| Optimum Investment Advisors | 605 | $45.9K | 0.02% | +100+19.8% | Added |
| Ancora Advisors, LLC | 600 | $45.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 600 | $45.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 624 | $44.9K | 0.00% | −337−35.1% | Reduced |
| Tradition Wealth Management, LLC | 553 | $42.0K | 0.00% | +44+8.6% | Added |
| Montag A & Associates Inc | 503 | $38.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 476 | $36.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 466 | $35.4K | 0.00% | −128−21.5% | Reduced |
| Ronald Blue Trust, Inc. | 600 | $35.0K | 0.00% | +564+1,566.7% | Added |
| Capital Advisors, Ltd. LLC | 436 | $33.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 400 | $30.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $30.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $26.0K | 0.00% | −12−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 342 | $25.9K | 0.00% | +45+15.2% | Added |
| Principal Securities, Inc. | 336 | $25.5K | 0.00% | +336 | New |
| Jamison Private Wealth Management, Inc. | 334 | $25.3K | 0.00% | −40−10.7% | Reduced |
| Coppell Advisory Solutions LLC | 328 | $24.9K | 0.01% | +328 | New |
| Whittier Trust Co | 317 | $24.1K | 0.00% | +300+1,764.7% | Added |
| Nemes Rush Group LLC | 314 | $23.8K | 0.00% | −42−11.8% | Reduced |
| Parkside Financial Bank & Trust | 305 | $23.1K | 0.00% | −35−10.3% | Reduced |
| Strengthening Families & Communities, LLC | 303 | $23.0K | 0.02% | +303 | New |
| Private Trust Co NA | 295 | $22.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 293 | $22.2K | 0.00% | −5,345−94.8% | Reduced |
| Brown Brothers Harriman & Co | 285 | $21.6K | 0.00% | −120−29.6% | Reduced |
| Abound Wealth Management | 266 | $20.2K | 0.01% | +14+5.6% | Added |
| JJJ Advisors Inc. | 266 | $20.2K | 0.00% | +53+24.9% | Added |
| Ci Investments Inc. | 266 | $20.0K | 0.00% | +1+0.4% | Added |
| GHP Investment Advisors, Inc. | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 268 | $18.8K | 0.01% | +268 | New |
| Huntington National Bank | 247 | $18.7K | 0.00% | −69−21.8% | Reduced |
| Plato Investment Management Ltd | 246 | $18.7K | 0.02% | +246 | New |
| Farther Finance Advisors, LLC | 237 | $18.0K | 0.00% | +143+152.1% | Added |
| Benjamin Edwards Inc | 242 | $18.0K | 0.00% | −188−43.7% | Reduced |
| Global Wealth Strategies & Associates | 233 | $17.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 212 | $16.1K | 0.00% | +40+23.3% | Added |
| Truvestments Capital LLC | 207 | $15.7K | 0.01% | −240−53.7% | Reduced |
| Bourgeon Capital Management LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 195 | $14.8K | 0.00% | +195 | New |
| South State Corp. | 193 | $14.6K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 187 | $14.2K | 0.01% | +187 | New |
| Brown, Lisle/Cummings, Inc. | 175 | $13.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 153 | $12.0K | 0.00% | −11−6.7% | Reduced |
| Glassman Wealth Services | 157 | $11.9K | 0.00% | +7+4.7% | Added |
| CVA Family Office, LLC | 153 | $11.6K | 0.00% | +153 | New |
| Creative Financial Designs Inc | 150 | $11.4K | 0.00% | −50−25.0% | Reduced |
| Life Planning Partners, Inc | 149 | $11.3K | 0.01% | +149 | New |
| Manchester Capital Management LLC | 146 | $11.1K | 0.00% | −615−80.8% | Reduced |
| Hantz Financial Services, Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 139 | $10.5K | 0.00% | +139 | New |
| Hazlett, Burt & Watson, Inc. | 129 | $10.0K | 0.01% | −60−31.7% | Reduced |
| Hobbs Group Advisors, LLC | 126 | $9.56K | 0.00% | +126 | New |
| Rakuten Investment Management, Inc. | 123 | $9.49K | 0.00% | +123 | New |
| SRS Capital Advisors, Inc. | 124 | $9.41K | 0.00% | +3+2.5% | Added |
| Activest Wealth Management | 122 | $9.26K | 0.01% | +33+37.1% | Added |
| Bell Investment Advisors, Inc | 122 | $9.26K | 0.00% | +19+18.4% | Added |
| Orion Capital Management LLC | 120 | $9.10K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 115 | $9.00K | 0.00% | −4,145−97.3% | Reduced |
| Smithfield Trust Co | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 110 | $8.35K | 0.00% | +13+13.4% | Added |
| SJS Investment Consulting Inc. | 110 | $8.35K | 0.00% | +103+1,471.4% | Added |
| WealthCollab, LLC | 106 | $8.04K | 0.01% | +106 | New |
| CKW Financial Group | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 102 | $7.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $7.66K | 0.00% | −200−66.4% | Reduced |
| Pacific Center for Financial Services | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $7.51K | 0.00% | −2−2.0% | Reduced |
| VisionPoint Advisory Group, LLC | 99 | $7.51K | 0.00% | −2−2.0% | Reduced |
| OpenView Management, LLC | 95 | $7.21K | 100.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 86 | $7.00K | 0.00% | −39−31.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 91 | $6.92K | 0.00% | +18+24.7% | Added |
| Adirondack Trust Co | 113 | $6.73K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 86 | $6.53K | 0.00% | +21+32.3% | Added |
| Pittenger & Anderson Inc | 80 | $6.07K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 75 | $5.69K | 0.00% | +75 | New |
| Rise Advisors, LLC | 72 | $5.46K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $5.00K | 0.00% | +65+650.0% | Added |
| Iron Horse Wealth Management, LLC | 64 | $4.86K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $4.55K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 60 | $4.55K | 0.00% | −17−22.1% | Reduced |
| Private Wealth Management Group, LLC | 59 | $4.48K | 0.00% | +59 | New |
| Carmichael Hill & Associates, Inc. | 58 | $4.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $4.40K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 56 | $4.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 52 | $3.94K | 0.00% | +2+4.0% | Added |
| Toth Financial Advisory Corp | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $3.79K | 0.00% | +50 | New |
| C M Bidwell & Associates Ltd | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $3.79K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 49 | $3.72K | 0.00% | −16−24.6% | Reduced |
| Gradient Investments LLC | 48 | $3.64K | 0.00% | −329−87.3% | Reduced |
| AdvisorNet Financial, Inc | 44 | $3.34K | 0.00% | +2+4.8% | Added |
| Core Alternative Capital | 42 | $3.19K | 0.00% | −258−86.0% | Reduced |
| Zions Bancorporation, N.A. | 41 | $3.11K | 0.00% | −25−37.9% | Reduced |