| Slocum, Gordon & Co LLP | 773 | $147.2K | 0.10% | +773 | New |
| Laffer Tengler Investments | 771 | $146.9K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 757 | $144.2K | 0.05% | 00.0% | Unchanged |
| Arlington Partners LLC | 751 | $143.1K | 0.02% | −28−3.6% | Reduced |
| Symmetry Peak Management LLC | 750 | $142.9K | 0.56% | +750 | New |
| Trustcore Financial Services, LLC | 749 | $142.7K | 0.01% | −19−2.5% | Reduced |
| TFC Financial Management | 726 | $138.3K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 725 | $138.1K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 720 | $137.2K | 0.03% | −624−46.4% | Reduced |
| WFA Asset Management Corp | 707 | $134.6K | 0.09% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 705 | $134.3K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 702 | $134.0K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 701 | $134.0K | 0.03% | +50+7.7% | Added |
| Cedar Mountain Advisors, LLC | 684 | $130.3K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 678 | $129.2K | 0.18% | +61+9.9% | Added |
| Central Bank & Trust Co | 676 | $128.8K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 673 | $128.2K | 0.01% | −65−8.8% | Reduced |
| CVA Family Office, LLC | 673 | $128.2K | 0.03% | −106−13.6% | Reduced |
| Bangor Savings Bank | 664 | $127.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 666 | $126.9K | 0.10% | −268−28.7% | Reduced |
| Cypress Capital Management LLC (WY) | 643 | $122.5K | 0.15% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 632 | $120.4K | 0.14% | +632 | New |
| Burleson & Company, LLC | 631 | $120.2K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 630 | $120.0K | 0.01% | +630 | New |
| Resurgent Financial Advisors LLC | 624 | $118.9K | 0.06% | +624 | New |
| Capital Advisors, Ltd. LLC | 920 | $116.0K | 0.02% | +420+84.0% | Added |
| Focused Wealth Management, Inc | 606 | $115.3K | 0.02% | −30−4.7% | Reduced |
| Avondale Wealth Management | 600 | $114.3K | 0.10% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 595 | $113.0K | 0.04% | 00.0% | Unchanged |
| My Personal CFO, LLC | 580 | $110.5K | 0.11% | +580 | New |
| Vigilant Capital Management, LLC | 577 | $110.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 562 | $107.1K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 561 | $106.9K | 0.01% | +56+11.1% | Added |
| Trust Co | 552 | $105.0K | 0.02% | −12−2.1% | Reduced |
| Arcus Capital Partners, LLC | 545 | $103.9K | 0.04% | +545 | New |
| Atlantic Trust, LLC | 541 | $103.0K | 0.03% | +458+551.8% | Added |
| Sound Income Strategies, LLC | 537 | $102.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 531 | $101.2K | 0.09% | +531 | New |
| Delta Asset Management LLC | 515 | $98.1K | 0.01% | +515 | New |
| TSFG, LLC | 503 | $96.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 502 | $96.0K | 0.04% | +40+8.7% | Added |
| Heritage Wealth Management, LLC | 503 | $95.7K | 0.01% | +337+203.0% | Added |
| Dougherty Wealth Advisers LLC | 499 | $95.1K | 0.16% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $94.0K | 0.00% | +500 | New |
| Costello Asset Management, INC | 491 | $93.5K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 487 | $93.0K | 0.02% | +487 | New |
| Kelly Lawrence W & Associates Inc | 480 | $91.4K | 0.03% | −475−49.7% | Reduced |
| Global Wealth Strategies & Associates | 478 | $91.1K | 0.05% | +478 | New |
| MB, Levis & Associates, LLC | 473 | $90.1K | 0.07% | +473 | New |
| Operose Advisors LLC | 464 | $88.4K | 0.05% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 463 | $88.2K | 0.06% | +463 | New |
| Mark Sheptoff Financial Planning, LLC | 476 | $86.9K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 452 | $86.1K | 0.01% | −255−36.1% | Reduced |
| Global Trust Asset Management, LLC | 440 | $83.8K | 0.04% | +272+161.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 438 | $83.0K | 0.06% | −40−8.4% | Reduced |
| West Financial Advisors, LLC | 433 | $82.5K | 0.02% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 681 | $82.4K | 0.07% | +681 | New |
| Bollard Group LLC | 424 | $81.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 415 | $79.1K | 0.06% | −250−37.6% | Reduced |
| Assetmark, Inc | 408 | $77.7K | 0.00% | +124+43.7% | Added |
| Beaird Harris Wealth Management, LLC | 399 | $76.0K | 0.01% | +71+21.6% | Added |
| Baystate Wealth Management LLC | 401 | $76.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $76.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 390 | $74.2K | 0.04% | −80−17.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 386 | $73.5K | 0.02% | +20+5.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 385 | $73.3K | 0.04% | −54−12.3% | Reduced |
| Kelly Financial Services LLC | 379 | $72.3K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 380 | $72.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 375 | $72.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 375 | $71.4K | 0.02% | +375 | New |
| CarsonAllaria Wealth Management, Ltd. | 371 | $71.0K | 0.06% | +105+39.5% | Added |
| Tilia Fiduciary Partners, Inc. | 373 | $71.0K | 0.07% | −10−2.6% | Reduced |
| JDM Financial Group LLC | 370 | $70.5K | 0.07% | +370 | New |
| Hollencrest Capital Management | 369 | $70.3K | 0.01% | +369 | New |
| Horan Securities, Inc. | 361 | $68.7K | 0.04% | −101−21.9% | Reduced |
| 3Chopt Investment Partners, LLC | 348 | $66.2K | 0.04% | +348 | New |
| Erste Asset Management GmbH | 347 | $66.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 344 | $65.5K | 0.03% | +344 | New |
| VitalStone Financial, LLC | 337 | $65.0K | 0.04% | +337 | New |
| RFP Financial Group LLC | 339 | $64.6K | 0.03% | +339 | New |
| Laurel Wealth Advisors LLC | 330 | $62.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 324 | $61.7K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 323 | $61.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 317 | $60.4K | 0.02% | +317 | New |
| Coppell Advisory Solutions Corp. | 317 | $60.4K | 0.02% | +317 | New |
| Centennial Bank | 316 | $60.2K | 0.03% | +316 | New |
| Front Row Advisors LLC | 311 | $59.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 306 | $58.3K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 305 | $58.1K | 0.03% | +305 | New |
| Western Pacific Wealth Management, LP | 295 | $56.2K | 0.05% | +200+210.5% | Added |
| Wolff Wiese Magana LLC | 290 | $55.2K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 283 | $54.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 285 | $53.8K | 0.02% | +18+6.7% | Added |
| Ten Capital Wealth Advisors, LLC | 278 | $53.0K | 0.02% | −47−14.5% | Reduced |
| PFG Private Wealth Management, LLC | 275 | $52.0K | 0.03% | +158+135.0% | Added |
| Stuart Chaussee & Associates, Inc. | 269 | $51.2K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 268 | $51.1K | 0.01% | +76+39.6% | Added |
| Covestor Ltd | 264 | $50.0K | 0.04% | −311−54.1% | Reduced |
| Level Financial Advisors, Inc. | 264 | $50.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 258 | $49.1K | 0.01% | −255−49.7% | Reduced |