| Mosley Wealth Management | 15 | $12.9K | 0.00% | +15 | New |
| Tripletail Wealth Management, LLC | 18 | $13.1K | 0.02% | +18 | New |
| Wormser Freres Gestion | 16 | $13.7K | 0.01% | +16 | New |
| High Note Wealth, LLC | 16 | $13.7K | 0.00% | −2−11.1% | Reduced |
| Quaker Wealth Management, LLC | 16 | $13.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16 | $13.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 16 | $13.7K | 0.00% | +16 | New |
| Aventura Private Wealth, LLC | 16 | $13.7K | 0.00% | +16 | New |
| Cromwell Holdings LLC | 17 | $14.6K | 0.01% | +5+41.7% | Added |
| Elequin Capital LP | 17 | $14.6K | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 17 | $14.6K | 0.00% | +17 | New |
| Covestor Ltd | 17 | $15.0K | 0.01% | −192−91.9% | Reduced |
| Bayban | 18 | $15.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $15.4K | 0.00% | +18 | New |
| Signature Resources Capital Management, LLC | 20 | $17.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $17.2K | 0.00% | +20 | New |
| NBH Bank | 20 | $17.2K | 0.01% | +20 | New |
| Stone House Investment Management, LLC | 21 | $18.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 21 | $18.0K | 0.00% | +1+5.0% | Added |
| South State Corp. | 21 | $18.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $18.9K | 0.00% | −19−46.3% | Reduced |
| St Germain D J Co Inc | 22 | $18.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $18.9K | 0.00% | +2+10.0% | Added |
| Financial Consulate, Inc | 24 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $20.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 24 | $20.6K | 0.00% | +24 | New |
| Atlantic Edge Private Wealth Management, LLC | 24 | $20.6K | 0.00% | +24 | New |
| Compass Financial Management LLC | 25 | $21.4K | 0.00% | +25 | New |
| New England Capital Financial Advisors LLC | 25 | $21.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $21.5K | 0.00% | +6+31.6% | Added |
| Avion Wealth | 26 | $22.0K | 0.00% | +4+18.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 27 | $23.2K | 0.01% | −112−80.6% | Reduced |
| Legacy Bridge, LLC | 30 | $25.7K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 31 | $26.6K | 0.01% | +31 | New |
| Lloyd Advisory Services, LLC. | 33 | $28.3K | 0.01% | −312−90.4% | Reduced |
| Mather Group, LLC. | 34 | $29.2K | 0.00% | +32+1,600.0% | Added |
| LifeSteps Financial, Inc. | 34 | $29.2K | 0.01% | +34 | New |
| Moisand Fitzgerald Tamayo, LLC | 34 | $29.2K | 0.00% | +4+13.3% | Added |
| Marshall Investment Management, LLC | 35 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $31.7K | 0.01% | +3+8.8% | Added |
| JFS Wealth Advisors, LLC | 38 | $32.6K | 0.00% | +1+2.7% | Added |
| Pinnacle Bancorp, Inc. | 40 | $34.3K | 0.01% | +40 | New |
| Fortitude Family Office, LLC | 41 | $35.2K | 0.01% | +4+10.8% | Added |
| 1248 Management, LLC | 42 | $36.0K | 0.01% | +42 | New |
| Chilton Capital Management LLC | 43 | $36.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 47 | $37.7K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 45 | $38.6K | 0.10% | −747−94.3% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $38.6K | 0.00% | −5−10.0% | Reduced |
| Meeder Asset Management Inc | 47 | $40.3K | 0.00% | −43−47.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 48 | $41.2K | 0.01% | +13+37.1% | Added |
| First Horizon Corp | 48 | $41.2K | 0.00% | +21+77.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 49 | $42.0K | 0.00% | +49 | New |
| Action Point Financial Planning, LLC | 50 | $42.0K | 0.00% | +50 | New |
| Crewe Advisors LLC | 50 | $42.9K | 0.00% | +6+13.6% | Added |
| Toth Financial Advisory Corp | 50 | $42.9K | 0.00% | +28+127.3% | Added |
| Corsicana & Co. | 50 | $42.9K | 0.02% | +50 | New |
| WPG Advisers, LLC | 51 | $43.8K | 0.03% | +44+628.6% | Added |
| Close Asset Management Ltd | 53 | $45.0K | 0.00% | +53 | New |
| Dogwood Wealth Management LLC | 53 | $45.5K | 0.02% | +5+10.4% | Added |
| Gen-Wealth Partners Inc | 53 | $45.5K | 0.01% | +53 | New |
| Vision Retirement, LLC | 54 | $46.3K | 0.01% | +27+100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 55 | $47.2K | 0.01% | +9+19.6% | Added |
| Grove Bank & Trust | 56 | $48.1K | 0.00% | +11+24.4% | Added |
| AdvisorNet Financial, Inc | 60 | $51.5K | 0.00% | +28+87.5% | Added |
| WS Portfolio Advisory, LLC | 60 | $51.5K | 1.27% | +60 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $51.5K | 0.07% | +60 | New |
| Wiser Advisor Group LLC | 61 | $52.3K | 0.06% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 61 | $52.3K | 0.01% | +61 | New |
| Kozak & Associates, Inc. | 66 | $52.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 62 | $53.2K | 0.00% | +57+1,140.0% | Added |
| WealthCollab, LLC | 63 | $54.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $55.8K | 0.01% | +55+550.0% | Added |
| Creative Financial Designs Inc | 65 | $55.8K | 0.00% | +60+1,200.0% | Added |
| Financial Perspectives, Inc | 66 | $56.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $56.6K | 0.00% | +39+144.4% | Added |
| Washington Trust Advisors, Inc. | 71 | $60.5K | 0.00% | +71 | New |
| Hilltop National Bank | 71 | $60.9K | 0.01% | +15+26.8% | Added |
| Owl Creek Wealth Partners LLC | 72 | $61.8K | 0.02% | +12+20.0% | Added |
| SJS Investment Consulting Inc. | 73 | $62.6K | 0.01% | +10+15.9% | Added |
| SHP Wealth Management | 75 | $64.2K | 0.00% | +23+44.2% | Added |
| Prestige Wealth Management Group LLC | 89 | $76.4K | 0.01% | +6+7.2% | Added |
| True Wealth Design, LLC | 90 | $77.2K | 0.02% | +24+36.4% | Added |
| International Assets Investment Management, LLC | 97 | $77.7K | 0.00% | +16+19.8% | Added |
| Bayforest Capital Ltd | 91 | $78.1K | 0.07% | +91 | New |
| Accent Capital Management, LLC | 97 | $83.2K | 0.04% | −83−46.1% | Reduced |
| Ramirez Asset Management, Inc. | 100 | $85.8K | 0.01% | −50−33.3% | Reduced |
| Gladstone Capital Management LLP | 100 | $85.8K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $85.8K | 0.04% | +65+185.7% | Added |
| Basecamp Wealth Advisors LLC | 104 | $89.2K | 0.02% | +5+5.1% | Added |
| Clearstead Advisors, LLC | 105 | $90.1K | 0.00% | −289−73.4% | Reduced |
| HM Payson & Co | 105 | $90.1K | 0.00% | +60+133.3% | Added |
| Fourth Dimension Wealth, LLC | 106 | $91.0K | 0.03% | −176−62.4% | Reduced |
| Versant Capital Management, Inc | 106 | $91.0K | 0.01% | +30+39.5% | Added |
| Institute for Wealth Management, LLC. | 108 | $92.7K | 0.01% | +108 | New |
| Vanguard National Trust Co | 127 | $109.0K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 140 | $120.1K | 0.12% | +140 | New |
| Kemnay Advisory Services Inc. | 141 | $121.0K | 0.02% | +28+24.8% | Added |
| Carolina Wealth Advisors, LLC | 143 | $122.7K | 0.05% | +55+62.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 150 | $128.7K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 150 | $128.7K | 0.00% | +150 | New |
