| Contravisory Investment Management, Inc. | 191 | $22.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 189 | $22.5K | 0.00% | +189 | New |
| Financial Consulate, Inc | 187 | $22.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 184 | $21.9K | 0.00% | +12+7.0% | Added |
| Central Trust Co | 183 | $21.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 182 | $21.7K | 0.00% | +12+7.1% | Added |
| Richardson Financial Services Inc. | 179 | $21.3K | 0.01% | +172+2,457.1% | Added |
| Smithfield Trust Co | 181 | $21.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 175 | $20.8K | 0.00% | +175 | New |
| Massmutual Trust Co FSB | 168 | $20.0K | 0.00% | +20+13.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 156 | $18.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 155 | $18.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 154 | $18.3K | 0.00% | +4+2.7% | Added |
| Ogorek Anthony Joseph | 155 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 151 | $17.9K | 0.00% | +21+16.2% | Added |
| Ritter Daniher Financial Advisory LLC | 150 | $17.9K | 0.00% | −150−50.0% | Reduced |
| Bullock Wealth Management Group | 153 | $17.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 144 | $17.1K | 0.00% | −38,128−99.6% | Reduced |
| Signature Equity Partners, LLC | 138 | $16.4K | 0.01% | −123−47.1% | Reduced |
| Larson Financial Group LLC | 132 | $15.7K | 0.00% | −117−47.0% | Reduced |
| Cedar Mountain Advisors, LLC | 131 | $15.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $15.5K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 127 | $15.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 107 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 105 | $12.5K | 0.00% | +3+2.9% | Added |
| City State Bank | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $11.7K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 94 | $11.2K | 0.01% | +94 | New |
| Picton Mahoney Asset Management | 94 | $11.2K | 0.00% | +94 | New |
| Fortitude Family Office, LLC | 91 | $10.8K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 88 | $10.5K | 0.00% | +6+7.3% | Added |
| Financial Perspectives, Inc | 84 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 83 | $9.89K | 0.00% | −50−37.6% | Reduced |
| Essential Partners LLC | 76 | $9.05K | 0.00% | −93−55.0% | Reduced |
| Pinnacle Bancorp, Inc. | 76 | $9.05K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 75 | $9.00K | 0.00% | +75 | New |
| Logan Capital Management Inc | 75 | $8.94K | 0.00% | +75 | New |
| Cape Investment Advisory, Inc. | 74 | $8.82K | 0.00% | +74 | New |
| Sankala Group LLC | 95 | $8.63K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 72 | $8.58K | 0.00% | +72 | New |
| Tidemark, LLC | 69 | $8.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $7.51K | 0.00% | +33+110.0% | Added |
| Bare Financial Services, Inc | 62 | $7.39K | 0.00% | +39+169.6% | Added |
| Manchester Capital Management LLC | 61 | $7.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 58 | $6.91K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 58 | $6.91K | 0.00% | −49−45.8% | Reduced |
| Action Point Financial Planning, LLC | 59 | $6.91K | 0.00% | +59 | New |
| Private Wealth Asset Management, LLC | 55 | $6.55K | 0.00% | −336−85.9% | Reduced |
| True Wealth Design, LLC | 55 | $6.55K | 0.00% | +3+5.8% | Added |
| Whittier Trust Co | 56 | $6.44K | 0.00% | −162−74.3% | Reduced |
| Core Alternative Capital | 52 | $6.20K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $6.16K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $6.08K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 50 | $5.96K | 0.00% | +50 | New |
| Downshift Financial, LLC | 50 | $5.96K | 0.00% | +50 | New |
| LRI Investments, LLC | 49 | $5.84K | 0.00% | +9+22.5% | Added |
| Geneos Wealth Management Inc. | 43 | $5.12K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 41 | $4.88K | 0.00% | +20+95.2% | Added |
| Rosenberg Matthew Hamilton | 36 | $4.29K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 35 | $4.17K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $4.05K | 0.00% | −2,361−98.6% | Reduced |
| Avion Wealth | 36 | $4.00K | 0.00% | −4−10.0% | Reduced |
| SJS Investment Consulting Inc. | 31 | $3.69K | 0.00% | +8+34.8% | Added |
| Mather Group, LLC. | 30 | $3.57K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $3.57K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 30 | $3.57K | 0.00% | +30 | New |
| Silver Grove Financial Group, Inc. | 29 | $3.46K | 0.00% | +29 | New |
| South State Corp. | 28 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $3.34K | 0.00% | +6+27.3% | Added |
| Creative Capital Management Investments LLC | 27 | $3.22K | 0.00% | +27 | New |
| Horizon Financial Services, LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.74K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 23 | $2.74K | 0.00% | +4+21.1% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $2.74K | 0.00% | +17+283.3% | Added |
| Chilton Capital Management LLC | 21 | $2.50K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 21 | $2.50K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 17 | $2.03K | 0.00% | −4−19.0% | Reduced |
| Rialto Wealth Management, LLC | 16 | $1.91K | 0.00% | +3+23.1% | Added |
| HFM Investment Advisors, LLC | 16 | $1.91K | 0.00% | +7+77.8% | Added |
| TD Private Client Wealth LLC | 16 | $1.91K | 0.00% | +14+700.0% | Added |
| Park Square Financial Group, LLC | 15 | $1.79K | 0.02% | −14−48.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 14 | $1.67K | 0.00% | +7+100.0% | Added |
| Manning & Napier Advisors LLC | 15 | $1.66K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12 | $1.45K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 12 | $1.43K | 0.00% | +4+50.0% | Added |
| Hilton Head Capital Partners, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $954 | 0.00% | +8 | New |
| Marquette Asset Management, LLC | 7 | $834 | 0.00% | −5−41.7% | Reduced |
| Investors Portfolio Services LLC | 7 | $834 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $834 | 0.00% | +2+40.0% | Added |
| Raffa Wealth Management, LLC | 7 | $834 | 0.00% | +5+250.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $715 | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $715 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $715 | 0.00% | 00.0% | Unchanged |
