| DSM Capital Partners LLC | 142 | $81.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 141 | $80.6K | 0.01% | +141 | New |
| Capital Advisors, Ltd. LLC | 140 | $80.0K | 0.01% | +2+1.4% | Added |
| Custom Portfolio Group LLC | 135 | $77.2K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 131 | $74.9K | 0.03% | +68+107.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 130 | $74.3K | 0.02% | −15−10.3% | Reduced |
| Clear Investment Research, LLC | 125 | $71.4K | 0.10% | −15−10.7% | Reduced |
| Sunbelt Securities, Inc. | 124 | $70.9K | 0.01% | +105+552.6% | Added |
| MCF Advisors LLC | 121 | $69.2K | 0.01% | +1+0.8% | Added |
| Stephens Investment Management Group LLC | 119 | $68.0K | 0.00% | +73+158.7% | Added |
| Resources Management Corp | 118 | $67.0K | 0.01% | +118 | New |
| Avalon Trust Co | 115 | $65.7K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 114 | $65.2K | 0.02% | +114 | New |
| Keener Financial Planning LLC | 108 | $62.0K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 106 | $61.0K | 0.05% | +106 | New |
| Farmers & Merchants Investments Inc | 104 | $59.4K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $57.1K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 94 | $54.0K | 0.01% | +94 | New |
| South State Corp. | 90 | $51.4K | 0.00% | +8+9.8% | Added |
| Carolinas Wealth Consulting LLC | 87 | $49.7K | 0.01% | −21−19.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 81 | $46.3K | 0.09% | −3−3.6% | Reduced |
| Rise Advisors, LLC | 81 | $46.3K | 0.02% | +81 | New |
| HHM Wealth Advisors, LLC | 80 | $45.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $45.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 79 | $45.1K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 74 | $42.3K | 0.01% | +74 | New |
| Creative Financial Designs Inc | 73 | $41.7K | 0.00% | +11+17.7% | Added |
| Cherry Tree Wealth Management, LLC | 73 | $41.4K | 0.01% | +5+7.4% | Added |
| Core Alternative Capital | 71 | $40.6K | 0.01% | −41−36.6% | Reduced |
| WD Rutherford LLC | 70 | $40.0K | 0.02% | +70 | New |
| ZRC Wealth Management, LLC | 70 | $40.0K | 0.02% | +70 | New |
| Hazlett, Burt & Watson, Inc. | 70 | $40.0K | 0.02% | +20+40.0% | Added |
| West Paces Advisors Inc. | 69 | $39.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $39.4K | 0.00% | +31+81.6% | Added |
| Washington Trust Advisors, Inc. | 69 | $39.4K | 0.00% | −22−24.2% | Reduced |
| FinTrust Capital Advisors, LLC | 67 | $38.3K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 67 | $38.3K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 67 | $38.3K | 0.00% | +67 | New |
| Lowe Wealth Advisors, LLC | 65 | $37.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 63 | $36.0K | 0.00% | +36+133.3% | Added |
| Activest Wealth Management | 62 | $35.2K | 0.02% | +62 | New |
| GW&K Investment Management, LLC | 55 | $31.0K | 0.00% | +3+5.8% | Added |
| Deseret Mutual Benefit Administrators | 53 | $30.3K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 51 | $29.1K | 0.01% | −7−12.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $28.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 48 | $27.4K | 0.00% | −1,498−96.9% | Reduced |
| Colonial Trust Advisors | 48 | $27.4K | 0.00% | +6+14.3% | Added |
| Bay Harbor Wealth Management, LLC | 46 | $26.3K | 0.01% | +46 | New |
| Magellan Asset Management Ltd | 45 | $25.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $24.0K | 0.00% | −10−19.2% | Reduced |
| Cetera Trust Company, N.A | 41 | $23.4K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $22.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $22.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 36 | $21.0K | 0.00% | +14+63.6% | Added |
| Core Wealth Advisors, Inc. | 36 | $20.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $20.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 36 | $20.6K | 0.01% | +36 | New |
| Newbridge Financial Services Group, Inc. | 34 | $19.4K | 0.01% | +13+61.9% | Added |
| Orion Capital Management LLC | 32 | $18.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 31 | $17.7K | 0.00% | +6+24.0% | Added |
| Abound Wealth Management | 30 | $17.4K | 0.01% | −1−3.2% | Reduced |
| Geneos Wealth Management Inc. | 30 | $17.1K | 0.00% | +11+57.9% | Added |
| SJS Investment Consulting Inc. | 30 | $17.1K | 0.00% | +26+650.0% | Added |
| Acima Private Wealth, LLC | 29 | $16.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 29 | $16.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 28 | $16.0K | 0.01% | +28 | New |
| Planning Capital Management Corp | 27 | $15.4K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 27 | $15.4K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $14.3K | 0.00% | +3+13.6% | Added |
| JDM Financial Group LLC | 24 | $13.7K | 0.01% | +7+41.2% | Added |
| Red Tortoise LLC | 23 | $13.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 23 | $13.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $13.1K | 0.00% | +23 | New |
| Grove Bank & Trust | 22 | $12.6K | 0.00% | −11−33.3% | Reduced |
| Raffa Wealth Management, LLC | 22 | $12.6K | 0.00% | +4+22.2% | Added |
| Sound Income Strategies, LLC | 21 | $12.0K | 0.00% | +21 | New |
| HM Payson & Co | 20 | $11.4K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 21 | $11.3K | 0.00% | −13−38.2% | Reduced |
| Key Financial Inc | 18 | $10.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $10.3K | 0.01% | +12+200.0% | Added |
| First Financial Corp | 18 | $10.3K | 0.01% | +18 | New |
| PSI Advisors, LLC | 18 | $10.3K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $10.0K | 0.01% | +7+63.6% | Added |
| Avion Wealth | 16 | $10.0K | 0.00% | +1+6.7% | Added |
| Westside Investment Management, Inc. | 16 | $9.23K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $9.14K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $9.14K | 0.00% | +16 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $9.14K | 0.00% | +16 | New |
| Sofos Investments, Inc. | 16 | $8.61K | 0.00% | +16 | Added |
| Private Wealth Management Group, LLC | 15 | $8.57K | 0.00% | −7−31.8% | Reduced |
| Hartford Financial Management Inc. | 15 | $8.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $8.57K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $8.57K | 0.01% | +15 | New |
| FSA Wealth Management LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $8.00K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13 | $7.43K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $7.00K | 0.00% | 00.0% | Unchanged |