| Coston, McIsaac & Partners | 140 | $46.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $45.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 135 | $44.8K | 0.00% | −42−23.7% | Reduced |
| GW&K Investment Management, LLC | 134 | $44.0K | 0.00% | +11+8.9% | Added |
| Valley National Advisers Inc | 122 | $40.5K | 0.00% | +67+121.8% | Added |
| Cornerstone Financial Management LLC | 120 | $39.8K | 0.03% | +14+13.2% | Added |
| Covestor Ltd | 114 | $38.0K | 0.02% | +8+7.5% | Added |
| Boreal Capital Management LLC | 111 | $36.8K | 0.03% | −100−47.4% | Reduced |
| Southern Michigan Bank & Trust | 108 | $35.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 103 | $34.2K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $33.2K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 99 | $33.0K | 0.00% | +7+7.6% | Added |
| Harbor Investment Advisory, LLC | 99 | $32.8K | 0.00% | −70−41.4% | Reduced |
| Joseph Group Capital Management | 99 | $32.8K | 0.01% | +38+62.3% | Added |
| Transamerica Financial Advisors, Inc. | 97 | $32.2K | 0.00% | −7−6.7% | Reduced |
| Mascoma Wealth Management LLC | 94 | $31.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 94 | $31.2K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 92 | $30.5K | 0.02% | +2+2.2% | Added |
| UMA Financial Services, Inc. | 91 | $30.2K | 0.00% | +43+89.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 90 | $29.9K | 0.01% | +61+210.3% | Added |
| Cornerstone Planning Group LLC | 84 | $29.6K | 0.00% | +6+7.7% | Added |
| Kemnay Advisory Services Inc. | 89 | $29.5K | 0.00% | +5+6.0% | Added |
| Wilkerson Advisory Group LLC | 85 | $28.2K | 0.01% | +33+63.5% | Added |
| Frazier Financial Advisors, LLC | 81 | $26.9K | 0.01% | −37−31.4% | Reduced |
| Fortitude Family Office, LLC | 81 | $26.9K | 0.01% | +7+9.5% | Added |
| Rational Advisors LLC | 80 | $26.5K | 0.00% | +8+11.1% | Added |
| Action Point Financial Planning, LLC | 86 | $26.5K | 0.00% | +86 | New |
| EFG International AG | 79 | $26.2K | 0.00% | +28+54.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 76 | $25.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 74 | $24.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 72 | $23.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 69 | $23.7K | 0.00% | −33−32.4% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 68 | $22.6K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 67 | $22.3K | 0.00% | +67 | New |
| Hughes Financial Services, LLC | 65 | $21.6K | 0.00% | +6+10.2% | Added |
| Key Financial Inc | 64 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 64 | $21.2K | 0.02% | +3+4.9% | Added |
| Trust Co of Toledo NA | 62 | $20.6K | 0.00% | −40−39.2% | Reduced |
| Washington Trust Advisors, Inc. | 62 | $20.6K | 0.00% | −31−33.3% | Reduced |
| IFG Advisory, LLC | 61 | $20.3K | 0.00% | +61 | New |
| Arlington Trust Co LLC | 60 | $19.9K | 0.00% | +24+66.7% | Added |
| Bell Investment Advisors, Inc | 59 | $19.6K | 0.00% | −20−25.3% | Reduced |
| Asset Planning,Inc | 58 | $19.3K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 52 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $16.6K | 0.00% | +15+42.9% | Added |
| Meeder Asset Management Inc | 48 | $15.9K | 0.00% | +10+26.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 46 | $15.3K | 0.00% | +46 | New |
| Pin Oak Investment Advisors Inc | 45 | $15.0K | 0.01% | −115−71.9% | Reduced |
| Aspect Partners, LLC | 45 | $14.9K | 0.01% | −5−10.0% | Reduced |
| Bank of New Hampshire | 45 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 43 | $14.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $13.9K | 0.00% | +4+10.5% | Added |
| Prestige Wealth Management Group LLC | 41 | $13.6K | 0.00% | −11−21.2% | Reduced |
| Lodestone Wealth Management LLC | 41 | $13.6K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 40 | $13.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 38 | $12.6K | 0.00% | −15−28.3% | Reduced |
| Highline Wealth Partners LLC | 37 | $12.3K | 0.00% | +7+23.3% | Added |
| Nvest Wealth Strategies, Inc. | 36 | $11.9K | 0.01% | +4+12.5% | Added |
| Kilter Group LLC | 36 | $11.9K | 0.00% | +6+20.0% | Added |
| Prosperity Bancshares Inc | 35 | $11.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $11.6K | 0.00% | +3+9.4% | Added |
| Ogorek Anthony Joseph | 36 | $11.0K | 0.00% | −1−2.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 33 | $10.9K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 33 | $10.9K | 0.00% | +19+135.7% | Added |
| Westfuller Advisors, LLC | 31 | $10.4K | 0.00% | −11−26.2% | Reduced |
| Princeton Global Asset Management LLC | 31 | $10.3K | 0.00% | +3+10.7% | Added |
| Bay Harbor Wealth Management, LLC | 31 | $10.3K | 0.00% | +8+34.8% | Added |
| Avion Wealth | 31 | $10.0K | 0.00% | −4−11.4% | Reduced |
| Albion Financial Group | 30 | $9.95K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $9.95K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 26 | $9.35K | 0.00% | +15+136.4% | Added |
| Bayban | 28 | $9.29K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28 | $9.29K | 0.00% | +11+64.7% | Added |
| Bogart Wealth, LLC | 27 | $8.96K | 0.00% | +18+200.0% | Added |
| Davis Capital Management | 27 | $8.96K | 0.01% | +25+1,250.0% | Added |
| Byrne Asset Management LLC | 25 | $8.29K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $8.29K | 0.00% | +2+8.7% | Added |
| Financial Management Professionals, Inc. | 24 | $7.96K | 0.00% | +2+9.1% | Added |
| Concord Wealth Partners | 24 | $7.96K | 0.00% | +24 | New |
| Buck Wealth Strategies, LLC | 24 | $7.96K | 0.00% | +24 | New |
| MCF Advisors LLC | 23 | $7.63K | 0.00% | −96−80.7% | Reduced |
| Marquette Asset Management, LLC | 23 | $7.63K | 0.00% | +23 | New |
| United Financial Planning Group LLC | 23 | $7.63K | 0.00% | +23 | New |
| Colonial Trust Co | 22 | $7.32K | 0.00% | +16+266.7% | Added |
| Rialto Wealth Management, LLC | 22 | $7.30K | 0.00% | +10+83.3% | Added |
| Phillip James Consulting Co. | 22 | $7.30K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 22 | $7.30K | 0.00% | +22 | New |
| SBI Securities Co., Ltd. | 21 | $6.96K | 0.00% | +1+5.0% | Added |
| DT Investment Partners, LLC | 20 | $6.63K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 19 | $6.30K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $6.30K | 0.00% | +6+46.2% | Added |
| Meramec Financial Planners, LLC | 17 | $6.24K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 17 | $6.08K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $5.97K | 0.00% | +2+12.5% | Added |
| Fourth Dimension Wealth, LLC | 17 | $5.64K | 0.00% | +17 | New |
| Highland Investment Advisors LLC | 17 | $5.64K | 0.00% | +17 | New |
| TD Capital Management LLC | 16 | $5.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $5.31K | 0.00% | 00.0% | Unchanged |
