| Bruce G. Allen Investments, LLC | 26 | $19.6K | 0.01% | +1+4.0% | Added |
| Rakuten Securities, Inc. | 26 | $19.6K | 0.01% | +1+4.0% | Added |
| Quest 10 Wealth Builders, Inc. | 28 | $21.1K | 0.02% | −4−12.5% | Reduced |
| Canton Hathaway, LLC | 29 | $22.0K | 0.00% | +29 | New |
| Creekmur Asset Management LLC | 30 | $22.2K | 0.00% | +30 | New |
| Boreal Capital Management LLC | 30 | $22.6K | 0.02% | +30 | New |
| Chesapeake Asset Management LLC | 30 | $23.3K | 0.02% | −6−16.7% | Reduced |
| Fairscale Capital, LLC | 27 | $23.8K | 0.02% | +27 | New |
| Aventura Private Wealth, LLC | 33 | $24.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $25.6K | 0.00% | −6−15.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 28 | $25.7K | 0.01% | +28 | New |
| Banque Transatlantique SA | 34 | $25.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 35 | $26.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 35 | $26.4K | 0.00% | +22+169.2% | Added |
| GW&K Investment Management, LLC | 36 | $27.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 36 | $27.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $27.1K | 0.00% | +4+12.5% | Added |
| Your Advocates Ltd., LLP | 37 | $27.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 37 | $27.9K | 0.00% | +37 | New |
| Sierra Ocean, LLC | 37 | $28.0K | 0.02% | +7+23.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 39 | $29.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 41 | $30.9K | 0.01% | +1+2.5% | Added |
| Fourth Dimension Wealth, LLC | 42 | $31.6K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 42 | $31.9K | 0.00% | +42 | New |
| Beaird Harris Wealth Management, LLC | 44 | $33.1K | 0.00% | +2+4.8% | Added |
| Clear Street Markets LLC | 44 | $33.1K | 0.01% | +44 | New |
| Rise Advisors, LLC | 44 | $33.5K | 0.01% | +3+7.3% | Added |
| Murphy & Mullick Capital Management Corp | 42 | $34.4K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 47 | $35.0K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 49 | $36.9K | 0.02% | +5+11.4% | Added |
| HM Payson & Co | 50 | $37.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 50 | $37.7K | 0.00% | +50 | New |
| Asset Dedication, LLC | 54 | $40.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 55 | $41.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 55 | $41.8K | 0.01% | −3−5.2% | Reduced |
| Hantz Financial Services, Inc. | 55 | $42.0K | 0.00% | +28+103.7% | Added |
| FWL Investment Management, LLC | 56 | $42.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 56 | $42.2K | 0.00% | +1+1.8% | Added |
| HHM Wealth Advisors, LLC | 57 | $42.9K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 58 | $43.7K | 0.03% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 60 | $45.0K | 0.00% | −6−9.1% | Reduced |
| Center for Financial Planning, Inc. | 60 | $45.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $45.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $45.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 61 | $46.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 61 | $46.0K | 0.03% | +16+35.6% | Added |
| NBC Securities, Inc. | 65 | $48.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 64 | $48.2K | 0.01% | +7+12.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $49.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 68 | $51.1K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $52.7K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 75 | $56.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 77 | $58.0K | 0.02% | −30−28.0% | Reduced |
| General Partner, Inc. | 77 | $58.0K | 0.03% | 00.0% | Unchanged |
| Knott David M Jr | 78 | $58.8K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $59.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 81 | $61.0K | 0.00% | −4−4.7% | Reduced |
| Bangor Savings Bank | 86 | $64.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 89 | $67.1K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 92 | $69.3K | 0.00% | −42−31.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 95 | $71.6K | 0.05% | −33−25.8% | Reduced |
| Creative Financial Designs Inc | 97 | $72.9K | 0.01% | −1−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 98 | $73.8K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $75.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $75.3K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $75.3K | 0.00% | −57−36.3% | Reduced |
| NewSquare Capital LLC | 102 | $76.8K | 0.01% | +81+385.7% | Added |
| Princeton Global Asset Management LLC | 103 | $77.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 103 | $77.6K | 0.01% | +3+3.0% | Added |
| JFS Wealth Advisors, LLC | 109 | $82.1K | 0.01% | −1−0.9% | Reduced |
| Hilltop National Bank | 110 | $82.9K | 0.02% | +110 | New |
| Hemington Wealth Management | 112 | $84.0K | 0.01% | +6+5.7% | Added |
| Bank of Jackson Hole Trust | 112 | $84.4K | 0.05% | +12+12.0% | Added |
| Ogorek Anthony Joseph | 113 | $85.0K | 0.03% | −794−87.5% | Reduced |
| Disciplina Capital Management LLC | 113 | $85.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 114 | $85.9K | 0.03% | +14+14.0% | Added |
| Ancora Advisors, LLC | 114 | $86.1K | 0.00% | +2+1.8% | Added |
| Rossby Financial, LCC | 115 | $86.6K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 117 | $88.1K | 0.04% | +29+33.0% | Added |
| TCTC Holdings, LLC | 118 | $88.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 120 | $90.4K | 0.07% | 00.0% | Unchanged |
| YANKCOM Partnership | 124 | $93.4K | 0.05% | +11+9.7% | Added |
| Oakworth Capital, Inc. | 124 | $93.4K | 0.01% | −22−15.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 125 | $94.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $98.7K | 0.01% | +126+2,520.0% | Added |
| UMA Financial Services, Inc. | 134 | $101.2K | 0.02% | −17−11.3% | Reduced |
| Brown Brothers Harriman & Co | 136 | $102.5K | 0.00% | +50+58.1% | Added |
| High Note Wealth, LLC | 138 | $104.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 164 | $105.3K | 0.00% | +63+62.4% | Added |
| Thompson Investment Management, Inc. | 140 | $105.5K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 141 | $106.2K | 0.00% | −444−75.9% | Reduced |
| Burkett Financial Services, LLC | 143 | $107.7K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 146 | $110.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 161 | $121.3K | 0.01% | −52−24.4% | Reduced |
| Westpac Banking Corp | 163 | $122.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 176 | $133.0K | 0.10% | +176 | New |
| Centaurus Financial, Inc. | 184 | $139.0K | 0.01% | +184 | New |
| Park Square Financial Group, LLC | 188 | $141.6K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 190 | $143.3K | 0.02% | −16−7.8% | Reduced |
| MUFG Securities EMEA plc | 192 | $144.7K | 0.01% | +192 | New |