| WPG Advisers, LLC | 135 | $27.9K | 0.02% | −39−22.4% | Reduced |
| UMA Financial Services, Inc. | 130 | $26.8K | 0.00% | −72−35.6% | Reduced |
| Ancora Advisors, LLC | 130 | $26.8K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 128 | $26.4K | 0.01% | +128 | New |
| Armstrong Advisory Group, Inc | 125 | $25.8K | 0.00% | −9−6.7% | Reduced |
| Avalon Trust Co | 125 | $25.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 122 | $25.0K | 0.02% | −63−34.1% | Reduced |
| Avion Wealth | 124 | $25.0K | 0.01% | +11+9.7% | Added |
| Wiser Advisor Group LLC | 121 | $25.0K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 121 | $25.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 111 | $22.9K | 0.01% | +2+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 109 | $22.5K | 0.00% | +108+10,800.0% | Added |
| MV Capital Management, Inc. | 108 | $22.3K | 0.00% | +25+30.1% | Added |
| Acumen Wealth Advisors, LLC | 105 | $21.7K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 105 | $21.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 102 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $20.6K | 0.01% | +100 | New |
| Hickory Point Bank & Trust | 100 | $20.6K | 0.01% | +100 | New |
| MPWM Advisory Solutions, LLC | 97 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 96 | $19.8K | 0.00% | −172−64.2% | Reduced |
| Swiss Re Ltd | 96 | $19.8K | 0.12% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 90 | $18.6K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $18.6K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 90 | $18.6K | 0.01% | +74+462.5% | Added |
| Atlantic Trust, LLC | 88 | $18.2K | 0.00% | +5+6.0% | Added |
| Close Asset Management Ltd | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 89 | $18.0K | 0.00% | +20+29.0% | Added |
| Sachetta, LLC | 82 | $16.9K | 0.01% | −3−3.5% | Reduced |
| Adirondack Trust Co | 82 | $16.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 79 | $16.3K | 0.00% | +17+27.4% | Added |
| JFS Wealth Advisors, LLC | 78 | $16.1K | 0.00% | −1−1.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 82 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $15.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $15.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 75 | $15.5K | 0.00% | +75 | New |
| Financial Consulate, Inc | 74 | $15.3K | 0.00% | +4+5.7% | Added |
| Cornerstone Financial Management LLC | 72 | $14.9K | 0.01% | +33+84.6% | Added |
| Colonial Trust Co | 70 | $14.5K | 0.00% | +55+366.7% | Added |
| ORG Wealth Partners, LLC | 64 | $13.2K | 0.00% | −98−60.5% | Reduced |
| Strengthening Families & Communities, LLC | 62 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 61 | $12.6K | 0.01% | +9+17.3% | Added |
| Toth Financial Advisory Corp | 60 | $12.4K | 0.00% | +4+7.1% | Added |
| Vision Retirement, LLC | 60 | $12.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 60 | $12.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 59 | $12.2K | 0.00% | −8−11.9% | Reduced |
| Capital Advisors, Ltd. LLC | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $11.8K | 0.01% | −21−26.9% | Reduced |
| South State Corp. | 56 | $11.6K | 0.00% | +2+3.7% | Added |
| Hughes Financial Services, LLC | 54 | $11.1K | 0.00% | +15+38.5% | Added |
| Wilkerson Advisory Group LLC | 52 | $10.7K | 0.00% | +24+85.7% | Added |
| Sittner & Nelson, LLC | 51 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 51 | $10.5K | 0.01% | −12−19.0% | Reduced |
| Caldwell Trust Co | 50 | $10.3K | 0.00% | +50 | New |
| Global X Japan Co., Ltd. | 48 | $9.90K | 0.00% | +48 | New |
| Nemes Rush Group LLC | 46 | $9.49K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 42 | $8.67K | 0.01% | +34+425.0% | Added |
| North Star Investment Management Corp. | 42 | $8.67K | 0.00% | +9+27.3% | Added |
| Raffa Wealth Management, LLC | 41 | $8.46K | 0.00% | +1+2.5% | Added |
| Wealth Preservation Advisors, LLC | 41 | $8.46K | 0.01% | +41 | New |
| Signature Resources Capital Management, LLC | 35 | $7.22K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $7.22K | 0.00% | +3+9.4% | Added |
| Bank of Jackson Hole Trust | 35 | $7.22K | 0.00% | +8+29.6% | Added |
| High Note Wealth, LLC | 35 | $7.22K | 0.00% | +31+775.0% | Added |
| Tidemark, LLC | 30 | $6.19K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 30 | $6.19K | 0.00% | +30 | New |
| American National Bank | 29 | $5.98K | 0.00% | −25−46.3% | Reduced |
| Basepoint Wealth LLC | 28 | $5.78K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 26 | $5.37K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 26 | $5.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 25 | $5.16K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $5.16K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 25 | $5.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $5.16K | 0.00% | +6+31.6% | Added |
| Plante Moran Financial Advisors, LLC | 25 | $5.16K | 0.00% | +25 | New |
| West Branch Capital LLC | 24 | $4.95K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 24 | $4.95K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 24 | $4.95K | 0.00% | +4+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 23 | $4.75K | 0.00% | +6+35.3% | Added |
| Oakworth Capital, Inc. | 20 | $4.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $4.13K | 0.00% | +20 | New |
| Vermillion Wealth Management, Inc. | 20 | $4.13K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 19 | $3.92K | 0.00% | −2−9.5% | Reduced |
| Marquette Asset Management, LLC | 19 | $3.92K | 0.00% | +19 | New |
| Bare Financial Services, Inc | 19 | $3.92K | 0.00% | +10+111.1% | Added |
| Rialto Wealth Management, LLC | 18 | $3.71K | 0.00% | +6+50.0% | Added |
| Insight Financial Services | 17 | $3.51K | 0.00% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 17 | $3.35K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 16 | $3.30K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 16 | $3.00K | 0.00% | −2−11.1% | Reduced |
| Vanguard National Trust Co | 14 | $2.89K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.68K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $2.68K | 0.00% | −147−91.9% | Reduced |
| Clear Investment Research, LLC | 13 | $2.68K | 0.00% | +13 | New |
| American Capital Advisory, LLC | 12 | $2.48K | 0.00% | +3+33.3% | Added |
| Raleigh Capital Management Inc. | 12 | $2.48K | 0.00% | +12 | New |
| Seneschal Advisors, LLC | 11 | $2.27K | 0.00% | +9+450.0% | Added |
| Maseco LLP | 11 | $2.27K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $2.27K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 9 | $1.86K | 0.00% | +9 | New |
