| Kolinsky Wealth Management, LLC | 494 | $232.0K | 0.21% | +494 | New |
| Cetera Advisor Networks LLC | 491 | $230.0K | 0.00% | −18−3.5% | Reduced |
| Brendel Financial Advisors LLC | 489 | $229.0K | 0.12% | +489 | New |
| Pinnacle Wealth Planning Services, Inc. | 481 | $225.0K | 0.05% | +481 | New |
| Shelton Capital Management | 474 | $222.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 494 | $222.0K | 0.02% | +494 | New |
| Blue Barn Wealth, LLC | 468 | $219.0K | 0.15% | +468 | New |
| Reynders McVeigh Capital Management, LLC | 465 | $218.0K | 0.01% | −40−7.9% | Reduced |
| RSM US Wealth Management LLC | 463 | $217.0K | 0.01% | −45−8.9% | Reduced |
| FORA Capital, LLC | 461 | $216.0K | 0.08% | −200−30.3% | Reduced |
| BNC Wealth Management, LLC | 457 | $214.0K | 0.10% | +457 | New |
| Hutchens & Kramer Investment Management Group, LLC | 512 | $212.0K | 0.13% | +512 | New |
| LMR Partners LLP | 450 | $211.0K | 0.00% | +450 | New |
| E Fund Management Co., Ltd. | 445 | $209.0K | 0.01% | +445 | New |
| Tiemann Investment Advisors, LLC | 440 | $206.0K | 0.09% | +440 | New |
| FirstPurpose Wealth LLC | 432 | $203.0K | 0.13% | +432 | New |
| Quadrant Capital Group LLC | 430 | $202.0K | 0.02% | +60+16.2% | Added |
| IFP Advisors, Inc | 432 | $202.0K | 0.00% | +170+64.9% | Added |
| Fairhaven Wealth Management, LLC | 431 | $202.0K | 0.08% | +431 | New |
| Dynamic Technology Lab Private Ltd | 426 | $200.0K | 0.02% | +426 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 357 | $167.0K | 0.00% | −110−23.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 354 | $166.0K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 349 | $163.0K | 0.08% | +349 | New |
| City State Bank | 313 | $147.0K | 0.09% | +313 | New |
| Patriot Financial Group Insurance Agency, LLC | 303 | $142.0K | 0.02% | +9+3.1% | Added |
| Spire Wealth Management | 293 | $138.0K | 0.00% | +1+0.3% | Added |
| Altshuler Shaham Ltd | 288 | $135.0K | 0.00% | −530−64.8% | Reduced |
| JJJ Advisors Inc. | 261 | $122.0K | 0.04% | +92+54.4% | Added |
| Belpointe Asset Management LLC | 255 | $119.0K | 0.01% | +13+5.4% | Added |
| Tobam | 251 | $118.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 246 | $115.0K | 0.02% | −1−0.4% | Reduced |
| Centaurus Financial, Inc. | 245 | $115.0K | 0.01% | +245 | New |
| PFG Private Wealth Management, LLC | 237 | $111.0K | 0.06% | −5−2.1% | Reduced |
| KB Financial Partners, LLC | 222 | $104.0K | 0.03% | +222 | New |
| Cullen/Frost Bankers, Inc. | 220 | $103.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 211 | $99.0K | 0.02% | +9+4.5% | Added |
| Marshall Wace, LLP | 199 | $93.0K | 0.00% | −248,900−99.9% | Reduced |
| Gemmer Asset Management LLC | 169 | $79.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 166 | $78.0K | 0.01% | −18−9.8% | Reduced |
| Brown Brothers Harriman & Co | 156 | $73.0K | 0.00% | +57+57.6% | Added |
| Covestor Ltd | 151 | $71.0K | 0.10% | +151 | New |
| Atticus Wealth Management, LLC | 147 | $69.0K | 0.03% | −295−66.7% | Reduced |
| MV Capital Management, Inc. | 143 | $67.0K | 0.01% | +3+2.1% | Added |
| EverSource Wealth Advisors, LLC | 143 | $67.0K | 0.02% | +143 | New |
| Confluence Wealth Services, Inc. | 143 | $67.0K | 0.02% | +143 | New |
| Mark Sheptoff Financial Planning, LLC | 138 | $65.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 135 | $63.0K | 0.02% | +135 | New |
| Sageworth Trust Co of South Dakota | 119 | $56.0K | 0.09% | +119 | New |
| Glen Eagle Advisors, LLC | 110 | $51.6K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 109 | $51.0K | 0.01% | +109 | New |
| West Branch Capital LLC | 105 | $49.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 106 | $49.0K | 0.02% | +106 | New |
| Optimum Investment Advisors | 100 | $47.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 99 | $47.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $47.0K | 0.01% | +100 | New |
| Carroll Financial Associates, Inc. | 96 | $44.0K | 0.00% | −5−5.0% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $43.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 85 | $40.0K | 0.00% | −18−17.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $38.0K | 0.02% | −90−52.9% | Reduced |
| FourThought Financial, LLC | 81 | $38.0K | 0.00% | −33−28.9% | Reduced |
| Glassman Wealth Services | 80 | $38.0K | 0.01% | +7+9.6% | Added |
| Bell Investment Advisors, Inc | 77 | $36.0K | 0.01% | +18+30.5% | Added |
| Signet Financial Management, LLC | 77 | $36.0K | 0.01% | +77 | New |
| TCI Wealth Advisors, Inc. | 68 | $32.0K | 0.00% | +2+3.0% | Added |
| American National Bank | 63 | $30.0K | 0.01% | +5+8.6% | Added |
| Monolith Advisors | 62 | $29.0K | 0.02% | +62 | New |
| Lindbrook Capital, LLC | 55 | $26.0K | 0.00% | −4−6.8% | Reduced |
| Stonebridge Capital Advisors LLC | 55 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $26.0K | 0.00% | +6+12.0% | Added |
| Tilia Fiduciary Partners, Inc. | 56 | $26.0K | 0.02% | +56 | New |
| First Financial Corp | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 49 | $23.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $23.0K | 0.01% | +50 | New |
| McDonald Partners LLC | 48 | $22.5K | 0.02% | +48 | New |
| Absolute Capital Management, LLC | 48 | $22.5K | 0.02% | +48 | New |
| BDO Wealth Advisors, LLC | 45 | $21.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $21.0K | 0.00% | +22+95.7% | Added |
| CVA Family Office, LLC | 45 | $21.0K | 0.01% | +45 | New |
| Lee Financial Co | 42 | $20.0K | 0.00% | +42 | New |
| Curi Capital | 44 | $20.0K | 0.00% | +44 | New |
| Brewin Dolphin Ltd | 40 | $19.0K | 0.00% | −101−71.6% | Reduced |
| Earnest Partners LLC | 39 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 38 | $17.8K | 0.01% | +3+8.6% | Added |
| Sageworth Trust Co | 36 | $17.0K | 0.00% | −124−77.5% | Reduced |
| Solstein Capital, LLC | 34 | $16.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $15.0K | 0.00% | +14+73.7% | Added |
| Hillsdale Investment Management Inc. | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $14.0K | 0.00% | +2+7.1% | Added |
| Financial Perspectives, Inc | 27 | $12.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $12.2K | 0.01% | +26 | New |
| Logan Capital Management Inc | 26 | $12.0K | 0.00% | +9+52.9% | Added |
| Harbour Investments, Inc. | 24 | $11.0K | 0.00% | −33−57.9% | Reduced |
| TFC Financial Management | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $11.0K | 0.01% | +19+475.0% | Added |
| Global Financial Private Client, LLC | 22 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 20 | $9.00K | 0.00% | +20 | New |
