| Concord Wealth Partners | 885 | $42.8K | 0.01% | +740+510.3% | Added |
| Pflug Koory, LLC | 875 | $42.3K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 850 | $41.1K | 0.01% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 763 | $36.9K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 750 | $36.2K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 740 | $35.7K | 0.01% | +740 | New |
| Leonteq Securities AG | 696 | $33.6K | 0.00% | +50+7.7% | Added |
| Johnson Financial Group, Inc. | 680 | $32.9K | 0.00% | −1,200−63.8% | Reduced |
| Medallion Wealth Advisors, LLC | 655 | $32.1K | 0.01% | +475+263.9% | Added |
| Delta Asset Management LLC | 650 | $31.4K | 0.00% | −50−7.1% | Reduced |
| Hemington Wealth Management | 641 | $30.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 585 | $28.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 578 | $27.9K | 0.00% | +578 | New |
| Bartlett & Co. Wealth Management LLC | 553 | $26.7K | 0.00% | +13+2.4% | Added |
| Frazier Financial Advisors, LLC | 551 | $26.6K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 544 | $26.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 521 | $25.2K | 0.01% | −78−13.0% | Reduced |
| Larson Financial Group LLC | 520 | $25.1K | 0.00% | +50+10.6% | Added |
| Independence Bank of Kentucky | 517 | $25.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 505 | $24.4K | 0.00% | −165−24.6% | Reduced |
| MorganRosel Wealth Management, LLC | 500 | $24.2K | 0.01% | −940−65.3% | Reduced |
| Perritt Capital Management Inc | 500 | $24.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 498 | $23.9K | 0.01% | +498 | New |
| Richard W. Paul & Associates, LLC | 486 | $23.5K | 0.01% | +4+0.8% | Added |
| Robinswood Financial LLC | 432 | $20.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 431 | $20.8K | 0.01% | +343+389.8% | Added |
| Edmond de Rothschild Holding S.A. | 400 | $19.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 400 | $19.3K | 0.00% | +400 | New |
| Boyd Watterson Asset Management LLC | 387 | $18.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 384 | $18.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 400 | $18.3K | 0.01% | +400 | New |
| Bogart Wealth, LLC | 376 | $18.2K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 367 | $17.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 363 | $17.5K | 0.00% | −95−20.7% | Reduced |
| Salem Investment Counselors Inc | 362 | $17.5K | 0.00% | −62−14.6% | Reduced |
| Key Financial Inc | 361 | $17.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 350 | $16.9K | 0.00% | −120−25.5% | Reduced |
| Princeton Global Asset Management LLC | 345 | $16.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 338 | $16.6K | 0.00% | +338 | New |
| Montag A & Associates Inc | 323 | $15.6K | 0.00% | −49−13.2% | Reduced |
| JFS Wealth Advisors, LLC | 319 | $15.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 316 | $15.3K | 0.00% | +316 | New |
| Eastern Bank | 300 | $14.5K | 0.00% | −248−45.3% | Reduced |
| Highline Wealth Partners LLC | 300 | $14.5K | 0.00% | −50−14.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 300 | $14.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 299 | $14.4K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 271 | $13.1K | 0.02% | +228+530.2% | Added |
| Investors Research Corp | 268 | $12.9K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 263 | $12.7K | 0.01% | +263 | New |
| Creative Financial Designs Inc | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 248 | $12.0K | 0.00% | +171+222.1% | Added |
| Cherry Tree Wealth Management, LLC | 242 | $11.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 241 | $11.6K | 0.01% | +14+6.2% | Added |
| Bear Mountain Capital, Inc. | 222 | $10.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $10.4K | 0.00% | +54+33.5% | Added |
| Binnacle Investments Inc | 212 | $10.2K | 0.01% | +96+82.8% | Added |
| Essex Investment Management Co LLC | 200 | $9.66K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $9.66K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $9.66K | 0.00% | +100+100.0% | Added |
| Bank of New Hampshire | 200 | $9.66K | 0.00% | +200 | New |
| Beacon Capital Management, LLC | 198 | $9.56K | 0.00% | −211−51.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 197 | $9.52K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 190 | $9.09K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 182 | $8.79K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 175 | $8.45K | 0.00% | +175 | New |
| Transce3nd, LLC | 159 | $7.68K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 159 | $7.68K | 0.00% | +100+169.5% | Added |
| Strategic Wealth Partners, Ltd. | 155 | $7.49K | 0.00% | +155 | New |
| Atlantic Edge Private Wealth Management, LLC | 149 | $7.20K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 144 | $6.96K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 142 | $6.86K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 136 | $6.57K | 0.00% | −82−37.6% | Reduced |
| YANKCOM Partnership | 124 | $5.99K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $5.36K | 0.00% | −33−22.9% | Reduced |
| Evolution Wealth Management Inc. | 110 | $5.31K | 0.01% | +110 | New |
| Cornerstone Planning Group LLC | 109 | $5.21K | 0.00% | −96−46.8% | Reduced |
| North Capital, Inc. | 107 | $5.17K | 0.00% | −17−13.7% | Reduced |
| ORG Partners LLC | 104 | $5.10K | 0.00% | +104 | New |
| Financial Perspectives, Inc | 100 | $4.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $4.83K | 0.00% | +100 | New |
| Tompkins Financial Corp | 99 | $4.78K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 96 | $4.64K | 0.00% | +96 | New |
| Murphy & Mullick Capital Management Corp | 100 | $4.56K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 93 | $4.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $4.16K | 0.00% | +3+3.6% | Added |
| Harbor Asset Planning, Inc. | 86 | $4.16K | 0.00% | +86 | New |
| MPWM Advisory Solutions, LLC | 83 | $4.01K | 0.00% | −18−17.8% | Reduced |
| Millstone Evans Group, LLC | 82 | $3.96K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $3.87K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 79 | $3.82K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $3.67K | 0.00% | −91−54.5% | Reduced |
| N.E.W. Advisory Services LLC | 74 | $3.58K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 73 | $3.53K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 72 | $3.48K | 0.00% | −500−87.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 70 | $3.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 69 | $3.33K | 0.00% | +47+213.6% | Added |
| Salomon & Ludwin, LLC | 67 | $3.30K | 0.00% | +27+67.5% | Added |
| GHP Investment Advisors, Inc. | 68 | $3.29K | 0.00% | 00.0% | Unchanged |