| Accordant Advisory Group Inc | 306 | $17.6K | 0.01% | +306 | New |
| GW&K Investment Management, LLC | 299 | $17.0K | 0.00% | +12+4.2% | Added |
| West Branch Capital LLC | 292 | $16.8K | 0.00% | −403−58.0% | Reduced |
| Bogart Wealth, LLC | 280 | $16.1K | 0.00% | −6−2.1% | Reduced |
| Chesapeake Asset Management LLC | 273 | $15.7K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 265 | $15.2K | 0.01% | +265 | New |
| Garton & Associates Financial Advisors LLC | 262 | $15.1K | 0.01% | +262 | New |
| Avion Wealth | 271 | $15.0K | 0.00% | −24−8.1% | Reduced |
| Fourth Dimension Wealth, LLC | 250 | $14.4K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 239 | $13.7K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 238 | $13.7K | 0.00% | +238 | New |
| Ransom Advisory, Ltd | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 200 | $11.5K | 0.01% | +200 | New |
| FNY Investment Advisers, LLC | 200 | $11.0K | 0.00% | +200 | New |
| Swiss Re Ltd | 180 | $10.3K | 0.00% | +180 | New |
| Insight Financial Services | 175 | $10.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 166 | $9.89K | 0.00% | +51+44.3% | Added |
| Prosperity Bancshares Inc | 172 | $9.89K | 0.01% | +172 | New |
| Raffa Wealth Management, LLC | 171 | $9.83K | 0.00% | +31+22.1% | Added |
| MV Capital Management, Inc. | 167 | $9.60K | 0.00% | +4+2.5% | Added |
| UMA Financial Services, Inc. | 162 | $9.31K | 0.00% | +16+11.0% | Added |
| MB, Levis & Associates, LLC | 155 | $8.93K | 0.00% | +1+0.6% | Added |
| High Note Wealth, LLC | 153 | $8.80K | 0.00% | +5+3.4% | Added |
| 1620 Investment Advisors, Inc. | 150 | $8.62K | 0.01% | −30−16.7% | Reduced |
| Cedar Mountain Advisors, LLC | 150 | $8.62K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 147 | $8.45K | 0.01% | +147 | New |
| Armstrong Advisory Group, Inc | 146 | $8.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 144 | $8.28K | 0.00% | −77−34.8% | Reduced |
| Scarborough Advisors, LLC | 139 | $7.98K | 0.00% | +1+0.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 137 | $7.88K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 129 | $7.42K | 0.00% | −11−7.9% | Reduced |
| Vermillion Wealth Management, Inc. | 127 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $7.13K | 0.00% | −23−15.6% | Reduced |
| Concord Wealth Partners | 124 | $7.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $6.78K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 112 | $6.44K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 109 | $6.26K | 0.00% | −5−4.4% | Reduced |
| Howard Hughes Medical Institute | 103 | $5.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 102 | $5.86K | 0.00% | −171−62.6% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $5.75K | 0.00% | −2,966−96.7% | Reduced |
| Curat Global, LLC | 100 | $5.75K | 0.01% | −2,615−96.3% | Reduced |
| Ares Financial Consulting, LLC | 92 | $5.29K | 0.01% | +92 | New |
| Heritage Wealth Advisors | 90 | $5.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $5.17K | 0.00% | +17+23.3% | Added |
| Osbon Capital Management LLC | 90 | $5.17K | 0.00% | +90 | New |
| Quattro Advisors LLC | 89 | $5.12K | 0.00% | +89 | New |
| Harbor Investment Advisory, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 75 | $5.00K | 0.00% | +42+127.3% | Added |
| Clayton Financial Group LLC | 84 | $4.83K | 0.00% | +84 | New |
| Meeder Asset Management Inc | 84 | $4.83K | 0.00% | −2−2.3% | Reduced |
| Abound Wealth Management | 78 | $4.49K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $4.31K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 72 | $4.12K | 0.00% | +72 | New |
| CBIZ Investment Advisory Services, LLC | 71 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 78 | $4.00K | 0.00% | −70−47.3% | Reduced |
| SHP Wealth Management | 69 | $3.97K | 0.00% | +69 | New |
| Moisand Fitzgerald Tamayo, LLC | 65 | $3.74K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 61 | $3.51K | 0.00% | −126−67.4% | Reduced |
| Hollencrest Capital Management | 61 | $3.48K | 0.00% | +61 | New |
| Princeton Global Asset Management LLC | 60 | $3.45K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 58 | $3.33K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 54 | $3.11K | 0.00% | −877−94.2% | Reduced |
| Maryland Capital Advisors Inc. | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 50 | $2.88K | 0.00% | +50 | New |
| Thompson Investment Management, Inc. | 50 | $2.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $2.76K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 48 | $2.76K | 0.00% | −19−28.4% | Reduced |
| Cornerstone Financial Management LLC | 48 | $2.76K | 0.00% | +48 | New |
| Financial Management Professionals, Inc. | 47 | $2.70K | 0.00% | +6+14.6% | Added |
| Prestige Wealth Management Group LLC | 46 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $2.65K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 44 | $2.53K | 0.00% | +31+238.5% | Added |
| Rialto Wealth Management, LLC | 43 | $2.47K | 0.00% | +8+22.9% | Added |
| Nemes Rush Group LLC | 42 | $2.42K | 0.00% | −392−90.3% | Reduced |
| Rakuten Securities, Inc. | 41 | $2.36K | 0.00% | −5−10.9% | Reduced |
| True Wealth Design, LLC | 40 | $2.30K | 0.00% | +1+2.6% | Added |
| J.Safra Asset Management Corp | 40 | $2.30K | 0.00% | +40 | New |
| Red Tortoise LLC | 39 | $2.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $2.19K | 0.00% | +13+52.0% | Added |
| C M Bidwell & Associates Ltd | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | +3+7.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $1.96K | 0.00% | −67−66.3% | Reduced |
| Park Place Capital Corp | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.81K | 0.00% | −50−62.5% | Reduced |
| Wealth Watch Advisors, INC | 30 | $1.73K | 0.00% | −17−36.2% | Reduced |
| SWAN Capital LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.67K | 0.00% | +11+61.1% | Added |
| Cornerstone Planning Group LLC | 24 | $1.62K | 0.00% | −4−14.3% | Reduced |
| Kozak & Associates, Inc. | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 25 | $1.44K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 24 | $1.38K | 0.00% | +1+4.3% | Added |
| South State Corp. | 22 | $1.26K | 0.00% | −30−57.7% | Reduced |
| Frazier Financial Advisors, LLC | 21 | $1.21K | 0.00% | +21 | New |
| MPWM Advisory Solutions, LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $1.15K | 0.00% | +1+5.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.15K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 19 | $1.12K | 0.00% | +5+35.7% | Added |
