| SYSTM Wealth Solutions LLC | 332 | $60.9K | 0.01% | +332 | New |
| Concord Wealth Partners | 329 | $60.3K | 0.01% | −391−54.3% | Reduced |
| Montag A & Associates Inc | 325 | $59.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 312 | $57.2K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 300 | $55.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 300 | $55.0K | 0.00% | +86+40.2% | Added |
| O'Dell Group, LLC | 300 | $55.0K | 0.01% | +300 | New |
| ICA Group Wealth Management, LLC | 299 | $54.7K | 0.01% | +299 | New |
| Fifth Third Bancorp | 291 | $53.4K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 280 | $51.3K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 275 | $50.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 275 | $50.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 267 | $49.0K | 0.01% | +5+1.9% | Added |
| Financial Perspectives, Inc | 267 | $48.9K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 263 | $48.3K | 0.00% | +21+8.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 240 | $47.9K | 0.00% | −160−40.0% | Reduced |
| Optimum Investment Advisors | 250 | $45.8K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 250 | $45.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 250 | $45.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 230 | $43.2K | 0.02% | +80+53.3% | Added |
| Clearstead Advisors, LLC | 230 | $42.2K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 220 | $40.3K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 215 | $39.4K | 0.02% | +215 | New |
| RFP Financial Group LLC | 214 | $39.2K | 0.02% | +106+98.1% | Added |
| Bangor Savings Bank | 209 | $38.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 202 | $37.0K | 0.03% | +202 | New |
| Webster Bank, N. A. | 200 | $36.7K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 186 | $34.1K | 0.03% | +186 | New |
| Harel Insurance Investments & Financial Services Ltd. | 178 | $33.0K | 0.00% | −139−43.8% | Reduced |
| Boyd Watterson Asset Management LLC | 174 | $31.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 165 | $30.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 125 | $30.1K | 0.01% | −70−35.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 162 | $30.0K | 0.00% | −24−12.9% | Reduced |
| Key Financial Inc | 162 | $29.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 157 | $28.8K | 0.00% | +111+241.3% | Added |
| NBC Securities, Inc. | 156 | $28.0K | 0.00% | −57−26.8% | Reduced |
| Silicon Valley Capital Partners | 141 | $25.9K | 0.00% | +1+0.7% | Added |
| Criterion Capital Advisors, LLC | 140 | $25.7K | 0.02% | +140 | New |
| Brown Brothers Harriman & Co | 137 | $25.1K | 0.00% | −108−44.1% | Reduced |
| Bessemer Group Inc | 132 | $25.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 141 | $25.0K | 0.01% | +27+23.7% | Added |
| Bank of New Hampshire | 135 | $24.8K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 129 | $23.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 126 | $23.0K | 0.01% | +1+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 122 | $22.4K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 119 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $20.4K | 0.00% | −5−4.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 111 | $20.4K | 0.01% | +111 | New |
| Highline Wealth Partners LLC | 109 | $20.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 107 | $19.6K | 0.00% | +22+25.9% | Added |
| GW&K Investment Management, LLC | 103 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 101 | $18.5K | 0.00% | −2−1.9% | Reduced |
| Ancora Advisors, LLC | 100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $18.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $18.3K | 0.01% | +100 | New |
| Clarity Asset Management, Inc. | 99 | $18.2K | 0.01% | +99 | New |
| City State Bank | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 94 | $17.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 91 | $16.7K | 0.00% | +91 | New |
| PSI Advisors, LLC | 90 | $16.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 85 | $15.6K | 0.03% | +85 | New |
| Baystate Wealth Management LLC | 82 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 82 | $15.0K | 0.01% | +33+67.3% | Added |
| Cassady Schiller Wealth Management, LLC | 81 | $14.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $14.3K | 0.00% | −154−66.4% | Reduced |
| Glen Eagle Advisors, LLC | 77 | $14.2K | 0.00% | −10−11.5% | Reduced |
| Hantz Financial Services, Inc. | 75 | $14.0K | 0.00% | +74+7,400.0% | Added |
| Harbor Investment Advisory, LLC | 75 | $13.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 70 | $12.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $12.1K | 0.00% | +10+17.9% | Added |
| Jones Financial Companies LLLP | 63 | $11.6K | 0.00% | +44+231.6% | Added |
| Prestige Wealth Management Group LLC | 61 | $11.2K | 0.00% | +50+454.5% | Added |
| Aspect Partners, LLC | 58 | $10.6K | 0.01% | +58 | New |
| Central Bank & Trust Co | 54 | $9.90K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $9.72K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 51 | $9.35K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $9.17K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $9.17K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $9.17K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $9.00K | 0.00% | +50 | New |
| Oliver Lagore Vanvalin Investment Group | 49 | $8.99K | 0.00% | +7+16.7% | Added |
| Arlington Trust Co LLC | 48 | $8.80K | 0.00% | +48 | New |
| Federated Hermes, Inc. | 47 | $8.62K | 0.00% | +27+135.0% | Added |
| Freestone Capital Holdings, LLC | 39 | $7.19K | 0.00% | −3−7.1% | Reduced |
| Creative Capital Management Investments LLC | 39 | $7.15K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 375 | $6.89K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 33 | $6.05K | 0.00% | +15+83.3% | Added |
| Rockbridge Investment Management, LCC | 31 | $5.68K | 0.00% | +31 | New |
| POM Investment Strategies, LLC | 29 | $5.32K | 0.00% | +29 | New |
| Stone House Investment Management, LLC | 28 | $5.16K | 0.00% | +13+86.7% | Added |
| Creekmur Asset Management LLC | 27 | $4.95K | 0.00% | +27 | New |
| Frazier Financial Advisors, LLC | 26 | $4.77K | 0.00% | +26 | New |
| GPS Wealth Strategies Group, LLC | 25 | $4.58K | 0.00% | +25 | New |
| Voisard Asset Management Group, Inc. | 25 | $4.58K | 0.00% | +25 | New |
