| Strengthening Families & Communities, LLC | 98 | $13.8K | 0.01% | +1+1.0% | Added |
| BFSG, LLC | 95 | $13.4K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 94 | $13.3K | 0.23% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 93 | $13.1K | 0.01% | −23−19.8% | Reduced |
| Avalon Trust Co | 90 | $12.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 89 | $12.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 88 | $12.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 87 | $12.3K | 0.00% | +87 | New |
| Whipplewood Advisors, LLC | 3,200 | $11.7K | 0.01% | +3,110+3,455.6% | Added |
| JNBA Financial Advisors | 76 | $10.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 75 | $10.6K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 75 | $10.6K | 0.01% | +75 | New |
| Dunhill Financial, LLC | 74 | $10.5K | 0.00% | −8−9.8% | Reduced |
| Bangor Savings Bank | 74 | $10.5K | 0.00% | +23+45.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $10.0K | 0.00% | −6,820−99.0% | Reduced |
| Godsey & Gibb Associates | 71 | $10.0K | 0.00% | +71 | New |
| Horizon Bancorp Inc | 72 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 74 | $10.0K | 0.00% | +1+1.4% | Added |
| Ogorek Anthony Joseph | 73 | $10.0K | 0.00% | +73 | New |
| Marshall & Sterling Wealth Advisors Inc. | 69 | $9.86K | 0.01% | −1−1.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 68 | $9.61K | 0.01% | +68 | New |
| Geneos Wealth Management Inc. | 67 | $9.47K | 0.00% | +54+415.4% | Added |
| Fortitude Family Office, LLC | 66 | $9.33K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 65 | $9.20K | 0.01% | −61−48.4% | Reduced |
| Solstein Capital, LLC | 64 | $9.04K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 60 | $8.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 59 | $8.34K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $8.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 56 | $7.91K | 0.00% | +19+51.4% | Added |
| Ameriflex Group, Inc. | 54 | $7.65K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 53 | $7.54K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 52 | $7.35K | 0.00% | +52 | Added |
| City State Bank | 51 | $7.21K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $7.07K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $7.07K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $7.07K | 0.00% | +50 | New |
| American National Bank | 49 | $6.92K | 0.00% | −328−87.0% | Reduced |
| Valued Wealth Advisors LLC | 48 | $6.83K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 48 | $6.78K | 0.00% | +48 | New |
| Rialto Wealth Management, LLC | 47 | $6.64K | 0.00% | +9+23.7% | Added |
| Quent Capital, LLC | 46 | $6.50K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $6.36K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 45 | $6.31K | 0.00% | +1+2.3% | Added |
| WPG Advisers, LLC | 44 | $6.22K | 0.01% | −6−12.0% | Reduced |
| City Holding Co | 44 | $6.22K | 0.00% | +44 | New |
| South State Corp. | 43 | $6.08K | 0.00% | +43 | New |
| Proffitt & Goodson Inc | 43 | $6.08K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $6.08K | 0.01% | +43 | New |
| Harvest Fund Management Co., Ltd | 44 | $6.00K | 0.00% | +32+266.7% | Added |
| Cetera Trust Company, N.A | 41 | $5.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $5.65K | 0.00% | −8−16.7% | Reduced |
| Horizon Financial Services, LLC | 40 | $5.65K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $5.51K | 0.01% | −5−11.4% | Reduced |
| Park Square Financial Group, LLC | 39 | $5.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $5.44K | 0.00% | +20+111.1% | Added |
| Concord Wealth Partners | 38 | $5.37K | 0.00% | +38 | New |
| Hazlett, Burt & Watson, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $4.95K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 35 | $4.95K | 0.00% | −13−27.1% | Reduced |
| Glen Eagle Advisors, LLC | 33 | $4.60K | 0.00% | −94−74.0% | Reduced |
| Sterling Capital Management LLC | 30 | $4.24K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 29 | $4.09K | 0.01% | −176−85.9% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | −4−11.8% | Reduced |
| McClarren Financial Advisors, Inc. | 158 | $4.00K | 0.00% | +158 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $3.96K | 0.00% | +3+12.0% | Added |
| Caldwell Sutter Capital, Inc. | 27 | $3.82K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $3.67K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $3.39K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $3.25K | 0.00% | +16+228.6% | Added |
| SJS Investment Consulting Inc. | 22 | $3.11K | 0.00% | +1+4.8% | Added |
| New Millennium Group LLC | 22 | $3.11K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | −758−96.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 25 | $3.00K | 0.00% | +25 | New |
| Dogwood Wealth Management LLC | 21 | $2.97K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 21 | $2.96K | 0.00% | +21 | New |
| Redwood Park Advisors LLC | 20 | $2.83K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $2.83K | 0.00% | +20 | New |
| ORG Partners LLC | 20 | $2.81K | 0.00% | −4−16.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 19 | $2.69K | 0.00% | +19 | New |
| Winch Advisory Services, LLC | 19 | $2.68K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 15 | $2.12K | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 15 | $2.01K | 0.00% | +5+50.0% | Added |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +4+36.4% | Added |
| TFC Financial Management | 14 | $1.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 11 | $1.55K | 0.00% | −5−31.3% | Reduced |
| Hollencrest Capital Management | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $1.41K | 0.00% | −8−44.4% | Reduced |
| Legacy Wealth Managment, LLC | 10 | $1.41K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $1.41K | 0.00% | +10 | New |
| Lowe Wealth Advisors, LLC | 10 | $1.41K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 9 | $1.27K | 0.00% | +9 | New |
| Mattson Financial Services, LLC | 9 | $1.27K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.13K | 0.00% | −14−63.6% | Reduced |
| Cape Investment Advisory, Inc. | 8 | $1.13K | 0.00% | 00.0% | Unchanged |