| Old Point Trust & Financial Services N A | 185 | $67.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 183 | $66.5K | 0.00% | −84−31.5% | Reduced |
| Salem Investment Counselors Inc | 179 | $65.1K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 178 | $64.8K | 0.01% | +178 | New |
| Operose Advisors LLC | 172 | $62.6K | 0.02% | +160+1,333.3% | Added |
| Delta Asset Management LLC | 170 | $61.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 167 | $60.9K | 0.03% | −1−0.6% | Reduced |
| Perritt Capital Management Inc | 156 | $56.7K | 0.03% | +1+0.6% | Added |
| FWL Investment Management, LLC | 155 | $56.4K | 0.02% | +110+244.4% | Added |
| Harbor Capital Advisors, Inc. | 150 | $55.0K | 0.00% | +150 | New |
| BOK Financial Private Wealth, Inc. | 142 | $51.7K | 0.00% | +142 | New |
| Compagnie Lombard Odier SCmA | 138 | $50.2K | 0.00% | +138 | New |
| Toth Financial Advisory Corp | 137 | $49.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 132 | $48.0K | 0.04% | +3+2.3% | Added |
| LRI Investments, LLC | 141 | $46.8K | 0.00% | −3−2.1% | Reduced |
| Armstrong Advisory Group, Inc | 118 | $42.9K | 0.00% | −60−33.7% | Reduced |
| NBT Bank N A | 118 | $42.9K | 0.00% | +118 | New |
| Glass Jacobson Investment Advisors llc | 116 | $42.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $40.8K | 0.01% | −4−3.4% | Reduced |
| Elequin Capital LP | 110 | $40.0K | 0.00% | +110 | New |
| Centerpoint Advisors, LLC | 111 | $40.0K | 0.01% | −153−58.0% | Reduced |
| Rational Advisors LLC | 109 | $39.7K | 0.00% | −19−14.8% | Reduced |
| ORG Partners LLC | 108 | $39.3K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 104 | $37.8K | 0.01% | +104 | New |
| Castleview Partners, LLC | 103 | $37.6K | 0.02% | −7−6.4% | Reduced |
| Tidemark, LLC | 102 | $37.1K | 0.02% | +3+3.0% | Added |
| Aspire Private Capital, LLC | 100 | $36.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 96 | $34.9K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 92 | $34.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $33.8K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 93 | $33.8K | 0.01% | +93 | New |
| Venturi Wealth Management, LLC | 91 | $33.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $31.7K | 0.00% | +2+2.4% | Added |
| Winch Advisory Services, LLC | 87 | $31.5K | 0.01% | +1+1.2% | Added |
| TCTC Holdings, LLC | 86 | $31.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 86 | $31.3K | 0.00% | +3+3.6% | Added |
| GW&K Investment Management, LLC | 80 | $29.0K | 0.00% | +10+14.3% | Added |
| Sandy Spring Bank | 73 | $26.6K | 0.00% | +5+7.4% | Added |
| Legacy Bridge, LLC | 67 | $24.4K | 0.01% | +8+13.6% | Added |
| Catalyst Capital Advisors LLC | 67 | $24.4K | 0.00% | +67 | New |
| Beacon Capital Management, LLC | 65 | $23.7K | 0.00% | +18+38.3% | Added |
| Wellington Shields Capital Management, LLC | 65 | $23.7K | 0.00% | +65 | New |
| Park Place Capital Corp | 63 | $22.9K | 0.01% | +6+10.5% | Added |
| Bell Investment Advisors, Inc | 61 | $22.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 61 | $22.2K | 0.01% | +27+79.4% | Added |
| CoreFirst Bank & Trust | 60 | $21.8K | 0.01% | +60 | New |
| Versant Capital Management, Inc | 59 | $21.5K | 0.00% | +1+1.7% | Added |
| Western Pacific Wealth Management, LP | 59 | $21.5K | 0.01% | +59 | New |
| Global Financial Private Client, LLC | 56 | $20.4K | 0.01% | +6+12.0% | Added |
| Wintrust Investments LLC | 56 | $20.0K | 0.01% | +56 | New |
| Bruce G. Allen Investments, LLC | 53 | $19.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $18.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $18.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 54 | $18.1K | 0.01% | +54 | New |
| Valley National Advisers Inc | 50 | $18.0K | 0.00% | −179−78.2% | Reduced |
| Heritage Wealth Advisors | 49 | $17.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $17.8K | 0.00% | −18−26.9% | Reduced |
| Asset Dedication, LLC | 45 | $16.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $15.7K | 0.01% | +12+38.7% | Added |
| Wolff Wiese Magana LLC | 42 | $15.3K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 39 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $14.2K | 0.00% | −1−2.5% | Reduced |
| WFA of San Diego, LLC | 38 | $13.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $13.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $13.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 35 | $12.7K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 35 | $12.7K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 35 | $12.7K | 0.01% | +35 | New |
| Financial Avengers, Inc. | 34 | $12.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 33 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $12.0K | 0.00% | +2+6.5% | Added |
| Addison Advisors LLC | 32 | $11.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 31 | $11.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 31 | $11.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $11.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $10.9K | 0.00% | −11−26.8% | Reduced |
| HHM Wealth Advisors, LLC | 27 | $9.82K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 27 | $9.82K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $9.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 25 | $9.10K | 0.00% | −184−88.0% | Reduced |
| Cape Investment Advisory, Inc. | 25 | $9.10K | 0.00% | +25 | New |
| Hoese & Co LLP | 25 | $9.10K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $8.40K | 0.00% | +10+76.9% | Added |
| Avion Wealth | 22 | $8.00K | 0.00% | +2+10.0% | Added |
| Hemington Wealth Management | 27 | $8.00K | 0.00% | +27 | New |
| Anchor Investment Management, LLC | 21 | $7.64K | 0.00% | +4+23.5% | Added |
| DT Investment Partners, LLC | 20 | $7.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $7.28K | 0.00% | −5−20.0% | Reduced |
| Union Savings Bank | 20 | $7.28K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $7.28K | 0.00% | +17+566.7% | Added |
| Washington Trust Advisors, Inc. | 19 | $6.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $6.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $5.46K | 0.00% | +5+50.0% | Added |
| PSI Advisors, LLC | 15 | $5.46K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $5.46K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 15 | $5.46K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 15 | $5.46K | 0.00% | +15 | New |
| Goodman Advisory Group, LLC | 15 | $5.46K | 0.00% | +15 | New |
| Aspect Partners, LLC | 14 | $5.09K | 0.00% | 00.0% | Unchanged |
