| Bartlett & Co. Wealth Management LLC | 54 | $15.3K | 0.00% | +29+116.0% | Added |
| NBC Securities, Inc. | 56 | $15.0K | 0.00% | +56 | New |
| Richardson Financial Services Inc. | 52 | $14.7K | 0.01% | −26−33.3% | Reduced |
| Crews Bank & Trust | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 47 | $13.3K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 47 | $13.3K | 0.01% | +1+2.2% | Added |
| Private Wealth Management Group, LLC | 47 | $13.3K | 0.00% | +25+113.6% | Added |
| Abound Wealth Management | 46 | $13.0K | 0.00% | +23+100.0% | Added |
| Pacifica Partners Inc. | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 45 | $12.6K | 0.00% | +43+2,150.0% | Added |
| Saudi Central Bank | 44 | $12.5K | 0.07% | +44 | New |
| Bell Investment Advisors, Inc | 43 | $12.2K | 0.00% | +4+10.3% | Added |
| Manchester Capital Management LLC | 42 | $12.0K | 0.00% | +2+5.0% | Added |
| BFSG, LLC | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 40 | $11.3K | 0.00% | −3−7.0% | Reduced |
| City Holding Co | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $11.3K | 0.00% | +5+14.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $11.0K | 0.02% | +29+290.0% | Added |
| Global Financial Private Client, LLC | 39 | $11.0K | 0.00% | +3+8.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 39 | $11.0K | 0.01% | +31+387.5% | Added |
| Murphy & Mullick Capital Management Corp | 36 | $10.2K | 0.01% | +7+24.1% | Added |
| Dunhill Financial, LLC | 135 | $10.2K | 0.00% | +117+650.0% | Added |
| Sawyer & Company, Inc | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 35 | $9.91K | 0.01% | +25+250.0% | Added |
| SJS Investment Consulting Inc. | 33 | $9.34K | 0.00% | +1+3.1% | Added |
| Whipplewood Advisors, LLC | 14,682 | $9.34K | 0.01% | +14,649+44,390.9% | Added |
| Archer Investment Corp | 32 | $9.06K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $9.06K | 0.01% | +32 | New |
| Runnymede Capital Advisors, Inc. | 30 | $8.49K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 30 | $8.49K | 0.01% | +10+50.0% | Added |
| Kiker Wealth Management, LLC | 30 | $8.49K | 0.01% | +30 | New |
| Medallion Wealth Advisors, LLC | 30 | $8.39K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $8.21K | 0.00% | +29 | New |
| Optimum Investment Advisors | 28 | $7.93K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $7.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28 | $7.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $7.64K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 26 | $7.36K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $7.08K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 25 | $7.08K | 0.00% | +7+38.9% | Added |
| Hemington Wealth Management | 28 | $7.00K | 0.00% | +3+12.0% | Added |
| Financial Connections Group, Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 25 | $7.00K | 0.00% | +25 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $6.79K | 0.00% | −805−97.1% | Reduced |
| Tortoise Investment Management, LLC | 24 | $6.79K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 24 | $6.79K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 22 | $6.23K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 22 | $6.23K | 0.00% | +5+29.4% | Added |
| Avion Wealth | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 21 | $5.94K | 0.00% | −12−36.4% | Reduced |
| NewSquare Capital LLC | 21 | $5.94K | 0.00% | +13+162.5% | Added |
| Principia Wealth Advisory, LLC | 21 | $5.75K | 0.01% | +18+600.0% | Added |
| McIlrath & Eck, LLC | 20 | $5.66K | 0.00% | −20−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 20 | $5.66K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 18 | $5.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $5.09K | 0.00% | +10+125.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 18 | $5.09K | 0.01% | +18 | New |
| Quest 10 Wealth Builders, Inc. | 18 | $4.99K | 0.01% | +1+5.9% | Added |
| Financial Management Professionals, Inc. | 17 | $4.81K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 16 | $4.53K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $4.25K | 0.00% | +9+150.0% | Added |
| Compass Financial Services Inc | 15 | $4.25K | 0.00% | +15 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $4.25K | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 15 | $4.07K | 0.00% | +1+7.1% | Added |
| Sachetta, LLC | 14 | $3.96K | 0.00% | −2−12.5% | Reduced |
| Financial Perspectives, Inc | 14 | $3.96K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $3.96K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $3.35K | 0.00% | −243−95.3% | Reduced |
| Clear Investment Research, LLC | 11 | $3.11K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 11 | $3.11K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $2.83K | 0.00% | −136−93.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $2.83K | 0.00% | +2+25.0% | Added |
| Cherry Tree Wealth Management, LLC | 10 | $2.83K | 0.00% | +10 | New |
| Activest Wealth Management | 9 | $2.55K | 0.00% | +9 | New |
| Abound Financial, LLC | 9 | $2.55K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 9 | $2.52K | 0.00% | +9 | New |
| West Oak Capital, LLC | 9 | $2.50K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 8 | $2.27K | 0.00% | −75−90.4% | Reduced |
| Sierra Ocean, LLC | 8 | $2.26K | 0.00% | +5+166.7% | Added |
| S&T Bank | 8 | $2.26K | 0.00% | +8 | New |
| Binnacle Investments Inc | 8 | $2.26K | 0.00% | +8 | New |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $1.98K | 0.00% | +7 | New |
| Mascoma Wealth Management LLC | 7 | $1.98K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $1.98K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7 | $1.98K | 0.00% | +5+250.0% | Added |
| TFC Financial Management | 6 | $1.70K | 0.00% | −2−25.0% | Reduced |
| Creekmur Asset Management LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.70K | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $1.61K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.42K | 0.00% | −1−16.7% | Reduced |