| TCI Wealth Advisors, Inc. | 105 | $68.8K | 0.01% | +96+1,066.7% | Added |
| Glassy Mountain Advisors, Inc. | 104 | $68.1K | 0.04% | +104 | New |
| ICA Group Wealth Management, LLC | 102 | $66.8K | 0.02% | +102 | New |
| Sutton Wealth Advisors Inc. | 100 | $65.5K | 0.02% | −4−3.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 99 | $65.0K | 0.00% | −33−25.0% | Reduced |
| Clear Street Markets LLC | 98 | $64.0K | 0.01% | −16−14.0% | Reduced |
| Glassman Wealth Services | 96 | $62.9K | 0.01% | +39+68.4% | Added |
| Core Alternative Capital | 95 | $62.3K | 0.01% | −35−26.9% | Reduced |
| Sargent Bickham Lagudis LLC | 92 | $60.3K | 0.00% | −3−3.2% | Reduced |
| Column Capital Advisors, LLC | 86 | $56.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 84 | $55.0K | 0.00% | +84 | New |
| Achmea Investment Management B.V. | 89 | $55.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 83 | $54.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 78 | $51.1K | 0.04% | −20−20.4% | Reduced |
| Sandy Spring Bank | 78 | $51.1K | 0.00% | +7+9.9% | Added |
| Center for Financial Planning, Inc. | 77 | $50.4K | 0.01% | +57+285.0% | Added |
| Castleview Partners, LLC | 74 | $48.5K | 0.05% | +12+19.4% | Added |
| International Assets Investment Management, LLC | 10,061 | $47.9K | 0.00% | +10,035+38,596.2% | Added |
| Baker Avenue Asset Management, LP | 73 | $47.8K | 0.00% | +73 | New |
| Alpha Paradigm Partners, LLC | 71 | $47.0K | 0.02% | +71 | New |
| Jackson, Grant Investment Advisers, Inc. | 71 | $46.5K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $45.2K | 0.00% | −83−54.6% | Reduced |
| Seldon Capital LP | 69 | $45.2K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 69 | $45.2K | 0.03% | +69 | New |
| JDM Financial Group LLC | 66 | $43.2K | 0.04% | +66 | New |
| Rational Advisors LLC | 65 | $42.6K | 0.00% | +2+3.2% | Added |
| Heritage Wealth Management, LLC | 62 | $40.6K | 0.01% | +31+100.0% | Added |
| Bell Investment Advisors, Inc | 62 | $40.4K | 0.01% | +7+12.7% | Added |
| Accurate Wealth Management, LLC | 58 | $40.3K | 0.01% | +58 | New |
| Ellevest, Inc. | 61 | $40.0K | 0.00% | +9+17.3% | Added |
| Anchor Investment Management, LLC | 61 | $40.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 60 | $39.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 53 | $34.7K | 0.01% | +6+12.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $32.1K | 0.01% | −21−30.0% | Reduced |
| CVA Family Office, LLC | 48 | $31.4K | 0.01% | −85−63.9% | Reduced |
| MV Capital Management, Inc. | 48 | $31.4K | 0.00% | +16+50.0% | Added |
| Institutional & Family Asset Management, LLC | 47 | $30.8K | 0.01% | −19−28.8% | Reduced |
| Trustcore Financial Services, LLC | 45 | $29.5K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 42 | $27.6K | 0.02% | +42 | New |
| GoalVest Advisory LLC | 42 | $27.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $27.0K | 0.02% | −4−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 41 | $26.9K | 0.00% | −9−18.0% | Reduced |
| Crewe Advisors LLC | 40 | $26.2K | 0.00% | −32−44.4% | Reduced |
| Bellevue Group AG | 40 | $26.2K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 40 | $26.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $26.0K | 0.00% | −11−21.6% | Reduced |
| Earnest Partners LLC | 38 | $24.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 37 | $24.5K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 37 | $24.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 37 | $24.0K | 0.00% | +2+5.7% | Added |
| Glen Eagle Advisors, LLC | 35 | $22.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $22.8K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 34 | $22.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33 | $21.6K | 0.00% | +33 | New |
| Live Oak Investment Partners | – | $21.6K | 0.02% | – | New |
| Carolinas Wealth Consulting LLC | 32 | $21.0K | 0.00% | +28+700.0% | Added |
| Farther Finance Advisors, LLC | 31 | $20.3K | 0.01% | +31 | New |
| Barrett & Company, Inc. | 30 | $19.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 30 | $19.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 30 | $19.7K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 25 | $19.5K | 0.01% | +25 | New |
| Zullo Investment Group, Inc. | 28 | $18.3K | 0.01% | +3+12.0% | Added |
| Hazlett, Burt & Watson, Inc. | 26 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $16.4K | 0.01% | −10−28.6% | Reduced |
| Lumature Wealth Partners, LLC | 25 | $16.4K | 0.01% | −5−16.7% | Reduced |
| Vigilant Capital Management, LLC | 25 | $16.0K | 0.00% | −29−53.7% | Reduced |
| Massmutual Trust Co FSB | 24 | $16.0K | 0.00% | −16−40.0% | Reduced |
| Financial Management Professionals, Inc. | 24 | $16.0K | 0.00% | +4+20.0% | Added |
| Sugarloaf Wealth Management, LLC | 24 | $15.7K | 0.00% | +4+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $15.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 23 | $15.0K | 0.00% | −39−62.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $13.1K | 0.00% | +8+66.7% | Added |
| Piershale Financial Group, Inc. | 20 | $13.1K | 0.01% | +20 | New |
| Eagle Bay Advisors LLC | 19 | $12.4K | 0.01% | −2−9.5% | Reduced |
| Raffa Wealth Management, LLC | 18 | $11.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 18 | $11.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $11.1K | 0.00% | −11−39.3% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $11.0K | 0.00% | +5+41.7% | Added |
| Colonial Trust Co | 16 | $10.6K | 0.00% | +16 | New |
| Versant Capital Management, Inc | 16 | $10.5K | 0.00% | −1−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 16 | $10.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $10.5K | 0.00% | +10+166.7% | Added |
| Quarry LP | 16 | $10.5K | 0.01% | +16 | New |
| Pinnacle Bancorp, Inc. | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $7.86K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $7.86K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $7.86K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 11 | $7.21K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $7.00K | 0.00% | −16−61.5% | Reduced |
| Johnson Midwest Financial, LLC | 10 | $7.00K | 0.03% | +10 | New |
| Beacon Capital Management, LLC | 10 | $6.55K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $6.55K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $6.55K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $6.55K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 10 | $6.55K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 9 | $6.03K | 0.01% | +9 | New |
| BerganKDV Wealth Management, LLC | 9 | $5.98K | 0.00% | +3+50.0% | Added |
| Abound Wealth Management | 9 | $5.91K | 0.00% | −10−52.6% | Reduced |
