| Capital Analysts, LLC | 191 | $38.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 191 | $37.5K | 0.01% | +17+9.8% | Added |
| Noble Wealth Management PBC | 190 | $37.3K | 0.02% | +190 | New |
| Truvestments Capital LLC | 179 | $35.1K | 0.01% | +12+7.2% | Added |
| Binnacle Investments Inc | 171 | $33.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $33.0K | 0.02% | −31−15.7% | Reduced |
| Financial Perspectives, Inc | 166 | $32.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 166 | $32.6K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 166 | $32.6K | 0.01% | +166 | New |
| DT Investment Partners, LLC | 165 | $32.4K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 164 | $32.2K | 0.00% | +164 | New |
| Main Street Group, LTD | 163 | $32.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 159 | $31.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 153 | $30.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 152 | $29.8K | 0.01% | +52+52.0% | Added |
| BOCHK Asset Management Ltd | 150 | $29.4K | 0.01% | +150 | New |
| Ogorek Anthony Joseph | 145 | $28.0K | 0.01% | +2+1.4% | Added |
| City State Bank | 141 | $27.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 139 | $27.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 134 | $26.3K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 133 | $26.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 126 | $24.7K | 0.01% | +2+1.6% | Added |
| Crewe Advisors LLC | 122 | $23.9K | 0.00% | +120+6,000.0% | Added |
| Ameliora Wealth Management Ltd. | 120 | $23.5K | 0.01% | +120 | New |
| MTM Investment Management, LLC | 118 | $23.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 116 | $22.8K | 0.00% | +17+17.2% | Added |
| Bell Investment Advisors, Inc | 114 | $22.4K | 0.00% | −14−10.9% | Reduced |
| Solstein Capital, LLC | 113 | $22.2K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 103 | $21.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 105 | $20.6K | 0.01% | −28−21.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $19.6K | 0.04% | −1,391−93.3% | Reduced |
| NBT Bank N A | 100 | $19.6K | 0.00% | +100 | New |
| Chilton Capital Management LLC | 100 | $19.6K | 0.00% | +100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 99 | $19.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 94 | $18.4K | 0.00% | +94 | New |
| Decker Retirement Planning Inc. | 91 | $17.9K | 0.01% | −3−3.2% | Reduced |
| Cornerstone Planning Group LLC | 87 | $17.6K | 0.00% | +14+19.2% | Added |
| Howard Hughes Medical Institute | 87 | $17.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 96 | $16.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 85 | $16.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 85 | $16.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 83 | $16.3K | 0.01% | +83 | New |
| Palisade Asset Management, LLC | 82 | $16.1K | 0.00% | +82 | New |
| Rakuten Investment Management, Inc. | 300 | $15.0K | 0.00% | +300 | New |
| Barnes Dennig Private Wealth Management LLC | 75 | $14.7K | 0.02% | −22−22.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 73 | $14.4K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 73 | $14.3K | 0.00% | −3−3.9% | Reduced |
| Maryland Capital Advisors Inc. | 73 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 75 | $14.2K | 0.00% | +5+7.1% | Added |
| Proffitt & Goodson Inc | 70 | $13.7K | 0.00% | +33+89.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 70 | $13.7K | 0.00% | +70 | New |
| Arlington Trust Co LLC | 69 | $13.5K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 64 | $13.0K | 0.00% | +64 | New |
| TFC Financial Management | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 65 | $12.8K | 0.00% | −33−33.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 64 | $12.6K | 0.00% | +60+1,500.0% | Added |
| Guerra Advisors Inc | 62 | $12.2K | 0.00% | +62 | New |
| Aspect Partners, LLC | 61 | $12.0K | 0.01% | +16+35.6% | Added |
| Dunhill Financial, LLC | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 60 | $11.8K | 0.00% | +60 | New |
| Heritage Wealth Advisors | 58 | $11.4K | 0.00% | −12−17.1% | Reduced |
| Meeder Asset Management Inc | 57 | $11.2K | 0.00% | +4+7.5% | Added |
| Highline Wealth Partners LLC | 55 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 53 | $10.6K | 0.00% | +53 | New |
| Abound Wealth Management | 54 | $10.6K | 0.00% | −12−18.2% | Reduced |
| SOA Wealth Advisors, LLC. | 9,701 | $9.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $9.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 49 | $9.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 48 | $9.42K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 48 | $9.42K | 0.00% | +19+65.5% | Added |
| Asset Dedication, LLC | 46 | $9.03K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 44 | $8.63K | 0.00% | +2+4.8% | Added |
| First Command Advisory Services, Inc. | 43 | $8.44K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $8.04K | 0.00% | −20−32.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 41 | $8.04K | 0.00% | +2+5.1% | Added |
| Harbor Investment Advisory, LLC | 41 | $8.04K | 0.00% | +41 | New |
| South State Corp. | 40 | $7.85K | 0.00% | −60−60.0% | Reduced |
| Pittenger & Anderson Inc | 40 | $7.85K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 40 | $7.85K | 0.00% | +40 | New |
| Strategic Investment Solutions, Inc. | 40 | $7.85K | 0.00% | −1,250−96.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 40 | $7.85K | 0.00% | +40 | New |
| Halbert Hargrove Global Advisors, LLC | 38 | $7.54K | 0.00% | +35+1,166.7% | Added |
| Provenance Wealth Advisors, LLC | 38 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $7.46K | 0.00% | +4+11.8% | Added |
| Wealth Watch Advisors, INC | 37 | $7.26K | 0.00% | +37 | New |
| Montag A & Associates Inc | 37 | $7.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $7.06K | 0.00% | +30+500.0% | Added |
| Winch Advisory Services, LLC | 35 | $6.94K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 34 | $6.67K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $6.67K | 0.00% | +34 | New |
| Salem Investment Counselors Inc | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 33 | $6.43K | 0.00% | 00.0% | Unchanged |
| Trust Co | 31 | $6.08K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 31 | $6.08K | 0.00% | +4+14.8% | Added |
| Financial Management Professionals, Inc. | 31 | $6.08K | 0.00% | +8+34.8% | Added |
| YANKCOM Partnership | 31 | $6.08K | 0.00% | +31 | New |
| Rosenberg Matthew Hamilton | 30 | $5.89K | 0.00% | 00.0% | Unchanged |