| HHM Wealth Advisors, LLC | 465 | $45.2K | 0.01% | +10+2.2% | Added |
| Smithfield Trust Co | 450 | $44.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 451 | $43.8K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 450 | $43.7K | 0.00% | +450 | New |
| Wiser Advisor Group LLC | 428 | $41.6K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 414 | $41.0K | 0.03% | −92−18.2% | Reduced |
| Crewe Advisors LLC | 404 | $39.2K | 0.01% | −107−20.9% | Reduced |
| Strategic Investment Solutions, Inc. | 402 | $38.9K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 400 | $38.8K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 393 | $38.2K | 0.01% | +393 | New |
| Kozak & Associates, Inc. | 394 | $37.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 380 | $36.9K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 378 | $36.7K | 0.01% | −5−1.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 375 | $36.4K | 0.03% | +375 | New |
| Bell Investment Advisors, Inc | 359 | $34.9K | 0.01% | +135+60.3% | Added |
| Manchester Capital Management LLC | 353 | $34.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 304 | $32.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 330 | $32.0K | 0.03% | +330 | New |
| Whipplewood Advisors, LLC | 327 | $31.8K | 0.02% | +327 | New |
| Credit Agricole S A | 325 | $31.6K | 0.00% | −363−52.8% | Reduced |
| Continuum Advisory, LLC | 325 | $31.6K | 0.00% | +44+15.7% | Added |
| Capital A Wealth Management, LLC | 321 | $31.2K | 0.05% | +321 | New |
| Ronald Blue Trust, Inc. | 314 | $30.5K | 0.00% | −439−58.3% | Reduced |
| Hemington Wealth Management | 316 | $30.0K | 0.01% | +131+70.8% | Added |
| First Community Trust NA | 302 | $29.3K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 294 | $28.5K | 0.01% | +267+988.9% | Added |
| Lazard Asset Management LLC | 291 | $28.0K | 0.00% | −6,535−95.7% | Reduced |
| JFS Wealth Advisors, LLC | 274 | $26.6K | 0.00% | +76+38.4% | Added |
| Quent Capital, LLC | 268 | $26.0K | 0.00% | +1+0.4% | Added |
| Financial Gravity Companies, Inc. | 265 | $25.7K | 0.01% | +265 | New |
| Bank of Jackson Hole Trust | 255 | $24.8K | 0.02% | +255 | New |
| Rise Advisors, LLC | 251 | $24.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 250 | $24.3K | 0.02% | +250 | New |
| Aster Capital Management (DIFC) Ltd | 247 | $24.0K | 0.01% | +247 | New |
| WPG Advisers, LLC | 241 | $23.4K | 0.02% | +241 | New |
| Byrne Asset Management LLC | 240 | $23.3K | 0.02% | −30−11.1% | Reduced |
| First Financial Corp | 240 | $23.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 240 | $23.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $21.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 224 | $21.8K | 0.01% | +2+0.9% | Added |
| Castleview Partners, LLC | 227 | $21.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 222 | $21.6K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 217 | $21.1K | 0.01% | +217 | New |
| Oliver Lagore Vanvalin Investment Group | 213 | $20.7K | 0.01% | +213 | New |
| Trust Co of Vermont | 212 | $20.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 211 | $20.5K | 0.00% | +200+1,818.2% | Added |
| Raiffeisen Bank International AG | 200 | $19.7K | 0.00% | +200 | New |
| Old Point Trust & Financial Services N A | 200 | $19.4K | 0.01% | −300−60.0% | Reduced |
| AdvisorNet Financial, Inc | 200 | $19.4K | 0.00% | −26−11.5% | Reduced |
| Hartford Financial Management Inc. | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 197 | $19.1K | 0.01% | −8−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 195 | $18.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 195 | $18.9K | 0.01% | +5+2.6% | Added |
| GW&K Investment Management, LLC | 172 | $17.0K | 0.00% | +20+13.2% | Added |
| Frazier Financial Advisors, LLC | 171 | $16.8K | 0.01% | +171 | New |
| TSFG, LLC | 164 | $16.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 162 | $15.7K | 0.01% | −133−45.1% | Reduced |
| WealthCollab, LLC | 161 | $15.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 157 | $15.2K | 0.01% | +157 | New |
| Westside Investment Management, Inc. | 155 | $15.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 147 | $14.3K | 0.00% | −90−38.0% | Reduced |
| PFS Partners, LLC | 142 | $13.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $13.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $13.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $13.4K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 131 | $12.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 127 | $12.3K | 0.01% | +127 | New |
| Tidemark, LLC | 125 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 121 | $11.7K | 0.00% | −21−14.8% | Reduced |
| Salem Investment Counselors Inc | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $10.4K | 0.00% | +21+24.4% | Added |
| Transce3nd, LLC | 105 | $10.2K | 0.00% | +105 | New |
| Winthrop Capital Management, LLC | 104 | $10.0K | 0.00% | +104 | New |
| Gen-Wealth Partners Inc | 100 | $9.71K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $9.71K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 100 | $9.71K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 99 | $9.61K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 99 | $9.00K | 0.00% | +99 | New |
| Carolinas Wealth Consulting LLC | 89 | $8.64K | 0.00% | −165−65.0% | Reduced |
| Legend Financial Advisors, Inc. | 83 | $8.06K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 81 | $7.87K | 0.00% | −2,710−97.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 73 | $7.09K | 0.00% | +12+19.7% | Added |
| SJS Investment Consulting Inc. | 71 | $6.89K | 0.00% | −142−66.7% | Reduced |
| High Note Wealth, LLC | 68 | $6.60K | 0.00% | +68 | New |
| Cape Investment Advisory, Inc. | 67 | $6.51K | 0.00% | +1+1.5% | Added |
| Bruce G. Allen Investments, LLC | 65 | $6.31K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 61 | $5.92K | 0.01% | +61 | New |
| Synergy Financial Management, LLC | 100 | $5.71K | 0.00% | +100 | New |
| Grove Bank & Trust | 58 | $5.63K | 0.00% | +58 | New |
| Cedar Mountain Advisors, LLC | 57 | $5.54K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 54 | $5.24K | 0.00% | +54 | New |
| Dunhill Financial, LLC | 53 | $5.15K | 0.00% | +1+1.9% | Added |
| True Wealth Design, LLC | 53 | $5.15K | 0.00% | +9+20.5% | Added |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | +13+35.1% | Added |
| TFC Financial Management | 51 | $4.95K | 0.00% | +28+121.7% | Added |
| Kessler Investment Group, LLC | 51 | $4.95K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 50 | $4.86K | 0.00% | −157−75.8% | Reduced |
| Front Row Advisors LLC | 50 | $4.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $4.66K | 0.00% | +48 | New |