| Keating Financial Advisory Services, Inc. | 61 | $16.3K | 0.00% | +3+5.2% | Added |
| Quest 10 Wealth Builders, Inc. | 62 | $16.6K | 0.01% | −14−18.4% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $16.6K | 0.00% | +2+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 67 | $17.9K | 0.00% | −65−49.2% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $18.2K | 0.00% | +2+3.0% | Added |
| Mather Group, LLC. | 69 | $18.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 69 | $18.4K | 0.00% | +69 | New |
| Fortitude Family Office, LLC | 72 | $19.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 72 | $19.2K | 0.00% | +72 | New |
| 1015 Capital Partners, LLC | 74 | $19.8K | 0.02% | −17−18.7% | Reduced |
| Torren Management, LLC | 76 | $20.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 79 | $21.0K | 0.01% | +16+25.4% | Added |
| Founders Capital Management | 80 | $21.4K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 82 | $21.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 81 | $22.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 85 | $22.7K | 0.00% | 00.0% | Unchanged |
| First National Bank | 90 | $24.1K | 0.01% | +90 | New |
| Harbor Investment Advisory, LLC | 96 | $25.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $27.0K | 0.00% | +2+2.0% | Added |
| Action Point Financial Planning, LLC | 109 | $28.3K | 0.00% | +109 | New |
| Basecamp Wealth Advisors LLC | 111 | $29.7K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 112 | $29.9K | 0.02% | +7+6.7% | Added |
| Abound Wealth Management | 128 | $34.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 130 | $34.8K | 0.00% | +26+25.0% | Added |
| V-Square Quantitative Management LLC | 132 | $35.3K | 0.00% | +132 | New |
| Harbour Investments, Inc. | 134 | $35.7K | 0.00% | +10+8.1% | Added |
| Compass Financial Management LLC | 144 | $38.3K | 0.00% | +144 | New |
| Central Trust Co | 146 | $39.0K | 0.00% | +27+22.7% | Added |
| Massmutual Trust Co FSB | 149 | $39.8K | 0.00% | +24+19.2% | Added |
| Peregrine Capital Management LLC | 150 | $40.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 156 | $41.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $42.2K | 0.00% | +39+32.8% | Added |
| American National Bank | 159 | $42.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 160 | $42.8K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 180 | $45.3K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 170 | $45.3K | 0.00% | +170 | New |
| True Wealth Design, LLC | 170 | $45.4K | 0.01% | +25+17.2% | Added |
| Valley National Advisers Inc | 202 | $54.0K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 207 | $55.4K | 0.01% | −22−9.6% | Reduced |
| SJS Investment Consulting Inc. | 209 | $55.9K | 0.01% | +8+4.0% | Added |
| Richardson Financial Services Inc. | 211 | $56.4K | 0.03% | +92+77.3% | Added |
| Versant Capital Management, Inc | 217 | $58.0K | 0.01% | +22+11.3% | Added |
| Bryn Mawr Trust Co | 221 | $59.1K | 0.00% | −6−2.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 227 | $60.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 232 | $62.0K | 0.03% | +31+15.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 245 | $65.5K | 0.00% | −142−36.7% | Reduced |
| Colonial Trust Advisors | 250 | $66.8K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 256 | $68.4K | 0.03% | +27+11.8% | Added |
| IMA Wealth, Inc. | 275 | $73.5K | 0.00% | +12+4.6% | Added |
| GeoWealth Management, LLC | 287 | $77.0K | 0.00% | +287 | New |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $80.0K | 0.00% | −1,200−80.0% | Reduced |
| Macquarie Group Ltd | 301 | $80.5K | 0.00% | +301 | New |
| C M Bidwell & Associates Ltd | 306 | $81.8K | 0.03% | +306 | New |
| Clear Street Markets LLC | 329 | $88.0K | 0.02% | +191+138.4% | Added |
| Salem Investment Counselors Inc | 357 | $95.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 386 | $103.2K | 0.00% | −37−8.7% | Reduced |
| Deseret Mutual Benefit Administrators | 408 | $109.1K | 0.04% | −74−15.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 424 | $113.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 426 | $115.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 432 | $115.5K | 0.00% | +432 | New |
| WPG Advisers, LLC | 435 | $116.3K | 0.07% | +41+10.4% | Added |
| Bessemer Group Inc | 441 | $118.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 448 | $120.0K | 0.00% | +448 | New |
| Ronald Blue Trust, Inc. | 465 | $124.3K | 0.00% | −191−29.1% | Reduced |
| Huntington National Bank | 482 | $128.9K | 0.00% | +13+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 493 | $131.8K | 0.01% | +11+2.3% | Added |
| Capital Analysts, LLC | 598 | $160.0K | 0.00% | +59+10.9% | Added |
| Montag A & Associates Inc | 636 | $170.0K | 0.01% | −1,391−68.6% | Reduced |
| Nomura Asset Management Co Ltd | 715 | $191.1K | 0.00% | −1,165−62.0% | Reduced |
| USA Financial Formulas | 716 | $191.4K | 0.04% | +716 | New |
| Quent Capital, LLC | 743 | $198.5K | 0.01% | +3+0.4% | Added |
| OmniStar Financial Group, Inc. | 749 | $200.2K | 0.09% | +749 | New |
| Wedbush Securities Inc | 751 | $201.0K | 0.01% | +751 | New |
| Cary Street Partner Investment Advisory LLC | 767 | $205.0K | 0.04% | +767 | New |
| Empower Advisory Group, LLC | 772 | $206.4K | 0.00% | +772 | New |
| Souders Financial Advisors | 777 | $207.8K | 0.02% | +777 | New |
| Tocqueville Asset Management L.P. | 778 | $208.0K | 0.00% | +778 | New |
| PFG Investments, LLC | 784 | $209.6K | 0.01% | +784 | New |
| Soltis Investment Advisors LLC | 789 | $210.9K | 0.01% | +789 | New |
| Oppenheimer & Co Inc | 795 | $212.5K | 0.00% | +795 | New |
| International Assets Investment Management, LLC | 822 | $214.8K | 0.01% | +529+180.5% | Added |
| ForthRight Wealth Management, LLC | 806 | $215.5K | 0.06% | +806 | New |
| Worldquant Millennium Advisors LLC | 824 | $220.3K | 0.00% | −15,424−94.9% | Reduced |
| Chicago Trust Co NA | 833 | $222.7K | 0.03% | +833 | New |
| Claret Asset Management Corp | 836 | $224.0K | 0.02% | +836 | New |
| Spears Abacus Advisors LLC | 853 | $228.0K | 0.00% | +853 | New |
| Private Trust Co NA | 862 | $230.5K | 0.02% | −45−5.0% | Reduced |
| PDS Planning, Inc | 864 | $231.0K | 0.01% | +864 | New |
| Advisor OS, LLC | 884 | $236.3K | 0.02% | +884 | New |
| Americana Partners, LLC | 895 | $239.3K | 0.01% | +895 | New |
| Fort Washington Investment Advisors Inc | 898 | $240.1K | 0.00% | +898 | New |
| Wexford Capital LP | 901 | $240.9K | 0.03% | +901 | New |
| KFA Private Wealth Group, LLC | 909 | $243.1K | 0.06% | +909 | New |
| Brand Asset Management Group, Inc. | 910 | $243.3K | 0.05% | +910 | New |
| Root Financial Partners, LLC | 912 | $243.8K | 0.01% | +91+11.1% | Added |
| Caerus Investment Advisors, LLC | 913 | $244.1K | 0.08% | +913 | New |
| Koshinski Asset Management, Inc. | 914 | $244.3K | 0.01% | +914 | New |
| Pinnacle Associates Ltd | 929 | $248.4K | 0.00% | +929 | New |
