| Continuum Advisory, LLC | 241 | $182.6K | 0.01% | +241 | New |
| Huntington National Bank | 236 | $178.8K | 0.00% | +31+15.1% | Added |
| Ninety One UK Ltd | 231 | $175.0K | 0.00% | +231 | New |
| Larson Financial Group LLC | 219 | $165.9K | 0.00% | +70+47.0% | Added |
| TSFG, LLC | 217 | $164.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 216 | $163.7K | 0.00% | −164−43.2% | Reduced |
| Wilkerson Advisory Group LLC | 205 | $155.3K | 0.05% | −25−10.9% | Reduced |
| USA Financial Formulas | 205 | $155.3K | 0.03% | +205 | New |
| Vanguard National Trust Co | 204 | $154.6K | 0.01% | −30−12.8% | Reduced |
| Kemnay Advisory Services Inc. | 194 | $147.0K | 0.02% | +162+506.3% | Added |
| Westpac Banking Corp | 175 | $132.6K | 0.01% | −7−3.8% | Reduced |
| Wellington Shields & Co., LLC | 169 | $128.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 169 | $127.7K | 0.00% | +17+11.2% | Added |
| South State Corp. | 168 | $127.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 154 | $116.7K | 0.00% | −6−3.8% | Reduced |
| Group One Trading, L.P. | 152 | $115.2K | 0.00% | −44−22.4% | Reduced |
| TIAA Wealth Investment Management LLC | 147 | $111.4K | 0.00% | +124+539.1% | Added |
| Cary Street Partner Investment Advisory LLC | 142 | $107.6K | 0.02% | +8+6.0% | Added |
| Ancora Advisors, LLC | 136 | $103.1K | 0.00% | −24−15.0% | Reduced |
| Ronald Blue Trust, Inc. | 131 | $99.3K | 0.00% | +4+3.1% | Added |
| Park Place Capital Corp | 129 | $97.8K | 0.02% | −44−25.4% | Reduced |
| Cedar Mountain Advisors, LLC | 128 | $97.0K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 120 | $90.9K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 117 | $88.7K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 116 | $87.9K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 115 | $87.0K | 0.02% | −20−14.8% | Reduced |
| 1 North Wealth Services LLC | 100 | $75.8K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 93 | $70.5K | 0.01% | −3−3.1% | Reduced |
| Park National Corp | 93 | $70.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 91 | $69.0K | 0.01% | −239−72.4% | Reduced |
| CoreCap Advisors, LLC | 91 | $69.0K | 0.00% | +90+9,000.0% | Added |
| Generali Asset Management SPA SGR | 87 | $65.9K | 0.00% | +87 | New |
| YANKCOM Partnership | 86 | $65.2K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 86 | $65.2K | 0.05% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 83 | $62.9K | 0.02% | +83 | New |
| Trust Co of Vermont | 80 | $60.6K | 0.00% | +80 | New |
| Brown Brothers Harriman & Co | 79 | $59.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $59.4K | 0.01% | +2+2.5% | Added |
| CVA Family Office, LLC | 78 | $59.1K | 0.01% | +2+2.6% | Added |
| Parkside Financial Bank & Trust | 76 | $57.6K | 0.00% | +8+11.8% | Added |
| First Horizon Corp | 66 | $50.0K | 0.00% | +4+6.5% | Added |
| UMA Financial Services, Inc. | 64 | $48.5K | 0.01% | +1+1.6% | Added |
| Fortitude Family Office, LLC | 63 | $47.7K | 0.01% | +7+12.5% | Added |
| Mather Group, LLC. | 62 | $47.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $44.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 56 | $42.4K | 0.02% | +8+16.7% | Added |
| Tokio Marine Asset Management Co Ltd | 55 | $41.7K | 0.00% | +55 | New |
| ZRC Wealth Management, LLC | 54 | $40.9K | 0.01% | +38+237.5% | Added |
| Western Pacific Wealth Management, LP | 52 | $39.4K | 0.04% | +52 | New |
| Graney & King, LLC | 50 | $37.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 48 | $36.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 47 | $35.6K | 0.00% | +3+6.8% | Added |
| Bullock Wealth Management Group | 45 | $34.1K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 42 | $31.9K | 0.01% | −18−30.0% | Reduced |
| Action Point Financial Planning, LLC | 42 | $31.1K | 0.00% | +42 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 40 | $30.3K | 0.00% | −200−83.3% | Reduced |
| Quantbot Technologies LP | 39 | $29.6K | 0.00% | +39 | New |
| Private Trust Co NA | 37 | $28.0K | 0.00% | +7+23.3% | Added |
| Activest Wealth Management | 36 | $27.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $25.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $24.2K | 0.00% | −2−5.9% | Reduced |
| Contravisory Investment Management, Inc. | 31 | $23.5K | 0.00% | −1−3.1% | Reduced |
| Stone House Investment Management, LLC | 30 | $22.7K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 32 | $21.8K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $21.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 26 | $19.7K | 0.00% | +7+36.8% | Added |
| Anchor Investment Management, LLC | 25 | $18.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 25 | $18.9K | 0.01% | +25 | New |
| Vision Retirement, LLC | 24 | $18.3K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 24 | $18.2K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $17.4K | 0.02% | −4−14.8% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $16.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $16.7K | 0.00% | +5+29.4% | Added |
| Bare Financial Services, Inc | 21 | $15.9K | 0.00% | +10+90.9% | Added |
| Cherry Tree Wealth Management, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $15.2K | 0.00% | +1+5.3% | Added |
| FWL Investment Management, LLC | 19 | $14.4K | 0.00% | +10+111.1% | Added |
| Avion Wealth | 19 | $14.0K | 0.00% | +3+18.8% | Added |
| Rossby Financial, LCC | 18 | $13.6K | 0.00% | +6+50.0% | Added |
| Covestor Ltd | 16 | $13.0K | 0.01% | −13−44.8% | Reduced |
| Elequin Capital LP | 17 | $12.9K | 0.00% | +7+70.0% | Added |
| IMA Wealth, Inc. | 16 | $12.1K | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 16 | $12.1K | 0.00% | −1−5.9% | Reduced |
| Richardson Financial Services Inc. | 16 | $12.1K | 0.01% | −1−5.9% | Reduced |
| Atlantic Trust, LLC | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $11.4K | 0.00% | +3+25.0% | Added |
| Cape Investment Advisory, Inc. | 14 | $10.6K | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 12 | $9.09K | 0.00% | +8+200.0% | Added |
| Basecamp Wealth Advisors LLC | 11 | $8.34K | 0.00% | +8+266.7% | Added |
| Silver Grove Financial Group, Inc. | 11 | $8.34K | 0.00% | +11 | New |
| SHP Wealth Management | 10 | $7.68K | 0.00% | +7+233.3% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $7.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $7.41K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 9 | $6.82K | 0.00% | +2+28.6% | Added |
| Hughes Financial Services, LLC | 9 | $6.82K | 0.00% | +3+50.0% | Added |
| Cromwell Holdings LLC | 8 | $6.06K | 0.00% | +4+100.0% | Added |
| HFM Investment Advisors, LLC | 8 | $6.06K | 0.00% | +5+166.7% | Added |