| Capstone Investment Advisors, LLC | 130 | $77.4K | 0.00% | −1,148−89.8% | Reduced |
| First Personal Financial Services | 130 | $77.4K | 0.02% | +130 | New |
| Clear Investment Research, LLC | 125 | $74.4K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 124 | $73.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 122 | $72.6K | 0.01% | +49+67.1% | Added |
| MCF Advisors LLC | 121 | $72.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 119 | $70.8K | 0.01% | +32+36.8% | Added |
| Whittier Trust Co of Nevada Inc | 118 | $70.2K | 0.00% | +38+47.5% | Added |
| Avalon Trust Co | 115 | $68.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 114 | $67.8K | 0.14% | +47+70.1% | Added |
| Silicon Valley Capital Partners | 109 | $64.6K | 0.01% | +100+1,111.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 108 | $64.0K | 0.02% | −22−16.9% | Reduced |
| Keener Financial Planning LLC | 108 | $64.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 107 | $64.0K | 0.01% | +13+13.8% | Added |
| Quarry LP | 107 | $63.7K | 0.03% | +107 | New |
| Ulland Investment Advisors, LLC | 106 | $63.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $61.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 104 | $61.9K | 0.00% | +37+55.2% | Added |
| Arcadia Investment Management Corp | 100 | $59.5K | 0.01% | +100 | New |
| Rakuten Securities, Inc. | 99 | $58.9K | 0.03% | −50−33.6% | Reduced |
| State of Wyoming | 97 | $57.7K | 0.01% | −154−61.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 96 | $57.1K | 0.02% | +62+182.4% | Added |
| Opal Wealth Advisors, LLC | 90 | $53.6K | 0.02% | +90 | New |
| Washington Trust Advisors, Inc. | 90 | $53.5K | 0.00% | +21+30.4% | Added |
| Jackson Square Partners, LLC | 87 | $51.8K | 0.00% | −83−48.8% | Reduced |
| Fairscale Capital, LLC | 84 | $51.5K | 0.05% | +84 | New |
| South State Corp. | 82 | $48.8K | 0.00% | −8−8.9% | Reduced |
| Rise Advisors, LLC | 81 | $48.2K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 81 | $48.2K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 79 | $47.0K | 0.00% | −506−86.5% | Reduced |
| Tortoise Investment Management, LLC | 79 | $47.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 78 | $46.4K | 0.01% | −63−44.7% | Reduced |
| ICA Group Wealth Management, LLC | 76 | $45.2K | 0.03% | −211−73.5% | Reduced |
| FinTrust Capital Advisors, LLC | 75 | $44.6K | 0.01% | +8+11.9% | Added |
| Versant Capital Management, Inc | 74 | $44.0K | 0.01% | +49+196.0% | Added |
| Coppell Advisory Solutions LLC | 74 | $44.0K | 0.01% | +74 | New |
| Core Alternative Capital | 71 | $42.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 70 | $41.7K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 69 | $41.1K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 68 | $40.5K | 0.02% | +68 | New |
| Cherry Tree Wealth Management, LLC | 68 | $40.2K | 0.01% | −5−6.8% | Reduced |
| Painted Porch Advisors LLC | 67 | $39.9K | 0.02% | +67 | New |
| AdvisorNet Financial, Inc | 66 | $39.3K | 0.00% | +3+4.8% | Added |
| Lowe Wealth Advisors, LLC | 65 | $38.7K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 65 | $38.7K | 0.01% | +29+80.6% | Added |
| GW&K Investment Management, LLC | 64 | $38.0K | 0.00% | +9+16.4% | Added |
| Activest Wealth Management | 62 | $36.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $35.7K | 0.02% | +24+66.7% | Added |
| Quintet Private Bank (Europe) S.A. | 50 | $34.6K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 54 | $32.1K | 0.00% | +54 | New |
| Deseret Mutual Benefit Administrators | 53 | $31.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 58 | $30.5K | 0.01% | +15+34.9% | Added |
| REAP Financial Group, LLC | 51 | $30.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $30.0K | 0.02% | −20−28.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $29.8K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 50 | $29.8K | 0.02% | +50 | New |
| Magellan Asset Management Ltd | 45 | $26.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 42 | $25.3K | 0.00% | +36+600.0% | Added |
| Plante Moran Financial Advisors, LLC | 42 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $24.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $23.8K | 0.00% | −8−16.7% | Reduced |
| Providence Capital Advisors, LLC | 40 | $23.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $23.2K | 0.00% | −193−83.2% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $22.0K | 0.00% | −32−46.4% | Reduced |
| Glen Eagle Advisors, LLC | 37 | $22.0K | 0.00% | +34+1,133.3% | Added |
| Asset Dedication, LLC | 36 | $21.4K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 36 | $21.4K | 0.00% | +36 | New |
| Geneos Wealth Management Inc. | 35 | $20.8K | 0.00% | +5+16.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 35 | $20.8K | 0.00% | +19+118.8% | Added |
| Orion Capital Management LLC | 32 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 32 | $19.0K | 0.00% | +1+3.2% | Added |
| TSFG, LLC | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $18.7K | 0.01% | +1+3.3% | Added |
| SJS Investment Consulting Inc. | 30 | $17.9K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 29 | $17.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 29 | $17.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $16.7K | 0.01% | +28 | New |
| Pittenger & Anderson Inc | 27 | $16.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 27 | $16.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $16.1K | 0.00% | +2+8.0% | Added |
| Bokf, NA | 26 | $15.5K | 0.00% | +20+333.3% | Added |
| Creekmur Asset Management LLC | 25 | $14.9K | 0.00% | −3−10.7% | Reduced |
| Independence Bank of Kentucky | 25 | $14.9K | 0.00% | +12+92.3% | Added |
| JDM Financial Group LLC | 24 | $14.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $14.3K | 0.00% | +8+50.0% | Added |
| Tyler-Stone Wealth Management | 24 | $14.3K | 0.01% | +24 | New |
| WealthCollab, LLC | 23 | $13.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $13.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $13.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $12.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $12.0K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 20 | $11.9K | 0.01% | +5+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $11.3K | 0.00% | +11+137.5% | Added |
| Avion Wealth | 20 | $11.0K | 0.00% | +4+25.0% | Added |
| PSI Advisors, LLC | 18 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $10.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $10.7K | 0.01% | +3+20.0% | Added |
| IAG Wealth Partners, LLC | 18 | $10.7K | 0.00% | +18 | New |
| First Financial Corp | 18 | $10.7K | 0.01% | 00.0% | Unchanged |