| Quarry LP | 180 | $32.4K | 0.01% | −342−65.5% | Reduced |
| Grove Bank & Trust | 175 | $31.5K | 0.00% | +6+3.6% | Added |
| Cedar Mountain Advisors, LLC | 173 | $31.1K | 0.01% | +173 | New |
| Sound Income Strategies, LLC | 160 | $29.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 155 | $27.9K | 0.00% | +75+93.8% | Added |
| Caitlin John, LLC | 151 | $27.3K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 150 | $27.0K | 0.00% | −167−52.7% | Reduced |
| Delta Asset Management LLC | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 150 | $27.0K | 0.01% | +150 | New |
| CGC Financial Services, LLC | 148 | $26.7K | 0.01% | −87−37.0% | Reduced |
| Wedbush Fund Advisers, LLC | 147 | $26.5K | 0.00% | +147 | New |
| LRI Investments, LLC | 145 | $26.1K | 0.00% | +63+76.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 134 | $25.5K | 0.00% | +134 | New |
| Ancora Advisors, LLC | 141 | $25.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 133 | $24.0K | 0.01% | +133 | New |
| Covestor Ltd | 132 | $24.0K | 0.02% | −91−40.8% | Reduced |
| Bank of Jackson Hole Trust | 130 | $23.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 129 | $23.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 128 | $23.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $23.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 128 | $23.0K | 0.01% | +128 | New |
| JNBA Financial Advisors | 125 | $22.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 121 | $21.8K | 0.01% | +121 | New |
| International Assets Investment Management, LLC | 115 | $21.0K | 0.00% | −1−0.9% | Reduced |
| Fortitude Family Office, LLC | 109 | $19.6K | 0.00% | +52+91.2% | Added |
| Valued Wealth Advisors LLC | 102 | $18.3K | 0.01% | +6+6.3% | Added |
| Torren Management, LLC | 101 | $18.3K | 0.01% | −97−49.0% | Reduced |
| South Plains Financial, Inc. | 100 | $18.0K | 0.01% | −350−77.8% | Reduced |
| Team Financial Group, LLC | 92 | $16.6K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 90 | $16.2K | 0.01% | +54+150.0% | Added |
| Ogorek Anthony Joseph | 92 | $16.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 82 | $14.9K | 0.00% | −281−77.4% | Reduced |
| Central Trust Co | 82 | $14.8K | 0.00% | −113−57.9% | Reduced |
| 1620 Investment Advisors, Inc. | 77 | $13.9K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 73 | $13.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 71 | $12.8K | 0.00% | +71 | New |
| Private Wealth Management Group, LLC | 70 | $12.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $12.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 68 | $12.2K | 0.00% | +68 | New |
| Signature Equity Partners, LLC | 66 | $11.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 62 | $11.2K | 0.00% | +62 | New |
| United Financial Planning Group LLC | 59 | $10.6K | 0.01% | +59 | New |
| Raffa Wealth Management, LLC | 55 | $9.90K | 0.00% | −2−3.5% | Reduced |
| SJS Investment Consulting Inc. | 54 | $9.72K | 0.00% | +21+63.6% | Added |
| Kemnay Advisory Services Inc. | 54 | $9.72K | 0.00% | +54 | New |
| Salomon & Ludwin, LLC | 50 | $9.01K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $9.00K | 0.01% | −40−44.4% | Reduced |
| Southern Michigan Bank & Trust | 50 | $9.00K | 0.00% | +50 | New |
| Whittier Trust Co | 50 | $8.83K | 0.00% | −271−84.4% | Reduced |
| Clear Street Markets LLC | 49 | $8.82K | 0.00% | −2,655−98.2% | Reduced |
| MV Capital Management, Inc. | 49 | $8.82K | 0.00% | −109−69.0% | Reduced |
| Sachetta, LLC | 49 | $8.82K | 0.00% | +13+36.1% | Added |
| Golden State Equity Partners | 48 | $8.64K | 0.00% | +48 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 48 | $8.64K | 0.00% | +48 | New |
| J.Safra Asset Management Corp | 45 | $8.10K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 44 | $7.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $7.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $7.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $7.37K | 0.00% | +21+190.9% | Added |
| Estabrook Capital Management | 40 | $7.20K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $7.20K | 0.00% | +2+5.3% | Added |
| Westfuller Advisors, LLC | 40 | $7.20K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 39 | $7.02K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $6.84K | 0.00% | −3−7.3% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $6.13K | 0.00% | −5,350−99.4% | Reduced |
| Glen Eagle Advisors, LLC | 32 | $5.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $5.76K | 0.00% | +6+23.1% | Added |
| Atlantic Trust, LLC | 30 | $5.40K | 0.00% | −3−9.1% | Reduced |
| CoreCap Advisors, LLC | 29 | $5.32K | 0.00% | +1+3.6% | Added |
| American National Bank | 28 | $5.04K | 0.00% | −28−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 28 | $5.04K | 0.00% | +7+33.3% | Added |
| Dunhill Financial, LLC | 27 | $5.03K | 0.00% | +8+42.1% | Added |
| Pin Oak Investment Advisors Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $4.50K | 0.00% | +4+19.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $4.14K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 22 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $3.96K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $3.60K | 0.00% | +4+25.0% | Added |
| Kilter Group LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 18 | $3.00K | 0.00% | −7−28.0% | Reduced |
| Marquette Asset Management, LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,999 | $2.84K | 0.00% | −107−2.1% | Reduced |
| Financial Consulate, Inc | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $2.65K | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 13 | $2.34K | 0.00% | +3+30.0% | Added |
| Darwin Advisors, LLC | 12 | $2.18K | 0.00% | −9−42.9% | Reduced |
| Manchester Capital Management LLC | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.83K | 0.00% | +6+150.0% | Added |
| HFM Investment Advisors, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $1.63K | 0.00% | +2+28.6% | Added |
| Clayton Financial Group LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 9 | $1.62K | 0.00% | +9 | New |