| Strategic Wealth Partners, Ltd. | 350 | $35.7K | 0.00% | −759−68.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 331 | $33.7K | 0.01% | +4+1.2% | Added |
| Godsey & Gibb Associates | 325 | $33.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 315 | $32.4K | 0.00% | +315 | New |
| Cranbrook Wealth Management, LLC | 300 | $30.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $30.6K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 295 | $30.1K | 0.00% | +45+18.0% | Added |
| IAG Wealth Partners, LLC | 295 | $30.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 278 | $28.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $28.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 270 | $27.5K | 0.00% | −300−52.6% | Reduced |
| Harbor Capital Advisors, Inc. | 262 | $27.0K | 0.00% | −3−1.1% | Reduced |
| Thompson Investment Management, Inc. | 264 | $26.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 262 | $26.7K | 0.00% | +262 | New |
| PFS Partners, LLC | 250 | $25.5K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 244 | $24.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 241 | $24.5K | 0.00% | −38−13.6% | Reduced |
| Private Wealth Asset Management, LLC | 240 | $24.5K | 0.00% | +25+11.6% | Added |
| Groupe la Francaise | 277 | $23.7K | 0.00% | +277 | New |
| Essential Partners LLC | 224 | $22.8K | 0.01% | +211+1,623.1% | Added |
| Hantz Financial Services, Inc. | 215 | $22.0K | 0.00% | +177+465.8% | Added |
| Chilton Capital Management LLC | 205 | $20.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 201 | $20.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 200 | $20.4K | 0.01% | +6+3.1% | Added |
| Coston, McIsaac & Partners | 189 | $19.0K | 0.00% | +1+0.5% | Added |
| GW&K Investment Management, LLC | 189 | $19.0K | 0.00% | +10+5.6% | Added |
| MV Capital Management, Inc. | 183 | $18.7K | 0.00% | +52+39.7% | Added |
| Covestor Ltd | 179 | $18.0K | 0.01% | −43−19.4% | Reduced |
| Sunbelt Securities, Inc. | 172 | $17.5K | 0.00% | −188−52.2% | Reduced |
| Chesapeake Asset Management LLC | 170 | $17.3K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 163 | $16.0K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $15.3K | 0.01% | +150 | New |
| Oakworth Capital, Inc. | 149 | $15.2K | 0.00% | −31−17.2% | Reduced |
| Bell Investment Advisors, Inc | 137 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 137 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 135 | $13.8K | 0.00% | +45+50.0% | Added |
| Meeder Asset Management Inc | 129 | $13.2K | 0.00% | −119−48.0% | Reduced |
| Tidemark, LLC | 125 | $12.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 124 | $12.6K | 0.00% | −17−12.1% | Reduced |
| WPG Advisers, LLC | 123 | $12.5K | 0.01% | −63−33.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 123 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 121 | $12.3K | 0.00% | −587−82.9% | Reduced |
| Westfuller Advisors, LLC | 119 | $12.2K | 0.01% | +119 | New |
| Manchester Capital Management LLC | 119 | $12.1K | 0.00% | +1+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 108 | $11.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 107 | $10.9K | 0.00% | +107 | New |
| LRI Investments, LLC | 106 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $10.6K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $10.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 94 | $9.58K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 90 | $9.18K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 88 | $8.97K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 86 | $8.75K | 0.00% | +86 | New |
| Cornerstone Planning Group LLC | 86 | $8.71K | 0.00% | +38+79.2% | Added |
| Asset Dedication, LLC | 85 | $8.66K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 80 | $8.38K | 0.00% | +80 | New |
| 1620 Investment Advisors, Inc. | 80 | $8.15K | 0.01% | −20−20.0% | Reduced |
| J.Safra Asset Management Corp | 80 | $8.15K | 0.00% | +80 | New |
| Westside Investment Management, Inc. | 79 | $8.08K | 0.00% | +79 | New |
| Dogwood Wealth Management LLC | 72 | $7.39K | 0.00% | −2−2.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 72 | $7.38K | 0.00% | +72 | New |
| UMA Financial Services, Inc. | 71 | $7.27K | 0.00% | +6+9.2% | Added |
| Geneos Wealth Management Inc. | 66 | $6.73K | 0.00% | −2,333−97.2% | Reduced |
| South State Corp. | 64 | $6.52K | 0.00% | −57−47.1% | Reduced |
| Grove Bank & Trust | 64 | $6.52K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 63 | $6.42K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 63 | $6.42K | 0.00% | +46+270.6% | Added |
| CBIZ Investment Advisory Services, LLC | 60 | $6.16K | 0.00% | +23+62.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 58 | $5.91K | 0.00% | +58 | New |
| High Note Wealth, LLC | 55 | $5.61K | 0.00% | +8+17.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 55 | $5.61K | 0.00% | +55 | New |
| Innovative Advisory Group, LLC | 50 | $5.10K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 43 | $5.00K | 0.00% | +43 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $5.00K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 46 | $4.69K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 42 | $4.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $3.77K | 0.00% | +6+19.4% | Added |
| United Community Bank | 37 | $3.77K | 0.00% | +37 | New |
| ZRC Wealth Management, LLC | 30 | $3.06K | 0.00% | +30 | New |
| Tobam | 31 | $3.00K | 0.00% | +12+63.2% | Added |
| Holos Integrated Wealth LLC | 29 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $2.96K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 29 | $2.96K | 0.00% | +18+163.6% | Added |
| Trifecta Capital Advisors, LLC | 27 | $2.75K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 24 | $2.45K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 23 | $2.35K | 0.00% | +23 | New |
| Pineridge Advisors LLC | 22 | $2.24K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 22 | $2.24K | 0.00% | +22 | New |
| Kilter Group LLC | 20 | $2.04K | 0.00% | +5+33.3% | Added |
| Ogorek Anthony Joseph | 27 | $2.00K | 0.00% | +2+8.0% | Added |
| Marquette Asset Management, LLC | 16 | $1.63K | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 16 | $1.63K | 0.00% | −6−27.3% | Reduced |
| Tortoise Investment Management, LLC | 16 | $1.63K | 0.00% | −1−5.9% | Reduced |
| Atlantic Trust, LLC | 15 | $1.53K | 0.00% | +3+25.0% | Added |
| Millstone Evans Group, LLC | 14 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.23K | 0.00% | −1−7.7% | Reduced |
| Quaker Wealth Management, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
