| Zions Bancorporation, N.A. | 156 | $35.6K | 0.00% | +4+2.6% | Added |
| Pflug Koory, LLC | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 146 | $33.8K | 0.01% | +146 | New |
| Kapitalo Investimentos Ltda | 142 | $32.4K | 0.03% | +142 | New |
| Beacon Capital Management, LLC | 137 | $31.3K | 0.01% | +21+18.1% | Added |
| Cornerstone Planning Group LLC | 131 | $31.2K | 0.01% | +131 | New |
| GeoWealth Management, LLC | 138 | $31.0K | 0.00% | −10−6.8% | Reduced |
| Atwood & Palmer Inc | 135 | $30.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 134 | $30.6K | 0.01% | −37−21.6% | Reduced |
| Earnest Partners LLC | 132 | $30.1K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 128 | $29.0K | 0.00% | −161−55.7% | Reduced |
| Jones Financial Companies LLLP | 129 | $29.0K | 0.00% | +13+11.2% | Added |
| Evermay Wealth Management LLC | 123 | $28.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 117 | $26.7K | 0.02% | +117 | New |
| Optimum Investment Advisors | 115 | $26.3K | 0.01% | +40+53.3% | Added |
| Prestige Wealth Management Group LLC | 113 | $25.8K | 0.01% | +43+61.4% | Added |
| JFS Wealth Advisors, LLC | 110 | $25.1K | 0.00% | −1−0.9% | Reduced |
| Bogart Wealth, LLC | 109 | $24.9K | 0.00% | −441−80.2% | Reduced |
| Canton Hathaway, LLC | 105 | $24.0K | 0.01% | −700−87.0% | Reduced |
| First Community Trust NA | 103 | $24.0K | 0.03% | +103 | New |
| South State Corp. | 101 | $23.1K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 100 | $22.8K | 0.01% | +100 | New |
| Horan Securities, Inc. | 99 | $22.6K | 0.01% | +7+7.6% | Added |
| Core Alternative Capital | 93 | $21.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 88 | $20.1K | 0.00% | +18+25.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 88 | $20.0K | 0.00% | +88 | New |
| MV Capital Management, Inc. | 87 | $19.9K | 0.00% | +1+1.2% | Added |
| Ancora Advisors, LLC | 84 | $19.0K | 0.00% | −1,000−92.3% | Reduced |
| Arlington Partners LLC | 82 | $18.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 82 | $18.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $18.0K | 0.16% | −90−52.9% | Reduced |
| Central Bank & Trust Co | 77 | $17.6K | 0.00% | +29+60.4% | Added |
| Tyler-Stone Wealth Management | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 72 | $16.4K | 0.00% | +2+2.9% | Added |
| Founders Capital Management | 71 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $16.0K | 0.00% | +27+60.0% | Added |
| Colonial Trust Advisors | 70 | $16.0K | 0.00% | +70 | New |
| Tucker Asset Management LLC | 70 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 69 | $15.7K | 0.00% | +1+1.5% | Added |
| Pinnacle Bancorp, Inc. | 66 | $15.0K | 0.01% | −21−24.1% | Reduced |
| RWM Asset Management, LLC | 65 | $14.8K | 0.00% | +20+44.4% | Added |
| Eagle Bay Advisors LLC | 62 | $14.2K | 0.01% | +4+6.9% | Added |
| SRS Capital Advisors, Inc. | 62 | $14.1K | 0.00% | −11−15.1% | Reduced |
| Sofos Investments, Inc. | 228 | $14.0K | 0.15% | −3,461−93.8% | Reduced |
| Cypress Capital Management LLC (WY) | 61 | $13.9K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $13.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $13.7K | 0.01% | +25+71.4% | Added |
| Johnson Financial Group, Inc. | 59 | $13.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 59 | $13.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 59 | $13.4K | 0.00% | +59 | New |
| Coppell Advisory Solutions Corp. | 59 | $13.4K | 0.00% | +59 | New |
| Fiduciary Alliance LLC | 58 | $13.2K | 0.00% | +58 | New |
| Cedar Mountain Advisors, LLC | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $12.8K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 55 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 54 | $12.3K | 0.00% | −90−62.5% | Reduced |
| Leelyn Smith, LLC | 54 | $12.3K | 0.00% | +29+116.0% | Added |
| Schubert & Co | 53 | $12.1K | 0.01% | −11−17.2% | Reduced |
| Castleview Partners, LLC | 53 | $12.1K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 53 | $12.1K | 0.01% | +53 | New |
| Versant Capital Management, Inc | 51 | $11.6K | 0.00% | +1+2.0% | Added |
| Quarry LP | 50 | $11.4K | 0.01% | +50 | New |
| Financial Management Professionals, Inc. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 45 | $10.3K | 0.00% | +1+2.3% | Added |
| Sutton Wealth Advisors Inc. | 42 | $9.59K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 42 | $9.59K | 0.90% | +42 | New |
| Hollencrest Capital Management | 41 | $9.36K | 0.00% | +41 | New |
| Wolff Wiese Magana LLC | 40 | $9.14K | 0.01% | −81−66.9% | Reduced |
| RFP Financial Group LLC | 40 | $9.14K | 0.00% | +40 | New |
| Stuart Chaussee & Associates, Inc. | 38 | $8.68K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 36 | $8.22K | 0.01% | +24+200.0% | Added |
| HighMark Wealth Management LLC | 34 | $7.76K | 0.01% | +6+21.4% | Added |
| Colonial Trust Co | 33 | $7.48K | 0.00% | +33 | New |
| Atticus Wealth Management, LLC | 32 | $7.31K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 32 | $7.31K | 0.01% | +32 | New |
| Beaird Harris Wealth Management, LLC | 31 | $7.08K | 0.00% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 28 | $6.39K | 0.00% | +28 | New |
| Sierra Capital LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $6.00K | 0.00% | +9+60.0% | Added |
| Alpha Paradigm Partners, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $4.80K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 20 | $4.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $4.34K | 0.00% | +4+26.7% | Added |
| North Star Investment Management Corp. | 18 | $4.11K | 0.00% | +18 | New |
| Focused Wealth Management, Inc | 16 | $3.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $3.65K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $3.43K | 0.00% | −179−92.3% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $3.43K | 0.00% | +15 | New |
| Truvestments Capital LLC | 14 | $3.20K | 0.00% | +14 | New |
| American National Bank | 14 | $3.00K | 0.00% | +6+75.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.74K | 0.00% | +5+71.4% | Added |
| My Personal CFO, LLC | 12 | $2.74K | 0.00% | +12 | New |
| TFC Financial Management | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $2.28K | 0.00% | +10 | New |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Toth Financial Advisory Corp | 6 | $1.37K | 0.00% | −24−80.0% | Reduced |
| Cedar Wealth Management, LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |