| Pacific Center for Financial Services | 122 | $2.12K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $2.08K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 120 | $2.08K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 119 | $2.07K | 0.00% | −1−0.8% | Reduced |
| Rogco, LP | 119 | $2.07K | 0.00% | +119 | New |
| Capital Advisors, Ltd. LLC | 134 | $2.00K | 0.00% | −208−60.8% | Reduced |
| Dividend Assets Capital, LLC | 141 | $2.00K | 0.00% | +1+0.7% | Added |
| Hanson & Doremus Investment Management | 124 | $2.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 118 | $2.00K | 0.00% | −72−37.9% | Reduced |
| Centerpoint Advisors, LLC | 95 | $2.00K | 0.00% | −9−8.7% | Reduced |
| Avion Wealth | 148 | $2.00K | 0.00% | +26+21.3% | Added |
| Steward Financial Group LLC | 117 | $2.00K | 0.00% | +117 | New |
| Nalls Sherbakoff Group, LLC | 114 | $1.98K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 111 | $1.93K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 107 | $1.86K | 0.00% | −88−45.1% | Reduced |
| Essex Investment Management Co LLC | 104 | $1.80K | 0.00% | −5−4.6% | Reduced |
| TD Private Client Wealth LLC | 100 | $1.74K | 0.00% | −809−89.0% | Reduced |
| Albion Financial Group | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 99 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 99 | $1.72K | 0.00% | +1+1.0% | Added |
| Caldwell Trust Co | 97 | $1.68K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 95 | $1.65K | 0.00% | −110−53.7% | Reduced |
| Kozak & Associates, Inc. | 98 | $1.63K | 0.00% | −4−3.9% | Reduced |
| Abound Wealth Management | 88 | $1.53K | 0.00% | −8−8.3% | Reduced |
| 1832 Asset Management L.P. | 84 | $1.46K | 0.00% | +15+21.7% | Added |
| ZRC Wealth Management, LLC | 84 | $1.46K | 0.00% | +1+1.2% | Added |
| Coppell Advisory Solutions LLC | 52 | $1.45K | 0.00% | −4−7.1% | Reduced |
| Baker Avenue Asset Management, LP | 82 | $1.42K | 0.00% | −31−27.4% | Reduced |
| Thompson Investment Management, Inc. | 82 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 81 | $1.41K | 0.00% | −172−68.0% | Reduced |
| Duncker Streett & Co Inc | 80 | $1.39K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 79 | $1.37K | 0.00% | +9+12.9% | Added |
| First Command Advisory Services, Inc. | 76 | $1.32K | 0.00% | +76 | New |
| Venturi Wealth Management, LLC | 71 | $1.23K | 0.00% | −159−69.1% | Reduced |
| Rise Advisors, LLC | 67 | $1.16K | 0.00% | −194−74.3% | Reduced |
| Bank of New Hampshire | 66 | $1.15K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 64 | $1.11K | 0.00% | +64 | New |
| Bogart Wealth, LLC | 63 | $1.10K | 0.00% | −29−31.5% | Reduced |
| AllSquare Wealth Management LLC | 63 | $1.09K | 0.00% | −74−54.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 62 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 61 | $1.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 62 | $1.07K | 0.00% | −19−23.5% | Reduced |
| Rosenberg Matthew Hamilton | 60 | $1.04K | 0.00% | −163−73.1% | Reduced |
| Versant Capital Management, Inc | 60 | $1.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 59 | $1.02K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $1.01K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 103 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 51 | $886 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 51 | $885 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $868 | 0.00% | +50 | New |
| Pacifica Partners Inc. | 53 | $860 | 0.00% | +50+1,666.7% | Added |
| First Personal Financial Services | 49 | $851 | 0.00% | −21−30.0% | Reduced |
| Toth Financial Advisory Corp | 49 | $851 | 0.00% | +7+16.7% | Added |
| Private Ocean, LLC | 48 | $833 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 40 | $832 | 0.00% | +20+100.0% | Added |
| Carolinas Wealth Consulting LLC | 566 | $803 | 0.00% | −157−21.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 45 | $782 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 45 | $774 | 0.00% | +4+9.8% | Added |
| RFP Financial Group LLC | 43 | $746 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $746 | 0.00% | +7+19.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42 | $729 | 0.00% | −364−89.7% | Reduced |
| Horizons Wealth Management | 42 | $729 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 42 | $725 | 0.00% | +1+2.4% | Added |
| NVWM, LLC | 40 | $694 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $686 | 0.00% | −15−27.3% | Reduced |
| Tradewinds Capital Management, LLC | 39 | $678 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $656 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 37 | $646 | 0.00% | −13−26.0% | Reduced |
| Country Trust Bank | 37 | $642 | 0.00% | +37 | New |
| Tucker Asset Management LLC | 36 | $625 | 0.00% | +5+16.1% | Added |
| Miller Wealth Advisors, LLC | 35 | $612 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $608 | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $607 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 34 | $590 | 0.00% | −25−42.4% | Reduced |
| Global Wealth Strategies & Associates | 34 | $590 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 33 | $573 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 32 | $556 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 31 | $538 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 31 | $538 | 0.00% | +20+181.8% | Added |
| Armstrong Advisory Group, Inc | 30 | $521 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $521 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 26 | $435 | 0.00% | −622−96.0% | Reduced |
| Grey Street Capital, LLC | 61,456 | $434 | 0.00% | +61,456 | New |
| SJS Investment Consulting Inc. | 24 | $417 | 0.00% | +2+9.1% | Added |
| Provenance Wealth Advisors, LLC | 23 | $399 | 0.00% | +23 | New |
| Lee Financial Co | 22 | $382 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $382 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 22 | $382 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $365 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $347 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $324 | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 18 | $312 | 0.00% | +18 | New |
| Arrow Financial Corp | 17 | $295 | 0.00% | 00.0% | Unchanged |