| Northern Oak Wealth Management Inc | 212 | $35.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 213 | $35.0K | 0.01% | +105+97.2% | Added |
| PFS Partners, LLC | 205 | $34.1K | 0.03% | +205 | New |
| SJS Investment Consulting Inc. | 205 | $34.0K | 0.01% | +205 | New |
| Delta Asset Management LLC | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 190 | $32.0K | 0.00% | −42−18.1% | Reduced |
| Quent Capital, LLC | 190 | $32.0K | 0.01% | +190 | New |
| TSFG, LLC | 185 | $31.0K | 0.01% | −108−36.9% | Reduced |
| Rinkey Investments | 184 | $31.0K | 0.03% | +184 | New |
| CenterStar Asset Management, LLC | – | $30.0K | 0.02% | – | New |
| Stonebridge Financial Planning Group, LLC | 200 | $29.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 173 | $29.0K | 0.01% | +6+3.6% | Added |
| Itau Unibanco Holding S.A. | 163 | $28.0K | 0.00% | +163 | New |
| Activest Wealth Management | 164 | $27.0K | 0.02% | −40−19.6% | Reduced |
| Howe & Rusling Inc | 155 | $26.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 154 | $26.0K | 0.02% | +154 | New |
| City State Bank | 154 | $26.0K | 0.02% | +154 | New |
| Archer Investment Corp | 155 | $25.8K | 0.01% | −8−4.9% | Reduced |
| Asset Dedication, LLC | 153 | $25.0K | 0.00% | −115−42.9% | Reduced |
| Close Asset Management Ltd | 153 | $25.0K | 0.00% | −28−15.5% | Reduced |
| BerganKDV Wealth Management, LLC | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $25.0K | 0.00% | +150 | New |
| Baldwin Brothers Inc | 150 | $25.0K | 0.00% | +150 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $25.0K | 0.01% | +150 | New |
| IMA Wealth, Inc. | 146 | $24.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 140 | $23.0K | 0.02% | +15+12.0% | Added |
| Manchester Capital Management LLC | 130 | $22.0K | 0.00% | −8−5.8% | Reduced |
| Consultiva Wealth Management, Corp. | 135 | $22.0K | 0.50% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 132 | $22.0K | 0.01% | +34+34.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 125 | $21.0K | 0.00% | −2,375−95.0% | Reduced |
| BDO Wealth Advisors, LLC | 125 | $21.0K | 0.00% | −20−13.8% | Reduced |
| American Research & Management Co. | 125 | $21.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 128 | $21.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 129 | $21.0K | 0.00% | +129 | New |
| Toth Financial Advisory Corp | 114 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 112 | $19.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $17.0K | 0.00% | −145−59.2% | Reduced |
| Sittner & Nelson, LLC | 100 | $17.0K | 0.01% | −12−10.7% | Reduced |
| Atwood & Palmer Inc | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 103 | $17.0K | 0.00% | +3+3.0% | Added |
| Rosenberg Matthew Hamilton | 101 | $17.0K | 0.01% | +101 | New |
| Gould Capital, LLC | 100 | $17.0K | 0.01% | +100 | New |
| Clean Yield Group | 96 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 92 | $15.0K | 0.01% | −6,258−98.6% | Reduced |
| Massmutual Trust Co FSB | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 89 | $15.0K | 0.00% | +25+39.1% | Added |
| FSB Premier Wealth Management, Inc. | 90 | $14.0K | 0.01% | +90 | New |
| Sandy Cove Advisors, LLC | 83 | $14.0K | 0.01% | +83 | New |
| Atticus Wealth Management, LLC | 80 | $13.0K | 0.01% | −608−88.4% | Reduced |
| Rockbridge Investment Management, LCC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 76 | $13.0K | 0.01% | +15+24.6% | Added |
| SRS Capital Advisors, Inc. | 79 | $13.0K | 0.00% | +30+61.2% | Added |
| Ellis Investment Partners, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 71 | $12.0K | 0.00% | +3+4.4% | Added |
| Pacifica Partners Inc. | 74 | $12.0K | 0.01% | +25+51.0% | Added |
| Bell Investment Advisors, Inc | 75 | $12.0K | 0.00% | +34+82.9% | Added |
| Blue Bell Private Wealth Management, LLC | 73 | $12.0K | 0.00% | +73 | New |
| Amplius Wealth Advisors, LLC | 75 | $12.0K | 0.00% | +75 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 71 | $12.0K | 0.00% | +71 | New |
| Tilia Fiduciary Partners, Inc. | 74 | $12.0K | 0.01% | +74 | New |
| Anchor Investment Management, LLC | 71 | $11.8K | 0.00% | +13+22.4% | Added |
| Total Clarity Wealth Management, Inc. | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 63 | $10.0K | 0.00% | +14+28.6% | Added |
| Financial Management Professionals, Inc. | 54 | $9.00K | 0.00% | −20−27.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 56 | $9.00K | 0.00% | +56 | New |
| FSC Wealth Advisors, LLC | 55 | $9.00K | 0.01% | +55 | New |
| ACT Capital Management, LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 50 | $8.00K | 0.00% | +50 | New |
| Logan Capital Management Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 48 | $7.00K | 0.00% | +48 | New |
| Ci Investments Inc. | 37 | $6.00K | 0.00% | +20+117.6% | Added |
| TD Ameritrade Investment Management, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Fortitude Advisory Group L.L.C. | 56 | $6.00K | 0.00% | +56 | New |
| Stephens Consulting, LLC | 36 | $5.99K | 0.01% | +36 | New |
| HHM Wealth Advisors, LLC | 30 | $5.00K | 0.00% | −16−34.8% | Reduced |
| Duncker Streett & Co Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 33 | $5.00K | 0.00% | −2−5.7% | Reduced |
| TFC Financial Management | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 33 | $5.00K | 0.00% | +33 | New |
| Shore Point Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Estabrook Capital Management | 29 | $4.83K | 0.00% | +29 | New |
| Kelly Financial Services LLC | 27 | $4.50K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Steward Financial Group LLC | 25 | $4.00K | 0.00% | +25 | New |
| Syverson Strege & Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |