| Spotlight Asset Group, Inc. | 535 | $93.7K | 0.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 454 | $90.0K | 0.00% | −17−3.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 454 | $90.0K | 0.05% | +209+85.3% | Added |
| MCF Advisors LLC | 448 | $89.0K | 0.01% | +61+15.8% | Added |
| Deseret Mutual Benefit Administrators | 445 | $88.4K | 0.05% | −84−15.9% | Reduced |
| O'Dell Group, LLC | 420 | $83.4K | 0.02% | +420 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 399 | $79.2K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 399 | $79.2K | 0.05% | +44+12.4% | Added |
| Atlas Capital Advisors LLC | 385 | $76.4K | 0.01% | −21−5.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 388 | $76.0K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 381 | $75.7K | 0.07% | +381 | New |
| Northwest Financial Advisors | 373 | $74.0K | 0.06% | +373 | New |
| JFS Wealth Advisors, LLC | 370 | $73.5K | 0.01% | +38+11.4% | Added |
| Hantz Financial Services, Inc. | 364 | $72.0K | 0.00% | −2,120−85.3% | Reduced |
| FinTrust Capital Advisors, LLC | 362 | $71.9K | 0.01% | −112−23.6% | Reduced |
| Bell Investment Advisors, Inc | 357 | $70.9K | 0.01% | −4−1.1% | Reduced |
| ZRC Wealth Management, LLC | 400 | $70.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 337 | $66.9K | 0.07% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 331 | $65.7K | 0.05% | +331 | New |
| Independence Bank of Kentucky | 324 | $64.3K | 0.02% | +150+86.2% | Added |
| Plante Moran Financial Advisors, LLC | 323 | $64.1K | 0.01% | +109+50.9% | Added |
| Cape Investment Advisory, Inc. | 319 | $63.3K | 0.03% | +110+52.6% | Added |
| Hexagon Capital Partners LLC | 307 | $61.0K | 0.01% | +8+2.7% | Added |
| Cornerstone Planning Group LLC | 278 | $55.2K | 0.02% | −8−2.8% | Reduced |
| Financial Management Professionals, Inc. | 278 | $55.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 275 | $54.6K | 0.02% | +275 | New |
| Eagle Bay Advisors LLC | 274 | $54.4K | 0.03% | −3−1.1% | Reduced |
| Tradition Wealth Management, LLC | 272 | $54.0K | 0.01% | −22−7.5% | Reduced |
| Washington Trust Advisors, Inc. | 251 | $49.8K | 0.00% | −82−24.6% | Reduced |
| Hallmark Capital Management Inc | 250 | $49.6K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $49.6K | 0.05% | – | – |
| Pacific Capital Wealth Advisors, Inc | 242 | $48.1K | 0.01% | +242 | New |
| Union Savings Bank | 242 | $48.1K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 241 | $47.9K | 0.01% | −1−0.4% | Reduced |
| Arrow Financial Corp | 238 | $47.3K | 0.00% | −79−24.9% | Reduced |
| Harbor Investment Advisory, LLC | 237 | $47.1K | 0.01% | −30−11.2% | Reduced |
| Westside Investment Management, Inc. | 235 | $46.7K | 0.01% | +13+5.9% | Added |
| Hoese & Co LLP | 253 | $46.4K | 0.05% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 241 | $46.3K | 0.03% | +241 | New |
| ORG Partners LLC | 232 | $46.3K | 0.01% | +74+46.8% | Added |
| Arlington Trust Co LLC | 226 | $44.9K | 0.01% | +226 | New |
| Strengthening Families & Communities, LLC | 224 | $44.5K | 0.03% | +1+0.4% | Added |
| Fortitude Family Office, LLC | 224 | $44.5K | 0.03% | +224 | New |
| Kepos Capital LP | 224 | $44.0K | 0.01% | +24+12.0% | Added |
| Core Alternative Capital | 221 | $43.8K | 0.01% | −48−17.8% | Reduced |
| TSFG, LLC | 216 | $43.0K | 0.01% | −36−14.3% | Reduced |
| Tortoise Investment Management, LLC | 211 | $41.9K | 0.01% | +9+4.5% | Added |
| Creative Financial Designs Inc | 209 | $41.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 206 | $41.0K | 0.03% | +1+0.5% | Added |
| Clear Point Advisors Inc. | 202 | $40.1K | 0.04% | +202 | New |
| Missouri Trust & Investment Co | 200 | $39.7K | 0.02% | −9−4.3% | Reduced |
| Strategic Investment Solutions, Inc. | 197 | $39.1K | 0.01% | −12,214−98.4% | Reduced |
| Arlington Partners LLC | 196 | $38.9K | 0.01% | +196 | New |
| Sugarloaf Wealth Management, LLC | 192 | $38.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 193 | $38.0K | 0.00% | −38−16.5% | Reduced |
| West Branch Capital LLC | 186 | $37.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 189 | $37.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 185 | $36.7K | 0.02% | +185 | New |
| South State Corp. | 175 | $34.7K | 0.00% | −100−36.4% | Reduced |
| Pflug Koory, LLC | 168 | $33.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 167 | $33.2K | 0.01% | −46−21.6% | Reduced |
| GW&K Investment Management, LLC | 168 | $33.0K | 0.00% | −15−8.2% | Reduced |
| Northwest Capital Management Inc | 161 | $32.0K | 0.01% | +135+519.2% | Added |
| Stuart Chaussee & Associates, Inc. | 160 | $31.8K | 0.01% | +160 | New |
| BOK Financial Private Wealth, Inc. | 158 | $31.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 157 | $31.2K | 0.03% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 150 | $29.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $29.4K | 0.01% | +148 | New |
| Cetera Trust Company, N.A | 146 | $29.0K | 0.02% | +146 | New |
| Silicon Valley Capital Partners | 141 | $27.9K | 0.00% | +1+0.7% | Added |
| USA Financial Portformulas Corp | 139 | $27.6K | 0.00% | +65+87.8% | Added |
| Canton Hathaway, LLC | 137 | $27.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 133 | $26.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 129 | $25.6K | 0.01% | +65+101.6% | Added |
| Edmond de Rothschild Holding S.A. | 128 | $25.4K | 0.00% | −82−39.0% | Reduced |
| New Millennium Group LLC | 126 | $24.9K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 123 | $24.4K | 0.00% | +4+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 122 | $24.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 122 | $24.2K | 0.00% | +1+0.8% | Added |
| Tfo-TDC, LLC | 120 | $23.8K | 0.00% | −1−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 114 | $22.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 111 | $22.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 116 | $21.9K | 0.01% | −35−23.2% | Reduced |
| Legend Financial Advisors, Inc. | 110 | $21.8K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 110 | $21.8K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 109 | $21.7K | 0.01% | +1+0.9% | Added |
| CVA Family Office, LLC | 109 | $21.6K | 0.00% | +109 | New |
| Abound Wealth Management | 107 | $21.3K | 0.01% | +14+15.1% | Added |
| Avion Wealth | 105 | $21.0K | 0.01% | +6+6.1% | Added |
| Clean Yield Group | 105 | $20.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 119 | $20.8K | 0.02% | +119 | New |
| Paloma Partners Management Co | 104 | $20.6K | 0.00% | +104 | New |
| Close Asset Management Ltd | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 102 | $20.0K | 0.01% | +102 | New |
| AllSquare Wealth Management LLC | 100 | $19.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 98 | $19.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 95 | $18.9K | 0.02% | +95 | New |
| Readystate Asset Management LP | 94 | $18.7K | 0.00% | +94 | New |
| Tyler-Stone Wealth Management | 92 | $18.3K | 0.01% | +67+268.0% | Added |
