| Bullock Wealth Management Group | 50 | $13.2K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 51 | $12.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $12.8K | 0.00% | +3+6.4% | Added |
| Kilter Group LLC | 50 | $12.8K | 0.00% | −12−19.4% | Reduced |
| Oakworth Capital, Inc. | 50 | $12.8K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 50 | $12.8K | 0.00% | +50 | New |
| Torren Management, LLC | 47 | $12.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 46 | $11.8K | 0.00% | −166−78.3% | Reduced |
| Joseph Group Capital Management | 46 | $11.8K | 0.00% | +10+27.8% | Added |
| Ares Financial Consulting, LLC | 43 | $11.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 42 | $10.7K | 0.00% | +42 | New |
| Coppell Advisory Solutions LLC | 26,295 | $10.2K | 0.00% | +26,295 | New |
| Center for Financial Planning, Inc. | 39 | $9.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $9.47K | 0.01% | +17+85.0% | Added |
| Salomon & Ludwin, LLC | 33 | $8.73K | 0.00% | −49−59.8% | Reduced |
| Silver Grove Financial Group, Inc. | 34 | $8.71K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 34 | $8.70K | 0.00% | −3−8.1% | Reduced |
| Darwin Advisors, LLC | 33 | $8.55K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $8.19K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $8.14K | 0.00% | −9−26.5% | Reduced |
| Sachetta, LLC | 31 | $7.93K | 0.00% | +2+6.9% | Added |
| Webster Bank, N. A. | 31 | $7.93K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 30 | $7.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $7.68K | 0.00% | +4+15.4% | Added |
| Rocky Mountain Advisers, LLC | 30 | $7.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $7.56K | 0.00% | −1−3.4% | Reduced |
| Atlantic Trust, LLC | 29 | $7.42K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 29 | $7.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $7.17K | 0.00% | +28 | New |
| Clear Street Markets LLC | 26 | $6.65K | 0.00% | +7+36.8% | Added |
| Hughes Financial Services, LLC | 26 | $6.65K | 0.00% | +13+100.0% | Added |
| Sittner & Nelson, LLC | 25 | $6.40K | 0.00% | −1−3.8% | Reduced |
| Creative Financial Designs Inc | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $6.40K | 0.00% | +9+56.3% | Added |
| Continuum Advisory, LLC | 25 | $6.40K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 24 | $6.14K | 0.00% | −20−45.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 24 | $6.14K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $6.00K | 0.00% | −1−3.6% | Reduced |
| Avion Wealth | 27 | $6.00K | 0.00% | +6+28.6% | Added |
| Copia Wealth Management | 23 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $5.63K | 0.00% | +3+15.8% | Added |
| Bear Mountain Capital, Inc. | 21 | $5.59K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 21 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $5.37K | 0.00% | +2+10.5% | Added |
| Decker Retirement Planning Inc. | 21 | $5.37K | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 20 | $5.18K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $5.12K | 0.00% | −9−31.0% | Reduced |
| Colonial Trust Advisors | 20 | $5.12K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $5.12K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 18 | $5.06K | 0.00% | +18 | New |
| Community Financial Services Group, LLC | 19 | $5.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 19 | $4.86K | 0.00% | +19 | New |
| Crews Bank & Trust | 18 | $4.61K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 18 | $4.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $4.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 14 | $3.58K | 0.00% | +14 | New |
| Brown, Lisle/Cummings, Inc. | 14 | $3.58K | 0.00% | −1−6.7% | Reduced |
| Dogwood Wealth Management LLC | 14 | $3.58K | 0.00% | +2+16.7% | Added |
| Dunhill Financial, LLC | 13 | $3.46K | 0.00% | +1+8.3% | Added |
| Salem Investment Counselors Inc | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $3.07K | 0.00% | −12−50.0% | Reduced |
| Johnson Financial Group, Inc. | 12 | $3.07K | 0.00% | −10−45.5% | Reduced |
| Strive Financial Group ,LLC | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | −1−7.1% | Reduced |
| NBT Bank N A | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $2.81K | 0.00% | +3+37.5% | Added |
| Creative Capital Management Investments LLC | 11 | $2.81K | 0.00% | +11 | New |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $2.81K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.62K | 0.00% | +9+900.0% | Added |
| Aspect Partners, LLC | 10 | $2.56K | 0.00% | −9−47.4% | Reduced |
| Valley National Advisers Inc | 10 | $2.56K | 0.00% | −4−28.6% | Reduced |
| High Note Wealth, LLC | 10 | $2.56K | 0.00% | −2−16.7% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $2.56K | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $2.56K | 0.00% | +5+100.0% | Added |
| JPL Wealth Management, LLC | 9 | $2.30K | 0.00% | +6+200.0% | Added |
| Rialto Wealth Management, LLC | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 9 | $2.30K | 0.00% | +9 | New |
| Abound Wealth Management | 8 | $2.10K | 0.00% | −12−60.0% | Reduced |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Basepoint Wealth LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 7 | $1.66K | 0.00% | −36−83.7% | Reduced |
| PlanVest Financial, Inc | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6 | $1.53K | 0.00% | +2+50.0% | Added |
| DecisionPoint Financial, LLC | 5 | $1.32K | 0.00% | +2+66.7% | Added |
| Rachor Investment Advisory Services, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.28K | 0.00% | −1−16.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 5 | $1.28K | 0.00% | +5 | New |