| Comprehensive Financial Planning, Inc. | 15 | $29.8K | 0.02% | +15 | New |
| United Financial Planning Group LLC | 15 | $29.8K | 0.02% | +15 | New |
| MPWM Advisory Solutions, LLC | 15 | $29.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $29.9K | 0.01% | +6+66.7% | Added |
| Crews Bank & Trust | 16 | $31.8K | 0.00% | +10+166.7% | Added |
| Tompkins Financial Corp | 16 | $31.8K | 0.00% | +16 | New |
| American Capital Advisory, LLC | 16 | $31.8K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 17 | $33.5K | 0.01% | −9−34.6% | Reduced |
| N.E.W. Advisory Services LLC | 17 | $33.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $35.8K | 0.02% | −14−43.8% | Reduced |
| Alerus Financial NA | 18 | $35.8K | 0.00% | +2+12.5% | Added |
| Brooklyn FI, LLC | 20 | $36.0K | 0.01% | +20 | New |
| Silicon Valley Capital Partners | 18 | $36.8K | 0.00% | +1+5.9% | Added |
| Synergy Investment Management, LLC | 20 | $37.2K | 0.01% | +8+66.7% | Added |
| Gen-Wealth Partners Inc | 19 | $37.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $37.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 19 | $37.8K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 20 | $39.8K | 0.00% | −52−72.2% | Reduced |
| BNP Paribas | 20 | $39.8K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $39.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $39.8K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 20 | $39.8K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 20 | $39.8K | 0.03% | 00.0% | Unchanged |
| Sankala Group LLC | 23 | $41.1K | 0.03% | +1+4.5% | Added |
| Tacita Capital Inc | 21 | $41.8K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $41.8K | 0.01% | +5+31.3% | Added |
| MV Capital Management, Inc. | 22 | $43.8K | 0.00% | +2+10.0% | Added |
| RiverPark Advisors, LLC | 22 | $43.8K | 0.02% | +22 | New |
| TSFG, LLC | 22 | $44.0K | 0.01% | +22 | New |
| Downshift Financial, LLC | 23 | $45.8K | 0.02% | +23 | New |
| Fourth Dimension Wealth, LLC | 24 | $47.7K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 24 | $48.0K | 0.03% | −11−31.4% | Reduced |
| Old Point Trust & Financial Services N A | 25 | $49.7K | 0.02% | +5+25.0% | Added |
| Barrett & Company, Inc. | 25 | $49.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 26 | $51.7K | 0.00% | +3+13.0% | Added |
| Founders Capital Management | 26 | $51.7K | 0.02% | +4+18.2% | Added |
| Kroeger Financial Partners | 26 | $51.7K | 0.05% | +26 | New |
| Truvestments Capital LLC | 27 | $53.7K | 0.01% | −35−56.5% | Reduced |
| Hager Investment Management Services, LLC | 27 | $53.7K | 0.02% | +17+170.0% | Added |
| Caitlin John, LLC | 27 | $54.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $55.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 28 | $55.7K | 0.00% | +5+21.7% | Added |
| Operose Advisors LLC | 28 | $55.7K | 0.01% | +28 | New |
| Atwood & Palmer Inc | 28 | $55.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 29 | $57.2K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 32 | $57.5K | 0.51% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $57.7K | 0.03% | −2−6.5% | Reduced |
| Westfuller Advisors, LLC | 29 | $58.0K | 0.02% | 00.0% | Unchanged |
| Stance Capital LLC | 29 | $58.4K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $59.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $59.7K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $59.7K | 0.03% | +4+15.4% | Added |
| Wolff Wiese Magana LLC | 30 | $59.7K | 0.03% | −19−38.8% | Reduced |
| Birchbrook, Inc. | 30 | $59.7K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 31 | $61.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 31 | $61.7K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 31 | $61.7K | 0.01% | +25+416.7% | Added |
| Beaird Harris Wealth Management, LLC | 31 | $62.4K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 32 | $63.7K | 0.04% | +1+3.2% | Added |
| Catalyst Capital Advisors LLC | 32 | $63.7K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 32 | $63.7K | 0.05% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 60 | $64.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $65.7K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 33 | $65.7K | 0.00% | +19+135.7% | Added |
| TD Capital Management LLC | 33 | $65.9K | 0.01% | −18−35.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 35 | $69.6K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $69.6K | 0.05% | +6+20.7% | Added |
| Aberdeen Wealth Management LLC | 35 | $69.6K | 0.03% | +35 | New |
| Hoey Investments, Inc | 35 | $69.6K | 0.01% | +20+133.3% | Added |
| Abound Wealth Management | 35 | $69.6K | 0.01% | −4−10.3% | Reduced |
| Ogorek Anthony Joseph | 37 | $73.0K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $73.6K | 0.01% | +15+68.2% | Added |
| Cape Investment Advisory, Inc. | 37 | $73.6K | 0.02% | +37 | New |
| Key Financial Inc | 38 | $75.6K | 0.01% | −27−41.5% | Reduced |
| Evolution Wealth Management Inc. | 39 | $77.6K | 0.05% | +1+2.6% | Added |
| High Point Wealth Management, LLC | 39 | $77.7K | 0.06% | +39 | New |
| IAG Wealth Partners, LLC | 40 | $79.6K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $79.6K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 40 | $79.6K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 41 | $81.6K | 0.02% | +41 | New |
| BOK Financial Private Wealth, Inc. | 41 | $81.6K | 0.00% | +41 | New |
| Rocky Mountain Advisers, LLC | 42 | $83.6K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 43 | $85.5K | 0.02% | +7+19.4% | Added |
| JPL Wealth Management, LLC | 43 | $85.5K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 65 | $85.9K | 0.03% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $87.5K | 0.02% | +22+100.0% | Added |
| Thompson Investment Management, Inc. | 45 | $89.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 45 | $89.5K | 0.07% | +19+73.1% | Added |
| Essential Investment Partners LLC | 46 | $91.5K | 0.07% | 00.0% | Unchanged |
| Essential Partners LLC | 47 | $93.5K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $94.5K | 0.02% | −174−78.4% | Reduced |
| Ankerstar Wealth, LLC | 48 | $95.5K | 0.08% | −2−4.0% | Reduced |
| Kennebec Savings Bank | 48 | $95.5K | 0.08% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 49 | $97.2K | 0.00% | +4+8.9% | Added |
| Raffa Wealth Management, LLC | 49 | $97.5K | 0.01% | +4+8.9% | Added |
| West Branch Capital LLC | 50 | $99.5K | 0.02% | −10−16.7% | Reduced |
| WS Portfolio Advisory, LLC | 50 | $99.5K | 2.46% | +50 | New |
| 180 GPS Investments IC Ltd | 50 | $99.5K | 0.07% | +50 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 51 | $101.5K | 0.00% | −848−94.3% | Reduced |
| Fairscale Capital, LLC | 52 | $103.5K | 0.06% | 00.0% | Unchanged |