| Baystate Wealth Management LLC | 149 | $27.1K | 0.00% | +1+0.7% | Added |
| Deseret Mutual Benefit Administrators | 146 | $26.6K | 0.02% | −45−23.6% | Reduced |
| Activest Wealth Management | 145 | $26.4K | 0.01% | +145 | New |
| EdgeRock Capital LLC | 127 | $24.8K | 0.02% | +127 | New |
| Lowe Wealth Advisors, LLC | 136 | $24.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 135 | $24.6K | 0.00% | −36−21.1% | Reduced |
| Paloma Partners Management Co | 133 | $24.2K | 0.00% | +133 | New |
| Versant Capital Management, Inc | 128 | $23.3K | 0.01% | +3+2.4% | Added |
| Coppell Advisory Solutions LLC | 125 | $22.8K | 0.00% | +5+4.2% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $22.8K | 0.01% | +75+150.0% | Added |
| Oakworth Capital, Inc. | 122 | $22.2K | 0.00% | +80+190.5% | Added |
| Caitlin John, LLC | 121 | $22.0K | 0.02% | +121 | New |
| Bell Investment Advisors, Inc | 118 | $21.5K | 0.00% | −21−15.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 114 | $20.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 107 | $19.5K | 0.00% | −115−51.8% | Reduced |
| JNBA Financial Advisors | 105 | $19.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 104 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $18.0K | 0.00% | +6+6.4% | Added |
| Beacon Capital Management, LLC | 119 | $17.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 97 | $17.7K | 0.01% | +97 | New |
| Brown Brothers Harriman & Co | 96 | $17.5K | 0.00% | −11−10.3% | Reduced |
| Sunbelt Securities, Inc. | 90 | $16.4K | 0.00% | +27+42.9% | Added |
| JFS Wealth Advisors, LLC | 86 | $15.7K | 0.00% | +17+24.6% | Added |
| Sachetta, LLC | 85 | $15.5K | 0.01% | +85 | New |
| Atlantic Edge Private Wealth Management, LLC | 85 | $15.5K | 0.01% | +85 | New |
| Salomon & Ludwin, LLC | 96 | $14.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $13.7K | 0.00% | +35+87.5% | Added |
| Providence Capital Advisors, LLC | 68 | $12.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 66 | $12.0K | 0.00% | +66 | New |
| HHM Wealth Advisors, LLC | 64 | $11.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $11.7K | 0.00% | −81−55.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 61 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $10.9K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 58 | $10.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $10.4K | 0.00% | +11+23.9% | Added |
| Coston, McIsaac & Partners | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 52 | $9.47K | 0.00% | +52 | New |
| North Star Investment Management Corp. | 51 | $9.29K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 49 | $9.00K | 0.01% | +49 | New |
| Mesirow Financial Investment Management, Inc. | 49,063 | $8.93K | 0.00% | +49,063 | New |
| Focused Wealth Management, Inc | 49 | $8.92K | 0.00% | +49 | New |
| Manchester Capital Management LLC | 46 | $8.38K | 0.00% | +18+64.3% | Added |
| Lee Financial Co | 45 | $8.20K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $8.01K | 0.00% | −123−73.7% | Reduced |
| Financial Management Professionals, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $7.83K | 0.00% | +2+4.9% | Added |
| Red Tortoise LLC | 42 | $7.65K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $7.65K | 0.00% | +42 | New |
| Colonial Trust Advisors | 41 | $7.47K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $7.28K | 0.00% | −11−21.6% | Reduced |
| Geneos Wealth Management Inc. | 40 | $7.28K | 0.00% | +8+25.0% | Added |
| DB Wealth Management Group, LLC | 39 | $7.10K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $6.19K | 0.00% | +34 | New |
| M&R Capital Management Inc | 34 | $6.19K | 0.00% | −49−59.0% | Reduced |
| Duncker Streett & Co Inc | 33 | $6.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $6.01K | 0.01% | +33 | New |
| FSA Wealth Management LLC | 34 | $6.00K | 0.00% | +34 | New |
| FinTrust Capital Advisors, LLC | 31 | $5.64K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 31 | $5.64K | 0.00% | +31 | New |
| Glen Eagle Advisors, LLC | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $5.00K | 0.00% | −13−32.5% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $5.00K | 0.00% | +16+177.8% | Added |
| Laffer Tengler Investments | 25 | $4.55K | 0.00% | +25 | New |
| SYSTM Wealth Solutions LLC | 23 | $4.19K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 23 | $4.19K | 0.00% | +23 | New |
| Fairman Group, LLC | 23 | $4.19K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 22 | $4.01K | 0.00% | +1+4.8% | Added |
| Creative Capital Management Investments LLC | 20 | $3.64K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $3.46K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 18 | $3.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $3.11K | 0.00% | +17 | New |
| Arlington Trust Co LLC | 17 | $3.10K | 0.00% | −126−88.1% | Reduced |
| American National Bank | 16 | $2.91K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 15 | $2.73K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $2.73K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $2.55K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $2.37K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| JJJ Advisors Inc. | 9 | $1.64K | 0.00% | −42−82.4% | Reduced |
| Gradient Investments LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $1.46K | 0.00% | +8 | New |
| VisionPoint Advisory Group, LLC | 7 | $1.27K | 0.00% | −3−30.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $1.27K | 0.00% | −46−86.8% | Reduced |
| Main Street Group, LTD | 7 | $1.27K | 0.00% | +7 | New |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Wolff Wiese Magana LLC | 5 | $911 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $910 | 0.00% | −23−82.1% | Reduced |
| Delta Asset Management LLC | 5 | $910 | 0.00% | +5 | New |
| Aspect Partners, LLC | 5 | $910 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $547 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $547 | 0.00% | +3 | New |
| Motco | 3 | $546 | 0.00% | −8−72.7% | Reduced |
| Tfo-TDC, LLC | 3 | $546 | 0.00% | 00.0% | Unchanged |