| Lowe Wealth Advisors, LLC | 248 | $87.0K | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 243 | $85.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 245 | $85.0K | 0.02% | +245 | New |
| Logan Capital Management Inc | 234 | $82.0K | 0.00% | +24+11.4% | Added |
| Whittier Trust Co of Nevada Inc | 233 | $81.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 225 | $78.0K | 0.04% | +225 | New |
| Proequities, Inc. | 221 | $77.0K | 0.00% | +2+0.9% | Added |
| Zions Bancorporation, N.A. | 212 | $74.0K | 0.01% | −2−0.9% | Reduced |
| West Branch Capital LLC | 213 | $74.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 213 | $74.0K | 0.03% | +213 | New |
| Asset Dedication, LLC | 200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $70.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $70.0K | 0.00% | +200 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $69.8K | 0.03% | +200 | New |
| Quent Capital, LLC | 192 | $67.0K | 0.01% | +192 | New |
| Eagle Bay Advisors LLC | 190 | $66.0K | 0.04% | −156−45.1% | Reduced |
| TSFG, LLC | 188 | $66.0K | 0.02% | +133+241.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 187 | $65.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 184 | $64.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 184 | $64.0K | 0.03% | 00.0% | Unchanged |
| Motco | 182 | $63.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 180 | $63.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 176 | $61.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 174 | $61.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $60.0K | 0.02% | −1−0.6% | Reduced |
| Anchor Investment Management, LLC | 170 | $59.3K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 170 | $59.0K | 0.05% | +170 | New |
| Delta Asset Management LLC | 165 | $58.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $57.0K | 0.00% | +30+22.2% | Added |
| Cassady Schiller Wealth Management, LLC | 163 | $57.0K | 0.03% | +163 | New |
| Total Clarity Wealth Management, Inc. | 157 | $55.0K | 0.02% | −14−8.2% | Reduced |
| Community Bank, N.A. | 155 | $54.0K | 0.01% | −720−82.3% | Reduced |
| Coastal Capital Group, Inc. | 154 | $54.0K | 0.01% | +1+0.7% | Added |
| TD Waterhouse Canada Inc. | 146 | $52.4K | 0.00% | +146 | New |
| Optiver Holding B.V. | 147 | $49.0K | 0.00% | +101+219.6% | Added |
| Salem Investment Counselors Inc | 133 | $46.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 131 | $46.0K | 0.01% | +1+0.8% | Added |
| Baldwin Brothers Inc | 128 | $45.0K | 0.00% | +116+966.7% | Added |
| Castleview Partners, LLC | 15,698 | $45.0K | 0.00% | +15,698 | New |
| Godsey & Gibb Associates | 125 | $44.0K | 0.01% | +125 | New |
| Neo Ivy Capital Management | 125 | $44.0K | 0.06% | +125 | New |
| South State Corp. | 115 | $40.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 115 | $40.0K | 0.00% | +35+43.8% | Added |
| Financial Perspectives, Inc | 112 | $39.1K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 111 | $39.0K | 0.01% | +111 | New |
| Equitec Proprietary Markets, LLC | 110 | $38.0K | 0.02% | +110 | New |
| IronBridge Private Wealth, LLC | 107 | $37.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $35.0K | 0.07% | +100 | New |
| Covestor Ltd | 99 | $35.0K | 0.05% | +99 | New |
| Bell Investment Advisors, Inc | 98 | $34.0K | 0.01% | −19−16.2% | Reduced |
| Monetary Management Group Inc | 95 | $33.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 92 | $32.0K | 0.00% | +36+64.3% | Added |
| Ossiam | 89 | $31.0K | 0.00% | −12,445−99.3% | Reduced |
| Your Advocates Ltd., LLP | 90 | $31.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $29.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 84 | $29.0K | 0.00% | +84 | New |
| Essex Investment Management Co LLC | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $28.0K | 0.01% | +2+2.6% | Added |
| Gemmer Asset Management LLC | 78 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 78 | $27.0K | 0.00% | +10+14.7% | Added |
| Tarbox Family Office, Inc. | 75 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 76 | $26.0K | 0.01% | +1+1.3% | Added |
| Raffa Wealth Management, LLC | 70 | $24.4K | 0.01% | −30−30.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 91 | $24.0K | 0.02% | +91 | New |
| West Paces Advisors Inc. | 68 | $23.7K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 66 | $23.0K | 0.00% | +6+10.0% | Added |
| TD Ameritrade Investment Management, LLC | 66 | $23.0K | 0.00% | −2−2.9% | Reduced |
| City State Bank | 65 | $23.0K | 0.01% | +65 | New |
| Sargent Bickham Lagudis LLC | 63 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 62 | $22.0K | 0.00% | +14+29.2% | Added |
| Rather & Kittrell, Inc. | 64 | $22.0K | 0.02% | +64 | New |
| Canton Hathaway, LLC | 64 | $22.0K | 0.01% | +64 | New |
| Patriot Financial Group Insurance Agency, LLC | 57 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 58 | $20.0K | 0.01% | +58 | New |
| Amplius Wealth Advisors, LLC | 58 | $20.0K | 0.00% | +58 | New |
| Glen Eagle Advisors, LLC | 55 | $19.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 54 | $19.0K | 0.00% | −17−23.9% | Reduced |
| Harding Loevner LP | 55 | $19.0K | 0.00% | +55 | New |
| Richwood Investment Advisors, LLC | 54 | $19.0K | 0.02% | +54 | New |
| BerganKDV Wealth Management, LLC | 51 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 51 | $18.0K | 0.00% | +42+466.7% | Added |
| Arlington Partners LLC | 51 | $18.0K | 0.00% | +51 | New |
| Mascoma Wealth Management LLC | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $15.0K | 0.01% | +9+25.7% | Added |
| Reilly Financial Advisors, LLC | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $14.0K | 0.00% | +7+21.2% | Added |
| Zullo Investment Group, Inc. | 41 | $14.0K | 0.01% | +41 | New |
| Global Financial Private Client, LLC | 39 | $13.6K | 0.01% | +35+875.0% | Added |
| CNB Bank | 36 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 35 | $12.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $12.0K | 0.00% | +1+2.9% | Added |