| Lindbrook Capital, LLC | 359 | $33.4K | 0.00% | +174+94.1% | Added |
| Achmea Investment Management B.V. | 381 | $33.0K | 0.00% | −8,635−95.8% | Reduced |
| Quarry LP | 353 | $32.9K | 0.04% | +353 | New |
| Cary Street Partner Investment Advisory LLC | 348 | $32.4K | 0.00% | +348 | New |
| American National Bank | 342 | $32.0K | 0.01% | −14−3.9% | Reduced |
| FWL Investment Management, LLC | 319 | $29.7K | 0.02% | +319 | New |
| Kayne Anderson Rudnick Investment Management LLC | 314 | $29.2K | 0.00% | +314 | New |
| Crewe Advisors LLC | 302 | $28.1K | 0.00% | −132−30.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 306 | $28.0K | 0.00% | +12+4.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $27.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 290 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 284 | $26.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 281 | $26.0K | 0.01% | −5,291−95.0% | Reduced |
| Salem Investment Counselors Inc | 276 | $25.7K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 240 | $22.4K | 0.01% | −26−9.8% | Reduced |
| Trustcore Financial Services, LLC | 240 | $22.4K | 0.00% | +78+48.1% | Added |
| CVA Family Office, LLC | 240 | $22.4K | 0.01% | +215+860.0% | Added |
| Farther Finance Advisors, LLC | 229 | $21.3K | 0.01% | +229 | New |
| Sittner & Nelson, LLC | 228 | $21.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 227 | $21.1K | 0.00% | −3−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 210 | $20.2K | 0.00% | −13−5.8% | Reduced |
| Alpha Paradigm Partners, LLC | 216 | $20.0K | 0.01% | −720−76.9% | Reduced |
| Trust Co of Vermont | 210 | $19.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 200 | $18.6K | 0.01% | +122+156.4% | Added |
| Ronald Blue Trust, Inc. | 232 | $18.0K | 0.00% | +144+163.6% | Added |
| Newbridge Financial Services Group, Inc. | 187 | $17.4K | 0.01% | +125+201.6% | Added |
| Accurate Wealth Management, LLC | 174 | $17.3K | 0.01% | +174 | New |
| Farmers & Merchants Investments Inc | 177 | $16.5K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 175 | $16.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 175 | $16.0K | 0.00% | +14+8.7% | Added |
| AdvisorNet Financial, Inc | 165 | $15.3K | 0.00% | −794−82.8% | Reduced |
| CoreCap Advisors, LLC | 161 | $15.0K | 0.00% | +161 | New |
| Tyler-Stone Wealth Management | 164 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 165 | $15.0K | 0.01% | +37+28.9% | Added |
| MV Capital Management, Inc. | 154 | $14.3K | 0.00% | +49+46.7% | Added |
| Sugarloaf Wealth Management, LLC | 153 | $14.3K | 0.00% | −1−0.6% | Reduced |
| Cornerstone Planning Group LLC | 139 | $14.1K | 0.01% | +139 | New |
| Bell Investment Advisors, Inc | 143 | $13.3K | 0.00% | +104+266.7% | Added |
| Riverview Trust Co | 144 | $13.0K | 0.01% | +144 | New |
| Earnest Partners LLC | 139 | $12.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 136 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 125 | $12.0K | 0.00% | −91−42.1% | Reduced |
| Endurance Wealth Management, Inc. | 125 | $12.0K | 0.00% | +125 | New |
| Annapolis Financial Services, LLC | 125 | $11.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 125 | $11.6K | 0.01% | +125 | New |
| Heritage Wealth Management, LLC | 120 | $11.2K | 0.00% | +60+100.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 123 | $11.0K | 0.02% | −193−61.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 114 | $10.6K | 0.00% | +114 | New |
| Concord Wealth Partners | 113 | $10.5K | 0.00% | +113 | New |
| Rise Advisors, LLC | 108 | $10.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 104 | $10.0K | 0.00% | −576−84.7% | Reduced |
| Baystate Wealth Management LLC | 104 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 109 | $10.0K | 0.00% | +2+1.9% | Added |
| HighMark Wealth Management LLC | 100 | $9.31K | 0.01% | −10−9.1% | Reduced |
| Prestige Wealth Management Group LLC | 91 | $8.47K | 0.00% | +50+122.0% | Added |
| Clearstead Advisors, LLC | 85 | $7.92K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 84 | $7.82K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $7.64K | 0.00% | +82 | New |
| Money Concepts Capital Corp | 82 | $7.64K | 0.00% | +46+127.8% | Added |
| Johnson Midwest Financial, LLC | 71 | $7.00K | 0.03% | +46+184.0% | Added |
| JFS Wealth Advisors, LLC | 75 | $6.99K | 0.00% | −17−18.5% | Reduced |
| Private Ocean, LLC | 73 | $6.80K | 0.00% | +73 | New |
| Core Alternative Capital | 66 | $6.15K | 0.00% | −11−14.3% | Reduced |
| Pinnacle Bancorp, Inc. | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 64 | $5.96K | 0.00% | +27+73.0% | Added |
| Hollencrest Capital Management | 62 | $5.77K | 0.00% | +62 | New |
| Proequities, Inc. | 59 | $5.49K | 0.00% | +59 | New |
| Glen Eagle Advisors, LLC | 58 | $5.40K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 56 | $5.00K | 0.00% | −157−73.7% | Reduced |
| Financial Management Professionals, Inc. | 57 | $5.00K | 0.00% | +35+159.1% | Added |
| Nomura Holdings Inc | 52 | $5.00K | 0.00% | +52 | New |
| TCI Wealth Advisors, Inc. | 53 | $4.94K | 0.00% | −54−50.5% | Reduced |
| Savior LLC | 53 | $4.94K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 50 | $4.66K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $4.66K | 0.00% | +50 | New |
| Lee Financial Co | 50 | $4.66K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $4.19K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 43 | $4.00K | 0.00% | +43 | New |
| Asset Dedication, LLC | 48 | $4.00K | 0.00% | −6−11.1% | Reduced |
| Capital Advisors, Ltd. LLC | 40 | $4.00K | 0.00% | +14+53.8% | Added |
| Steward Financial Group LLC | 44 | $4.00K | 0.00% | +44 | New |
| Schubert & Co | 42 | $3.91K | 0.00% | −3−6.7% | Reduced |
| JJJ Advisors Inc. | 38 | $3.86K | 0.00% | +26+216.7% | Added |
| Central Trust Co | 40 | $3.73K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 40 | $3.73K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 38 | $3.54K | 0.00% | +38 | New |
| Fiduciary Alliance LLC | 36 | $3.35K | 0.00% | +36 | New |
| Adirondack Trust Co | 35 | $3.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 32 | $2.98K | 0.00% | +32 | New |
| Abound Wealth Management | 30 | $2.79K | 0.00% | −67−69.1% | Reduced |
| Key Financial Inc | 34 | $2.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.33K | 0.00% | +13+108.3% | Added |
| Red Tortoise LLC | 25 | $2.33K | 0.00% | +25 | New |
| Pacifica Partners Inc. | 25 | $2.29K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 22 | $2.05K | 0.00% | +2+10.0% | Added |
| TD Ameritrade Investment Management, LLC | 25 | $2.00K | 0.00% | −108−81.2% | Reduced |
| Disciplined Investments, LLC | 20 | $1.86K | 0.00% | −2−9.1% | Reduced |
| Romano Brothers and Company | 20 | $1.86K | 0.00% | +20 | New |
