| Keating Financial Advisory Services, Inc. | 117 | $36.3K | 0.00% | +117 | New |
| Covestor Ltd | 117 | $36.0K | 0.02% | −1−0.8% | Reduced |
| Triumph Capital Management | 113 | $35.1K | 0.01% | +113 | New |
| Financial Management Professionals, Inc. | 110 | $34.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 109 | $33.8K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 105 | $32.6K | 0.03% | +105 | New |
| Rachor Investment Advisory Services, LLC | 104 | $32.3K | 0.02% | +104 | New |
| Greenline Wealth Management LLC | 102 | $31.8K | 0.03% | +102 | New |
| Hilton Head Capital Partners, LLC | 102 | $31.6K | 0.02% | +102 | New |
| 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 |
| Centerpoint Advisors, LLC | 100 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 99 | $30.7K | 0.01% | +86+661.5% | Added |
| Signature Equity Partners, LLC | 98 | $30.3K | 0.02% | +98 | New |
| American Capital Advisory, LLC | 96 | $29.8K | 0.01% | +3+3.2% | Added |
| Basepoint Wealth LLC | 90 | $28.1K | 0.02% | +90 | New |
| Bernard Wealth Management Corp. | 90 | $27.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Chilton Capital Management LLC | 87 | $27.0K | 0.00% | −58−40.0% | Reduced |
| Old Second National Bank of Aurora | 83 | $25.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 82 | $25.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $25.2K | 0.00% | +16+24.6% | Added |
| Tidemark, LLC | 79 | $24.5K | 0.01% | −11−12.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 75 | $23.3K | 0.00% | +75 | New |
| SJS Investment Consulting Inc. | 74 | $23.0K | 0.00% | +9+13.8% | Added |
| Aventura Private Wealth, LLC | 74 | $23.0K | 0.01% | −13−14.9% | Reduced |
| Fairscale Capital, LLC | 74 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 73 | $22.6K | 0.00% | −2−2.7% | Reduced |
| Tacita Capital Inc | 72 | $22.3K | 0.01% | −88−55.0% | Reduced |
| Access Investment Management LLC | 84 | $21.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 70 | $21.7K | 0.00% | +42+150.0% | Added |
| Miller Capital Partners, Inc. | 70 | $21.7K | 0.01% | +70 | New |
| Wellington Grp LLC | 69 | $21.4K | 0.01% | +69 | New |
| Financial Network Wealth Advisors LLC | 68 | $21.1K | 0.02% | +15+28.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 68 | $21.0K | 0.01% | −4−5.6% | Reduced |
| Financial Consulate, Inc | 66 | $20.6K | 0.00% | −25−27.5% | Reduced |
| Meeder Asset Management Inc | 66 | $20.5K | 0.00% | −64−49.2% | Reduced |
| Raffa Wealth Management, LLC | 64 | $19.9K | 0.00% | +14+28.0% | Added |
| New Millennium Group LLC | 62 | $19.3K | 0.01% | −35−36.1% | Reduced |
| VSM Wealth Advisory, LLC | 62 | $19.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 62 | $19.2K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 61 | $18.8K | 0.02% | +61 | New |
| Ogorek Anthony Joseph | 61 | $18.0K | 0.00% | −38−38.4% | Reduced |
| Avion Wealth | 61 | $18.0K | 0.00% | +6+10.9% | Added |
| Abound Wealth Management | 57 | $17.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 57 | $17.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $16.9K | 0.00% | −35−38.9% | Reduced |
| Compass Financial Services Inc | 53 | $16.4K | 0.01% | −28−34.6% | Reduced |
| Dogwood Wealth Management LLC | 53 | $16.4K | 0.01% | +18+51.4% | Added |
| Kerr Financial Planning Corp | 50 | $16.2K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $15.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $15.5K | 0.01% | 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 |
| Pacific Center for Financial Services | 56 | $14.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 46 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $14.3K | 0.01% | +46 | New |
| Strive Financial Group ,LLC | 45 | $14.0K | 0.01% | +45 | New |
| Curat Global, LLC | 43 | $13.3K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 43 | $13.3K | 0.00% | +7+19.4% | Added |
| IMG Wealth Management, Inc. | 41 | $12.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $12.4K | 0.00% | −8−16.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 40 | $12.4K | 0.01% | −125−75.8% | Reduced |
| Trust Co of Toledo NA | 39 | $12.1K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 39 | $12.1K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 39 | $12.1K | 0.01% | +39 | New |
| Robbins Farley LLC | 38 | $11.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 37 | $11.5K | 0.00% | +37 | New |
| Kilter Group LLC | 36 | $11.2K | 0.00% | +22+157.1% | Added |
| Albion Financial Group | 35 | $10.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 33 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $10.2K | 0.00% | +2+6.5% | Added |
| Highline Wealth Partners LLC | 32 | $9.93K | 0.00% | +20+166.7% | Added |
| First Command Advisory Services, Inc. | 32 | $9.93K | 0.00% | +25+357.1% | Added |
| Legacy Bridge, LLC | 32 | $9.93K | 0.00% | +32 | New |
| Union Savings Bank | 30 | $9.31K | 0.00% | +30 | New |
| Ameriflex Group, Inc. | 28 | $8.72K | 0.00% | −26−48.1% | Reduced |
| True Wealth Design, LLC | 28 | $8.69K | 0.00% | −2−6.7% | Reduced |
| Horizon Financial Services, LLC | 28 | $8.69K | 0.00% | +7+33.3% | Added |
| Navalign, LLC | 27 | $8.38K | 0.00% | +27 | New |
| Cherry Tree Wealth Management, LLC | 26 | $8.07K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 26 | $8.07K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 27 | $8.00K | 0.00% | +3+12.5% | Added |
| Byrne Asset Management LLC | 25 | $7.76K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $7.45K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 23 | $7.14K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 23 | $7.14K | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 22 | $6.83K | 0.00% | +5+29.4% | Added |
| Wolff Wiese Magana LLC | 20 | $6.21K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $6.21K | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 20 | $6.20K | 0.00% | +9+81.8% | Added |
| Penserra Capital Management LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 19 | $5.98K | 0.00% | +19 | New |
| WPG Advisers, LLC | 19 | $5.89K | 0.00% | 00.0% | Unchanged |
