| Focused Wealth Management, Inc | 37 | $41.5K | 0.01% | +3+8.8% | Added |
| First Personal Financial Services | 38 | $42.4K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 38 | $42.4K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 39 | $43.4K | 0.01% | +39 | New |
| Kempen Capital Management N.V. | 39 | $43.5K | 0.00% | +39 | New |
| PrairieView Partners, LLC | 39 | $44.0K | 0.01% | +25+178.6% | Added |
| Rise Advisors, LLC | 40 | $44.5K | 0.03% | +10+33.3% | Added |
| VitalStone Financial, LLC | 40 | $45.0K | 0.04% | +5+14.3% | Added |
| RE Dickinson Investment Advisors, LLC | 40 | $45.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 40 | $45.0K | 0.01% | +40 | New |
| Financial Synergies Wealth Advisors, Inc. | 81 | $45.3K | 0.01% | −33−28.9% | Reduced |
| SJS Investment Consulting Inc. | 41 | $45.8K | 0.01% | +6+17.1% | Added |
| WealthCollab, LLC | 42 | $46.9K | 0.04% | +42 | New |
| First Pacific Financial | 43 | $48.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 45 | $49.0K | 0.03% | +45 | New |
| Planned Solutions, Inc. | 44 | $49.1K | 0.02% | +44 | New |
| Quarry LP | 47 | $52.5K | 0.03% | +1+2.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 47 | $52.5K | 0.02% | +11+30.6% | Added |
| Sound Income Strategies, LLC | 48 | $53.6K | 0.00% | +9+23.1% | Added |
| Macroview Investment Management LLC | 49 | $54.2K | 0.06% | +13+36.1% | Added |
| First Community Trust NA | 49 | $54.7K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 49 | $54.7K | 0.01% | +15+44.1% | Added |
| Cedar Wealth Management, LLC | 49 | $54.7K | 0.02% | +49 | New |
| Core Wealth Advisors, Inc. | 49 | $54.7K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 49 | $55.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 50 | $55.8K | 0.20% | +50 | New |
| Aspect Partners, LLC | 50 | $55.8K | 0.04% | +50 | New |
| Raffa Wealth Management, LLC | 51 | $56.9K | 0.02% | +5+10.9% | Added |
| Winch Advisory Services, LLC | 53 | $59.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 55 | $61.1K | 0.01% | +5+10.0% | Added |
| Bank of New Hampshire | 55 | $61.4K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $61.4K | 0.01% | +55 | New |
| Creative Capital Management Investments LLC | 56 | $62.5K | 0.04% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 57 | $63.6K | 0.00% | +57 | New |
| Coston, McIsaac & Partners | 58 | $64.0K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 58 | $64.7K | 0.04% | +58 | New |
| Western Pacific Wealth Management, LP | 58 | $64.8K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 71 | $64.8K | 0.03% | −3−4.1% | Reduced |
| HBC Financial Services, PLLC | 60 | $66.0K | 0.05% | +5+9.1% | Added |
| Richardson Financial Services Inc. | 60 | $67.0K | 0.06% | +60 | New |
| Pin Oak Investment Advisors Inc | 60 | $67.0K | 0.07% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $69.2K | 0.04% | −20−24.4% | Reduced |
| Scarborough Advisors, LLC | 65 | $72.6K | 0.01% | +65 | New |
| Tidemark, LLC | 65 | $72.6K | 0.05% | +65 | New |
| Tacita Capital Inc | 68 | $75.9K | 0.06% | −30−30.6% | Reduced |
| Knott David M Jr | 71 | $79.0K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 71 | $79.3K | 0.11% | +65+1,083.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 71 | $79.8K | 0.05% | −1−1.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 72 | $80.4K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 72 | $80.4K | 0.02% | +8+12.5% | Added |
| Signature Resources Capital Management, LLC | 74 | $82.6K | 0.08% | +74 | New |
| Norwood Financial Corp | 75 | $83.7K | 0.13% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 75 | $83.7K | 0.04% | +75 | New |
| Annapolis Financial Services, LLC | 79 | $88.2K | 0.02% | −5−6.0% | Reduced |
| Frazier Financial Advisors, LLC | 81 | $90.5K | 0.08% | +81 | New |
| Ables, Iannone, Moore & Associates, Inc. | 82 | $91.5K | 0.07% | +82 | New |
| Financial Freedom, LLC | 83 | $92.7K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 85 | $94.9K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 86 | $96.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 86 | $96.0K | 0.01% | +1+1.2% | Added |
| Retirement Group, LLC | 88 | $98.2K | 0.04% | −64−42.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 90 | $100.5K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 92 | $102.7K | 0.05% | +55+148.6% | Added |
| Turim 21 Investimentos Ltda. | 94 | $104.9K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 128 | $106.3K | 0.06% | +50+64.1% | Added |
| Operose Advisors LLC | 98 | $109.4K | 0.04% | −80−44.9% | Reduced |
| Park Circle Co | 100 | $111.6K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 100 | $111.6K | 0.02% | +100 | New |
| Bay Harbor Wealth Management, LLC | 102 | $113.9K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 92 | $115.2K | 0.04% | +22+31.4% | Added |
| Lipe & Dalton | 105 | $117.0K | 0.06% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 105 | $117.2K | 0.04% | −36−25.5% | Reduced |
| Tompkins Financial Corp | 105 | $117.2K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 105 | $117.2K | 0.01% | +30+40.0% | Added |
| American Capital Advisory, LLC | 105 | $117.2K | 0.08% | +105 | New |
| Planning Capital Management Corp | 105 | $117.4K | 0.09% | +105 | New |
| Pineridge Advisors LLC | 107 | $119.4K | 0.04% | +107 | New |
| Orion Capital Management LLC | 108 | $120.6K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $121.7K | 0.05% | −4−3.5% | Reduced |
| Providence Wealth Advisors, LLC | 11,146 | $122.2K | 0.15% | +9,037+428.5% | Added |
| Solstein Capital, LLC | 112 | $125.0K | 0.09% | 00.0% | Unchanged |
| Private Ocean, LLC | 115 | $128.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 117 | $130.6K | 0.03% | +15+14.7% | Added |
| TFC Financial Management | 117 | $130.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 118 | $132.1K | 0.04% | −75−38.9% | Reduced |
| Hanson & Doremus Investment Management | 120 | $134.0K | 0.03% | +120 | New |
| Hexagon Capital Partners LLC | 122 | $135.8K | 0.03% | −29−19.2% | Reduced |
| RFP Financial Group LLC | 123 | $137.3K | 0.06% | +4+3.4% | Added |
| Providence Capital Advisors, LLC | 124 | $138.4K | 0.03% | +36+40.9% | Added |
| North Star Investment Management Corp. | 127 | $141.4K | 0.01% | +6+5.0% | Added |
| Mascoma Wealth Management LLC | 128 | $142.9K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 128 | $142.9K | 0.02% | +128 | New |
| Private Wealth Management Group, LLC | 131 | $146.2K | 0.07% | +131 | New |
| Keener Financial Planning LLC | 132 | $147.0K | 0.11% | +132 | New |
| Bell Investment Advisors, Inc | 134 | $149.6K | 0.03% | +21+18.6% | Added |
| City State Bank | 134 | $150.0K | 0.08% | +94+235.0% | Added |
| Arrow Financial Corp | 137 | $152.9K | 0.02% | −8−5.5% | Reduced |
| Hennessy Advisors Inc | 137 | $152.9K | 0.01% | +137 | New |
| REAP Financial Group, LLC | 141 | $157.1K | 0.05% | +141 | New |
| Spotlight Asset Group, Inc. | 193 | $160.3K | 0.15% | 00.0% | Unchanged |