| Compagnie Lombard Odier SCmA | 961 | $240.2K | 0.00% | +765+390.3% | Added |
| Synergy Financial Group, LTD | 959 | $239.7K | 0.17% | +959 | New |
| PDS Planning, Inc | 956 | $239.0K | 0.01% | +956 | New |
| Proficio Capital Partners LLC | 954 | $238.5K | 0.01% | +954 | New |
| Conway Capital Management, Inc. | 945 | $236.2K | 0.11% | −200−17.5% | Reduced |
| Icon Wealth Advisors, LLC | 944 | $236.0K | 0.01% | +8+0.9% | Added |
| Versant Capital Management, Inc | 942 | $235.5K | 0.02% | +12+1.3% | Added |
| Moss Adams Wealth Advisors LLC | 939 | $234.7K | 0.01% | +939 | New |
| Pure Financial Advisors, Inc. | 929 | $232.3K | 0.00% | +929 | New |
| Portfolio Strategies, Inc. | 915 | $228.7K | 0.02% | −145−13.7% | Reduced |
| Windsor Advisory Group, LLC | 904 | $226.0K | 0.16% | +904 | New |
| Westshore Wealth, LLC | 903 | $225.7K | 0.07% | +903 | New |
| Arkadios Wealth Advisors | 901 | $225.2K | 0.00% | +901 | New |
| Caerus Investment Advisors, LLC | 896 | $224.0K | 0.08% | +896 | New |
| FLC Capital Advisors | 893 | $223.2K | 0.04% | +893 | New |
| Howard Bailey Securities, LLC | 890 | $222.5K | 0.08% | −127−12.5% | Reduced |
| Simplify Asset Management Inc. | 885 | $221.2K | 0.00% | +885 | New |
| Empower Advisory Group, LLC | 882 | $220.5K | 0.00% | +882 | New |
| Prosperity Consulting Group, LLC | 877 | $219.2K | 0.01% | +877 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 872 | $218.0K | 0.00% | −320−26.8% | Reduced |
| Bridges Investment Management Inc | 872 | $218.0K | 0.00% | +872 | New |
| CWA Asset Management Group, LLC | 869 | $217.2K | 0.01% | +869 | New |
| Moneta Group Investment Advisors LLC | 867 | $216.7K | 0.00% | +867 | New |
| WealthPlan Investment Management, LLC | 864 | $216.0K | 0.01% | +864 | New |
| LifeGoal Wealth Advisors | 856 | $214.0K | 0.10% | +856 | New |
| Checchi Capital Advisers, LLC | 854 | $213.4K | 0.01% | +854 | New |
| NBC Securities, Inc. | 846 | $211.5K | 0.01% | −86−9.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 841 | $210.2K | 0.04% | +841 | New |
| Range Advisory, LLC | 840 | $210.1K | 0.03% | +840 | New |
| Massmutual Trust Co FSB | 835 | $208.7K | 0.01% | +17+2.1% | Added |
| International Assets Investment Management, LLC | 832 | $208.3K | 0.01% | +127+18.0% | Added |
| Essex Financial Services, Inc. | 831 | $207.7K | 0.01% | +831 | New |
| Fieldview Capital Management, LLC | 829 | $207.2K | 0.06% | −225−21.3% | Reduced |
| Capital Asset Advisory Services LLC | 826 | $206.5K | 0.01% | +826 | New |
| Smartleaf Asset Management LLC | 832 | $205.6K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 817 | $204.2K | 0.01% | −2,620−76.2% | Reduced |
| Waterloo Capital, L.P. | 816 | $204.0K | 0.01% | +816 | New |
| Midwest Trust Co | 815 | $203.7K | 0.00% | +815 | New |
| KRS Capital Management, LLC | 810 | $202.5K | 0.09% | +810 | New |
| 3Chopt Investment Partners, LLC | 806 | $201.5K | 0.04% | +806 | New |
| Banco Santander, S.A. | 804 | $201.0K | 0.00% | +804 | New |
| Aventura Private Wealth, LLC | 794 | $198.4K | 0.06% | +46+6.1% | Added |
| Los Angeles Capital Management LLC | 773 | $193.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 731 | $182.7K | 0.00% | −25,339−97.2% | Reduced |
| Bryn Mawr Trust Co | 710 | $177.5K | 0.00% | −642−47.5% | Reduced |
| Umb Bank N A | 680 | $170.0K | 0.00% | +114+20.1% | Added |
| Persistent Asset Partners Ltd | 655 | $163.7K | 0.05% | +655 | New |
| Creative Capital Management Investments LLC | 653 | $163.2K | 0.04% | +7+1.1% | Added |
| Northwest & Ethical Investments L.P. | 614 | $151.8K | 0.00% | +614 | New |
| Pittenger & Anderson Inc | 600 | $150.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 586 | $146.5K | 0.07% | +99+20.3% | Added |
| Johnson Financial Group, Inc. | 576 | $144.0K | 0.00% | −18−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 575 | $143.7K | 0.03% | +575 | New |
| Smallwood Wealth Investment Management, LLC | 550 | $137.5K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 548 | $137.1K | 0.01% | +121+28.3% | Added |
| Parkside Financial Bank & Trust | 518 | $129.5K | 0.01% | +199+62.4% | Added |
| Westside Investment Management, Inc. | 514 | $128.5K | 0.02% | −50−8.9% | Reduced |
| Westfuller Advisors, LLC | 506 | $126.4K | 0.05% | +42+9.1% | Added |
| Downshift Financial, LLC | 476 | $119.0K | 0.05% | +476 | New |
| Onefund, LLC | 474 | $118.5K | 0.07% | −3−0.6% | Reduced |
| Graticule Asia Macro Advisors LLC | 473 | $118.2K | 0.01% | +473 | New |
| Dixon Mitchell Investment Counsel Inc. | 471 | $117.7K | 0.00% | −234−33.2% | Reduced |
| Ronald Blue Trust, Inc. | 447 | $111.7K | 0.00% | +358+402.2% | Added |
| Capital Advisors, Ltd. LLC | 446 | $111.0K | 0.01% | −22−4.7% | Reduced |
| Whittier Trust Co | 415 | $107.2K | 0.00% | −38−8.4% | Reduced |
| Princeton Global Asset Management LLC | 420 | $105.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 412 | $103.1K | 0.01% | +412 | New |
| Swiss Re Ltd | 408 | $102.0K | 0.01% | +352+628.6% | Added |
| Trifecta Capital Advisors, LLC | 401 | $100.2K | 0.01% | +1+0.3% | Added |
| True Wealth Design, LLC | 365 | $91.2K | 0.02% | +42+13.0% | Added |
| Central Trust Co | 358 | $89.5K | 0.00% | +298+496.7% | Added |
| Zions Bancorporation, National Association | 356 | $89.0K | 0.01% | +59+19.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 355 | $88.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 353 | $88.2K | 0.01% | +283+404.3% | Added |
| Keating Financial Advisory Services, Inc. | 345 | $86.2K | 0.01% | +31+9.9% | Added |
| Asset Dedication, LLC | 340 | $85.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 336 | $84.0K | 0.00% | +84+33.3% | Added |
| Cary Street Partners Financial LLC | 334 | $83.5K | 0.00% | +334 | New |
| CVA Family Office, LLC | 332 | $83.0K | 0.01% | −23−6.5% | Reduced |
| Essential Partners LLC | 325 | $81.2K | 0.04% | +156+92.3% | Added |
| Montgomery Financial Services LLC | 325 | $81.2K | 0.07% | +325 | New |
| Highline Wealth Partners LLC | 323 | $80.7K | 0.02% | +3+0.9% | Added |
| Kelly Lawrence W & Associates Inc | 300 | $75.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $75.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $75.0K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 294 | $72.8K | 0.01% | +294 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 287 | $71.7K | 0.22% | −676−70.2% | Reduced |
| Salem Investment Counselors Inc | 270 | $67.5K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 268 | $67.0K | 0.03% | +207+339.3% | Added |
| Caldwell Sutter Capital, Inc. | 268 | $67.0K | 0.03% | +268 | New |
| Thompson Investment Management, Inc. | 250 | $62.5K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 249 | $62.2K | 0.03% | +72+40.7% | Added |
| Owl Creek Wealth Partners LLC | 246 | $61.5K | 0.02% | −7−2.8% | Reduced |
| Truvestments Capital LLC | 246 | $61.5K | 0.01% | −48−16.3% | Reduced |
| Lavaca Capital LLC | 240 | $60.0K | 0.01% | −200−45.5% | Reduced |
| HHM Wealth Advisors, LLC | 238 | $59.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 230 | $57.5K | 0.00% | −17,001−98.7% | Reduced |
| S&T Bank | 221 | $55.2K | 0.02% | −3−1.3% | Reduced |
| Tradewinds Capital Management, LLC | 218 | $54.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 218 | $54.5K | 0.01% | +68+45.3% | Added |
