| Private Ocean, LLC | 1,150 | $128.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,016 | $113.0K | 0.16% | +61+6.4% | Added |
| Heritage Wealth Advisors | 925 | $103.0K | 0.01% | +925 | New |
| CoreCap Advisors, LLC | 908 | $101.0K | 0.01% | +908 | New |
| SRS Capital Advisors, Inc. | 897 | $100.0K | 0.02% | +356+65.8% | Added |
| Truvestments Capital LLC | 900 | $100.0K | 0.06% | +900 | New |
| Capital Advisors, Ltd. LLC | 875 | $98.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 852 | $95.0K | 0.01% | −827−49.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 850 | $95.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 832 | $92.7K | 0.03% | −19−2.2% | Reduced |
| Trustcore Financial Services, LLC | 827 | $92.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 826 | $92.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 816 | $91.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 801 | $89.0K | 0.00% | +1+0.1% | Added |
| Washington Trust Advisors, Inc. | 786 | $88.0K | 0.01% | +43+5.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 785 | $87.0K | 0.00% | −835−51.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 784 | $87.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 757 | $84.4K | 0.03% | −9−1.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 711 | $79.0K | 0.03% | −216−23.3% | Reduced |
| JFS Wealth Advisors, LLC | 681 | $76.0K | 0.01% | +58+9.3% | Added |
| BerganKDV Wealth Management, LLC | 672 | $75.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 650 | $72.0K | 0.08% | −85−11.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 625 | $68.0K | 0.06% | 00.0% | Unchanged |
| Caption Management, LLC | 600 | $67.0K | 0.01% | +600 | New |
| Westside Investment Management, Inc. | 600 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 582 | $64.0K | 0.01% | −1,924−76.8% | Reduced |
| Allworth Financial LP | 538 | $60.0K | 0.00% | +138+34.5% | Added |
| Pacifica Partners Inc. | 528 | $58.0K | 0.04% | +465+738.1% | Added |
| Wagner Wealth Management, LLC | 512 | $57.0K | 0.05% | +512 | New |
| Brewin Dolphin Ltd | 503 | $56.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 500 | $56.0K | 0.00% | +500 | New |
| Crewe Advisors LLC | 495 | $55.0K | 0.01% | +495 | New |
| Clearview Wealth Advisors LLC | 469 | $52.0K | 0.04% | −30−6.0% | Reduced |
| Bank of New Hampshire | 455 | $51.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 454 | $51.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 448 | $50.0K | 0.02% | +394+729.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 440 | $49.0K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 443 | $49.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 430 | $48.0K | 0.02% | −55−11.3% | Reduced |
| Financial Enhancement Group LLC | 405 | $45.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 400 | $45.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 378 | $42.0K | 0.00% | −562−59.8% | Reduced |
| Princeton Global Asset Management LLC | 370 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 343 | $38.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 337 | $38.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 328 | $37.0K | 0.01% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 314 | $35.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 310 | $35.0K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 310 | $35.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 312 | $35.0K | 0.00% | +78+33.3% | Added |
| Sugarloaf Wealth Management, LLC | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 288 | $32.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 250 | $28.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 242 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 236 | $26.0K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 233 | $26.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 236 | $26.0K | 0.01% | +236 | New |
| Tortoise Investment Management, LLC | 228 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 226 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 220 | $24.5K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 216 | $24.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 211 | $24.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 205 | $23.0K | 0.01% | −186−47.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 205 | $23.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 202 | $23.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 202 | $23.0K | 0.01% | +1+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 204 | $23.0K | 0.01% | +204 | New |
| Schubert & Co | 208 | $23.0K | 0.02% | +208 | New |
| Sandy Spring Bank | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 185 | $21.0K | 0.00% | −4−2.1% | Reduced |
| RWM Asset Management, LLC | 176 | $20.0K | 0.00% | +43+32.3% | Added |
| Plante Moran Financial Advisors, LLC | 175 | $20.0K | 0.00% | +95+118.8% | Added |
| Copeland Capital Management, LLC | 173 | $19.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 163 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 160 | $18.0K | 0.00% | +47+41.6% | Added |
| Lowe Wealth Advisors, LLC | 150 | $17.0K | 0.01% | −40−21.1% | Reduced |
| Hartford Financial Management Inc. | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 153 | $17.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 149 | $17.0K | 0.01% | −2−1.3% | Reduced |
| Citizens National Bank Trust Department | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 148 | $16.0K | 0.01% | −4−2.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 144 | $16.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 136 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 135 | $15.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 138 | $15.0K | 0.00% | +38+38.0% | Added |
| Meeder Asset Management Inc | 126 | $14.0K | 0.00% | −931−88.1% | Reduced |
| Evermay Wealth Management LLC | 125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $14.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 129 | $14.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 115 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 108 | $12.0K | 0.00% | +1+0.9% | Added |
| First Bank & Trust | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 112 | $12.0K | 0.00% | +112 | New |
| North Star Investment Management Corp. | 100 | $11.0K | 0.00% | −200−66.7% | Reduced |
| Peoples Financial Services Corp. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $11.0K | 0.00% | 00.0% | Unchanged |