| Wormser Freres Gestion | 36 | $17.4K | 0.01% | +36 | New |
| United Financial Planning Group LLC | 37 | $17.9K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 37 | $17.9K | 0.00% | +1+2.8% | Added |
| Cape Investment Advisory, Inc. | 39 | $18.9K | 0.01% | +39 | New |
| Cedar Mountain Advisors, LLC | 40 | $19.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 43 | $20.8K | 0.01% | +2+4.9% | Added |
| Signature Equity Partners, LLC | 44 | $21.2K | 0.01% | −3−6.4% | Reduced |
| WPG Advisers, LLC | 44 | $21.3K | 0.01% | −2−4.3% | Reduced |
| Hager Investment Management Services, LLC | 46 | $22.3K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 47 | $22.7K | 0.00% | +47 | New |
| LifeSteps Financial, Inc. | 47 | $22.7K | 0.01% | +47 | New |
| Synergy Investment Management, LLC | 51 | $23.7K | 0.01% | +23+82.1% | Added |
| Rossby Financial, LCC | 49 | $23.7K | 0.00% | +17+53.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $24.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $24.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $24.2K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 50 | $24.2K | 0.01% | +50 | New |
| Stone House Investment Management, LLC | 52 | $25.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 52 | $25.2K | 0.01% | +2+4.0% | Added |
| Community Financial Services Group, LLC | 60 | $25.6K | 0.00% | +60 | New |
| Kemnay Advisory Services Inc. | 53 | $25.6K | 0.00% | −5−8.6% | Reduced |
| Catalyst Capital Advisors LLC | 56 | $27.1K | 0.00% | +56 | New |
| Grove Bank & Trust | 58 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 60 | $29.0K | 0.01% | +15+33.3% | Added |
| Bullock Wealth Management Group | 69 | $29.5K | 0.01% | +69 | New |
| Tripletail Wealth Management, LLC | 80 | $29.5K | 0.03% | +80 | New |
| UMA Financial Services, Inc. | 62 | $30.0K | 0.00% | +5+8.8% | Added |
| Financial Consulate, Inc | 64 | $31.0K | 0.00% | −13−16.9% | Reduced |
| Eastern Bank | 66 | $31.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 71 | $34.4K | 0.01% | +66+1,320.0% | Added |
| Game Plan Financial Advisors, LLC | 71 | $34.4K | 0.01% | +71 | New |
| Coastline Trust Co | 75 | $36.3K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 75 | $36.3K | 0.01% | +75 | New |
| Main Street Group, LTD | 76 | $36.5K | 0.01% | +1+1.3% | Added |
| Triumph Capital Management | 82 | $39.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 84 | $40.6K | 0.01% | +84 | New |
| TIAA Wealth Investment Management LLC | 85 | $41.1K | 0.00% | +85 | New |
| Persistent Asset Partners Ltd | 86 | $41.6K | 0.01% | −11,066−99.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 87 | $42.1K | 0.00% | +3+3.6% | Added |
| Wellington-Altus USA Inc. | 145 | $43.0K | 0.03% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 91 | $44.0K | 0.01% | −32−26.0% | Reduced |
| Salomon & Ludwin, LLC | 104 | $44.4K | 0.00% | −18−14.8% | Reduced |
| Loomis Sayles & Co L P | 92 | $44.5K | 0.00% | +36+64.3% | Added |
| Strengthening Families & Communities, LLC | 92 | $44.7K | 0.01% | +9+10.8% | Added |
| Essex Investment Management Co LLC | 94 | $45.5K | 0.01% | −51−35.2% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $46.0K | 0.00% | +1+1.1% | Added |
| Princeton Global Asset Management LLC | 97 | $46.9K | 0.01% | +7+7.8% | Added |
| Joseph Group Capital Management | 98 | $47.4K | 0.01% | +4+4.3% | Added |
| Prestige Wealth Management Group LLC | 98 | $47.4K | 0.01% | +2+2.1% | Added |
| Vision Retirement, LLC | 99 | $47.9K | 0.01% | +56+130.2% | Added |
| Indiana Trust & Investment Management CO | 100 | $48.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 102 | $49.4K | 0.00% | −100−49.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 104 | $50.3K | 0.01% | +35+50.7% | Added |
| MV Capital Management, Inc. | 105 | $50.8K | 0.00% | −1−0.9% | Reduced |
| Pittenger & Anderson Inc | 106 | $51.3K | 0.00% | +106 | New |
| Farmers & Merchants Investments Inc | 108 | $52.3K | 0.00% | −2−1.8% | Reduced |
| Silver Grove Financial Group, Inc. | 108 | $52.3K | 0.03% | +108 | New |
| Cornerstone Planning Group LLC | 142 | $52.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 110 | $53.2K | 0.01% | +1+0.9% | Added |
| Atlantic Union Bankshares Corp | 110 | $53.2K | 0.00% | +110 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 113 | $54.7K | 0.02% | −10−8.1% | Reduced |
| Carolina Wealth Advisors, LLC | 114 | $55.2K | 0.02% | +34+42.5% | Added |
| Evermay Wealth Management LLC | 115 | $55.6K | 0.01% | +115 | New |
| Evelyn Partners Group Ltd | 115 | $55.6K | 0.00% | +115 | New |
| Manchester Capital Management LLC | 116 | $56.1K | 0.01% | +2+1.8% | Added |
| Front Row Advisors LLC | 150 | $56.9K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 124 | $60.0K | 0.01% | −132−51.6% | Reduced |
| Bell Investment Advisors, Inc | 132 | $63.9K | 0.01% | −2−1.5% | Reduced |
| AlphaCentric Advisors LLC | 138 | $66.8K | 0.06% | +138 | New |
| Hilton Head Capital Partners, LLC | 149 | $72.1K | 0.04% | +120+413.8% | Added |
| Vestor Capital, LLC | 500 | $73.0K | 0.01% | +215+75.4% | Added |
| Cornerstone Financial Management LLC | 152 | $73.5K | 0.06% | +24+18.8% | Added |
| Covestor Ltd | 157 | $76.0K | 0.04% | −81−34.0% | Reduced |
| Park Place Capital Corp | 160 | $77.4K | 0.01% | −17−9.6% | Reduced |
| Caitlin John, LLC | 160 | $77.4K | 0.04% | +156+3,900.0% | Added |
| Fourth Dimension Wealth, LLC | 162 | $78.4K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 163 | $78.9K | 0.00% | +6+3.8% | Added |
| NBC Securities, Inc. | 171 | $82.7K | 0.01% | −24−12.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 171 | $82.8K | 0.01% | +5+3.0% | Added |
| First Command Advisory Services, Inc. | 184 | $89.0K | 0.00% | +173+1,572.7% | Added |
| N.E.W. Advisory Services LLC | 187 | $90.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 191 | $92.4K | 0.01% | −5−2.6% | Reduced |
| Compagnie Lombard Odier SCmA | 200 | $96.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 200 | $96.8K | 0.01% | +200 | New |
| Hoey Investments, Inc | 200 | $96.8K | 0.01% | +200 | New |
| Baillie Gifford & Co | 201 | $97.3K | 0.00% | +48+31.4% | Added |
| Neo Ivy Capital Management | 208 | $100.6K | 0.02% | +208 | New |
| Gordian Capital Singapore Pte Ltd | 210 | $101.6K | 0.17% | −700−76.9% | Reduced |
| SJS Investment Consulting Inc. | 210 | $101.6K | 0.01% | +46+28.0% | Added |
| Central Trust Co | 212 | $102.6K | 0.00% | +21+11.0% | Added |
| Action Point Financial Planning, LLC | 219 | $104.0K | 0.01% | +219 | New |
| Whittier Trust Co of Nevada Inc | 304 | $104.3K | 0.00% | +45+17.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 217 | $105.0K | 0.01% | +197+985.0% | Added |
| Stephenson National Bank & Trust | 226 | $109.3K | 0.03% | −142−38.6% | Reduced |
| Oakworth Capital, Inc. | 228 | $110.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 240 | $116.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 258 | $124.8K | 0.00% | +38+17.3% | Added |
| Orion Capital Management LLC | 265 | $128.2K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 268 | $129.7K | 0.00% | +19+7.6% | Added |
| Basecamp Wealth Advisors LLC | 273 | $132.1K | 0.02% | +7+2.6% | Added |
