| North Star Investment Management Corp. | 148 | $20.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 148 | $20.6K | 0.00% | +11+8.0% | Added |
| Venturi Wealth Management, LLC | 146 | $20.3K | 0.00% | +10+7.4% | Added |
| Pinnacle Bancorp, Inc. | 144 | $20.0K | 0.01% | −68−32.1% | Reduced |
| Geneos Wealth Management Inc. | 142 | $19.7K | 0.00% | −243−63.1% | Reduced |
| Aspire Private Capital, LLC | 141 | $19.6K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 136 | $18.9K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 133 | $18.5K | 0.00% | −30−18.4% | Reduced |
| GeoWealth Management, LLC | 128 | $18.0K | 0.00% | +122+2,033.3% | Added |
| CoreFirst Bank & Trust | 129 | $17.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 128 | $17.8K | 0.00% | −14−9.9% | Reduced |
| Bangor Savings Bank | 125 | $17.4K | 0.00% | +125 | New |
| Hollencrest Capital Management | 121 | $16.8K | 0.00% | +1+0.8% | Added |
| Versant Capital Management, Inc | 119 | $16.5K | 0.01% | +7+6.3% | Added |
| CNB Bank | 117 | $16.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 118 | $16.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 114 | $15.8K | 0.01% | +45+65.2% | Added |
| Stone House Investment Management, LLC | 110 | $15.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 110 | $15.3K | 0.00% | +110 | New |
| Clearview Wealth Advisors LLC | 102 | $14.2K | 0.01% | +10+10.9% | Added |
| RFP Financial Group LLC | 101 | $14.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 101 | $14.0K | 0.01% | +101 | New |
| Steward Financial Group LLC | 105 | $14.0K | 0.00% | +105 | New |
| Gables Capital Management Inc. | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 99 | $13.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 97 | $13.5K | 0.00% | −66,349−99.9% | Reduced |
| City Holding Co | 95 | $13.2K | 0.00% | −118−55.4% | Reduced |
| Front Row Advisors LLC | 96 | $13.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $12.6K | 0.00% | −7−7.1% | Reduced |
| ORG Partners LLC | 89 | $12.6K | 0.00% | +89 | New |
| West Tower Group, LLC | 88 | $12.2K | 0.01% | +88 | New |
| Laurel Wealth Advisors LLC | 86 | $11.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 82 | $11.4K | 0.00% | −9−9.9% | Reduced |
| WealthPlan Investment Management, LLC | 81 | $11.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 80 | $11.1K | 0.00% | +6+8.1% | Added |
| Cohen & Steers, Inc. | 78 | $11.0K | 0.00% | −27−25.7% | Reduced |
| Marquette Asset Management, LLC | 79 | $11.0K | 0.00% | +79 | New |
| Trust Co of Vermont | 71 | $9.86K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $9.86K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 68 | $9.45K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 68 | $9.45K | 0.00% | +68 | New |
| DT Investment Partners, LLC | 62 | $8.51K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 60 | $8.33K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $6.95K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $6.95K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $6.95K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $6.95K | 0.00% | +50 | New |
| Perkins Coie Trust Co | 49 | $6.81K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $6.67K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 48 | $6.67K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 48 | $6.57K | 0.00% | +48 | New |
| Washington Trust Co | 46 | $6.39K | 0.00% | +9+24.3% | Added |
| Global Wealth Strategies & Associates | 45 | $6.25K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $6.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 43 | $5.97K | 0.00% | +43 | New |
| Disciplined Investments, LLC | 41 | $5.70K | 0.00% | −5−10.9% | Reduced |
| Raffa Wealth Management, LLC | 39 | $5.42K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $5.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $5.00K | 0.00% | −14−28.0% | Reduced |
| Hantz Financial Services, Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $4.86K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 35 | $4.86K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 34 | $4.72K | 0.00% | +34 | New |
| First Command Financial Services, Inc. | 34 | $4.72K | 0.00% | +34 | New |
| Cape Investment Advisory, Inc. | 33 | $4.58K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 32 | $4.45K | 0.00% | −69−68.3% | Reduced |
| USA Financial Portformulas Corp | 31 | $4.31K | 0.01% | −219−87.6% | Reduced |
| Paladin Advisory Group, LLC | 31 | $4.31K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 35 | $4.00K | 0.00% | +35 | New |
| Insight Financial Services | 26 | $3.61K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $3.47K | 0.00% | −112−81.8% | Reduced |
| Clear Investment Research, LLC | 24 | $3.33K | 0.01% | +21+700.0% | Added |
| Focused Wealth Management, Inc | 23 | $3.19K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $3.00K | 0.00% | +8+80.0% | Added |
| Bollard Group LLC | 20 | $3.00K | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 21 | $2.92K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $2.50K | 0.00% | −13−41.9% | Reduced |
| Godsey & Gibb Associates | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 16 | $2.22K | 0.00% | +16 | New |
| Lee Financial Co | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 15 | $2.08K | 0.00% | +15 | New |
| Strengthening Families & Communities, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Sofos Investments, Inc. | 139 | $1.95K | 0.01% | +139 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 13 | $1.80K | 0.00% | +13 | New |
| Cedar Wealth Management, LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 10 | $1.39K | 0.00% | −112−91.8% | Reduced |
| True Wealth Design, LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.11K | 0.00% | −35−81.4% | Reduced |
| Tyler-Stone Wealth Management | 10 | $1.00K | 0.00% | +10 | New |