| City State Bank | 311 | $45.0K | 0.02% | +111+55.5% | Added |
| Geneos Wealth Management Inc. | 305 | $44.1K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $43.3K | 0.00% | −250−45.5% | Reduced |
| Rakuten Investment Management, Inc. | 290 | $43.3K | 0.00% | +290 | New |
| Asset Dedication, LLC | 303 | $43.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 290 | $41.9K | 0.02% | −165−36.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 276 | $39.9K | 0.01% | +109+65.3% | Added |
| Cape Investment Advisory, Inc. | 264 | $38.1K | 0.02% | −1−0.4% | Reduced |
| Venturi Wealth Management, LLC | 262 | $37.9K | 0.00% | +156+147.2% | Added |
| Assetmark, Inc | 257 | $37.1K | 0.00% | +112+77.2% | Added |
| Larson Financial Group LLC | 247 | $35.7K | 0.00% | −1−0.4% | Reduced |
| Bell Investment Advisors, Inc | 241 | $34.8K | 0.01% | +189+363.5% | Added |
| Kelly Financial Services LLC | 233 | $33.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 229 | $33.1K | 0.02% | −316−58.0% | Reduced |
| Quarry LP | 229 | $33.1K | 0.02% | +229 | New |
| Close Asset Management Ltd | 230 | $33.0K | 0.00% | −115−33.3% | Reduced |
| AdvisorNet Financial, Inc | 226 | $32.7K | 0.00% | −176−43.8% | Reduced |
| Castleview Partners, LLC | 225 | $32.6K | 0.02% | +215+2,150.0% | Added |
| Hollencrest Capital Management | 216 | $31.2K | 0.00% | −23−9.6% | Reduced |
| Jones Financial Companies LLLP | 213 | $30.8K | 0.00% | +206+2,942.9% | Added |
| Arlington Trust Co LLC | 206 | $29.8K | 0.01% | +206 | New |
| Core Alternative Capital | 203 | $29.3K | 0.01% | −54−21.0% | Reduced |
| South State Corp. | 200 | $28.9K | 0.00% | −45−18.4% | Reduced |
| USCF Advisers LLC | 200 | $28.9K | 7.26% | +100+100.0% | Added |
| Tyler-Stone Wealth Management | 188 | $27.2K | 0.01% | −20−9.6% | Reduced |
| Washington Trust Co | 186 | $26.9K | 0.00% | +29+18.5% | Added |
| First Pacific Financial | 181 | $26.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 178 | $25.7K | 0.01% | +47+35.9% | Added |
| Strengthening Families & Communities, LLC | 160 | $23.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 159 | $23.0K | 0.01% | +48+43.2% | Added |
| Glassman Wealth Services | 157 | $22.7K | 0.00% | −320−67.1% | Reduced |
| ICA Group Wealth Management, LLC | 157 | $22.7K | 0.01% | +157 | New |
| Johnson Financial Group, Inc. | 151 | $21.9K | 0.00% | +54+55.7% | Added |
| Gables Capital Management Inc. | 150 | $21.7K | 0.01% | +150 | New |
| REAP Financial Group, LLC | 139 | $20.1K | 0.01% | +139 | New |
| First Personal Financial Services | 136 | $19.6K | 0.00% | +27+24.8% | Added |
| JNBA Financial Advisors | 130 | $18.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 130 | $18.8K | 0.01% | +130 | New |
| Lindbrook Capital, LLC | 126 | $18.2K | 0.00% | −101−44.5% | Reduced |
| Loomis Sayles & Co L P | 123 | $18.0K | 0.00% | +74+151.0% | Added |
| Wolff Wiese Magana LLC | 113 | $16.3K | 0.02% | +5+4.6% | Added |
| Trust Co of Vermont | 108 | $15.6K | 0.00% | −125−53.6% | Reduced |
| Colonial Trust Advisors | 105 | $15.2K | 0.00% | +99+1,650.0% | Added |
| SOA Wealth Advisors, LLC. | 104 | $15.0K | 0.00% | +1+1.0% | Added |
| Gradient Investments LLC | 102 | $14.7K | 0.00% | +1+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 102 | $14.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $13.9K | 0.00% | −301−75.8% | Reduced |
| Clear Investment Research, LLC | 95 | $13.8K | 0.02% | +1+1.1% | Added |
| Delta Asset Management LLC | 93 | $13.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $12.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 86 | $12.5K | 0.00% | −841−90.7% | Reduced |
| McIlrath & Eck, LLC | 86 | $12.4K | 0.00% | +61+244.0% | Added |
| Zions Bancorporation, N.A. | 85 | $12.3K | 0.00% | +37+77.1% | Added |
| Evermay Wealth Management LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 78 | $11.3K | 0.01% | +78 | New |
| Clearstead Advisors, LLC | 78 | $11.3K | 0.00% | −76−49.4% | Reduced |
| DB Wealth Management Group, LLC | 77 | $11.1K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 65 | $9.39K | 0.01% | +65 | New |
| Syntax Research, Inc. | 64 | $9.25K | 0.01% | +64 | New |
| Hazlett, Burt & Watson, Inc. | 58 | $8.00K | 0.01% | −122−67.8% | Reduced |
| GW&K Investment Management, LLC | 54 | $8.00K | 0.00% | +17+45.9% | Added |
| Aspire Private Capital, LLC | 53 | $7.69K | 0.00% | −2,351−97.8% | Reduced |
| Cornerstone Planning Group LLC | 53 | $7.66K | 0.00% | −2−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 51 | $7.37K | 0.00% | −6,600−99.2% | Reduced |
| Winch Advisory Services, LLC | 51 | $7.30K | 0.00% | +1+2.0% | Added |
| Godsey & Gibb Associates | 50 | $7.22K | 0.00% | −40−44.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 50 | $7.22K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $7.22K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 54 | $7.00K | 0.00% | +6+12.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 49 | $7.00K | 0.00% | +1+2.1% | Added |
| Spectrum Wealth Counsel, LLC | 47 | $6.79K | 0.00% | +47 | New |
| EdgeRock Capital LLC | 59 | $6.74K | 0.00% | +59 | New |
| Coppell Advisory Solutions LLC | 45 | $6.50K | 0.00% | +35+350.0% | Added |
| Riggs Asset Managment Co. Inc. | 43 | $6.21K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 41 | $5.87K | 0.00% | +1+2.5% | Added |
| Archer Investment Corp | 41 | $5.86K | 0.00% | +1+2.5% | Added |
| Fortitude Family Office, LLC | 40 | $5.78K | 0.00% | +40 | New |
| FinTrust Capital Advisors, LLC | 35 | $5.06K | 0.00% | −80−69.6% | Reduced |
| Cohen & Steers, Inc. | 37 | $5.00K | 0.00% | −9−19.6% | Reduced |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 34 | $4.91K | 0.00% | +34 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $4.62K | 0.00% | −206−86.6% | Reduced |
| First Horizon Advisors, Inc. | 30 | $4.33K | 0.00% | −70−70.0% | Reduced |
| First Command Advisory Services, Inc. | 29 | $4.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.04K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $4.04K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $3.61K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 25 | $3.61K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $3.40K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $3.00K | 0.00% | +17+850.0% | Added |
| Abound Wealth Management | 20 | $2.89K | 0.00% | +7+53.8% | Added |
| JFS Wealth Advisors, LLC | 19 | $2.75K | 0.00% | −24−55.8% | Reduced |
| Hexagon Capital Partners LLC | 17 | $2.46K | 0.00% | −30−63.8% | Reduced |
| Tradewinds Capital Management, LLC | 16 | $2.31K | 0.00% | 00.0% | Unchanged |
