| Reyes Financial Architecture, Inc. | 95 | $23.3K | 0.01% | +5+5.6% | Added |
| Activest Wealth Management | 94 | $23.1K | 0.00% | −287−75.3% | Reduced |
| Kemnay Advisory Services Inc. | 94 | $23.1K | 0.00% | −2−2.1% | Reduced |
| Raffa Wealth Management, LLC | 94 | $23.1K | 0.00% | +53+129.3% | Added |
| Atlantic Trust, LLC | 90 | $22.1K | 0.00% | +2+2.3% | Added |
| Glen Eagle Advisors, LLC | 90 | $22.1K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 88 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 89 | $21.8K | 0.01% | +28+45.9% | Added |
| Manchester Capital Management LLC | 85 | $20.8K | 0.00% | +6+7.6% | Added |
| LifeSteps Financial, Inc. | 85 | $20.8K | 0.01% | +85 | New |
| Adirondack Trust Co | 82 | $20.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 80 | $19.6K | 0.00% | +55+220.0% | Added |
| JFS Wealth Advisors, LLC | 78 | $19.1K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 76 | $18.6K | 0.01% | −14−15.6% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 75 | $18.4K | 0.00% | +1+1.4% | Added |
| Wall Street Access Asset Management, LLC | 75 | $18.4K | 0.00% | +75 | New |
| Evelyn Partners Group Ltd | 75 | $18.4K | 0.00% | +75 | New |
| MPWM Advisory Solutions, LLC | 70 | $17.2K | 0.01% | −27−27.8% | Reduced |
| Wormser Freres Gestion | 66 | $16.2K | 0.01% | +66 | New |
| Minot DeBlois Advisors LLC | 65 | $15.9K | 0.01% | +65 | New |
| Strengthening Families & Communities, LLC | 62 | $15.2K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 62 | $15.2K | 0.01% | +5+8.8% | Added |
| Altshuler Shaham Ltd | 60 | $14.7K | 0.00% | −8,630−99.3% | Reduced |
| Vision Retirement, LLC | 60 | $14.7K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 60 | $14.7K | 0.00% | −4−6.3% | Reduced |
| Strategic Investment Solutions, Inc. | 60 | $14.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 59 | $14.5K | 0.00% | +3+5.4% | Added |
| Capital Advisors, Ltd. LLC | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 57 | $14.0K | 0.00% | +5+9.6% | Added |
| Central Trust Co | 56 | $13.7K | 0.00% | −148−72.5% | Reduced |
| Synergy Investment Management, LLC | 49 | $13.2K | 0.00% | +49 | New |
| Hughes Financial Services, LLC | 54 | $13.2K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 53 | $13.0K | 0.01% | +25+89.3% | Added |
| Manning & Napier Advisors LLC | 53 | $12.9K | 0.00% | +49+1,225.0% | Added |
| Community Financial Services Group, LLC | 52 | $12.8K | 0.00% | +52 | New |
| Sittner & Nelson, LLC | 51 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 51 | $12.5K | 0.00% | +3+6.3% | Added |
| Caldwell Trust Co | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 48 | $11.8K | 0.00% | +48 | New |
| Allied Private Wealth LLC | 42 | $11.5K | 0.01% | +42 | New |
| Nemes Rush Group LLC | 46 | $11.3K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 45 | $11.0K | 0.01% | +3+7.1% | Added |
| Trust Co of Vermont | 39 | $9.57K | 0.00% | +39 | New |
| Select Equity Group, L.P. | 38 | $9.32K | 0.00% | −854,886−100.0% | Reduced |
| Marquette Asset Management, LLC | 37 | $9.08K | 0.00% | +18+94.7% | Added |
| High Note Wealth, LLC | 37 | $9.07K | 0.00% | +2+5.7% | Added |
| Hazlett, Burt & Watson, Inc. | 36 | $9.00K | 0.00% | −46−56.1% | Reduced |
| Quaker Wealth Management, LLC | 36 | $8.83K | 0.00% | −112−75.7% | Reduced |
| Signature Resources Capital Management, LLC | 35 | $8.59K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 35 | $8.59K | 0.00% | +35 | New |
| NBH Bank | 35 | $8.59K | 0.00% | +35 | New |
| Financial Network Wealth Advisors LLC | 34 | $8.34K | 0.01% | −17−33.3% | Reduced |
| North Star Investment Management Corp. | 33 | $8.09K | 0.00% | −9−21.4% | Reduced |
| Kilter Group LLC | 32 | $7.85K | 0.00% | −3−8.6% | Reduced |
| Tidemark, LLC | 30 | $7.36K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 30 | $7.36K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 29 | $7.11K | 0.00% | −331−91.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 29 | $7.11K | 0.00% | +6+26.1% | Added |
| American National Bank | 29 | $7.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $6.87K | 0.00% | +3+12.0% | Added |
| Prestige Wealth Management Group LLC | 26 | $6.38K | 0.00% | +7+36.8% | Added |
| Rialto Wealth Management, LLC | 25 | $6.13K | 0.00% | +7+38.9% | Added |
| Compass Financial Management LLC | 25 | $6.13K | 0.00% | +25 | New |
| West Branch Capital LLC | 24 | $5.89K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 24 | $5.89K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $5.40K | 0.00% | +10+83.3% | Added |
| Winch Advisory Services, LLC | 22 | $5.40K | 0.00% | +22 | New |
| Oakworth Capital, Inc. | 20 | $4.93K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $4.91K | 0.00% | −150−88.2% | Reduced |
| Triumph Capital Management | 20 | $4.91K | 0.00% | −4−16.7% | Reduced |
| Salem Investment Counselors Inc | 20 | $4.91K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 18 | $4.42K | 0.00% | +18 | New |
| Insight Financial Services | 17 | $4.17K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 16 | $3.92K | 0.00% | +16 | New |
| Planning Strategies Inc. | 16 | $3.92K | 0.00% | +16 | New |
| Point Nemo Capital, LLC | 15 | $3.68K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 14 | $3.44K | 0.00% | +5+55.6% | Added |
| Vanguard National Trust Co | 14 | $3.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $3.19K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 18 | $3.00K | 0.00% | +2+12.5% | Added |
| Raleigh Capital Management Inc. | 12 | $2.94K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12 | $2.94K | 0.00% | +10+500.0% | Added |
| BOK Financial Private Wealth, Inc. | 11 | $2.70K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 11 | $2.70K | 0.00% | +2+22.2% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.45K | 0.00% | −39,400−100.0% | Reduced |
| ZRC Wealth Management, LLC | 9 | $2.21K | 0.00% | +9 | New |
| Caitlin John, LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 8 | $1.96K | 0.00% | +3+60.0% | Added |
| Lloyd Advisory Services, LLC. | 8 | $1.96K | 0.00% | +8 | New |
| Trust Co | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 7 | $1.72K | 0.00% | +7 | New |
| Align Financial, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.47K | 0.00% | +4+200.0% | Added |
| Downshift Financial, LLC | 6 | $1.47K | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 5 | $1.23K | 0.00% | +1+25.0% | Added |
| First Pacific Financial | 5 | $1.23K | 0.00% | −4−44.4% | Reduced |
