| CoreCap Advisors, LLC | 251 | $3.75K | 0.00% | +105+71.9% | Added |
| Maryland Capital Advisors Inc. | 250 | $3.73K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 245 | $3.66K | 0.00% | +4+1.7% | Added |
| Peoples Bank | 243 | $3.62K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 188 | $3.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 231 | $3.45K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 227 | $3.39K | 0.00% | +227 | New |
| Beacon Capital Management, LLC | 226 | $3.37K | 0.00% | −2−0.9% | Reduced |
| Red Tortoise LLC | 220 | $3.28K | 0.00% | +220 | New |
| Cullen/Frost Bankers, Inc. | 220 | $3.28K | 0.00% | +4+1.9% | Added |
| Harbor Investment Advisory, LLC | 217 | $3.24K | 0.00% | −1,050−82.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 209 | $3.12K | 0.00% | +209 | New |
| Aventura Private Wealth, LLC | 206 | $3.07K | 0.00% | +206 | New |
| Financial Freedom, LLC | 201 | $3.00K | 0.00% | +1+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 216 | $3.00K | 0.00% | +3+1.4% | Added |
| Bollard Group LLC | 184 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 205 | $3.00K | 0.00% | −49−19.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 201 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $2.98K | 0.00% | −30−13.0% | Reduced |
| MB, Levis & Associates, LLC | 200 | $2.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 197 | $2.94K | 0.00% | −101−33.9% | Reduced |
| JNBA Financial Advisors | 196 | $2.92K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 190 | $2.85K | 0.00% | +37+24.2% | Added |
| Westside Investment Management, Inc. | 190 | $2.83K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 188 | $2.81K | 0.00% | −4−2.1% | Reduced |
| Rialto Wealth Management, LLC | 182 | $2.72K | 0.00% | +182 | New |
| Cranbrook Wealth Management, LLC | 180 | $2.69K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 178 | $2.65K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 177 | $2.64K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $2.49K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 165 | $2.46K | 0.00% | +165 | New |
| Addison Advisors LLC | 158 | $2.36K | 0.00% | −214−57.5% | Reduced |
| Sachetta, LLC | 157 | $2.34K | 0.00% | +59+60.2% | Added |
| New England Capital Financial Advisors LLC | 157 | $2.34K | 0.00% | +3+1.9% | Added |
| Cary Street Partner Investment Advisory LLC | 156 | $2.33K | 0.00% | +156 | New |
| Sandy Spring Bank | 154 | $2.30K | 0.00% | −9−5.5% | Reduced |
| Continuum Advisory, LLC | 154 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $2.24K | 0.00% | −10−6.3% | Reduced |
| NewSquare Capital LLC | 148 | $2.21K | 0.00% | +61+70.1% | Added |
| Piscataqua Savings Bank | 146 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 143 | $2.13K | 0.00% | −48−25.1% | Reduced |
| Proequities, Inc. | 134 | $2.12K | 0.00% | +23+20.7% | Added |
| Union Bancaire Privee, UBP SA | 153 | $2.06K | 0.00% | +153 | New |
| Whipplewood Advisors, LLC | 137 | $2.04K | 0.00% | +137 | New |
| Banque Transatlantique SA | 135 | $2.00K | 0.00% | +135 | New |
| Capital Advisors, Ltd. LLC | 159 | $2.00K | 0.00% | −98−38.1% | Reduced |
| Wood Tarver Financial Group, LLC | 165 | $2.00K | 0.00% | +165 | New |
| Semmax Financial Advisors Inc. | 119 | $1.95K | 0.00% | +2+1.7% | Added |
| Cape Investment Advisory, Inc. | 130 | $1.94K | 0.00% | +44+51.2% | Added |
| Glass Jacobson Investment Advisors llc | 126 | $1.88K | 0.00% | −88−41.1% | Reduced |
| Venturi Wealth Management, LLC | 122 | $1.82K | 0.00% | +51+71.8% | Added |
| Assetmark, Inc | 122 | $1.82K | 0.00% | −50−29.1% | Reduced |
| Delta Asset Management LLC | 120 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 110 | $1.74K | 0.00% | −183−62.5% | Reduced |
| Crews Bank & Trust | 105 | $1.57K | 0.00% | +105 | New |
| Estabrook Capital Management | 104 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 103 | $1.54K | 0.00% | +5+5.1% | Added |
| Golden State Wealth Management, LLC | 102 | $1.53K | 0.00% | +102 | New |
| Salomon & Ludwin, LLC | 102 | $1.52K | 0.00% | −7−6.4% | Reduced |
| Albion Financial Group | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 98 | $1.46K | 0.00% | +12+14.0% | Added |
| Boyd Watterson Asset Management LLC | 98 | $1.46K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 98 | $1.46K | 0.00% | +98 | New |
| BNP Paribas | 95 | $1.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 94 | $1.40K | 0.00% | −162−63.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 92 | $1.37K | 0.00% | 00.0% | Unchanged |
| American National Bank | 88 | $1.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 84 | $1.25K | 0.00% | +84 | New |
| Guardian Wealth Management, Inc. | 82 | $1.23K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 82 | $1.22K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 79 | $1.18K | 0.00% | −15−16.0% | Reduced |
| ZRC Wealth Management, LLC | 75 | $1.12K | 0.00% | +1+1.4% | Added |
| 1620 Investment Advisors, Inc. | 75 | $1.12K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 72 | $1.07K | 0.00% | +72 | New |
| Ameriflex Group, Inc. | 68 | $1.06K | 0.00% | +68 | New |
| Battery Global Advisors, LLC | 71 | $1.06K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 70 | $1.04K | 0.00% | −100−58.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 70 | $1.04K | 0.00% | −64−47.8% | Reduced |
| Rise Advisors, LLC | 70 | $1.04K | 0.00% | −331−82.5% | Reduced |
| Parkworth Wealth Management, Inc. | 69 | $1.02K | 0.00% | +69 | New |
| First Command Advisory Services, Inc. | 68 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $1.00K | 0.00% | −40−28.6% | Reduced |
| McClarren Financial Advisors, Inc. | 113 | $1.00K | 0.00% | +30+36.1% | Added |
| Centerpoint Advisors, LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $1.00K | 0.00% | +20+30.3% | Added |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 65 | $972 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 65 | $970 | 0.00% | −35−35.0% | Reduced |
| Cornerstone Planning Group LLC | 60 | $970 | 0.00% | +39+185.7% | Added |
| Wingate Wealth Advisors, Inc. | 64 | $960 | 0.00% | +64 | New |
| CNB Bank | 64 | $955 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $950 | 0.00% | +1+1.6% | Added |
| Pinnacle Bancorp, Inc. | 63 | $940 | 0.00% | −171−73.1% | Reduced |
| AllSquare Wealth Management LLC | 63 | $940 | 0.00% | 00.0% | Unchanged |