| Concord Wealth Partners | 776 | $35.2K | 0.01% | +453+140.2% | Added |
| Stone House Investment Management, LLC | 750 | $34.1K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 730 | $33.1K | 0.03% | +730 | New |
| LRI Investments, LLC | 718 | $32.6K | 0.01% | +718 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 714 | $32.4K | 0.01% | +714 | New |
| Tortoise Investment Management, LLC | 693 | $31.5K | 0.00% | +693 | New |
| FNY Investment Advisers, LLC | 688 | $31.0K | 0.02% | +688 | New |
| Lindbrook Capital, LLC | 669 | $30.4K | 0.00% | +54+8.8% | Added |
| Kelly Financial Services LLC | 666 | $30.3K | 0.01% | +593+812.3% | Added |
| Dogwood Wealth Management LLC | 610 | $27.7K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 600 | $27.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 571 | $25.9K | 0.01% | +188+49.1% | Added |
| Bell Investment Advisors, Inc | 565 | $25.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 718 | $25.3K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 527 | $23.9K | 0.00% | +516+4,690.9% | Added |
| Ameliora Wealth Management Ltd. | 500 | $22.7K | 0.01% | +500 | New |
| Register Financial Advisors LLC | 500 | $22.7K | 0.01% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 496 | $22.5K | 0.00% | +34+7.4% | Added |
| GAMMA Investing LLC | 481 | $21.8K | 0.00% | +149+44.9% | Added |
| Bogart Wealth, LLC | 413 | $18.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 375 | $17.0K | 0.00% | −65−14.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 374 | $17.0K | 0.01% | +374 | New |
| Investment Research & Advisory Group, Inc. | 343 | $15.6K | 0.01% | +26+8.2% | Added |
| West Paces Advisors Inc. | 340 | $15.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 337 | $14.8K | 0.00% | +337 | New |
| Activest Wealth Management | 311 | $14.1K | 0.01% | +311 | New |
| Benjamin Edwards Inc | 300 | $14.0K | 0.00% | −144−32.4% | Reduced |
| VitalStone Financial, LLC | 290 | $13.0K | 0.01% | −315−52.1% | Reduced |
| Valley National Advisers Inc | 290 | $13.0K | 0.00% | +45+18.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 285 | $12.9K | 0.01% | −61−17.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 285 | $12.9K | 0.00% | +275+2,750.0% | Added |
| West Branch Capital LLC | 281 | $12.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 260 | $11.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 250 | $11.4K | 0.00% | +25+11.1% | Added |
| Meeder Asset Management Inc | 250 | $11.4K | 0.00% | +250 | New |
| AlphaMark Advisors, LLC | 237 | $11.0K | 0.00% | +177+295.0% | Added |
| Whittier Trust Co of Nevada Inc | 235 | $10.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 220 | $9.99K | 0.00% | +220 | New |
| C M Bidwell & Associates Ltd | 212 | $9.63K | 0.01% | −6,544−96.9% | Reduced |
| Ronald Blue Trust, Inc. | 203 | $9.22K | 0.00% | −2,408−92.2% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $9.08K | 0.00% | −4−2.0% | Reduced |
| TD Capital Management LLC | 200 | $9.08K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $9.08K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 200 | $9.08K | 0.00% | +150+300.0% | Added |
| Community Bank, N.A. | 200 | $9.08K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 195 | $8.85K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $8.11K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 171 | $7.76K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 168 | $7.63K | 0.00% | +168 | New |
| Richard W. Paul & Associates, LLC | 163 | $7.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 163 | $6.82K | 0.00% | −100−38.0% | Reduced |
| MCF Advisors LLC | 150 | $6.81K | 0.00% | +50+50.0% | Added |
| Chesapeake Asset Management LLC | 150 | $6.81K | 0.01% | −400−72.7% | Reduced |
| Nemes Rush Group LLC | 147 | $6.68K | 0.00% | −20−12.0% | Reduced |
| American Capital Advisory, LLC | 328 | $6.35K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 138 | $6.27K | 0.00% | +38+38.0% | Added |
| Arlington Trust Co LLC | 135 | $6.13K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 130 | $5.90K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $5.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 114 | $5.18K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $4.54K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $4.54K | 0.00% | +6+6.4% | Added |
| Farmers & Merchants Investments Inc | 100 | $4.54K | 0.00% | +100 | New |
| Accordant Advisory Group Inc | 100 | $4.54K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 85 | $3.86K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 85 | $3.86K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 81 | $3.68K | 0.00% | −17−17.3% | Reduced |
| Abound Wealth Management | 80 | $3.63K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 72 | $3.27K | 0.16% | −25−25.8% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $3.09K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 67 | $3.04K | 0.00% | +67 | New |
| Institutional & Family Asset Management, LLC | 60 | $2.73K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 55 | $2.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 50 | $2.27K | 0.00% | +50 | New |
| Sachetta, LLC | 62 | $2.19K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 47 | $2.13K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 47 | $2.13K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 40 | $1.82K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 36 | $1.64K | 0.00% | +36 | New |
| REAP Financial Group, LLC | 34 | $1.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.50K | 0.00% | −6−15.4% | Reduced |
| Prestige Wealth Management Group LLC | 33 | $1.50K | 0.00% | +33 | New |
| Pacifica Partners Inc. | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 31 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $1.26K | 0.00% | +28 | New |
| Sofos Investments, Inc. | 30 | $1.15K | 0.00% | +10+50.0% | Added |