| Solstein Capital, LLC | 110 | $27.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 109 | $27.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 106 | $27.0K | 0.00% | −8−7.0% | Reduced |
| Allied Private Wealth LLC | 107 | $26.4K | 0.02% | +107 | New |
| High Note Wealth, LLC | 106 | $26.3K | 0.00% | −5−4.5% | Reduced |
| Oakworth Capital, Inc. | 103 | $25.6K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 103 | $25.6K | 0.02% | +30+41.1% | Added |
| Flagship Wealth Advisors, LLC | 103 | $25.6K | 0.01% | +103 | New |
| Synergy Investment Management, LLC | 99 | $25.4K | 0.01% | +66+200.0% | Added |
| Catalyst Capital Advisors LLC | 101 | $25.1K | 0.00% | −53−34.4% | Reduced |
| Arlington Trust Co LLC | 101 | $25.1K | 0.00% | +35+53.0% | Added |
| Bollard Group LLC | 99 | $25.0K | 0.00% | +99 | New |
| Monetary Management Group Inc | 100 | $24.8K | 0.01% | −200−66.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 100 | $24.8K | 0.01% | 00.0% | Unchanged |
| NBH Bank | 100 | $24.8K | 0.01% | +100 | New |
| Caitlin John, LLC | 97 | $24.1K | 0.01% | −822−89.4% | Reduced |
| Gen-Wealth Partners Inc | 93 | $23.1K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 91 | $23.0K | 0.02% | +25+37.9% | Added |
| Loomis Sayles & Co L P | 92 | $22.9K | 0.00% | +36+64.3% | Added |
| Picton Mahoney Asset Management | 91 | $22.6K | 0.00% | +91 | New |
| Sittner & Nelson, LLC | 89 | $22.1K | 0.01% | +2+2.3% | Added |
| Institute for Wealth Management, LLC. | 85 | $21.1K | 0.00% | +85 | New |
| Marshall Investment Management, LLC | 85 | $21.1K | 0.01% | +85 | New |
| Avion Wealth | 85 | $21.0K | 0.00% | +2+2.4% | Added |
| Wilkerson Advisory Group LLC | 83 | $20.6K | 0.01% | +54+186.2% | Added |
| West Branch Capital LLC | 79 | $19.6K | 0.00% | −150−65.5% | Reduced |
| United Community Bank | 79 | $19.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 79 | $19.6K | 0.02% | +39+97.5% | Added |
| Olistico Wealth, LLC | 77 | $19.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 76 | $18.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $18.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $18.7K | 0.00% | +17+29.3% | Added |
| Benson Wealth Management INC | 75 | $18.6K | 0.02% | −75−50.0% | Reduced |
| UMA Financial Services, Inc. | 72 | $17.9K | 0.00% | −61−45.9% | Reduced |
| Mosley Wealth Management | 70 | $17.4K | 0.01% | +70 | New |
| Phillip James Consulting Co. | 70 | $17.4K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 70 | $17.4K | 0.00% | +7+11.1% | Added |
| Cape Investment Advisory, Inc. | 66 | $16.5K | 0.00% | +66 | New |
| Commonwealth Retirement Investments LLC | 66 | $16.4K | 0.00% | +66 | New |
| Piscataqua Savings Bank | 66 | $16.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 65 | $16.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 64 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 62 | $15.4K | 0.01% | +39+169.6% | Added |
| Raffa Wealth Management, LLC | 61 | $15.2K | 0.00% | +10+19.6% | Added |
| Axxion S.A. | 61 | $15.2K | 0.00% | +61 | New |
| Bangor Savings Bank | 60 | $14.9K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 59 | $14.7K | 0.01% | +22+59.5% | Added |
| Indiana Trust & Investment Management CO | 58 | $14.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $14.4K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $14.4K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 57 | $14.3K | 0.00% | +57 | New |
| FWL Investment Management, LLC | 56 | $13.9K | 0.00% | −2−3.4% | Reduced |
| Triumph Capital Management | 53 | $13.2K | 0.00% | −10−15.9% | Reduced |
| Atlantic Trust, LLC | 53 | $13.2K | 0.00% | −12−18.5% | Reduced |
| WPG Advisers, LLC | 53 | $13.0K | 0.01% | −5−8.6% | Reduced |
| Fountainhead AM, LLC | 52 | $12.9K | 0.01% | −51−49.5% | Reduced |
| Joseph Group Capital Management | 52 | $12.9K | 0.00% | +1+2.0% | Added |
| South State Corp. | 51 | $12.7K | 0.00% | −29−36.3% | Reduced |
| Godsey & Gibb Associates | 51 | $12.7K | 0.00% | −5−8.9% | Reduced |
| Founders Capital Management | 50 | $12.5K | 0.01% | +20+66.7% | Added |
| Westend Capital Management, LLC | 50 | $12.4K | 0.00% | −50−50.0% | Reduced |
| Pingora Partners LLC | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $12.4K | 0.01% | +50 | New |
| Insight Financial Services | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 49 | $12.2K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 45 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 45 | $11.2K | 0.01% | +25+125.0% | Added |
| Copeland Capital Management, LLC | 45 | $11.2K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 43 | $10.7K | 0.00% | −387−90.0% | Reduced |
| S&T Bank | 43 | $10.7K | 0.00% | −13−23.2% | Reduced |
| Corsicana & Co. | 40 | $9.94K | 0.00% | +40 | New |
| Quest 10 Wealth Builders, Inc. | 40 | $9.87K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 39 | $9.72K | 0.00% | −685−94.6% | Reduced |
| Kilter Group LLC | 38 | $9.44K | 0.00% | +2+5.6% | Added |
| NorthAvenue LLC | 37 | $9.19K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 37 | $9.19K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 37 | $9.19K | 0.00% | +21+131.3% | Added |
| HHM Wealth Advisors, LLC | 37 | $9.19K | 0.00% | +25+208.3% | Added |
| Ogorek Anthony Joseph | 37 | $9.00K | 0.00% | −2−5.1% | Reduced |
| True Wealth Design, LLC | 36 | $8.94K | 0.00% | −58−61.7% | Reduced |
| Thompson Investment Management, Inc. | 36 | $8.94K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 35 | $8.79K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 33 | $8.22K | 0.00% | −7−17.5% | Reduced |
| Country Trust Bank | 33 | $8.20K | 0.00% | −23−41.1% | Reduced |
| Montgomery Financial Services LLC | 33 | $8.20K | 0.01% | +33 | New |
| Caldwell Sutter Capital, Inc. | 32 | $7.95K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $7.45K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 30 | $7.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $7.20K | 0.00% | −6−17.1% | Reduced |
| Paladin Advisory Group, LLC | 29 | $7.20K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 29 | $7.20K | 0.00% | +29 | New |
| Penserra Capital Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 28 | $6.96K | 0.00% | −5−15.2% | Reduced |
| Financial Gravity Companies, Inc. | 28 | $6.95K | 0.00% | +28 | New |
| Valued Wealth Advisors LLC | 26 | $6.46K | 0.00% | −7−21.2% | Reduced |
| Marquette Asset Management, LLC | 26 | $6.46K | 0.00% | −11−29.7% | Reduced |
| ZRC Wealth Management, LLC | 26 | $6.46K | 0.00% | +26 | New |
| Beaird Harris Wealth Management, LLC | 26 | $6.40K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 25 | $6.21K | 0.00% | 00.0% | Unchanged |