| Bogart Wealth, LLC | 631 | $10.9K | 0.00% | −237−27.3% | Reduced |
| GoalVest Advisory LLC | 628 | $10.8K | 0.00% | −135−17.7% | Reduced |
| Garton & Associates Financial Advisors LLC | 616 | $10.6K | 0.01% | +616 | New |
| Global Wealth Strategies & Associates | 600 | $10.3K | 0.00% | −5−0.8% | Reduced |
| Quent Capital, LLC | 589 | $10.2K | 0.00% | +213+56.6% | Added |
| Sankala Group LLC | 529 | $10.1K | 0.01% | +529 | New |
| Pinney & Scofield, Inc. | 570 | $9.83K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 562 | $9.70K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 554 | $9.56K | 0.00% | +554 | New |
| SHP Wealth Management | 554 | $9.56K | 0.00% | +554 | New |
| Legacy Bridge, LLC | 536 | $9.25K | 0.00% | +536 | New |
| Glen Eagle Advisors, LLC | 533 | $9.19K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 530 | $9.14K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 502 | $8.66K | 0.01% | +23+4.8% | Added |
| Thompson Investment Management, Inc. | 500 | $8.63K | 0.00% | +500 | New |
| Caitlin John, LLC | 500 | $8.63K | 0.01% | +500 | New |
| Spurstone Advisory Services, LLC | 500 | $8.63K | 0.14% | +500 | New |
| Activest Wealth Management | 490 | $8.45K | 0.00% | +463+1,714.8% | Added |
| SOA Wealth Advisors, LLC. | 481 | $8.30K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 455 | $7.87K | 0.00% | +5+1.1% | Added |
| Wealth Watch Advisors, INC | 449 | $7.75K | 0.00% | +60+15.4% | Added |
| Harbor Investment Advisory, LLC | 441 | $7.61K | 0.00% | +39+9.7% | Added |
| Arlington Trust Co LLC | 417 | $7.19K | 0.00% | +417 | New |
| Bartlett & Co. Wealth Management LLC | 414 | $7.15K | 0.00% | +319+335.8% | Added |
| Howard Hughes Medical Institute | 413 | $7.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 394 | $7.00K | 0.00% | +284+258.2% | Added |
| Centerpoint Advisors, LLC | 400 | $7.00K | 0.00% | +400 | New |
| Ronald Blue Trust, Inc. | 401 | $6.92K | 0.00% | −1,550−79.4% | Reduced |
| Catherine Avery Investment Management LLC | 398 | $6.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 396 | $6.83K | 0.01% | +396 | New |
| Eastern Bank | 375 | $6.47K | 0.00% | +6+1.6% | Added |
| NBT Bank N A | 372 | $6.42K | 0.00% | −1,192−76.2% | Reduced |
| Financial Management Professionals, Inc. | 372 | $6.42K | 0.00% | +63+20.4% | Added |
| SWAN Capital LLC | 369 | $6.37K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 361 | $6.23K | 0.00% | +361 | New |
| T. Rowe Price Investment Management, Inc. | 338 | $6.00K | 0.00% | −93−21.6% | Reduced |
| Coston, McIsaac & Partners | 402 | $6.00K | 0.00% | +280+229.5% | Added |
| Motco | 347 | $5.99K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 345 | $5.95K | 0.00% | −801−69.9% | Reduced |
| Garden State Investment Advisory Services LLC | 335 | $5.79K | 0.00% | +335 | New |
| Ares Financial Consulting, LLC | 331 | $5.71K | 0.01% | +331 | New |
| Purpose Unlimited Inc. | 326 | $5.63K | 0.00% | +326 | New |
| Geneos Wealth Management Inc. | 316 | $5.45K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 316 | $5.45K | 0.00% | +18+6.0% | Added |
| Basecamp Wealth Advisors LLC | 314 | $5.42K | 0.00% | +314 | New |
| Westfuller Advisors, LLC | 310 | $5.34K | 0.00% | −152−32.9% | Reduced |
| Strategic Investment Solutions, Inc. | 303 | $5.23K | 0.00% | 00.0% | Unchanged |
| American National Bank | 302 | $5.21K | 0.00% | +302 | New |
| Elkhorn Partners Limited Partnership | 300 | $5.17K | 0.00% | +300 | New |
| ZRC Wealth Management, LLC | 289 | $4.99K | 0.00% | +194+204.2% | Added |
| CBIZ Investment Advisory Services, LLC | 269 | $4.64K | 0.00% | +143+113.5% | Added |
| ESL Trust Services, LLC | 265 | $4.57K | 0.00% | −185−41.1% | Reduced |
| MB, Levis & Associates, LLC | 261 | $4.50K | 0.00% | +3+1.2% | Added |
| Hilltop National Bank | 257 | $4.43K | 0.00% | −50−16.3% | Reduced |
| First Command Advisory Services, Inc. | 257 | $4.43K | 0.00% | +152+144.8% | Added |
| South State Corp. | 231 | $3.98K | 0.00% | −76−24.8% | Reduced |
| Sachetta, LLC | 219 | $3.78K | 0.00% | −807−78.7% | Reduced |
| Clayton Financial Group LLC | 217 | $3.74K | 0.00% | +117+117.0% | Added |
| West Branch Capital LLC | 215 | $3.71K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 208 | $3.59K | 0.00% | +208 | New |
| Banque Transatlantique SA | 201 | $3.48K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 199 | $3.43K | 0.00% | −15−7.0% | Reduced |
| Kilter Group LLC | 194 | $3.35K | 0.00% | +175+921.1% | Added |
| Aventura Private Wealth, LLC | 192 | $3.31K | 0.00% | +15+8.5% | Added |
| Wilkerson Advisory Group LLC | 192 | $3.31K | 0.00% | +192 | New |
| Optima Capital LLC | 190 | $3.28K | 0.00% | +190 | New |
| Evelyn Partners Investment Management Services Ltd | 184 | $3.17K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 183 | $3.16K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 177 | $3.05K | 0.00% | +151+580.8% | Added |
| Caldwell Trust Co | 176 | $3.04K | 0.00% | −288−62.1% | Reduced |
| Hughes Financial Services, LLC | 176 | $3.04K | 0.00% | +10+6.0% | Added |
| Whittier Trust Co of Nevada Inc | 181 | $3.03K | 0.00% | +17+10.4% | Added |
| Ogorek Anthony Joseph | 230 | $3.00K | 0.00% | +217+1,669.2% | Added |
| Hilton Head Capital Partners, LLC | 173 | $2.98K | 0.00% | +173 | New |
| Horrell Capital Management, Inc. | 160 | $2.76K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $2.76K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 160 | $2.76K | 0.00% | +160 | New |
| Raffa Wealth Management, LLC | 158 | $2.73K | 0.00% | +100+172.4% | Added |
| Prestige Wealth Management Group LLC | 155 | $2.67K | 0.00% | +155 | New |
| Marquette Asset Management, LLC | 154 | $2.66K | 0.00% | −32−17.2% | Reduced |
| Financial Network Wealth Advisors LLC | 153 | $2.64K | 0.00% | +42+37.8% | Added |
| Principia Wealth Advisory, LLC | 149 | $2.57K | 0.00% | +139+1,390.0% | Added |
| Rialto Wealth Management, LLC | 146 | $2.52K | 0.00% | +146 | New |
| Red Tortoise LLC | 141 | $2.43K | 0.00% | +141 | New |
| SJS Investment Consulting Inc. | 132 | $2.28K | 0.00% | +132 | New |
| Prosperity Bancshares Inc | 130 | $2.24K | 0.00% | +130 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 129 | $2.23K | 0.00% | +129 | New |
| Penserra Capital Management LLC | 162 | $2.00K | 0.00% | −9−5.3% | Reduced |
| Valley National Advisers Inc | 142 | $2.00K | 0.00% | +142 | New |
| IFC & Insurance Marketing, Inc. | 110 | $2.00K | 0.00% | +110 | New |
| Bay Harbor Wealth Management, LLC | 110 | $1.90K | 0.00% | +45+69.2% | Added |
| PFS Partners, LLC | 109 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 109 | $1.88K | 0.00% | +34+45.3% | Added |
| Anfield Capital Management, LLC | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 100 | $1.73K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 95 | $1.64K | 0.00% | +95 | New |
| Clark Wealth Partners | 94 | $1.62K | 0.00% | 00.0% | Unchanged |