| REAP Financial Group, LLC | 58 | $29.8K | 0.01% | +58 | New |
| Jones Financial Companies LLLP | 60 | $30.9K | 0.00% | +42+233.3% | Added |
| Creative Financial Designs Inc | 62 | $31.9K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 63 | $32.4K | 0.01% | +52+472.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $32.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 65 | $33.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 67 | $34.5K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 67 | $34.5K | 0.01% | +5+8.1% | Added |
| Cherry Tree Wealth Management, LLC | 68 | $34.8K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 68 | $35.0K | 0.02% | +68 | New |
| West Paces Advisors Inc. | 69 | $35.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 72 | $37.1K | 0.00% | +14+24.1% | Added |
| Tortoise Investment Management, LLC | 79 | $40.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $41.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 80 | $41.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 82 | $42.2K | 0.00% | −117−58.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 84 | $43.3K | 0.09% | +84 | New |
| Jackson Square Partners, LLC | 87 | $44.8K | 0.00% | −2,792,991−100.0% | Reduced |
| Washington Trust Advisors, Inc. | 91 | $46.7K | 0.00% | −18−16.5% | Reduced |
| Field & Main Bank | 100 | $51.5K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 100 | $51.5K | 0.05% | +100 | New |
| Farmers & Merchants Investments Inc | 104 | $53.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 106 | $54.6K | 0.03% | +41+63.1% | Added |
| Carolinas Wealth Consulting LLC | 108 | $55.6K | 0.01% | −21−16.3% | Reduced |
| Keener Financial Planning LLC | 108 | $56.0K | 0.04% | +108 | New |
| Core Alternative Capital | 112 | $57.7K | 0.01% | +55+96.5% | Added |
| Avalon Trust Co | 115 | $59.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 120 | $61.8K | 0.01% | −4−3.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 120 | $62.0K | 0.00% | −548,991−100.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 125 | $64.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 125 | $64.4K | 0.01% | +7+5.9% | Added |
| Altshuler Shaham Ltd | 126 | $64.9K | 0.00% | +77+157.1% | Added |
| Rothschild Investment LLC | 132 | $68.0K | 0.01% | +132 | New |
| Custom Portfolio Group LLC | 135 | $69.5K | 0.06% | +135 | New |
| DAGCO, Inc. | 136 | $70.0K | 0.06% | +136 | New |
| Dynamic Wealth Strategies, LLC | 136 | $70.0K | 0.06% | +136 | New |
| Capital Advisors, Ltd. LLC | 138 | $71.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 140 | $72.1K | 0.10% | +15+12.0% | Added |
| DSM Capital Partners LLC | 142 | $73.1K | 0.00% | +142 | New |
| Catalyst Capital Advisors LLC | 143 | $73.6K | 0.00% | +30+26.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 145 | $74.0K | 0.02% | +103+245.2% | Added |
| MV Capital Management, Inc. | 144 | $74.1K | 0.01% | +3+2.1% | Added |
| Sandy Spring Bank | 145 | $74.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 152 | $78.3K | 0.00% | +49+47.6% | Added |
| Bartlett & Co. LLC | 155 | $80.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 155 | $80.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 175 | $90.1K | 0.04% | −5−2.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 191 | $98.3K | 0.03% | +191 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 195 | $100.4K | 0.05% | +195 | New |
| Logan Capital Management Inc | 197 | $101.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 200 | $102.8K | 0.05% | +44+28.2% | Added |
| St Germain D J Co Inc | 201 | $103.5K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 203 | $104.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 205 | $105.6K | 0.01% | +59+40.4% | Added |
| Bell Investment Advisors, Inc | 208 | $107.1K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 210 | $108.1K | 0.05% | +210 | New |
| Bruce G. Allen Investments, LLC | 214 | $110.2K | 0.10% | +214 | New |
| Tradition Wealth Management, LLC | 218 | $112.0K | 0.01% | +1+0.5% | Added |
| Valley National Advisers Inc | 226 | $116.0K | 0.02% | +52+29.9% | Added |
| American National Bank | 229 | $117.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 233 | $120.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 234 | $121.0K | 0.08% | −8−3.3% | Reduced |
| Arlington Partners LLC | 246 | $126.7K | 0.04% | +103+72.0% | Added |
| CVA Family Office, LLC | 249 | $128.2K | 0.03% | +249 | New |
| State of Wyoming | 252 | $129.8K | 0.02% | +62+32.6% | Added |
| Private Trust Co NA | 285 | $146.7K | 0.02% | −1−0.3% | Reduced |
| ICA Group Wealth Management, LLC | 287 | $147.8K | 0.03% | +287 | New |
| Arlington Trust Co LLC | 290 | $149.3K | 0.04% | +147+102.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 291 | $151.0K | 0.00% | −349−54.5% | Reduced |
| C M Bidwell & Associates Ltd | 299 | $154.0K | 0.11% | +3+1.0% | Added |
| Blume Capital Management, Inc. | 305 | $157.0K | 0.04% | −15−4.7% | Reduced |
| Glassman Wealth Services | 314 | $161.7K | 0.02% | +49+18.5% | Added |
| Alaska Permanent Fund Corp | 334 | $172.0K | 0.00% | +50+17.6% | Added |
| Financial Management Professionals, Inc. | 352 | $181.0K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 376 | $194.5K | 0.00% | +376 | New |
| Benjamin F. Edwards & Company, Inc. | 382 | $197.0K | 0.00% | −4−1.0% | Reduced |
| Camden Capital, LLC | 389 | $200.3K | 0.02% | +389 | New |
| Empower Advisory Group, LLC | 389 | $200.3K | 0.00% | +389 | New |
| Choate Investment Advisors | 392 | $201.8K | 0.01% | +392 | New |
| Truepoint, Inc. | 392 | $201.8K | 0.01% | +392 | New |
| Aviso Wealth Management | 393 | $202.4K | 0.15% | +393 | New |
| Greenland Capital Management LP | 395 | $203.4K | 0.03% | +395 | New |
| Journey Strategic Wealth LLC | 396 | $203.9K | 0.01% | +396 | New |
| Jacobi Capital Management LLC | 397 | $204.4K | 0.02% | −355−47.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 398 | $204.9K | 0.00% | +398 | New |
| Aaron Wealth Advisors | 398 | $204.9K | 0.03% | +398 | New |
| Kolinsky Wealth Management, LLC | 398 | $204.9K | 0.18% | +398 | New |
| Personal Cfo Solutions, LLC | 402 | $207.0K | 0.04% | +402 | New |
| Symphony Financial, Ltd. Co. | 407 | $207.4K | 0.04% | +407 | New |
| Onefund, LLC | 403 | $207.5K | 0.27% | +403 | New |
| Fielder Capital Group LLC | 403 | $207.5K | 0.13% | +403 | New |
| Chicago Partners Investment Group LLC | 385 | $208.1K | 0.01% | −183−32.2% | Reduced |
| Capital Investment Advisory Services, LLC | 405 | $208.5K | 0.02% | +405 | New |
| Sunflower Bank, N.A. | 410 | $211.1K | 0.05% | +410 | New |
| Atomi Financial Group, Inc. | 411 | $211.6K | 0.03% | +411 | New |
| Argent Trust Co | 414 | $213.2K | 0.01% | +414 | New |
| Quadrant Private Wealth Management, LLC | 414 | $213.2K | 0.06% | +414 | New |
| IPG Investment Advisors LLC | 415 | $213.7K | 0.04% | −21−4.8% | Reduced |
| Alera Investment Advisors, LLC | 416 | $214.2K | 0.03% | +416 | New |
| StoneX Group Inc. | 417 | $214.7K | 0.02% | −205−33.0% | Reduced |