| Concord Wealth Partners | 172 | $38.4K | 0.01% | +52+43.3% | Added |
| Tradewinds Capital Management, LLC | 170 | $38.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $37.8K | 0.03% | +107+172.6% | Added |
| Cromwell Holdings LLC | 168 | $37.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $36.7K | 0.00% | −95−36.5% | Reduced |
| Planned Solutions, Inc. | 162 | $36.2K | 0.01% | +162 | New |
| Mascoma Wealth Management LLC | 150 | $33.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 150 | $33.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 147 | $32.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 142 | $31.7K | 0.01% | −4−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 137 | $30.5K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 128 | $29.0K | 0.01% | +128 | New |
| Foster Dykema Cabot & Partners, LLC | 127 | $28.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $27.9K | 0.00% | +125 | New |
| Hemington Wealth Management | 122 | $27.0K | 0.01% | +122 | New |
| Salomon & Ludwin, LLC | 120 | $26.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 116 | $25.9K | 0.01% | +3+2.7% | Added |
| Peoples Bank | 113 | $25.3K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 110 | $24.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 103 | $23.1K | 0.00% | −261−71.7% | Reduced |
| Frazier Financial Advisors, LLC | 103 | $23.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 101 | $22.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 99 | $22.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 95 | $21.3K | 0.01% | +6+6.7% | Added |
| Zions Bancorporation, N.A. | 94 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 93 | $20.8K | 0.00% | −58−38.4% | Reduced |
| MCF Advisors LLC | 93 | $20.8K | 0.00% | −1−1.1% | Reduced |
| Alpine Bank Wealth Management | 84 | $18.8K | 0.00% | +84 | New |
| Centerpoint Advisors, LLC | 80 | $18.0K | 0.01% | +80 | New |
| MV Capital Management, Inc. | 70 | $15.6K | 0.00% | +1+1.4% | Added |
| Ashton Thomas Securities, LLC | 70 | $15.6K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 70 | $15.6K | 0.00% | +3+4.5% | Added |
| FNY Investment Advisers, LLC | 70 | $15.0K | 0.01% | +70 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 66 | $14.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 65 | $14.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 65 | $14.5K | 0.00% | +65 | New |
| REAP Financial Group, LLC | 64 | $14.2K | 0.00% | +3+4.9% | Added |
| Caldwell Trust Co | 60 | $13.4K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 60 | $13.4K | 0.00% | +60 | New |
| GW&K Investment Management, LLC | 58 | $13.0K | 0.00% | +1+1.8% | Added |
| CNB Bank | 58 | $13.0K | 0.01% | +58 | New |
| Jaffetilchin Investment Partners, LLC | 54 | $12.1K | 0.00% | +54 | New |
| Private Wealth Management Group, LLC | 54 | $12.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 51 | $11.4K | 0.00% | +51 | New |
| Annapolis Financial Services, LLC | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $11.2K | 0.00% | +50 | New |
| Independence Bank of Kentucky | 45 | $10.1K | 0.00% | +45 | New |
| Crewe Advisors LLC | 44 | $9.83K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 43 | $9.61K | 0.00% | +43 | New |
| Geneos Wealth Management Inc. | 41 | $9.16K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 40 | $9.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 39 | $8.74K | 0.00% | +1+2.6% | Added |
| M&R Capital Management Inc | 37 | $8.27K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 37 | $8.27K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $8.04K | 0.00% | +18+100.0% | Added |
| Capital Advisors, Ltd. LLC | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $7.82K | 0.00% | −65−65.0% | Reduced |
| Sachetta, LLC | 35 | $7.82K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 34 | $7.60K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 34 | $7.60K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 32 | $7.30K | 0.00% | −9−22.0% | Reduced |
| Fortitude Family Office, LLC | 32 | $7.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $6.91K | 0.00% | +7+31.8% | Added |
| First United Bank Trust | 30 | $6.70K | 0.00% | +30 | New |
| Darwin Advisors, LLC | 29 | $6.48K | 0.00% | +29 | New |
| St Germain D J Co Inc | 27 | $6.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $5.81K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $5.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $5.14K | 0.00% | −2−8.0% | Reduced |
| Hoey Investments, Inc | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $4.50K | 0.00% | +20 | New |
| FinTrust Capital Advisors, LLC | 20 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $4.47K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $4.25K | 0.00% | −6−24.0% | Reduced |
| Cypress Capital Management LLC (WY) | 18 | $4.02K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 18 | $4.02K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 16 | $4.00K | 0.00% | −185−92.0% | Reduced |
| Rocky Mountain Advisers, LLC | 17 | $3.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $3.58K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 16 | $3.58K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 15 | $3.35K | 0.00% | +15 | New |
| Sugarloaf Wealth Management, LLC | 14 | $3.13K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14 | $3.13K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.91K | 0.00% | +2+18.2% | Added |
| Ruedi Wealth Management, Inc. | 13 | $2.90K | 0.00% | −13−50.0% | Reduced |
| Aspire Private Capital, LLC | 13 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $2.90K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $2.68K | 0.00% | +3+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.46K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 11 | $2.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $2.46K | 0.00% | +4+57.1% | Added |
| City State Bank | 10 | $2.23K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $2.01K | 0.00% | +4+80.0% | Added |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +2+20.0% | Added |