| Tidemark, LLC | 27 | $15.7K | 0.00% | +1+3.8% | Added |
| Rialto Wealth Management, LLC | 26 | $15.1K | 0.00% | +26 | New |
| LGT Financial Advisors LLC | 26 | $15.1K | 0.09% | 00.0% | Unchanged |
| Quattro Advisors LLC | 26 | $15.1K | 0.01% | +26 | New |
| Dunhill Financial, LLC | 25 | $14.5K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $14.5K | 0.00% | +3+13.6% | Added |
| Evermay Wealth Management LLC | 23 | $13.4K | 0.00% | +23 | New |
| Medallion Wealth Advisors, LLC | 23 | $13.4K | 0.00% | −2−8.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23 | $13.4K | 0.00% | −86−78.9% | Reduced |
| GW&K Investment Management, LLC | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 22 | $12.8K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 22 | $12.8K | 0.01% | +6+37.5% | Added |
| Ancora Advisors, LLC | 22 | $12.8K | 0.00% | +11+100.0% | Added |
| St Germain D J Co Inc | 22 | $12.8K | 0.00% | +15+214.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $12.6K | 0.00% | −10−32.3% | Reduced |
| Creative Financial Designs Inc | 21 | $12.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 21 | $12.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $11.6K | 0.00% | −25−55.6% | Reduced |
| MCF Advisors LLC | 20 | $11.6K | 0.00% | +12+150.0% | Added |
| 1620 Investment Advisors, Inc. | 20 | $11.6K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 19 | $11.0K | 0.00% | −36−65.5% | Reduced |
| Costello Asset Management, INC | 19 | $11.0K | 0.00% | +19 | New |
| Cromwell Holdings LLC | 17 | $9.87K | 0.01% | −146−89.6% | Reduced |
| TD Capital Management LLC | 17 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 16 | $9.29K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 16 | $9.29K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 16 | $9.29K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 16 | $9.29K | 0.01% | +1+6.7% | Added |
| Godfrey Financial Associates, Inc. | 16 | $9.29K | 0.01% | +16 | New |
| Centerpoint Advisors, LLC | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 15 | $8.80K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 15 | $8.71K | 0.00% | −6−28.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 15 | $8.71K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 15 | $8.71K | 0.00% | 00.0% | Unchanged |
| Trust Co | 15 | $8.71K | 0.00% | +1+7.1% | Added |
| Prestige Wealth Management Group LLC | 14 | $8.13K | 0.00% | +5+55.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 14 | $8.13K | 0.00% | +14 | New |
| Atlantic Trust, LLC | 13 | $7.55K | 0.00% | −4−23.5% | Reduced |
| UMA Financial Services, Inc. | 13 | $7.55K | 0.00% | −3−18.8% | Reduced |
| Rachor Investment Advisory Services, LLC | 13 | $7.55K | 0.00% | +13 | New |
| Mark Sheptoff Financial Planning, LLC | 13 | $7.55K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 13 | $7.55K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $7.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $7.55K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $7.55K | 0.00% | +13 | New |
| Bravera Wealth | 13 | $7.55K | 0.00% | +13 | New |
| Hazlett, Burt & Watson, Inc. | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $6.97K | 0.00% | −5−29.4% | Reduced |
| Hallmark Capital Management Inc | 12 | $6.97K | 0.00% | +12 | New |
| Maseco LLP | 11 | $6.39K | 0.00% | +11 | New |
| Strategic Wealth Advisors LLC | 12 | $6.00K | 0.01% | +12 | New |
| Your Advocates Ltd., LLP | 10 | $5.81K | 0.00% | −2−16.7% | Reduced |
| Arlington Trust Co LLC | 10 | $5.81K | 0.00% | −2−16.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $5.81K | 0.00% | +10 | New |
| Luken Investment Analytics, LLC | 10 | $5.81K | 0.00% | +10 | New |
| Evolution Wealth Management Inc. | 10 | $5.81K | 0.00% | +10 | New |
| Arbor Wealth Management LLC | 10 | $5.81K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 9 | $5.23K | 0.00% | −606−98.5% | Reduced |
| Financial Consulate, Inc | 9 | $5.23K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $5.23K | 0.00% | +4+80.0% | Added |
| CX Institutional | 8 | $5.00K | 0.00% | +8 | New |
| Elyxium Wealth, LLC | 8 | $4.91K | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 8 | $4.65K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 8 | $4.65K | 0.00% | +8 | New |
| Seneschal Advisors, LLC | 7 | $4.07K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $4.07K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 7 | $4.07K | 0.00% | +7 | New |
| Acumen Wealth Advisors, LLC | 7 | $4.07K | 0.00% | +7 | New |
| Park Place Capital Corp | 7 | $4.07K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $3.88K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $3.48K | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 6 | $3.48K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $3.48K | 0.00% | −2−25.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6 | $3.48K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6 | $3.48K | 0.00% | +5+500.0% | Added |
| Battery Global Advisors, LLC | 6 | $3.48K | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $3.48K | 0.00% | +6 | New |
| Valley National Advisers Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.90K | 0.00% | −7−58.3% | Reduced |
| Godsey & Gibb Associates | 5 | $2.90K | 0.00% | −6−54.5% | Reduced |
| Bullock Wealth Management Group | 5 | $2.90K | 0.00% | −5−50.0% | Reduced |
| Rossby Financial, LCC | 5 | $2.90K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $2.90K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $2.90K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $2.90K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $2.90K | 0.00% | +4+400.0% | Added |
| Cypress Capital Management LLC (WY) | 5 | $2.90K | 0.00% | +5 | New |
| Independence Bank of Kentucky | 5 | $2.90K | 0.00% | +5 | New |
| Tucker Asset Management LLC | 5 | $2.90K | 0.00% | +5 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.90K | 0.00% | +5 | New |
| Blume Capital Management, Inc. | 4 | $2.32K | 0.00% | −5−55.6% | Reduced |
| Ameriflex Group, Inc. | 4 | $2.32K | 0.00% | −4−50.0% | Reduced |
| Stephens Consulting, LLC | 4 | $2.32K | 0.00% | +4 | New |
| McGuire Capital Advisors Inc | 4 | $2.32K | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $2.32K | 0.00% | +3+300.0% | Added |
| Smithfield Trust Co | 2 | $2.00K | 0.00% | −11−84.6% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 3 | $1.74K | 0.00% | 00.0% | Unchanged |