| CX Institutional | 233 | $38.0K | 0.00% | −797−77.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 212 | $34.4K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 203 | $32.9K | 0.02% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 200 | $32.4K | 0.04% | +200 | New |
| Caldwell Trust Co | 200 | $32.4K | 0.00% | +200 | New |
| Bayban | 194 | $31.4K | 0.02% | −60−23.6% | Reduced |
| Raleigh Capital Management Inc. | 190 | $30.8K | 0.01% | +190 | New |
| Mather Group, LLC. | 186 | $30.1K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 181 | $29.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 181 | $29.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 178 | $28.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $27.6K | 0.00% | −1−0.6% | Reduced |
| United Financial Planning Group LLC | 168 | $27.2K | 0.01% | +168 | New |
| Atlantic Union Bankshares Corp | 165 | $26.7K | 0.00% | +157+1,962.5% | Added |
| Abound Wealth Management | 161 | $26.1K | 0.01% | +1+0.6% | Added |
| High Note Wealth, LLC | 157 | $25.4K | 0.00% | +19+13.8% | Added |
| Park Place Capital Corp | 156 | $25.3K | 0.00% | −149−48.9% | Reduced |
| Contravisory Investment Management, Inc. | 155 | $25.1K | 0.00% | −195−55.7% | Reduced |
| Wall Street Access Asset Management, LLC | 148 | $24.0K | 0.00% | +148 | New |
| Valued Wealth Advisors LLC | 140 | $22.7K | 0.01% | +24+20.7% | Added |
| St Germain D J Co Inc | 138 | $22.4K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 138 | $22.4K | 0.01% | +109+375.9% | Added |
| Bare Financial Services, Inc | 134 | $21.7K | 0.00% | +76+131.0% | Added |
| LRI Investments, LLC | 132 | $21.4K | 0.00% | +32+32.0% | Added |
| Cedar Mountain Advisors, LLC | 129 | $20.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 125 | $20.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 125 | $20.3K | 0.00% | +125 | New |
| Bogart Wealth, LLC | 120 | $19.4K | 0.00% | +95+380.0% | Added |
| Anchor Investment Management, LLC | 120 | $19.4K | 0.00% | +120 | New |
| Cornerstone Planning Group LLC | 151 | $19.2K | 0.00% | −53−26.0% | Reduced |
| Gilpin Wealth Management, LLC | 118 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $18.2K | 0.00% | +7+6.7% | Added |
| Rialto Wealth Management, LLC | 109 | $17.7K | 0.00% | +54+98.2% | Added |
| WPG Advisers, LLC | 105 | $17.0K | 0.01% | +20+23.5% | Added |
| Cromwell Holdings LLC | 104 | $16.9K | 0.01% | +32+44.4% | Added |
| First Pacific Financial | 103 | $16.7K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 100 | $16.2K | 0.00% | +100 | New |
| TSFG, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $15.6K | 0.00% | +5+5.5% | Added |
| Bay Harbor Wealth Management, LLC | 96 | $15.6K | 0.00% | +28+41.2% | Added |
| Manchester Capital Management LLC | 93 | $15.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 92 | $14.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 92 | $14.9K | 0.00% | +66+253.8% | Added |
| Caitlin John, LLC | 91 | $14.7K | 0.01% | +91 | New |
| North Star Investment Management Corp. | 90 | $14.6K | 0.00% | +3+3.4% | Added |
| IMA Wealth, Inc. | 89 | $14.4K | 0.00% | +35+64.8% | Added |
| Silver Grove Financial Group, Inc. | 88 | $14.3K | 0.01% | +88 | New |
| Principia Wealth Advisory, LLC | 85 | $13.8K | 0.01% | +8+10.4% | Added |
| Clear Street Markets LLC | 85 | $13.8K | 0.00% | +85 | New |
| HM Payson & Co | 82 | $13.3K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 81 | $13.1K | 0.00% | +81 | New |
| Smartleaf Asset Management LLC | 82 | $13.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $12.3K | 0.00% | +67+744.4% | Added |
| Carolina Wealth Advisors, LLC | 68 | $11.0K | 0.00% | +68 | New |
| Steigerwald, Gordon & Koch Inc. | 66 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $10.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 63 | $10.2K | 0.00% | +13+26.0% | Added |
| Planning Strategies Inc. | 62 | $10.0K | 0.01% | +62 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 58 | $9.40K | 0.00% | +25+75.8% | Added |
| Ogorek Anthony Joseph | 56 | $9.00K | 0.00% | −21−27.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 55 | $8.91K | 0.00% | +25+83.3% | Added |
| Raffa Wealth Management, LLC | 53 | $8.59K | 0.00% | −27−33.8% | Reduced |
| Cornerstone Financial Management LLC | 52 | $8.43K | 0.01% | +44+550.0% | Added |
| City State Bank | 52 | $8.43K | 0.00% | +52 | New |
| Beaird Harris Wealth Management, LLC | 51 | $8.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 51 | $8.27K | 0.00% | +26+104.0% | Added |
| ZRC Wealth Management, LLC | 51 | $8.27K | 0.00% | +51 | New |
| Private Wealth Asset Management, LLC | 50 | $8.10K | 0.00% | −1,940−97.5% | Reduced |
| Marquette Asset Management, LLC | 49 | $7.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $7.46K | 0.00% | +22+91.7% | Added |
| Avion Wealth | 49 | $7.00K | 0.00% | +25+104.2% | Added |
| Highline Wealth Partners LLC | 42 | $6.81K | 0.00% | +4+10.5% | Added |
| Vanguard National Trust Co | 40 | $6.48K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 40 | $6.48K | 0.00% | +40 | New |
| Accent Capital Management, LLC | 40 | $6.48K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 39 | $6.32K | 0.00% | +37+1,850.0% | Added |
| AdvisorNet Financial, Inc | 38 | $6.16K | 0.00% | +5+15.2% | Added |
| Oakworth Capital, Inc. | 34 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 32 | $5.19K | 0.00% | +32 | New |
| Hughes Financial Services, LLC | 31 | $5.02K | 0.00% | +24+342.9% | Added |
| Continuum Advisory, LLC | 31 | $5.02K | 0.00% | +31 | New |
| Brown, Lisle/Cummings, Inc. | 30 | $4.86K | 0.00% | −76−71.7% | Reduced |
| UMA Financial Services, Inc. | 29 | $4.70K | 0.00% | +13+81.3% | Added |
| Triumph Capital Management | 28 | $4.54K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $4.54K | 0.00% | +11+64.7% | Added |
| Financial Consulate, Inc | 27 | $4.38K | 0.00% | +2+8.0% | Added |
| Security National Bank | 27 | $4.38K | 0.00% | +27 | New |
| 1015 Capital Partners, LLC | 26 | $4.21K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 25 | $4.05K | 0.00% | +25 | New |
| Truvestments Capital LLC | 24 | $3.89K | 0.00% | +23+2,300.0% | Added |
| Purpose Unlimited Inc. | 23 | $3.73K | 0.00% | −16−41.0% | Reduced |
| Atwood & Palmer Inc | 21 | $3.40K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Golden State Wealth Management, LLC | 16 | $2.59K | 0.00% | +16 | New |
| Owl Creek Wealth Partners LLC | 15 | $2.43K | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 15 | $2.43K | 0.00% | +15 | New |
| Pittenger & Anderson Inc | 14 | $2.27K | 0.00% | +14 | New |
| POM Investment Strategies, LLC | 13 | $2.11K | 0.00% | −106−89.1% | Reduced |
