| Compagnie Lombard Odier SCmA | 250 | $42.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 249 | $42.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 240 | $40.9K | 0.01% | +58+31.9% | Added |
| Tradewinds Capital Management, LLC | 234 | $39.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 211 | $36.0K | 0.01% | +4+1.9% | Added |
| UMA Financial Services, Inc. | 211 | $35.9K | 0.01% | +125+145.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $34.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $34.1K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 200 | $34.1K | 0.03% | +200 | New |
| Global Wealth Strategies & Associates | 200 | $34.1K | 0.01% | +200 | New |
| Canton Hathaway, LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 194 | $33.0K | 0.02% | −131−40.3% | Reduced |
| AdvisorNet Financial, Inc | 192 | $32.7K | 0.00% | −45−19.0% | Reduced |
| Hoey Investments, Inc | 191 | $32.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 183 | $31.2K | 0.00% | −705−79.4% | Reduced |
| Lowe Wealth Advisors, LLC | 181 | $30.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 176 | $30.0K | 0.02% | +24+15.8% | Added |
| Pflug Koory, LLC | 175 | $29.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 165 | $28.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 163 | $27.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 160 | $27.3K | 0.01% | +66+70.2% | Added |
| Activest Wealth Management | 158 | $26.9K | 0.01% | +6+3.9% | Added |
| JPL Wealth Management, LLC | 156 | $26.6K | 0.01% | +156 | New |
| McIlrath & Eck, LLC | 155 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 155 | $26.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $26.0K | 0.00% | −32−33.7% | Reduced |
| Addison Advisors LLC | 145 | $24.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 144 | $24.5K | 0.00% | +5+3.6% | Added |
| Raffa Wealth Management, LLC | 144 | $24.5K | 0.00% | +8+5.9% | Added |
| Fortitude Family Office, LLC | 141 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 145 | $24.0K | 0.01% | +61+72.6% | Added |
| Maseco LLP | 140 | $23.7K | 0.00% | +2+1.4% | Added |
| ORG Partners LLC | 137 | $23.4K | 0.00% | +6+4.6% | Added |
| Perkins Coie Trust Co | 135 | $23.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $21.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 125 | $21.3K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 124 | $21.1K | 0.02% | −198−61.5% | Reduced |
| Scarborough Advisors, LLC | 124 | $21.1K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 115 | $19.6K | 0.02% | −15−11.5% | Reduced |
| Center for Financial Planning, Inc. | 112 | $19.1K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 112 | $19.0K | 0.01% | +112 | New |
| Boyd Watterson Asset Management LLC | 106 | $18.0K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 103 | $17.5K | 0.01% | +103 | New |
| Wall Street Access Asset Management, LLC | 102 | $17.4K | 0.00% | +102 | New |
| Pinnacle Bancorp, Inc. | 101 | $17.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 102 | $17.1K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $17.0K | 0.01% | −17−14.5% | Reduced |
| VSM Wealth Advisory, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 100 | $17.0K | 0.04% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 3,665 | $17.0K | 0.01% | +3,565+3,565.0% | Added |
| Pinney & Scofield, Inc. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 99 | $16.9K | 0.01% | +33+50.0% | Added |
| Legacy Wealth Managment, LLC | 93 | $15.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 93 | $15.8K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 93 | $15.8K | 0.00% | +93 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 91 | $15.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 90 | $15.3K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 86 | $14.6K | 0.01% | +1+1.2% | Added |
| North Star Investment Management Corp. | 84 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $14.1K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 78 | $14.0K | 0.00% | +78 | New |
| Albion Financial Group | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 79 | $13.5K | 0.00% | +79 | New |
| Brown, Lisle/Cummings, Inc. | 78 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 78 | $13.3K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 77 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 75 | $12.8K | 0.00% | +55+275.0% | Added |
| Accordant Advisory Group Inc | 72 | $12.3K | 0.01% | +72 | New |
| Kentucky Trust Co | 71 | $12.1K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 68 | $11.6K | 0.01% | +68 | New |
| Howard Hughes Medical Institute | 67 | $11.4K | 0.01% | −1−1.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 75 | $11.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 66 | $11.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 64 | $10.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $10.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $10.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 60 | $10.2K | 0.00% | +5+9.1% | Added |
| Rossby Financial, LCC | 60 | $10.1K | 0.00% | +60 | New |
| Allianz SE | 57 | $9.71K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 51 | $8.72K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $8.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $7.86K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 44 | $7.16K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 42 | $7.15K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 45 | $7.00K | 0.00% | +45 | New |
| TruNorth Capital Management, LLC | 41 | $6.98K | 0.00% | +41 | New |
| ZRC Wealth Management, LLC | 40 | $6.81K | 0.00% | +20+100.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $6.81K | 0.01% | −510−92.7% | Reduced |
| Bare Financial Services, Inc | 40 | $6.81K | 0.00% | −4−9.1% | Reduced |
| Creative Financial Designs Inc | 40 | $6.81K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $6.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $6.64K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 38 | $6.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $6.18K | 0.00% | +2+5.9% | Added |
| Financial Network Wealth Advisors LLC | 36 | $6.13K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $5.96K | 0.00% | +5+16.7% | Added |