| West Branch Capital LLC | 40 | $35.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $35.0K | 0.00% | +1+2.6% | Added |
| First Command Advisory Services, Inc. | 37 | $32.5K | 0.00% | +34+1,133.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 36 | $31.7K | 0.05% | +16+80.0% | Added |
| Kilter Group LLC | 36 | $31.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $31.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $31.6K | 0.00% | +8+28.6% | Added |
| Lloyd Advisory Services, LLC. | 35 | $30.8K | 0.01% | +35 | New |
| United Community Bank | 34 | $29.9K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 33 | $29.0K | 0.01% | +30+1,000.0% | Added |
| Triumph Capital Management | 33 | $29.0K | 0.01% | +33 | New |
| Prestige Wealth Management Group LLC | 32 | $28.1K | 0.01% | +2+6.7% | Added |
| Medallion Wealth Advisors, LLC | 30 | $26.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29 | $25.5K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 29 | $25.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $24.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 27 | $24.1K | 0.00% | +3+12.5% | Added |
| Howard Hughes Medical Institute | 27 | $23.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $23.7K | 0.01% | +11+68.8% | Added |
| Roble, Belko & Company, Inc | 25 | $22.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 25 | $22.0K | 0.02% | +25 | New |
| Abound Wealth Management | 25 | $21.7K | 0.01% | +1+4.2% | Added |
| Raffa Wealth Management, LLC | 24 | $21.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24 | $21.1K | 0.00% | +7+41.2% | Added |
| Mascoma Wealth Management LLC | 23 | $20.2K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 21 | $18.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $17.6K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 20 | $17.6K | 0.01% | +20 | New |
| Access Investment Management LLC | 23 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 19 | $16.7K | 0.00% | −1−5.0% | Reduced |
| Marquette Asset Management, LLC | 19 | $16.7K | 0.00% | +7+58.3% | Added |
| Contravisory Investment Management, Inc. | 18 | $15.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18 | $15.8K | 0.00% | +4+28.6% | Added |
| St Germain D J Co Inc | 18 | $15.8K | 0.00% | +18 | New |
| Graney & King, LLC | 17 | $15.1K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 17 | $15.1K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 17 | $15.0K | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 17 | $14.9K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 17 | $14.9K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $14.4K | 0.01% | −4−20.0% | Reduced |
| TD Capital Management LLC | 15 | $13.3K | 0.00% | +10+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $13.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $13.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $13.2K | 0.00% | +9+150.0% | Added |
| Ares Financial Consulting, LLC | 15 | $13.2K | 0.01% | +15 | New |
| Commonwealth Retirement Investments LLC | 14 | $12.3K | 0.00% | +14 | New |
| Sittner & Nelson, LLC | 12 | $11.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $11.4K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 12 | $10.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 12 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 12 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $10.5K | 0.00% | +4+50.0% | Added |
| Swiss Re Ltd | 12 | $10.5K | 0.00% | +12 | New |
| Barnes Dennig Private Wealth Management LLC | 12 | $10.5K | 0.01% | +12 | New |
| Optima Capital LLC | 12 | $10.5K | 0.00% | +12 | New |
| SHP Wealth Management | 12 | $10.4K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 12 | $10.0K | 0.00% | −745−98.4% | Reduced |
| Fortis Group Advisors, LLC | 11 | $9.67K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $9.67K | 0.01% | +1+10.0% | Added |
| Cornerstone Financial Management LLC | 11 | $9.67K | 0.01% | +11 | New |
| Garner Asset Management Corp | 10 | $8.92K | 0.00% | +10 | New |
| First Community Trust NA | 10 | $8.79K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 10 | $8.79K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 10 | $8.79K | 0.00% | +4+66.7% | Added |
| VSM Wealth Advisory, LLC | 10 | $8.79K | 0.00% | +10 | New |
| RMG Wealth Management LLC | 9 | $8.47K | 0.00% | +9 | New |
| Granite FO LLC | 9 | $7.91K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 9 | $7.91K | 0.00% | +9 | New |
| IMG Wealth Management, Inc. | 9 | $7.91K | 0.01% | +9 | New |
| HighMark Wealth Management LLC | 9 | $7.91K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 8 | $7.03K | 0.01% | −7−46.7% | Reduced |
| Winnow Wealth LLC | 8 | $7.03K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $7.03K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $7.03K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 8 | $7.03K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 8 | $7.03K | 0.00% | +4+100.0% | Added |
| Investors Portfolio Services LLC | 8 | $6.68K | 0.01% | +8 | New |
| Redwood Park Advisors LLC | 7 | $6.19K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7 | $6.15K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $6.15K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7 | $6.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $6.15K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 7 | $6.15K | 0.00% | +7 | New |
| Rogco, LP | 7 | $6.15K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 6 | $5.27K | 0.00% | −2−25.0% | Reduced |
| Clark Wealth Partners | 6 | $5.27K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $5.27K | 0.00% | +2+50.0% | Added |
| Wealth Watch Advisors, INC | 6 | $5.27K | 0.00% | +2+50.0% | Added |
| Advocate Investing Services LLC | 6 | $5.27K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 249 | $5.00K | 0.00% | −17−6.4% | Reduced |
| Ogorek Anthony Joseph | 6 | $5.00K | 0.00% | −3−33.3% | Reduced |
| Kozak & Associates, Inc. | 5 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5 | $4.39K | 0.00% | −37−88.1% | Reduced |
| Indiana Trust & Investment Management CO | 5 | $4.39K | 0.00% | −8−61.5% | Reduced |
| TFC Financial Management | 5 | $4.39K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $4.39K | 0.00% | 00.0% | Unchanged |