| Twin Peaks Wealth Advisors, LLC | 22 | $12.1K | 0.00% | +22 | New |
| Marshall & Sterling Wealth Advisors Inc. | 21 | $12.1K | 0.01% | +7+50.0% | Added |
| Battery Global Advisors, LLC | 21 | $12.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 24 | $13.8K | 0.00% | +23+2,300.0% | Added |
| Sierra Ocean, LLC | 24 | $13.9K | 0.01% | −2−7.7% | Reduced |
| AdvisorNet Financial, Inc | 25 | $14.4K | 0.00% | −8−24.2% | Reduced |
| Atlantic Trust, LLC | 25 | $14.4K | 0.00% | +25 | New |
| Park Place Capital Corp | 25 | $14.5K | 0.00% | +8+47.1% | Added |
| Midwest Capital Advisors, LLC | 26 | $15.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $16.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $16.2K | 0.00% | +1+3.6% | Added |
| Anchor Investment Management, LLC | 29 | $16.7K | 0.00% | +4+16.0% | Added |
| Private Wealth Asset Management, LLC | 30 | $17.3K | 0.00% | −2−6.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 31 | $17.6K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 32 | $18.5K | 0.28% | +32 | New |
| South State Corp. | 32 | $18.5K | 0.00% | −6−15.8% | Reduced |
| TCTC Holdings, LLC | 32 | $18.5K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 32 | $18.5K | 0.01% | +32 | New |
| Bell Investment Advisors, Inc | 33 | $19.0K | 0.00% | −4−10.8% | Reduced |
| NewSquare Capital LLC | 34 | $19.6K | 0.00% | +2+6.3% | Added |
| CoreCap Advisors, LLC | 34 | $19.6K | 0.00% | +10+41.7% | Added |
| Rialto Wealth Management, LLC | 34 | $19.6K | 0.01% | +2+6.3% | Added |
| Westside Investment Management, Inc. | 34 | $19.8K | 0.00% | +34 | New |
| Rational Advisors LLC | 36 | $20.8K | 0.00% | +36 | New |
| Trust Co of Toledo NA | 38 | $21.9K | 0.00% | +38 | New |
| Princeton Global Asset Management LLC | 38 | $22.0K | 0.00% | +12+46.2% | Added |
| Financial Management Professionals, Inc. | 39 | $22.5K | 0.00% | +5+14.7% | Added |
| GFG Capital, LLC | 40 | $23.1K | 0.01% | +40 | New |
| Clal Insurance Enterprises Holdings Ltd | 42 | $24.0K | 0.00% | +42 | New |
| Johnson Financial Group, Inc. | 42 | $24.2K | 0.00% | −11−20.8% | Reduced |
| Rise Advisors, LLC | 47 | $26.9K | 0.01% | −3−6.0% | Reduced |
| Clear Street Markets LLC | 52 | $30.0K | 0.01% | +52 | New |
| JFS Wealth Advisors, LLC | 58 | $33.5K | 0.00% | −3−4.9% | Reduced |
| Trust Co of Vermont | 58 | $33.5K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 60 | $34.6K | 0.01% | +60 | New |
| Farmers & Merchants Investments Inc | 61 | $35.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 61 | $35.2K | 0.00% | +9+17.3% | Added |
| Rothschild Investment LLC | 62 | $35.8K | 0.00% | −2−3.1% | Reduced |
| Strategic Wealth Designers | 62 | $35.8K | 0.05% | +62 | New |
| Spire Wealth Management | 66 | $38.1K | 0.00% | −488−88.1% | Reduced |
| Compagnie Lombard Odier SCmA | 69 | $39.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 70 | $40.4K | 0.00% | +22+45.8% | Added |
| Hemington Wealth Management | 73 | $42.0K | 0.01% | +8+12.3% | Added |
| Plante Moran Financial Advisors, LLC | 80 | $46.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $46.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $46.7K | 0.01% | −8−9.0% | Reduced |
| Ridgewood Investments LLC | 82 | $47.3K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 84 | $48.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 84 | $48.4K | 0.02% | 00.0% | Unchanged |
| Vega Investment Solutions | 89 | $51.3K | 0.01% | −97−52.2% | Reduced |
| Central Pacific Bank - Trust Division | 91 | $52.5K | 0.01% | +3+3.4% | Added |
| Geneos Wealth Management Inc. | 91 | $52.5K | 0.00% | +4+4.6% | Added |
| Rakuten Securities, Inc. | 95 | $54.8K | 0.02% | +1+1.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 97 | $56.0K | 0.00% | +31+47.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 99 | $57.1K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $58.8K | 0.05% | −8−7.3% | Reduced |
| Financial Network Wealth Advisors LLC | 102 | $58.8K | 0.07% | +1+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 105 | $60.6K | 0.00% | +105 | New |
| Generali Investments, Management Co LLC | 107 | $61.6K | 0.01% | +107 | New |
| LRI Investments, LLC | 108 | $62.2K | 0.01% | +6+5.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $63.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 112 | $64.6K | 0.00% | −3−2.6% | Reduced |
| Whipplewood Advisors, LLC | 113 | $65.2K | 0.04% | −33−22.6% | Reduced |
| State of Wyoming | 113 | $65.2K | 0.01% | +113 | New |
| Bank of Jackson Hole Trust | 119 | $68.6K | 0.04% | +95+395.8% | Added |
| Pin Oak Investment Advisors Inc | 130 | $73.0K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $73.8K | 0.01% | −19−13.4% | Reduced |
| Private Trust Co NA | 128 | $73.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 128 | $73.9K | 0.00% | +128 | New |
| TD Private Client Wealth LLC | 134 | $77.3K | 0.00% | −1,334−90.9% | Reduced |
| Intact Investment Management Inc. | 138 | $79.6K | 0.00% | +19+16.0% | Added |
| Center for Financial Planning, Inc. | 145 | $83.6K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 149 | $85.9K | 0.03% | +149 | New |
| Acima Private Wealth, LLC | 153 | $88.2K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 153 | $88.2K | 0.00% | +153 | New |
| Opal Wealth Advisors, LLC | 165 | $95.2K | 0.03% | +6+3.8% | Added |
| Golden State Wealth Management, LLC | 168 | $96.9K | 0.01% | +146+663.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 169 | $97.5K | 0.09% | −23−12.0% | Reduced |
| Dunhill Financial, LLC | 177 | $102.3K | 0.03% | −1−0.6% | Reduced |
| Umb Bank N A | 178 | $102.7K | 0.00% | −79−30.7% | Reduced |
| Larson Financial Group LLC | 178 | $102.7K | 0.00% | −34−16.0% | Reduced |
| Parkside Financial Bank & Trust | 182 | $105.0K | 0.01% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 195 | $112.5K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 195 | $113.0K | 0.07% | −39−16.7% | Reduced |
| Onefund, LLC | 206 | $119.0K | 0.09% | +206 | New |
| Ronald Blue Trust, Inc. | 212 | $122.3K | 0.00% | +43+25.4% | Added |
| Sentry Investment Management LLC | 226 | $131.0K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $131.5K | 0.05% | +33+16.9% | Added |
| MUFG Securities EMEA plc | 229 | $132.1K | 0.01% | −8,770−97.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 230 | $132.7K | 0.02% | +230 | New |
| Zions Bancorporation, National Association | 231 | $133.2K | 0.01% | −160−40.9% | Reduced |
| Cromwell Holdings LLC | 237 | $136.7K | 0.08% | +10+4.4% | Added |
| CVA Family Office, LLC | 241 | $139.0K | 0.02% | −22−8.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $141.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $141.3K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $144.2K | 0.01% | 00.0% | Unchanged |
| Wormser Freres Gestion | 252 | $145.3K | 0.09% | +252 | New |
| Massmutual Trust Co FSB | 262 | $151.1K | 0.00% | −34−11.5% | Reduced |
| Harbour Investments, Inc. | 268 | $154.6K | 0.00% | +21+8.5% | Added |
