| Key Financial Inc | 72 | $59.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 72 | $59.4K | 0.01% | +72 | New |
| Jackson, Grant Investment Advisers, Inc. | 66 | $54.4K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 65 | $54.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $53.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $53.6K | 0.00% | +38+140.7% | Added |
| Olistico Wealth, LLC | 65 | $53.4K | 0.03% | +65 | New |
| Strategic Financial Concepts, LLC | 40,233 | $53.0K | 0.00% | +40,233 | New |
| RFP Financial Group LLC | 63 | $51.9K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 62 | $51.1K | 0.04% | +7+12.7% | Added |
| DSM Capital Partners LLC | 61 | $50.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 61 | $50.3K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 60 | $49.5K | 0.02% | +10+20.0% | Added |
| CBIZ Investment Advisory Services, LLC | 58 | $47.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 56 | $46.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 55 | $45.3K | 0.00% | −1−1.8% | Reduced |
| 1620 Investment Advisors, Inc. | 53 | $43.7K | 0.03% | +53 | New |
| AdvisorNet Financial, Inc | 52 | $42.9K | 0.00% | +23+79.3% | Added |
| Washington Trust Advisors, Inc. | 50 | $41.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $41.2K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 50 | $41.2K | 0.01% | +50 | New |
| Estabrook Capital Management | 44 | $36.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 41 | $33.8K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 38 | $31.3K | 0.00% | +38 | New |
| VisionPoint Advisory Group, LLC | 37 | $30.5K | 0.01% | +13+54.2% | Added |
| Family Firm, Inc. | 37 | $30.1K | 0.01% | +37 | New |
| Red Tortoise LLC | 36 | $29.7K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $28.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $28.9K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 35 | $28.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $28.0K | 0.00% | +2+6.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $28.0K | 0.00% | −137−80.1% | Reduced |
| Cedar Wealth Management, LLC | 34 | $28.0K | 0.01% | −5−12.8% | Reduced |
| South State Corp. | 33 | $27.2K | 0.00% | −19−36.5% | Reduced |
| Tacita Capital Inc | 33 | $27.2K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 32 | $26.4K | 0.01% | −69−68.3% | Reduced |
| Cedar Mountain Advisors, LLC | 32 | $26.4K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 31 | $25.6K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $24.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30 | $24.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $23.9K | 0.01% | −21−38.2% | Reduced |
| Syntax Research, Inc. | 29 | $23.9K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 29 | $23.9K | 0.01% | +17+141.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 28 | $23.1K | 0.01% | +17+154.5% | Added |
| Abound Wealth Management | 27 | $22.6K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $22.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $21.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 26 | $21.4K | 0.00% | +8+44.4% | Added |
| Harbor Investment Advisory, LLC | 26 | $21.4K | 0.00% | −8−23.5% | Reduced |
| Core Alternative Capital | 26 | $21.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 26 | $21.1K | 0.01% | +21+420.0% | Added |
| Fairfield Financial Advisors, LTD | 25 | $20.7K | 0.01% | +25 | New |
| ORG Partners LLC | 24 | $20.3K | 0.00% | +2+9.1% | Added |
| St Germain D J Co Inc | 24 | $19.8K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 23 | $19.0K | 0.01% | −31−57.4% | Reduced |
| Fairway Wealth LLC | 23 | $19.0K | 0.01% | +23 | New |
| HM Payson & Co | 22 | $18.1K | 0.00% | +2+10.0% | Added |
| Cetera Trust Company, N.A | 21 | $17.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $16.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 19 | $15.7K | 0.00% | +1+5.6% | Added |
| Wetzel Investment Advisors, Inc. | 22 | $15.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 18 | $15.0K | 0.01% | +18 | New |
| Tidemark, LLC | 18 | $14.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $14.8K | 0.01% | +3+20.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 18 | $14.8K | 0.00% | +9+100.0% | Added |
| Coppell Advisory Solutions LLC | 18 | $14.8K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $14.6K | 0.01% | +3+20.0% | Added |
| Hexagon Capital Partners LLC | 17 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $14.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $14.0K | 0.00% | −9−34.6% | Reduced |
| Avion Wealth | 18 | $14.0K | 0.00% | +3+20.0% | Added |
| McIlrath & Eck, LLC | 16 | $13.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $12.9K | 0.01% | +11+183.3% | Added |
| Glen Eagle Advisors, LLC | 15 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 15 | $12.4K | 0.01% | +3+25.0% | Added |
| Beacon Capital Management, LLC | 14 | $11.6K | 0.00% | +2+16.7% | Added |
| SJS Investment Consulting Inc. | 14 | $11.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $11.5K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 14 | $11.5K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $11.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $10.7K | 0.00% | −10−43.5% | Reduced |
| New Age Alpha Advisors, LLC | 13 | $10.7K | 0.01% | +13 | New |
| Salomon & Ludwin, LLC | 12 | $9.89K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12 | $9.89K | 0.00% | +12 | New |
| Toth Financial Advisory Corp | 10 | $8.25K | 0.00% | +4+66.7% | Added |
| Gradient Investments LLC | 10 | $8.24K | 0.00% | −51−83.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $8.24K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $8.24K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $7.42K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $7.42K | 0.00% | +9 | New |
| Financial Connections Group, Inc. | 9 | $7.00K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 7 | $5.77K | 0.00% | −2−22.2% | Reduced |
| Tower View Investment Management & Research LLC | 7 | $5.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $5.77K | 0.00% | +6+600.0% | Added |
| Private Ocean, LLC | 7 | $5.77K | 0.00% | +7 | New |
| ESL Trust Services, LLC | 7 | $5.77K | 0.00% | +7 | New |
| North Star Investment Management Corp. | 6 | $4.95K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $4.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $4.95K | 0.00% | 00.0% | Unchanged |