| Avion Wealth | 35 | $11.0K | 0.00% | +11+45.8% | Added |
| Clear Street Markets LLC | 35 | $11.3K | 0.01% | −363−91.2% | Reduced |
| Prosperity Bancshares Inc | 35 | $11.3K | 0.01% | +13+59.1% | Added |
| Arlington Trust Co LLC | 36 | $11.6K | 0.00% | +13+56.5% | Added |
| First Pacific Financial | 36 | $11.6K | 0.00% | +10+38.5% | Added |
| Meeder Asset Management Inc | 38 | $12.3K | 0.00% | −11−22.4% | Reduced |
| Sunbelt Securities, Inc. | 38 | $12.3K | 0.00% | −1−2.6% | Reduced |
| Raffa Wealth Management, LLC | 38 | $12.3K | 0.00% | +2+5.6% | Added |
| JNBA Financial Advisors | 38 | $12.3K | 0.00% | +38 | New |
| Monetary Solutions, Ltd | 40 | $12.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 41 | $13.2K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 41 | $13.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $13.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $13.6K | 0.00% | +20+90.9% | Added |
| Westfuller Advisors, LLC | 42 | $13.7K | 0.01% | −363−89.6% | Reduced |
| Lummis Asset Management, LP | 43 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 45 | $14.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $15.5K | 0.00% | −5−9.4% | Reduced |
| Aspect Partners, LLC | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $16.1K | 0.00% | +50 | New |
| Golden State Equity Partners | 50 | $16.1K | 0.00% | +50 | New |
| EFG International AG | 51 | $16.5K | 0.00% | +51 | New |
| Prestige Wealth Management Group LLC | 52 | $16.8K | 0.00% | −75−59.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 52 | $16.8K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 52 | $16.8K | 0.01% | +33+173.7% | Added |
| Sit Investment Associates Inc | 54 | $17.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $17.0K | 0.00% | +13+31.0% | Added |
| South State Corp. | 53 | $17.1K | 0.00% | −30−36.1% | Reduced |
| Kingdom Financial Group LLC. | 53 | $17.1K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 53 | $17.1K | 0.00% | +53 | New |
| SOA Wealth Advisors, LLC. | 54 | $17.4K | 0.00% | −3−5.3% | Reduced |
| Asset Planning,Inc | 58 | $18.8K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 59 | $19.0K | 0.00% | −3−4.8% | Reduced |
| Ares Financial Consulting, LLC | 61 | $19.6K | 0.02% | +29+90.6% | Added |
| Joseph Group Capital Management | 61 | $19.7K | 0.00% | +45+281.3% | Added |
| Access Investment Management LLC | 62 | $20.0K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 63 | $20.2K | 0.00% | +63 | New |
| Key Financial Inc | 64 | $20.7K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 68 | $21.9K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 72 | $23.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 72 | $23.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $23.9K | 0.01% | +26+54.2% | Added |
| HHM Wealth Advisors, LLC | 74 | $23.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 73 | $24.0K | 0.00% | +1+1.4% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 75 | $24.2K | 0.01% | +75 | New |
| University of Texas/Texas Am Investment Managment Co | 76 | $24.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 78 | $24.5K | 0.00% | +18+30.0% | Added |
| Bell Investment Advisors, Inc | 79 | $25.5K | 0.00% | −9−10.2% | Reduced |
| Anchor Investment Management, LLC | 80 | $25.8K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 83 | $26.8K | 0.00% | +27+48.2% | Added |
| Kemnay Advisory Services Inc. | 84 | $27.1K | 0.00% | +1+1.2% | Added |
| Millstone Evans Group, LLC | 90 | $29.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 92 | $30.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 93 | $30.0K | 0.00% | +5+5.7% | Added |
| Wealth Preservation Advisors, LLC | 93 | $30.0K | 0.02% | +83+830.0% | Added |
| Mascoma Wealth Management LLC | 94 | $30.3K | 0.01% | −1−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 94 | $30.3K | 0.01% | +5+5.6% | Added |
| Medallion Wealth Advisors, LLC | 100 | $32.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 102 | $32.9K | 0.00% | +39+61.9% | Added |
| Salomon & Ludwin, LLC | 102 | $33.0K | 0.00% | −15−12.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 103 | $33.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 104 | $33.6K | 0.00% | +52+100.0% | Added |
| Covestor Ltd | 106 | $34.0K | 0.02% | −106−50.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 106 | $34.1K | 0.01% | +106 | New |
| Cornerstone Financial Management LLC | 106 | $34.2K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 108 | $34.9K | 0.01% | +108 | New |
| Keating Financial Advisory Services, Inc. | 113 | $36.5K | 0.01% | +34+43.0% | Added |
| Frazier Financial Advisors, LLC | 118 | $38.1K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 119 | $38.4K | 0.00% | +89+296.7% | Added |
| GW&K Investment Management, LLC | 123 | $40.0K | 0.00% | +20+19.4% | Added |
| Bruce G. Allen Investments, LLC | 124 | $40.0K | 0.03% | +38+44.2% | Added |
| SJS Investment Consulting Inc. | 129 | $41.6K | 0.01% | +93+258.3% | Added |
| Palladiem, LLC | 132 | $43.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $44.5K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 139 | $44.9K | 0.00% | −240−63.3% | Reduced |
| Coston, McIsaac & Partners | 140 | $45.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $48.4K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 150 | $48.4K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 150 | $48.4K | 0.03% | +150 | New |
| Wall Street Financial Group, Inc. | 153 | $49.4K | 0.03% | +153 | New |
| Rossby Financial, LCC | 158 | $50.8K | 0.01% | +39+32.8% | Added |
| Nemes Rush Group LLC | 159 | $51.3K | 0.00% | −1−0.6% | Reduced |
| Pin Oak Investment Advisors Inc | 160 | $52.0K | 0.04% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 162 | $52.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 163 | $52.6K | 0.02% | +6+3.8% | Added |
| St Germain D J Co Inc | 167 | $53.9K | 0.00% | +110+193.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 174 | $54.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $54.5K | 0.00% | −39−18.8% | Reduced |
| Orion Capital Management LLC | 176 | $56.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 177 | $57.1K | 0.00% | +99+126.9% | Added |
| Hollencrest Capital Management | 185 | $59.7K | 0.00% | −400−68.4% | Reduced |
| Walleye Capital LLC | 186 | $60.0K | 0.00% | −80,967−99.8% | Reduced |
| Rosenberg Matthew Hamilton | 186 | $60.0K | 0.01% | −13−6.5% | Reduced |
| Resources Management Corp | 190 | $61.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 189 | $61.0K | 0.00% | +1+0.5% | Added |
| Cassaday & Co Wealth Management LLC | 190 | $61.3K | 0.00% | +190 | New |
| Farmers & Merchants Investments Inc | 192 | $62.0K | 0.00% | +43+28.9% | Added |
| True Wealth Design, LLC | 194 | $62.6K | 0.02% | +128+193.9% | Added |
| Alerus Financial NA | 206 | $66.5K | 0.00% | −14−6.4% | Reduced |
| Godfrey Financial Associates, Inc. | 210 | $67.8K | 0.06% | −1−0.5% | Reduced |