| Bogart Wealth, LLC | 134 | $38.8K | 0.00% | −13−8.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 132 | $38.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 132 | $38.1K | 0.01% | +1+0.8% | Added |
| Atwood & Palmer Inc | 130 | $37.7K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 126 | $36.6K | 0.03% | +24+23.5% | Added |
| Kimelman & Baird, LLC | 125 | $36.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $36.2K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $35.9K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 123 | $35.6K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 121 | $35.0K | 0.00% | +121 | New |
| CarsonAllaria Wealth Management, Ltd. | 118 | $34.3K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 115 | $33.3K | 0.02% | +1+0.9% | Added |
| SOA Wealth Advisors, LLC. | 112 | $32.4K | 0.01% | −21−15.8% | Reduced |
| Wellington Shields Capital Management, LLC | 112 | $32.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 112 | $32.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $31.9K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 110 | $31.9K | 0.01% | +110 | New |
| Veritas Investment Partners (UK) Ltd. | 108 | $31.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 107 | $30.9K | 0.00% | −106−49.8% | Reduced |
| IMA Wealth, Inc. | 105 | $30.5K | 0.00% | +3+2.9% | Added |
| Crowley Wealth Management, Inc. | 105 | $30.4K | 0.03% | 00.0% | Unchanged |
| North Capital, Inc. | 103 | $29.8K | 0.03% | +16+18.4% | Added |
| Opal Wealth Advisors, LLC | 101 | $29.3K | 0.01% | +17+20.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 99 | $28.7K | 0.00% | −97−49.5% | Reduced |
| Kozak & Associates, Inc. | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 94 | $27.2K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 92 | $26.7K | 0.01% | +13+16.5% | Added |
| Crewe Advisors LLC | 90 | $26.1K | 0.00% | −25−21.7% | Reduced |
| Capital Advisors, Ltd. LLC | 87 | $25.0K | 0.00% | −3−3.3% | Reduced |
| Abound Wealth Management | 86 | $24.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 84 | $24.3K | 0.01% | +34+68.0% | Added |
| MTM Investment Management, LLC | 84 | $24.3K | 0.01% | +84 | New |
| True Wealth Design, LLC | 82 | $23.8K | 0.01% | +34+70.8% | Added |
| Cherry Tree Wealth Management, LLC | 81 | $23.5K | 0.01% | −38−31.9% | Reduced |
| Howard Hughes Medical Institute | 80 | $23.2K | 0.01% | +80 | New |
| WealthTrak Capital Management LLC | 79 | $22.9K | 0.02% | +14+21.5% | Added |
| Tortoise Investment Management, LLC | 79 | $22.9K | 0.00% | +18+29.5% | Added |
| Bullock Wealth Management Group | 79 | $22.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 78 | $22.6K | 0.01% | +52+200.0% | Added |
| Canton Hathaway, LLC | 76 | $22.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 75 | $21.9K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 75 | $21.7K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 72 | $20.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 70 | $20.3K | 0.00% | +5+7.7% | Added |
| Solstein Capital, LLC | 69 | $20.0K | 0.01% | +69 | New |
| Legend Financial Advisors, Inc. | 63 | $18.3K | 0.01% | +63 | New |
| Murphy & Mullick Capital Management Corp | 68 | $18.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 61 | $17.7K | 0.01% | +61 | New |
| Cornerstone Planning Group LLC | 65 | $17.4K | 0.00% | +2+3.2% | Added |
| Northwest Capital Management Inc | 59 | $17.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 59 | $17.1K | 0.01% | +59 | New |
| Painted Porch Advisors LLC | 58 | $16.8K | 0.01% | −6−9.4% | Reduced |
| West Branch Capital LLC | 58 | $16.8K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 58 | $16.8K | 0.02% | +30+107.1% | Added |
| Centricity Wealth Management, LLC | 57 | $16.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $16.5K | 0.00% | +49+612.5% | Added |
| Proffitt & Goodson Inc | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 54 | $15.7K | 0.00% | +48+800.0% | Added |
| Copeland Capital Management, LLC | 54 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 50 | $14.5K | 0.00% | +50 | New |
| Clal Insurance Enterprises Holdings Ltd | 48 | $14.0K | 0.00% | −70−59.3% | Reduced |
| Navigoe, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 47 | $14.0K | 0.00% | +9+23.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 48 | $13.9K | 0.01% | −28−36.8% | Reduced |
| Raffa Wealth Management, LLC | 48 | $13.9K | 0.00% | −9−15.8% | Reduced |
| Sound Income Strategies, LLC | 47 | $13.7K | 0.00% | +3+6.8% | Added |
| Transce3nd, LLC | 47 | $13.6K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $13.3K | 0.00% | +11+31.4% | Added |
| Copia Wealth Management | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 42 | $12.2K | 0.01% | +6+16.7% | Added |
| Frazier Financial Advisors, LLC | 41 | $11.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 41 | $11.9K | 0.00% | +32+355.6% | Added |
| Red Tortoise LLC | 39 | $11.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 39 | $11.1K | 0.01% | −329−89.4% | Reduced |
| Curio Wealth, LLC | 37 | $10.7K | 0.00% | +36+3,600.0% | Added |
| IMG Wealth Management, Inc. | 37 | $10.7K | 0.01% | +37 | New |
| Bare Financial Services, Inc | 37 | $10.7K | 0.00% | +29+362.5% | Added |
| Cedar Mountain Advisors, LLC | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $10.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $10.1K | 0.00% | +13+56.5% | Added |
| Ulland Investment Advisors, LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $9.71K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 33 | $9.71K | 0.00% | −1−2.9% | Reduced |
| Hopwood Financial Services, Inc. | 33 | $9.56K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 32 | $9.27K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 34 | $9.22K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33 | $9.00K | 0.00% | −5,925−99.4% | Reduced |
| Private Wealth Management Group, LLC | 30 | $8.69K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 29 | $8.40K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 28 | $8.25K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 23 | $6.66K | 0.00% | +23 | New |
| Pandora Wealth, Inc. | 23 | $6.66K | 0.00% | +23 | New |
| Total Investment Management Inc | 22 | $6.39K | 0.00% | +22 | New |