| Wolff Wiese Magana LLC | 80 | $11.7K | 0.01% | −144−64.3% | Reduced |
| One Wealth Advisors, LLC | 80 | $11.7K | 0.00% | +80 | New |
| Grey Fox Wealth Advisors, LLC | 80 | $11.7K | 0.01% | +80 | New |
| Ranger Investment Management, L.P. | 84 | $12.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 89 | $13.0K | 0.00% | −7−7.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 90 | $13.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $13.2K | 0.00% | +90 | New |
| Coppell Advisory Solutions Corp. | 90 | $13.2K | 0.00% | +90 | New |
| Moisand Fitzgerald Tamayo, LLC | 91 | $13.3K | 0.00% | +39+75.0% | Added |
| Aspire Private Capital, LLC | 93 | $13.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 94 | $13.8K | 0.01% | +60+176.5% | Added |
| BDO Wealth Advisors, LLC | 94 | $13.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 96 | $14.0K | 0.00% | −11−10.3% | Reduced |
| Strengthening Families & Communities, LLC | 96 | $14.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 101 | $14.8K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 105 | $15.4K | 0.00% | +105 | New |
| Seldon Capital LP | 107 | $15.7K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 108 | $15.8K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 109 | $16.0K | 0.00% | +109 | New |
| Cyrus J. Lawrence, LLC | 108 | $16.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 117 | $17.1K | 0.01% | +117 | New |
| First Financial Corp | 130 | $19.1K | 0.01% | +17+15.0% | Added |
| South State Corp. | 130 | $19.1K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 130 | $19.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 139 | $20.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 140 | $20.5K | 0.01% | −50−26.3% | Reduced |
| Fortis Capital Advisors, LLC | 145 | $21.3K | 0.01% | +145 | New |
| Boyd Watterson Asset Management LLC | 150 | $22.0K | 0.01% | +150 | New |
| HBC Financial Services, PLLC | 155 | $23.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 163 | $23.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 165 | $24.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 165 | $24.2K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 170 | $25.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 173 | $25.4K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 183 | $26.8K | 0.01% | +183 | New |
| FinTrust Capital Advisors, LLC | 183 | $26.8K | 0.01% | +49+36.6% | Added |
| City State Bank | 182 | $27.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 192 | $28.1K | 0.00% | −144−42.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 192 | $28.2K | 0.01% | −95−33.1% | Reduced |
| Intelligent Financial Strategies | 195 | $28.6K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 196 | $28.7K | 0.00% | +34+21.0% | Added |
| Accel Wealth Management | 197 | $28.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $29.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $29.3K | 0.01% | +200 | New |
| Key Financial Inc | 199 | $29.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 205 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 210 | $31.0K | 0.03% | −7−3.2% | Reduced |
| McClarren Financial Advisors, Inc. | 213 | $31.0K | 0.03% | +3+1.4% | Added |
| Hanson & Doremus Investment Management | 220 | $32.0K | 0.01% | +41+22.9% | Added |
| Elequin Capital LP | 220 | $32.2K | 0.01% | +220 | New |
| State of Wyoming | 231 | $33.9K | 0.01% | −520−69.2% | Reduced |
| Earnest Partners LLC | 232 | $34.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 236 | $34.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 247 | $36.0K | 0.04% | +9+3.8% | Added |
| Coston, McIsaac & Partners | 253 | $37.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 259 | $38.0K | 0.00% | −11−4.1% | Reduced |
| TCI Wealth Advisors, Inc. | 274 | $40.2K | 0.01% | −3−1.1% | Reduced |
| Bellwether Advisors, LLC | 275 | $40.3K | 0.01% | −74−21.2% | Reduced |
| Bray Capital Advisors | 276 | $40.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 279 | $40.9K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 295 | $43.0K | 0.01% | +130+78.8% | Added |
| CoreFirst Bank & Trust | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 303 | $44.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 300 | $44.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 302 | $44.3K | 0.03% | +161+114.2% | Added |
| Sittner & Nelson, LLC | 310 | $45.4K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 320 | $46.9K | 0.02% | +320 | Added |
| Arlington Partners LLC | 333 | $48.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 336 | $49.2K | 0.00% | −36−9.7% | Reduced |
| MCF Advisors LLC | 344 | $50.4K | 0.01% | −7−2.0% | Reduced |
| Private Ocean, LLC | 350 | $51.3K | 0.01% | +66+23.2% | Added |
| WJ Interests, LLC | 350 | $51.3K | 0.04% | +350 | New |
| Twin Tree Management, LP | 357 | $52.3K | 0.00% | +357 | New |
| Asset Dedication, LLC | 360 | $53.0K | 0.01% | −4−1.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 360 | $53.0K | 0.00% | +223+162.8% | Added |
| Vigilant Capital Management, LLC | 381 | $56.0K | 0.00% | −66−14.8% | Reduced |
| Institutional & Family Asset Management, LLC | 387 | $56.7K | 0.01% | −32−7.6% | Reduced |
| JJJ Advisors Inc. | 365 | $58.4K | 0.02% | +17+4.9% | Added |
| Bank of New Hampshire | 403 | $59.0K | 0.02% | −60−13.0% | Reduced |
| Prestige Wealth Management Group LLC | 403 | $59.1K | 0.02% | −1,165−74.3% | Reduced |
| Steward Financial Group LLC | 413 | $60.0K | 0.03% | +413 | New |
| Global Financial Private Client, LLC | 411 | $60.2K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 390 | $61.0K | 0.01% | −30−7.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 424 | $62.0K | 0.09% | +30+7.6% | Added |
| Acima Private Wealth, LLC | 432 | $63.3K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 436 | $63.9K | 0.02% | +436 | New |
| Baystate Wealth Management LLC | 436 | $64.0K | 0.01% | +10+2.3% | Added |
| Bell Investment Advisors, Inc | 456 | $66.8K | 0.02% | +97+27.0% | Added |
| Headlands Technologies LLC | 457 | $67.0K | 0.05% | +457 | New |
| Rosenberg Matthew Hamilton | 462 | $67.8K | 0.02% | −37−7.4% | Reduced |
| Tortoise Investment Management, LLC | 467 | $68.4K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 473 | $69.3K | 0.06% | +473 | New |
| Farther Finance Advisors, LLC | 479 | $70.2K | 0.03% | +479 | New |
| Eagle Bay Advisors LLC | 483 | $70.8K | 0.04% | +4+0.8% | Added |
| BerganKDV Wealth Management, LLC | 486 | $71.3K | 0.01% | −179−26.9% | Reduced |
| PFG Private Wealth Management, LLC | 496 | $73.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 512 | $75.0K | 0.02% | −96−15.8% | Reduced |