| Glass Jacobson Investment Advisors llc | 175 | $89.7K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 174 | $89.2K | 0.06% | +134+335.0% | Added |
| Private Wealth Asset Management, LLC | 169 | $86.6K | 0.01% | −5−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 169 | $86.6K | 0.00% | +7+4.3% | Added |
| Strengthening Families & Communities, LLC | 193 | $82.8K | 0.05% | −151−43.9% | Reduced |
| Berbice Capital Management LLC | 160 | $82.0K | 0.06% | −70−30.4% | Reduced |
| Capital Advisors, Ltd. LLC | 158 | $81.0K | 0.01% | +20+14.5% | Added |
| Rothschild Investment LLC | 153 | $78.4K | 0.00% | +21+15.9% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $76.9K | 0.00% | −1−0.7% | Reduced |
| MV Capital Management, Inc. | 146 | $74.9K | 0.01% | +4+2.8% | Added |
| GW&K Investment Management, LLC | 139 | $71.0K | 0.00% | +71+104.4% | Added |
| South State Corp. | 138 | $70.8K | 0.00% | +15+12.2% | Added |
| Itau Unibanco Holding S.A. | 138 | $70.8K | 0.00% | −15−9.8% | Reduced |
| Fairscale Capital, LLC | 111 | $70.3K | 0.05% | +27+32.1% | Added |
| MCF Advisors LLC | 136 | $69.7K | 0.00% | +19+16.2% | Added |
| Amica Retiree Medical Trust | 129 | $66.0K | 0.10% | +129 | New |
| Clear Investment Research, LLC | 125 | $64.1K | 0.08% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 122 | $62.5K | 0.05% | −20−14.1% | Reduced |
| State of Wyoming | 122 | $62.5K | 0.01% | +122 | New |
| CoreCap Advisors, LLC | 119 | $61.0K | 0.00% | −8−6.3% | Reduced |
| Creative Financial Designs Inc | 118 | $60.5K | 0.00% | −19−13.9% | Reduced |
| Quaker Wealth Management, LLC | 116 | $59.5K | 0.02% | +116 | New |
| Arlington Trust Co LLC | 115 | $59.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 108 | $55.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 105 | $53.8K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 105 | $53.8K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 104 | $53.3K | 0.09% | −12−10.3% | Reduced |
| Farmers & Merchants Investments Inc | 104 | $53.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $51.3K | 0.01% | −200−66.7% | Reduced |
| AllSquare Wealth Management LLC | 99 | $50.8K | 0.03% | +99 | New |
| Rise Advisors, LLC | 97 | $49.7K | 0.02% | +4+4.3% | Added |
| ORG Partners LLC | 94 | $49.0K | 0.01% | +22+30.6% | Added |
| Meeder Asset Management Inc | 88 | $45.1K | 0.00% | −16−15.4% | Reduced |
| NewSquare Capital LLC | 87 | $44.6K | 0.00% | +40+85.1% | Added |
| Ameriflex Group, Inc. | 89 | $44.1K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $43.1K | 0.00% | +30+55.6% | Added |
| Whipplewood Advisors, LLC | 82 | $42.0K | 0.02% | +55+203.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $38.5K | 0.01% | +10+15.4% | Added |
| Hazlett, Burt & Watson, Inc. | 71 | $37.0K | 0.02% | −19−21.1% | Reduced |
| Rational Advisors LLC | 72 | $36.9K | 0.00% | +72 | New |
| Atlas Capital Advisors LLC | 69 | $35.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 68 | $34.9K | 0.00% | +55+423.1% | Added |
| Painted Porch Advisors LLC | 67 | $34.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $33.3K | 0.01% | +6+10.2% | Added |
| Princeton Global Asset Management LLC | 64 | $32.8K | 0.01% | +53+481.8% | Added |
| Activest Wealth Management | 64 | $32.6K | 0.01% | −40−38.5% | Reduced |
| Loomis Sayles & Co L P | 63 | $32.3K | 0.00% | −113−64.2% | Reduced |
| Cornerstone Planning Group LLC | 51 | $32.1K | 0.01% | −9−15.0% | Reduced |
| Ulland Investment Advisors, LLC | 63 | $32.0K | 0.02% | −23−26.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 62 | $31.5K | 0.01% | −6−8.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 60 | $31.0K | 0.00% | −5−7.7% | Reduced |
| Lowe Wealth Advisors, LLC | 60 | $30.8K | 0.01% | −5−7.7% | Reduced |
| Sierra Ocean, LLC | 58 | $29.7K | 0.02% | +13+28.9% | Added |
| Grove Bank & Trust | 58 | $29.7K | 0.00% | +14+31.8% | Added |
| CBIZ Investment Advisory Services, LLC | 58 | $29.7K | 0.00% | +41+241.2% | Added |
| Raffa Wealth Management, LLC | 57 | $29.2K | 0.01% | +37+185.0% | Added |
| Independence Bank of Kentucky | 55 | $28.2K | 0.00% | +30+120.0% | Added |
| ZRC Wealth Management, LLC | 53 | $27.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 53 | $27.2K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 53 | $27.2K | 0.00% | +53 | New |
| GPS Wealth Strategies Group, LLC | 52 | $26.7K | 0.00% | +2+4.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 51 | $26.1K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $26.1K | 0.00% | +51 | New |
| Pacifica Partners Inc. | 50 | $25.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 49 | $25.1K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 47 | $24.1K | 0.02% | −33−41.3% | Reduced |
| UMA Financial Services, Inc. | 46 | $23.6K | 0.00% | +5+12.2% | Added |
| Washington Trust Advisors, Inc. | 44 | $22.6K | 0.00% | −81−64.8% | Reduced |
| Wolff Wiese Magana LLC | 43 | $22.0K | 0.01% | +3+7.5% | Added |
| Sachetta, LLC | 43 | $22.0K | 0.01% | +3+7.5% | Added |
| Orion Capital Management LLC | 43 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $21.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 39 | $20.0K | 0.01% | −9−18.8% | Reduced |
| Legacy Investment Solutions, LLC | 39 | $20.0K | 0.01% | +39 | New |
| Addison Advisors LLC | 39 | $20.0K | 0.00% | +17+77.3% | Added |
| WealthCollab, LLC | 37 | $19.0K | 0.01% | +3+8.8% | Added |
| Glen Eagle Advisors, LLC | 37 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 37 | $19.0K | 0.00% | +36+3,600.0% | Added |
| Spurstone Advisory Services, LLC | 37 | $19.0K | 0.29% | +37 | New |
| Asset Dedication, LLC | 36 | $18.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 36 | $18.5K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 36 | $18.5K | 0.01% | +36 | New |
| N.E.W. Advisory Services LLC | 35 | $17.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $17.4K | 0.00% | −4−10.5% | Reduced |
| Howard Hughes Medical Institute | 33 | $16.9K | 0.01% | +33 | New |
| Sunbelt Securities, Inc. | 34 | $16.5K | 0.00% | +13+61.9% | Added |
| Kilter Group LLC | 32 | $16.4K | 0.01% | +32 | New |
| Abound Wealth Management | 31 | $16.1K | 0.00% | +1+3.3% | Added |
| TSFG, LLC | 32 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 30 | $15.4K | 0.00% | +11+57.9% | Added |
| Acima Private Wealth, LLC | 29 | $14.9K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $14.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 28 | $14.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 25 | $12.8K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 25 | $12.8K | 0.01% | +25 | New |
| Private Wealth Management Group, LLC | 24 | $12.3K | 0.00% | −2−7.7% | Reduced |
| S&T Bank | 24 | $12.3K | 0.00% | +24 | New |
| LGT Financial Advisors LLC | 24 | $12.3K | 0.03% | +24 | New |
| Ogorek Anthony Joseph | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $11.8K | 0.01% | 00.0% | Unchanged |
