| BFSG, LLC | 177 | $28.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 175 | $28.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 172 | $27.8K | 0.03% | −40−18.9% | Reduced |
| Evelyn Partners Investment Management LLP | 158 | $25.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 149 | $24.1K | 0.00% | −190−56.0% | Reduced |
| Salomon & Ludwin, LLC | 137 | $23.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 145 | $23.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 147 | $23.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 139 | $22.5K | 0.00% | +139 | New |
| Farmers & Merchants Investments Inc | 135 | $21.8K | 0.00% | +135 | New |
| Cetera Trust Company, N.A | 125 | $20.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 115 | $18.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 111 | $18.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 112 | $18.1K | 0.00% | +12+12.0% | Added |
| AdvisorNet Financial, Inc | 111 | $17.9K | 0.00% | +8+7.8% | Added |
| Rational Advisors LLC | 110 | $17.8K | 0.00% | +11+11.1% | Added |
| Torren Management, LLC | 108 | $17.5K | 0.01% | +108 | New |
| Atwood & Palmer Inc | 107 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $17.1K | 0.00% | +61+135.6% | Added |
| Murphy & Mullick Capital Management Corp | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 99 | $16.0K | 0.01% | +61+160.5% | Added |
| TD Waterhouse Canada Inc. | 99 | $16.0K | 0.00% | −9,256−98.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 90 | $14.5K | 0.00% | +90 | New |
| Elequin Capital LP | 87 | $14.1K | 0.00% | +87 | New |
| South State Corp. | 86 | $13.9K | 0.00% | +44+104.8% | Added |
| BNP Paribas | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 85 | $13.7K | 0.00% | +69+431.3% | Added |
| Kemnay Advisory Services Inc. | 82 | $13.3K | 0.00% | +82 | New |
| TD Capital Management LLC | 80 | $12.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 68 | $11.0K | 0.00% | −49−41.9% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 65 | $10.5K | 0.00% | −1−1.5% | Reduced |
| WPG Advisers, LLC | 63 | $10.2K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 57 | $9.67K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 57 | $9.19K | 0.00% | +57 | New |
| Rothschild Investment LLC | 55 | $8.89K | 0.00% | −4−6.8% | Reduced |
| Grove Bank & Trust | 54 | $8.73K | 0.00% | +54 | New |
| 1015 Capital Partners, LLC | 53 | $8.57K | 0.01% | +53 | New |
| Wolff Wiese Magana LLC | 51 | $8.24K | 0.00% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 51 | $8.24K | 0.00% | +51 | New |
| Essential Partners LLC | 51 | $8.24K | 0.00% | +21+70.0% | Added |
| Atlantic Trust, LLC | 50 | $8.08K | 0.00% | −48−49.0% | Reduced |
| Meeder Asset Management Inc | 50 | $8.08K | 0.00% | −4−7.4% | Reduced |
| Avion Wealth | 54 | $8.00K | 0.00% | −2−3.6% | Reduced |
| Valued Wealth Advisors LLC | 45 | $7.27K | 0.00% | +45 | New |
| Kings Path Partners LLC | 44 | $7.11K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $7.11K | 0.00% | +44 | New |
| ORG Partners LLC | 44 | $7.11K | 0.00% | +7+18.9% | Added |
| IFC & Insurance Marketing, Inc. | 42 | $7.00K | 0.01% | +42 | New |
| SJS Investment Consulting Inc. | 42 | $6.79K | 0.00% | +4+10.5% | Added |
| Activest Wealth Management | 42 | $6.79K | 0.00% | +2+5.0% | Added |
| Rossby Financial, LCC | 42 | $6.79K | 0.00% | +20+90.9% | Added |
| Cornerstone Financial Management LLC | 42 | $6.79K | 0.01% | +42 | New |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $6.49K | 0.00% | +2+5.3% | Added |
| Capital Advisors, Ltd. LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 36 | $5.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $5.82K | 0.00% | +15+71.4% | Added |
| MV Capital Management, Inc. | 35 | $5.66K | 0.00% | −1−2.8% | Reduced |
| Luken Investment Analytics, LLC | 33 | $5.33K | 0.00% | +33 | New |
| Adirondack Trust Co | 33 | $5.33K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 33 | $5.32K | 0.01% | +33 | New |
| Truvestments Capital LLC | 32 | $5.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 31 | $5.01K | 0.00% | +31 | New |
| Bogart Wealth, LLC | 30 | $4.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $4.53K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 28 | $4.53K | 0.00% | +28 | New |
| Armstrong Advisory Group, Inc | 27 | $4.37K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 27 | $4.36K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $4.36K | 0.00% | +24+800.0% | Added |
| United Community Bank | 26 | $4.20K | 0.00% | +26 | New |
| Ameriflex Group, Inc. | 25 | $4.04K | 0.00% | −25−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25 | $4.04K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 25 | $4.04K | 0.00% | +25 | New |
| Westfuller Advisors, LLC | 25 | $4.03K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $3.88K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 23 | $3.72K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 23 | $3.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $3.60K | 0.00% | −8−25.0% | Reduced |
| Dogwood Wealth Management LLC | 22 | $3.56K | 0.00% | +2+10.0% | Added |
| GoalVest Advisory LLC | 21 | $3.39K | 0.00% | +21 | New |
| Signature Resources Capital Management, LLC | 21 | $3.39K | 0.00% | +21 | New |
| Signature Equity Partners, LLC | 20 | $3.31K | 0.00% | +20 | New |
| Imprint Wealth LLC | 20 | $3.23K | 0.02% | −50−71.4% | Reduced |
| Highline Wealth Partners LLC | 20 | $3.23K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 19 | $3.07K | 0.00% | +19 | New |
| Keating Financial Advisory Services, Inc. | 18 | $2.91K | 0.00% | +18 | New |
| CoreCap Advisors, LLC | 17 | $2.75K | 0.00% | −22−56.4% | Reduced |
| Fortitude Family Office, LLC | 14 | $2.26K | 0.00% | −6−30.0% | Reduced |
| High Note Wealth, LLC | 14 | $2.26K | 0.00% | +12+600.0% | Added |
| Bellevue Asset Management, LLC | 14 | $2.26K | 0.00% | +1+7.7% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $2.26K | 0.00% | +4+40.0% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $2.12K | 0.00% | +10+333.3% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $2.10K | 0.00% | +8+160.0% | Added |
| Turning Point Benefit Group, Inc. | 13 | $2.10K | 0.00% | +9+225.0% | Added |
| Lodestone Wealth Management LLC | 13 | $2.10K | 0.00% | +13 | New |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 12 | $1.94K | 0.00% | +12 | New |