| CVA Family Office, LLC | 586 | $92.3K | 0.01% | +401+216.8% | Added |
| Ofi Invest Asset Management | 682 | $91.6K | 0.00% | +123+22.0% | Added |
| Independence Bank of Kentucky | 570 | $89.8K | 0.01% | −10−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 560 | $88.3K | 0.00% | +2+0.4% | Added |
| True Wealth Design, LLC | 558 | $87.9K | 0.03% | +150+36.8% | Added |
| Sentry Investment Management LLC | 527 | $87.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 491 | $77.4K | 0.00% | +192+64.2% | Added |
| MUFG Securities EMEA plc | 486 | $76.6K | 0.00% | +486 | New |
| Onefund, LLC | 479 | $75.0K | 0.05% | +479 | New |
| Parkside Financial Bank & Trust | 468 | $73.8K | 0.01% | −28−5.6% | Reduced |
| Oakworth Capital, Inc. | 465 | $73.3K | 0.00% | −173−27.1% | Reduced |
| Wealth Preservation Advisors, LLC | 453 | $71.4K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 451 | $71.1K | 0.00% | +260+136.1% | Added |
| Covestor Ltd | 444 | $70.0K | 0.04% | +105+31.0% | Added |
| Ancora Advisors, LLC | 442 | $69.7K | 0.00% | −725−62.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 404 | $63.7K | 0.00% | +404 | New |
| Paradigm Asset Management Co LLC | 398 | $62.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 398 | $62.7K | 0.00% | +101+34.0% | Added |
| Cromwell Holdings LLC | 384 | $60.5K | 0.04% | +7+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 376 | $59.3K | 0.02% | +200+113.6% | Added |
| Concord Wealth Partners | 373 | $58.8K | 0.01% | +140+60.1% | Added |
| Atticus Wealth Management, LLC | 333 | $52.5K | 0.01% | +333 | New |
| Larson Financial Group LLC | 329 | $51.8K | 0.00% | +54+19.6% | Added |
| SBI Securities Co., Ltd. | 320 | $50.4K | 0.00% | +5+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 314 | $49.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 312 | $49.2K | 0.03% | +127+68.6% | Added |
| Bruce G. Allen Investments, LLC | 309 | $48.7K | 0.04% | −14−4.3% | Reduced |
| NewSquare Capital LLC | 291 | $45.9K | 0.00% | +189+185.3% | Added |
| MV Capital Management, Inc. | 280 | $44.1K | 0.00% | +19+7.3% | Added |
| Rothschild Investment LLC | 269 | $42.4K | 0.00% | +124+85.5% | Added |
| J.Safra Asset Management Corp | 250 | $39.4K | 0.00% | +169+208.6% | Added |
| Trust Co of Toledo NA | 245 | $38.6K | 0.00% | +245 | New |
| Asset Dedication, LLC | 243 | $38.3K | 0.00% | +168+224.0% | Added |
| Atlantic Trust, LLC | 221 | $34.8K | 0.01% | −67−23.3% | Reduced |
| Chilton Capital Management LLC | 219 | $34.5K | 0.00% | −182−45.4% | Reduced |
| Private Wealth Asset Management, LLC | 218 | $34.4K | 0.00% | −157−41.9% | Reduced |
| GW&K Investment Management, LLC | 214 | $34.0K | 0.00% | +157+275.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 204 | $32.0K | 0.00% | +43+26.7% | Added |
| HM Payson & Co | 200 | $31.5K | 0.00% | −200−50.0% | Reduced |
| Alerus Financial NA | 192 | $30.3K | 0.00% | +192 | New |
| Park Place Capital Corp | 183 | $29.8K | 0.01% | +25+15.8% | Added |
| Deseret Mutual Benefit Administrators | 180 | $28.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 182 | $28.0K | 0.00% | −41−18.4% | Reduced |
| American National Bank | 164 | $25.8K | 0.00% | +19+13.1% | Added |
| Creative Financial Designs Inc | 157 | $24.7K | 0.00% | −15−8.7% | Reduced |
| Alpine Bank Wealth Management | 153 | $24.1K | 0.00% | +46+43.0% | Added |
| Colonial Trust Advisors | 150 | $23.6K | 0.00% | −300−66.7% | Reduced |
| Sittner & Nelson, LLC | 150 | $23.6K | 0.01% | +150 | New |
| Manchester Capital Management LLC | 147 | $23.2K | 0.00% | +4+2.8% | Added |
| Strategic Wealth Designers | 143 | $22.5K | 0.03% | +143 | New |
| Battery Global Advisors, LLC | 141 | $22.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 136 | $21.4K | 0.00% | −340−71.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 136 | $21.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $21.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 116 | $21.3K | 0.00% | −15−11.5% | Reduced |
| Ameritas Advisory Services, LLC | 134 | $21.1K | 0.00% | +134 | New |
| Harbour Investments, Inc. | 129 | $20.3K | 0.00% | +9+7.5% | Added |
| Hantz Financial Services, Inc. | 125 | $20.0K | 0.00% | +86+220.5% | Added |
| AdvisorNet Financial, Inc | 126 | $19.9K | 0.00% | +4+3.3% | Added |
| Farmers & Merchants Investments Inc | 122 | $19.2K | 0.00% | −3−2.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 120 | $18.9K | 0.02% | +31+34.8% | Added |
| Global Wealth Strategies & Associates | 118 | $18.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 111 | $17.5K | 0.01% | +111 | New |
| Twin Tree Management, LP | 110 | $17.3K | 0.00% | +110 | New |
| Colonial Trust Co | 109 | $17.2K | 0.00% | −227−67.6% | Reduced |
| Bullock Wealth Management Group | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $16.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 95 | $15.0K | 0.01% | +95 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 90 | $14.1K | 0.00% | −55,912−99.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 84 | $13.2K | 0.00% | +84 | New |
| FSA Wealth Management LLC | 81 | $12.8K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 78 | $12.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $12.0K | 0.00% | +68 | New |
| Bogart Wealth, LLC | 75 | $11.8K | 0.00% | +4+5.6% | Added |
| Spurstone Advisory Services, LLC | 75 | $11.8K | 0.18% | +75 | New |
| Rational Advisors LLC | 72 | $11.3K | 0.00% | +72 | New |
| LFA - Lugano Financial Advisors SA | 71 | $11.2K | 0.01% | +71 | New |
| Red Tortoise LLC | 69 | $10.9K | 0.01% | +2+3.0% | Added |
| Citizens National Bank Trust Department | 68 | $10.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $10.6K | 0.00% | −16−19.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 66 | $10.4K | 0.00% | +56+560.0% | Added |
| McIlrath & Eck, LLC | 65 | $10.2K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 61 | $10.0K | 0.00% | +49+408.3% | Added |
| South State Corp. | 63 | $9.93K | 0.00% | +3+5.0% | Added |
| Meeder Asset Management Inc | 58 | $9.14K | 0.00% | +11+23.4% | Added |
| Avion Wealth | 59 | $9.00K | 0.00% | +43+268.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $8.82K | 0.01% | +56 | New |
| Private Wealth Management Group, LLC | 55 | $8.67K | 0.00% | +52+1,733.3% | Added |
| Beacon Capital Management, LLC | 55 | $8.67K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 46 | $8.55K | 0.00% | +46 | New |
| Truvestments Capital LLC | 54 | $8.51K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $7.88K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $7.88K | 0.01% | +50 | New |
| Financial Management Professionals, Inc. | 49 | $7.72K | 0.00% | −1−2.0% | Reduced |
| Midwest Capital Advisors, LLC | 49 | $7.72K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $7.48K | 0.00% | +46 | New |
| Whipplewood Advisors, LLC | 45 | $7.09K | 0.00% | −3,214−98.6% | Reduced |
