| AllSquare Wealth Management LLC | 225 | $19.2K | 0.01% | +100+80.0% | Added |
| Ancora Advisors, LLC | 220 | $19.0K | 0.00% | −10−4.3% | Reduced |
| SOA Wealth Advisors, LLC. | 218 | $18.6K | 0.01% | −100−31.4% | Reduced |
| Washington Trust Advisors, Inc. | 208 | $17.8K | 0.00% | −243−53.9% | Reduced |
| Orion Capital Management LLC | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $17.1K | 0.01% | +200 | New |
| Tradition Wealth Management, LLC | 199 | $17.0K | 0.00% | +1+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 183 | $15.6K | 0.01% | −195−51.6% | Reduced |
| New Millennium Group LLC | 180 | $15.4K | 0.02% | +180 | New |
| IMA Wealth, Inc. | 171 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $14.5K | 0.00% | −42−19.8% | Reduced |
| Dark Forest Capital Management LP | 165 | $14.1K | 0.00% | +60+57.1% | Added |
| HM Payson & Co | 164 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 160 | $13.7K | 0.01% | +160 | New |
| Gradient Investments LLC | 156 | $13.3K | 0.00% | −58−27.1% | Reduced |
| Archer Investment Corp | 155 | $13.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 155 | $13.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 126 | $13.2K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 153 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 151 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $12.8K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 150 | $12.8K | 0.00% | −2−1.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $12.8K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 150 | $12.8K | 0.01% | +150 | New |
| Islay Capital Management, LLC | 140 | $12.0K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 135 | $11.5K | 0.30% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 132 | $11.3K | 0.00% | −35−21.0% | Reduced |
| Manchester Capital Management LLC | 130 | $11.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 134 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 125 | $11.0K | 0.00% | −3−2.3% | Reduced |
| VitalStone Financial, LLC | 125 | $11.0K | 0.01% | +125 | New |
| Zullo Investment Group, Inc. | 125 | $10.7K | 0.01% | −55−30.6% | Reduced |
| Macroview Investment Management LLC | 125 | $10.7K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 120 | $10.0K | 0.00% | −35,254−99.7% | Reduced |
| Avion Wealth | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 114 | $9.75K | 0.00% | +73+178.0% | Added |
| Optimum Investment Advisors | 113 | $9.66K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 103 | $8.81K | 0.00% | +2+2.0% | Added |
| Heritage Wealth Advisors | 100 | $8.55K | 0.00% | −600−85.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $8.55K | 0.00% | −50−33.3% | Reduced |
| Addison Advisors LLC | 100 | $8.55K | 0.01% | −25−20.0% | Reduced |
| Anchor Investment Management, LLC | 100 | $8.55K | 0.00% | −19−16.0% | Reduced |
| Atwood & Palmer Inc | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $8.55K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $8.55K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 98 | $8.38K | 0.00% | −2−2.0% | Reduced |
| Pacifica Partners Inc. | 99 | $8.27K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 96 | $8.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 94 | $8.04K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 90 | $7.70K | 0.00% | −267−74.8% | Reduced |
| Larson Financial Group LLC | 89 | $7.61K | 0.00% | −50−36.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 83 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 81 | $6.93K | 0.00% | −45−35.7% | Reduced |
| Global Wealth Strategies & Associates | 80 | $6.84K | 0.00% | +80 | New |
| Itau Unibanco Holding S.A. | 76 | $6.50K | 0.00% | +12+18.8% | Added |
| My Personal CFO, LLC | 76 | $6.50K | 0.01% | +76 | New |
| Park Place Capital Corp | 68 | $6.00K | 0.00% | +68 | New |
| Fairfield Financial Advisors, LTD | 67 | $5.73K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 67 | $5.73K | 0.00% | +67 | New |
| BDO Wealth Advisors, LLC | 66 | $5.64K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 63 | $5.31K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 62 | $5.30K | 0.00% | +62 | New |
| WFA Asset Management Corp | 60 | $5.13K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $5.13K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 58 | $4.96K | 0.00% | −1,051−94.8% | Reduced |
| Concord Wealth Partners | 57 | $4.87K | 0.00% | +57 | New |
| Tilia Fiduciary Partners, Inc. | 52 | $4.45K | 0.00% | +2+4.0% | Added |
| Grey Fox Wealth Advisors, LLC | 51 | $4.36K | 0.00% | +51 | New |
| Financial Management Professionals, Inc. | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 46 | $3.93K | 0.00% | +46 | New |
| Rosenberg Matthew Hamilton | 45 | $3.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $3.85K | 0.00% | +10+28.6% | Added |
| North Star Investment Management Corp. | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $3.16K | 0.00% | +37 | New |
| Horan Securities, Inc. | 36 | $3.11K | 0.00% | +14+63.6% | Added |
| Sawyer & Company, Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 32 | $3.00K | 0.01% | +32 | New |
| Savior LLC | 35 | $2.99K | 0.00% | +35 | New |
| Hartford Financial Management Inc. | 35 | $2.99K | 0.00% | −250−87.7% | Reduced |
| TFC Financial Management | 33 | $2.82K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 33 | $2.82K | 0.00% | +33 | New |
| Byrne Asset Management LLC | 31 | $2.65K | 0.00% | −45−59.2% | Reduced |
| HHM Wealth Advisors, LLC | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 28 | $2.39K | 0.16% | +28 | New |
| St. Johns Investment Management Company, LLC | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 25 | $2.14K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 25 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 24 | $2.05K | 0.00% | −8−25.0% | Reduced |
| Sound Income Strategies, LLC | 24 | $2.05K | 0.00% | +20+500.0% | Added |
| Baystate Wealth Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 29 | $2.00K | 0.00% | +29 | New |