| SJS Investment Consulting Inc. | 56 | $10.8K | 0.00% | +47+522.2% | Added |
| Grove Bank & Trust | 58 | $11.2K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 63 | $12.2K | 0.01% | +63 | New |
| Eastern Bank | 66 | $12.8K | 0.00% | +14+26.9% | Added |
| Wellington-Altus USA Inc. | 71 | $13.7K | 0.01% | +71 | New |
| Joseph Group Capital Management | 71 | $13.7K | 0.00% | +71 | New |
| Sound Income Strategies, LLC | 62 | $14.1K | 0.00% | +22+55.0% | Added |
| Cornerstone Planning Group LLC | 57 | $14.3K | 0.00% | −581−91.1% | Reduced |
| Coastline Trust Co | 75 | $14.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $15.1K | 0.00% | +47+151.6% | Added |
| SHP Wealth Management | 80 | $15.3K | 0.00% | +80 | New |
| DiNuzzo Private Wealth, Inc. | 83 | $16.1K | 0.00% | +12+16.9% | Added |
| Princeton Global Asset Management LLC | 90 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 90 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 92 | $17.8K | 0.00% | −58−38.7% | Reduced |
| Tucker Asset Management LLC | 95 | $18.4K | 0.01% | +95 | New |
| Prestige Wealth Management Group LLC | 96 | $18.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 96 | $18.6K | 0.00% | +96 | New |
| Swiss Re Ltd | 97 | $18.8K | 0.00% | +97 | New |
| Indiana Trust & Investment Management CO | 100 | $19.4K | 0.01% | +100 | New |
| REAP Financial Group, LLC | 100 | $19.4K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 102 | $19.7K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 104 | $20.1K | 0.01% | +104 | New |
| Triumph Capital Management | 106 | $20.5K | 0.00% | +106 | New |
| Farmers & Merchants Investments Inc | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 112 | $21.7K | 0.01% | +112 | New |
| MV Capital Management, Inc. | 113 | $21.9K | 0.00% | −1−0.9% | Reduced |
| Manchester Capital Management LLC | 114 | $22.1K | 0.00% | −472−80.5% | Reduced |
| Evelyn Partners Investment Management LLP | 115 | $22.3K | 0.00% | −100−46.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 119 | $23.0K | 0.00% | +27+29.3% | Added |
| Cornerstone Financial Management LLC | 120 | $23.2K | 0.02% | +120 | New |
| Compass Financial Services Inc | 125 | $24.2K | 0.01% | −141−53.0% | Reduced |
| Bell Investment Advisors, Inc | 130 | $25.2K | 0.00% | +27+26.2% | Added |
| Basecamp Wealth Advisors LLC | 136 | $26.3K | 0.01% | +136 | New |
| Salomon & Ludwin, LLC | 122 | $26.8K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 145 | $28.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 150 | $29.0K | 0.00% | +150 | New |
| Strategic Wealth Partners, Ltd. | 153 | $29.6K | 0.00% | −295−65.8% | Reduced |
| Private Trust Co NA | 160 | $31.0K | 0.00% | −4−2.4% | Reduced |
| Fourth Dimension Wealth, LLC | 162 | $31.4K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 162 | $31.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 169 | $32.7K | 0.01% | +28+19.9% | Added |
| N.E.W. Advisory Services LLC | 183 | $35.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 193 | $37.4K | 0.01% | +193 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 197 | $38.1K | 0.01% | +11+5.9% | Added |
| Stephenson National Bank & Trust | 198 | $38.3K | 0.01% | −328−62.4% | Reduced |
| Compagnie Lombard Odier SCmA | 200 | $38.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 203 | $39.3K | 0.00% | −2,870−93.4% | Reduced |
| Central Trust Co | 203 | $39.3K | 0.00% | +8+4.1% | Added |
| True Wealth Design, LLC | 211 | $40.8K | 0.01% | +70+49.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 214 | $41.4K | 0.01% | +214 | New |
| DV Equities, LLC | 219 | $42.4K | 0.01% | +219 | New |
| Oakworth Capital, Inc. | 228 | $44.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 232 | $44.9K | 0.01% | −43−15.6% | Reduced |
| Capital Advisors, Ltd. LLC | 851 | $45.0K | 0.01% | +486+133.2% | Added |
| GW&K Investment Management, LLC | 233 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 240 | $46.0K | 0.01% | +115+92.0% | Added |
| Activest Wealth Management | 243 | $47.0K | 0.01% | +103+73.6% | Added |
| Rakuten Securities, Inc. | 244 | $47.2K | 0.02% | +33+15.6% | Added |
| Intesa Sanpaolo Wealth Management | 250 | $48.4K | 0.01% | +250 | New |
| Bartlett & Co. Wealth Management LLC | 256 | $49.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 258 | $49.9K | 0.00% | +24+10.3% | Added |
| Luminist Capital LLC | 273 | $52.8K | 0.07% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 279 | $54.0K | 0.00% | +83+42.3% | Added |
| Reflection Asset Management | 279 | $54.0K | 0.04% | +279 | New |
| Vestor Capital, LLC | 247 | $55.0K | 0.00% | +247 | New |
| Torren Management, LLC | 288 | $55.8K | 0.03% | +288 | New |
| Berbice Capital Management LLC | 300 | $58.1K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 300 | $58.1K | 0.00% | +77+34.5% | Added |
| Whittier Trust Co of Nevada Inc | 259 | $59.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 322 | $62.4K | 0.00% | +198+159.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $63.9K | 0.02% | +160+94.1% | Added |
| Sentry Investment Management LLC | 331 | $64.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 340 | $65.8K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 341 | $66.0K | 0.00% | +29+9.3% | Added |
| First Horizon Corp | 355 | $68.7K | 0.00% | −107−23.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 361 | $69.9K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 372 | $71.9K | 0.00% | +372 | New |
| Gen-Wealth Partners Inc | 400 | $77.4K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 412 | $79.0K | 0.02% | −11,090−96.4% | Reduced |
| CVA Family Office, LLC | 412 | $79.7K | 0.01% | −12−2.8% | Reduced |
| Kerr Financial Planning Corp | 300 | $81.9K | 0.11% | 00.0% | Unchanged |
| Onefund, LLC | 432 | $83.6K | 0.05% | +21+5.1% | Added |
| Hantz Financial Services, Inc. | 434 | $84.0K | 0.00% | +64+17.3% | Added |
| Barrett & Company, Inc. | 440 | $85.2K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 490 | $94.8K | 0.08% | −50−9.3% | Reduced |
| Parkside Financial Bank & Trust | 497 | $96.2K | 0.01% | +139+38.8% | Added |
| Harbour Investments, Inc. | 545 | $105.5K | 0.00% | +91+20.0% | Added |
| Centaurus Financial, Inc. | 548 | $106.0K | 0.00% | +548 | New |
| Cromwell Holdings LLC | 559 | $108.2K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 579 | $112.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 640 | $123.9K | 0.00% | −246−27.8% | Reduced |
| Quaker Wealth Management, LLC | 640 | $124.0K | 0.04% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 669 | $129.5K | 0.07% | +669 | New |
| SRS Capital Advisors, Inc. | 678 | $131.2K | 0.00% | −23,966−97.2% | Reduced |
| Syntax Research, Inc. | 684 | $132.4K | 0.08% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 719 | $139.2K | 0.03% | −16,049−95.7% | Reduced |
| Rialto Wealth Management, LLC | 737 | $142.7K | 0.03% | +2+0.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 739 | $143.0K | 0.14% | +739 | New |