| Strengthening Families & Communities, LLC | 177 | $57.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 177 | $56.7K | 0.01% | +26+17.2% | Added |
| Transcendent Capital Group LLC | 176 | $56.4K | 0.03% | +176 | New |
| Chesapeake Asset Management LLC | 175 | $56.1K | 0.06% | 00.0% | Unchanged |
| Vima LLC | 398 | $54.6K | 0.06% | +15+3.9% | Added |
| North Star Investment Management Corp. | 170 | $54.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 164 | $52.6K | 0.01% | +8+5.1% | Added |
| Asset Dedication, LLC | 162 | $52.0K | 0.00% | −10−5.8% | Reduced |
| RiverPark Advisors, LLC | 161 | $51.6K | 0.04% | +161 | New |
| Ritter Daniher Financial Advisory LLC | 160 | $51.3K | 0.02% | +60+60.0% | Added |
| Mizuho Securities Co. Ltd. | 160 | $51.3K | 0.28% | −4,840−96.8% | Reduced |
| Hilltop National Bank | 158 | $50.7K | 0.02% | +158 | New |
| Old Point Trust & Financial Services N A | 153 | $49.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 152 | $48.7K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 150 | $48.1K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 150 | $48.1K | 0.01% | +56+59.6% | Added |
| Plante Moran Financial Advisors, LLC | 141 | $45.2K | 0.00% | −9−6.0% | Reduced |
| BFSG, LLC | 137 | $43.9K | 0.01% | +67+95.7% | Added |
| Dogwood Wealth Management LLC | 135 | $43.4K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 132 | $42.3K | 0.01% | −15−10.2% | Reduced |
| Abound Wealth Management | 131 | $41.9K | 0.02% | +2+1.6% | Added |
| Silver Oak Securities, Inc | 127 | $40.7K | 0.01% | −700−84.6% | Reduced |
| Quarry LP | 124 | $39.8K | 0.02% | −52−29.5% | Reduced |
| Atticus Wealth Management, LLC | 118 | $37.8K | 0.01% | +107+972.7% | Added |
| Close Asset Management Ltd | 117 | $37.0K | 0.00% | +117 | New |
| Activest Wealth Management | 114 | $36.5K | 0.02% | +14+14.0% | Added |
| Northwest Bank & Trust Co | 124 | $36.3K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $36.2K | 0.03% | +113 | New |
| Hantz Financial Services, Inc. | 112 | $36.0K | 0.00% | +10+9.8% | Added |
| First Manhattan Co | 112 | $35.9K | 0.00% | −114−50.4% | Reduced |
| Financial Perspectives, Inc | 112 | $35.9K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 101 | $32.4K | 0.01% | +88+676.9% | Added |
| Anchor Investment Management, LLC | 100 | $32.1K | 0.00% | −1,000−90.9% | Reduced |
| Operose Advisors LLC | 100 | $32.1K | 0.01% | −50−33.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $32.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $32.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $32.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $32.1K | 0.00% | +100 | New |
| Future Financial Wealth Managment LLC | 100 | $32.1K | 0.02% | +100 | New |
| Field & Main Bank | 100 | $32.1K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 107 | $31.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 95 | $30.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 95 | $30.5K | 0.02% | +95 | New |
| Colonial Trust Advisors | 94 | $30.1K | 0.00% | +94 | New |
| Foster Dykema Cabot & Partners, LLC | 91 | $29.2K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 90 | $28.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 88 | $28.2K | 0.01% | −9−9.3% | Reduced |
| Chiron Investment Management, LLC | 85 | $27.3K | 0.01% | −24,008−99.6% | Reduced |
| Retirement Group, LLC | 77 | $24.7K | 0.01% | +4+5.5% | Added |
| Tradewinds Capital Management, LLC | 75 | $24.0K | 0.01% | −20−21.1% | Reduced |
| Carolinas Wealth Consulting LLC | 75 | $24.0K | 0.00% | −22−22.7% | Reduced |
| Front Row Advisors LLC | 75 | $24.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 66 | $22.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 67 | $21.5K | 0.00% | +67 | New |
| Cohen & Steers, Inc. | 65 | $21.0K | 0.00% | −16−19.8% | Reduced |
| AlphaMark Advisors, LLC | 65 | $21.0K | 0.01% | +46+242.1% | Added |
| Bessemer Group Inc | 62 | $20.0K | 0.00% | −3−4.6% | Reduced |
| Chilton Capital Management LLC | 61 | $19.6K | 0.00% | −339−84.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 60 | $19.2K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 57 | $18.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 56 | $18.0K | 0.00% | −39−41.1% | Reduced |
| Bell Investment Advisors, Inc | 55 | $17.6K | 0.00% | −1−1.8% | Reduced |
| Valley National Advisers Inc | 55 | $17.0K | 0.00% | +8+17.0% | Added |
| Evermay Wealth Management LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 49 | $15.7K | 0.00% | +49 | New |
| Armstrong Advisory Group, Inc | 54 | $13.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 41 | $13.1K | 0.00% | +8+24.2% | Added |
| Providence Capital Advisors, LLC | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $12.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 48 | $12.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 38 | $12.2K | 0.00% | +38 | New |
| HighMark Wealth Management LLC | 35 | $11.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 34 | $10.9K | 0.00% | +12+54.5% | Added |
| Gould Capital, LLC | 33 | $10.6K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 35 | $10.4K | 0.00% | +35 | New |
| Rothschild Investment LLC | 30 | $9.62K | 0.00% | −110−78.6% | Reduced |
| Anfield Capital Management, LLC | 30 | $9.62K | 0.00% | +30 | New |
| Piscataqua Savings Bank | 30 | $9.62K | 0.01% | +30 | New |
| Capital Analysts, LLC | 28 | $9.00K | 0.00% | −7−20.0% | Reduced |
| Hanson & Doremus Investment Management | 27 | $9.00K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 29 | $9.00K | 0.00% | −64−68.8% | Reduced |
| Johnson Financial Group, Inc. | 27 | $8.66K | 0.00% | −95−77.9% | Reduced |
| Moser Wealth Advisors, LLC | 26 | $8.34K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $8.02K | 0.00% | −19−43.2% | Reduced |
| Davidson Capital Management Inc. | 25 | $8.02K | 0.00% | −14−35.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $7.35K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $7.25K | 0.00% | +5+29.4% | Added |
| Capital Advisors, Ltd. LLC | 23 | $7.00K | 0.00% | +4+21.1% | Added |
| Ogorek Anthony Joseph | 22 | $7.00K | 0.00% | +8+57.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 20 | $6.41K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $6.41K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $6.09K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $5.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $5.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $5.77K | 0.00% | +15+500.0% | Added |