| Opal Wealth Advisors, LLC | 153 | $27.9K | 0.01% | +153 | New |
| Strategic Wealth Partners, Ltd. | 152 | $27.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 150 | $27.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $27.4K | 0.00% | +150 | New |
| Atlantic Union Bankshares Corp | 147 | $26.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 144 | $26.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $25.2K | 0.00% | +5+3.8% | Added |
| TIAA Wealth Investment Management LLC | 134 | $24.4K | 0.00% | +134 | New |
| Evolution Advisers, Inc. | 132 | $24.0K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 125 | $22.8K | 0.01% | +112+861.5% | Added |
| Entrust Financial LLC | 124 | $22.5K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 122 | $22.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $21.9K | 0.00% | +52+76.5% | Added |
| Schonfeld Strategic Advisors LLC | 120 | $21.9K | 0.00% | +120 | New |
| Groupe la Francaise | 118 | $21.5K | 0.00% | −19−13.9% | Reduced |
| Salomon & Ludwin, LLC | 117 | $21.1K | 0.00% | +92+368.0% | Added |
| Fortitude Family Office, LLC | 111 | $20.2K | 0.00% | +31+38.8% | Added |
| Golden State Wealth Management, LLC | 110 | $20.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 110 | $20.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 109 | $19.9K | 0.00% | +3+2.8% | Added |
| Citizens National Bank Trust Department | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 99 | $18.1K | 0.01% | −15−13.2% | Reduced |
| GW&K Investment Management, LLC | 98 | $18.0K | 0.00% | +10+11.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 98 | $17.9K | 0.00% | +98 | New |
| Barnes Dennig Private Wealth Management LLC | 98 | $17.9K | 0.02% | +98 | New |
| Frazier Financial Advisors, LLC | 93 | $17.0K | 0.01% | +93 | New |
| Private Wealth Management Group, LLC | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 88 | $16.0K | 0.00% | −104−54.2% | Reduced |
| Tidemark, LLC | 86 | $15.7K | 0.00% | +2+2.4% | Added |
| Westside Investment Management, Inc. | 84 | $15.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 83 | $15.1K | 0.00% | +48+137.1% | Added |
| Contravisory Investment Management, Inc. | 78 | $14.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 76 | $13.9K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 75 | $13.7K | 0.00% | −2−2.6% | Reduced |
| CoreCap Advisors, LLC | 75 | $13.7K | 0.00% | −2−2.6% | Reduced |
| Caitlin John, LLC | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 74 | $13.5K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 73 | $13.3K | 0.01% | +73 | New |
| Abound Wealth Management | 72 | $13.1K | 0.00% | +5+7.5% | Added |
| TD Private Client Wealth LLC | 71 | $12.9K | 0.00% | +12+20.3% | Added |
| Torren Management, LLC | 70 | $12.8K | 0.01% | −284−80.2% | Reduced |
| Legacy Wealth Managment, LLC | 70 | $12.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 67 | $12.3K | 0.00% | +27+67.5% | Added |
| Financial Management Professionals, Inc. | 64 | $11.7K | 0.00% | +4+6.7% | Added |
| Key Financial Inc | 62 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 62 | $11.0K | 0.00% | +27+77.1% | Added |
| Covestor Ltd | 58 | $11.0K | 0.01% | −71−55.0% | Reduced |
| Park Square Financial Group, LLC | 60 | $10.9K | 0.08% | +60 | New |
| Cedar Mountain Advisors, LLC | 58 | $10.6K | 0.00% | +58 | New |
| WPG Advisers, LLC | 57 | $10.4K | 0.01% | +1+1.8% | Added |
| Prosperity Bancshares Inc | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $9.85K | 0.00% | +54 | New |
| South Plains Financial, Inc. | 52 | $9.48K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $9.30K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 49 | $8.94K | 0.00% | +49 | New |
| Joseph Group Capital Management | 49 | $8.93K | 0.00% | +49 | New |
| First Command Advisory Services, Inc. | 48 | $8.75K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $8.57K | 0.00% | −3−6.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 46 | $8.39K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 45 | $8.21K | 0.00% | +3+7.1% | Added |
| Valued Wealth Advisors LLC | 43 | $7.78K | 0.00% | −14−24.6% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 42 | $7.66K | 0.00% | +42 | New |
| Dunhill Financial, LLC | 38 | $6.94K | 0.00% | +7+22.6% | Added |
| SJS Investment Consulting Inc. | 37 | $6.75K | 0.00% | +7+23.3% | Added |
| Darwin Advisors, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $6.20K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 34 | $6.20K | 0.00% | +34 | New |
| Signature Equity Partners, LLC | 33 | $6.04K | 0.00% | −12−26.7% | Reduced |
| Avion Wealth | 33 | $6.00K | 0.00% | +4+13.8% | Added |
| JDM Financial Group LLC | 31 | $5.65K | 0.00% | +31 | New |
| Hilltop National Bank | 30 | $5.47K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $5.47K | 0.00% | +30 | New |
| Stone House Investment Management, LLC | 29 | $5.29K | 0.00% | +29 | New |
| Webster Bank, N. A. | 28 | $5.11K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 28 | $5.11K | 0.00% | +28 | New |
| Operose Advisors LLC | 22 | $4.01K | 0.00% | +2+10.0% | Added |
| Altshuler Shaham Ltd | 22 | $4.01K | 0.00% | −1−4.3% | Reduced |
| MV Capital Management, Inc. | 21 | $3.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $3.83K | 0.00% | +4+23.5% | Added |
| Toth Financial Advisory Corp | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $3.65K | 0.00% | +8+66.7% | Added |
| Ares Financial Consulting, LLC | 20 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $3.46K | 0.00% | +4+26.7% | Added |
| Raffa Wealth Management, LLC | 17 | $3.10K | 0.00% | +2+13.3% | Added |
| Retirement Wealth Solutions LLC | 17 | $3.10K | 0.00% | +8+88.9% | Added |
| Heritage Wealth Advisors | 17 | $3.10K | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 16 | $2.92K | 0.00% | −6−27.3% | Reduced |
| Maseco LLP | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $2.73K | 0.00% | +3+25.0% | Added |
| IMA Wealth, Inc. | 15 | $2.73K | 0.00% | −1−6.3% | Reduced |
| Financial Life Planners | 13 | $2.39K | 0.00% | +13 | New |
| NBT Bank N A | 12 | $2.19K | 0.00% | +12 | New |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.82K | 0.00% | −1−9.1% | Reduced |
| CGC Financial Services, LLC | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $1.82K | 0.00% | +10 | New |
| Washington Trust Advisors, Inc. | 10 | $1.82K | 0.00% | +10 | New |