| CNB Bank | 144 | $36.4K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 143 | $36.2K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 142 | $35.9K | 0.00% | −9−6.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 135 | $34.4K | 0.00% | +103+321.9% | Added |
| Coston, McIsaac & Partners | 136 | $34.0K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 134 | $33.9K | 0.03% | +134 | New |
| Valley National Advisers Inc | 134 | $33.0K | 0.01% | +74+123.3% | Added |
| Bogart Wealth, LLC | 130 | $32.9K | 0.00% | −21−13.9% | Reduced |
| Northwest Financial Advisors | 130 | $32.9K | 0.03% | +130 | New |
| Core Alternative Capital | 129 | $32.7K | 0.01% | −28−17.8% | Reduced |
| Baystate Wealth Management LLC | 129 | $32.6K | 0.00% | −25−16.2% | Reduced |
| Quent Capital, LLC | 129 | $32.5K | 0.00% | +1+0.8% | Added |
| Winch Advisory Services, LLC | 128 | $32.3K | 0.01% | −4−3.0% | Reduced |
| Sachetta, LLC | 127 | $32.2K | 0.02% | +127 | New |
| Planned Solutions, Inc. | 126 | $31.9K | 0.01% | +126 | New |
| Tennessee Valley Asset Management Partners | 121 | $30.5K | 0.01% | +121 | New |
| Castleview Partners, LLC | 119 | $30.2K | 0.02% | +79+197.5% | Added |
| Rakuten Securities, Inc. | 117 | $29.6K | 0.02% | +117 | New |
| Perkins Coie Trust Co | 114 | $28.8K | 0.01% | −22−16.2% | Reduced |
| Tfo-TDC, LLC | 113 | $28.6K | 0.01% | −1−0.9% | Reduced |
| VisionPoint Advisory Group, LLC | 112 | $28.3K | 0.01% | −124−52.5% | Reduced |
| Private Wealth Management Group, LLC | 110 | $27.8K | 0.01% | +110 | New |
| Cherry Tree Wealth Management, LLC | 109 | $27.6K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 107 | $27.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 107 | $27.0K | 0.00% | +63+143.2% | Added |
| Provenance Wealth Advisors, LLC | 103 | $26.1K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $25.6K | 0.01% | −16−13.7% | Reduced |
| Fortis Group Advisors, LLC | 100 | $25.3K | 0.01% | +50+100.0% | Added |
| Hallmark Capital Management Inc | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 100 | $25.3K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $25.3K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $25.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $25.3K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 100 | $25.2K | 0.01% | +100 | New |
| Scarborough Advisors, LLC | 99 | $25.0K | 0.01% | +99 | New |
| Silvant Capital Management LLC | 96 | $24.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $23.5K | 0.00% | −4−4.1% | Reduced |
| HighMark Wealth Management LLC | 91 | $22.9K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 90 | $22.8K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 97 | $22.2K | 0.00% | −99,234−99.9% | Reduced |
| Trifecta Capital Advisors, LLC | 84 | $21.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $21.0K | 0.00% | −5−5.7% | Reduced |
| Focused Wealth Management, Inc | 78 | $19.7K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 76 | $19.1K | 0.01% | +76 | New |
| West Oak Capital, LLC | 77 | $19.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 73 | $18.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 73 | $18.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 69 | $17.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 68 | $17.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 66 | $16.7K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 65 | $16.4K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 65 | $16.4K | 0.01% | +65 | New |
| American National Bank | 64 | $16.2K | 0.00% | −405−86.4% | Reduced |
| JJJ Advisors Inc. | 63 | $15.9K | 0.00% | +14+28.6% | Added |
| Frazier Financial Advisors, LLC | 61 | $15.4K | 0.01% | +61 | New |
| New Millennium Group LLC | 58 | $14.6K | 0.01% | +1+1.8% | Added |
| LM Advisors LLC | 56 | $14.2K | 0.00% | +56 | New |
| TFC Financial Management | 55 | $13.9K | 0.00% | −1−1.8% | Reduced |
| Insight Financial Services | 54 | $13.7K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $13.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 53 | $13.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 52 | $13.2K | 0.00% | +2+4.0% | Added |
| VitalStone Financial, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 51 | $12.9K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $12.6K | 0.00% | +50 | New |
| Transcendent Capital Group LLC | 50 | $12.6K | 0.01% | +50 | New |
| Broadwater Capital Management LLC | 50 | $12.6K | 0.01% | +50 | New |
| Timber Creek Capital Management LLC | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $12.4K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 49 | $12.0K | 0.00% | +4+8.9% | Added |
| First Personal Financial Services | 47 | $11.9K | 0.00% | +47 | New |
| Moisand Fitzgerald Tamayo, LLC | 46 | $11.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 45 | $11.4K | 0.00% | −150−76.9% | Reduced |
| Pittenger & Anderson Inc | 45 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $11.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 45 | $11.4K | 0.01% | −105−70.0% | Reduced |
| Cranbrook Wealth Management, LLC | 43 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 42 | $10.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 40 | $10.2K | 0.02% | +40 | New |
| Rocky Mountain Advisers, LLC | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 40 | $10.1K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 39 | $9.95K | 0.01% | +39 | New |
| Vima LLC | 38 | $9.61K | 0.02% | +38 | New |
| USA Financial Portformulas Corp | 37 | $9.36K | 0.00% | −959−96.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 37 | $9.36K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 37 | $9.36K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 36 | $9.11K | 0.00% | +29+414.3% | Added |
| Itau Unibanco Holding S.A. | 35 | $8.85K | 0.00% | +35 | New |
| Game Plan Financial Advisors, LLC | 35 | $8.85K | 0.01% | +35 | New |
| Pacific Center for Financial Services | 33 | $8.35K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $8.35K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $8.30K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 32 | $8.08K | 0.00% | −1,984−98.4% | Reduced |
| Voisard Asset Management Group, Inc. | 31 | $7.84K | 0.00% | +31 | New |
| Nalls Sherbakoff Group, LLC | 29 | $7.34K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $6.93K | 0.01% | +26 | New |
| Lee Financial Co | 27 | $6.87K | 0.00% | 00.0% | Unchanged |