| Hoylecohen, LLC | 793 | $208.0K | 0.02% | +793 | New |
| Douglas Lane & Associates, LLC | 785 | $206.0K | 0.00% | +785 | New |
| Petrus Trust Company, LTA | 774 | $203.0K | 0.02% | −358−31.6% | Reduced |
| Global Trust Asset Management, LLC | 750 | $197.0K | 0.09% | +750 | New |
| Carroll Financial Associates, Inc. | 728 | $190.0K | 0.01% | −143−16.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 717 | $188.0K | 0.00% | −43−5.7% | Reduced |
| Brown Brothers Harriman & Co | 629 | $165.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 600 | $157.3K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 590 | $155.0K | 0.00% | +347+142.8% | Added |
| RPG Investment Advisory, LLC | 582 | $153.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 509 | $133.0K | 0.02% | +75+17.3% | Added |
| Tower Research Capital LLC (TRC) | 498 | $130.0K | 0.00% | +330+196.4% | Added |
| Atticus Wealth Management, LLC | 419 | $110.0K | 0.05% | +319+319.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 415 | $109.0K | 0.00% | −792−65.6% | Reduced |
| Brewin Dolphin Ltd | 402 | $105.4K | 0.00% | +72+21.8% | Added |
| Berman Capital Advisors, LLC | 358 | $93.0K | 0.01% | +118+49.2% | Added |
| Meeder Asset Management Inc | 336 | $88.0K | 0.00% | −5,142−93.9% | Reduced |
| Sandy Spring Bank | 327 | $86.0K | 0.00% | −118−26.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 310 | $81.0K | 0.00% | −612−66.4% | Reduced |
| Capital Analysts, LLC | 309 | $81.0K | 0.01% | −37−10.7% | Reduced |
| Resources Management Corp | 300 | $79.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 289 | $75.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 256 | $67.0K | 0.01% | +108+73.0% | Added |
| Parallel Advisors, LLC | 241 | $63.0K | 0.00% | +95+65.1% | Added |
| CKW Financial Group | 225 | $59.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 203 | $53.0K | 0.03% | +203 | New |
| State of Wyoming | 186 | $49.0K | 0.03% | −151−44.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 160 | $42.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 153 | $40.0K | 0.01% | +16+11.7% | Added |
| Allworth Financial LP | 148 | $39.0K | 0.00% | +48+48.0% | Added |
| Acadian Asset Management LLC | 148 | $38.0K | 0.00% | −1,523−91.1% | Reduced |
| Proequities, Inc. | 125 | $33.0K | 0.00% | −15−10.7% | Reduced |
| Tarbox Family Office, Inc. | 127 | $33.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 118 | $31.0K | 0.01% | +23+24.2% | Added |
| Fifth Third Bancorp | 111 | $29.0K | 0.00% | −520−82.4% | Reduced |
| Reilly Financial Advisors, LLC | 110 | $29.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 110 | $29.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 112 | $29.0K | 0.01% | +37+49.3% | Added |
| Creative Financial Designs Inc | 105 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $28.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 95 | $24.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 89 | $23.0K | 0.00% | +4+4.7% | Added |
| Manchester Capital Management LLC | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $20.0K | 0.01% | −121−61.4% | Reduced |
| Montag A & Associates Inc | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $17.0K | 0.00% | −99−60.7% | Reduced |
| Stonebridge Capital Advisors LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $16.0K | 0.00% | +60 | New |
| TFC Financial Management | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 55 | $15.0K | 0.02% | +55 | New |
| Key Financial Inc | 54 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 54 | $14.0K | 0.01% | +54 | New |
| BDO Wealth Advisors, LLC | 50 | $13.0K | 0.00% | −25−33.3% | Reduced |
| Highlander Capital Management, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 48 | $13.0K | 0.00% | +29+152.6% | Added |
| JFS Wealth Advisors, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Earnest Partners LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 44 | $12.0K | 0.02% | +18+69.2% | Added |
| Hudock, Inc. | 44 | $11.0K | 0.00% | −18−29.0% | Reduced |
| HighMark Wealth Management LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $11.0K | 0.00% | +4+11.1% | Added |
| Versant Capital Management, Inc | 42 | $11.0K | 0.00% | +40+2,000.0% | Added |
| Front Row Advisors LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $9.00K | 0.00% | −1−2.9% | Reduced |
| Meridian Wealth Partners, LLC | 35 | $9.00K | 0.00% | +35 | New |
| Exchange Traded Concepts, LLC | 29 | $8.00K | 0.00% | +29 | New |
| Moser Wealth Advisors, LLC | 30 | $8.00K | 0.01% | +30 | New |
| Kowal Investment Group, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Halpern Financial, Inc. | 26 | $6.82K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 22 | $6.00K | 0.00% | −9,134−99.8% | Reduced |
| Eagle Bay Advisors LLC | 24 | $6.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 17 | $4.46K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $4.00K | 0.00% | +14 | New |
| Larson Financial Group LLC | 12 | $3.00K | 0.00% | −28−70.0% | Reduced |
| Psagot Investment House Ltd. | 11 | $3.00K | 0.00% | −1−8.3% | Reduced |
| Lake Point Wealth Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Syverson Strege & Co | 12 | $3.00K | 0.00% | +12 | New |
| Psagot Value Holdings Ltd. / (Israel) | 11 | $3.00K | 0.00% | +11 | New |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $2.00K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Newton One Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |