| Gill Capital Partners, LLC | 263 | $30.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 265 | $30.0K | 0.02% | −673−71.7% | Reduced |
| Essential Partners LLC | 261 | $29.8K | 0.01% | −673−72.1% | Reduced |
| Los Angeles Capital Management LLC | 256 | $29.3K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 245 | $28.0K | 0.01% | +11+4.7% | Added |
| Versant Capital Management, Inc | 237 | $27.1K | 0.00% | +182+330.9% | Added |
| Measured Wealth Private Client Group, LLC | 232 | $26.5K | 0.01% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 225 | $25.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 217 | $24.8K | 0.00% | −341−61.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215 | $24.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 213 | $24.3K | 0.00% | +58+37.4% | Added |
| Compass Financial Management LLC | 179 | $24.3K | 0.00% | +179 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 184 | $21.0K | 0.00% | −6−3.2% | Reduced |
| Elevated Capital Advisors, LLC | 177 | $20.2K | 0.01% | −425−70.6% | Reduced |
| Richardson Financial Services Inc. | 159 | $18.2K | 0.01% | +159 | New |
| Parkside Financial Bank & Trust | 158 | $18.1K | 0.00% | +15+10.5% | Added |
| WealthCollab, LLC | 144 | $16.5K | 0.01% | −68−32.1% | Reduced |
| Valued Wealth Advisors LLC | 132 | $15.1K | 0.01% | +26+24.5% | Added |
| Deseret Mutual Benefit Administrators | 125 | $14.3K | 0.00% | −10−7.4% | Reduced |
| Atlantic Trust, LLC | 117 | $13.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 100 | $11.4K | 0.01% | +100 | New |
| SWAN Capital LLC | 98 | $11.2K | 0.00% | +10+11.4% | Added |
| Manchester Capital Management LLC | 93 | $10.6K | 0.00% | −64−40.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 89 | $10.2K | 0.00% | +16+21.9% | Added |
| Private Trust Co NA | 87 | $9.96K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 84 | $9.60K | 0.00% | +14+20.0% | Added |
| Westside Investment Management, Inc. | 80 | $9.14K | 0.00% | −4−4.8% | Reduced |
| Persistent Asset Partners Ltd | 80 | $9.14K | 0.00% | +80 | New |
| True Wealth Design, LLC | 73 | $8.34K | 0.00% | +6+9.0% | Added |
| CoreCap Advisors, LLC | 66 | $7.54K | 0.00% | −181−73.3% | Reduced |
| CVA Family Office, LLC | 66 | $7.54K | 0.00% | +5+8.2% | Added |
| Silver Grove Financial Group, Inc. | 66 | $7.54K | 0.00% | +66 | New |
| Colonial Trust Co | 66 | $7.51K | 0.00% | +8+13.8% | Added |
| Clearstead Advisors, LLC | 64 | $7.32K | 0.00% | +54+540.0% | Added |
| Sachetta, LLC | 62 | $7.09K | 0.00% | +8+14.8% | Added |
| Private Wealth Management Group, LLC | 59 | $6.74K | 0.00% | −15−20.3% | Reduced |
| Bell Investment Advisors, Inc | 58 | $6.63K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 54 | $6.17K | 0.00% | +46+575.0% | Added |
| Avion Wealth | 55 | $6.00K | 0.00% | +43+358.3% | Added |
| SJS Investment Consulting Inc. | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $5.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 45 | $5.14K | 0.00% | +4+9.8% | Added |
| Continuum Advisory, LLC | 44 | $5.03K | 0.00% | +44 | New |
| Cedar Mountain Advisors, LLC | 36 | $4.12K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 37 | $4.12K | 0.00% | +37 | New |
| J.Safra Asset Management Corp | 34 | $3.89K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $3.77K | 0.00% | +2+6.5% | Added |
| Mountain Hill Investment Partners Corp. | 32 | $3.70K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $3.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28 | $3.20K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 27 | $3.09K | 0.00% | −7−20.6% | Reduced |
| Activest Wealth Management | 27 | $3.09K | 0.00% | +5+22.7% | Added |
| Smartleaf Asset Management LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $2.86K | 0.00% | +25 | New |
| Ancora Advisors, LLC | 25 | $2.86K | 0.00% | −312−92.6% | Reduced |
| South State Corp. | 24 | $2.74K | 0.00% | +8+50.0% | Added |
| Keating Financial Advisory Services, Inc. | 24 | $2.74K | 0.00% | +4+20.0% | Added |
| JPL Wealth Management, LLC | 21 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 20 | $2.29K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.17K | 0.00% | +6+46.2% | Added |
| SHP Wealth Management | 19 | $2.17K | 0.00% | +6+46.2% | Added |
| Cornerstone Planning Group LLC | 15 | $2.06K | 0.00% | −3−16.7% | Reduced |
| Rakuten Securities, Inc. | 18 | $2.06K | 0.00% | −256−93.4% | Reduced |
| Investors Portfolio Services LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.83K | 0.00% | +12+300.0% | Added |
| First Horizon Corp | 16 | $1.83K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 13 | $1.49K | 0.00% | −107−89.2% | Reduced |
| Creative Capital Management Investments LLC | 13 | $1.49K | 0.00% | +13 | New |
| MV Capital Management, Inc. | 12 | $1.37K | 0.00% | +1+9.1% | Added |
| Institute for Wealth Management, LLC. | 12 | $1.34K | 0.00% | +12 | New |
| Montag A & Associates Inc | 11 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $1.26K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $1.26K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Cullen/Frost Bankers, Inc. | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $1.03K | 0.00% | +1+12.5% | Added |
| American Capital Advisory, LLC | 8 | $915 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $915 | 0.00% | +6+300.0% | Added |
| Bartlett & Co. Wealth Management LLC | 8 | $914 | 0.00% | +4+100.0% | Added |
| Horizon Financial Services, LLC | 8 | $914 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 7 | $782 | 0.00% | +2+40.0% | Added |
| Ares Financial Consulting, LLC | 6 | $686 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $686 | 0.00% | +5+500.0% | Added |
| Zions Bancorporation, National Association | 6 | $686 | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 6 | $686 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 5 | $572 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $572 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $572 | 0.00% | +5 | New |
| Copeland Capital Management, LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
