| Root Financial Partners, LLC | 265 | $15.4K | 0.00% | +265 | New |
| Clear Street Markets LLC | 239 | $13.9K | 0.00% | +144+151.6% | Added |
| MTM Investment Management, LLC | 233 | $13.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 228 | $12.7K | 0.00% | +3+1.3% | Added |
| JPL Wealth Management, LLC | 216 | $12.5K | 0.00% | +216 | New |
| Crews Bank & Trust | 216 | $12.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $12.0K | 0.01% | +86+71.1% | Added |
| Eastern Bank | 206 | $12.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 203 | $11.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 201 | $11.7K | 0.00% | +201 | New |
| Caldwell Sutter Capital, Inc. | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 191 | $11.1K | 0.00% | +129+208.1% | Added |
| Hemington Wealth Management | 197 | $11.0K | 0.00% | +69+53.9% | Added |
| Prestige Wealth Management Group LLC | 189 | $11.0K | 0.00% | −15−7.4% | Reduced |
| Whittier Trust Co | 173 | $10.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 183 | $10.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 182 | $10.6K | 0.00% | +182 | New |
| North Ridge Wealth Advisors, Inc. | 179 | $10.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 177 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 168 | $9.76K | 0.00% | +1+0.6% | Added |
| West Branch Capital LLC | 166 | $9.64K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 166 | $9.64K | 0.01% | +166 | New |
| BOK Financial Private Wealth, Inc. | 164 | $9.53K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 148 | $9.00K | 0.00% | +13+9.6% | Added |
| Hantz Financial Services, Inc. | 150 | $9.00K | 0.00% | +133+782.4% | Added |
| Pin Oak Investment Advisors Inc | 150 | $8.71K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 143 | $8.30K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 141 | $8.19K | 0.00% | +25+21.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 133 | $7.72K | 0.00% | +133 | New |
| Global X Japan Co., Ltd. | 131 | $7.61K | 0.00% | +131 | New |
| Front Row Advisors LLC | 120 | $6.97K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 117 | $6.80K | 0.01% | +87+290.0% | Added |
| Colonial Trust Advisors | 116 | $6.74K | 0.00% | −217−65.2% | Reduced |
| Millstone Evans Group, LLC | 112 | $6.50K | 0.00% | +59+111.3% | Added |
| Oakworth Capital, Inc. | 110 | $6.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $6.04K | 0.00% | −27−20.6% | Reduced |
| Grove Bank & Trust | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 97 | $5.63K | 0.00% | +97 | New |
| Salem Investment Counselors Inc | 87 | $5.05K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 83 | $4.82K | 0.01% | +83 | New |
| Sound Income Strategies, LLC | 72 | $4.65K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 79 | $4.60K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 78 | $4.53K | 0.00% | +78 | New |
| Concord Wealth Partners | 77 | $4.50K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 76 | $4.41K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 70 | $4.04K | 0.00% | +70 | New |
| Capital Analysts, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 68 | $4.00K | 0.00% | +68 | New |
| Atlantic Edge Private Wealth Management, LLC | 66 | $3.83K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 66 | $3.83K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 66 | $3.83K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $3.83K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $3.60K | 0.00% | −6−8.8% | Reduced |
| Manchester Capital Management LLC | 61 | $3.54K | 0.00% | −12−16.4% | Reduced |
| Ameritas Advisory Services, LLC | 60 | $3.48K | 0.00% | −63−51.2% | Reduced |
| Atlantic Trust, LLC | 54 | $3.14K | 0.00% | +16+42.1% | Added |
| Rocky Mountain Advisers, LLC | 54 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $3.12K | 0.00% | +1+1.9% | Added |
| Creative Financial Designs Inc | 51 | $2.95K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 49 | $2.85K | 0.00% | +21+75.0% | Added |
| JFS Wealth Advisors, LLC | 43 | $2.50K | 0.00% | −20−31.7% | Reduced |
| Fortitude Family Office, LLC | 43 | $2.50K | 0.00% | +21+95.5% | Added |
| Center for Financial Planning, Inc. | 41 | $2.38K | 0.00% | +41 | New |
| Clear Investment Research, LLC | 33 | $1.96K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 30 | $1.74K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 29 | $1.69K | 0.00% | −212−88.0% | Reduced |
| United Community Bank | 26 | $1.51K | 0.00% | +26 | New |
| Essential Partners LLC | 25 | $1.45K | 0.00% | +21+525.0% | Added |
| Bare Financial Services, Inc | 24 | $1.39K | 0.00% | +24 | New |
| Plante Moran Financial Advisors, LLC | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $1.16K | 0.00% | −11−35.5% | Reduced |
| Zions Bancorporation, National Association | 19 | $1.10K | 0.00% | −100−84.0% | Reduced |
| Private Wealth Management Group, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 18 | $1.05K | 0.00% | +18 | New |
| Avion Wealth | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +11+550.0% | Added |
| Cloud Capital Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Kilter Group LLC | 17 | $988 | 0.00% | −13−43.3% | Reduced |
| First Community Trust NA | 17 | $987 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 16 | $929 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16 | $929 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $929 | 0.00% | +10+166.7% | Added |
| Fortis Group Advisors, LLC | 15 | $871 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $748 | 0.00% | +1+8.3% | Added |
| South State Corp. | 10 | $581 | 0.00% | −40−80.0% | Reduced |
| Sachetta, LLC | 10 | $581 | 0.00% | −34−77.3% | Reduced |
| SJS Investment Consulting Inc. | 10 | $581 | 0.00% | −1−9.1% | Reduced |
| WPG Advisers, LLC | 10 | $581 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 9 | $523 | 0.00% | +9 | New |