| Highlander Capital Management, LLC | 296 | $63.0K | 0.04% | −300−50.3% | Reduced |
| Prestige Wealth Management Group LLC | 277 | $59.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 274 | $58.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 266 | $56.0K | 0.02% | −801−75.1% | Reduced |
| JNBA Financial Advisors | 251 | $53.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 250 | $53.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 235 | $50.0K | 0.05% | +119+102.6% | Added |
| Bellwether Advisors, LLC | 232 | $49.0K | 0.02% | +35+17.8% | Added |
| Sound Income Strategies, LLC | 230 | $49.0K | 0.01% | +132+134.7% | Added |
| Ten Capital Wealth Advisors, LLC | 229 | $49.0K | 0.02% | +229 | New |
| Trustcore Financial Services, LLC | 225 | $48.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 225 | $48.0K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 221 | $47.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 222 | $47.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 217 | $46.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 219 | $46.0K | 0.04% | +219 | New |
| Orion Capital Management LLC | 215 | $46.0K | 0.04% | +215 | New |
| Quent Capital, LLC | 212 | $45.0K | 0.01% | +9+4.4% | Added |
| BDO Wealth Advisors, LLC | 208 | $44.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 205 | $43.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $43.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 203 | $43.0K | 0.01% | +100+97.1% | Added |
| TD Ameritrade Investment Management, LLC | 198 | $42.0K | 0.00% | −22−10.0% | Reduced |
| Gables Capital Management Inc. | 200 | $42.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $42.0K | 0.02% | 00.0% | Unchanged |
| Selway Asset Management | 200 | $42.0K | 0.02% | +200 | New |
| Twin Lakes Capital Management, LLC | 200 | $42.0K | 0.03% | +200 | New |
| Silver Oak Securities, Inc | 189 | $41.7K | 0.01% | +189 | New |
| Bradley & Co. Private Wealth Management, LLC | 194 | $41.0K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 185 | $39.0K | 0.01% | +1+0.5% | Added |
| Tacita Capital Inc | 185 | $39.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 184 | $39.0K | 0.00% | +94+104.4% | Added |
| Raffa Wealth Management, LLC | 177 | $37.6K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 176 | $37.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 173 | $37.0K | 0.02% | +1+0.6% | Added |
| Annapolis Financial Services, LLC | 170 | $36.0K | 0.01% | +170 | New |
| Riverview Trust Co | 161 | $34.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 157 | $33.0K | 0.02% | +19+13.8% | Added |
| James Investment Research Inc | 150 | $32.0K | 0.00% | −39−20.6% | Reduced |
| McIlrath & Eck, LLC | 150 | $32.0K | 0.01% | −40−21.1% | Reduced |
| Baldwin Brothers Inc | 150 | $32.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $32.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 151 | $32.0K | 0.00% | +9+6.3% | Added |
| Harvest Group Wealth Management, LLC | 130 | $32.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 150 | $31.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 145 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 143 | $30.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 145 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 138 | $29.0K | 0.02% | −26−15.9% | Reduced |
| KB Financial Partners, LLC | 133 | $28.0K | 0.01% | −39−22.7% | Reduced |
| Westside Investment Management, Inc. | 135 | $28.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 131 | $28.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 125 | $27.0K | 0.03% | −25−16.7% | Reduced |
| Crewe Advisors LLC | 127 | $27.0K | 0.00% | +6+5.0% | Added |
| Norwood Financial Corp | 125 | $27.0K | 0.05% | +25+25.0% | Added |
| Cornerstone Management, Inc. | 120 | $25.6K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 116 | $25.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $25.0K | 0.00% | +26+27.7% | Added |
| Spartan Planning & Wealth Management | 111 | $24.0K | 0.03% | +10+9.9% | Added |
| PSI Advisors, LLC | 114 | $24.0K | 0.01% | +30+35.7% | Added |
| Ellevest, Inc. | 107 | $23.0K | 0.00% | +1+0.9% | Added |
| Abound Wealth Management | 105 | $22.4K | 0.01% | +105 | New |
| Johnson Financial Group, Inc. | 104 | $22.0K | 0.00% | −225−68.4% | Reduced |
| Ogorek Anthony Joseph | 107 | $22.0K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $20.0K | 0.00% | +85+944.4% | Added |
| West Paces Advisors Inc. | 94 | $19.9K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 91 | $19.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 91 | $19.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $17.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $17.0K | 0.01% | +30+60.0% | Added |
| PrairieView Partners, LLC | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 73 | $15.0K | 0.01% | +73 | New |
| Core Alternative Capital | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $13.0K | 0.01% | −3−4.4% | Reduced |
| Legend Financial Advisors, Inc. | 59 | $12.5K | 0.01% | +59 | New |
| Eukles Asset Management | 55 | $12.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $11.0K | 0.01% | −23−31.5% | Reduced |
| Aspire Private Capital, LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 53 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 50 | $11.0K | 0.02% | +50 | New |
| Providence First Trust Co | 50 | $11.0K | 0.01% | +50 | New |
| Householder Group Estate & Retirement Specialist, LLC | 53 | $11.0K | 0.00% | +53 | New |
| Private Ocean, LLC | 50 | $10.0K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $9.00K | 0.00% | +16+66.7% | Added |
| Dark Forest Capital Management LP | 42 | $9.00K | 0.00% | +41+4,100.0% | Added |
| Financial Perspectives, Inc | 38 | $8.08K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 40 | $8.00K | 0.01% | −10−20.0% | Reduced |
| Northwest Investment Counselors, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 37 | $8.00K | 0.00% | +16+76.2% | Added |
| Archer Investment Corp | 36 | $7.64K | 0.00% | −250−87.4% | Reduced |
| Hanson & Doremus Investment Management | 33 | $7.00K | 0.00% | −46−58.2% | Reduced |