| Apella Capital, LLC | 344 | $202.4K | 0.00% | +344 | New |
| Smartleaf Asset Management LLC | 341 | $200.6K | 0.01% | +11+3.3% | Added |
| Essential Partners LLC | 333 | $197.5K | 0.07% | −1,247−78.9% | Reduced |
| Root Financial Partners, LLC | 324 | $192.1K | 0.01% | +186+134.8% | Added |
| Loomis Sayles & Co L P | 323 | $191.7K | 0.00% | −3,927−92.4% | Reduced |
| Harvest Fund Management Co., Ltd | 314 | $186.0K | 0.01% | −2,379−88.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 310 | $183.8K | 0.02% | +141+83.4% | Added |
| PKO Investment Management Joint-Stock Co | 300 | $177.9K | 0.01% | −200−40.0% | Reduced |
| Clean Yield Group | 300 | $177.9K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 280 | $166.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 253 | $150.0K | 0.00% | +85+50.6% | Added |
| Curat Global, LLC | 203 | $120.4K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 201 | $119.2K | 0.01% | −7−3.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $119.0K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 190 | $112.7K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 188 | $111.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 181 | $107.3K | 0.00% | −4−2.2% | Reduced |
| Massmutual Trust Co FSB | 175 | $103.8K | 0.00% | −92−34.5% | Reduced |
| True Wealth Design, LLC | 158 | $93.7K | 0.03% | −80−33.6% | Reduced |
| Signature Equity Partners, LLC | 147 | $87.2K | 0.05% | −6−3.9% | Reduced |
| LRI Investments, LLC | 147 | $87.2K | 0.01% | +10+7.3% | Added |
| CoreCap Advisors, LLC | 141 | $83.6K | 0.00% | +124+729.4% | Added |
| Parkside Financial Bank & Trust | 136 | $80.6K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 134 | $79.5K | 0.01% | +6+4.7% | Added |
| V-Square Quantitative Management LLC | 133 | $78.9K | 0.01% | +16+13.7% | Added |
| Leonteq Securities AG | 118 | $70.0K | 0.00% | −67−36.2% | Reduced |
| WealthCollab, LLC | 117 | $69.4K | 0.03% | −6−4.9% | Reduced |
| CFG Wealth Management Services, Inc. | 113 | $67.0K | 0.06% | +113 | New |
| WPG Advisers, LLC | 107 | $63.4K | 0.05% | −2−1.8% | Reduced |
| Legacy Wealth Managment, LLC | 103 | $61.1K | 0.03% | +3+3.0% | Added |
| Versant Capital Management, Inc | 94 | $55.7K | 0.01% | +57+154.1% | Added |
| Cullen/Frost Bankers, Inc. | 83 | $49.2K | 0.00% | −20−19.4% | Reduced |
| International Assets Investment Management, LLC | 79 | $45.1K | 0.00% | +64+426.7% | Added |
| Addison Advisors LLC | 75 | $44.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 74 | $43.9K | 0.01% | −66−47.1% | Reduced |
| Harbour Investments, Inc. | 73 | $43.3K | 0.00% | +9+14.1% | Added |
| Private Trust Co NA | 72 | $42.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 67 | $39.7K | 0.00% | +67 | New |
| Strategic Wealth Partners, Ltd. | 64 | $38.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 64 | $38.0K | 0.03% | +64 | New |
| Harbor Capital Advisors, Inc. | 58 | $34.0K | 0.00% | −40−40.8% | Reduced |
| Dunhill Financial, LLC | 55 | $33.1K | 0.01% | +4+7.8% | Added |
| Covestor Ltd | 55 | $33.0K | 0.02% | −81−59.6% | Reduced |
| Smithfield Trust Co | 55 | $33.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 55 | $32.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $31.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 52 | $30.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $30.2K | 0.00% | −23−31.1% | Reduced |
| Activest Wealth Management | 51 | $30.2K | 0.01% | −9−15.0% | Reduced |
| Chung Wu Investment Group, LLC | 50 | $29.6K | 0.03% | −50−50.0% | Reduced |
| Fairscale Capital, LLC | 50 | $29.6K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $29.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 49 | $29.1K | 0.01% | +49 | New |
| Entrust Financial LLC | 48 | $28.5K | 0.02% | −15−23.8% | Reduced |
| ZRC Wealth Management, LLC | 48 | $28.5K | 0.01% | −13−21.3% | Reduced |
| Zions Bancorporation, National Association | 48 | $28.5K | 0.00% | +13+37.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 46 | $27.3K | 0.00% | +6+15.0% | Added |
| Lloyd Advisory Services, LLC. | 46 | $27.3K | 0.01% | +43+1,433.3% | Added |
| Kingdom Financial Group LLC. | 46 | $27.3K | 0.01% | +46 | New |
| Basecamp Wealth Advisors LLC | 44 | $26.1K | 0.01% | +16+57.1% | Added |
| Fortitude Family Office, LLC | 43 | $25.5K | 0.01% | +26+152.9% | Added |
| Bell Investment Advisors, Inc | 41 | $24.3K | 0.00% | −2−4.7% | Reduced |
| Brown Brothers Harriman & Co | 40 | $23.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 40 | $23.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $23.1K | 0.00% | −1−2.5% | Reduced |
| CX Institutional | 39 | $23.0K | 0.00% | +39 | New |
| Whittier Trust Co | 41 | $22.9K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 38 | $22.5K | 0.01% | +38 | New |
| 1015 Capital Partners, LLC | 36 | $21.3K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 33 | $19.6K | 0.01% | +33 | New |
| Central Trust Co | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 30 | $17.8K | 0.01% | +30 | New |
| Hughes Financial Services, LLC | 29 | $17.2K | 0.00% | +6+26.1% | Added |
| Coston, McIsaac & Partners | 30 | $17.0K | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 27 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 26 | $13.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $13.6K | 0.00% | −4−14.8% | Reduced |
| Strengthening Families & Communities, LLC | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $13.0K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 21 | $12.5K | 0.00% | +6+40.0% | Added |
| Kozak & Associates, Inc. | 21 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 19 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $10.7K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 18 | $10.7K | 0.00% | +18 | New |
| Kemnay Advisory Services Inc. | 17 | $10.1K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 17 | $10.1K | 0.00% | +17 | New |
| Darwin Advisors, LLC | 16 | $9.49K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 15 | $8.89K | 0.07% | −31−67.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 15 | $8.89K | 0.01% | +15 | New |
| Prestige Wealth Management Group LLC | 14 | $8.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $8.30K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $7.71K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $7.71K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $7.12K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $6.52K | 0.00% | +11 | New |
| Ancora Advisors, LLC | 10 | $5.93K | 0.00% | −38−79.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 10 | $5.93K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $5.93K | 0.00% | +10 | New |
