| Colonial Trust Co | 99 | $39.4K | 0.01% | +61+160.5% | Added |
| Parkside Financial Bank & Trust | 97 | $38.6K | 0.00% | −82−45.8% | Reduced |
| Elequin Capital LP | 97 | $38.6K | 0.01% | +97 | New |
| Westside Investment Management, Inc. | 96 | $38.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 94 | $37.4K | 0.00% | +9+10.6% | Added |
| Manchester Capital Management LLC | 84 | $33.4K | 0.00% | +72+600.0% | Added |
| Whittier Trust Co of Nevada Inc | 82 | $33.3K | 0.00% | −33−28.7% | Reduced |
| Cornerstone Planning Group LLC | 95 | $33.2K | 0.01% | −397−80.7% | Reduced |
| Hilltop National Bank | 80 | $31.8K | 0.01% | −11−12.1% | Reduced |
| ORG Partners LLC | 73 | $29.0K | 0.01% | −7−8.8% | Reduced |
| TFC Financial Management | 72 | $28.6K | 0.00% | −2−2.7% | Reduced |
| Golden State Wealth Management, LLC | 72 | $28.6K | 0.00% | +36+100.0% | Added |
| Whittier Trust Co | 69 | $28.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 68 | $27.0K | 0.00% | +68 | New |
| MV Capital Management, Inc. | 63 | $25.1K | 0.00% | −1−1.6% | Reduced |
| Covestor Ltd | 63 | $25.0K | 0.01% | −209−76.8% | Reduced |
| Private Wealth Management Group, LLC | 62 | $24.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 62 | $24.7K | 0.00% | +8+14.8% | Added |
| Truvestments Capital LLC | 60 | $23.9K | 0.00% | +3+5.3% | Added |
| Global Trust Asset Management, LLC | 60 | $23.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $23.5K | 0.00% | −3−4.8% | Reduced |
| Sound Income Strategies, LLC | 61 | $21.9K | 0.00% | +61 | New |
| Kemnay Advisory Services Inc. | 52 | $20.7K | 0.00% | +52 | New |
| Rachor Investment Advisory Services, LLC | 51 | $20.3K | 0.01% | +51 | New |
| Generali Asset Management SPA SGR | 50 | $19.9K | 0.00% | −3,184−98.5% | Reduced |
| St. Johns Investment Management Company, LLC | 50 | $19.9K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $19.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $19.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 49 | $19.3K | 0.00% | +49 | New |
| JFS Wealth Advisors, LLC | 45 | $17.9K | 0.00% | +10+28.6% | Added |
| Private Wealth Asset Management, LLC | 42 | $16.7K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 541 | $16.3K | 0.00% | +541 | New |
| Millstone Evans Group, LLC | 40 | $15.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $15.5K | 0.00% | −69−63.9% | Reduced |
| Bell Investment Advisors, Inc | 36 | $14.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $14.3K | 0.00% | +1+2.9% | Added |
| SJS Investment Consulting Inc. | 35 | $13.9K | 0.00% | +33+1,650.0% | Added |
| Sachetta, LLC | 33 | $13.1K | 0.01% | −40−54.8% | Reduced |
| Avion Wealth | 33 | $13.0K | 0.00% | −4−10.8% | Reduced |
| Godsey & Gibb Associates | 32 | $12.7K | 0.00% | +4+14.3% | Added |
| FWL Investment Management, LLC | 31 | $12.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 31 | $12.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 31 | $12.3K | 0.01% | +11+55.0% | Added |
| Swiss Re Ltd | 30 | $11.9K | 0.00% | +30 | New |
| Private Trust Co NA | 28 | $11.1K | 0.00% | −547−95.1% | Reduced |
| UMA Financial Services, Inc. | 24 | $9.54K | 0.00% | −7−22.6% | Reduced |
| Salomon & Ludwin, LLC | 23 | $9.15K | 0.00% | −37−61.7% | Reduced |
| Proffitt & Goodson Inc | 23 | $9.15K | 0.00% | −1−4.2% | Reduced |
| TD Capital Management LLC | 23 | $9.15K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 23 | $9.15K | 0.00% | +23 | New |
| Ancora Advisors, LLC | 22 | $8.75K | 0.00% | +22 | New |
| Cromwell Holdings LLC | 20 | $7.95K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $7.95K | 0.01% | +20 | New |
| TCTC Holdings, LLC | 19 | $7.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $7.16K | 0.00% | +3+20.0% | Added |
| Osbon Capital Management LLC | 18 | $7.16K | 0.01% | +18 | New |
| Elyxium Wealth, LLC | 18 | $7.16K | 0.00% | +18 | New |
| Wilkerson Advisory Group LLC | 17 | $6.76K | 0.00% | +17 | New |
| Fourth Dimension Wealth, LLC | 16 | $6.36K | 0.00% | −557−97.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 16 | $6.36K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 16 | $6.36K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15 | $5.96K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 15 | $5.96K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $5.96K | 0.00% | +15 | New |
| South State Corp. | 14 | $5.57K | 0.00% | −6−30.0% | Reduced |
| Trust Co of Vermont | 14 | $5.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $5.57K | 0.00% | +2+16.7% | Added |
| HighMark Wealth Management LLC | 14 | $5.57K | 0.00% | +14 | New |
| Motco | 13 | $5.17K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 13 | $5.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $5.17K | 0.00% | +13 | New |
| Valley National Advisers Inc | 13 | $5.00K | 0.00% | −2−13.3% | Reduced |
| Accent Capital Management, LLC | 12 | $4.77K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $4.77K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 11 | $4.37K | 0.00% | −4−26.7% | Reduced |
| Flagship Harbor Advisors, LLC | 11 | $4.37K | 0.00% | +11 | New |
| Curio Wealth, LLC | 10 | $4.01K | 0.00% | +10 | New |
| Mark Sheptoff Financial Planning, LLC | 10 | $3.98K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.98K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 10 | $3.98K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $3.98K | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $3.98K | 0.00% | +9+900.0% | Added |
| High Point Wealth Management, LLC | 10 | $3.98K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 9 | $3.58K | 0.00% | −61−87.1% | Reduced |
| Grove Bank & Trust | 9 | $3.58K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 9 | $3.58K | 0.00% | +3+50.0% | Added |
| Washington Trust Advisors, Inc. | 9 | $3.42K | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $3.18K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 8 | $3.18K | 0.00% | +8 | New |
| NBC Securities, Inc. | 8 | $3.18K | 0.00% | −4−33.3% | Reduced |
| Highline Wealth Partners LLC | 8 | $3.18K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $3.18K | 0.00% | +8 | New |
| Penserra Capital Management LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 7 | $3.00K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 7 | $2.78K | 0.00% | −5−41.7% | Reduced |
| Front Row Advisors LLC | 7 | $2.78K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 7 | $2.78K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $2.39K | 0.00% | −15−71.4% | Reduced |