| HHM Wealth Advisors, LLC | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $2.00K | 0.00% | −1−8.3% | Reduced |
| Boyd Watterson Asset Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $2.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $2.36K | 0.00% | −2−13.3% | Reduced |
| Creative Financial Designs Inc | 13 | $2.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $2.36K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13 | $2.37K | 0.00% | +13 | New |
| Financial Freedom, LLC | 13 | $2.44K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 14 | $2.63K | 0.00% | +1+7.7% | Added |
| Hilltop National Bank | 16 | $2.91K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 16 | $2.91K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $2.91K | 0.00% | +1+6.7% | Added |
| Sandy Spring Bank | 16 | $2.94K | 0.00% | −37−69.8% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $3.09K | 0.00% | −1−5.6% | Reduced |
| McIlrath & Eck, LLC | 17 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $3.09K | 0.00% | +6+54.5% | Added |
| Asset Dedication, LLC | 17 | $3.09K | 0.00% | −5−22.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18 | $3.27K | 0.00% | −2−10.0% | Reduced |
| New Millennium Group LLC | 18 | $3.27K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $3.27K | 0.00% | +2+12.5% | Added |
| Continuum Advisory, LLC | 17 | $3.34K | 0.00% | +7+70.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 17 | $3.40K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 19 | $3.45K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 19 | $3.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $4.00K | 0.00% | −43−66.2% | Reduced |
| Stone House Investment Management, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $4.00K | 0.00% | +2+10.0% | Added |
| Heritage Wealth Advisors | 22 | $4.00K | 0.00% | +16+266.7% | Added |
| TSFG, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $4.18K | 0.00% | −6−20.7% | Reduced |
| Chilton Capital Management LLC | 23 | $4.18K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 23 | $4.18K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 24 | $4.36K | 0.00% | +24 | New |
| Optimum Investment Advisors | 25 | $4.54K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 25 | $4.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $4.55K | 0.00% | −2−7.4% | Reduced |
| TD Capital Management LLC | 26 | $4.64K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 26 | $4.68K | 0.00% | +26 | New |
| Jackson, Grant Investment Advisers, Inc. | 26 | $4.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $4.73K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $4.91K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $4.91K | 0.00% | +2+8.0% | Added |
| PSI Advisors, LLC | 28 | $4.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $5.00K | 0.00% | +22+366.7% | Added |
| Barrett & Company, Inc. | 28 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $5.46K | 0.00% | +10+50.0% | Added |
| Nemes Rush Group LLC | 38 | $5.54K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $5.63K | 0.00% | +3+10.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 32 | $5.82K | 0.00% | +32 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $6.18K | 0.00% | −10−22.7% | Reduced |
| SJS Investment Consulting Inc. | 34 | $6.18K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 35 | $6.36K | 0.00% | −75−68.2% | Reduced |
| TFC Financial Management | 35 | $6.36K | 0.00% | −2−5.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 35 | $6.36K | 0.00% | −1−2.8% | Reduced |
| HM Payson & Co | 35 | $6.36K | 0.00% | +2+6.1% | Added |
| Peoples Financial Services Corp. | 36 | $6.54K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $6.54K | 0.00% | −814−95.8% | Reduced |
| Caldwell Trust Co | 36 | $6.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 36 | $6.54K | 0.00% | +13+56.5% | Added |
| Dunhill Financial, LLC | 37 | $6.71K | 0.00% | +19+105.6% | Added |
| CBIZ Investment Advisory Services, LLC | 37 | $6.72K | 0.00% | +37 | New |
| North Star Investment Management Corp. | 37 | $6.74K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 38 | $6.86K | 0.00% | +30+375.0% | Added |
| Hollencrest Capital Management | 38 | $6.91K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $7.27K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $7.32K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 41 | $7.45K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 43 | $7.82K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $7.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $7.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $8.00K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 44 | $8.08K | 0.00% | +35+388.9% | Added |
| Truvestments Capital LLC | 45 | $8.18K | 0.00% | +45 | New |
| Tortoise Investment Management, LLC | 46 | $8.36K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 46 | $8.36K | 0.00% | +6+15.0% | Added |
| Key Financial Inc | 48 | $8.72K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 48 | $8.74K | 0.01% | +48 | New |
| SOA Wealth Advisors, LLC. | 50 | $9.09K | 0.00% | −3−5.7% | Reduced |
| Global Trust Asset Management, LLC | 51 | $9.27K | 0.00% | +7+15.9% | Added |
| Grove Bank & Trust | 53 | $9.63K | 0.00% | −2−3.6% | Reduced |
| Estabrook Capital Management | 53 | $9.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 56 | $10.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $10.2K | 0.00% | +13+30.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $10.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 59 | $10.7K | 0.01% | −4−6.3% | Reduced |