| Western Pacific Wealth Management, LP | 167 | $99.0K | 0.09% | +27+19.3% | Added |
| Harbor Investment Advisory, LLC | 162 | $96.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 157 | $93.1K | 0.01% | −927−85.5% | Reduced |
| Stephenson National Bank & Trust | 153 | $90.7K | 0.03% | +153 | New |
| Larson Financial Group LLC | 151 | $89.5K | 0.00% | −62−29.1% | Reduced |
| GeoWealth Management, LLC | 138 | $81.8K | 0.00% | +76+122.6% | Added |
| Cromwell Holdings LLC | 137 | $81.2K | 0.05% | +4+3.0% | Added |
| Global Retirement Partners, LLC | 131 | $77.7K | 0.00% | +131 | New |
| MUFG Securities EMEA plc | 126 | $74.7K | 0.00% | +126 | New |
| Islay Capital Management, LLC | 125 | $74.1K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 122 | $72.0K | 0.00% | −59−32.6% | Reduced |
| Pin Oak Investment Advisors Inc | 125 | $72.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 120 | $70.0K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 110 | $65.0K | 0.05% | +110 | New |
| Advisors Asset Management, Inc. | 109 | $64.6K | 0.00% | +44+67.7% | Added |
| Johnson Financial Group, Inc. | 108 | $64.0K | 0.00% | +86+390.9% | Added |
| Hemington Wealth Management | 109 | $64.0K | 0.01% | +4+3.8% | Added |
| Beaird Harris Wealth Management, LLC | 107 | $63.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 106 | $62.8K | 0.02% | −9−7.8% | Reduced |
| Creative Financial Designs Inc | 104 | $61.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 101 | $59.9K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 100 | $59.3K | 0.00% | +100 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 98 | $58.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 94 | $56.0K | 0.00% | +4+4.4% | Added |
| Tortoise Investment Management, LLC | 87 | $51.6K | 0.00% | +3+3.6% | Added |
| Colonial Trust Co | 84 | $49.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 81 | $48.0K | 0.04% | −94−53.7% | Reduced |
| TD Private Client Wealth LLC | 81 | $48.0K | 0.00% | +8+11.0% | Added |
| MV Capital Management, Inc. | 80 | $47.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 78 | $46.2K | 0.01% | −1−1.3% | Reduced |
| Brown Brothers Harriman & Co | 76 | $45.1K | 0.00% | +54+245.5% | Added |
| Clark Wealth Partners | 63 | $37.3K | 0.03% | +12+23.5% | Added |
| RiverPark Advisors, LLC | 61 | $36.2K | 0.02% | +12+24.5% | Added |
| Vega Investment Solutions | 60 | $35.6K | 0.01% | −32−34.8% | Reduced |
| Cornerstone Planning Group LLC | 57 | $34.7K | 0.01% | −4−6.6% | Reduced |
| Bangor Savings Bank | 58 | $34.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $33.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 56 | $31.6K | 0.01% | +56 | New |
| Sierra Ocean, LLC | 52 | $30.8K | 0.02% | +1+2.0% | Added |
| Retirement Wealth Solutions LLC | 51 | $30.2K | 0.02% | +7+15.9% | Added |
| Independence Bank of Kentucky | 50 | $29.6K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 50 | $29.6K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 50 | $29.6K | 0.00% | +50 | New |
| Whittier Trust Co of Nevada Inc | 48 | $28.5K | 0.00% | +8+20.0% | Added |
| Solstein Capital, LLC | 37 | $21.9K | 0.01% | +37 | New |
| Geneos Wealth Management Inc. | 36 | $21.3K | 0.00% | −33−47.8% | Reduced |
| Rise Advisors, LLC | 36 | $21.3K | 0.01% | +8+28.6% | Added |
| Ancora Advisors, LLC | 34 | $20.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 33 | $19.6K | 0.03% | −13−28.3% | Reduced |
| Beacon Capital Management, LLC | 33 | $19.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $19.6K | 0.00% | +23+230.0% | Added |
| Bayforest Capital Ltd | 30 | $17.8K | 0.01% | −58−65.9% | Reduced |
| North Star Investment Management Corp. | 30 | $17.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 29 | $17.2K | 0.01% | +29 | New |
| Bares Capital Management, Inc. | 28 | $16.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $16.0K | 0.00% | −3−10.0% | Reduced |
| Bell Investment Advisors, Inc | 27 | $16.0K | 0.00% | −2−6.9% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $16.0K | 0.00% | −1−3.6% | Reduced |
| Fortis Group Advisors, LLC | 27 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 26 | $15.4K | 0.00% | −39−60.0% | Reduced |
| West Branch Capital LLC | 24 | $14.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $14.2K | 0.00% | −29−54.7% | Reduced |
| Financial Network Wealth Advisors LLC | 24 | $14.2K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $13.0K | 0.00% | +6+37.5% | Added |
| Atlantic Trust, LLC | 21 | $12.4K | 0.00% | +21 | New |
| Valued Wealth Advisors LLC | 20 | $11.9K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $11.9K | 0.01% | −51−71.8% | Reduced |
| CVA Family Office, LLC | 17 | $10.1K | 0.00% | +6+54.5% | Added |
| Cape Investment Advisory, Inc. | 16 | $9.48K | 0.00% | +9+128.6% | Added |
| Accredited Wealth Management, LLC | 14 | $8.30K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $8.30K | 0.00% | +14 | New |
| Maseco LLP | 13 | $7.71K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $7.71K | 0.00% | −2−13.3% | Reduced |
| Anfield Capital Management, LLC | 13 | $7.71K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 13 | $7.71K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13 | $7.71K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $7.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $7.71K | 0.00% | +2+18.2% | Added |
| Webster Bank, N. A. | 13 | $7.71K | 0.00% | +13 | New |
| Cullen/Frost Bankers, Inc. | 12 | $7.11K | 0.00% | −100−89.3% | Reduced |
| Ridgewood Investments LLC | 12 | $7.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $7.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $7.11K | 0.00% | +1+9.1% | Added |
| Hantz Financial Services, Inc. | 12 | $7.00K | 0.00% | +1+9.1% | Added |
| Centricity Wealth Management, LLC | 11 | $6.52K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $5.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $5.93K | 0.00% | −36−78.3% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $5.93K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 9 | $5.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $5.34K | 0.00% | +2+28.6% | Added |
| Howard Hughes Medical Institute | 9 | $5.34K | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 9 | $5.34K | 0.00% | +9 | New |
| Kilter Group LLC | 9 | $5.34K | 0.00% | +9 | New |
| True Wealth Design, LLC | 8 | $4.74K | 0.00% | −2−20.0% | Reduced |
| Quarry LP | 7 | $4.15K | 0.00% | −111−94.1% | Reduced |
| TCTC Holdings, LLC | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $4.15K | 0.00% | 00.0% | Unchanged |