| Nwam LLC | 839 | $529.9K | 0.04% | +839 | New |
| Fiduciary Alliance LLC | 833 | $526.1K | 0.10% | +833 | New |
| IHT Wealth Management, LLC | 816 | $515.4K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 815 | $514.8K | 0.01% | −113−12.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 811 | $512.2K | 0.01% | +72+9.7% | Added |
| Chicago Partners Investment Group LLC | 1,113 | $502.0K | 0.02% | +312+39.0% | Added |
| Xponance, Inc. | 740 | $467.4K | 0.01% | +84+12.8% | Added |
| Arete Wealth Advisors, LLC | 727 | $459.2K | 0.04% | +727 | New |
| Visionary Wealth Advisors | 712 | $449.7K | 0.03% | +712 | New |
| Verus Capital Partners, LLC | 705 | $445.3K | 0.05% | −33−4.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 705 | $445.3K | 0.22% | −13−1.8% | Reduced |
| Thrivent Financial for Lutherans | 700 | $442.0K | 0.00% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 900 | $441.5K | 0.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 696 | $439.6K | 0.00% | +696 | New |
| Metropolitan Life Insurance Co | 693 | $437.7K | 0.02% | +57+9.0% | Added |
| Russell Investments Group, Ltd. | 692 | $437.1K | 0.00% | −3,839−84.7% | Reduced |
| GWM Advisors LLC | 691 | $436.4K | 0.00% | +49+7.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 683 | $431.4K | 0.04% | +683 | New |
| Schonfeld Strategic Advisors LLC | 680 | $429.5K | 0.00% | +680 | New |
| Kingsview Wealth Management, LLC | 678 | $428.2K | 0.01% | −230−25.3% | Reduced |
| US Bancorp | 671 | $423.8K | 0.00% | +89+15.3% | Added |
| Silvercrest Asset Management Group LLC | 666 | $420.7K | 0.00% | +666 | New |
| Florida Financial Advisors, LLC | 651 | $411.2K | 0.38% | +651 | New |
| Paradigm Financial Partners, LLC | 650 | $410.6K | 0.10% | +650 | New |
| Brinker Capital Investments, LLC | 671 | $401.3K | 0.00% | +671 | New |
| Orion Portfolio Solutions, LLC | 671 | $401.3K | 0.00% | +671 | New |
| Wedbush Securities Inc | 623 | $393.0K | 0.02% | −45−6.7% | Reduced |
| CWM Advisors, LLC | 622 | $392.6K | 0.04% | −328−34.5% | Reduced |
| Lincoln National Corp | 611 | $385.9K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 608 | $384.0K | 0.00% | −15,938−96.3% | Reduced |
| Beacon Pointe Advisors, LLC | 600 | $379.0K | 0.00% | +600 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 596 | $376.4K | 0.00% | +596 | New |
| O'Shaughnessy Asset Management, LLC | 584 | $368.9K | 0.00% | +584 | New |
| VitalStone Financial, LLC | 576 | $364.0K | 0.29% | +348+152.6% | Added |
| Savant Capital, LLC | 533 | $336.7K | 0.00% | +533 | New |
| Sterling Investment Advisors, Ltd. | 533 | $336.7K | 0.10% | +533 | New |
| Financial Advocates Investment Management | 530 | $334.8K | 0.02% | −113−17.6% | Reduced |
| Paul Damon & Associates, Inc. | 522 | $329.7K | 0.23% | +522 | New |
| Trevian Wealth Management LLC | 500 | $316.0K | 0.25% | +500 | New |
| Hilltop Holdings Inc. | 500 | $315.8K | 0.04% | +500 | New |
| Sassicaia Capital Advisers LLC | 500 | $315.8K | 2.73% | +500 | New |
| Nisa Investment Advisors, LLC | 499 | $315.2K | 0.00% | −1−0.2% | Reduced |
| JustInvest LLC | 498 | $314.5K | 0.01% | +498 | New |
| Pathstone Holdings, LLC | 496 | $313.3K | 0.00% | +496 | New |
| Capstone Investment Advisors, LLC | 490 | $309.5K | 0.01% | +99+25.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 481 | $303.8K | 0.06% | +481 | New |
| Lake Street Advisors Group, LLC | 473 | $298.8K | 0.01% | +473 | New |
| United Capital Management of KS, Inc. | 473 | $298.8K | 0.09% | +473 | New |
| Guggenheim Capital LLC | 464 | $293.1K | 0.00% | +464 | New |
| Lodestar Private Asset Management LLC | 457 | $288.6K | 0.04% | +457 | New |
| Summit Wealth Partners, LLC | 453 | $286.1K | 0.07% | +453 | New |
| Western Wealth Management, LLC | 448 | $283.0K | 0.02% | +448 | New |
| Envestnet Asset Management Inc | 447 | $282.3K | 0.00% | +447 | New |
| Lion Street Advisors, LLC | 438 | $276.6K | 0.11% | −327−42.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 436 | $275.4K | 0.02% | +436 | New |
| Sawtooth Solutions, LLC | 426 | $269.1K | 0.01% | +426 | New |
| Bleakley Financial Group, LLC | 426 | $269.1K | 0.01% | +426 | New |
| SEI Investments Co | 422 | $266.5K | 0.00% | +422 | New |
| Coston, McIsaac & Partners | 420 | $265.0K | 0.09% | +420 | New |
| Hartline Investment Corp | 414 | $261.5K | 0.04% | +414 | New |
| Ci Investments Inc. | 412 | $260.0K | 0.00% | +311+307.9% | Added |
| HighPoint Advisor Group LLC | 140 | $260.0K | 0.02% | +140 | New |
| Wolverine Asset Management LLC | 400 | $252.6K | 0.00% | +400 | New |
| Close Asset Management Ltd | 399 | $252.0K | 0.01% | +42+11.8% | Added |
| CWM, LLC | 396 | $250.0K | 0.00% | +27+7.3% | Added |
| Gladstone Institutional Advisory LLC | 379 | $239.4K | 0.01% | −232−38.0% | Reduced |
| Avidian Wealth Solutions, LLC | 374 | $236.2K | 0.01% | +374 | New |
| BIT Capital GmbH | 364 | $229.9K | 0.02% | −7,564−95.4% | Reduced |
| Stonegate Investment Group, LLC | 360 | $227.4K | 0.01% | +360 | New |
| Brookstone Capital Management | 342 | $216.0K | 0.00% | +342 | New |
| Riverview Capital Advisers, LLC | 333 | $210.3K | 0.08% | +333 | New |
| Turim 21 Investimentos Ltda. | 333 | $210.3K | 0.07% | +298+851.4% | Added |
| Berkshire Bank | 330 | $208.4K | 0.06% | +330 | New |
| Wealthcare Advisory Partners LLC | 328 | $207.2K | 0.01% | +328 | New |
| First Foundation Advisors | 325 | $205.3K | 0.01% | +325 | New |
| Prelude Capital Management, LLC | 320 | $202.1K | 0.02% | +320 | New |
| Kapitalo Investimentos Ltda | 312 | $197.1K | 0.04% | +64+25.8% | Added |
| Advisory Services Network, LLC | 279 | $176.1K | 0.00% | +279 | New |
| Global Retirement Partners, LLC | 346 | $166.8K | 0.01% | +346 | New |
| KBC Group NV | 237 | $150.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 235 | $148.4K | 0.01% | +230+4,600.0% | Added |
| Jefferies Financial Group Inc. | 227 | $143.4K | 0.00% | +207+1,035.0% | Added |
| Rakuten Securities, Inc. | 205 | $129.5K | 0.10% | +205 | New |
| Toronto Dominion Bank | 200 | $126.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $126.3K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $126.3K | 0.00% | +200 | New |
| Glassman Wealth Services | 181 | $114.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 172 | $108.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 170 | $107.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $83.4K | 0.00% | +31+30.7% | Added |
| Central Trust Co | 127 | $80.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 124 | $78.3K | 0.00% | +93+300.0% | Added |
| NBC Securities, Inc. | 125 | $78.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 119 | $75.2K | 0.01% | +119 | New |
| GPS Wealth Strategies Group, LLC | 114 | $72.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 108 | $68.2K | 0.06% | +108 | New |
| C M Bidwell & Associates Ltd | 106 | $67.0K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $65.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $63.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 90 | $56.8K | 0.00% | +64+246.2% | Added |
