| Compass Financial Management LLC | 171 | $8.01K | 0.00% | +171 | New |
| Atlantic Trust, LLC | 150 | $7.82K | 0.00% | −605−80.1% | Reduced |
| Kilter Group LLC | 147 | $7.67K | 0.00% | −6−3.9% | Reduced |
| Ninety One UK Ltd | 136 | $7.09K | 0.00% | −346,728−100.0% | Reduced |
| Boyd Watterson Asset Management LLC | 134 | $6.99K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 127 | $6.62K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 124 | $6.47K | 0.00% | +124 | New |
| Sachetta, LLC | 122 | $6.36K | 0.00% | +97+388.0% | Added |
| Nemes Rush Group LLC | 122 | $6.34K | 0.00% | +15+14.0% | Added |
| Triumph Capital Management | 112 | $5.86K | 0.00% | −322−74.2% | Reduced |
| GHP Investment Advisors, Inc. | 111 | $5.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 103 | $5.37K | 0.00% | +5+5.1% | Added |
| Montgomery Financial Services LLC | 100 | $5.21K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 98 | $5.11K | 0.00% | −27−21.6% | Reduced |
| Glen Eagle Advisors, LLC | 94 | $4.88K | 0.00% | +1+1.1% | Added |
| Hurley Capital, LLC | 93 | $4.86K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 102 | $4.82K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 92 | $4.80K | 0.00% | +92 | New |
| Continuum Advisory, LLC | 90 | $4.69K | 0.00% | +90 | New |
| Creative Capital Management Investments LLC | 89 | $4.64K | 0.00% | +89 | New |
| IFG Advisory, LLC | 88 | $4.60K | 0.00% | +88 | New |
| Brown Brothers Harriman & Co | 88 | $4.59K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 80 | $4.17K | 0.00% | −4−4.8% | Reduced |
| Wall Street Access Asset Management, LLC | 79 | $4.12K | 0.00% | +79 | New |
| Avion Wealth | 80 | $4.00K | 0.00% | +20+33.3% | Added |
| Central Trust Co | 75 | $3.91K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 75 | $3.91K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 80 | $3.88K | 0.00% | +80 | New |
| Cromwell Holdings LLC | 73 | $3.81K | 0.00% | +29+65.9% | Added |
| Cedar Mountain Advisors, LLC | 72 | $3.75K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 71 | $3.70K | 0.00% | +6+9.2% | Added |
| Chilton Capital Management LLC | 67 | $3.49K | 0.00% | −2,500−97.4% | Reduced |
| Duncker Streett & Co Inc | 65 | $3.39K | 0.00% | +65 | New |
| Networth Advisors, LLC | 63 | $3.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $3.12K | 0.00% | −26−30.2% | Reduced |
| Caldwell Trust Co | 58 | $3.02K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $3.00K | 0.00% | −140−67.6% | Reduced |
| HighMark Wealth Management LLC | 56 | $2.92K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 55 | $2.87K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 55 | $2.87K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 55 | $2.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 55 | $2.87K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 55 | $2.87K | 0.00% | +55 | New |
| Bogart Wealth, LLC | 54 | $2.83K | 0.00% | −8−12.9% | Reduced |
| WPG Advisers, LLC | 54 | $2.82K | 0.00% | +10+22.7% | Added |
| Bay Harbor Wealth Management, LLC | 53 | $2.76K | 0.00% | +10+23.3% | Added |
| Whittier Trust Co | 54 | $2.69K | 0.00% | +54 | New |
| IMA Wealth, Inc. | 51 | $2.66K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 49 | $2.56K | 0.00% | −64−56.6% | Reduced |
| HM Payson & Co | 47 | $2.45K | 0.00% | −22−31.9% | Reduced |
| Raffa Wealth Management, LLC | 46 | $2.40K | 0.00% | +10+27.8% | Added |
| Owl Creek Wealth Partners LLC | 45 | $2.35K | 0.00% | +10+28.6% | Added |
| Axiom Investment Management LLC | 45 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 44 | $2.29K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 39 | $2.03K | 0.00% | +19+95.0% | Added |
| MTM Investment Management, LLC | 39 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $1.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $1.98K | 0.00% | +2+5.6% | Added |
| Country Trust Bank | 38 | $1.98K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $1.93K | 0.00% | −1−2.6% | Reduced |
| Retirement Wealth Solutions LLC | 35 | $1.82K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 34 | $1.77K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 33 | $1.72K | 0.00% | +33 | New |
| Bare Financial Services, Inc | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 30 | $1.56K | 0.00% | +7+30.4% | Added |
| City State Bank | 29 | $1.51K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 29 | $1.51K | 0.00% | +29 | New |
| Commonwealth Retirement Investments LLC | 28 | $1.46K | 0.00% | +28 | New |
| Torren Management, LLC | 28 | $1.44K | 0.00% | 00.0% | Unchanged |
| Motco | 25 | $1.30K | 0.00% | +5+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 23 | $1.20K | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 24 | $1.11K | 0.00% | −24−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 21 | $1.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $939 | 0.00% | +18 | New |
| Kozak & Associates, Inc. | 17 | $814 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $723 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 13 | $679 | 0.00% | +13 | New |
| Quaker Wealth Management, LLC | 13 | $678 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 13 | $678 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12 | $626 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $626 | 0.00% | +12 | New |
| Salem Investment Counselors Inc | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $521 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $521 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $475 | 0.00% | +10 | New |
| Evermay Wealth Management LLC | 9 | $470 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $469 | 0.00% | −1−10.0% | Reduced |
| American Capital Advisory, LLC | 8 | $419 | 0.00% | +4+100.0% | Added |
| Bruce G. Allen Investments, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |