| Asset Planning,Inc | 164 | $33.1K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 164 | $33.0K | 0.00% | −1,356−89.2% | Reduced |
| Pin Oak Investment Advisors Inc | 166 | $33.0K | 0.02% | +4+2.5% | Added |
| JFS Wealth Advisors, LLC | 163 | $32.9K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 162 | $32.7K | 0.02% | −34−17.3% | Reduced |
| Stephenson National Bank & Trust | 160 | $32.3K | 0.01% | +160 | New |
| Prestige Wealth Management Group LLC | 156 | $31.4K | 0.01% | +3+2.0% | Added |
| Trifecta Capital Advisors, LLC | 153 | $30.8K | 0.00% | +12+8.5% | Added |
| Bruce G. Allen Investments, LLC | 153 | $30.8K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $30.2K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 147 | $29.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $29.6K | 0.01% | +18+14.0% | Added |
| Community Financial Services Group, LLC | 144 | $29.0K | 0.00% | −32−18.2% | Reduced |
| SOA Wealth Advisors, LLC. | 5,235 | $28.0K | 0.00% | +5,121+4,492.1% | Added |
| Trust Co | 135 | $27.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 130 | $26.2K | 0.00% | +51+64.6% | Added |
| SJS Investment Consulting Inc. | 128 | $25.8K | 0.00% | +87+212.2% | Added |
| Webster Bank, N. A. | 127 | $25.6K | 0.00% | −160−55.7% | Reduced |
| JNBA Financial Advisors | 127 | $25.5K | 0.00% | +51+67.1% | Added |
| Silver Grove Financial Group, Inc. | 125 | $25.2K | 0.01% | +125 | New |
| Aventura Private Wealth, LLC | 122 | $24.6K | 0.01% | +122 | New |
| Mascoma Wealth Management LLC | 115 | $23.2K | 0.00% | +1+0.9% | Added |
| Ogorek Anthony Joseph | 119 | $23.0K | 0.01% | −1−0.8% | Reduced |
| Proffitt & Goodson Inc | 114 | $23.0K | 0.00% | −1−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 110 | $22.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 110 | $22.0K | 0.00% | +7+6.8% | Added |
| Cornerstone Financial Management LLC | 109 | $22.0K | 0.02% | +32+41.6% | Added |
| Archer Investment Corp | 108 | $21.8K | 0.00% | +108 | New |
| Dunhill Financial, LLC | 107 | $21.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 107 | $21.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 106 | $21.4K | 0.01% | +2+1.9% | Added |
| Owl Creek Wealth Partners LLC | 104 | $21.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $20.2K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $20.2K | 0.00% | +38+61.3% | Added |
| Cornerstone Planning Group LLC | 100 | $20.0K | 0.00% | −30−23.1% | Reduced |
| Geneos Wealth Management Inc. | 99 | $20.0K | 0.00% | +25+33.8% | Added |
| CGC Financial Services, LLC | 98 | $19.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 98 | $19.8K | 0.00% | +41+71.9% | Added |
| BFSG, LLC | 95 | $19.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 89 | $17.9K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 89 | $17.9K | 0.01% | +87+4,350.0% | Added |
| Westside Investment Management, Inc. | 88 | $17.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 88 | $17.7K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 88 | $17.7K | 0.01% | +14+18.9% | Added |
| Keating Financial Advisory Services, Inc. | 88 | $17.7K | 0.00% | +51+137.8% | Added |
| JPL Wealth Management, LLC | 87 | $17.5K | 0.00% | +2+2.4% | Added |
| Colonial Trust Advisors | 86 | $17.3K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 82 | $16.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $16.5K | 0.00% | −14−14.6% | Reduced |
| Dogwood Wealth Management LLC | 81 | $16.3K | 0.01% | +7+9.5% | Added |
| Rialto Wealth Management, LLC | 78 | $15.7K | 0.00% | +14+21.9% | Added |
| Strengthening Families & Communities, LLC | 78 | $15.7K | 0.00% | −4−4.9% | Reduced |
| City Holding Co | 77 | $15.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 77 | $15.4K | 0.00% | +17+28.3% | Added |
| Frazier Financial Advisors, LLC | 76 | $15.3K | 0.01% | −2−2.6% | Reduced |
| Centennial Bank | 75 | $15.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 75 | $15.1K | 0.00% | +75 | New |
| Altshuler Shaham Ltd | 73 | $14.7K | 0.00% | +62+563.6% | Added |
| Action Point Financial Planning, LLC | 75 | $14.7K | 0.00% | +75 | New |
| Strategic Wealth Partners, Ltd. | 71 | $14.3K | 0.00% | −2−2.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 71 | $14.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 70 | $14.1K | 0.00% | +8+12.9% | Added |
| Clear Street Markets LLC | 68 | $13.7K | 0.00% | +20+41.7% | Added |
| Manning & Napier Advisors LLC | 69 | $13.7K | 0.00% | −21,236−99.7% | Reduced |
| Private Wealth Management Group, LLC | 67 | $13.5K | 0.00% | −40−37.4% | Reduced |
| Prosperity Bancshares Inc | 67 | $13.5K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 65 | $13.1K | 0.00% | −5−7.1% | Reduced |
| RHL Group, LLC | 64 | $12.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $12.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 64 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 63 | $12.7K | 0.00% | +63 | New |
| Westfuller Advisors, LLC | 62 | $12.5K | 0.00% | −17−21.5% | Reduced |
| South State Corp. | 62 | $12.5K | 0.00% | +1+1.6% | Added |
| Tiaa Trust, National Association | 62 | $12.5K | 0.00% | +3+5.1% | Added |
| Highland Investment Advisors LLC | 61 | $12.3K | 0.01% | +61 | New |
| Abound Wealth Management | 60 | $12.2K | 0.00% | −128−68.1% | Reduced |
| Torren Management, LLC | 60 | $12.1K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 60 | $12.1K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 59 | $11.9K | 0.00% | −7−10.6% | Reduced |
| Center for Financial Planning, Inc. | 59 | $11.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 59 | $11.9K | 0.00% | +4+7.3% | Added |
| Glen Eagle Advisors, LLC | 58 | $11.7K | 0.00% | +25+75.8% | Added |
| Ameriflex Group, Inc. | 58 | $11.6K | 0.00% | −58−50.0% | Reduced |
| IMA Wealth, Inc. | 57 | $11.5K | 0.00% | +20+54.1% | Added |
| Financial Consulate, Inc | 55 | $11.1K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 55 | $11.1K | 0.01% | +55 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 56 | $11.0K | 0.00% | −101−64.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 52 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 52 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $10.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $10.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 48 | $9.68K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 47 | $9.48K | 0.00% | +10+27.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $9.27K | 0.00% | +35+350.0% | Added |
| Evermay Wealth Management LLC | 45 | $9.07K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $8.87K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 43 | $8.67K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 43 | $8.67K | 0.01% | +43 | New |
| Wealth Enhancement Trust Services, Inc. | 42 | $8.47K | 0.00% | +19+82.6% | Added |