| TD Private Client Wealth LLC | 230 | $43.2K | 0.00% | −10−4.2% | Reduced |
| Investors Research Corp | 225 | $42.3K | 0.01% | −52−18.8% | Reduced |
| Webster Bank, N. A. | 215 | $40.4K | 0.00% | −132−38.0% | Reduced |
| Covestor Ltd | 199 | $38.0K | 0.02% | −151−43.1% | Reduced |
| Banque Transatlantique SA | 200 | $37.6K | 0.00% | +200 | New |
| Rocky Mountain Advisers, LLC | 200 | $37.6K | 0.01% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 200 | $37.6K | 0.03% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 196 | $37.0K | 0.01% | −1,000−83.6% | Reduced |
| Ogorek Anthony Joseph | 192 | $36.0K | 0.01% | −169−46.8% | Reduced |
| HHM Wealth Advisors, LLC | 190 | $35.7K | 0.00% | +10+5.6% | Added |
| Hexagon Capital Partners LLC | 188 | $35.3K | 0.01% | −5−2.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 182 | $34.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 177 | $33.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 168 | $31.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 163 | $30.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 158 | $29.7K | 0.03% | +158 | New |
| Wood Tarver Financial Group, LLC | 158 | $29.0K | 0.01% | +158 | New |
| Fortitude Family Office, LLC | 152 | $28.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 145 | $27.3K | 0.00% | +12+9.0% | Added |
| Key Financial Inc | 141 | $26.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 140 | $26.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 132 | $24.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 130 | $24.4K | 0.00% | −26−16.7% | Reduced |
| VSM Wealth Advisory, LLC | 129 | $24.3K | 0.01% | +129 | New |
| Motco | 128 | $24.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 125 | $23.5K | 0.02% | +125 | New |
| Riverview Trust Co | 121 | $22.7K | 0.02% | +5+4.3% | Added |
| Birchbrook, Inc. | 118 | $22.2K | 0.01% | +118 | New |
| Rise Advisors, LLC | 118 | $22.2K | 0.01% | +1+0.9% | Added |
| CNB Bank | 110 | $20.7K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $20.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 109 | $20.5K | 0.00% | +18+19.8% | Added |
| Wolff Wiese Magana LLC | 107 | $20.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 106 | $19.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 104 | $19.6K | 0.00% | +104 | New |
| Rialto Wealth Management, LLC | 103 | $19.4K | 0.01% | +103 | New |
| BOK Financial Private Wealth, Inc. | 98 | $18.4K | 0.00% | +98 | New |
| Bruce G. Allen Investments, LLC | 93 | $17.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 92 | $17.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 91 | $17.1K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 107 | $16.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 86 | $16.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 82 | $16.0K | 0.00% | −9−9.9% | Reduced |
| TD Waterhouse Canada Inc. | 85 | $16.0K | 0.00% | +85 | New |
| True Wealth Design, LLC | 79 | $14.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 79 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 79 | $14.9K | 0.00% | +8+11.3% | Added |
| McIlrath & Eck, LLC | 78 | $14.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 78 | $14.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 74 | $13.9K | 0.00% | +34+85.0% | Added |
| UMA Financial Services, Inc. | 74 | $13.9K | 0.00% | +74 | New |
| Kohmann Bosshard Financial Services, LLC | 72 | $13.5K | 0.00% | +72 | New |
| Atlantic Trust, LLC | 71 | $13.3K | 0.00% | +12+20.3% | Added |
| GW&K Investment Management, LLC | 70 | $13.0K | 0.00% | +1+1.4% | Added |
| Capital Advisors, Ltd. LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 69 | $13.0K | 0.01% | +69 | New |
| Curio Wealth, LLC | 68 | $12.8K | 0.01% | +68 | New |
| DiNuzzo Private Wealth, Inc. | 62 | $11.6K | 0.00% | +3+5.1% | Added |
| Frazier Financial Advisors, LLC | 59 | $11.1K | 0.01% | +3+5.4% | Added |
| Costello Asset Management, INC | 59 | $11.1K | 0.01% | −1−1.7% | Reduced |
| Parvin Asset Management, LLC | 58 | $10.9K | 0.01% | +58 | New |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $10.6K | 0.00% | +10+21.7% | Added |
| DT Investment Partners, LLC | 55 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 53 | $10.1K | 0.01% | +53 | New |
| TSFG, LLC | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $9.96K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 52 | $9.78K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $9.78K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 48 | $9.66K | 0.01% | +48 | New |
| Glass Jacobson Investment Advisors llc | 50 | $9.40K | 0.00% | −46−47.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 50 | $9.40K | 0.01% | +50 | New |
| Winch Advisory Services, LLC | 49 | $9.21K | 0.00% | +49 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $9.03K | 0.02% | +2+4.3% | Added |
| Westside Investment Management, Inc. | 47 | $8.84K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 46 | $8.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 44 | $8.27K | 0.00% | +44 | New |
| Coston, McIsaac & Partners | 44 | $8.00K | 0.00% | +1+2.3% | Added |
| Rosenberg Matthew Hamilton | 41 | $7.71K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 36 | $6.77K | 0.00% | −1−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 36 | $6.77K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 35 | $6.58K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 35 | $6.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $6.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $6.20K | 0.00% | −9−21.4% | Reduced |
| Raffa Wealth Management, LLC | 32 | $6.02K | 0.00% | +13+68.4% | Added |
| Transamerica Financial Advisors, Inc. | 28 | $6.00K | 0.00% | −1−3.4% | Reduced |
| Avion Wealth | 36 | $6.00K | 0.00% | +2+5.9% | Added |
| Abound Wealth Management | 30 | $5.65K | 0.00% | +9+42.9% | Added |
| Hollencrest Capital Management | 29 | $5.45K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 28 | $5.26K | 0.00% | +4+16.7% | Added |
| Heritage Wealth Advisors | 28 | $5.26K | 0.00% | +5+21.7% | Added |
| Highline Wealth Partners LLC | 26 | $4.89K | 0.00% | +6+30.0% | Added |
| Bell Investment Advisors, Inc | 26 | $4.89K | 0.00% | +2+8.3% | Added |
| S&T Bank | 25 | $4.70K | 0.00% | +25 | New |
| High Note Wealth, LLC | 25 | $4.70K | 0.00% | +25 | New |
| Pineridge Advisors LLC | 25 | $4.70K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 24 | $4.57K | 0.00% | +9+60.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 23 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 22 | $4.14K | 0.00% | +22 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $4.14K | 0.00% | +22 | New |