| Boyd Watterson Asset Management LLC | 830 | $50.8K | 0.02% | +830 | New |
| GeoWealth Management, LLC | 816 | $49.9K | 0.00% | −174−17.6% | Reduced |
| Graney & King, LLC | 812 | $49.7K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 792 | $48.5K | 0.01% | −6,524−89.2% | Reduced |
| Harbor Asset Planning, Inc. | 788 | $48.2K | 0.05% | +788 | New |
| TD Capital Management LLC | 781 | $47.8K | 0.00% | +145+22.8% | Added |
| Arcadia Investment Management Corp | 750 | $45.9K | 0.01% | +750 | New |
| Millstone Evans Group, LLC | 716 | $43.8K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 701 | $42.9K | 0.00% | +163+30.3% | Added |
| Bokf, NA | 695 | $42.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 682 | $41.7K | 0.03% | −206−23.2% | Reduced |
| Berbice Capital Management LLC | 680 | $41.6K | 0.03% | +80+13.3% | Added |
| Hughes Financial Services, LLC | 619 | $40.6K | 0.01% | +381+160.1% | Added |
| Medallion Wealth Advisors, LLC | 664 | $39.7K | 0.02% | +64+10.7% | Added |
| Fairscale Capital, LLC | 590 | $39.1K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 639 | $39.1K | 0.02% | +2+0.3% | Added |
| Team Financial Group, LLC | 637 | $39.0K | 0.02% | +637 | New |
| Ritter Daniher Financial Advisory LLC | 634 | $38.8K | 0.01% | +414+188.2% | Added |
| Vision Financial Markets LLC | 614 | $37.6K | 0.04% | 00.0% | Unchanged |
| Binnacle Investments Inc | 600 | $36.7K | 0.02% | +300+100.0% | Added |
| American Capital Advisory, LLC | 553 | $33.9K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 550 | $33.7K | 0.02% | +550 | New |
| Semmax Financial Advisors Inc. | 493 | $32.6K | 0.01% | +284+135.9% | Added |
| MPWM Advisory Solutions, LLC | 518 | $31.7K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 515 | $31.5K | 0.03% | −135−20.8% | Reduced |
| GHP Investment Advisors, Inc. | 513 | $31.4K | 0.00% | +132+34.6% | Added |
| United Community Bank | 500 | $30.6K | 0.01% | +500 | New |
| RMG Wealth Management LLC | 445 | $29.7K | 0.00% | +445 | New |
| JFS Wealth Advisors, LLC | 482 | $29.5K | 0.00% | +447+1,277.1% | Added |
| LFA - Lugano Financial Advisors SA | 470 | $28.8K | 0.02% | +150+46.9% | Added |
| Founders Capital Management | 469 | $28.7K | 0.02% | +138+41.7% | Added |
| GPS Wealth Strategies Group, LLC | 464 | $28.4K | 0.00% | +80+20.8% | Added |
| GoalVest Advisory LLC | 454 | $27.8K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 449 | $27.5K | 0.01% | +250+125.6% | Added |
| Financial Network Wealth Advisors LLC | 447 | $27.4K | 0.03% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 445 | $27.2K | 0.02% | +200+81.6% | Added |
| 1620 Investment Advisors, Inc. | 440 | $26.9K | 0.02% | +440 | New |
| CoreCap Advisors, LLC | 423 | $25.9K | 0.00% | −13−3.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 400 | $24.5K | 0.01% | −65−14.0% | Reduced |
| Heritage Wealth Advisors | 395 | $24.2K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 381 | $23.3K | 0.01% | +323+556.9% | Added |
| Nalls Sherbakoff Group, LLC | 369 | $22.6K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 355 | $21.7K | 0.01% | +355 | New |
| Coastline Trust Co | 350 | $21.4K | 0.00% | +350 | New |
| MTM Investment Management, LLC | 347 | $21.2K | 0.01% | +347 | New |
| DAGCO, Inc. | 335 | $20.5K | 0.01% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 333 | $20.4K | 0.00% | +333 | New |
| Midwest Capital Advisors, LLC | 333 | $20.4K | 0.01% | +333 | New |
| Provenance Wealth Advisors, LLC | 328 | $20.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 324 | $19.8K | 0.00% | −29,902−98.9% | Reduced |
| PFS Partners, LLC | 323 | $19.8K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 322 | $19.7K | 0.00% | −9−2.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 321 | $19.6K | 0.01% | +148+85.5% | Added |
| Centricity Wealth Management, LLC | 318 | $19.5K | 0.02% | +268+536.0% | Added |
| Wood Tarver Financial Group, LLC | 322 | $19.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 300 | $18.4K | 0.01% | +300 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 291 | $17.8K | 0.01% | +100+52.4% | Added |
| Putney Financial Group LLC | 285 | $17.4K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 259 | $16.0K | 0.00% | +51+24.5% | Added |
| Insight Financial Services | 260 | $15.9K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 253 | $15.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 250 | $15.3K | 0.00% | −180−41.9% | Reduced |
| Promus Capital, LLC | 250 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bulwark Capital Corp | 242 | $14.8K | 0.01% | +242 | New |
| Investment Management Corp | 240 | $14.7K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 235 | $14.4K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 220 | $13.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 211 | $12.9K | 0.01% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 209 | $12.8K | 0.01% | +209 | New |
| Sittner & Nelson, LLC | 206 | $12.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 201 | $12.3K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $12.2K | 0.00% | +200 | New |
| Essential Partners LLC | 195 | $11.9K | 0.00% | +195 | New |
| DiNuzzo Private Wealth, Inc. | 192 | $11.8K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 189 | $11.6K | 0.00% | +189 | New |
| Cary Street Partner Investment Advisory LLC | 186 | $11.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 175 | $10.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 175 | $10.7K | 0.00% | +175 | New |
| Central Trust Co | 174 | $10.7K | 0.00% | +34+24.3% | Added |
| American National Bank | 163 | $9.98K | 0.00% | +163 | New |
| Investment Research & Advisory Group, Inc. | 161 | $9.86K | 0.00% | +161 | New |
| 1 North Wealth Services LLC | 160 | $9.79K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 160 | $9.79K | 0.01% | +160 | New |
| New Millennium Group LLC | 156 | $9.55K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 203 | $9.50K | 0.01% | +203 | New |
| Westside Investment Management, Inc. | 155 | $9.49K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 155 | $9.49K | 0.00% | +93+150.0% | Added |
| CNB Bank | 150 | $9.18K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $9.18K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $9.18K | 0.00% | +150 | New |
| Sound Income Strategies, LLC | 145 | $8.88K | 0.00% | +3+2.1% | Added |
| Anchor Investment Management, LLC | 145 | $8.88K | 0.00% | +6+4.3% | Added |
| MB, Levis & Associates, LLC | 140 | $8.57K | 0.00% | −10−6.7% | Reduced |
| Iron Horse Wealth Management, LLC | 130 | $7.96K | 0.00% | +130 | New |
| Financial Perspectives, Inc | 125 | $7.65K | 0.00% | +22+21.4% | Added |
| ZRC Wealth Management, LLC | 122 | $7.47K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 117 | $7.16K | 0.00% | +25+27.2% | Added |
| CKW Financial Group | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 110 | $6.73K | 0.00% | 00.0% | Unchanged |