| First Horizon Advisors, Inc. | 796 | $183.0K | 0.01% | −216−21.3% | Reduced |
| AlphaCentric Advisors LLC | 797 | $183.0K | 0.05% | +797 | New |
| SRS Capital Advisors, Inc. | 782 | $180.0K | 0.02% | −61−7.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 730 | $168.0K | 0.08% | +730 | New |
| Pinebridge Investments, L.P. | 654 | $150.0K | 0.00% | −19−2.8% | Reduced |
| Parallel Advisors, LLC | 628 | $144.0K | 0.01% | +219+53.5% | Added |
| First Eagle Investment Management, LLC | 591 | $136.0K | 0.00% | +591 | New |
| Leelyn Smith, LLC | 580 | $133.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 555 | $126.0K | 0.00% | −31−5.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 540 | $124.0K | 0.00% | −2,181−80.2% | Reduced |
| Wunderlich Capital Managemnt | 500 | $115.0K | 0.05% | +500 | New |
| Hexagon Capital Partners LLC | 451 | $103.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 441 | $101.0K | 0.01% | −916−67.5% | Reduced |
| Bessemer Group Inc | 415 | $96.0K | 0.00% | +170+69.4% | Added |
| Global Financial Private Client, LLC | 404 | $92.7K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 395 | $91.0K | 0.01% | +5+1.3% | Added |
| Tobam | 389 | $89.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 367 | $84.0K | 0.02% | −24−6.1% | Reduced |
| Deseret Mutual Benefit Administrators | 367 | $84.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 366 | $84.0K | 0.05% | +366 | New |
| Rosenberg Matthew Hamilton | 358 | $82.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 330 | $76.0K | 0.04% | +330 | New |
| Farmers & Merchants Investments Inc | 320 | $73.0K | 0.00% | −102−24.2% | Reduced |
| Pinnacle Financial Partners Inc | 314 | $72.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 309 | $71.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 309 | $70.0K | 0.02% | +1+0.3% | Added |
| NEXT Financial Group, Inc | 306 | $70.0K | 0.00% | +73+31.3% | Added |
| State of Wyoming | 290 | $67.0K | 0.03% | −488−62.7% | Reduced |
| West Bancorporation Inc | 288 | $66.0K | 0.05% | +288 | New |
| Sofos Investments, Inc. | 916 | $64.0K | 0.01% | +916 | Added |
| Lindbrook Capital, LLC | 275 | $63.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 14,225 | $62.0K | 0.00% | +14,225 | New |
| Koshinski Asset Management, Inc. | 225 | $51.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 221 | $50.0K | 0.00% | −1−0.5% | Reduced |
| First Financial Corp | 211 | $48.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 211 | $48.0K | 0.01% | +11+5.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 205 | $47.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $46.0K | 0.01% | +60+42.9% | Added |
| Sutton Wealth Advisors Inc. | 195 | $44.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 183 | $42.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 177 | $41.0K | 0.01% | +177 | New |
| Gemmer Asset Management LLC | 175 | $40.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 174 | $40.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 176 | $40.0K | 0.00% | +176 | New |
| Stuart Chaussee & Associates, Inc. | 165 | $38.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 155 | $36.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 148 | $34.0K | 0.01% | +13+9.6% | Added |
| TD Private Client Wealth LLC | 134 | $30.7K | 0.00% | −45−25.1% | Reduced |
| Umb Bank N A | 130 | $30.0K | 0.00% | +130 | New |
| Dark Forest Capital Management LP | 120 | $28.0K | 0.01% | +120 | New |
| Wolff Wiese Magana LLC | 108 | $25.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 107 | $25.0K | 0.01% | +7+7.0% | Added |
| Howe & Rusling Inc | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $23.0K | 0.01% | +100 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $23.0K | 0.01% | +100 | New |
| Cascade Investment Advisors, Inc. | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 97 | $22.0K | 0.02% | +97 | New |
| Gradient Investments LLC | 90 | $21.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 92 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 84 | $19.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 75 | $17.2K | 0.02% | +75 | New |
| NewSquare Capital LLC | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 73 | $17.0K | 0.01% | +35+92.1% | Added |
| Smithfield Trust Co | 68 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 67 | $15.0K | 0.00% | +67 | New |
| Kistler-Tiffany Companies, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $13.0K | 0.00% | +3+5.6% | Added |
| Massmutual Trust Co FSB | 56 | $13.0K | 0.00% | +7+14.3% | Added |
| Concord Wealth Partners | 55 | $13.0K | 0.00% | +21+61.8% | Added |
| JFS Wealth Advisors, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $12.0K | 0.02% | +51 | New |
| CNB Bank | 50 | $11.0K | 0.01% | +18+56.3% | Added |
| Zions Bancorporation, N.A. | 40 | $9.00K | 0.00% | +6+17.6% | Added |
| Cambridge Trust Co | 40 | $9.00K | 0.00% | +40 | New |
| City State Bank | 41 | $9.00K | 0.01% | +41 | New |
| Tucker Asset Management LLC | 38 | $8.70K | 0.00% | +38 | New |
| Altshuler Shaham Ltd | 34 | $8.00K | 0.00% | −7−17.1% | Reduced |
| Vigilant Capital Management, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $8.00K | 0.00% | −2−5.3% | Reduced |
| HighMark Wealth Management LLC | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 37 | $8.00K | 0.00% | +37 | New |
| Amplius Wealth Advisors, LLC | 36 | $8.00K | 0.00% | +36 | New |
| Valley National Advisers Inc | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $7.00K | 0.00% | +8+38.1% | Added |
| Country Trust Bank | 31 | $7.00K | 0.00% | +31 | New |
| TCI Wealth Advisors, Inc. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $6.00K | 0.00% | +10+66.7% | Added |
| Core Alternative Capital | 27 | $6.00K | 0.00% | +27 | New |
| Anchor Investment Management, LLC | 24 | $5.60K | 0.00% | 00.0% | Unchanged |