| JFS Wealth Advisors, LLC | 336 | $41.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 322 | $40.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 313 | $39.0K | 0.00% | −771−71.1% | Reduced |
| Ofi Invest Asset Management | 314 | $36.0K | 0.00% | +7+2.3% | Added |
| Smithfield Trust Co | 269 | $34.0K | 0.00% | +37+15.9% | Added |
| Venturi Wealth Management, LLC | 261 | $32.3K | 0.00% | +4+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 260 | $32.2K | 0.01% | +103+65.6% | Added |
| Rise Advisors, LLC | 251 | $31.1K | 0.02% | +251 | New |
| Salem Investment Counselors Inc | 245 | $30.4K | 0.00% | −55−18.3% | Reduced |
| First Manhattan Co | 238 | $29.5K | 0.00% | −34−12.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 235 | $29.1K | 0.01% | +10+4.4% | Added |
| Riverview Trust Co | 231 | $28.6K | 0.02% | +231 | New |
| NBC Securities, Inc. | 230 | $28.0K | 0.00% | −80−25.8% | Reduced |
| Provenance Wealth Advisors, LLC | 222 | $27.5K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 217 | $26.9K | 0.03% | +217 | New |
| First Community Trust NA | 210 | $26.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $24.8K | 0.01% | +200 | New |
| Archer Investment Corp | 199 | $24.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 192 | $23.8K | 0.00% | −11−5.4% | Reduced |
| Core Wealth Advisors, Inc. | 183 | $22.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 182 | $22.6K | 0.01% | +142+355.0% | Added |
| Valued Wealth Advisors LLC | 181 | $22.4K | 0.02% | +96+112.9% | Added |
| AdvisorNet Financial, Inc | 180 | $22.3K | 0.00% | −97−35.0% | Reduced |
| GW&K Investment Management, LLC | 179 | $22.0K | 0.00% | −5−2.7% | Reduced |
| Frazier Financial Advisors, LLC | 176 | $21.8K | 0.02% | +29+19.7% | Added |
| HBC Financial Services, PLLC | 202 | $21.0K | 0.01% | +7+3.6% | Added |
| Canton Hathaway, LLC | 172 | $21.0K | 0.01% | +172 | New |
| Gould Capital, LLC | 168 | $20.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 166 | $20.6K | 0.01% | +16+10.7% | Added |
| Benjamin Edwards Inc | 165 | $20.0K | 0.00% | +165 | New |
| Zions Bancorporation, N.A. | 156 | $19.3K | 0.00% | −31−16.6% | Reduced |
| CNB Bank | 155 | $19.2K | 0.01% | +94+154.1% | Added |
| Independence Bank of Kentucky | 150 | $18.6K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 150 | $18.6K | 0.03% | −75−33.3% | Reduced |
| Creative Financial Designs Inc | 143 | $17.7K | 0.00% | +112+361.3% | Added |
| Distillate Capital Partners LLC | 138 | $17.1K | 2.87% | −3−2.1% | Reduced |
| Silver Oak Securities, Inc | 135 | $16.7K | 0.00% | −10,074−98.7% | Reduced |
| Bell Investment Advisors, Inc | 132 | $16.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 131 | $16.2K | 0.00% | +104+385.2% | Added |
| Tyler-Stone Wealth Management | 129 | $16.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 122 | $15.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 120 | $14.9K | 0.01% | +120 | New |
| Sofos Investments, Inc. | 119 | $14.6K | 0.00% | +115+2,875.0% | Added |
| Abound Wealth Management | 116 | $14.4K | 0.01% | +6+5.5% | Added |
| Macroview Investment Management LLC | 114 | $14.1K | 0.02% | +114 | New |
| JNBA Financial Advisors | 109 | $13.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 108 | $13.4K | 0.00% | +63+140.0% | Added |
| West Paces Advisors Inc. | 107 | $13.3K | 0.00% | −56−34.4% | Reduced |
| Crewe Advisors LLC | 100 | $12.4K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 99 | $12.3K | 0.00% | +78+371.4% | Added |
| Washington Trust Co | 96 | $11.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $11.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 96 | $11.9K | 0.00% | +96 | New |
| SJS Investment Consulting Inc. | 92 | $11.4K | 0.00% | −3−3.2% | Reduced |
| REAP Financial Group, LLC | 86 | $10.6K | 0.00% | +7+8.9% | Added |
| Dunhill Financial, LLC | 76 | $9.43K | 0.01% | +6+8.6% | Added |
| Meeder Asset Management Inc | 76 | $9.42K | 0.00% | +76 | New |
| Raffa Wealth Management, LLC | 75 | $9.29K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 239 | $9.00K | 0.00% | −4−1.6% | Reduced |
| Cedar Wealth Management, LLC | 71 | $8.80K | 0.00% | +71 | New |
| Private Wealth Management Group, LLC | 70 | $8.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 68 | $8.43K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 63 | $7.81K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 60 | $7.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $7.43K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 66 | $7.10K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 56 | $6.91K | 0.00% | +2+3.7% | Added |
| Valley National Advisers Inc | 55 | $6.00K | 0.00% | +10+22.2% | Added |
| Avion Wealth | 44 | $6.00K | 0.00% | +19+76.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 45 | $5.58K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 43 | $5.37K | 0.00% | −40−48.2% | Reduced |
| Continuum Advisory, LLC | 48 | $5.23K | 0.00% | +48 | New |
| VisionPoint Advisory Group, LLC | 42 | $5.20K | 0.00% | +4+10.5% | Added |
| Webster Bank, N. A. | 42 | $5.20K | 0.00% | +42 | New |
| Psagot Value Holdings Ltd. / (Israel) | 38 | $5.00K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 37 | $4.58K | 0.00% | −50−57.5% | Reduced |
| Redmont Wealth Advisors LLC | 37 | $4.58K | 0.01% | +37 | New |
| Trifecta Capital Advisors, LLC | 34 | $4.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $4.00K | 0.00% | +3+10.7% | Added |
| Addison Advisors LLC | 32 | $3.96K | 0.00% | +32 | New |
| Red Tortoise LLC | 31 | $3.84K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 31 | $3.84K | 0.00% | +31 | New |
| Wolff Wiese Magana LLC | 30 | $3.72K | 0.00% | +30 | New |
| Richard W. Paul & Associates, LLC | 26 | $3.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $3.00K | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 24 | $2.97K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 22 | $2.73K | 0.00% | +22 | New |
| True Wealth Design, LLC | 21 | $2.60K | 0.00% | +9+75.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $2.35K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 18 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $2.23K | 0.00% | +18 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.86K | 0.00% | +5+50.0% | Added |
| Anchor Investment Management, LLC | 15 | $1.86K | 0.00% | +15 | New |
| Goodman Advisory Group, LLC | 14 | $1.73K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 13 | $1.61K | 0.00% | +13 | New |
| Tfo-TDC, LLC | 12 | $1.49K | 0.00% | −2−14.3% | Reduced |
