| Compass Wealth Management LLC | 575 | $48.8K | 0.01% | −325−36.1% | Reduced |
| Zions Bancorporation, N.A. | 570 | $48.4K | 0.00% | −199−25.9% | Reduced |
| Colonial Trust Co | 557 | $47.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 544 | $46.2K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 534 | $45.4K | 0.00% | +10+1.9% | Added |
| Family Firm, Inc. | 516 | $43.8K | 0.01% | +516 | New |
| Kelly Financial Services LLC | 500 | $42.5K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 484 | $41.1K | 0.02% | +484 | New |
| Ogorek Anthony Joseph | 479 | $40.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 473 | $40.0K | 0.01% | +473 | New |
| Castleview Partners, LLC | 462 | $39.2K | 0.02% | −337−42.2% | Reduced |
| Financial Management Professionals, Inc. | 436 | $37.0K | 0.01% | +47+12.1% | Added |
| Hollencrest Capital Management | 419 | $35.6K | 0.00% | −343−45.0% | Reduced |
| Pinnacle Bancorp, Inc. | 414 | $35.2K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 401 | $34.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 364 | $30.9K | 0.00% | −12−3.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 362 | $30.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 350 | $29.7K | 0.02% | −2−0.6% | Reduced |
| IFP Advisors, Inc | 343 | $29.1K | 0.00% | −447−56.6% | Reduced |
| AdvisorNet Financial, Inc | 342 | $29.1K | 0.00% | +126+58.3% | Added |
| Fortitude Family Office, LLC | 331 | $28.1K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $27.2K | 0.01% | +72+29.0% | Added |
| Venturi Wealth Management, LLC | 313 | $26.6K | 0.00% | +313 | New |
| Fairscale Capital, LLC | 272 | $26.1K | 0.02% | +272 | New |
| Operose Advisors LLC | 304 | $25.8K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 301 | $25.6K | 0.01% | +301 | New |
| Paradigm Asset Management Co LLC | 300 | $25.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 289 | $24.7K | 0.00% | −791−73.2% | Reduced |
| Planning Capital Management Corp | 288 | $24.5K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 276 | $23.4K | 0.01% | +276 | New |
| Avalon Trust Co | 250 | $21.2K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 249 | $21.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 247 | $21.0K | 0.00% | +17+7.4% | Added |
| Silicon Valley Capital Partners | 231 | $19.6K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 227 | $19.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 226 | $19.2K | 0.00% | +226 | New |
| Bell Investment Advisors, Inc | 211 | $17.9K | 0.00% | +84+66.1% | Added |
| Raffa Wealth Management, LLC | 209 | $17.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 208 | $17.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 205 | $17.4K | 0.00% | −6−2.8% | Reduced |
| Central Trust Co | 196 | $16.7K | 0.00% | +24+14.0% | Added |
| Opal Wealth Advisors, LLC | 190 | $16.1K | 0.01% | +190 | New |
| GPS Wealth Strategies Group, LLC | 180 | $15.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 173 | $14.7K | 0.01% | −14−7.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 165 | $14.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 167 | $14.0K | 0.00% | −30−15.2% | Reduced |
| GW&K Investment Management, LLC | 169 | $14.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 150 | $12.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 140 | $11.9K | 0.00% | +140 | New |
| McIlrath & Eck, LLC | 139 | $11.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 138 | $11.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 120 | $10.2K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 118 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 117 | $9.94K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 117 | $9.94K | 0.00% | +117 | New |
| Prestige Wealth Management Group LLC | 115 | $9.77K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 115 | $9.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 115 | $9.77K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $9.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $9.09K | 0.00% | −12−10.1% | Reduced |
| Redwood Wealth Management Group, LLC | 106 | $9.01K | 0.01% | +106 | New |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 104 | $8.84K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 103 | $8.75K | 0.00% | +85+472.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 101 | $8.58K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $8.49K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $8.49K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $8.49K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $8.49K | 0.00% | +100 | New |
| PFG Private Wealth Management, LLC | 100 | $8.49K | 0.01% | +100 | New |
| Financial Network Wealth Advisors LLC | 100 | $8.49K | 0.01% | +100 | New |
| Macroview Investment Management LLC | 97 | $8.24K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 96 | $8.22K | 0.01% | +24+33.3% | Added |
| Hazlett, Burt & Watson, Inc. | 89 | $8.00K | 0.00% | −72−44.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 92 | $7.82K | 0.00% | +92 | New |
| Global Financial Private Client, LLC | 90 | $7.65K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 80 | $6.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $6.80K | 0.00% | +17+27.0% | Added |
| Redmont Wealth Advisors LLC | 76 | $6.46K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 72 | $6.12K | 0.00% | +72 | New |
| Creekmur Asset Management LLC | 71 | $6.03K | 0.00% | +71 | New |
| Salomon & Ludwin, LLC | 70 | $5.95K | 0.00% | −70−50.0% | Reduced |
| Salem Investment Counselors Inc | 69 | $5.86K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 68 | $5.78K | 0.00% | +68 | New |
| HighMark Wealth Management LLC | 64 | $5.46K | 0.00% | +20+45.5% | Added |
| Montag A & Associates Inc | 62 | $5.27K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 59 | $5.01K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 59 | $4.95K | 0.00% | −23−28.0% | Reduced |
| Archer Investment Corp | 57 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 47 | $4.51K | 0.00% | −103−68.7% | Reduced |
| M&R Capital Management Inc | 53 | $4.50K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 52 | $4.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 51 | $4.33K | 0.00% | +51 | New |
| Frazier Financial Advisors, LLC | 50 | $4.25K | 0.00% | −62−55.4% | Reduced |
| Tompkins Financial Corp | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 49 | $4.16K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.16K | 0.00% | – | New |
