| Golden State Equity Partners | 1,057 | $291.8K | 0.07% | −460−30.3% | Reduced |
| Whittier Trust Co | 1,052 | $290.4K | 0.00% | +335+46.7% | Added |
| SeaCrest Wealth Management, LLC | 1,090 | $289.7K | 0.04% | −142−11.5% | Reduced |
| Select Asset Management & Trust | 1,043 | $288.0K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,039 | $286.8K | 0.02% | +10+1.0% | Added |
| PDS Planning, Inc | 1,038 | $286.6K | 0.03% | −38−3.5% | Reduced |
| BSW Wealth Partners | 1,037 | $286.3K | 0.06% | +20+2.0% | Added |
| GeoWealth Management, LLC | 1,036 | $286.0K | 0.02% | +926+841.8% | Added |
| Stevens Capital Management LP | 1,037 | $286.0K | 0.07% | +1,037 | New |
| C M Bidwell & Associates Ltd | 1,029 | $284.1K | 0.21% | +7+0.7% | Added |
| Two Sigma Securities, LLC | 1,024 | $282.7K | 0.01% | +1,024 | New |
| Bayshore Asset Management, LLC | 1,016 | $280.5K | 0.15% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,004 | $277.2K | 0.07% | +84+9.1% | Added |
| Integrated Advisors Network LLC | 1,001 | $276.3K | 0.02% | +1,001 | New |
| Axq Capital, LP | 1,000 | $276.1K | 0.07% | +1,000 | New |
| Wedmont Private Capital | 1,011 | $275.9K | 0.02% | +33+3.4% | Added |
| Dorsey & Whitney Trust CO LLC | 988 | $272.7K | 0.02% | −41−4.0% | Reduced |
| New World Advisors LLC | 974 | $268.9K | 0.08% | +32+3.4% | Added |
| Brighton Jones LLC | 964 | $266.2K | 0.01% | +964 | New |
| Abn Amro Investment Solutions | 962 | $265.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 945 | $260.9K | 0.07% | +945 | New |
| Simon Quick Advisors, LLC | 943 | $260.3K | 0.02% | −30−3.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 936 | $258.4K | 0.13% | −36−3.7% | Reduced |
| Concurrent Investment Advisors, LLC | 934 | $257.8K | 0.01% | +934 | New |
| Regions Financial Corp | 934 | $257.8K | 0.00% | +934 | New |
| Schwartz Investment Counsel Inc | 925 | $255.4K | 0.01% | −75−7.5% | Reduced |
| Prosperity Financial Group, Inc. | 924 | $255.1K | 0.18% | +924 | New |
| Valeo Financial Advisors, LLC | 919 | $253.7K | 0.01% | +919 | New |
| Prana Capital Management, LP | 915 | $252.6K | 0.01% | −9,421−91.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 911 | $251.5K | 0.02% | +911 | New |
| Bridgefront Capital, LLC | 901 | $248.7K | 0.19% | −926−50.7% | Reduced |
| Concentric Wealth Management, LLC | 900 | $248.5K | 0.07% | +900 | New |
| a16z Perennial Management, L.P. | 896 | $247.3K | 0.04% | +896 | New |
| Angeles Wealth Management, LLC | 893 | $246.5K | 0.03% | +893 | New |
| Quilter Plc | 875 | $241.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 873 | $241.0K | 0.03% | −175−16.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 870 | $240.2K | 0.08% | +870 | New |
| Raleigh Capital Management Inc. | 869 | $239.8K | 0.11% | +39+4.7% | Added |
| Blue Barn Wealth, LLC | 865 | $238.8K | 0.14% | +865 | New |
| CIBC World Markets Inc. | 861 | $238.0K | 0.00% | −7,319−89.5% | Reduced |
| Allworth Financial LP | 857 | $236.6K | 0.00% | +268+45.5% | Added |
| Legacy Financial Advisors, Inc. | 857 | $236.6K | 0.05% | +857 | New |
| Salvus Wealth Management, LLC | 854 | $235.8K | 0.17% | +854 | New |
| Voya Financial Advisors, Inc. | 852 | $235.2K | 0.03% | +852 | New |
| Connecticut Wealth Management, LLC | 844 | $232.9K | 0.01% | +844 | New |
| Equitable Trust Co | 840 | $231.9K | 0.02% | +840 | New |
| Fiduciary Trust Co | 835 | $230.5K | 0.00% | +835 | New |
| Cahill Financial Advisors Inc | 832 | $229.7K | 0.03% | +832 | New |
| Foundations Investment Advisors, LLC | 779 | $228.9K | 0.01% | +779 | New |
| Lombard Odier Asset Management (USA) Corp | 827 | $228.3K | 0.03% | +827 | New |
| Csenge Advisory Group | 826 | $228.0K | 0.01% | +826 | New |
| Lantz Financial LLC | 826 | $228.0K | 0.08% | +826 | New |
| Park Place Capital Corp | 825 | $227.8K | 0.09% | −93−10.1% | Reduced |
| Colony Group, LLC | 821 | $227.0K | 0.00% | +821 | New |
| Paradigm Financial Partners, LLC | 821 | $226.6K | 0.05% | +821 | New |
| Morningstar Investment Services LLC | 810 | $224.0K | 0.00% | +810 | New |
| Modern Wealth Management, LLC | 808 | $223.1K | 0.03% | +808 | New |
| Sunbelt Securities, Inc. | 803 | $221.7K | 0.03% | +54+7.2% | Added |
| SkyOak Wealth, LLC | 800 | $220.8K | 0.06% | +800 | New |
| Axxcess Wealth Management, LLC | 795 | $219.5K | 0.01% | +795 | New |
| Forum Financial Management, LP | 789 | $217.8K | 0.00% | +789 | New |
| Everhart Financial Group, Inc. | 786 | $217.0K | 0.08% | +786 | New |
| Riverwater Partners LLC | 780 | $215.3K | 0.17% | +780 | New |
| Crescent Sterling, Ltd. | 779 | $215.1K | 0.21% | +779 | New |
| Smithfield Trust Co | 776 | $213.0K | 0.01% | +28+3.7% | Added |
| Rockland Trust Co | 771 | $212.8K | 0.01% | +771 | New |
| Pinnacle Wealth Planning Services, Inc. | 767 | $211.7K | 0.03% | +767 | New |
| Aurora Private Wealth, Inc. | 765 | $211.0K | 0.20% | +765 | New |
| Stratos Wealth Partners, LTD. | 761 | $210.1K | 0.00% | −531−41.1% | Reduced |
| Desjardins Global Asset Management Inc. | 760 | $209.8K | 0.02% | +10+1.3% | Added |
| Wolff Wiese Magana LLC | 757 | $209.0K | 0.20% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 756 | $208.7K | 0.02% | +756 | New |
| West Family Investments, Inc. | 754 | $208.1K | 0.07% | +754 | New |
| Bailard, Inc. | 753 | $207.9K | 0.01% | +753 | New |
| Sivia Capital Partners, LLC | 752 | $207.6K | 0.16% | +752 | New |
| Marcum Wealth, LLC | 750 | $207.0K | 0.02% | +750 | New |
| Ellevest, Inc. | 748 | $206.5K | 0.01% | −216−22.4% | Reduced |
| American National Bank | 738 | $203.7K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 734 | $202.6K | 0.01% | +734 | New |
| Boothbay Fund Management, LLC | 731 | $201.8K | 0.01% | −1,023−58.3% | Reduced |
| EverSource Wealth Advisors, LLC | 721 | $199.0K | 0.02% | +74+11.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 641 | $177.0K | 0.00% | +505+371.3% | Added |
| Quadrant Capital Group LLC | 604 | $166.7K | 0.01% | +132+28.0% | Added |
| Concord Wealth Partners | 600 | $165.6K | 0.03% | −45−7.0% | Reduced |
| Quent Capital, LLC | 597 | $164.8K | 0.02% | +6+1.0% | Added |
| Umb Bank N A | 592 | $163.4K | 0.00% | −40−6.3% | Reduced |
| Ci Investments Inc. | 586 | $162.0K | 0.00% | −707−54.7% | Reduced |
| Lindbrook Capital, LLC | 570 | $157.4K | 0.02% | +66+13.1% | Added |
| Alta Advisers Ltd | 500 | $138.0K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $138.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 459 | $133.6K | 0.04% | +459 | New |
| Washington Trust Advisors, Inc. | 481 | $132.8K | 0.01% | +36+8.1% | Added |
| Capital Analysts, LLC | 472 | $130.0K | 0.01% | +42+9.8% | Added |
| HighMark Wealth Management LLC | 459 | $126.7K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 448 | $123.7K | 0.01% | +171+61.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 436 | $120.4K | 0.01% | +134+44.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 433 | $120.0K | 0.00% | +20+4.8% | Added |
| Global Retirement Partners, LLC | 413 | $116.0K | 0.00% | +81+24.4% | Added |
| nVerses Capital, LLC | – | $110.4K | 0.31% | – | New |
| ICA Group Wealth Management, LLC | 399 | $110.1K | 0.02% | +399 | New |
