| Park Square Financial Group, LLC | 23 | $15.9K | 0.01% | +23 | New |
| Carolinas Wealth Consulting LLC | 24 | $16.2K | 0.00% | −56−70.0% | Reduced |
| Resources Management Corp | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $17.3K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 25 | $17.3K | 0.01% | +25 | New |
| Sound Income Strategies, LLC | 25 | $17.3K | 0.00% | −2−7.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $17.4K | 0.00% | −8,119−99.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 26 | $18.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 26 | $18.0K | 0.01% | +26 | New |
| Criterion Capital Advisors, LLC | 18 | $18.4K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 28 | $19.4K | 0.01% | +28 | New |
| Blume Capital Management, Inc. | 29 | $20.1K | 0.00% | +15+107.1% | Added |
| Bullock Wealth Management Group | 30 | $20.8K | 0.01% | −7−18.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 30 | $20.8K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 30 | $20.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 30 | $20.8K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 30 | $21.0K | 0.02% | +30 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $21.5K | 0.04% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 32 | $21.9K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 32 | $22.2K | 0.00% | +32 | New |
| Milestone Investment Advisors LLC | 34 | $23.6K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 35 | $24.3K | 0.01% | −55−61.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 35 | $24.3K | 0.01% | −8−18.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 35 | $24.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $24.3K | 0.00% | +2+6.1% | Added |
| Financial Avengers, Inc. | 35 | $24.3K | 0.01% | +10+40.0% | Added |
| HighMark Wealth Management LLC | 35 | $24.3K | 0.01% | +26+288.9% | Added |
| Decker Retirement Planning Inc. | 35 | $24.3K | 0.01% | +35 | New |
| Laurel Wealth Advisors LLC | 36 | $24.5K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 36 | $25.0K | 0.02% | +36 | New |
| Wintrust Investments LLC | 37 | $25.0K | 0.02% | −18−32.7% | Reduced |
| Ogorek Anthony Joseph | 37 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $25.6K | 0.00% | +4+12.1% | Added |
| Silicon Valley Capital Partners | 37 | $25.7K | 0.00% | −9,583−99.6% | Reduced |
| Kennebec Savings Bank | 36 | $26.2K | 0.03% | +25+227.3% | Added |
| Key Financial Inc | 38 | $26.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $27.0K | 0.01% | +4+11.4% | Added |
| Fortitude Family Office, LLC | 40 | $27.7K | 0.01% | −7−14.9% | Reduced |
| ZRC Wealth Management, LLC | 40 | $27.7K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $29.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 42 | $29.1K | 0.01% | +37+740.0% | Added |
| Trust Co of Vermont | 44 | $30.5K | 0.00% | −91−67.4% | Reduced |
| Thompson Investment Management, Inc. | 45 | $31.2K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 45 | $31.2K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 45 | $31.3K | 0.00% | +45 | New |
| Archer Investment Corp | 47 | $32.6K | 0.01% | +11+30.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 50 | $34.7K | 0.01% | −2−3.8% | Reduced |
| First Financial Corp | 50 | $34.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $38.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $38.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 56 | $38.8K | 0.00% | +32+133.3% | Added |
| Roxbury Financial LLC | 56 | $39.0K | 0.04% | +56 | New |
| Stance Capital LLC | 57 | $39.2K | 0.02% | +57 | New |
| Caitlin John, LLC | 57 | $39.6K | 0.03% | +25+78.1% | Added |
| Raffa Wealth Management, LLC | 58 | $40.2K | 0.01% | +6+11.5% | Added |
| GPS Wealth Strategies Group, LLC | 59 | $40.9K | 0.01% | +22+59.5% | Added |
| Tradewinds Capital Management, LLC | 59 | $40.9K | 0.01% | +29+96.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 59 | $40.9K | 0.01% | +59 | New |
| Sugar Maple Asset Management, LLC | 60 | $41.6K | 0.03% | +60 | New |
| Cornerstone Planning Group LLC | 65 | $44.9K | 0.01% | −2−3.0% | Reduced |
| Adirondack Trust Co | 66 | $45.7K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 66 | $45.7K | 0.03% | 00.0% | Unchanged |
| Investment Management Corp | 67 | $46.1K | 0.04% | +67 | New |
| Foster Dykema Cabot & Partners, LLC | 68 | $47.1K | 0.00% | −5−6.8% | Reduced |
| Compass Wealth Management LLC | 68 | $47.1K | 0.01% | −8−10.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 69 | $47.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 70 | $48.5K | 0.02% | +70 | New |
| Catalyst Capital Advisors LLC | 71 | $49.2K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 72 | $49.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 73 | $50.6K | 0.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 74 | $51.3K | 0.03% | +74 | New |
| Bruce G. Allen Investments, LLC | 76 | $52.7K | 0.04% | −4−5.0% | Reduced |
| Piscataqua Savings Bank | 80 | $55.4K | 0.05% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 80 | $55.4K | 0.05% | +80 | New |
| Larson Financial Group LLC | 82 | $57.1K | 0.00% | +41+100.0% | Added |
| Creative Financial Designs Inc | 84 | $58.3K | 0.00% | +4+5.0% | Added |
| Tortoise Investment Management, LLC | 85 | $58.9K | 0.01% | +11+14.9% | Added |
| Financial Network Wealth Advisors LLC | 86 | $59.6K | 0.11% | +42+95.5% | Added |
| Clear Street Markets LLC | 86 | $59.6K | 0.02% | +86 | New |
| Promus Capital, LLC | 86 | $59.8K | 0.05% | +86 | New |
| Pension & Wealth Management Advisors, Inc. | 90 | $62.8K | 0.03% | +37+69.8% | Added |
| Ransom Advisory, Ltd | 91 | $63.1K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 96 | $66.5K | 0.00% | +96 | New |
| Golden State Wealth Management, LLC | 96 | $66.6K | 0.01% | +96 | New |
| Coppell Advisory Solutions LLC | 96 | $67.2K | 0.01% | +15+18.5% | Added |
| South State Corp. | 98 | $67.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 99 | $68.6K | 0.01% | +34+52.3% | Added |
| Capital Advisors, Ltd. LLC | 99 | $69.0K | 0.01% | +3+3.1% | Added |
| Ameliora Wealth Management Ltd. | 100 | $69.3K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $69.3K | 0.03% | +100 | New |
| Armstrong Advisory Group, Inc | 103 | $71.4K | 0.01% | +42+68.9% | Added |
| Sunbelt Securities, Inc. | 103 | $71.6K | 0.01% | −121−54.0% | Reduced |
| Optimum Investment Advisors | 105 | $72.8K | 0.03% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 102 | $74.2K | 0.05% | +49+92.5% | Added |
| Legacy Wealth Managment, LLC | 102 | $74.2K | 0.05% | +49+92.5% | Added |
| Beacon Capital Management, LLC | 107 | $74.3K | 0.01% | +2+1.9% | Added |
| General Partner, Inc. | 108 | $74.9K | 0.05% | +13+13.7% | Added |
| Versant Capital Management, Inc | 109 | $75.5K | 0.02% | +109 | New |
| Rise Advisors, LLC | 110 | $76.2K | 0.04% | −11−9.1% | Reduced |
| Main Street Group, LTD | 115 | $79.7K | 0.03% | 00.0% | Unchanged |
