| Toth Financial Advisory Corp | 625 | $39.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 600 | $38.2K | 0.01% | −468−43.8% | Reduced |
| Arrow Financial Corp | 600 | $38.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 595 | $37.9K | 0.02% | +595 | New |
| Banque Cantonale Vaudoise | 550 | $35.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 541 | $34.0K | 0.01% | +44+8.9% | Added |
| JFS Wealth Advisors, LLC | 516 | $32.8K | 0.00% | −27−5.0% | Reduced |
| Bellevue Asset Management, LLC | 505 | $32.2K | 0.02% | +9+1.8% | Added |
| CNB Bank | 500 | $31.8K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 500 | $31.8K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 500 | $31.8K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 500 | $31.8K | 0.00% | +500 | New |
| Pinnacle Bancorp, Inc. | 481 | $30.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 480 | $30.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 454 | $28.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 449 | $28.6K | 0.00% | +12+2.7% | Added |
| Tortoise Investment Management, LLC | 440 | $28.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 429 | $27.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 421 | $26.8K | 0.01% | +421 | New |
| Bank of New Hampshire | 420 | $26.7K | 0.01% | −200−32.3% | Reduced |
| Financial Perspectives, Inc | 419 | $26.7K | 0.01% | +4+1.0% | Added |
| Northwest Investment Counselors, LLC | 413 | $26.3K | 0.01% | −21−4.8% | Reduced |
| McClarren Financial Advisors, Inc. | 414 | $26.0K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 400 | $25.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 397 | $25.3K | 0.01% | +88+28.5% | Added |
| Key Financial Inc | 350 | $22.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 351 | $22.0K | 0.00% | −37−9.5% | Reduced |
| Atlas Capital Advisors LLC | 341 | $21.7K | 0.00% | −228−40.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 338 | $21.5K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 300 | $21.4K | 0.01% | −14−4.5% | Reduced |
| Boyd Watterson Asset Management LLC | 332 | $21.1K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 331 | $21.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 308 | $19.6K | 0.00% | −89−22.4% | Reduced |
| North Star Investment Management Corp. | 300 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 300 | $19.1K | 0.01% | +300 | New |
| Pin Oak Investment Advisors Inc | 282 | $18.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 283 | $18.0K | 0.01% | +7+2.5% | Added |
| Financial Freedom, LLC | 257 | $16.3K | 0.01% | +157+157.0% | Added |
| Centerpoint Advisors, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 247 | $15.7K | 0.00% | −165−40.0% | Reduced |
| Orion Capital Management LLC | 243 | $15.5K | 0.01% | +243 | New |
| Sound Income Strategies, LLC | 238 | $15.1K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 231 | $14.7K | 0.00% | +95+69.9% | Added |
| Operose Advisors LLC | 225 | $14.3K | 0.01% | +225 | New |
| Bell Investment Advisors, Inc | 215 | $13.7K | 0.00% | +44+25.7% | Added |
| Impact Partnership Wealth, LLC | 208 | $13.2K | 0.00% | −8,544−97.6% | Reduced |
| Heritage Wealth Advisors | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $12.7K | 0.00% | +200 | New |
| Norwood Financial Corp | 200 | $12.7K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 186 | $11.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 186 | $11.8K | 0.01% | +5+2.8% | Added |
| Bogart Wealth, LLC | 179 | $11.4K | 0.00% | −20−10.1% | Reduced |
| HHM Wealth Advisors, LLC | 178 | $11.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 177 | $11.3K | 0.00% | +5+2.9% | Added |
| Provence Wealth Management Group | 175 | $11.1K | 0.01% | +175 | New |
| Bollard Group LLC | 178 | $11.0K | 0.00% | +5+2.9% | Added |
| Financial Management Professionals, Inc. | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $10.0K | 0.01% | −100−39.7% | Reduced |
| Highlander Capital Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 157 | $9.99K | 0.00% | −196−55.5% | Reduced |
| Column Capital Advisors, LLC | 155 | $9.86K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 140 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $8.59K | 0.00% | +135 | New |
| Washington Trust Advisors, Inc. | 123 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 117 | $7.53K | 0.00% | +117 | New |
| IAG Wealth Partners, LLC | 118 | $7.51K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 116 | $7.38K | 0.00% | +100+625.0% | Added |
| Gradient Investments LLC | 116 | $7.38K | 0.00% | +60+107.1% | Added |
| Johnson Midwest Financial, LLC | 116 | $7.37K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 115 | $7.32K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 109 | $6.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $6.94K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $5.05K | 0.00% | +2+2.6% | Added |
| Founders Capital Management | 77 | $4.90K | 0.00% | +77 | New |
| Carolinas Wealth Consulting LLC | 71 | $4.60K | 0.00% | +27+61.4% | Added |
| JNBA Financial Advisors | 72 | $4.58K | 0.00% | −72−50.0% | Reduced |
| HighMark Wealth Management LLC | 70 | $4.45K | 0.00% | +2+2.9% | Added |
| Archer Investment Corp | 68 | $4.33K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 54 | $3.46K | 0.00% | +1+1.9% | Added |
| Annapolis Financial Services, LLC | 49 | $3.12K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $2.87K | 0.00% | +30+200.0% | Added |
| AdvisorNet Financial, Inc | 42 | $2.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 42 | $2.67K | 0.00% | +42 | New |
| Caldwell Sutter Capital, Inc. | 40 | $2.55K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.55K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $2.54K | 0.00% | −1−2.4% | Reduced |
| SJS Investment Consulting Inc. | 39 | $2.50K | 0.00% | +1+2.6% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $2.35K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 36 | $2.29K | 0.00% | +36 | New |
| True Wealth Design, LLC | 34 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 31 | $1.99K | 0.00% | +5+19.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 31 | $1.97K | 0.00% | 00.0% | Unchanged |