| Bay Harbor Wealth Management, LLC | 45 | $27.1K | 0.01% | +28+164.7% | Added |
| PFS Partners, LLC | 46 | $27.8K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 47 | $28.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 48 | $29.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 49 | $29.6K | 0.00% | +48+4,800.0% | Added |
| Highline Wealth Partners LLC | 49 | $29.8K | 0.01% | +18+58.1% | Added |
| Strategic Wealth Advisors LLC | 50 | $30.0K | 0.02% | 00.0% | Unchanged |
| University of Illinois Foundation | 50 | $30.2K | 0.01% | +50 | New |
| Knights of Columbus Asset Advisors LLC | 50 | $30.2K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 50 | $30.2K | 0.18% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 50 | $30.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $30.2K | 0.00% | +1+2.0% | Added |
| Trask Adam Roland | 50 | $30.2K | 0.03% | +50 | New |
| Ares Financial Consulting, LLC | 49 | $30.3K | 0.02% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 51 | $30.8K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 52 | $31.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 52 | $31.4K | 0.01% | +15+40.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 53 | $32.0K | 0.00% | −3,753−98.6% | Reduced |
| Stone House Investment Management, LLC | 58 | $34.8K | 0.01% | +2+3.6% | Added |
| Burkett Financial Services, LLC | 57 | $34.8K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 60 | $36.1K | 0.02% | −2−3.2% | Reduced |
| Legacy Wealth Managment, LLC | 60 | $36.3K | 0.02% | +2+3.4% | Added |
| Legend Capital Advisors LLC | 61 | $36.9K | 0.02% | +61 | New |
| Aspect Partners, LLC | 62 | $37.5K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 63 | $38.1K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 65 | $39.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 65 | $39.3K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 65 | $39.3K | 0.03% | +51+364.3% | Added |
| Community Financial Services Group, LLC | 64 | $39.5K | 0.01% | +64 | New |
| Triumph Capital Management | 67 | $40.3K | 0.01% | +12+21.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 69 | $41.7K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 70 | $42.3K | 0.02% | 00.0% | Unchanged |
| Capital & Planning, LLC | 70 | $42.3K | 0.03% | +70 | New |
| Cypress Capital Management LLC (WY) | 71 | $42.9K | 0.04% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 71 | $42.9K | 0.03% | +51+255.0% | Added |
| United Financial Planning Group LLC | 72 | $43.5K | 0.03% | +11+18.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 72 | $43.5K | 0.02% | +72 | New |
| Washington Trust Advisors, Inc. | 74 | $44.7K | 0.00% | +4+5.7% | Added |
| Rational Advisors LLC | 76 | $45.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 79 | $47.7K | 0.05% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 79 | $47.8K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 80 | $48.4K | 0.01% | −49−38.0% | Reduced |
| Sunrise Financial Services, LLC | 80 | $48.4K | 0.03% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 80 | $48.4K | 0.03% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 80 | $48.4K | 0.03% | +80 | New |
| Chung Wu Investment Group, LLC | 80 | $48.4K | 0.04% | +80 | New |
| UMA Financial Services, Inc. | 80 | $48.4K | 0.01% | +38+90.5% | Added |
| Blue Bell Private Wealth Management, LLC | 80 | $48.4K | 0.01% | −259−76.4% | Reduced |
| Heritage Wealth Advisors | 81 | $48.9K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 82 | $49.6K | 0.03% | +82 | New |
| Meramec Financial Planners, LLC | 87 | $50.6K | 0.02% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 84 | $50.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 84 | $50.8K | 0.00% | +2+2.4% | Added |
| Wolff Wiese Magana LLC | 84 | $50.8K | 0.03% | +5+6.3% | Added |
| Breakwater Investment Management | 85 | $51.4K | 0.02% | −16−15.8% | Reduced |
| Tradewinds Capital Management, LLC | 87 | $52.6K | 0.01% | −264−75.2% | Reduced |
| Abound Wealth Management | 90 | $54.4K | 0.01% | +33+57.9% | Added |
| Bruce G. Allen Investments, LLC | 90 | $54.4K | 0.04% | −8−8.2% | Reduced |
| Elequin Capital LP | 90 | $54.4K | 0.00% | +90 | New |
| Hartford Financial Management Inc. | 91 | $55.0K | 0.01% | −7−7.1% | Reduced |
| Sarver Vrooman Wealth Advisors | 92 | $55.6K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 92 | $55.6K | 0.02% | +3+3.4% | Added |
| Bernard Wealth Management Corp. | 95 | $57.4K | 0.02% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 96 | $57.8K | 0.04% | +96 | New |
| Richardson Capital Management LLC | 100 | $60.4K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $60.4K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $60.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $60.4K | 0.04% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 111 | $62.3K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 103 | $62.5K | 0.03% | +29+39.2% | Added |
| Cornerstone Planning Group LLC | 124 | $62.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 105 | $63.5K | 0.00% | +66+169.2% | Added |
| CBIZ Investment Advisory Services, LLC | 106 | $64.1K | 0.00% | −83−43.9% | Reduced |
| Key Capital Management, INC | 106 | $64.1K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 107 | $64.6K | 0.03% | −1−0.9% | Reduced |
| Strengthening Families & Communities, LLC | 108 | $65.1K | 0.02% | +108 | New |
| Investors Portfolio Services LLC | 109 | $65.8K | 0.06% | +1+0.9% | Added |
| American Capital Advisory, LLC | 109 | $65.9K | 0.03% | +3+2.8% | Added |
| Abound Financial, LLC | 110 | $66.2K | 0.03% | +1+0.9% | Added |
| Wiser Advisor Group LLC | 110 | $66.4K | 0.08% | +2+1.9% | Added |
| Palouse Capital Management, Inc. | 110 | $66.5K | 0.04% | −5,596−98.1% | Reduced |
| Western Pacific Wealth Management, LP | 110 | $66.6K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 111 | $67.0K | 0.00% | −701−86.3% | Reduced |
| MPWM Advisory Solutions, LLC | 111 | $67.1K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 111 | $67.1K | 0.01% | −11−9.0% | Reduced |
| MRP Capital Investments, LLC | 111 | $67.1K | 0.06% | 00.0% | Unchanged |
| Wellington Grp LLC | 119 | $71.9K | 0.02% | +1+0.8% | Added |
| GW&K Investment Management, LLC | 123 | $74.0K | 0.00% | +11+9.8% | Added |
| Navigoe, LLC | 125 | $75.0K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 125 | $75.5K | 0.07% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 127 | $77.0K | 0.04% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 129 | $78.0K | 0.03% | +129 | New |
| Evolution Advisers, Inc. | 132 | $79.0K | 0.03% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 157 | $79.3K | 0.10% | +72+84.7% | Added |
| Activest Wealth Management | 134 | $81.1K | 0.01% | +10+8.1% | Added |
| Hanson & Doremus Investment Management | 136 | $82.0K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 136 | $82.2K | 0.08% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 138 | $83.4K | 0.04% | −11−7.4% | Reduced |
| Napier Financial, LLC | 138 | $83.4K | 0.02% | +138 | New |
| Solstein Capital, LLC | 139 | $84.0K | 0.03% | 00.0% | Unchanged |