| Valued Wealth Advisors LLC | 228 | $55.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 222 | $53.3K | 0.01% | +40+22.0% | Added |
| NBT Bank N A | 221 | $53.0K | 0.00% | +221 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $52.8K | 0.00% | +142+182.1% | Added |
| Compass Wealth Management LLC | 215 | $51.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 209 | $50.1K | 0.01% | +20+10.6% | Added |
| Paradigm Asset Management Co LLC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $48.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 200 | $48.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 199 | $47.8K | 0.00% | −46−18.8% | Reduced |
| Central Pacific Bank - Trust Division | 198 | $47.5K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 192 | $46.3K | 0.03% | −1−0.5% | Reduced |
| Albion Financial Group | 190 | $45.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 189 | $45.4K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 185 | $44.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 180 | $43.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 175 | $42.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $40.1K | 0.03% | – | – |
| Pingora Partners LLC | 165 | $39.6K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 160 | $38.6K | 0.00% | +2+1.3% | Added |
| Avalon Trust Co | 160 | $38.4K | 0.00% | −25−13.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 157 | $38.0K | 0.02% | +11+7.5% | Added |
| Asset Dedication, LLC | 158 | $37.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 150 | $36.0K | 0.01% | −10−6.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 148 | $35.6K | 0.00% | +148 | New |
| Addison Advisors LLC | 147 | $35.3K | 0.01% | +40+37.4% | Added |
| Coppell Advisory Solutions LLC | 143 | $35.0K | 0.01% | −27−15.9% | Reduced |
| Fortitude Family Office, LLC | 143 | $34.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 142 | $34.1K | 0.00% | +2+1.4% | Added |
| Rise Advisors, LLC | 141 | $33.8K | 0.02% | +1+0.7% | Added |
| Armstrong Advisory Group, Inc | 139 | $33.4K | 0.00% | −11−7.3% | Reduced |
| FSA Wealth Management LLC | 136 | $32.7K | 0.01% | +136 | New |
| Salomon & Ludwin, LLC | 135 | $32.4K | 0.00% | +16+13.4% | Added |
| Beacon Capital Management, LLC | 134 | $32.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 132 | $31.7K | 0.00% | +88+200.0% | Added |
| Operose Advisors LLC | 129 | $31.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 126 | $30.4K | 0.00% | −127−50.2% | Reduced |
| GW&K Investment Management, LLC | 123 | $30.0K | 0.00% | +17+16.0% | Added |
| SJS Investment Consulting Inc. | 122 | $29.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 122 | $29.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 120 | $28.8K | 0.00% | −36−23.1% | Reduced |
| Versant Capital Management, Inc | 117 | $28.1K | 0.01% | −72−38.1% | Reduced |
| Raleigh Capital Management Inc. | 114 | $27.5K | 0.01% | +15+15.2% | Added |
| JNBA Financial Advisors | 111 | $26.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 107 | $25.7K | 0.01% | +59+122.9% | Added |
| Strengthening Families & Communities, LLC | 100 | $24.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $24.0K | 0.02% | +100 | New |
| Valley National Advisers Inc | 97 | $23.0K | 0.00% | −28−22.4% | Reduced |
| Financial Freedom, LLC | 95 | $22.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 95 | $22.8K | 0.01% | +95 | New |
| DT Investment Partners, LLC | 93 | $22.3K | 0.00% | +93 | New |
| Hemington Wealth Management | 97 | $22.0K | 0.01% | +97 | New |
| Tradewinds Capital Management, LLC | 90 | $21.6K | 0.01% | +20+28.6% | Added |
| Atlas Capital Advisors LLC | 87 | $20.9K | 0.00% | −24−21.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $20.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $20.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 82 | $19.7K | 0.01% | −5−5.7% | Reduced |
| Washington Trust Co | 82 | $19.6K | 0.00% | −14−14.6% | Reduced |
| JFS Wealth Advisors, LLC | 78 | $18.7K | 0.00% | −24−23.5% | Reduced |
| Bell Investment Advisors, Inc | 67 | $16.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 64 | $15.3K | 0.01% | −1−1.5% | Reduced |
| Pin Oak Investment Advisors Inc | 63 | $15.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 62 | $14.9K | 0.01% | −200−76.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 61 | $14.6K | 0.00% | +8+15.1% | Added |
| Red Tortoise LLC | 59 | $14.2K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 59 | $14.2K | 0.01% | −7−10.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 58 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 58 | $13.9K | 0.01% | +40+222.2% | Added |
| Painted Porch Advisors LLC | 56 | $13.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 53 | $12.7K | 0.00% | +35+194.4% | Added |
| Carmichael Hill & Associates, Inc. | 52 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 52 | $12.5K | 0.00% | +3+6.1% | Added |
| FWL Investment Management, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $12.0K | 0.01% | −7−12.7% | Reduced |
| Kozak & Associates, Inc. | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 48 | $11.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $11.0K | 0.00% | +9+24.3% | Added |
| Laurel Wealth Advisors LLC | 45 | $10.8K | 0.00% | +45 | New |
| Independence Bank of Kentucky | 45 | $10.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 45 | $10.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $10.8K | 0.00% | +4+9.8% | Added |
| SRS Capital Advisors, Inc. | 42 | $10.1K | 0.00% | +42 | New |
| TSFG, LLC | 42 | $10.0K | 0.00% | +21+100.0% | Added |
| Legend Financial Advisors, Inc. | 41 | $9.84K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $9.36K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $9.12K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 36 | $8.64K | 0.00% | +36 | New |
| Sachetta, LLC | 34 | $8.19K | 0.00% | −3−8.1% | Reduced |
| Davidson Capital Management Inc. | 34 | $8.16K | 0.00% | +5+17.2% | Added |
| Cherry Tree Wealth Management, LLC | 31 | $7.44K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $7.44K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 31 | $7.44K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 30 | $7.20K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 30 | $7.20K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $6.96K | 0.00% | 00.0% | Unchanged |