| Center for Financial Planning, Inc. | 1,287 | $115.1K | 0.01% | +109+9.3% | Added |
| EverSource Wealth Advisors, LLC | 1,280 | $114.4K | 0.00% | −715−35.8% | Reduced |
| St Germain D J Co Inc | 1,277 | $114.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,255 | $112.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,172 | $104.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,135 | $101.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,130 | $101.0K | 0.00% | −1,850−62.1% | Reduced |
| William B. Walkup & Associates, Inc. | 1,130 | $101.0K | 0.05% | +275+32.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,084 | $96.9K | 0.02% | +1,084 | New |
| Parkside Financial Bank & Trust | 1,065 | $95.2K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $93.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,025 | $91.6K | 0.01% | −2−0.2% | Reduced |
| Harbour Investments, Inc. | 1,001 | $89.5K | 0.00% | −12−1.2% | Reduced |
| Central Trust Co | 1,000 | $89.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 970 | $86.7K | 0.02% | +376+63.3% | Added |
| Cassaday & Co Wealth Management LLC | 953 | $85.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 938 | $83.9K | 0.00% | −35−3.6% | Reduced |
| SBI Securities Co., Ltd. | 926 | $82.8K | 0.00% | −31−3.2% | Reduced |
| Institute for Wealth Management, LLC. | 914 | $81.7K | 0.01% | +914 | New |
| Geneos Wealth Management Inc. | 837 | $74.9K | 0.00% | +2+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 809 | $73.0K | 0.00% | +34+4.4% | Added |
| V-Square Quantitative Management LLC | 816 | $73.0K | 0.01% | −116−12.4% | Reduced |
| Private Trust Co NA | 789 | $70.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 782 | $69.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 782 | $69.9K | 0.03% | +462+144.4% | Added |
| International Assets Investment Management, LLC | 750 | $68.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 713 | $63.7K | 0.01% | −3−0.4% | Reduced |
| MCF Advisors LLC | 705 | $63.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 671 | $60.0K | 0.01% | +41+6.5% | Added |
| Quarry LP | 649 | $58.0K | 0.01% | +19+3.0% | Added |
| Millstone Evans Group, LLC | 620 | $55.4K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 614 | $54.9K | 0.02% | −19−3.0% | Reduced |
| CoreCap Advisors, LLC | 553 | $49.4K | 0.00% | −67,305−99.2% | Reduced |
| Synergy Investment Management, LLC | 570 | $48.1K | 0.01% | +500+714.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 524 | $46.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 521 | $46.6K | 0.00% | +521 | New |
| Nalls Sherbakoff Group, LLC | 500 | $44.7K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 459 | $41.0K | 0.03% | −112−19.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 445 | $39.8K | 0.01% | +30+7.2% | Added |
| Ancora Advisors, LLC | 433 | $38.7K | 0.00% | −489−53.0% | Reduced |
| North Star Investment Management Corp. | 430 | $38.5K | 0.00% | +1+0.2% | Added |
| N.E.W. Advisory Services LLC | 427 | $38.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 418 | $37.4K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $35.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 396 | $35.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 370 | $33.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 362 | $32.4K | 0.01% | +8+2.3% | Added |
| SHP Wealth Management | 362 | $32.3K | 0.00% | +4+1.1% | Added |
| Covestor Ltd | 326 | $29.0K | 0.02% | −280−46.2% | Reduced |
| Merrithew & Thorsten Inc | 317 | $28.0K | 0.02% | +2+0.6% | Added |
| Founders Capital Management | 300 | $26.8K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 300 | $26.8K | 0.03% | +300 | New |
| Plante Moran Financial Advisors, LLC | 298 | $26.6K | 0.00% | +75+33.6% | Added |
| JFS Wealth Advisors, LLC | 292 | $26.1K | 0.00% | +9+3.2% | Added |
| Kerr Financial Planning Corp | 279 | $24.9K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 256 | $22.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 255 | $22.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 250 | $22.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 244 | $21.8K | 0.00% | +1+0.4% | Added |
| Evolution Wealth Management Inc. | 241 | $21.5K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 237 | $21.2K | 0.01% | +2+0.9% | Added |
| Sachetta, LLC | 233 | $20.8K | 0.01% | +38+19.5% | Added |
| Coston, McIsaac & Partners | 224 | $20.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 223 | $20.0K | 0.00% | +60+36.8% | Added |
| Investors Portfolio Services LLC | 215 | $19.2K | 0.01% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 193 | $17.3K | 0.00% | +12+6.6% | Added |
| Monetary Solutions, Ltd | 182 | $16.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 179 | $16.0K | 0.00% | −143−44.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 176 | $15.7K | 0.00% | +105+147.9% | Added |
| Grove Bank & Trust | 171 | $15.3K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 174 | $15.2K | 0.00% | +174 | New |
| Keating Financial Advisory Services, Inc. | 166 | $14.8K | 0.00% | +48+40.7% | Added |
| Massmutual Trust Co FSB | 154 | $13.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 143 | $13.0K | 0.00% | +1+0.7% | Added |
| Newton One Investments LLC | 139 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 130 | $11.6K | 0.00% | −10−7.1% | Reduced |
| LRI Investments, LLC | 122 | $10.9K | 0.00% | +14+13.0% | Added |
| American National Bank | 122 | $10.9K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 121 | $10.8K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 112 | $10.0K | 0.00% | +45+67.2% | Added |
| UMA Financial Services, Inc. | 102 | $9.12K | 0.00% | +32+45.7% | Added |
| Salomon & Ludwin, LLC | 99 | $9.05K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $8.94K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 100 | $8.94K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 93 | $8.32K | 0.00% | +8+9.4% | Added |
| Silver Grove Financial Group, Inc. | 86 | $7.70K | 0.00% | +86 | New |
| Newbridge Financial Services Group, Inc. | 86 | $7.69K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 83 | $7.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 75 | $6.71K | 0.00% | +75 | New |
| Addison Advisors LLC | 67 | $6.01K | 0.00% | −1,528−95.8% | Reduced |
| Whipplewood Advisors, LLC | 65 | $5.81K | 0.00% | −38−36.9% | Reduced |
| Owl Creek Wealth Partners LLC | 65 | $5.81K | 0.00% | +10+18.2% | Added |
| Kemnay Advisory Services Inc. | 64 | $5.72K | 0.00% | +64 | New |
| Beaird Harris Wealth Management, LLC | 63 | $5.65K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 61 | $5.55K | 0.00% | +61 | New |
| Colonial Trust Co | 59 | $5.47K | 0.00% | 00.0% | Unchanged |
