| Cassaday & Co Wealth Management LLC | 229 | $33.5K | 0.00% | +229 | New |
| Salomon & Ludwin, LLC | 218 | $33.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 221 | $32.3K | 0.00% | +164+287.7% | Added |
| Hilton Head Capital Partners, LLC | 219 | $32.0K | 0.02% | +73+50.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 213 | $31.1K | 0.00% | +32+17.7% | Added |
| Clark Wealth Partners | 207 | $30.3K | 0.02% | +30+16.9% | Added |
| Manchester Capital Management LLC | 180 | $26.3K | 0.00% | −72−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 178 | $26.0K | 0.00% | −1−0.6% | Reduced |
| Cranbrook Wealth Management, LLC | 175 | $25.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 170 | $24.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 166 | $24.3K | 0.00% | +162+4,050.0% | Added |
| HighMark Wealth Management LLC | 161 | $23.6K | 0.01% | +20+14.2% | Added |
| Private Wealth Management Group, LLC | 160 | $23.4K | 0.01% | +35+28.0% | Added |
| Transce3nd, LLC | 156 | $22.8K | 0.20% | −20−11.4% | Reduced |
| MV Capital Management, Inc. | 154 | $22.5K | 0.00% | −18−10.5% | Reduced |
| MTM Investment Management, LLC | 148 | $21.6K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 148 | $21.6K | 0.01% | +142+2,366.7% | Added |
| Red Tortoise LLC | 146 | $21.3K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 143 | $20.9K | 0.00% | +143 | New |
| Signature Equity Partners, LLC | 142 | $20.8K | 0.01% | −83−36.9% | Reduced |
| Fortitude Family Office, LLC | 140 | $20.5K | 0.00% | −53−27.5% | Reduced |
| Atlantic Union Bankshares Corp | 139 | $20.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $20.0K | 0.00% | +10+7.9% | Added |
| Clean Yield Group | 137 | $20.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 136 | $20.0K | 0.00% | −116−46.0% | Reduced |
| RWM Asset Management, LLC | 130 | $19.0K | 0.00% | +130 | New |
| Vision Financial Markets LLC | 129 | $18.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 122 | $18.3K | 0.00% | +47+62.7% | Added |
| Richardson Financial Services Inc. | 125 | $18.3K | 0.01% | +125 | New |
| Country Trust Bank | 124 | $18.1K | 0.00% | +124 | New |
| Quest 10 Wealth Builders, Inc. | 120 | $17.5K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $17.2K | 0.00% | −110−48.2% | Reduced |
| South State Corp. | 117 | $17.1K | 0.00% | −83−41.5% | Reduced |
| Rothschild Investment LLC | 104 | $15.2K | 0.00% | +23+28.4% | Added |
| Hughes Financial Services, LLC | 103 | $15.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 96 | $15.0K | 0.00% | +36+60.0% | Added |
| Founders Capital Management | 101 | $14.8K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 101 | $14.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $14.6K | 0.01% | +100 | New |
| Private Wealth Asset Management, LLC | 97 | $14.2K | 0.00% | +84+646.2% | Added |
| Anchor Investment Management, LLC | 96 | $14.0K | 0.00% | +58+152.6% | Added |
| Chilton Capital Management LLC | 93 | $13.6K | 0.00% | +88+1,760.0% | Added |
| Cedar Mountain Advisors, LLC | 92 | $13.4K | 0.00% | −11−10.7% | Reduced |
| Kemnay Advisory Services Inc. | 86 | $12.6K | 0.00% | +37+75.5% | Added |
| N.E.W. Advisory Services LLC | 85 | $12.4K | 0.00% | +1+1.2% | Added |
| Smallwood Wealth Investment Management, LLC | 82 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 82 | $12.0K | 0.00% | +36+78.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 80 | $11.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 80 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 79 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 74 | $11.5K | 0.01% | −7−8.6% | Reduced |
| Basepoint Wealth LLC | 78 | $11.4K | 0.01% | +68+680.0% | Added |
| William B. Walkup & Associates, Inc. | 119 | $11.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $11.0K | 0.00% | +22+41.5% | Added |
| True Wealth Design, LLC | 71 | $10.4K | 0.00% | −11−13.4% | Reduced |
| Napier Financial, LLC | 69 | $10.1K | 0.00% | +69 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 67 | $9.79K | 0.00% | +67 | New |
| DT Investment Partners, LLC | 66 | $9.65K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $9.64K | 0.00% | −19−22.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 65 | $9.55K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 65 | $9.50K | 0.00% | +65 | New |
| Ameriflex Group, Inc. | 63 | $9.21K | 0.00% | −250−79.9% | Reduced |
| AdvisorNet Financial, Inc | 62 | $9.06K | 0.00% | −21−25.3% | Reduced |
| Wolff Wiese Magana LLC | 61 | $8.91K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 61 | $8.84K | 0.00% | −200−76.6% | Reduced |
| Park Square Financial Group, LLC | 60 | $8.77K | 0.07% | +9+17.6% | Added |
| Highline Wealth Partners LLC | 59 | $8.62K | 0.00% | +47+391.7% | Added |
| Trust Co | 58 | $8.48K | 0.00% | +6+11.5% | Added |
| Hollencrest Capital Management | 57 | $8.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $8.10K | 0.00% | +15+37.5% | Added |
| Pinnacle Bancorp, Inc. | 55 | $8.04K | 0.00% | +55 | New |
| Heritage Wealth Advisors | 54 | $7.89K | 0.00% | +30+125.0% | Added |
| Financial Consulate, Inc | 53 | $7.75K | 0.00% | +16+43.2% | Added |
| Stone House Investment Management, LLC | 53 | $7.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $7.60K | 0.00% | +9+20.9% | Added |
| Rialto Wealth Management, LLC | 51 | $7.45K | 0.00% | +5+10.9% | Added |
| DiNuzzo Private Wealth, Inc. | 50 | $7.31K | 0.00% | −2−3.8% | Reduced |
| Colonial Trust Advisors | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $7.31K | 0.00% | +3+6.4% | Added |
| Main Street Group, LTD | 50 | $7.31K | 0.00% | +50 | New |
| Joseph Group Capital Management | 47 | $6.87K | 0.00% | +47 | New |
| Accent Capital Management, LLC | 45 | $6.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $5.86K | 0.00% | +34+566.7% | Added |
| Clayton Financial Group LLC | 39 | $5.70K | 0.00% | +25+178.6% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $5.70K | 0.00% | +10+34.5% | Added |
| Quarry LP | 38 | $5.55K | 0.00% | +38 | New |
| Arlington Trust Co LLC | 38 | $5.55K | 0.00% | +38 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 36 | $5.28K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $5.12K | 0.00% | +35 | New |
| Clear Street Markets LLC | 35 | $5.12K | 0.00% | −250−87.7% | Reduced |
| Retirement Wealth Solutions LLC | 35 | $5.12K | 0.00% | −1−2.8% | Reduced |
| Marquette Asset Management, LLC | 35 | $5.12K | 0.00% | +35 | New |
| Avion Wealth | 36 | $5.00K | 0.00% | +1+2.9% | Added |
| Plato Investment Management Ltd | 33 | $4.83K | 0.00% | −635−95.1% | Reduced |
| Trust Co of Toledo NA | 33 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $4.38K | 0.00% | 00.0% | Unchanged |
