| Trustcore Financial Services, LLC | 980 | $132.6K | 0.01% | −74−7.0% | Reduced |
| SRS Capital Advisors, Inc. | 967 | $130.9K | 0.02% | −18−1.8% | Reduced |
| Asset Dedication, LLC | 957 | $129.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 925 | $125.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 922 | $124.8K | 0.03% | +22+2.4% | Added |
| Resurgent Financial Advisors LLC | 910 | $123.2K | 0.07% | +910 | New |
| Truvestments Capital LLC | 901 | $121.9K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 875 | $118.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 879 | $118.0K | 0.00% | +279+46.5% | Added |
| Beacon Capital Management, LLC | 870 | $117.7K | 0.04% | −413−32.2% | Reduced |
| Vigilant Capital Management, LLC | 835 | $113.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 833 | $112.7K | 0.03% | −617−42.6% | Reduced |
| CVA Family Office, LLC | 826 | $111.8K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 816 | $110.4K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 757 | $102.5K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $94.7K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 672 | $90.9K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 625 | $84.6K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 621 | $84.0K | 0.01% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 601 | $81.3K | 0.09% | +368+157.9% | Added |
| Gables Capital Management Inc. | 600 | $81.2K | 0.06% | +600 | New |
| Granite FO LLC | 645 | $80.4K | 0.06% | +645 | New |
| Park Place Capital Corp | 560 | $76.0K | 0.02% | +560 | New |
| Thomas J. Herzfeld Advisors, Inc. | 553 | $74.8K | 0.03% | −188−25.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 552 | $74.7K | 0.03% | +552 | New |
| Guardian Wealth Management, Inc. | 525 | $71.1K | 0.07% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $67.7K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 495 | $67.0K | 0.01% | +415+518.8% | Added |
| Red Tortoise LLC | 487 | $65.9K | 0.05% | +487 | New |
| Laffer Tengler Investments | 470 | $63.6K | 0.02% | +100+27.0% | Added |
| Pacifica Partners Inc. | 465 | $62.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 455 | $62.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 451 | $61.0K | 0.03% | +451 | New |
| Atlantic Trust, LLC | 454 | $61.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 448 | $60.6K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 443 | $60.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 439 | $59.4K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 415 | $56.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 400 | $54.0K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 395 | $53.5K | 0.04% | +395 | New |
| St Germain D J Co Inc | 132,730 | $51.4K | 0.02% | −3,486−2.6% | Reduced |
| Princeton Global Asset Management LLC | 370 | $50.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 369 | $49.9K | 0.00% | +369 | New |
| Parkside Financial Bank & Trust | 358 | $48.5K | 0.01% | +21+6.2% | Added |
| MinichMacGregor Wealth Management, LLC | 357 | $48.3K | 0.02% | +357 | New |
| ICA Group Wealth Management, LLC | 356 | $48.2K | 0.01% | −2,541−87.7% | Reduced |
| Madden Securities Corp | 340 | $46.0K | 0.02% | +340 | New |
| Godsey & Gibb Associates | 330 | $44.7K | 0.01% | +330 | New |
| Clearstead Advisors, LLC | 314 | $42.5K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 312 | $42.2K | 0.03% | +312 | New |
| Worth Asset Management, LLC | 310 | $42.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 303 | $41.0K | 0.01% | +303 | New |
| Washington Trust Co | 300 | $40.6K | 0.00% | +50+20.0% | Added |
| Pinnacle Bancorp, Inc. | 271 | $37.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 268 | $36.3K | 0.00% | −928−77.6% | Reduced |
| Prestige Wealth Management Group LLC | 260 | $35.2K | 0.01% | +26+11.1% | Added |
| Bogart Wealth, LLC | 240 | $32.5K | 0.00% | +4+1.7% | Added |
| Financial Management Professionals, Inc. | 236 | $32.0K | 0.01% | −76−24.4% | Reduced |
| Bell Investment Advisors, Inc | 236 | $31.9K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 250 | $31.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 228 | $30.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 225 | $30.5K | 0.01% | −63−21.9% | Reduced |
| Colonial Trust Advisors | 225 | $30.5K | 0.00% | +225 | New |
| RWM Asset Management, LLC | 222 | $30.1K | 0.01% | +46+26.1% | Added |
| TSFG, LLC | 225 | $30.0K | 0.01% | +225 | New |
| RFP Financial Group LLC | 220 | $29.8K | 0.01% | +220 | New |
| Investment Research & Advisory Group, Inc. | 216 | $29.2K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 211 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 211 | $28.6K | 0.00% | +211 | New |
| Schubert & Co | 204 | $27.6K | 0.03% | +100+96.2% | Added |
| Cornerstone Planning Group LLC | 196 | $27.6K | 0.01% | +196 | New |
| Horan Securities, Inc. | 203 | $27.4K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 194 | $26.3K | 0.00% | +5+2.6% | Added |
| Desjardins Global Asset Management Inc. | 184 | $24.0K | 0.00% | +184 | New |
| Copeland Capital Management, LLC | 173 | $23.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 169 | $22.9K | 0.01% | +169 | New |
| Column Capital Advisors, LLC | 163 | $22.1K | 0.00% | −6−3.6% | Reduced |
| IAG Wealth Partners, LLC | 163 | $22.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 164 | $22.0K | 0.00% | +14+9.3% | Added |
| Hartford Financial Management Inc. | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 148 | $20.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 144 | $19.5K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $18.8K | 0.00% | +77+124.2% | Added |
| Manchester Capital Management LLC | 136 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 136 | $18.0K | 0.00% | +107+369.0% | Added |
| Delos Wealth Advisors, LLC | 129 | $17.5K | 0.03% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 125 | $17.1K | 0.01% | +125 | New |
| Evermay Wealth Management LLC | 125 | $16.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $16.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 115 | $15.6K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 112 | $15.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 109 | $14.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 104 | $14.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 102 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 102 | $13.8K | 0.00% | +4+4.1% | Added |
| Peoples Financial Services Corp. | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $13.5K | 0.00% | 00.0% | Unchanged |