| Optimum Investment Advisors | 200 | $117.7K | 0.06% | +10+5.3% | Added |
| Strengthening Families & Communities, LLC | 195 | $115.0K | 0.05% | −125−39.1% | Reduced |
| Tyler-Stone Wealth Management | 194 | $114.0K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 191 | $112.0K | 0.02% | −12−5.9% | Reduced |
| Grove Bank & Trust | 184 | $108.3K | 0.02% | +84+84.0% | Added |
| Headinvest, LLC | 185 | $107.7K | 0.02% | +185 | New |
| Winch Advisory Services, LLC | 162 | $95.0K | 0.03% | +6+3.8% | Added |
| Duncker Streett & Co Inc | 161 | $94.8K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 156 | $91.8K | 0.02% | +156 | New |
| Bogart Wealth, LLC | 142 | $83.6K | 0.01% | +67+89.3% | Added |
| Geneos Wealth Management Inc. | 142 | $83.6K | 0.00% | +68+91.9% | Added |
| West Tower Group, LLC | 140 | $82.4K | 0.04% | −35−20.0% | Reduced |
| Washington Trust Advisors, Inc. | 138 | $81.0K | 0.01% | +16+13.1% | Added |
| Hollencrest Capital Management | 136 | $80.1K | 0.01% | −34−20.0% | Reduced |
| Beacon Capital Management, LLC | 109 | $79.0K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 132 | $77.7K | 0.02% | −365−73.4% | Reduced |
| HHM Wealth Advisors, LLC | 128 | $75.3K | 0.01% | +75+141.5% | Added |
| Ancora Advisors, LLC | 128 | $75.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 125 | $73.6K | 0.01% | −693−84.7% | Reduced |
| Carolinas Wealth Consulting LLC | 122 | $72.8K | 0.02% | −19−13.5% | Reduced |
| Pacifica Partners Inc. | 125 | $72.7K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 121 | $71.0K | 0.00% | +31+34.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 119 | $70.1K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 118 | $69.0K | 0.00% | +118 | New |
| Harbor Investment Advisory, LLC | 113 | $66.5K | 0.01% | −598−84.1% | Reduced |
| Toth Financial Advisory Corp | 113 | $66.5K | 0.01% | +6+5.6% | Added |
| Laffer Tengler Investments | 112 | $65.9K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 110 | $64.9K | 0.01% | +100+1,000.0% | Added |
| Trivant Custom Portfolio Group, LLC | 105 | $61.8K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 102 | $60.0K | 0.02% | +102 | New |
| Ameliora Wealth Management Ltd. | 100 | $58.9K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 100 | $58.9K | 0.03% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 101 | $58.8K | 0.02% | +101 | New |
| Orion Capital Management LLC | 98 | $57.7K | 0.04% | +98 | New |
| Impact Partnership Wealth, LLC | 97 | $57.1K | 0.02% | +59+155.3% | Added |
| Financial Connections Group, Inc. | 97 | $57.0K | 0.07% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 95 | $55.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 94 | $55.0K | 0.04% | −667−87.6% | Reduced |
| Farther Finance Advisors, LLC | 88 | $51.9K | 0.01% | +19+27.5% | Added |
| Baker Avenue Asset Management, LP | 86 | $50.6K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 83 | $48.9K | 0.03% | +83 | New |
| Column Capital Advisors, LLC | 81 | $47.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 81 | $47.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 80 | $47.0K | 0.01% | +80 | New |
| America First Investment Advisors, LLC | 78 | $45.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $45.5K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 76 | $44.7K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 74 | $43.6K | 0.05% | +73+7,300.0% | Added |
| Institutional & Family Asset Management, LLC | 73 | $43.0K | 0.01% | −2−2.7% | Reduced |
| FinTrust Capital Advisors, LLC | 71 | $41.8K | 0.01% | −6−7.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 69 | $40.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 65 | $38.3K | 0.00% | +17+35.4% | Added |
| Rise Advisors, LLC | 64 | $37.7K | 0.03% | +20+45.5% | Added |
| First Financial Corp | 62 | $36.5K | 0.02% | +62 | New |
| Piscataqua Savings Bank | 60 | $35.3K | 0.03% | +5+9.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 59 | $34.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 57 | $34.2K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 58 | $34.1K | 0.02% | −3−4.9% | Reduced |
| Cornerstone Planning Group LLC | 56 | $33.0K | 0.01% | +2+3.7% | Added |
| Steward Financial Group LLC | 55 | $32.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 52 | $30.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $29.7K | 0.01% | +10+25.0% | Added |
| Addison Advisors LLC | 48 | $28.3K | 0.01% | +33+220.0% | Added |
| Trust Co of Vermont | 46 | $27.1K | 0.00% | −21−31.3% | Reduced |
| Carmel Capital Partners, LLC | 45 | $26.5K | 0.01% | +30+200.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 43 | $25.3K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 41 | $24.1K | 0.00% | +10+32.3% | Added |
| Retirement Group, LLC | 41 | $24.1K | 0.01% | −21−33.9% | Reduced |
| GW&K Investment Management, LLC | 39 | $23.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 39 | $23.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $22.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $22.4K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 38 | $22.4K | 0.02% | +38 | New |
| Perkins Coie Trust Co | 38 | $22.4K | 0.01% | +2+5.6% | Added |
| Mar Vista Investment Partners LLC | 36 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 37 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $20.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 35 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $20.6K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 35 | $20.6K | 0.00% | +35 | New |
| Larson Financial Group LLC | 34 | $20.2K | 0.00% | +1+3.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $20.1K | 0.01% | +34 | New |
| Sugarloaf Wealth Management, LLC | 33 | $19.4K | 0.00% | −2−5.7% | Reduced |
| Atlantic Private Wealth, LLC | 31 | $18.4K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 31 | $18.2K | 0.00% | −340−91.6% | Reduced |
| Creative Financial Designs Inc | 31 | $18.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $17.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 30 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $17.1K | 0.00% | −1−3.3% | Reduced |
| Manchester Capital Management LLC | 29 | $17.1K | 0.00% | +5+20.8% | Added |
| Plante Moran Financial Advisors, LLC | 29 | $17.1K | 0.00% | +25+625.0% | Added |
| HBC Financial Services, PLLC | 30 | $17.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 29 | $17.0K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 28 | $16.5K | 0.00% | +28 | New |
| Carmichael Hill & Associates, Inc. | 27 | $15.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 26 | $15.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 25 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $14.7K | 0.00% | +2+8.7% | Added |
| Trifecta Capital Advisors, LLC | 25 | $14.7K | 0.00% | +25 | New |
| Missouri Trust & Investment Co | 23 | $13.5K | 0.01% | 00.0% | Unchanged |