| Park Place Capital Corp | 251 | $78.1K | 0.03% | −194−43.6% | Reduced |
| Clear Investment Research, LLC | 250 | $77.8K | 0.10% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 245 | $76.3K | 0.01% | −4−1.6% | Reduced |
| Rothschild Investment LLC | 243 | $75.6K | 0.01% | +27+12.5% | Added |
| Venturi Wealth Management, LLC | 238 | $74.1K | 0.00% | +107+81.7% | Added |
| ZRC Wealth Management, LLC | 237 | $73.8K | 0.04% | +237 | New |
| Kelly Financial Services LLC | 223 | $69.4K | 0.03% | +116+108.4% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $62.3K | 0.00% | −1,507−88.3% | Reduced |
| St Germain D J Co Inc | 200 | $62.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 193 | $60.0K | 0.01% | +70+56.9% | Added |
| Benjamin Edwards Inc | 184 | $57.0K | 0.01% | +184 | New |
| Farmers & Merchants Investments Inc | 182 | $56.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 179 | $55.7K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 178 | $55.4K | 0.00% | +5+2.9% | Added |
| Caitlin John, LLC | 160 | $49.8K | 0.04% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 160 | $49.8K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 155 | $48.2K | 0.01% | −78−33.5% | Reduced |
| Rise Advisors, LLC | 146 | $45.4K | 0.02% | +146 | New |
| Barrett & Company, Inc. | 145 | $45.1K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 129 | $40.2K | 0.00% | −33−20.4% | Reduced |
| AdvisorNet Financial, Inc | 126 | $39.2K | 0.00% | +43+51.8% | Added |
| LGT Financial Advisors LLC | 123 | $38.3K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 120 | $37.4K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 118 | $36.7K | 0.00% | +102+637.5% | Added |
| Quest Partners LLC | 116 | $36.1K | 0.01% | −4,152−97.3% | Reduced |
| JFS Wealth Advisors, LLC | 111 | $34.6K | 0.00% | +27+32.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 107 | $33.3K | 0.01% | +32+42.7% | Added |
| Valley National Advisers Inc | 108 | $33.0K | 0.00% | +9+9.1% | Added |
| Prestige Wealth Management Group LLC | 106 | $33.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 104 | $32.4K | 0.01% | +104 | New |
| Ofi Invest Asset Management | 112 | $32.3K | 0.00% | +2+1.8% | Added |
| Continuum Advisory, LLC | 111 | $31.7K | 0.00% | +111 | New |
| Fortitude Family Office, LLC | 101 | $31.4K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $31.1K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $31.1K | 0.07% | +100 | New |
| GW&K Investment Management, LLC | 101 | $31.0K | 0.00% | −2−1.9% | Reduced |
| FinTrust Capital Advisors, LLC | 99 | $30.8K | 0.01% | −13−11.6% | Reduced |
| Deseret Mutual Benefit Administrators | 98 | $30.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89 | $27.7K | 0.00% | +21+30.9% | Added |
| Asset Dedication, LLC | 82 | $26.0K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 82 | $25.5K | 0.02% | +82 | New |
| Canton Hathaway, LLC | 80 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 81 | $25.0K | 0.02% | +81 | New |
| Magellan Asset Management Ltd | 80 | $24.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 77 | $24.0K | 0.00% | −100−56.5% | Reduced |
| Bullock Wealth Management Group | 74 | $23.1K | 0.02% | +74 | New |
| Front Row Advisors LLC | 74 | $23.0K | 0.01% | +74 | New |
| FWL Investment Management, LLC | 71 | $22.1K | 0.01% | −20−22.0% | Reduced |
| VisionPoint Advisory Group, LLC | 71 | $22.1K | 0.01% | −3−4.1% | Reduced |
| Aspire Private Capital, LLC | 71 | $22.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 70 | $21.8K | 0.01% | +70 | New |
| True Wealth Design, LLC | 69 | $21.5K | 0.01% | +2+3.0% | Added |
| Jones Financial Companies LLLP | 66 | $20.5K | 0.00% | +54+450.0% | Added |
| RFP Financial Group LLC | 63 | $19.6K | 0.01% | +17+37.0% | Added |
| Creekmur Asset Management LLC | 63 | $19.6K | 0.01% | +63 | New |
| Optiver Holding B.V. | 61 | $19.0K | 0.00% | +61 | New |
| SRS Capital Advisors, Inc. | 59 | $18.4K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 57 | $17.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $17.5K | 0.01% | −1−1.8% | Reduced |
| Pathway Financial Advisers, LLC | 56 | $17.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $16.5K | 0.00% | −1−1.9% | Reduced |
| REAP Financial Group, LLC | 51 | $15.9K | 0.00% | +9+21.4% | Added |
| Chilton Capital Management LLC | 50 | $15.6K | 0.00% | −28−35.9% | Reduced |
| Cetera Trust Company, N.A | 48 | $14.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $14.0K | 0.00% | −5−10.0% | Reduced |
| Ranger Investment Management, L.P. | 42 | $13.1K | 0.00% | +14+50.0% | Added |
| Nemes Rush Group LLC | 40 | $12.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $11.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 36 | $11.2K | 0.00% | −9−20.0% | Reduced |
| Red Tortoise LLC | 36 | $11.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 35 | $10.9K | 0.00% | −69−66.3% | Reduced |
| TFC Financial Management | 35 | $10.9K | 0.00% | +1+2.9% | Added |
| Private Wealth Management Group, LLC | 34 | $10.6K | 0.00% | −2−5.6% | Reduced |
| Hartford Financial Management Inc. | 33 | $10.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $10.3K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 32 | $9.96K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $9.65K | 0.00% | +31 | New |
| Atlas Capital Advisors LLC | 31 | $9.65K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $9.34K | 0.01% | +30 | New |
| Raffa Wealth Management, LLC | 29 | $9.03K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 29 | $9.03K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 28 | $8.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 28 | $8.72K | 0.00% | +28 | New |
| Frazier Financial Advisors, LLC | 27 | $8.40K | 0.01% | +11+68.8% | Added |
| Redmont Wealth Advisors LLC | 27 | $8.40K | 0.01% | +27 | New |
| Central Bank & Trust Co | 26 | $8.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $8.00K | 0.00% | +1+4.5% | Added |
| Hanson & Doremus Investment Management | 26 | $8.00K | 0.00% | +26 | New |
| Blue Bell Private Wealth Management, LLC | 24 | $7.47K | 0.00% | −6−20.0% | Reduced |
| First Pacific Financial | 24 | $7.47K | 0.00% | +6+33.3% | Added |
| Sofos Investments, Inc. | 23 | $7.24K | 0.00% | +23 | Added |
| DT Investment Partners, LLC | 23 | $7.16K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $7.16K | 0.01% | +8+53.3% | Added |
| First Foundation Advisors | 23 | $7.16K | 0.00% | +23 | New |
| Mma Asset Management LLC | 23 | $7.16K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $7.07K | 0.01% | +4+21.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 22 | $6.85K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $6.81K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $6.23K | 0.00% | 00.0% | Unchanged |