| Root Financial Partners, LLC | 642 | $38.8K | 0.00% | +642 | New |
| Parallel Advisors, LLC | 622 | $37.7K | 0.00% | +14+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 617 | $37.3K | 0.02% | +137+28.5% | Added |
| Pflug Koory, LLC | 600 | $36.3K | 0.02% | 00.0% | Unchanged |
| Motco | 600 | $36.3K | 0.00% | +600 | New |
| Deseret Mutual Benefit Administrators | 589 | $35.6K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 582 | $35.2K | 0.00% | −6,843−92.2% | Reduced |
| Ronald Blue Trust, Inc. | 549 | $33.2K | 0.00% | +38+7.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 537 | $32.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 529 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 500 | $30.2K | 0.01% | +9+1.8% | Added |
| Massmutual Trust Co FSB | 488 | $29.5K | 0.00% | +20+4.3% | Added |
| Mather Group, LLC. | 476 | $28.8K | 0.00% | +476 | New |
| Atlantic Union Bankshares Corp | 472 | $28.6K | 0.00% | +429+997.7% | Added |
| Signature Resources Capital Management, LLC | 464 | $28.1K | 0.02% | −6−1.3% | Reduced |
| Hemington Wealth Management | 459 | $27.0K | 0.00% | +44+10.6% | Added |
| Quent Capital, LLC | 426 | $25.8K | 0.00% | +426 | New |
| Manchester Capital Management LLC | 407 | $24.6K | 0.00% | +407 | New |
| Salomon & Ludwin, LLC | 405 | $24.3K | 0.00% | +170+72.3% | Added |
| Adirondack Trust Co | 400 | $24.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 398 | $24.1K | 0.01% | −71−15.1% | Reduced |
| Harbour Investments, Inc. | 394 | $23.8K | 0.00% | +8+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 382 | $22.9K | 0.00% | −242−38.8% | Reduced |
| Larson Financial Group LLC | 373 | $22.6K | 0.00% | −33−8.1% | Reduced |
| Salem Investment Counselors Inc | 355 | $21.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 346 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 378 | $20.8K | 0.00% | +142+60.2% | Added |
| Colonial Trust Co | 337 | $20.4K | 0.00% | +1+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 336 | $20.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 331 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 300 | $18.1K | 0.00% | +300 | New |
| Westfuller Advisors, LLC | 299 | $18.1K | 0.01% | +299 | New |
| TD Waterhouse Canada Inc. | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 292 | $17.7K | 0.00% | +292 | New |
| GoalVest Advisory LLC | 290 | $17.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 290 | $17.5K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 287 | $17.2K | 0.00% | +287 | New |
| Tower Trust & Investment Co | 278 | $16.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 263 | $15.9K | 0.01% | −8−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 263 | $15.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 260 | $15.7K | 0.00% | −261−50.1% | Reduced |
| Princeton Global Asset Management LLC | 260 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 245 | $14.8K | 0.00% | −10−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 221 | $13.4K | 0.00% | +12+5.7% | Added |
| Duncker Streett & Co Inc | 216 | $13.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 214 | $12.9K | 0.00% | +8+3.9% | Added |
| Signaturefd, LLC | 209 | $12.6K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 196 | $11.9K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 185 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 177 | $10.7K | 0.00% | +9+5.4% | Added |
| Bruce G. Allen Investments, LLC | 176 | $10.6K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 174 | $10.5K | 0.01% | +1+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 168 | $10.2K | 0.01% | +168 | New |
| Quest 10 Wealth Builders, Inc. | 162 | $9.80K | 0.01% | +17+11.7% | Added |
| Cape Investment Advisory, Inc. | 155 | $9.38K | 0.01% | +155 | New |
| Fortitude Family Office, LLC | 148 | $8.95K | 0.00% | +2+1.4% | Added |
| Old Second National Bank of Aurora | 138 | $8.35K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 135 | $8.17K | 0.00% | +135 | New |
| Westend Capital Management, LLC | 119 | $7.20K | 0.00% | +119 | New |
| NBC Securities, Inc. | 117 | $7.08K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 108 | $6.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $6.47K | 0.00% | −1−0.9% | Reduced |
| High Note Wealth, LLC | 106 | $6.41K | 0.00% | −2−1.9% | Reduced |
| Private Wealth Management Group, LLC | 106 | $6.41K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $6.05K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $6.05K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.69K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $5.63K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $5.44K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 88 | $5.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 86 | $5.20K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 78 | $4.69K | 0.00% | +1+1.3% | Added |
| Tompkins Financial Corp | 77 | $4.66K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 76 | $4.60K | 0.00% | +10+15.2% | Added |
| Key Financial Inc | 76 | $4.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $4.30K | 0.00% | +34+91.9% | Added |
| Bell Investment Advisors, Inc | 71 | $4.29K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 68 | $4.11K | 0.00% | +68 | New |
| Cloud Capital Management, LLC | 79 | $4.00K | 0.00% | +79 | New |
| Delta Asset Management LLC | 65 | $3.93K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 64 | $3.87K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 63 | $3.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 63 | $3.77K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $3.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $3.63K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 58 | $3.51K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 60 | $3.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $3.39K | 0.00% | +38+211.1% | Added |
| Wealth Preservation Advisors, LLC | 56 | $3.39K | 0.00% | +13+30.2% | Added |
| Sachetta, LLC | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $2.78K | 0.00% | −3−6.1% | Reduced |
| Cromwell Holdings LLC | 46 | $2.78K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.69K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.44K | 0.00% | +34+340.0% | Added |
| Zions Bancorporation, National Association | 38 | $2.30K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 38 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $1.75K | 0.00% | +23+383.3% | Added |
| Aspect Partners, LLC | 28 | $1.69K | 0.00% | +28 | New |