| NVWM, LLC | 66 | $1.37K | 0.00% | +26+65.0% | Added |
| Fairman Group, LLC | 65 | $1.35K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 64 | $1.32K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 63 | $1.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 62 | $1.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $1.27K | 0.00% | +1+1.7% | Added |
| DiNuzzo Private Wealth, Inc. | 60 | $1.24K | 0.00% | +2+3.4% | Added |
| Beaird Harris Wealth Management, LLC | 59 | $1.22K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 59 | $1.22K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 59 | $1.22K | 0.00% | +38+181.0% | Added |
| McMahon Financial Advisors, LLC | 59 | $1.22K | 0.00% | +59 | New |
| Wetzel Investment Advisors, Inc. | 64 | $1.20K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $1.20K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 58 | $1.19K | 0.00% | +1+1.8% | Added |
| Coppell Advisory Solutions LLC | 57 | $1.18K | 0.00% | +57 | New |
| Bangor Savings Bank | 56 | $1.16K | 0.00% | −50−47.2% | Reduced |
| Planning Capital Management Corp | 54 | $1.12K | 0.00% | −67−55.4% | Reduced |
| Global Trust Asset Management, LLC | 51 | $1.06K | 0.00% | −24−32.0% | Reduced |
| Archer Investment Corp | 50 | $1.03K | 0.00% | −1,032−95.4% | Reduced |
| Annapolis Financial Services, LLC | 50 | $1.03K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 50 | $1.03K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $1.03K | 0.00% | +50 | New |
| Abound Wealth Management | 50 | $1.03K | 0.00% | −4−7.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | $1.01K | 0.00% | +49 | New |
| Avion Wealth | 66 | $1.00K | 0.00% | −30−31.3% | Reduced |
| GW&K Investment Management, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 46 | $957 | 0.00% | +46 | New |
| Cherry Tree Wealth Management, LLC | 46 | $953 | 0.00% | −5−9.8% | Reduced |
| Toth Financial Advisory Corp | 46 | $953 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $932 | 0.00% | −29−39.2% | Reduced |
| Horizon Investments, LLC | 45 | $932 | 0.00% | +45 | New |
| Private Ocean, LLC | 45 | $927 | 0.00% | +45 | New |
| Silicon Valley Capital Partners | 44 | $912 | 0.00% | +1+2.3% | Added |
| RFP Financial Group LLC | 43 | $890 | 0.00% | −4−8.5% | Reduced |
| Horizons Wealth Management | 42 | $881 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 42 | $870 | 0.00% | +42 | New |
| Evergreen Private Wealth LLC | 42 | $869 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 41 | $841 | 0.00% | +24+141.2% | Added |
| First Horizon Advisors, Inc. | 39 | $807 | 0.00% | −131−77.1% | Reduced |
| New Millennium Group LLC | 39 | $798 | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 38 | $787 | 0.00% | −2−5.0% | Reduced |
| Miller Wealth Advisors, LLC | 37 | $757 | 0.00% | +1+2.8% | Added |
| Cassady Schiller Wealth Management, LLC | 35 | $725 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $725 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $724 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 33 | $680 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 21 | $672 | 0.00% | +21 | New |
| Emfo, LLC | 32 | $663 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 32 | $662 | 0.00% | +32 | New |
| Tidemark, LLC | 31 | $642 | 0.00% | −7−18.4% | Reduced |
| Tucker Asset Management LLC | 31 | $642 | 0.00% | −5−13.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 31 | $642 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $621 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $621 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $621 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $621 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $621 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $618 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 28 | $580 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 28 | $580 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 28 | $558 | 0.00% | +17+154.5% | Added |
| Central Pacific Bank - Trust Division | 25 | $518 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 25 | $518 | 0.00% | +17+212.5% | Added |
| Cypress Capital, LLC | 25 | $518 | 0.00% | +25 | New |
| Pacific Center for Financial Services | 24 | $497 | 0.00% | −108−81.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 24 | $497 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $497 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $495 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $487 | 0.00% | +1+4.3% | Added |
| West Oak Capital, LLC | 22 | $455 | 0.00% | −50−69.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 21 | $439 | 0.00% | −3−12.5% | Reduced |
| Old Point Trust & Financial Services N A | 21 | $435 | 0.00% | −10−32.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 21 | $435 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $414 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $414 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $414 | 0.00% | +20 | New |
| Compass Wealth Management LLC | 16 | $332 | 0.00% | +16 | New |
| Atlantic Trust, LLC | 15 | $311 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 14 | $290 | 0.00% | +14 | New |
| Triad Wealth Partners, LLC | 14 | $290 | 0.00% | +14 | New |
| EdgeRock Capital LLC | 14 | $289 | 0.00% | +14 | New |
| True Wealth Design, LLC | 13 | $279 | 0.00% | +13 | New |
| Front Row Advisors LLC | 13 | $273 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 13 | $269 | 0.00% | −3−18.8% | Reduced |
| Sofos Investments, Inc. | 12 | $248 | 0.00% | −31−72.1% | Reduced |
| Western Pacific Wealth Management, LP | 12 | $248 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $207 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 9 | $201 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 9 | $189 | 0.00% | −5−35.7% | Reduced |
| Motco | 8 | $166 | 0.00% | −3−27.3% | Reduced |
| Richard W. Paul & Associates, LLC | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 8 | $165 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $145 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $145 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $145 | 0.00% | +7 | New |
| Burkett Financial Services, LLC | 7 | $143 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 6 | $124 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $124 | 0.00% | +4+200.0% | Added |