| Bare Financial Services, Inc | 45 | $13.3K | 0.00% | +2+4.7% | Added |
| WPG Advisers, LLC | 46 | $13.6K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 46 | $13.6K | 0.01% | +46 | New |
| Signature Equity Partners, LLC | 47 | $13.9K | 0.01% | +18+62.1% | Added |
| Missouri Trust & Investment Co | 47 | $13.9K | 0.00% | +20+74.1% | Added |
| Key Financial Inc | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 50 | $14.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $14.8K | 0.00% | +50 | New |
| Stone House Investment Management, LLC | 52 | $15.4K | 0.00% | +1+2.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 55 | $16.3K | 0.01% | +55 | New |
| Loomis Sayles & Co L P | 56 | $16.6K | 0.00% | +56 | New |
| IFG Advisory, LLC | 56 | $16.6K | 0.05% | +56 | New |
| UMA Financial Services, Inc. | 57 | $16.9K | 0.00% | +8+16.3% | Added |
| Grove Bank & Trust | 58 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 58 | $17.2K | 0.00% | +31+114.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $17.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 66 | $19.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 69 | $20.5K | 0.00% | +20+40.8% | Added |
| Wellington Grp LLC | 71 | $21.0K | 0.01% | +71 | New |
| Coastline Trust Co | 75 | $22.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 75 | $22.4K | 0.01% | +75 | New |
| Financial Consulate, Inc | 77 | $22.8K | 0.00% | −13−14.4% | Reduced |
| Carolina Wealth Advisors, LLC | 80 | $23.7K | 0.01% | +46+135.3% | Added |
| Triumph Capital Management | 82 | $24.3K | 0.00% | −24−22.6% | Reduced |
| Strengthening Families & Communities, LLC | 83 | $24.7K | 0.01% | +83 | New |
| DiNuzzo Private Wealth, Inc. | 84 | $24.9K | 0.00% | +1+1.2% | Added |
| Princeton Global Asset Management LLC | 90 | $26.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 92 | $27.0K | 0.00% | +12+15.0% | Added |
| Joseph Group Capital Management | 94 | $27.9K | 0.01% | +23+32.4% | Added |
| JFS Wealth Advisors, LLC | 94 | $27.9K | 0.00% | +16+20.5% | Added |
| Prestige Wealth Management Group LLC | 96 | $28.5K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 97 | $28.8K | 0.18% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $29.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $29.6K | 0.00% | +100 | New |
| EFG International AG | 100 | $29.6K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 106 | $31.4K | 0.00% | −7−6.2% | Reduced |
| Fortitude Family Office, LLC | 109 | $32.3K | 0.01% | +63+137.0% | Added |
| Farmers & Merchants Investments Inc | 110 | $32.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 114 | $33.8K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 115 | $34.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 118 | $35.0K | 0.00% | −1,061−90.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 123 | $36.5K | 0.02% | −70−36.3% | Reduced |
| Owl Creek Wealth Partners LLC | 123 | $36.5K | 0.01% | +123 | New |
| Salomon & Ludwin, LLC | 122 | $37.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 128 | $37.9K | 0.03% | +8+6.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 132 | $39.1K | 0.01% | +132 | New |
| Bell Investment Advisors, Inc | 134 | $39.7K | 0.01% | +4+3.1% | Added |
| CoreCap Advisors, LLC | 134 | $39.7K | 0.00% | +102+318.8% | Added |
| Essex Investment Management Co LLC | 145 | $43.0K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 145 | $43.0K | 0.04% | +145 | New |
| University of Texas/Texas Am Investment Managment Co | 150 | $44.5K | 0.01% | −64−29.9% | Reduced |
| Front Row Advisors LLC | 150 | $44.5K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 153 | $45.4K | 0.00% | −188−55.1% | Reduced |
| Sunbelt Securities, Inc. | 153 | $45.4K | 0.00% | +61+66.3% | Added |
| Strategic Wealth Partners, Ltd. | 157 | $46.5K | 0.00% | +4+2.6% | Added |
| Fourth Dimension Wealth, LLC | 162 | $48.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 164 | $48.6K | 0.01% | +108+192.9% | Added |
| Transamerica Financial Advisors, Inc. | 166 | $49.2K | 0.00% | +47+39.5% | Added |
| Wealth Preservation Advisors, LLC | 168 | $49.8K | 0.04% | +168 | New |
| Cornerstone Planning Group LLC | 142 | $50.4K | 0.01% | +85+149.1% | Added |
| Park Place Capital Corp | 177 | $52.5K | 0.01% | +166+1,509.1% | Added |
| N.E.W. Advisory Services LLC | 187 | $55.4K | 0.00% | +4+2.2% | Added |
| Golden State Equity Partners | 189 | $56.0K | 0.00% | +189 | New |
| Central Trust Co | 191 | $56.7K | 0.00% | −12−5.9% | Reduced |
| NBC Securities, Inc. | 195 | $57.8K | 0.00% | −63−24.4% | Reduced |
| Private Trust Co NA | 196 | $58.1K | 0.01% | +36+22.5% | Added |
| Compagnie Lombard Odier SCmA | 200 | $59.3K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 200 | $59.3K | 0.06% | +200 | New |
| Private Wealth Asset Management, LLC | 202 | $59.9K | 0.01% | +100+98.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 206 | $61.1K | 0.01% | +9+4.6% | Added |
| TD Private Client Wealth LLC | 211 | $62.6K | 0.00% | +8+3.9% | Added |
| First Horizon Corp | 220 | $65.2K | 0.00% | −135−38.0% | Reduced |
| Oakworth Capital, Inc. | 228 | $67.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 228 | $68.0K | 0.00% | −5−2.1% | Reduced |
| Wellington-Altus USA Inc. | 145 | $70.2K | 0.04% | +74+104.2% | Added |
| Covestor Ltd | 238 | $71.0K | 0.05% | −511−68.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 240 | $71.0K | 0.02% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 250 | $74.1K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 256 | $75.9K | 0.01% | +13+5.3% | Added |
| Orion Capital Management LLC | 265 | $78.6K | 0.03% | −75−22.1% | Reduced |
| Basecamp Wealth Advisors LLC | 266 | $78.9K | 0.02% | +130+95.6% | Added |
| Bryn Mawr Trust Co | 266 | $78.9K | 0.00% | +266 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 275 | $81.5K | 0.03% | −55−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 259 | $81.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 249 | $84.0K | 0.00% | −7−2.7% | Reduced |
| Vestor Capital, LLC | 285 | $85.0K | 0.01% | +38+15.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 313 | $93.0K | 0.00% | +313 | New |
| Bayforest Capital Ltd | 322 | $95.5K | 0.11% | −909−73.8% | Reduced |
| Berbice Capital Management LLC | 325 | $96.3K | 0.06% | +25+8.3% | Added |
| Beacon Investment Advisory Services, Inc. | 327 | $96.9K | 0.00% | +327 | New |
| Spence Asset Management | 339 | $100.0K | 0.03% | +339 | New |
| Wilkerson Advisory Group LLC | 342 | $101.4K | 0.03% | +342 | New |
| Sound Income Strategies, LLC | 337 | $105.2K | 0.01% | +275+443.5% | Added |
| Murphy & Mullick Capital Management Corp | 361 | $107.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 365 | $108.0K | 0.01% | −486−57.1% | Reduced |
| Stephenson National Bank & Trust | 368 | $109.1K | 0.03% | +170+85.9% | Added |
| Salem Investment Counselors Inc | 410 | $121.5K | 0.00% | +410 | New |
| International Assets Investment Management, LLC | 392 | $122.3K | 0.01% | +20+5.4% | Added |
| Gen-Wealth Partners Inc | 420 | $124.5K | 0.04% | +20+5.0% | Added |
| Barrett & Company, Inc. | 440 | $130.4K | 0.04% | 00.0% | Unchanged |
