| Fort Sheridan Advisors LLC | 1,030 | $200.4K | 0.02% | +1,030 | New |
| Exchange Traded Concepts, LLC | 1,015 | $197.5K | 0.00% | +1,015 | New |
| Quarry LP | 1,013 | $197.1K | 0.04% | +1,013 | New |
| Bryn Mawr Trust Co | 1,000 | $194.6K | 0.00% | −2,150−68.3% | Reduced |
| Wellington Shields & Co., LLC | 1,000 | $194.6K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 965 | $187.7K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 924 | $179.8K | 0.00% | +44+5.0% | Added |
| Cary Street Partners Financial LLC | 912 | $177.4K | 0.00% | +912 | New |
| Whittier Trust Co of Nevada Inc | 837 | $171.7K | 0.00% | +13+1.6% | Added |
| Allworth Financial LP | 882 | $171.6K | 0.00% | +72+8.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 862 | $167.7K | 0.17% | +862 | New |
| Wilkerson Advisory Group LLC | 789 | $153.5K | 0.05% | +789 | New |
| Farther Finance Advisors, LLC | 724 | $143.7K | 0.00% | +147+25.5% | Added |
| Kemnay Advisory Services Inc. | 718 | $139.7K | 0.02% | −126−14.9% | Reduced |
| Quent Capital, LLC | 706 | $137.4K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 689 | $134.0K | 0.01% | +689 | New |
| Brown Brothers Harriman & Co | 686 | $133.5K | 0.00% | +371+117.8% | Added |
| Cullen/Frost Bankers, Inc. | 682 | $132.7K | 0.00% | −36−5.0% | Reduced |
| Penserra Capital Management LLC | 651 | $126.0K | 0.00% | +21+3.3% | Added |
| Murphy & Mullick Capital Management Corp | 636 | $123.7K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 614 | $119.5K | 0.00% | −2,000−76.5% | Reduced |
| Larson Financial Group LLC | 594 | $115.6K | 0.00% | +119+25.1% | Added |
| EverSource Wealth Advisors, LLC | 584 | $113.6K | 0.00% | +221+60.9% | Added |
| Westpac Banking Corp | 519 | $101.0K | 0.01% | +519 | New |
| Tiaa Trust, National Association | 517 | $100.6K | 0.01% | −5,736−91.7% | Reduced |
| Private Trust Co NA | 510 | $99.2K | 0.01% | +102+25.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 508 | $98.8K | 0.00% | +508 | New |
| Core Alternative Capital | 505 | $98.2K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 521 | $97.1K | 0.00% | +27+5.5% | Added |
| Los Angeles Capital Management LLC | 497 | $96.7K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 467 | $90.8K | 0.01% | −233−33.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 833 | $89.6K | 0.03% | −187−18.3% | Reduced |
| Nomura Asset Management Co Ltd | 460 | $89.5K | 0.00% | −40−8.0% | Reduced |
| Parallel Advisors, LLC | 421 | $81.9K | 0.00% | +49+13.2% | Added |
| Wiser Advisor Group LLC | 387 | $75.3K | 0.09% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 374 | $72.8K | 0.01% | +60+19.1% | Added |
| Massmutual Trust Co FSB | 372 | $72.4K | 0.00% | +9+2.5% | Added |
| IFP Advisors, Inc | 370 | $72.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 367 | $71.4K | 0.00% | −49−11.8% | Reduced |
| Root Financial Partners, LLC | 362 | $70.4K | 0.00% | +63+21.1% | Added |
| Ronald Blue Trust, Inc. | 342 | $66.5K | 0.00% | −115−25.2% | Reduced |
| Farmers & Merchants Investments Inc | 341 | $66.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 319 | $62.1K | 0.00% | +319 | New |
| International Assets Investment Management, LLC | 295 | $58.5K | 0.00% | −5−1.7% | Reduced |
| Chesapeake Asset Management LLC | 300 | $58.4K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 295 | $57.4K | 0.00% | −8−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 293 | $57.0K | 0.00% | +116+65.5% | Added |
| Rocky Mountain Advisers, LLC | 290 | $56.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 268 | $52.1K | 0.00% | +5+1.9% | Added |
| Versant Capital Management, Inc | 220 | $42.8K | 0.00% | +21+10.6% | Added |
| Atlantic Union Bankshares Corp | 214 | $41.6K | 0.00% | +22+11.5% | Added |
| Westside Investment Management, Inc. | 208 | $40.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $38.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 181 | $35.2K | 0.00% | −9−4.7% | Reduced |
| Basecamp Wealth Advisors LLC | 179 | $34.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 158 | $31.4K | 0.01% | +107+209.8% | Added |
| Transamerica Financial Advisors, Inc. | 153 | $29.8K | 0.00% | +105+218.8% | Added |
| Johnson Financial Group, Inc. | 151 | $29.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 151 | $29.4K | 0.00% | +134+788.2% | Added |
| CVA Family Office, LLC | 151 | $29.4K | 0.00% | +136+906.7% | Added |
| Zions Bancorporation, National Association | 148 | $28.8K | 0.00% | +35+31.0% | Added |
| First Community Trust NA | 146 | $28.4K | 0.02% | −354−70.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 142 | $27.6K | 0.01% | +142 | New |
| Cary Street Partner Investment Advisory LLC | 140 | $27.2K | 0.01% | +140 | New |
| Keating Financial Advisory Services, Inc. | 131 | $25.5K | 0.00% | +19+17.0% | Added |
| TD Waterhouse Canada Inc. | 126 | $25.0K | 0.00% | +16+14.5% | Added |
| RMG Wealth Management LLC | 121 | $24.4K | 0.00% | −79−39.5% | Reduced |
| LRI Investments, LLC | 120 | $23.3K | 0.00% | +51+73.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 119 | $23.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 108 | $21.0K | 0.01% | +108 | New |
| Bogart Wealth, LLC | 108 | $21.0K | 0.00% | +5+4.9% | Added |
| Danske Bank A/S | 100 | $19.5K | 0.00% | −800−88.9% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 99 | $19.3K | 0.01% | +99 | New |
| Harbor Investment Advisory, LLC | 98 | $19.1K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 96 | $18.7K | 0.01% | −11−10.3% | Reduced |
| Creative Financial Designs Inc | 91 | $17.7K | 0.00% | +7+8.3% | Added |
| Fortitude Family Office, LLC | 91 | $17.7K | 0.00% | +56+160.0% | Added |
| Ares Financial Consulting, LLC | 89 | $17.7K | 0.01% | +89 | New |
| Legacy Bridge, LLC | 90 | $17.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 84 | $16.3K | 0.00% | +30+55.6% | Added |
| Whittier Trust Co | 79 | $16.2K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 76 | $14.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $14.0K | 0.00% | +2+2.9% | Added |
| EFG International AG | 72 | $14.0K | 0.00% | +72 | New |
| Pflug Koory, LLC | 70 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $13.4K | 0.00% | +14+25.5% | Added |
| Key Financial Inc | 68 | $13.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 61 | $11.9K | 0.01% | +61 | New |
| Greykasell Wealth Strategies, Inc. | 60 | $11.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 57 | $11.1K | 0.00% | −702−92.5% | Reduced |
| Covestor Ltd | 54 | $11.0K | 0.01% | −50−48.1% | Reduced |
| Private Wealth Management Group, LLC | 56 | $10.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 51 | $9.92K | 0.00% | +51 | New |
| Vision Financial Markets LLC | 50 | $9.73K | 0.01% | 00.0% | Unchanged |
