| 1620 Investment Advisors, Inc. | 422 | $204.2K | 0.13% | −148−26.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 421 | $203.7K | 0.02% | +421 | New |
| Laurel Oak Wealth Management, LLC | 421 | $203.7K | 0.03% | +421 | New |
| 5T Wealth, LLC | 420 | $203.2K | 0.08% | −415−49.7% | Reduced |
| Gen-Wealth Partners Inc | 420 | $203.2K | 0.06% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 420 | $203.2K | 0.18% | +420 | New |
| Chapin Davis, Inc. | 420 | $203.2K | 0.04% | −31,370−98.7% | Reduced |
| RiverTree Advisors, LLC | 416 | $201.3K | 0.12% | +416 | New |
| Nilsine Partners, LLC | 416 | $201.3K | 0.01% | +416 | New |
| Salem Investment Counselors Inc | 415 | $200.8K | 0.00% | +5+1.2% | Added |
| Centiva Capital, LP | 414 | $200.3K | 0.01% | −1,999−82.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 400 | $193.5K | 0.04% | +150+60.0% | Added |
| SHP Wealth Management | 387 | $187.5K | 0.01% | +295+320.7% | Added |
| Capula Management Ltd | 384 | $185.8K | 0.00% | −2,087−84.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 377 | $182.5K | 0.01% | +50+15.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 375 | $181.4K | 0.05% | +100+36.4% | Added |
| Capital Advisors, Ltd. LLC | 365 | $177.0K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 361 | $174.7K | 0.11% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 345 | $166.9K | 0.00% | +134+63.5% | Added |
| Berbice Capital Management LLC | 340 | $164.5K | 0.09% | +15+4.6% | Added |
| Bayforest Capital Ltd | 340 | $164.5K | 0.15% | +18+5.6% | Added |
| Bryn Mawr Trust Co | 333 | $161.1K | 0.00% | +67+25.2% | Added |
| Edmond de Rothschild Holding S.A. | 312 | $151.0K | 0.00% | +312 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 304 | $147.1K | 0.45% | −747−71.1% | Reduced |
| High Point Wealth Management, LLC | 300 | $145.2K | 0.12% | +100+50.0% | Added |
| Wilkerson Advisory Group LLC | 283 | $136.9K | 0.04% | −59−17.3% | Reduced |
| Basecamp Wealth Advisors LLC | 273 | $132.1K | 0.02% | +7+2.6% | Added |
| Luminist Capital LLC | 273 | $132.1K | 0.15% | +273 | New |
| Bartlett & Co. Wealth Management LLC | 268 | $129.7K | 0.00% | +19+7.6% | Added |
| Orion Capital Management LLC | 265 | $128.2K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 258 | $124.8K | 0.00% | +38+17.3% | Added |
| Hazlett, Burt & Watson, Inc. | 240 | $116.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 228 | $110.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 226 | $109.3K | 0.03% | −142−38.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 217 | $105.0K | 0.01% | +197+985.0% | Added |
| Whittier Trust Co of Nevada Inc | 304 | $104.3K | 0.00% | +45+17.4% | Added |
| Action Point Financial Planning, LLC | 219 | $104.0K | 0.01% | +219 | New |
| Central Trust Co | 212 | $102.6K | 0.00% | +21+11.0% | Added |
| SJS Investment Consulting Inc. | 210 | $101.6K | 0.01% | +46+28.0% | Added |
| Gordian Capital Singapore Pte Ltd | 210 | $101.6K | 0.17% | −700−76.9% | Reduced |
| Neo Ivy Capital Management | 208 | $100.6K | 0.02% | +208 | New |
| Baillie Gifford & Co | 201 | $97.3K | 0.00% | +48+31.4% | Added |
| 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 |
| Private Trust Co NA | 191 | $92.4K | 0.01% | −5−2.6% | Reduced |
| N.E.W. Advisory Services LLC | 187 | $90.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 184 | $89.0K | 0.00% | +173+1,572.7% | Added |
| Transamerica Financial Advisors, Inc. | 171 | $82.8K | 0.01% | +5+3.0% | Added |
| NBC Securities, Inc. | 171 | $82.7K | 0.01% | −24−12.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 163 | $78.9K | 0.00% | +6+3.8% | Added |
| Fourth Dimension Wealth, LLC | 162 | $78.4K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 160 | $77.4K | 0.04% | +156+3,900.0% | Added |
| Park Place Capital Corp | 160 | $77.4K | 0.01% | −17−9.6% | Reduced |
| Covestor Ltd | 157 | $76.0K | 0.04% | −81−34.0% | Reduced |
| Cornerstone Financial Management LLC | 152 | $73.5K | 0.06% | +24+18.8% | Added |
| Vestor Capital, LLC | 500 | $73.0K | 0.01% | +215+75.4% | Added |
| Hilton Head Capital Partners, LLC | 149 | $72.1K | 0.04% | +120+413.8% | Added |
| AlphaCentric Advisors LLC | 138 | $66.8K | 0.06% | +138 | New |
| Bell Investment Advisors, Inc | 132 | $63.9K | 0.01% | −2−1.5% | Reduced |
| Activest Wealth Management | 124 | $60.0K | 0.01% | −132−51.6% | Reduced |
| Front Row Advisors LLC | 150 | $56.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 116 | $56.1K | 0.01% | +2+1.8% | Added |
| Evermay Wealth Management LLC | 115 | $55.6K | 0.01% | +115 | New |
| Evelyn Partners Group Ltd | 115 | $55.6K | 0.00% | +115 | New |
| Carolina Wealth Advisors, LLC | 114 | $55.2K | 0.02% | +34+42.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 113 | $54.7K | 0.02% | −10−8.1% | Reduced |
| Fortitude Family Office, LLC | 110 | $53.2K | 0.01% | +1+0.9% | Added |
| Atlantic Union Bankshares Corp | 110 | $53.2K | 0.00% | +110 | New |
| Cornerstone Planning Group LLC | 142 | $52.5K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 108 | $52.3K | 0.03% | +108 | New |
| Farmers & Merchants Investments Inc | 108 | $52.3K | 0.00% | −2−1.8% | Reduced |
| Pittenger & Anderson Inc | 106 | $51.3K | 0.00% | +106 | New |
| MV Capital Management, Inc. | 105 | $50.8K | 0.00% | −1−0.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 104 | $50.3K | 0.01% | +35+50.7% | Added |
| Private Wealth Asset Management, LLC | 102 | $49.4K | 0.00% | −100−49.5% | Reduced |
| Indiana Trust & Investment Management CO | 100 | $48.4K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 99 | $47.9K | 0.01% | +56+130.2% | Added |
| Prestige Wealth Management Group LLC | 98 | $47.4K | 0.01% | +2+2.1% | Added |
| Joseph Group Capital Management | 98 | $47.4K | 0.01% | +4+4.3% | Added |
| Princeton Global Asset Management LLC | 97 | $46.9K | 0.01% | +7+7.8% | Added |
| JFS Wealth Advisors, LLC | 95 | $46.0K | 0.00% | +1+1.1% | Added |
| Essex Investment Management Co LLC | 94 | $45.5K | 0.01% | −51−35.2% | Reduced |
| Strengthening Families & Communities, LLC | 92 | $44.7K | 0.01% | +9+10.8% | Added |
| Loomis Sayles & Co L P | 92 | $44.5K | 0.00% | +36+64.3% | Added |
| Salomon & Ludwin, LLC | 104 | $44.4K | 0.00% | −18−14.8% | Reduced |
| Owl Creek Wealth Partners LLC | 91 | $44.0K | 0.01% | −32−26.0% | Reduced |
| Wellington-Altus USA Inc. | 145 | $43.0K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 87 | $42.1K | 0.00% | +3+3.6% | Added |
| Persistent Asset Partners Ltd | 86 | $41.6K | 0.01% | −11,066−99.2% | Reduced |
| TIAA Wealth Investment Management LLC | 85 | $41.1K | 0.00% | +85 | New |
| Hilltop National Bank | 84 | $40.6K | 0.01% | +84 | New |
| Triumph Capital Management | 82 | $39.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 76 | $36.5K | 0.01% | +1+1.3% | Added |
| Coastline Trust Co | 75 | $36.3K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 75 | $36.3K | 0.01% | +75 | New |
| 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 |
| Eastern Bank | 66 | $31.9K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 64 | $31.0K | 0.00% | −13−16.9% | Reduced |
