| Moisand Fitzgerald Tamayo, LLC | 80 | $1.88K | 0.00% | +1+1.3% | Added |
| PSI Advisors, LLC | 80 | $1.89K | 0.00% | −170−68.0% | Reduced |
| Thompson Investment Management, Inc. | 82 | $1.93K | 0.00% | +82 | New |
| ZRC Wealth Management, LLC | 83 | $1.94K | 0.00% | +83 | New |
| Capital Advisors, Ltd. LLC | 74 | $2.00K | 0.00% | −255−77.5% | Reduced |
| Vigilant Capital Management, LLC | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 98 | $2.00K | 0.00% | +16+19.5% | Added |
| BDO Wealth Advisors, LLC | 89 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 92 | $2.17K | 0.00% | −5−5.2% | Reduced |
| Carmel Capital Partners, LLC | 94 | $2.21K | 0.00% | +94 | New |
| Versant Capital Management, Inc | 95 | $2.23K | 0.00% | −2−2.1% | Reduced |
| First Personal Financial Services | 97 | $2.28K | 0.00% | −300−75.6% | Reduced |
| Kelly Financial Services LLC | 98 | $2.30K | 0.00% | +1+1.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 98 | $2.31K | 0.00% | +1+1.0% | Added |
| Institutional & Family Asset Management, LLC | 99 | $2.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 99 | $2.33K | 0.00% | +3+3.1% | Added |
| Accel Wealth Management | 99 | $2.34K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 101 | $2.37K | 0.00% | +15+17.4% | Added |
| West Oak Capital, LLC | 102 | $2.40K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 104 | $2.45K | 0.00% | +104 | New |
| Ten Capital Wealth Advisors, LLC | 109 | $2.56K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 109 | $2.56K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 114 | $2.63K | 0.00% | +114 | New |
| BerganKDV Wealth Management, LLC | 116 | $2.73K | 0.00% | +13+12.6% | Added |
| Colonial Trust Co | 117 | $2.75K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 119 | $2.80K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $2.82K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 122 | $2.87K | 0.00% | +122 | New |
| Baker Avenue Asset Management, LP | 126 | $2.96K | 0.00% | +42+50.0% | Added |
| Buck Wealth Strategies, LLC | 127 | $2.99K | 0.00% | +127 | New |
| TSFG, LLC | 149 | $3.00K | 0.00% | −15−9.1% | Reduced |
| Hanson & Doremus Investment Management | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 129 | $3.03K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 132 | $3.10K | 0.00% | −13−9.0% | Reduced |
| Albion Financial Group | 133 | $3.13K | 0.00% | −30−18.4% | Reduced |
| JJJ Advisors Inc. | 132 | $3.14K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 134 | $3.15K | 0.00% | +134 | New |
| Delta Asset Management LLC | 135 | $3.17K | 0.00% | −140−50.9% | Reduced |
| AllSquare Wealth Management LLC | 137 | $3.22K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 141 | $3.31K | 0.00% | +4+2.9% | Added |
| Legacy Bridge, LLC | 143 | $3.36K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 146 | $3.43K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 149 | $3.50K | 0.00% | −35−19.0% | Reduced |
| Atlantic Trust, LLC | 149 | $3.50K | 0.00% | −273−64.7% | Reduced |
| Pittenger & Anderson Inc | 150 | $3.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 154 | $3.62K | 0.00% | −29−15.8% | Reduced |
| Financial Perspectives, Inc | 154 | $3.63K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 158 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 161 | $3.79K | 0.00% | +1+0.6% | Added |
| Sandy Spring Bank | 164 | $3.86K | 0.00% | −575−77.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 160 | $4.00K | 0.00% | −3,375−95.5% | Reduced |
| Financial Management Professionals, Inc. | 150 | $4.00K | 0.00% | −47−23.9% | Reduced |
| Banque Cantonale Vaudoise | 190 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 173 | $4.07K | 0.00% | −2−1.1% | Reduced |
| Aspire Private Capital, LLC | 176 | $4.14K | 0.00% | −23−11.6% | Reduced |
| Bell Investment Advisors, Inc | 180 | $4.23K | 0.00% | −71−28.3% | Reduced |
| Cranbrook Wealth Management, LLC | 185 | $4.35K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 186 | $4.36K | 0.00% | −471−71.7% | Reduced |
| Pinnacle Financial Partners Inc | 188 | $4.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 189 | $4.45K | 0.00% | −181−48.9% | Reduced |
| Schubert & Co | 194 | $4.56K | 0.00% | +1+0.5% | Added |
| Coastal Capital Group, Inc. | 195 | $4.60K | 0.00% | +2+1.0% | Added |
| Addison Advisors LLC | 198 | $4.66K | 0.00% | −23−10.4% | Reduced |
| Carolinas Wealth Consulting LLC | 724 | $4.67K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 205 | $4.82K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 207 | $4.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 211 | $4.96K | 0.00% | +211 | New |
| Rocky Mountain Advisers, LLC | 204 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 192 | $5.00K | 0.00% | −7−3.5% | Reduced |
| HBC Financial Services, PLLC | 221 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 213 | $5.01K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 216 | $5.08K | 0.00% | −14−6.1% | Reduced |
| South State Corp. | 217 | $5.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 218 | $5.13K | 0.00% | −40−15.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 226 | $5.32K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 226 | $5.32K | 0.00% | +7+3.2% | Added |
| Sugarloaf Wealth Management, LLC | 227 | $5.34K | 0.00% | −19−7.7% | Reduced |
| New England Capital Financial Advisors LLC | 228 | $5.36K | 0.00% | +3+1.3% | Added |
| Bangor Savings Bank | 228 | $5.36K | 0.00% | −19−7.7% | Reduced |
| FinTrust Capital Advisors, LLC | 193 | $5.39K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 230 | $5.41K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 231 | $5.43K | 0.00% | +231 | New |
| Strategic Investment Solutions, Inc. | 232 | $5.46K | 0.00% | +232 | New |
| Tortoise Investment Management, LLC | 236 | $5.55K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 237 | $5.57K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 239 | $5.62K | 0.00% | −1,827−88.4% | Reduced |
| Larson Financial Group LLC | 242 | $5.70K | 0.00% | −832−77.5% | Reduced |
| Atlas Capital Advisors LLC | 249 | $5.86K | 0.00% | −101−28.9% | Reduced |
| Maryland Capital Advisors Inc. | 250 | $5.88K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 253 | $5.95K | 0.00% | −6−2.3% | Reduced |
| Register Financial Advisors LLC | 254 | $5.96K | 0.00% | +60+30.9% | Added |