| Basecamp Wealth Advisors LLC | 116 | $39.3K | 0.01% | −28−19.4% | Reduced |
| First Community Trust NA | 115 | $38.9K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 105 | $37.2K | 0.00% | −53−33.5% | Reduced |
| Colonial Trust Advisors | 106 | $36.0K | 0.00% | −125−54.1% | Reduced |
| NBC Securities, Inc. | 106 | $35.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $35.7K | 0.00% | −86−44.8% | Reduced |
| CVA Family Office, LLC | 102 | $34.5K | 0.00% | +19+22.9% | Added |
| United Community Bank | 98 | $33.2K | 0.01% | −363−78.7% | Reduced |
| Exchange Traded Concepts, LLC | 95 | $32.1K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 95 | $32.1K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 92 | $31.1K | 0.01% | −76−45.2% | Reduced |
| Cornerstone Planning Group LLC | 91 | $30.6K | 0.00% | −52−36.4% | Reduced |
| Eastern Bank | 88 | $29.8K | 0.00% | −14,000−99.4% | Reduced |
| Park Place Capital Corp | 87 | $29.4K | 0.00% | +2+2.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 82 | $27.7K | 0.00% | +82 | New |
| Edmond de Rothschild Holding S.A. | 80 | $27.1K | 0.00% | +80 | New |
| Meramec Financial Planners, LLC | 72 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 80 | $26.8K | 0.00% | +80 | New |
| Regatta Research & Money Management | 78 | $26.4K | 0.02% | +78 | New |
| Continuum Advisory, LLC | 76 | $25.7K | 0.00% | +76 | New |
| Private Wealth Asset Management, LLC | 74 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 71 | $24.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 69 | $23.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $23.0K | 0.00% | −98−59.0% | Reduced |
| Louisbourg Investments Inc. | 66 | $22.3K | 0.00% | +19+40.4% | Added |
| Transamerica Financial Advisors, Inc. | 65 | $22.2K | 0.00% | +3+4.8% | Added |
| Bruce G. Allen Investments, LLC | 64 | $21.7K | 0.01% | −25−28.1% | Reduced |
| North Star Investment Management Corp. | 63 | $21.3K | 0.00% | +59+1,475.0% | Added |
| Walleye Capital LLC | 61 | $20.6K | 0.00% | −551−90.0% | Reduced |
| Alpine Bank Wealth Management | 60 | $20.3K | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 59 | $20.0K | 0.00% | −6−9.2% | Reduced |
| First Command Advisory Services, Inc. | 59 | $20.0K | 0.00% | +25+73.5% | Added |
| Private Wealth Management Group, LLC | 55 | $18.6K | 0.00% | −16−22.5% | Reduced |
| Westside Investment Management, Inc. | 51 | $17.3K | 0.00% | −51−50.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 50 | $17.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 49 | $17.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $16.9K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $16.9K | 0.01% | +40+400.0% | Added |
| Avalon Trust Co | 47 | $15.9K | 0.00% | −21−30.9% | Reduced |
| Princeton Global Asset Management LLC | 47 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 45 | $15.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 45 | $15.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $15.0K | 0.01% | +2+4.9% | Added |
| Owl Creek Wealth Partners LLC | 44 | $14.9K | 0.00% | −372−89.4% | Reduced |
| Institute for Wealth Management, LLC. | 44 | $14.9K | 0.00% | +44 | New |
| Joseph Group Capital Management | 44 | $14.9K | 0.00% | +9+25.7% | Added |
| Triumph Capital Management | 43 | $14.6K | 0.00% | −12−21.8% | Reduced |
| MCF Advisors LLC | 43 | $14.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 42 | $14.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 42 | $14.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $14.2K | 0.00% | +1+2.4% | Added |
| Silver Grove Financial Group, Inc. | 41 | $13.9K | 0.01% | +37+925.0% | Added |
| AdvisorNet Financial, Inc | 40 | $13.5K | 0.00% | −104−72.2% | Reduced |
| Bell Investment Advisors, Inc | 40 | $13.5K | 0.00% | +8+25.0% | Added |
| Sachetta, LLC | 38 | $12.9K | 0.01% | +4+11.8% | Added |
| Midwest Capital Advisors, LLC | 36 | $12.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 36 | $12.2K | 0.00% | −64−64.0% | Reduced |
| Tripletail Wealth Management, LLC | 33 | $12.0K | 0.01% | −113−77.4% | Reduced |
| Pingora Partners LLC | 35 | $11.8K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $11.5K | 0.00% | +2+6.3% | Added |
| SHP Wealth Management | 33 | $11.2K | 0.00% | −4−10.8% | Reduced |
| Sit Investment Associates Inc | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 32 | $10.8K | 0.01% | −97−75.2% | Reduced |
| Wilkerson Advisory Group LLC | 32 | $10.8K | 0.00% | +5+18.5% | Added |
| JPL Wealth Management, LLC | 30 | $10.2K | 0.00% | +2+7.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 30 | $10.2K | 0.00% | −15−33.3% | Reduced |
| Timbuktu Capital Management, LLC | 30 | $10.2K | 0.02% | +30 | New |
| Grove Bank & Trust | 29 | $9.81K | 0.00% | −2−6.5% | Reduced |
| WPG Advisers, LLC | 28 | $9.47K | 0.01% | +5+21.7% | Added |
| ORG Wealth Partners, LLC | 27 | $9.13K | 0.00% | −232−89.6% | Reduced |
| Wellington-Altus USA Inc. | 25 | $8.85K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $8.80K | 0.00% | −39−60.0% | Reduced |
| Cornerstone Financial Management LLC | 26 | $8.80K | 0.01% | +9+52.9% | Added |
| Financial Management Professionals, Inc. | 25 | $8.46K | 0.00% | −15−37.5% | Reduced |
| Westfuller Advisors, LLC | 24 | $8.13K | 0.00% | +14+140.0% | Added |
| Bare Financial Services, Inc | 24 | $8.12K | 0.00% | +2+9.1% | Added |
| Strengthening Families & Communities, LLC | 23 | $7.84K | 0.00% | +2+9.5% | Added |
| Glen Eagle Advisors, LLC | 23 | $7.82K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 23 | $7.78K | 0.00% | −88−79.3% | Reduced |
| Truvestments Capital LLC | 23 | $7.78K | 0.00% | −20−46.5% | Reduced |
| Burkett Financial Services, LLC | 23 | $7.78K | 0.00% | +23 | New |
| Activest Wealth Management | 22 | $7.45K | 0.00% | −88−80.0% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $7.45K | 0.00% | −15−40.5% | Reduced |
| Highline Wealth Partners LLC | 22 | $7.45K | 0.00% | +5+29.4% | Added |
| Rialto Wealth Management, LLC | 22 | $7.45K | 0.00% | +15+214.3% | Added |
| Oakworth Capital, Inc. | 21 | $7.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $6.77K | 0.00% | −590−96.7% | Reduced |
| Key Financial Inc | 17 | $5.75K | 0.00% | −9−34.6% | Reduced |
| Ares Financial Consulting, LLC | 17 | $5.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $5.75K | 0.00% | +4+30.8% | Added |
| Financial Consulate, Inc | 16 | $5.42K | 0.00% | +7+77.8% | Added |
| First Pacific Financial | 16 | $5.42K | 0.00% | +15+1,500.0% | Added |
| Hilton Head Capital Partners, LLC | 16 | $5.41K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 16 | $5.41K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 15 | $5.08K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $4.74K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $4.41K | 0.00% | −3−18.8% | Reduced |
| Carolina Wealth Advisors, LLC | 13 | $4.40K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12 | $4.26K | 0.00% | +1+9.1% | Added |
