| Wolff Wiese Magana LLC | 613 | $44.3K | 0.03% | −12,218−95.2% | Reduced |
| Mizuho Securities Co. Ltd. | 600 | $43.3K | 0.51% | +600 | New |
| Cape Investment Advisory, Inc. | 589 | $42.5K | 0.02% | +477+425.9% | Added |
| AllSquare Wealth Management LLC | 554 | $40.0K | 0.02% | +554 | New |
| Assetmark, Inc | 552 | $39.8K | 0.00% | +6+1.1% | Added |
| Crewe Advisors LLC | 527 | $38.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 510 | $36.8K | 0.00% | +139+37.5% | Added |
| Webster Bank, N. A. | 507 | $36.6K | 0.00% | +57+12.7% | Added |
| TruNorth Capital Management, LLC | 501 | $36.2K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 501 | $36.2K | 0.00% | −2,292−82.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $36.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 469 | $33.9K | 0.01% | +47+11.1% | Added |
| Bell Investment Advisors, Inc | 465 | $33.6K | 0.01% | +12+2.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 452 | $32.6K | 0.01% | −385−46.0% | Reduced |
| Sachetta, LLC | 448 | $32.3K | 0.01% | +317+242.0% | Added |
| RiverPark Advisors, LLC | 444 | $32.1K | 0.02% | −253−36.3% | Reduced |
| LRI Investments, LLC | 424 | $30.6K | 0.00% | −296−41.1% | Reduced |
| North Star Investment Management Corp. | 422 | $30.5K | 0.00% | +412+4,120.0% | Added |
| City Holding Co | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 371 | $26.8K | 0.00% | +371 | New |
| GW&K Investment Management, LLC | 367 | $26.0K | 0.00% | +367 | New |
| Central Trust Co | 358 | $25.8K | 0.00% | +10+2.9% | Added |
| Westside Investment Management, Inc. | 335 | $24.2K | 0.01% | −1,000−74.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 335 | $24.2K | 0.00% | +335 | New |
| Parkside Financial Bank & Trust | 333 | $24.0K | 0.00% | −273−45.0% | Reduced |
| Glen Eagle Advisors, LLC | 330 | $23.8K | 0.00% | −596−64.4% | Reduced |
| Fourth Dimension Wealth, LLC | 330 | $23.8K | 0.01% | −200−37.7% | Reduced |
| Washington Trust Co | 320 | $23.1K | 0.00% | −440−57.9% | Reduced |
| Farmers & Merchants Investments Inc | 300 | $21.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 295 | $21.3K | 0.00% | +295 | New |
| CarsonAllaria Wealth Management, Ltd. | 276 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 188 | $17.9K | 0.01% | +180+2,250.0% | Added |
| Pinnacle Bancorp, Inc. | 238 | $17.2K | 0.01% | +238 | New |
| Hager Investment Management Services, LLC | 231 | $16.7K | 0.01% | +223+2,787.5% | Added |
| Beacon Capital Management, LLC | 223 | $16.1K | 0.00% | +26+13.2% | Added |
| Mather Group, LLC. | 216 | $15.6K | 0.00% | −135−38.5% | Reduced |
| Winch Advisory Services, LLC | 206 | $14.9K | 0.00% | +206 | New |
| Tradewinds Capital Management, LLC | 203 | $14.7K | 0.00% | −89−30.5% | Reduced |
| Pacific Center for Financial Services | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $14.4K | 0.01% | +100+100.0% | Added |
| CVA Family Office, LLC | 183 | $13.2K | 0.00% | +118+181.5% | Added |
| Riggs Asset Managment Co. Inc. | 173 | $12.5K | 0.00% | −45,529−99.6% | Reduced |
| Avion Wealth | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 163 | $11.8K | 0.00% | −150−47.9% | Reduced |
| Global X Japan Co., Ltd. | 159 | $11.5K | 0.00% | +159 | New |
| Truvestments Capital LLC | 155 | $11.2K | 0.00% | +135+675.0% | Added |
| Tortoise Investment Management, LLC | 150 | $10.8K | 0.00% | +50+50.0% | Added |
| Consultiva Wealth Management, Corp. | 150 | $10.8K | 0.04% | +150 | New |
| Red Tortoise LLC | 147 | $10.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 142 | $10.3K | 0.01% | +30+26.8% | Added |
| Saudi Central Bank | 140 | $10.1K | 0.05% | +140 | New |
| SJS Investment Consulting Inc. | 137 | $9.89K | 0.00% | +4+3.0% | Added |
| HighMark Wealth Management LLC | 135 | $9.75K | 0.01% | +3+2.3% | Added |
| Princeton Global Asset Management LLC | 135 | $9.75K | 0.00% | +135 | New |
| Rosenberg Matthew Hamilton | 127 | $9.17K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 132 | $9.00K | 0.00% | +16+13.8% | Added |
| REAP Financial Group, LLC | 118 | $8.53K | 0.00% | +3+2.6% | Added |
| JFS Wealth Advisors, LLC | 106 | $7.65K | 0.00% | −27−20.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 105 | $7.58K | 0.01% | +105 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.22K | 0.00% | −200−66.7% | Reduced |
| Anchor Investment Management, LLC | 100 | $7.22K | 0.00% | −100−50.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $7.22K | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 100 | $7.22K | 0.01% | +100 | New |
| MV Capital Management, Inc. | 97 | $7.00K | 0.00% | +20+26.0% | Added |
| Atlantic Trust, LLC | 92 | $6.64K | 0.00% | +92 | New |
| Cherry Tree Wealth Management, LLC | 84 | $6.08K | 0.00% | +84 | New |
| Capital Advisors, Ltd. LLC | 79 | $6.00K | 0.00% | +3+3.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 83 | $5.99K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 74 | $5.34K | 0.00% | −16,086−99.5% | Reduced |
| Vermillion Wealth Management, Inc. | 70 | $5.05K | 0.00% | +30+75.0% | Added |
| Bessemer Group Inc | 75 | $5.00K | 0.00% | −5−6.3% | Reduced |
| Pacer Advisors, Inc. | 69 | $4.98K | 0.00% | +69 | New |
| IAG Wealth Partners, LLC | 67 | $4.84K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 65 | $4.70K | 0.00% | +65 | New |
| Center for Financial Planning, Inc. | 65 | $4.69K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 65 | $4.69K | 0.00% | +65 | New |
| CX Institutional | 51 | $4.00K | 0.00% | +51 | New |
| UMA Financial Services, Inc. | 54 | $3.88K | 0.00% | +39+260.0% | Added |
| HHM Wealth Advisors, LLC | 53 | $3.83K | 0.00% | +40+307.7% | Added |
| Kennebec Savings Bank | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 50 | $3.61K | 0.00% | +50 | New |
| DT Investment Partners, LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $3.59K | 0.00% | +16+53.3% | Added |
| Quent Capital, LLC | 47 | $3.39K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 45 | $3.25K | 0.00% | −5−10.0% | Reduced |
| Aventura Private Wealth, LLC | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 40 | $2.89K | 0.00% | +40 | New |
| Stone House Investment Management, LLC | 40 | $2.89K | 0.00% | +40 | New |
| Washington Trust Advisors, Inc. | 36 | $2.57K | 0.00% | −11−23.4% | Reduced |
| Fortitude Family Office, LLC | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 32 | $2.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $2.17K | 0.00% | −3−9.1% | Reduced |
| Investors Research Corp | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 29 | $2.09K | 0.00% | +29 | New |
| Pin Oak Investment Advisors Inc | 26 | $2.00K | 0.00% | +26 | New |
