| Prestige Wealth Management Group LLC | 225 | $14.6K | 0.00% | +168+294.7% | Added |
| Bell Investment Advisors, Inc | 222 | $14.4K | 0.00% | −18−7.5% | Reduced |
| Valued Wealth Advisors LLC | 206 | $13.4K | 0.01% | −9−4.2% | Reduced |
| NBT Bank N A | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $13.0K | 0.01% | +200 | New |
| Creative Financial Designs Inc | 195 | $12.7K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 193 | $12.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 173 | $11.2K | 0.00% | +170+5,666.7% | Added |
| Kozak & Associates, Inc. | 162 | $10.8K | 0.00% | −82−33.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 165 | $10.7K | 0.00% | −41−19.9% | Reduced |
| Centricity Wealth Management, LLC | 163 | $10.6K | 0.01% | +163 | New |
| Golden State Wealth Management, LLC | 161 | $10.5K | 0.00% | +161 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 160 | $10.4K | 0.00% | −29−15.3% | Reduced |
| Godsey & Gibb Associates | 156 | $10.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 155 | $10.1K | 0.00% | +8+5.4% | Added |
| Bruce G. Allen Investments, LLC | 155 | $10.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 152 | $9.88K | 0.00% | +89+141.3% | Added |
| Zions Bancorporation, N.A. | 146 | $9.49K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 143 | $9.32K | 0.00% | +140+4,666.7% | Added |
| Financial Management Professionals, Inc. | 141 | $9.16K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 140 | $9.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $8.78K | 0.00% | +32+31.1% | Added |
| Highline Wealth Partners LLC | 134 | $8.72K | 0.00% | +32+31.4% | Added |
| WFA Asset Management Corp | 132 | $8.58K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 129 | $8.39K | 0.01% | +129 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 127 | $8.26K | 0.02% | +127 | New |
| Atala Financial Inc | 126 | $8.19K | 0.01% | +126 | New |
| Capital Advisors, Ltd. LLC | 129 | $8.00K | 0.00% | −1−0.8% | Reduced |
| CoreFirst Bank & Trust | 120 | $7.80K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 117 | $7.61K | 0.00% | +67+134.0% | Added |
| Spire Wealth Management | 116 | $7.54K | 0.00% | +2+1.8% | Added |
| MCF Advisors LLC | 115 | $7.47K | 0.00% | +66+134.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 113 | $7.33K | 0.00% | +113 | New |
| Fortitude Family Office, LLC | 108 | $7.02K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 107 | $6.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 102 | $6.63K | 0.00% | +24+30.8% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 98 | $6.37K | 0.00% | +98 | New |
| Avion Wealth | 100 | $6.00K | 0.00% | +7+7.5% | Added |
| Leonteq Securities AG | 90 | $5.85K | 0.00% | −344−79.3% | Reduced |
| Sachetta, LLC | 81 | $5.26K | 0.00% | +4+5.2% | Added |
| Global Financial Private Client, LLC | 81 | $5.26K | 0.00% | +20+32.8% | Added |
| Abound Wealth Management | 81 | $5.26K | 0.00% | +15+22.7% | Added |
| Kathleen S. Wright Associates Inc. | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76 | $4.94K | 0.00% | +2+2.7% | Added |
| WealthTrak Capital Management LLC | 74 | $4.81K | 0.00% | +74 | New |
| Private Wealth Management Group, LLC | 72 | $4.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 72 | $4.68K | 0.00% | +5+7.5% | Added |
| Cedar Wealth Management, LLC | 68 | $4.42K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 67 | $4.36K | 0.00% | −3−4.3% | Reduced |
| SJS Investment Consulting Inc. | 66 | $4.29K | 0.00% | +9+15.8% | Added |
| Barrett & Company, Inc. | 65 | $4.22K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 59 | $3.83K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 59 | $3.83K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $3.33K | 0.00% | +34+200.0% | Added |
| Washington Trust Co | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $3.12K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 46 | $2.99K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 43 | $2.90K | 0.00% | +43 | New |
| Legacy Wealth Managment, LLC | 43 | $2.90K | 0.00% | +43 | New |
| Continuum Advisory, LLC | 44 | $2.86K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $2.86K | 0.00% | +44 | New |
| AdvisorNet Financial, Inc | 41 | $2.67K | 0.00% | −219−84.2% | Reduced |
| WPG Advisers, LLC | 41 | $2.67K | 0.00% | +41 | New |
| Anchor Investment Management, LLC | 35 | $2.27K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 33 | $2.15K | 0.00% | +33 | New |
| Transce3nd, LLC | 32 | $2.08K | 0.00% | +32 | New |
| Carolinas Wealth Consulting LLC | 31 | $2.02K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 30 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 22 | $1.43K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 22 | $1.43K | 0.00% | +22 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $1.40K | 0.00% | −60−75.0% | Reduced |
| Tortoise Investment Management, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 20 | $1.30K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $1.17K | 0.00% | +18 | New |
| JDM Financial Group LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 15 | $975 | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 14 | $914 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $845 | 0.00% | +13 | New |
| Ruedi Wealth Management, Inc. | 12 | $780 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $715 | 0.00% | +11 | New |
| Chesapeake Asset Management LLC | 10 | $650 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $650 | 0.00% | +10 | New |
| Sugar Maple Asset Management, LLC | 10 | $650 | 0.00% | +10 | New |
| Winnow Wealth LLC | 9 | $573 | 0.00% | +9 | New |
| Human Investing LLC | 7 | $455 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $455 | 0.00% | +7 | New |
| Aspect Partners, LLC | 4 | $260 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $260 | 0.00% | +1+33.3% | Added |
| Parallax Volatility Advisers, L.P. | 4 | $260 | 0.00% | +4 | New |
| CNB Bank | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $130 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,211,073−100.0% | Sold out |