| Barrett & Company, Inc. | 400 | $24.7K | 0.01% | −116−22.5% | Reduced |
| Heritage Wealth Advisors | 400 | $24.7K | 0.00% | +400 | New |
| Kelly Financial Services LLC | 380 | $23.5K | 0.01% | −463−54.9% | Reduced |
| Assetmark, Inc | 378 | $23.3K | 0.00% | −709−65.2% | Reduced |
| Washington Trust Co | 377 | $23.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 364 | $22.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 340 | $21.0K | 0.00% | +42+14.1% | Added |
| Quarry LP | 337 | $20.8K | 0.01% | +337 | New |
| Paladin Advisory Group, LLC | 334 | $20.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 330 | $20.4K | 0.00% | +8+2.5% | Added |
| Hanson & Doremus Investment Management | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 339 | $20.0K | 0.00% | +85+33.5% | Added |
| First United Bank Trust | 322 | $19.9K | 0.01% | +322 | New |
| Versant Capital Management, Inc | 321 | $19.8K | 0.01% | +10+3.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.8K | 0.01% | +320 | New |
| Bruce G. Allen Investments, LLC | 315 | $19.4K | 0.02% | +315 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 310 | $19.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 309 | $19.1K | 0.00% | −2−0.6% | Reduced |
| Delta Asset Management LLC | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 298 | $18.4K | 0.00% | +1+0.3% | Added |
| Hall Laurie J Trustee | 270 | $17.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 270 | $17.0K | 0.01% | +10+3.8% | Added |
| Gleason Group, Inc. | 271 | $16.7K | 0.00% | +3+1.1% | Added |
| Baldwin Brothers Inc | 269 | $16.6K | 0.00% | −590−68.7% | Reduced |
| Fairfield, Bush & Co. | 266 | $16.4K | 0.01% | +266 | New |
| First Command Advisory Services, Inc. | 262 | $16.2K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 191 | $16.0K | 0.00% | +5+2.7% | Added |
| Anchor Investment Management, LLC | 246 | $15.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 238 | $14.7K | 0.00% | −6,711−96.6% | Reduced |
| Criterion Capital Advisors, LLC | 238 | $14.7K | 0.01% | +238 | New |
| Umb Bank N A | 231 | $14.3K | 0.00% | −411−64.0% | Reduced |
| Atticus Wealth Management, LLC | 227 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $13.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $13.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 201 | $12.4K | 0.01% | −2,307−92.0% | Reduced |
| Coppell Advisory Solutions LLC | 199 | $12.3K | 0.00% | +41+25.9% | Added |
| Investors Research Corp | 199 | $12.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 197 | $12.2K | 0.00% | −818−80.6% | Reduced |
| City State Bank | 187 | $12.0K | 0.01% | −100−34.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 193 | $11.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $11.8K | 0.00% | −11−5.4% | Reduced |
| Colonial Trust Co | 172 | $10.6K | 0.00% | −6−3.4% | Reduced |
| Bell Investment Advisors, Inc | 167 | $10.3K | 0.00% | +18+12.1% | Added |
| GW&K Investment Management, LLC | 160 | $10.0K | 0.00% | −50−23.8% | Reduced |
| Private Wealth Management Group, LLC | 161 | $9.94K | 0.00% | +161 | New |
| Pineridge Advisors LLC | 161 | $9.94K | 0.00% | +161 | New |
| MCF Advisors LLC | 160 | $9.88K | 0.00% | +160 | New |
| Clearstead Advisors, LLC | 156 | $9.63K | 0.00% | −108−40.9% | Reduced |
| SRS Capital Advisors, Inc. | 147 | $9.10K | 0.00% | +131+818.8% | Added |
| WealthCollab, LLC | 144 | $8.89K | 0.01% | +144 | New |
| Rosenberg Matthew Hamilton | 141 | $8.70K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 135 | $8.33K | 0.00% | +92+214.0% | Added |
| Westside Investment Management, Inc. | 134 | $8.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 132 | $8.13K | 0.00% | +116+725.0% | Added |
| Nemes Rush Group LLC | 131 | $8.09K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 130 | $8.02K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $7.71K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 140 | $7.38K | 0.00% | +140 | New |
| Compass Wealth Management LLC | 119 | $7.34K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $7.28K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $7.28K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 115 | $7.10K | 0.00% | +115 | New |
| Turtle Creek Wealth Advisors, LLC | 113 | $6.97K | 0.00% | +113 | New |
| Pension & Wealth Management Advisors, Inc. | 109 | $6.77K | 0.00% | +1+0.9% | Added |
| Abound Wealth Management | 109 | $6.73K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $6.67K | 0.00% | +108 | New |
| McIlrath & Eck, LLC | 94 | $5.80K | 0.00% | +58+161.1% | Added |
| JFS Wealth Advisors, LLC | 93 | $5.74K | 0.00% | +68+272.0% | Added |
| Castleview Partners, LLC | 85 | $5.25K | 0.00% | +4+4.9% | Added |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.01% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 80 | $5.00K | 0.00% | +80 | New |
| EntryPoint Capital, LLC | 79 | $4.88K | 0.00% | +79 | New |
| Provence Wealth Management Group | 76 | $4.69K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $4.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $4.51K | 0.00% | +73 | New |
| Raffa Wealth Management, LLC | 71 | $4.38K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $4.26K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 62 | $3.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 56 | $3.46K | 0.00% | +47+522.2% | Added |
| Clear Investment Research, LLC | 50 | $3.09K | 0.00% | +50 | New |
| Centennial Bank | 47 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $2.50K | 0.00% | +1+2.5% | Added |
| TD Capital Management LLC | 39 | $2.42K | 0.00% | +14+56.0% | Added |
| Chilton Capital Management LLC | 36 | $2.22K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 36 | $2.22K | 0.00% | +36 | New |
| Main Street Group, LTD | 35 | $2.19K | 0.00% | +35 | New |
| Carolinas Wealth Consulting LLC | 33 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $1.91K | 0.00% | −187−85.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 31 | $1.91K | 0.00% | +31 | New |
| Wolff Wiese Magana LLC | 30 | $1.85K | 0.00% | +30 | New |
| TCTC Holdings, LLC | 27 | $1.67K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 26 | $1.60K | 0.00% | −8−23.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 26 | $1.60K | 0.00% | +26 | New |
| Iron Horse Wealth Management, LLC | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.49K | 0.00% | +24 | New |
| Friedenthal Financial | 21 | $1.30K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.24K | 0.00% | +20 | New |
