| Carolinas Wealth Consulting LLC | 384 | $106.1K | 0.02% | +34+9.7% | Added |
| Jamison Private Wealth Management, Inc. | 372 | $102.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 473 | $102.0K | 0.00% | +114+31.8% | Added |
| Western Pacific Wealth Management, LP | 360 | $99.4K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 338 | $93.3K | 0.00% | −59−14.9% | Reduced |
| First Horizon Advisors, Inc. | 334 | $92.2K | 0.00% | −6−1.8% | Reduced |
| Geneos Wealth Management Inc. | 324 | $89.4K | 0.00% | +24+8.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 312 | $86.0K | 0.00% | −34−9.8% | Reduced |
| Planning Capital Management Corp | 310 | $85.6K | 0.07% | +310 | New |
| Harbour Investments, Inc. | 304 | $83.9K | 0.00% | +163+115.6% | Added |
| Bay Harbor Wealth Management, LLC | 288 | $79.5K | 0.03% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 288 | $79.5K | 0.00% | +288 | New |
| Kelly Financial Services LLC | 283 | $78.1K | 0.03% | +23+8.8% | Added |
| Compagnie Lombard Odier SCmA | 281 | $77.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 278 | $77.0K | 0.05% | +137+97.2% | Added |
| Financial Perspectives, Inc | 277 | $76.5K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 275 | $75.9K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 255 | $70.4K | 0.01% | −8−3.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 250 | $69.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $69.0K | 0.03% | +250 | New |
| State of Wyoming | 239 | $66.0K | 0.01% | +239 | New |
| Bokf, NA | 234 | $64.6K | 0.00% | +47+25.1% | Added |
| Smartleaf Asset Management LLC | 232 | $64.0K | 0.02% | +232 | New |
| Valley National Advisers Inc | 231 | $63.0K | 0.01% | +57+32.8% | Added |
| North Star Investment Management Corp. | 225 | $62.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 220 | $60.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 219 | $60.5K | 0.02% | −83−27.5% | Reduced |
| Glassman Wealth Services | 216 | $59.6K | 0.01% | −19−8.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 209 | $57.7K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 200 | $55.2K | 0.03% | +200 | New |
| Catalyst Capital Advisors LLC | 194 | $53.6K | 0.00% | +42+27.6% | Added |
| AllSquare Wealth Management LLC | 191 | $52.7K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 190 | $52.5K | 0.00% | +190 | New |
| Bartlett & Co. LLC | 190 | $52.0K | 0.00% | +190 | New |
| Nemes Rush Group LLC | 188 | $51.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 184 | $50.8K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 178 | $49.0K | 0.00% | −39−18.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 160 | $44.2K | 0.00% | +160 | New |
| O'Dell Group, LLC | 157 | $43.3K | 0.01% | +157 | New |
| VisionPoint Advisory Group, LLC | 157 | $43.3K | 0.02% | +34+27.6% | Added |
| Friedenthal Financial | 155 | $42.8K | 0.03% | +155 | New |
| Strategic Investment Solutions, Inc. | 154 | $42.5K | 0.01% | −7,406−98.0% | Reduced |
| Pin Oak Investment Advisors Inc | 152 | $42.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 152 | $42.0K | 0.00% | +14+10.1% | Added |
| Silicon Valley Capital Partners | 150 | $41.4K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $41.4K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $41.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 148 | $40.9K | 0.00% | +148 | New |
| West Oak Capital, LLC | 140 | $40.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 139 | $38.4K | 0.05% | +139 | New |
| Cohen & Steers, Inc. | 138 | $38.0K | 0.00% | −33−19.3% | Reduced |
| Quarry LP | 128 | $35.3K | 0.02% | +31+32.0% | Added |
| JJJ Advisors Inc. | 127 | $35.1K | 0.01% | +22+21.0% | Added |
| McIlrath & Eck, LLC | 125 | $34.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $33.1K | 0.00% | +2+1.7% | Added |
| CVA Family Office, LLC | 120 | $33.1K | 0.01% | +120 | New |
| Bell Investment Advisors, Inc | 119 | $32.9K | 0.01% | −5−4.0% | Reduced |
| Institutional & Family Asset Management, LLC | 114 | $31.5K | 0.01% | +1+0.9% | Added |
| Fred Alger Management, LLC | 111 | $30.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 111 | $30.6K | 0.00% | +105+1,750.0% | Added |
| Front Row Advisors LLC | 106 | $29.3K | 0.01% | −151−58.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 103 | $28.4K | 0.00% | +103 | New |
| Financial Management Professionals, Inc. | 100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $27.6K | 0.01% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 100 | $27.6K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 100 | $27.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 91 | $25.1K | 0.00% | −202−68.9% | Reduced |
| Rise Advisors, LLC | 85 | $23.5K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 85 | $23.5K | 0.02% | +85 | New |
| BKM Wealth Management, LLC | 83 | $22.9K | 0.01% | +83 | New |
| Cornerstone Planning Group LLC | 82 | $22.6K | 0.01% | +18+28.1% | Added |
| Ancora Advisors, LLC | 77 | $21.3K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 76 | $21.0K | 0.01% | +76 | New |
| GHP Investment Advisors, Inc. | 75 | $20.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $20.2K | 0.00% | +73 | New |
| Larson Financial Group LLC | 73 | $20.2K | 0.00% | +73 | New |
| Beacon Capital Management, LLC | 91 | $19.6K | 0.01% | +70+333.3% | Added |
| Union Savings Bank | 70 | $19.3K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 69 | $19.0K | 0.01% | +69 | New |
| Altshuler Shaham Ltd | 68 | $18.8K | 0.00% | −24−26.1% | Reduced |
| Massmutual Trust Co FSB | 67 | $18.5K | 0.00% | +11+19.6% | Added |
| Sound Income Strategies, LLC | 66 | $18.2K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 65 | $17.9K | 0.02% | +65 | New |
| Dynamic Wealth Strategies, LLC | 65 | $17.9K | 0.02% | +65 | New |
| Washington Trust Co | 64 | $17.7K | 0.00% | +10+18.5% | Added |
| Byrne Asset Management LLC | 60 | $16.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 53 | $14.6K | 0.00% | +53 | New |
| Capital Advisors, Ltd. LLC | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 50 | $13.8K | 0.00% | −33−39.8% | Reduced |
| Logan Capital Management Inc | 50 | $13.8K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 50 | $13.8K | 0.00% | +50 | New |
| First Pacific Financial | 49 | $13.5K | 0.00% | −12−19.7% | Reduced |
| Halpern Financial, Inc. | 50 | $13.4K | 0.00% | +50 | New |
| Provenance Wealth Advisors, LLC | 45 | $12.4K | 0.00% | +32+246.2% | Added |
| Colonial Trust Co | 42 | $11.7K | 0.00% | +3+7.7% | Added |
| ClariVest Asset Management LLC | 40 | $11.0K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 39 | $10.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 35 | $9.66K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34 | $9.39K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 33 | $9.11K | 0.00% | +33 | New |