0.03% | +257 | New |
| Baystate Wealth Management LLC | 250 | $125.0K | 0.01% | +9+3.7% | Added |
| SRS Capital Advisors, Inc. | 248 | $124.0K | 0.02% | −134−35.1% | Reduced |
| Lindbrook Capital, LLC | 242 | $121.0K | 0.01% | +107+79.3% | Added |
| Smithfield Trust Co | 238 | $121.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 238 | $119.0K | 0.08% | +238 | New |
| Paloma Partners Management Co | 237 | $118.5K | 0.03% | +237 | New |
| EverSource Wealth Advisors, LLC | 236 | $118.0K | 0.01% | +23+10.8% | Added |
| Capital Advisors, Ltd. LLC | 236 | $118.0K | 0.02% | +1+0.4% | Added |
| China Universal Asset Management Co., Ltd. | 234 | $117.0K | 0.04% | −1,956−89.3% | Reduced |
| Heritage Wealth Advisors | 233 | $116.5K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 227 | $113.5K | 0.01% | −85−27.2% | Reduced |
| Center for Financial Planning, Inc. | 221 | $110.5K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 219 | $109.5K | 0.02% | −32−12.7% | Reduced |
| Princeton Global Asset Management LLC | 217 | $108.5K | 0.03% | +87+66.9% | Added |
| Trust Co of Vermont | 213 | $106.5K | 0.01% | −14−6.2% | Reduced |
| Natixis Investment Managers International | 209 | $104.5K | 0.01% | −106−33.7% | Reduced |
| Parkside Financial Bank & Trust | 206 | $103.0K | 0.03% | −3−1.4% | Reduced |
| CVA Family Office, LLC | 203 | $101.5K | 0.02% | +13+6.8% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $100.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $100.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 193 | $96.5K | 0.05% | +1+0.5% | Added |
| HighMark Wealth Management LLC | 192 | $96.0K | 0.07% | +192 | New |
| Dougherty Wealth Advisers LLC | 190 | $95.0K | 0.14% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 185 | $92.0K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 173 | $86.5K | 0.01% | +173 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 158 | $79.0K | 0.00% | −1,210−88.5% | Reduced |
| Quent Capital, LLC | 157 | $78.5K | 0.01% | 00.0% | Unchanged |
| Nkcfo LLC | 155 | $78.0K | 0.04% | +155 | New |
| Colonial Trust Advisors | 150 | $75.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 150 | $75.0K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 150 | $74.0K | 0.01% | +150 | New |
| Anchor Investment Management, LLC | 144 | $72.0K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,704 | $69.5K | 1.60% | +28+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 128 | $64.0K | 0.00% | −67−34.4% | Reduced |
| KB Financial Partners, LLC | 126 | $63.0K | 0.02% | −103−45.0% | Reduced |
| Barrett & Company, Inc. | 120 | $60.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 118 | $59.0K | 0.01% | +2+1.7% | Added |
| Clearstead Advisors, LLC | 114 | $57.0K | 0.00% | +104+1,040.0% | Added |
| Ronald Blue Trust, Inc. | 141 | $57.0K | 0.00% | −13−8.4% | Reduced |
| Harbour Investments, Inc. | 105 | $52.5K | 0.00% | −3−2.8% | Reduced |
| Carolinas Wealth Consulting LLC | 100 | $50.0K | 0.01% | −78−43.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 100 | $50.0K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 100 | $50.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $50.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 95 | $48.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 93 | $46.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $46.0K | 0.01% | −18−16.4% | Reduced |
| HHM Wealth Advisors, LLC | 91 | $45.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 84 | $42.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 83 | $41.5K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 80 | $40.0K | 0.09% | +80 | New |
| City State Bank | 78 | $39.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 76 | $38.0K | 0.01% | +76 | New |
| Ameritas Advisory Services, LLC | 75 | $37.7K | 0.00% | +75 | New |
| Washington Trust Advisors, Inc. | 73 | $36.5K | 0.00% | −19−20.7% | Reduced |
| Castleview Partners, LLC | 69 | $34.5K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 71 | $33.4K | 0.02% | +71 | New |
| Raleigh Capital Management Inc. | 65 | $32.5K | 0.02% | +65 | New |
| Altshuler Shaham Ltd | 63 | $31.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 62 | $30.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $30.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 55 | $27.7K | 0.02% | +55 | New |
| MV Capital Management, Inc. | 53 | $26.5K | 0.00% | +10+23.3% | Added |
| Bell Investment Advisors, Inc | 52 | $26.0K | 0.01% | −7−11.9% | Reduced |
| Resurgent Financial Advisors LLC | 51 | $25.5K | 0.02% | −25−32.9% | Reduced |
| Catalyst Capital Advisors LLC | 50 | $25.0K | 0.00% | −15−23.1% | Reduced |
| Avalon Trust Co | 50 | $25.0K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 48 | $24.0K | 0.01% | +4+9.1% | Added |
| Earnest Partners LLC | 47 | $23.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $23.0K | 0.01% | +39+557.1% | Added |
| Capstone Investment Advisors, LLC | 44 | $22.0K | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 41 | $20.5K | 0.02% | +5+13.9% | Added |
| Covestor Ltd | 39 | $20.0K | 0.02% | −14−26.4% | Reduced |
| Sutton Wealth Advisors Inc. | 39 | $19.5K | 0.01% | −1,051−96.4% | Reduced |
| Creative Financial Designs Inc | 39 | $19.5K | 0.00% | +21+116.7% | Added |
| AdvisorNet Financial, Inc | 38 | $19.0K | 0.00% | +2+5.6% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $17.5K | 0.01% | +10+40.0% | Added |
| Whittier Trust Co of Nevada Inc | 35 | $17.5K | 0.00% | −60−63.2% | Reduced |
| Colonial Trust Co | 35 | $17.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34 | $17.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $16.0K | 0.00% | +27+540.0% | Added |
| Harbor Investment Advisory, LLC | 31 | $15.5K | 0.00% | −2−6.1% | Reduced |
| Boyd Watterson Asset Management LLC | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $14.5K | 0.00% | +3+11.5% | Added |
| Central Bank & Trust Co | 29 | $14.5K | 0.00% | +8+38.1% | Added |
| Tradition Wealth Management, LLC | 27 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 27 | $13.5K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $13.0K | 0.00% | +16+160.0% | Added |
| Clear Investment Research, LLC | 25 | $12.5K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 23 | $11.5K | 0.00% | −1−4.2% | Reduced |
| Core Alternative Capital | 23 | $11.5K | 0.00% | +3+15.0% | Added |
| Laurel Wealth Advisors LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $10.5K | 0.00% | 00.0% | Unchanged |
