| Resources Management Corp | 115 | $142.0K | 0.02% | +115 | New |
| Valley National Advisers Inc | 109 | $134.0K | 0.02% | +4+3.8% | Added |
| Deseret Mutual Benefit Administrators | 106 | $130.6K | 0.07% | +13+14.0% | Added |
| TD Private Client Wealth LLC | 105 | $129.3K | 0.00% | −1−0.9% | Reduced |
| Global Retirement Partners, LLC | 101 | $124.4K | 0.00% | +11+12.2% | Added |
| Alta Advisers Ltd | 100 | $123.2K | 0.06% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $123.2K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 87 | $118.0K | 0.01% | +8+10.1% | Added |
| Colonial Trust Advisors | 95 | $117.0K | 0.01% | −8−7.8% | Reduced |
| Silicon Valley Capital Partners | 94 | $116.1K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 93 | $114.5K | 0.03% | −2−2.1% | Reduced |
| Raffa Wealth Management, LLC | 92 | $113.3K | 0.03% | +75+441.2% | Added |
| Covestor Ltd | 91 | $113.0K | 0.07% | +67+279.2% | Added |
| Venturi Wealth Management, LLC | 90 | $110.8K | 0.01% | +3+3.4% | Added |
| Proequities, Inc. | 87 | $107.1K | 0.01% | −27−23.7% | Reduced |
| TFC Financial Management | 84 | $103.5K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 80 | $98.4K | 0.01% | +41+105.1% | Added |
| Union Savings Bank | 75 | $92.4K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 72 | $88.7K | 0.02% | −398−84.7% | Reduced |
| Erste Asset Management GmbH | 71 | $87.4K | 0.00% | +71 | New |
| FWL Investment Management, LLC | 70 | $86.2K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 61 | $75.0K | 0.00% | +5+8.9% | Added |
| VisionPoint Advisory Group, LLC | 59 | $72.7K | 0.03% | +22+59.5% | Added |
| Smartleaf Asset Management LLC | 57 | $70.3K | 0.01% | −35−38.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $69.0K | 0.00% | +2+3.7% | Added |
| Washington Trust Co | 55 | $67.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $65.0K | 0.03% | +30+130.4% | Added |
| Riverview Trust Co | 51 | $62.8K | 0.05% | +51 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $61.6K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $61.6K | 0.03% | +8+19.0% | Added |
| Westside Investment Management, Inc. | 50 | $60.7K | 0.01% | +50 | New |
| Impact Partnership Wealth, LLC | 49 | $60.3K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $60.3K | 0.00% | +44+880.0% | Added |
| Frazier Financial Advisors, LLC | 43 | $53.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 42 | $51.7K | 0.00% | +7+20.0% | Added |
| Crewe Advisors LLC | 37 | $45.6K | 0.01% | +37 | New |
| Farmers & Merchants Investments Inc | 34 | $41.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 33 | $40.6K | 0.01% | +10+43.5% | Added |
| Central Pacific Bank - Trust Division | 32 | $38.8K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 30 | $36.9K | 0.00% | −14−31.8% | Reduced |
| SYSTM Wealth Solutions LLC | 29 | $35.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 28 | $34.5K | 0.01% | −47−62.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 26 | $32.2K | 0.01% | −11−29.7% | Reduced |
| Oakworth Capital, Inc. | 26 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $30.8K | 0.00% | −29−53.7% | Reduced |
| Compagnie Lombard Odier SCmA | 25 | $30.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 25 | $30.3K | 0.06% | +25 | New |
| St Germain D J Co Inc | 21 | $25.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20 | $25.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $24.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $23.4K | 0.00% | +1+5.6% | Added |
| JFS Wealth Advisors, LLC | 18 | $22.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $22.2K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $22.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 18 | $22.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $22.2K | 0.01% | +10+125.0% | Added |
| CVA Family Office, LLC | 17 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $19.7K | 0.00% | −15−48.4% | Reduced |
| DT Investment Partners, LLC | 16 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $19.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $19.7K | 0.01% | +2+14.3% | Added |
| Tortoise Investment Management, LLC | 16 | $19.7K | 0.00% | +12+300.0% | Added |
| Central Trust Co | 15 | $18.5K | 0.00% | +4+36.4% | Added |
| Continuum Advisory, LLC | 14 | $18.5K | 0.00% | +14 | New |
| Red Tortoise LLC | 14 | $17.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $16.0K | 0.00% | −7−35.0% | Reduced |
| Planning Capital Management Corp | 13 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $16.0K | 0.01% | +6+85.7% | Added |
| Financial Management Professionals, Inc. | 13 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $13.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $13.5K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $12.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $11.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $11.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $9.85K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $9.85K | 0.00% | +8 | New |
| Avion Wealth | 7 | $9.00K | 0.00% | −1−12.5% | Reduced |
| Cedar Wealth Management, LLC | 7 | $8.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $8.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $8.62K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $8.62K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $8.28K | 0.00% | +1+16.7% | Added |
| Semmax Financial Advisors Inc. | 6 | $7.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $7.43K | 0.00% | +5+500.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $7.39K | 0.00% | −15−71.4% | Reduced |
| Bellevue Asset Management, LLC | 6 | $7.39K | 0.00% | −1−14.3% | Reduced |
| Fortitude Family Office, LLC | 6 | $7.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $7.39K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $7.39K | 0.00% | +1+20.0% | Added |
| Richardson Financial Services Inc. | 6 | $7.39K | 0.01% | +6 | New |
| Penserra Capital Management LLC | 6 | $7.00K | 0.00% | −397−98.5% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $7.00K | 0.00% | +1+20.0% | Added |
| Sofos Investments, Inc. | 4 | $6.35K | 0.00% | +3+300.0% | Added |
| LGT Financial Advisors LLC | 5 | $6.16K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $4.93K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $4.93K | 0.00% | −19−82.6% | Reduced |
| Hollencrest Capital Management | 4 | $4.93K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $4.93K | 0.00% | 00.0% | Unchanged |
