| Mascoma Wealth Management LLC | 400 | $25.6K | 0.01% | +22+5.8% | Added |
| Canton Hathaway, LLC | 380 | $24.0K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 367 | $23.5K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 362 | $23.2K | 0.05% | +1+0.3% | Added |
| West Tower Group, LLC | 361 | $23.1K | 0.01% | −103−22.2% | Reduced |
| Westside Investment Management, Inc. | 356 | $22.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 346 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 342 | $21.9K | 0.01% | +15+4.6% | Added |
| PFS Partners, LLC | 335 | $21.4K | 0.02% | +1+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 325 | $20.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 319 | $20.4K | 0.01% | +148+86.5% | Added |
| First Command Advisory Services, Inc. | 317 | $20.3K | 0.00% | +317 | New |
| Pin Oak Investment Advisors Inc | 320 | $20.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 300 | $19.0K | 0.02% | +300 | New |
| Bell Investment Advisors, Inc | 290 | $18.6K | 0.00% | −26−8.2% | Reduced |
| Pflug Koory, LLC | 289 | $18.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 276 | $18.0K | 0.01% | −825−74.9% | Reduced |
| Tower View Investment Management & Research LLC | 286 | $18.0K | 0.01% | +81+39.5% | Added |
| Earnest Partners LLC | 274 | $17.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 272 | $17.4K | 0.01% | −144−34.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 266 | $17.1K | 0.01% | −124−31.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 262 | $16.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 261 | $16.7K | 0.01% | −150−36.5% | Reduced |
| GeoWealth Management, LLC | 260 | $16.0K | 0.00% | +44+20.4% | Added |
| NVWM, LLC | 242 | $15.5K | 0.01% | −4−1.6% | Reduced |
| Private Ocean, LLC | 242 | $15.5K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 239 | $15.3K | 0.00% | +42+21.3% | Added |
| Carmel Capital Partners, LLC | 239 | $15.3K | 0.01% | +178+291.8% | Added |
| Fortis Group Advisors, LLC | 229 | $14.7K | 0.00% | +229 | New |
| Kelly Financial Services LLC | 216 | $13.8K | 0.01% | +1+0.5% | Added |
| Addison Advisors LLC | 214 | $13.7K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 210 | $13.5K | 0.00% | −12−5.4% | Reduced |
| Cedar Mountain Advisors, LLC | 204 | $13.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 201 | $12.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 192 | $12.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 190 | $12.2K | 0.00% | +144+313.0% | Added |
| VisionPoint Advisory Group, LLC | 174 | $11.2K | 0.00% | +174 | New |
| New England Capital Financial Advisors LLC | 172 | $11.0K | 0.01% | +1+0.6% | Added |
| St. Johns Investment Management Company, LLC | 163 | $10.4K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 158 | $10.1K | 0.00% | +158 | New |
| Capital Advisors, Ltd. LLC | 155 | $10.0K | 0.00% | +155 | New |
| Antonetti Capital Management LLC | 150 | $9.60K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 144 | $9.21K | 0.00% | −11−7.1% | Reduced |
| Lumbard & Kellner, LLC | 138 | $8.83K | 0.01% | +138 | New |
| Castleview Partners, LLC | 136 | $8.70K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $8.70K | 0.01% | +1+0.7% | Added |
| Pittenger & Anderson Inc | 135 | $8.64K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $8.32K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 126 | $8.06K | 0.00% | +125+12,500.0% | Added |
| Financial Management Professionals, Inc. | 120 | $8.00K | 0.00% | −101−45.7% | Reduced |
| Bourgeon Capital Management LLC | 113 | $7.23K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 110 | $7.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 104 | $6.66K | 0.00% | −19−15.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $6.00K | 0.00% | −14−14.0% | Reduced |
| Costello Asset Management, INC | 92 | $5.89K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 90 | $5.78K | 0.00% | +90 | New |
| Kozak & Associates, Inc. | 86 | $5.35K | 0.00% | +1+1.2% | Added |
| Richard W. Paul & Associates, LLC | 81 | $5.18K | 0.00% | −25−23.6% | Reduced |
| West Branch Capital LLC | 79 | $5.06K | 0.00% | +1+1.3% | Added |
| Capital Analysts, LLC | 81 | $5.00K | 0.00% | −119−59.5% | Reduced |
| KB Financial Partners, LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $4.80K | 0.00% | +75 | New |
| Provence Wealth Management Group | 73 | $4.67K | 0.00% | +73 | New |
| PFG Private Wealth Management, LLC | 71 | $4.54K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 66 | $4.22K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 65 | $4.16K | 0.00% | −33−33.7% | Reduced |
| Steward Financial Group LLC | 70 | $4.00K | 0.00% | −105−60.0% | Reduced |
| GoalVest Advisory LLC | 60 | $3.84K | 0.00% | +60 | New |
| Red Tortoise LLC | 58 | $3.71K | 0.00% | +58 | New |
| Impact Partnership Wealth, LLC | 55 | $3.52K | 0.00% | −336−85.9% | Reduced |
| Cape Investment Advisory, Inc. | 49 | $3.15K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 49 | $3.14K | 0.00% | +49 | New |
| DT Investment Partners, LLC | 45 | $2.88K | 0.00% | −677−93.8% | Reduced |
| Cornerstone Planning Group LLC | 39 | $2.50K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $2.30K | 0.00% | +36 | New |
| Financial Avengers, Inc. | 36 | $2.29K | 0.00% | +1+2.9% | Added |
| Iron Horse Wealth Management, LLC | 32 | $2.05K | 0.00% | +32 | New |
| Avion Wealth | 54 | $2.00K | 0.00% | +28+107.7% | Added |
| Arlington Partners LLC | 31 | $1.98K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 31 | $1.98K | 0.00% | +31 | New |
| Bay Harbor Wealth Management, LLC | 28 | $1.79K | 0.00% | +3+12.0% | Added |
| Macroview Investment Management LLC | 26 | $1.66K | 0.00% | +26 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1.47K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 20 | $1.28K | 0.00% | +20 | New |
| Clear Investment Research, LLC | 18 | $1.16K | 0.00% | −2−10.0% | Reduced |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | −51,304−100.0% | Reduced |
| Family CFO Inc | 15 | $960 | 0.00% | +15 | New |
| True Wealth Design, LLC | 13 | $832 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $767 | 0.00% | +2+25.0% | Added |
| Insight Financial Services | 10 | $639 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $576 | 0.00% | +9 | New |
| MCF Advisors LLC | 8 | $512 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 7 | $448 | 0.00% | 00.0% | Unchanged |
