| AllSquare Wealth Management LLC | 102 | $42.0K | 0.03% | +11+12.1% | Added |
| Clearstead Advisors, LLC | 89 | $41.9K | 0.00% | −3−3.3% | Reduced |
| Group One Trading, L.P. | 89 | $41.9K | 0.00% | +26+41.3% | Added |
| WealthPLAN Partners, LLC | 85 | $40.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 81 | $38.1K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 81 | $38.1K | 0.00% | −41−33.6% | Reduced |
| Lumature Wealth Partners, LLC | 81 | $38.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 80 | $37.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 78 | $36.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 77 | $36.2K | 0.03% | +77 | New |
| Massmutual Trust Co FSB | 72 | $33.9K | 0.00% | +15+26.3% | Added |
| Parkside Financial Bank & Trust | 70 | $32.9K | 0.01% | +4+6.1% | Added |
| Montag A & Associates Inc | 67 | $31.5K | 0.00% | +41+157.7% | Added |
| RFP Financial Group LLC | 67 | $31.5K | 0.01% | +46+219.0% | Added |
| Clear Street Markets LLC | 66 | $31.0K | 0.01% | −33−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 61 | $28.7K | 0.00% | −2−3.2% | Reduced |
| Glassman Wealth Services | 60 | $28.2K | 0.00% | −1−1.6% | Reduced |
| JJJ Advisors Inc. | 58 | $27.3K | 0.01% | −1−1.7% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $26.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 57 | $26.8K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 57 | $26.0K | 0.00% | +11+23.9% | Added |
| Coppell Advisory Solutions LLC | 55 | $25.7K | 0.01% | +55 | New |
| Carolinas Wealth Consulting LLC | 53 | $24.9K | 0.00% | −9−14.5% | Reduced |
| Manchester Capital Management LLC | 51 | $24.0K | 0.00% | +1+2.0% | Added |
| Vigilant Capital Management, LLC | 51 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $23.5K | 0.00% | −584−92.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 50 | $23.5K | 0.01% | +50 | New |
| Farther Finance Advisors, LLC | 49 | $23.1K | 0.01% | −7−12.5% | Reduced |
| Ronald Blue Trust, Inc. | 42 | $23.0K | 0.00% | −37−46.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 46 | $21.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 45 | $21.2K | 0.01% | 00.0% | Unchanged |
| Motco | 44 | $20.7K | 0.00% | +11+33.3% | Added |
| Covestor Ltd | 43 | $20.0K | 0.02% | +9+26.5% | Added |
| Coastal Capital Group, Inc. | 42 | $19.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 41 | $19.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 40 | $19.0K | 0.00% | −392−90.7% | Reduced |
| Anchor Investment Management, LLC | 40 | $18.8K | 0.00% | +40 | New |
| CarsonAllaria Wealth Management, Ltd. | 38 | $17.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $16.9K | 0.00% | −86−70.5% | Reduced |
| Zions Bancorporation, N.A. | 35 | $16.5K | 0.00% | −2−5.4% | Reduced |
| Armstrong Advisory Group, Inc | 35 | $16.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 36 | $16.0K | 0.00% | −1,134−96.9% | Reduced |
| Westside Investment Management, Inc. | 33 | $15.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $15.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $15.5K | 0.00% | +6+22.2% | Added |
| Sugarloaf Wealth Management, LLC | 32 | $15.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $15.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 31 | $14.6K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 31 | $14.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30 | $14.3K | 0.00% | −1,362−97.8% | Reduced |
| TFC Financial Management | 30 | $14.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 30 | $14.1K | 0.00% | +30 | New |
| WealthPlan Investment Management, LLC | 30 | $14.1K | 0.00% | +30 | New |
| Jackson, Grant Investment Advisers, Inc. | 29 | $13.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 29 | $13.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $13.0K | 0.00% | −176−86.3% | Reduced |
| Bell Investment Advisors, Inc | 27 | $12.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $12.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $12.2K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $11.8K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $11.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $11.8K | 0.01% | – | – |
| Fairfield Financial Advisors, LTD | 24 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 23 | $10.8K | 0.00% | +23 | New |
| WR Wealth Planners, LLC | 22 | $10.4K | 0.00% | +2+10.0% | Added |
| Halpern Financial, Inc. | 22 | $10.4K | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 21 | $9.88K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $9.41K | 0.01% | −1−4.8% | Reduced |
| First Manhattan Co | 20 | $9.41K | 0.00% | +20 | New |
| VitalStone Financial, LLC | 17 | $9.00K | 0.01% | +5+41.7% | Added |
| Bokf, NA | 19 | $8.94K | 0.00% | −36−65.5% | Reduced |
| Oakworth Capital, Inc. | 19 | $8.94K | 0.00% | +19 | New |
| Disciplined Investments, LLC | 18 | $8.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $8.00K | 0.00% | +8+88.9% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $8.00K | 0.00% | −42−71.2% | Reduced |
| Central Bank & Trust Co | 17 | $8.00K | 0.00% | −4−19.0% | Reduced |
| Union Savings Bank | 17 | $7.56K | 0.00% | +17 | New |
| Core Wealth Advisors, Inc. | 16 | $7.53K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $7.06K | 0.00% | −20−57.1% | Reduced |
| Piershale Financial Group, Inc. | 15 | $7.06K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $7.06K | 0.01% | +14+1,400.0% | Added |
| Loomis Sayles & Co L P | 14 | $7.00K | 0.00% | −101−87.8% | Reduced |
| GW&K Investment Management, LLC | 15 | $7.00K | 0.00% | +14+1,400.0% | Added |
| Stuart Chaussee & Associates, Inc. | 14 | $6.59K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $6.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $6.00K | 0.00% | −3−20.0% | Reduced |
| Retirement Group, LLC | 12 | $5.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $5.65K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 11 | $5.18K | 0.00% | +7+175.0% | Added |
| Abound Wealth Management | 11 | $5.18K | 0.00% | +7+175.0% | Added |
| SJS Investment Consulting Inc. | 10 | $4.71K | 0.00% | −1−9.1% | Reduced |
| Sutton Wealth Advisors Inc. | 10 | $4.71K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $4.24K | 0.00% | −21−70.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 9 | $4.24K | 0.00% | +9 | New |
| Ogorek Anthony Joseph | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $4.00K | 0.00% | +8 | New |
| Rock Creek Group, LP | 8 | $3.77K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $3.76K | 0.00% | 00.0% | Unchanged |
