| JPL Wealth Management, LLC | 45 | $20.8K | 0.00% | −26−36.6% | Reduced |
| True Wealth Design, LLC | 44 | $20.2K | 0.00% | −12−21.4% | Reduced |
| Essential Partners LLC | 44 | $20.2K | 0.01% | −11−20.0% | Reduced |
| Evermay Wealth Management LLC | 42 | $19.3K | 0.00% | +19+82.6% | Added |
| Key Financial Inc | 42 | $19.3K | 0.00% | −15−26.3% | Reduced |
| Westfuller Advisors, LLC | 42 | $19.3K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 41 | $18.8K | 0.01% | −32−43.8% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 41 | $18.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $18.8K | 0.00% | +10+32.3% | Added |
| Highline Wealth Partners LLC | 41 | $18.8K | 0.00% | +19+86.4% | Added |
| Fedenia Advisers LLC | 41 | $18.8K | 0.00% | +41 | New |
| Chelsea Counsel Co | 40 | $18.4K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 40 | $18.4K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $18.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $18.4K | 0.00% | +15+60.0% | Added |
| Ogorek Anthony Joseph | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 40 | $17.9K | 0.00% | +40 | New |
| GHP Investment Advisors, Inc. | 38 | $17.4K | 0.00% | −97−71.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 38 | $17.4K | 0.00% | −22−36.7% | Reduced |
| CX Institutional | 37 | $17.0K | 0.00% | +37 | New |
| IFG Advisory, LLC | 37 | $17.0K | 0.00% | +37 | New |
| Cheviot Value Management, LLC | 35 | $16.1K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 35 | $16.1K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 35 | $16.1K | 0.00% | +5+16.7% | Added |
| ZRC Wealth Management, LLC | 35 | $16.1K | 0.00% | +35 | New |
| Park Place Capital Corp | 34 | $15.6K | 0.00% | +27+385.7% | Added |
| Synergy Investment Management, LLC | 29 | $15.2K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 33 | $15.2K | 0.00% | −63−65.6% | Reduced |
| Raffa Wealth Management, LLC | 33 | $15.2K | 0.00% | +3+10.0% | Added |
| Trust Co | 33 | $15.2K | 0.00% | +6+22.2% | Added |
| GW&K Investment Management, LLC | 33 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $14.7K | 0.00% | −4−11.1% | Reduced |
| Alerus Financial NA | 32 | $14.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 31 | $14.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 31 | $14.2K | 0.00% | +1+3.3% | Added |
| Avion Wealth | 31 | $14.0K | 0.00% | −19−38.0% | Reduced |
| Capital Analysts, LLC | 31 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 30 | $13.8K | 0.00% | −11−26.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 30 | $13.8K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 30 | $13.8K | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 30 | $13.6K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 29 | $13.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 28 | $12.9K | 0.00% | +11+64.7% | Added |
| Creative Financial Designs Inc | 27 | $12.4K | 0.00% | −4−12.9% | Reduced |
| Tidemark, LLC | 27 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 26 | $11.9K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 25 | $11.5K | 0.00% | −1−3.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 25 | $11.5K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 25 | $11.5K | 0.01% | +25 | New |
| Abound Wealth Management | 24 | $11.0K | 0.00% | −2−7.7% | Reduced |
| NBT Bank N A | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 24 | $11.0K | 0.01% | +4+20.0% | Added |
| Whipplewood Advisors, LLC | 22 | $10.1K | 0.01% | −46−67.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $10.1K | 0.00% | −3−12.0% | Reduced |
| Center for Financial Planning, Inc. | 22 | $10.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 21 | $9.64K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $9.18K | 0.00% | −15−42.9% | Reduced |
| Albion Financial Group | 20 | $9.18K | 0.00% | −5−20.0% | Reduced |
| Montag A & Associates Inc | 20 | $9.18K | 0.00% | −2−9.1% | Reduced |
| Orion Capital Management LLC | 20 | $9.18K | 0.00% | +10+100.0% | Added |
| Centerpoint Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19 | $8.72K | 0.00% | +2+11.8% | Added |
| Trust Co of Toledo NA | 19 | $8.72K | 0.00% | +19 | New |
| Chilton Capital Management LLC | 18 | $8.27K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 18 | $8.27K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 17 | $7.81K | 0.00% | +2+13.3% | Added |
| TD Capital Management LLC | 17 | $7.80K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 16 | $7.35K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $7.35K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $6.89K | 0.00% | −37−71.2% | Reduced |
| St Germain D J Co Inc | 15 | $6.89K | 0.00% | −2−11.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 15 | $6.89K | 0.00% | −1−6.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 15 | $6.89K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $6.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $6.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $6.43K | 0.00% | +5+55.6% | Added |
| Ameriflex Group, Inc. | 14 | $6.43K | 0.00% | +10+250.0% | Added |
| Strategic Wealth Advisors LLC | 12 | $6.00K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,972 | $5.97K | 0.00% | +5,972 | New |
| Mark Sheptoff Financial Planning, LLC | 13 | $5.97K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 13 | $5.97K | 0.00% | +13 | New |
| J.Safra Asset Management Corp | 12 | $5.51K | 0.00% | −1−7.7% | Reduced |
| Bare Financial Services, Inc | 12 | $5.51K | 0.00% | +2+20.0% | Added |
| Buck Wealth Strategies, LLC | 12 | $5.51K | 0.00% | +12 | New |
| Tounjian Advisory Partners, LLC | 12 | $5.51K | 0.00% | +12 | New |
| Highland Investment Advisors LLC | 12 | $5.51K | 0.00% | +12 | New |
| Financially Speaking Inc | 11 | $5.33K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 11 | $5.05K | 0.00% | +11 | New |
| Fortitude Family Office, LLC | 11 | $5.05K | 0.00% | −7−38.9% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $5.05K | 0.00% | +3+37.5% | Added |
| Hazlett, Burt & Watson, Inc. | 10 | $5.00K | 0.00% | −3−23.1% | Reduced |
| Salem Investment Counselors Inc | 10 | $4.59K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 10 | $4.59K | 0.01% | +10 | New |
| West Paces Advisors Inc. | 10 | $4.59K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 9 | $4.13K | 0.00% | −1−10.0% | Reduced |
| Benson Wealth Management INC | 9 | $4.13K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $4.13K | 0.00% | +9 | New |
| ORG Wealth Partners, LLC | 9 | $4.13K | 0.00% | −2−18.2% | Reduced |
| Bravera Wealth | 8 | $3.67K | 0.00% | −37−82.2% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $3.67K | 0.00% | −2−20.0% | Reduced |
