| WFA of San Diego, LLC | 39 | $12.1K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 39 | $12.1K | 0.01% | +39 | New |
| Smallwood Wealth Investment Management, LLC | 40 | $12.4K | 0.01% | −125−75.8% | Reduced |
| Atlantic Trust, LLC | 40 | $12.4K | 0.00% | −8−16.7% | Reduced |
| IMG Wealth Management, Inc. | 41 | $12.7K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 43 | $13.3K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 43 | $13.3K | 0.00% | +7+19.4% | Added |
| Strive Financial Group ,LLC | 45 | $14.0K | 0.01% | +45 | New |
| Global Wealth Strategies & Associates | 46 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $14.3K | 0.01% | +46 | New |
| Pacific Center for Financial Services | 56 | $14.6K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 48 | $14.9K | 0.01% | −1−2.0% | Reduced |
| Crewe Advisors LLC | 48 | $14.9K | 0.00% | +4+9.1% | Added |
| Piscataqua Savings Bank | 50 | $15.5K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $15.5K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 50 | $16.2K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 53 | $16.4K | 0.01% | +18+51.4% | Added |
| Compass Financial Services Inc | 53 | $16.4K | 0.01% | −28−34.6% | Reduced |
| Anchor Investment Management, LLC | 55 | $16.9K | 0.00% | −35−38.9% | Reduced |
| ZRC Wealth Management, LLC | 57 | $17.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 61 | $18.0K | 0.00% | −38−38.4% | Reduced |
| Avion Wealth | 61 | $18.0K | 0.00% | +6+10.9% | Added |
| High Point Wealth Management, LLC | 61 | $18.8K | 0.02% | +61 | New |
| Hoey Investments, Inc | 62 | $19.2K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 62 | $19.3K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 62 | $19.3K | 0.01% | −35−36.1% | Reduced |
| Raffa Wealth Management, LLC | 64 | $19.9K | 0.00% | +14+28.0% | Added |
| Meeder Asset Management Inc | 66 | $20.5K | 0.00% | −64−49.2% | Reduced |
| Financial Consulate, Inc | 66 | $20.6K | 0.00% | −25−27.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 68 | $21.0K | 0.01% | −4−5.6% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $21.1K | 0.02% | +15+28.3% | Added |
| Wellington Grp LLC | 69 | $21.4K | 0.01% | +69 | New |
| South State Corp. | 70 | $21.7K | 0.00% | +42+150.0% | Added |
| Miller Capital Partners, Inc. | 70 | $21.7K | 0.01% | +70 | New |
| Access Investment Management LLC | 84 | $21.9K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 72 | $22.3K | 0.01% | −88−55.0% | Reduced |
| Bangor Savings Bank | 73 | $22.6K | 0.00% | −2−2.7% | Reduced |
| Aventura Private Wealth, LLC | 74 | $23.0K | 0.01% | −13−14.9% | Reduced |
| Fairscale Capital, LLC | 74 | $23.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 74 | $23.0K | 0.00% | +9+13.8% | Added |
| Edmond de Rothschild Holding S.A. | 75 | $23.3K | 0.00% | +75 | New |
| Tidemark, LLC | 79 | $24.5K | 0.01% | −11−12.2% | Reduced |
| Cornerstone Planning Group LLC | 81 | $25.2K | 0.00% | +16+24.6% | Added |
| Addison Advisors LLC | 82 | $25.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 83 | $25.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 87 | $27.0K | 0.00% | −58−40.0% | Reduced |
| State of Wyoming | 88 | $27.3K | 0.00% | −15−14.6% | Reduced |
| Kemnay Advisory Services Inc. | 88 | $27.3K | 0.00% | +88 | New |
| McMillan Office, Inc. | 88 | $27.3K | 0.00% | +88 | New |
| Bernard Wealth Management Corp. | 90 | $27.9K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 90 | $28.1K | 0.02% | +90 | New |
| American Capital Advisory, LLC | 96 | $29.8K | 0.01% | +3+3.2% | Added |
| Signature Equity Partners, LLC | 98 | $30.3K | 0.02% | +98 | New |
| Cape Investment Advisory, Inc. | 99 | $30.7K | 0.01% | +86+661.5% | Added |
| Centerpoint Advisors, LLC | 100 | $31.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $31.0K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $31.0K | 0.03% | +100 | New |
| Advocate Investing Services LLC | 100 | $31.0K | 0.03% | +100 | New |
| Hilton Head Capital Partners, LLC | 102 | $31.6K | 0.02% | +102 | New |
| Greenline Wealth Management LLC | 102 | $31.8K | 0.03% | +102 | New |
| Rachor Investment Advisory Services, LLC | 104 | $32.3K | 0.02% | +104 | New |
| Birchwood Financial Partners, Inc. | 105 | $32.6K | 0.03% | +105 | New |
| Private Wealth Asset Management, LLC | 109 | $33.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 110 | $34.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 113 | $35.1K | 0.01% | +113 | New |
| Covestor Ltd | 117 | $36.0K | 0.02% | −1−0.8% | Reduced |
| Signature Resources Capital Management, LLC | 117 | $36.3K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 117 | $36.3K | 0.00% | +117 | New |
| Harel Insurance Investments & Financial Services Ltd. | 120 | $37.0K | 0.00% | −16−11.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 120 | $37.2K | 0.00% | +31+34.8% | Added |
| TCTC Holdings, LLC | 122 | $37.8K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 125 | $38.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 124 | $38.9K | 0.02% | +8+6.9% | Added |
| Sankala Group LLC | 114 | $39.0K | 0.03% | +114 | New |
| Rossby Financial, LCC | 127 | $39.4K | 0.01% | +26+25.7% | Added |
| NVWM, LLC | 128 | $39.7K | 0.01% | +3+2.4% | Added |
| Bogart Wealth, LLC | 129 | $40.0K | 0.00% | −2−1.5% | Reduced |
| West Financial Advisors, LLC | 135 | $41.9K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 136 | $42.3K | 0.01% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 137 | $42.5K | 0.01% | +35+34.3% | Added |
| Quest 10 Wealth Builders, Inc. | 139 | $43.2K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 140 | $43.4K | 0.01% | +3+2.2% | Added |
| Osterweis Capital Management Inc | 144 | $44.7K | 0.00% | −125−46.5% | Reduced |
| Private Wealth Management Group, LLC | 146 | $45.3K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 151 | $46.8K | 0.01% | +1+0.7% | Added |
| Navigoe, LLC | 160 | $49.0K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 159 | $49.3K | 0.00% | +2+1.3% | Added |
| Wellington-Altus USA Inc. | 159 | $49.3K | 0.04% | +159 | New |
| ORG Wealth Partners, LLC | 169 | $52.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 174 | $54.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 176 | $54.6K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 182 | $56.5K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 182 | $56.5K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 183 | $56.8K | 0.05% | +7+4.0% | Added |
| GW&K Investment Management, LLC | 183 | $57.0K | 0.00% | +3+1.7% | Added |
| Kimelman & Baird, LLC | 185 | $57.4K | 0.00% | +18+10.8% | Added |
| Flagship Wealth Advisors, LLC | 189 | $58.6K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 190 | $58.8K | 0.02% | −10−5.0% | Reduced |
