| Financial Perspectives, Inc | 264 | $12.7K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 264 | $12.6K | 0.00% | +264 | New |
| Financial Synergies Wealth Advisors, Inc. | 213 | $12.5K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 231 | $12.4K | 0.00% | +1+0.4% | Added |
| Union Savings Bank | 256 | $12.3K | 0.01% | −321−55.6% | Reduced |
| Ironwood Wealth Management, Inc. | 264 | $12.2K | 0.01% | 00.0% | Unchanged |
| Motco | 252 | $12.1K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 252 | $12.1K | 0.01% | +252 | New |
| Cherry Tree Wealth Management, LLC | 251 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 241 | $12.0K | 0.00% | +23+10.6% | Added |
| Hoey Investments, Inc | 244 | $11.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 235 | $11.3K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 235 | $11.3K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 234 | $11.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 231 | $11.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 227 | $10.9K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 214 | $10.3K | 0.00% | +53+32.9% | Added |
| Princeton Global Asset Management LLC | 214 | $10.2K | 0.00% | +101+89.4% | Added |
| Optimum Investment Advisors | 213 | $10.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 213 | $10.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 212 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,923 | $10.1K | 0.00% | +7+0.2% | Added |
| Coppell Advisory Solutions LLC | 210 | $10.1K | 0.00% | +130+162.5% | Added |
| Loomis Sayles & Co L P | 212 | $10.0K | 0.00% | −104−32.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 207 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 211 | $10.0K | 0.00% | +25+13.4% | Added |
| Advantage Trust Co | 200 | $9.58K | 0.01% | +200 | New |
| Tradewinds Capital Management, LLC | 192 | $9.20K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 182 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 183 | $8.77K | 0.00% | +162+771.4% | Added |
| Cetera Trust Company, N.A | 176 | $8.43K | 0.01% | +176 | New |
| Newton One Investments LLC | 173 | $8.27K | 0.00% | +1+0.6% | Added |
| Tortoise Investment Management, LLC | 172 | $8.24K | 0.00% | −6−3.4% | Reduced |
| Centennial Bank | 172 | $8.24K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 170 | $8.13K | 0.00% | +1+0.6% | Added |
| FSC Wealth Advisors, LLC | 167 | $8.00K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 167 | $7.98K | 0.01% | −166−49.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 166 | $7.96K | 0.00% | −389−70.1% | Reduced |
| Providence Capital Advisors, LLC | 166 | $7.96K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 163 | $7.81K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 162 | $7.76K | 0.01% | +162 | New |
| Vermillion & White Wealth Management Group, LLC | 159 | $7.61K | 0.01% | +159 | New |
| Voisard Asset Management Group, Inc. | 157 | $7.52K | 0.00% | +157 | New |
| SOA Wealth Advisors, LLC. | 153 | $7.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 150 | $7.19K | 0.00% | −150−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 154 | $7.00K | 0.01% | −19−11.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 143 | $6.86K | 0.00% | +143 | New |
| DAGCO, Inc. | 142 | $6.80K | 0.01% | +142 | New |
| Dynamic Wealth Strategies, LLC | 142 | $6.80K | 0.01% | +142 | New |
| Pacific Center for Financial Services | 136 | $6.52K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 135 | $6.47K | 0.01% | +135 | New |
| Ruedi Wealth Management, Inc. | 133 | $6.37K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 130 | $6.25K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 127 | $6.05K | 0.00% | +1+0.8% | Added |
| GHP Investment Advisors, Inc. | 125 | $5.99K | 0.00% | −161−56.3% | Reduced |
| Fairfield Financial Advisors, LTD | 123 | $5.91K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $5.85K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 121 | $5.80K | 0.00% | +79+188.1% | Added |
| Retirement Group, LLC | 119 | $5.70K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $5.61K | 0.00% | +117 | New |
| Bell Investment Advisors, Inc | 115 | $5.51K | 0.00% | −40−25.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 111 | $5.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 109 | $5.22K | 0.00% | +109 | New |
| Grove Bank & Trust | 106 | $5.08K | 0.00% | −43−28.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 100 | $4.79K | 0.00% | +100 | New |
| Raleigh Capital Management Inc. | 98 | $4.70K | 0.00% | +65+197.0% | Added |
| DiNuzzo Private Wealth, Inc. | 94 | $4.50K | 0.00% | +94 | New |
| 1832 Asset Management L.P. | 93 | $4.46K | 0.00% | −30,599−99.7% | Reduced |
| Kelly Financial Services LLC | 88 | $4.24K | 0.00% | −37−29.6% | Reduced |
| Bogart Wealth, LLC | 88 | $4.22K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $4.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $4.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 84 | $4.03K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 84 | $4.00K | 0.00% | −311−78.7% | Reduced |
| Fortitude Family Office, LLC | 82 | $3.93K | 0.00% | +82 | New |
| Western Pacific Wealth Management, LP | 75 | $3.60K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $3.35K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 70 | $3.35K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 68 | $3.26K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.16K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 66 | $3.16K | 0.00% | +66 | New |
| Provenance Wealth Advisors, LLC | 64 | $3.07K | 0.00% | +50+357.1% | Added |
| Wiser Advisor Group LLC | 63 | $3.04K | 0.01% | +63 | New |
| Tompkins Financial Corp | 63 | $3.02K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| EdgeRock Capital LLC | 55 | $2.92K | 0.00% | +55 | New |
| Moisand Fitzgerald Tamayo, LLC | 58 | $2.78K | 0.00% | −468−89.0% | Reduced |
| Rogco, LP | 54 | $2.59K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 54 | $2.59K | 0.00% | +54 | New |
| Hollencrest Capital Management | 53 | $2.54K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $2.16K | 0.00% | +45 | New |
| Burkett Financial Services, LLC | 44 | $2.12K | 0.00% | +44 | New |
| Duncker Streett & Co Inc | 44 | $2.11K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $2.01K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 42 | $2.01K | 0.00% | +42 | New |
| Gold Investment Management Ltd. | 42 | $2.01K | 0.00% | +42 | New |
| Resources Management Corp | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |