| Retirement Wealth Solutions LLC | 36 | $14.2K | 0.01% | +1+2.9% | Added |
| Continuum Advisory, LLC | 36 | $14.2K | 0.00% | +36 | New |
| Altshuler Shaham Ltd | 37 | $14.6K | 0.00% | +37 | New |
| Crewe Advisors LLC | 37 | $14.6K | 0.00% | +37 | New |
| Holos Integrated Wealth LLC | 47 | $14.8K | 0.01% | +47 | New |
| Adirondack Trust Co | 39 | $15.4K | 0.00% | +39 | New |
| Rialto Wealth Management, LLC | 39 | $15.4K | 0.00% | +17+77.3% | Added |
| Markowski Investments | 40 | $15.8K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 41 | $16.2K | 0.00% | +11+36.7% | Added |
| Financial Network Wealth Advisors LLC | 41 | $16.2K | 0.02% | +24+141.2% | Added |
| TIAA Wealth Investment Management LLC | 41 | $16.2K | 0.00% | +41 | New |
| Intesa Sanpaolo Wealth Management | 43 | $17.0K | 0.00% | +43 | New |
| Bayban | 44 | $17.4K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 44 | $17.4K | 0.00% | +2+4.8% | Added |
| Dogwood Wealth Management LLC | 44 | $17.4K | 0.01% | +14+46.7% | Added |
| Measured Wealth Private Client Group, LLC | 45 | $17.8K | 0.00% | −71−61.2% | Reduced |
| Princeton Global Asset Management LLC | 45 | $17.8K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 45 | $17.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 45 | $17.8K | 0.00% | +14+45.2% | Added |
| Ameriflex Group, Inc. | 47 | $18.5K | 0.01% | +15+46.9% | Added |
| Strategic Wealth Partners, Ltd. | 49 | $19.3K | 0.00% | +5+11.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 50 | $19.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 53 | $20.0K | 0.00% | +9+20.5% | Added |
| Joseph Group Capital Management | 51 | $20.1K | 0.00% | +51 | New |
| MCF Advisors LLC | 53 | $20.9K | 0.00% | −104−66.2% | Reduced |
| Silver Grove Financial Group, Inc. | 58 | $22.9K | 0.01% | +58 | New |
| Wellington-Altus USA Inc. | 97 | $23.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 59 | $23.3K | 0.00% | +27+84.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 59 | $23.3K | 0.01% | +59 | New |
| Moisand Fitzgerald Tamayo, LLC | 61 | $24.1K | 0.00% | +61 | New |
| Marshall Investment Management, LLC | 73 | $28.8K | 0.01% | +63+630.0% | Added |
| Basecamp Wealth Advisors LLC | 75 | $29.6K | 0.01% | +8+11.9% | Added |
| Quent Capital, LLC | 78 | $30.8K | 0.00% | +49+169.0% | Added |
| WPG Advisers, LLC | 80 | $31.6K | 0.02% | −21−20.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 81 | $32.0K | 0.00% | −160−66.4% | Reduced |
| Vanguard National Trust Co | 81 | $32.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 81 | $32.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 91 | $35.9K | 0.00% | −1,309−93.5% | Reduced |
| Action Point Financial Planning, LLC | 95 | $35.9K | 0.00% | +95 | New |
| Private Wealth Management Group, LLC | 92 | $36.3K | 0.01% | +1+1.1% | Added |
| Wolff Wiese Magana LLC | 93 | $36.7K | 0.02% | +68+272.0% | Added |
| Osbon Capital Management LLC | 96 | $37.9K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 97 | $38.3K | 0.00% | +97 | New |
| ORG Wealth Partners, LLC | 99 | $39.1K | 0.01% | +99 | New |
| Costello Asset Management, INC | 100 | $39.4K | 0.01% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 100 | $39.4K | 0.01% | +25+33.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $39.4K | 0.02% | +100 | New |
| Flagship Wealth Advisors, LLC | 100 | $39.4K | 0.01% | +100 | New |
| Burnham & Co LLC | 100 | $39.4K | 0.03% | +100 | New |
| Bare Financial Services, Inc | 103 | $40.6K | 0.01% | +9+9.6% | Added |
| Cornerstone Financial Management LLC | 104 | $41.0K | 0.03% | +24+30.0% | Added |
| Strengthening Families & Communities, LLC | 105 | $41.4K | 0.01% | +5+5.0% | Added |
| First Command Advisory Services, Inc. | 108 | $42.6K | 0.00% | +101+1,442.9% | Added |
| Bryn Mawr Trust Co | 108 | $42.6K | 0.00% | +108 | New |
| Advocate Investing Services LLC | 110 | $43.4K | 0.03% | +60+120.0% | Added |
| Bell Investment Advisors, Inc | 112 | $44.2K | 0.01% | +2+1.8% | Added |
| Farmers & Merchants Investments Inc | 113 | $44.6K | 0.00% | −10−8.1% | Reduced |
| LRI Investments, LLC | 114 | $45.0K | 0.00% | +8+7.5% | Added |
| Capital Advisor Network LLC | 114 | $45.0K | 0.06% | +114 | New |
| Creative Financial Designs Inc | 116 | $45.8K | 0.00% | −5−4.1% | Reduced |
| Cedar Mountain Advisors, LLC | 117 | $46.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 121 | $47.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 121 | $47.7K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 121 | $47.7K | 0.02% | +26+27.4% | Added |
| Evermay Wealth Management LLC | 124 | $48.9K | 0.01% | +124 | New |
| Indiana Trust & Investment Management CO | 130 | $51.3K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 133 | $52.5K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 138 | $54.4K | 0.02% | −1,293−90.4% | Reduced |
| JFS Wealth Advisors, LLC | 144 | $56.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $59.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 154 | $60.7K | 0.00% | +105+214.3% | Added |
| 1248 Management, LLC | 159 | $62.7K | 0.02% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 166 | $65.5K | 0.02% | −1,000−85.8% | Reduced |
| C M Bidwell & Associates Ltd | 186 | $73.4K | 0.03% | −591−76.1% | Reduced |
| Triumph Capital Management | 189 | $74.6K | 0.01% | +31+19.6% | Added |
| PFS Partners, LLC | 194 | $76.5K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 196 | $77.5K | 0.00% | +129+192.5% | Added |
| Mather Group, LLC. | 204 | $80.5K | 0.00% | +63+44.7% | Added |
| Zions Bancorporation, National Association | 215 | $84.8K | 0.01% | +9+4.4% | Added |
| St Germain D J Co Inc | 218 | $86.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 235 | $92.7K | 0.02% | +3+1.3% | Added |
| HM Payson & Co | 235 | $92.7K | 0.00% | +235 | New |
| Close Asset Management Ltd | 247 | $97.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 249 | $98.2K | 0.00% | +98+64.9% | Added |
| CDKV Holdings LLC | 250 | $98.6K | 0.08% | −75−23.1% | Reduced |
| Napier Financial, LLC | 256 | $101.0K | 0.02% | +256 | New |
| Generali Asset Management SPA SGR | 273 | $107.7K | 0.00% | +81+42.2% | Added |
| CVA Family Office, LLC | 274 | $108.1K | 0.01% | +87+46.5% | Added |
| Investors Portfolio Services LLC | 288 | $113.7K | 0.09% | +228+380.0% | Added |
| Financial Consulate, Inc | 297 | $117.3K | 0.01% | +29+10.8% | Added |
| Caldwell Trust Co | 300 | $118.3K | 0.01% | +300 | New |
| Meeder Asset Management Inc | 301 | $118.7K | 0.01% | +224+290.9% | Added |
| Motco | 305 | $120.3K | 0.01% | +5+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 401 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ares Systematic Credit Ltd | 324 | $127.8K | 0.08% | +324 | New |
| Rossby Financial, LCC | 326 | $128.6K | 0.02% | −172−34.5% | Reduced |
| Founders Capital Management | 330 | $130.2K | 0.06% | −20−5.7% | Reduced |
| Colonial Trust Co | 331 | $130.6K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 331 | $130.6K | 0.00% | +331 | New |
| Wealth Enhancement Trust Services, Inc. | 334 | $131.8K | 0.01% | +84+33.6% | Added |