| HM Payson & Co | 94 | $9.02K | 0.00% | −23−19.7% | Reduced |
| Commonwealth Retirement Investments LLC | 94 | $9.02K | 0.00% | +94 | New |
| Capital Analysts, LLC | 93 | $9.00K | 0.00% | +3+3.3% | Added |
| Indiana Trust & Investment Management CO | 93 | $8.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 90 | $8.64K | 0.00% | −64−41.6% | Reduced |
| Mechanics Financial Corp | 90 | $8.64K | 0.00% | +5+5.9% | Added |
| Planning Strategies Inc. | 90 | $8.64K | 0.01% | +90 | New |
| Evermay Wealth Management LLC | 89 | $8.64K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 88 | $8.45K | 0.01% | +88 | New |
| Osbon Capital Management LLC | 88 | $8.45K | 0.01% | 00.0% | Unchanged |
| Apollo Management Holdings, L.P. | 88 | $8.45K | 0.00% | +88 | New |
| United Financial Planning Group LLC | 86 | $8.25K | 0.00% | +86 | New |
| SHP Wealth Management | 85 | $8.16K | 0.00% | +32+60.4% | Added |
| True Wealth Design, LLC | 84 | $8.06K | 0.00% | −17−16.8% | Reduced |
| Ancora Advisors, LLC | 81 | $7.77K | 0.00% | −6−6.9% | Reduced |
| Pacifica Partners Inc. | 77 | $7.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $7.20K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 74 | $7.18K | 0.00% | −3−3.9% | Reduced |
| Truvestments Capital LLC | 70 | $6.72K | 0.00% | −600−89.6% | Reduced |
| Sunrise Financial Services, LLC | 70 | $6.72K | 0.00% | −1−1.4% | Reduced |
| Bell Investment Advisors, Inc | 66 | $6.33K | 0.00% | −50−43.1% | Reduced |
| Oakworth Capital, Inc. | 64 | $6.14K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 62 | $5.95K | 0.00% | −13−17.3% | Reduced |
| Rosenberg Matthew Hamilton | 61 | $5.86K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 57 | $5.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $5.47K | 0.00% | +24+72.7% | Added |
| Cornerstone Planning Group LLC | 46 | $5.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 55 | $5.28K | 0.00% | −43−43.9% | Reduced |
| Dogwood Wealth Management LLC | 55 | $5.28K | 0.00% | −22−28.6% | Reduced |
| Sims Investment Management, LLC | 55 | $5.28K | 0.00% | +55 | New |
| Graney & King, LLC | 54 | $5.20K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 53 | $5.09K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $5.06K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $4.89K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 51 | $4.89K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $4.80K | 0.00% | −50−50.0% | Reduced |
| Strive Financial Group ,LLC | 50 | $4.80K | 0.00% | −2−3.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 50 | $4.80K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $4.80K | 0.00% | 00.0% | Unchanged |
| Altrinsic Global Advisors LLC | 49 | $4.70K | 0.00% | +49 | New |
| Proffitt & Goodson Inc | 46 | $4.42K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 46 | $4.42K | 0.00% | −170−78.7% | Reduced |
| Premier Financial Group | 45 | $4.32K | 0.00% | +45 | New |
| Aspect Partners, LLC | 44 | $4.22K | 0.00% | +13+41.9% | Added |
| YANKCOM Partnership | 43 | $4.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $4.00K | 0.00% | −100−70.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 40 | $3.84K | 0.00% | −25−38.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 40 | $3.84K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 40 | $3.84K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 30 | $3.76K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 39 | $3.74K | 0.00% | −61−61.0% | Reduced |
| NBH Bank | 37 | $3.55K | 0.00% | +37 | New |
| SWAN Capital LLC | 36 | $3.46K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 36 | $3.46K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 36 | $3.46K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 35 | $3.36K | 0.00% | +35 | New |
| West Paces Advisors Inc. | 35 | $3.36K | 0.00% | +35 | New |
| Hoey Investments, Inc | 34 | $3.26K | 0.00% | −171−83.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 33 | $3.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $3.15K | 0.00% | −40−54.8% | Reduced |
| Tounjian Advisory Partners, LLC | 32 | $3.04K | 0.00% | +32 | New |
| Darwin Advisors, LLC | 31 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $2.88K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $2.88K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $2.88K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 29 | $2.78K | 0.00% | −446−93.9% | Reduced |
| Cypress Capital Management LLC (WY) | 28 | $2.69K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 27 | $2.59K | 0.00% | +27 | New |
| Fortis Group Advisors, LLC | 27 | $2.59K | 0.00% | −20,216−99.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 20 | $2.51K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $2.45K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 24 | $2.30K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 24 | $2.30K | 0.00% | +24 | New |
| Front Row Advisors LLC | 17 | $2.17K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 22 | $2.10K | 0.00% | −53−70.7% | Reduced |
| Versant Capital Management, Inc | 21 | $2.02K | 0.00% | −9−30.0% | Reduced |
| Synergy Investment Management, LLC | 20 | $2.02K | 0.00% | +5+33.3% | Added |
| Cheviot Value Management, LLC | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 18 | $1.73K | 0.00% | −3,290−99.5% | Reduced |
| Bullock Wealth Management Group | 17 | $1.67K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 15 | $1.44K | 0.00% | +15 | New |
| Trust Co of Vermont | 15 | $1.44K | 0.00% | +15 | New |
| Hickory Point Bank & Trust | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 12 | $1.15K | 0.00% | +12 | New |
| Harbor Asset Planning, Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 11 | $1.01K | 0.00% | +11 | New |
| Ulland Investment Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10 | $960 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $960 | 0.00% | 00.0% | Unchanged |