| UMA Financial Services, Inc. | 64 | $49.4K | 0.01% | +7+12.3% | Added |
| Newbridge Financial Services Group, Inc. | 63 | $48.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $47.1K | 0.01% | −20−24.7% | Reduced |
| Rosenberg Matthew Hamilton | 60 | $46.3K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 60 | $46.3K | 0.03% | +60 | New |
| Abound Wealth Management | 56 | $43.3K | 0.01% | −3−5.1% | Reduced |
| Root Financial Partners, LLC | 56 | $43.2K | 0.00% | +21+60.0% | Added |
| Oakworth Capital, Inc. | 56 | $43.2K | 0.00% | +31+124.0% | Added |
| Private Wealth Management Group, LLC | 55 | $42.5K | 0.01% | −3−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 53 | $41.2K | 0.00% | −28−34.6% | Reduced |
| United Community Bank | 53 | $40.9K | 0.02% | −121−69.5% | Reduced |
| AdvisorNet Financial, Inc | 52 | $40.2K | 0.00% | −10−16.1% | Reduced |
| Basepoint Wealth LLC | 51 | $39.5K | 0.02% | +51 | New |
| Colonial Trust Advisors | 50 | $38.8K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $38.6K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 50 | $38.6K | 0.01% | +50 | New |
| FNY Investment Advisers, LLC | 50 | $38.0K | 0.01% | +50 | New |
| Torren Management, LLC | 49 | $37.9K | 0.02% | +49 | New |
| Transamerica Financial Advisors, Inc. | 48 | $37.1K | 0.00% | +38+380.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $37.0K | 0.05% | +2+4.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $34.7K | 0.01% | +3+7.1% | Added |
| MCF Advisors LLC | 45 | $34.7K | 0.00% | +15+50.0% | Added |
| Bell Investment Advisors, Inc | 45 | $34.7K | 0.01% | +17+60.7% | Added |
| Manchester Capital Management LLC | 43 | $33.2K | 0.00% | −225−84.0% | Reduced |
| Costello Asset Management, INC | 43 | $33.2K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 42 | $32.4K | 0.02% | +42 | New |
| Salomon & Ludwin, LLC | 42 | $32.1K | 0.00% | −3−6.7% | Reduced |
| Birchwood Financial Partners, Inc. | 41 | $31.7K | 0.03% | +41 | New |
| Catalyst Capital Advisors LLC | 40 | $30.9K | 0.00% | −13−24.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 40 | $30.9K | 0.00% | −6−13.0% | Reduced |
| Kemnay Advisory Services Inc. | 40 | $30.9K | 0.00% | +40 | New |
| Board of the Pension Protection Fund | 40 | $30.9K | 0.03% | +40 | New |
| Consultiva Wealth Management, Corp. | 40 | $30.9K | 0.09% | 00.0% | Unchanged |
| Titan Wealth (CI) Ltd | 37 | $28.6K | 0.01% | +37 | New |
| JFS Wealth Advisors, LLC | 36 | $27.9K | 0.00% | +11+44.0% | Added |
| Trust Co of Vermont | 35 | $27.0K | 0.00% | −415−92.2% | Reduced |
| Pinney & Scofield, Inc. | 35 | $27.0K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $26.5K | 0.00% | +34 | New |
| Ameliora Wealth Management Ltd. | 34 | $26.2K | 0.01% | −24−41.4% | Reduced |
| IAG Wealth Partners, LLC | 33 | $25.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $25.5K | 0.02% | +1+3.1% | Added |
| WPG Advisers, LLC | 33 | $25.5K | 0.02% | +25+312.5% | Added |
| GHP Investment Advisors, Inc. | 32 | $24.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $24.7K | 0.00% | +7+28.0% | Added |
| Financial Network Wealth Advisors LLC | 32 | $24.7K | 0.03% | +3+10.3% | Added |
| Colonial Trust Co | 32 | $24.4K | 0.00% | +7+28.0% | Added |
| Private Wealth Asset Management, LLC | 31 | $23.9K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 30 | $23.2K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 30 | $23.2K | 0.00% | +20+200.0% | Added |
| Boreal Capital Management LLC | 29 | $22.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $22.4K | 0.00% | +1+3.6% | Added |
| Caldwell Trust Co | 28 | $21.6K | 0.00% | −70−71.4% | Reduced |
| Heritage Wealth Advisors | 28 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $21.0K | 0.01% | −3−10.0% | Reduced |
| Ares Financial Consulting, LLC | 27 | $20.9K | 0.02% | +27 | New |
| GoalVest Advisory LLC | 27 | $20.8K | 0.00% | +27 | New |
| Westfuller Advisors, LLC | 26 | $20.1K | 0.01% | +26 | New |
| Sachetta, LLC | 26 | $20.1K | 0.01% | −3−10.3% | Reduced |
| Strengthening Families & Communities, LLC | 25 | $19.4K | 0.01% | −8−24.2% | Reduced |
| BFSG, LLC | 25 | $19.3K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 25 | $19.3K | 0.00% | +25 | New |
| PFS Partners, LLC | 24 | $18.6K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 24 | $18.5K | 0.03% | +24 | New |
| Kilter Group LLC | 24 | $18.5K | 0.01% | +9+60.0% | Added |
| Acumen Wealth Advisors, LLC | 24 | $18.5K | 0.01% | +24 | New |
| Byrne Asset Management LLC | 23 | $17.8K | 0.01% | +1+4.5% | Added |
| Howard Hughes Medical Institute | 22 | $17.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $17.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $17.0K | 0.01% | +2+10.0% | Added |
| Cornerstone Planning Group LLC | 22 | $16.5K | 0.00% | −126−85.1% | Reduced |
| Pacifica Partners Inc. | 20 | $15.5K | 0.01% | +10+100.0% | Added |
| Golden State Wealth Management, LLC | 20 | $15.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $15.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $15.4K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $14.7K | 0.00% | −2−9.5% | Reduced |
| Pinnacle Bancorp, Inc. | 18 | $13.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $13.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $13.0K | 0.00% | +4+30.8% | Added |
| Sunbelt Securities, Inc. | 16 | $12.4K | 0.00% | +2+14.3% | Added |
| Rakuten Securities, Inc. | 16 | $12.3K | 0.00% | −32−66.7% | Reduced |
| Bogart Wealth, LLC | 16 | $12.3K | 0.00% | +1+6.7% | Added |
| DecisionPoint Financial, LLC | 16 | $12.3K | 0.00% | +15+1,500.0% | Added |
| 1015 Capital Partners, LLC | 16 | $12.3K | 0.01% | +16 | New |
| Capital Advisors, Ltd. LLC | 15 | $12.0K | 0.00% | −2−11.8% | Reduced |
| Hanson & Doremus Investment Management | 16 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $11.6K | 0.00% | +10+200.0% | Added |
| J.Safra Asset Management Corp | 15 | $11.6K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $10.8K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $10.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $10.8K | 0.00% | −3−17.6% | Reduced |
| Joseph Group Capital Management | 14 | $10.8K | 0.00% | +14 | New |
| Addison Advisors LLC | 13 | $10.0K | 0.00% | +2+18.2% | Added |
| Garton & Associates Financial Advisors LLC | 12 | $9.29K | 0.01% | +12 | New |
| Financial Consulate, Inc | 12 | $9.26K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 12 | $9.26K | 0.00% | +2+20.0% | Added |
| Fortitude Family Office, LLC | 11 | $8.49K | 0.00% | −4−26.7% | Reduced |
| ZRC Wealth Management, LLC | 11 | $8.49K | 0.00% | +5+83.3% | Added |
| Wealth Watch Advisors, INC | 11 | $8.49K | 0.00% | +5+83.3% | Added |
| CKW Financial Group | 10 | $8.00K | 0.00% | 00.0% | Unchanged |