| Colonial Trust Advisors | 55 | $34.7K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 55 | $34.6K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 53 | $33.4K | 0.00% | +37+231.3% | Added |
| Cape Investment Advisory, Inc. | 52 | $32.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 51 | $32.1K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 51 | $32.1K | 0.00% | +51 | New |
| Washington Trust Advisors, Inc. | 50 | $31.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 49 | $30.9K | 0.01% | +7+16.7% | Added |
| TCTC Holdings, LLC | 49 | $30.9K | 0.00% | +49 | New |
| Pacific Capital Wealth Advisors, Inc | 48 | $30.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $30.2K | 0.00% | +36+300.0% | Added |
| Legacy Investment Solutions, LLC | 40 | $29.9K | 0.02% | +2+5.3% | Added |
| Legacy Wealth Managment, LLC | 40 | $29.9K | 0.02% | +2+5.3% | Added |
| Global Financial Private Client, LLC | 46 | $29.0K | 0.01% | +2+4.5% | Added |
| Estabrook Capital Management | 44 | $27.7K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 44 | $27.7K | 0.01% | +44 | New |
| Nemes Rush Group LLC | 41 | $25.8K | 0.00% | +11+36.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 39 | $25.1K | 0.01% | +39 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $23.3K | 0.01% | −8−17.8% | Reduced |
| Golden State Wealth Management, LLC | 37 | $23.3K | 0.00% | +37 | New |
| Red Tortoise LLC | 36 | $22.7K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 33 | $20.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 33 | $20.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $20.8K | 0.00% | −10−23.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $20.2K | 0.00% | −1−3.0% | Reduced |
| Evergreen Private Wealth LLC | 32 | $20.2K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 31 | $20.1K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 31 | $19.5K | 0.01% | +31 | New |
| Cherry Tree Wealth Management, LLC | 29 | $18.3K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 29 | $18.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $18.0K | 0.01% | −148−83.1% | Reduced |
| Lee Danner & Bass Inc | 28 | $17.6K | 0.00% | +28 | New |
| Cedar Mountain Advisors, LLC | 27 | $17.0K | 0.00% | −5−15.6% | Reduced |
| Creative Capital Management Investments LLC | 27 | $17.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $16.7K | 0.01% | −1−3.7% | Reduced |
| PFS Partners, LLC | 26 | $16.6K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 26 | $16.4K | 0.01% | +26 | New |
| Whipplewood Advisors, LLC | 26 | $16.4K | 0.01% | +26 | New |
| Frazier Financial Advisors, LLC | 25 | $15.8K | 0.01% | −19−43.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 25 | $15.8K | 0.01% | +19+316.7% | Added |
| AdvisorNet Financial, Inc | 24 | $15.1K | 0.00% | −25−51.0% | Reduced |
| St Germain D J Co Inc | 24 | $15.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 24 | $15.1K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 24 | $15.0K | 0.01% | −7−22.6% | Reduced |
| Kestra Investment Management, LLC | 23 | $14.6K | 0.00% | +23 | New |
| Carolinas Wealth Consulting LLC | 23 | $14.5K | 0.00% | −13−36.1% | Reduced |
| Northwest Capital Management Inc | 23 | $14.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $14.5K | 0.01% | +5+27.8% | Added |
| Atala Financial Inc | 23 | $14.5K | 0.01% | +23 | New |
| ORG Partners LLC | 22 | $14.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $14.0K | 0.00% | +2+9.5% | Added |
| Bangor Savings Bank | 22 | $13.9K | 0.00% | +22 | New |
| Cedar Wealth Management, LLC | 22 | $13.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $13.9K | 0.00% | +16+266.7% | Added |
| Cornerstone Planning Group LLC | 19 | $13.4K | 0.00% | −4−17.4% | Reduced |
| TFC Financial Management | 21 | $13.2K | 0.00% | −7−25.0% | Reduced |
| Cetera Trust Company, N.A | 21 | $13.2K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 21 | $13.2K | 0.00% | +8+61.5% | Added |
| Atwood & Palmer Inc | 21 | $13.2K | 0.00% | +21 | New |
| HM Payson & Co | 20 | $12.6K | 0.00% | −1−4.8% | Reduced |
| Atlantic Trust, LLC | 20 | $12.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $12.6K | 0.00% | +14+233.3% | Added |
| Clear Street Markets LLC | 20 | $12.6K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $12.0K | 0.00% | +3+18.8% | Added |
| Criterion Capital Advisors, LLC | 14 | $11.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $11.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $10.7K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 17 | $10.7K | 0.00% | +2+13.3% | Added |
| Decker Retirement Planning Inc. | 17 | $10.7K | 0.01% | +17 | New |
| Sierra Ocean, LLC | 16 | $10.1K | 0.01% | +16 | New |
| Contravisory Investment Management, Inc. | 16 | $10.1K | 0.00% | −1,965−99.2% | Reduced |
| McIlrath & Eck, LLC | 16 | $10.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $10.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 15 | $9.58K | 0.00% | −100−87.0% | Reduced |
| Ameriflex Group, Inc. | 12 | $8.86K | 0.00% | +12 | New |
| Anfield Capital Management, LLC | 14 | $8.82K | 0.00% | +14 | New |
| Financial Perspectives, Inc | 14 | $8.77K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $8.54K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 12 | $7.58K | 0.00% | −4−25.0% | Reduced |
| Optimum Investment Advisors | 12 | $7.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $7.56K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $7.00K | 0.01% | +9+450.0% | Added |
| SJS Investment Consulting Inc. | 10 | $6.30K | 0.00% | −4−28.6% | Reduced |
| Toth Financial Advisory Corp | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $6.30K | 0.00% | +10 | New |
| Innovative Advisory Group, LLC | 10 | $6.30K | 0.01% | +10 | New |
| WR Wealth Planners, LLC | 8 | $5.04K | 0.00% | −13−61.9% | Reduced |
| WealthTrak Capital Management LLC | 8 | $5.04K | 0.00% | +8 | New |
| Tower View Investment Management & Research LLC | 7 | $4.42K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $4.41K | 0.00% | −9−56.3% | Reduced |
| Oakworth Capital, Inc. | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |