| Palisade Asset Management, LLC | 304 | $59.3K | 0.01% | +304 | New |
| RFP Financial Group LLC | 297 | $57.9K | 0.02% | +129+76.8% | Added |
| Key Financial Inc | 280 | $54.6K | 0.01% | +215+330.8% | Added |
| Rothschild Investment LLC | 275 | $53.6K | 0.00% | +121+78.6% | Added |
| Cherry Tree Wealth Management, LLC | 264 | $51.5K | 0.01% | +23+9.5% | Added |
| Cassady Schiller Wealth Management, LLC | 261 | $50.9K | 0.02% | +129+97.7% | Added |
| Bessemer Group Inc | 252 | $49.0K | 0.00% | +62+32.6% | Added |
| Bogart Wealth, LLC | 227 | $44.3K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 223 | $43.5K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 221 | $43.1K | 0.02% | +221 | New |
| CoreCap Advisors, LLC | 221 | $43.1K | 0.00% | +221 | New |
| JFS Wealth Advisors, LLC | 215 | $41.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 215 | $41.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 212 | $41.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 209 | $40.8K | 0.00% | −116−35.7% | Reduced |
| Partnership Wealth Management, LLC | 200 | $39.0K | 0.03% | −60−23.1% | Reduced |
| Toth Financial Advisory Corp | 200 | $39.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 199 | $38.8K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 193 | $37.6K | 0.01% | +176+1,035.3% | Added |
| Nemes Rush Group LLC | 191 | $37.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 187 | $36.0K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 201 | $35.9K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 183 | $35.7K | 0.01% | −21−10.3% | Reduced |
| Geneos Wealth Management Inc. | 170 | $33.2K | 0.00% | +122+254.2% | Added |
| Operose Advisors LLC | 166 | $32.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 160 | $31.2K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 159 | $31.0K | 0.00% | +23+16.9% | Added |
| Continuum Advisory, LLC | 159 | $30.5K | 0.00% | +159 | New |
| Cambridge Trust Co | 155 | $30.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 151 | $29.4K | 0.00% | +151 | New |
| Provenance Wealth Advisors, LLC | 149 | $29.1K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 148 | $28.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 136 | $27.0K | 0.00% | −5−3.5% | Reduced |
| Silicon Valley Capital Partners | 135 | $26.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $26.0K | 0.00% | +30+28.6% | Added |
| Washington Trust Advisors, Inc. | 132 | $25.7K | 0.00% | −8−5.7% | Reduced |
| Northwest Investment Counselors, LLC | 127 | $24.8K | 0.01% | +127 | New |
| LRI Investments, LLC | 126 | $24.5K | 0.01% | +126 | New |
| Financial Perspectives, Inc | 125 | $24.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 120 | $23.4K | 0.00% | +5+4.3% | Added |
| Sugarloaf Wealth Management, LLC | 118 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 114 | $22.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 109 | $21.3K | 0.01% | +109 | New |
| Raffa Wealth Management, LLC | 104 | $20.3K | 0.01% | +7+7.2% | Added |
| Ulland Investment Advisors, LLC | 100 | $20.0K | 0.02% | +100 | New |
| Financial Management Professionals, Inc. | 99 | $19.0K | 0.00% | +1+1.0% | Added |
| West Paces Advisors Inc. | 96 | $18.7K | 0.00% | −4−4.0% | Reduced |
| Colonial Trust Co | 92 | $18.1K | 0.00% | +17+22.7% | Added |
| Eukles Asset Management | 92 | $17.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $17.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 83 | $16.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $15.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 72 | $13.0K | 0.01% | +72 | New |
| Bell Investment Advisors, Inc | 66 | $12.9K | 0.00% | +25+61.0% | Added |
| Carolinas Wealth Consulting LLC | 62 | $12.0K | 0.00% | −2−3.1% | Reduced |
| Front Row Advisors LLC | 61 | $11.9K | 0.00% | +61 | New |
| Dogwood Wealth Management LLC | 60 | $11.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $11.3K | 0.00% | +10+20.8% | Added |
| Redmont Wealth Advisors LLC | 57 | $11.1K | 0.02% | +57 | New |
| Founders Capital Management | 56 | $10.9K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $10.5K | 0.00% | −12−18.2% | Reduced |
| Sound Income Strategies, LLC | 53 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $9.95K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $9.75K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $9.75K | 0.00% | +50 | New |
| Citizens National Bank Trust Department | 44 | $8.58K | 0.00% | +44 | New |
| Glen Eagle Advisors, LLC | 40 | $7.80K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $7.80K | 0.00% | +40 | New |
| Creekmur Asset Management LLC | 38 | $7.41K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 35 | $7.02K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 34 | $6.63K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 36 | $6.61K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 32 | $6.24K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $5.85K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 29 | $5.66K | 0.00% | +5+20.8% | Added |
| Bullock Wealth Management Group | 28 | $5.49K | 0.00% | +28 | New |
| Beacon Capital Management, LLC | 28 | $5.46K | 0.00% | +28 | New |
| Estabrook Capital Management | 27 | $5.27K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 27 | $5.27K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $5.07K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 26 | $5.07K | 0.00% | +9+52.9% | Added |
| Motco | 25 | $4.88K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 24 | $4.68K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $4.29K | 0.00% | +21+2,100.0% | Added |
| HighMark Wealth Management LLC | 21 | $4.10K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 18 | $3.53K | 0.00% | +18 | New |
| REAP Financial Group, LLC | 18 | $3.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $3.32K | 0.00% | +7+70.0% | Added |
| Abound Wealth Management | 16 | $3.12K | 0.00% | −1−5.9% | Reduced |
| Hanson & Doremus Investment Management | 14 | $3.00K | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 14 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $2.73K | 0.00% | +14 | New |
| POM Investment Strategies, LLC | 13 | $2.54K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $2.34K | 0.00% | −2−14.3% | Reduced |
| Valued Wealth Advisors LLC | 12 | $2.34K | 0.00% | +12 | New |
| Richardson Financial Services Inc. | 8 | $2.15K | 0.00% | +8 | New |
| Evermay Wealth Management LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $1.95K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 10 | $1.95K | 0.00% | 00.0% | Unchanged |