| Basecamp Wealth Advisors LLC | 117 | $31.8K | 0.01% | +79+207.9% | Added |
| Avion Wealth | 120 | $32.0K | 0.01% | +9+8.1% | Added |
| Morse Asset Management, Inc | 119 | $32.4K | 0.01% | −14−10.5% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 120 | $32.6K | 0.01% | −100−45.5% | Reduced |
| Rialto Wealth Management, LLC | 122 | $33.2K | 0.01% | +15+14.0% | Added |
| Hughes Financial Services, LLC | 125 | $34.0K | 0.00% | +24+23.8% | Added |
| Parkside Financial Bank & Trust | 126 | $34.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 129 | $35.1K | 0.00% | +100+344.8% | Added |
| WPG Advisers, LLC | 131 | $35.6K | 0.02% | +112+589.5% | Added |
| Bell Investment Advisors, Inc | 140 | $38.1K | 0.01% | −3−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 142 | $38.6K | 0.00% | −77−35.2% | Reduced |
| HighMark Wealth Management LLC | 150 | $40.8K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 150 | $40.8K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $40.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 151 | $41.1K | 0.01% | −51−25.2% | Reduced |
| LGT Financial Advisors LLC | 153 | $41.6K | 0.22% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 163 | $42.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 186 | $42.5K | 0.01% | −28−13.1% | Reduced |
| Zions Bancorporation, National Association | 158 | $43.0K | 0.00% | +40+33.9% | Added |
| Acumen Wealth Advisors, LLC | 158 | $43.0K | 0.01% | −30−16.0% | Reduced |
| City State Bank | 165 | $44.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 166 | $45.1K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 166 | $45.1K | 0.02% | +166 | New |
| Action Point Financial Planning, LLC | 189 | $50.3K | 0.01% | +189 | New |
| NBC Securities, Inc. | 188 | $51.1K | 0.00% | +63+50.4% | Added |
| Founders Capital Management | 200 | $54.4K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 200 | $54.4K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $54.4K | 0.01% | +200 | New |
| Massmutual Trust Co FSB | 207 | $56.3K | 0.00% | −85−29.1% | Reduced |
| Harbour Investments, Inc. | 233 | $63.4K | 0.00% | +153+191.3% | Added |
| Smithfield Trust Co | 240 | $65.0K | 0.00% | +240 | New |
| Clearstead Advisors, LLC | 246 | $66.9K | 0.00% | +243+8,100.0% | Added |
| Essential Partners LLC | 247 | $67.2K | 0.03% | −1,238−83.4% | Reduced |
| Pittenger & Anderson Inc | 250 | $68.0K | 0.00% | +250 | New |
| TD Waterhouse Canada Inc. | 263 | $68.2K | 0.00% | −22−7.7% | Reduced |
| Bogart Wealth, LLC | 272 | $74.0K | 0.00% | +257+1,713.3% | Added |
| Persistent Asset Partners Ltd | 277 | $75.3K | 0.02% | +277 | New |
| Atlantic Union Bankshares Corp | 294 | $80.0K | 0.00% | +20+7.3% | Added |
| TFC Financial Management | 299 | $81.3K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 300 | $81.6K | 0.03% | −3,300−91.7% | Reduced |
| Brown Brothers Harriman & Co | 309 | $84.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 310 | $84.3K | 0.02% | −48−13.4% | Reduced |
| Midwest Capital Advisors, LLC | 312 | $84.8K | 0.03% | 00.0% | Unchanged |
| Ossiam | 327 | $88.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 370 | $100.6K | 0.00% | −15−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 375 | $102.0K | 0.02% | +375 | New |
| Vision Financial Markets LLC | 397 | $102.9K | 0.09% | +155+64.0% | Added |
| Signature Equity Partners, LLC | 387 | $105.2K | 0.05% | +22+6.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $119.7K | 0.03% | +100+29.4% | Added |
| Palladiem, LLC | 450 | $122.4K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 484 | $131.6K | 0.02% | +208+75.4% | Added |
| Bernard Wealth Management Corp. | 500 | $136.0K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,680 | $140.0K | 0.01% | +1,680 | New |
| HM Payson & Co | 515 | $140.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 526 | $143.0K | 0.03% | +526 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 562 | $152.8K | 0.47% | −2,679−82.7% | Reduced |
| Kerr Financial Planning Corp | 575 | $156.4K | 0.17% | +575 | New |
| Lodestone Wealth Management LLC | 579 | $157.5K | 0.06% | +454+363.2% | Added |
| Edmond de Rothschild Holding S.A. | 588 | $159.9K | 0.00% | +588 | New |
| AlphaCentric Advisors LLC | 593 | $161.3K | 0.14% | +243+69.4% | Added |
| Newbridge Financial Services Group, Inc. | 607 | $165.1K | 0.02% | +365+150.8% | Added |
| Rothschild Investment LLC | 625 | $170.0K | 0.01% | −67−9.7% | Reduced |
| Creative Financial Designs Inc | 650 | $176.8K | 0.01% | +650 | New |
| Pflug Koory, LLC | 682 | $185.5K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 700 | $190.4K | 0.10% | +50+7.7% | Added |
| Hollencrest Capital Management | 700 | $190.4K | 0.01% | +700 | New |
| EFG International AG | 741 | $201.5K | 0.00% | −21,712−96.7% | Reduced |
| Symphony Financial, Ltd. Co. | 801 | $204.1K | 0.02% | +801 | New |
| Riverbend Wealth Management, LLC | 752 | $204.5K | 0.10% | +752 | New |
| Versant Capital Management, Inc | 755 | $205.3K | 0.02% | +56+8.0% | Added |
| Keel Point, LLC | 755 | $205.3K | 0.01% | +755 | New |
| FSM Wealth Advisors, LLC | 757 | $205.9K | 0.02% | +757 | New |
| Spire Wealth Management | 763 | $207.5K | 0.01% | +141+22.7% | Added |
| Ledyard National Bank | 851 | $208.6K | 0.02% | +851 | New |
| Family Management Corp | 768 | $208.9K | 0.02% | +768 | New |
| Ameritas Advisory Services, LLC | 773 | $210.2K | 0.00% | +773 | New |
| Garden State Investment Advisory Services LLC | 775 | $210.8K | 0.04% | −875−53.0% | Reduced |
| GFG Capital, LLC | 787 | $214.0K | 0.06% | +787 | New |
| Nolet Wealth Management, LLC | 788 | $214.2K | 0.12% | +788 | New |
| One Wealth Capital Management, LLC | 790 | $214.8K | 0.06% | +790 | New |
| Advisortrust Partners, LLC | 792 | $215.4K | 0.07% | +792 | New |
| Warren Averett Asset Management, LLC | 795 | $216.2K | 0.00% | +795 | New |
| Vestmark Advisory Solutions, Inc. | 799 | $217.3K | 0.00% | +799 | New |
| CTC Alternative Strategies, Ltd. | 800 | $217.6K | 0.31% | +800 | New |
| Magnus Financial Group LLC | 801 | $217.8K | 0.02% | +801 | New |
| Peak Planning Group, LLC | 806 | $219.2K | 0.05% | +806 | New |
| Elequin Capital LP | 808 | $219.7K | 0.01% | +776+2,425.0% | Added |
| Genesee Capital Advisors, LLC | 810 | $220.3K | 0.07% | +810 | New |
| Impact Investors, Inc | 810 | $220.3K | 0.16% | +810 | New |
| Advisors Capital Management, LLC | 812 | $220.8K | 0.00% | +812 | New |
| Rehmann Capital Advisory Group | 843 | $221.9K | 0.01% | +843 | New |
| Douglas Lane & Associates, LLC | 822 | $223.5K | 0.00% | +822 | New |
| Pensionmark Financial Group, LLC | 1,907 | $227.6K | 0.00% | −439−18.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 842 | $229.0K | 0.03% | +63+8.1% | Added |
| Core Wealth Partners LLC | 850 | $231.2K | 0.10% | +850 | New |
| Heron Bay Capital Management | 854 | $232.2K | 0.02% | +854 | New |
| Sowell Financial Services LLC | 855 | $232.5K | 0.01% | +855 | New |
| Regions Financial Corp | 857 | $233.1K | 0.00% | +857 | New |
| Crestwood Advisors Group LLC | 858 | $233.3K | 0.00% | +858 | New |
| Advisor OS, LLC | 861 | $234.2K | 0.02% | +861 | New |
