| Golden State Wealth Management, LLC | 68 | $15.4K | 0.00% | +68 | New |
| Kestra Investment Management, LLC | 71 | $16.2K | 0.00% | +71 | New |
| Johnson Financial Group, Inc. | 68 | $16.8K | 0.00% | −1,375−95.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 79 | $18.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 80 | $18.1K | 0.00% | −5−5.9% | Reduced |
| Park Square Financial Group, LLC | 80 | $18.1K | 0.01% | +80 | New |
| Truvestments Capital LLC | 86 | $19.6K | 0.01% | +29+50.9% | Added |
| RE Dickinson Investment Advisors, LLC | 86 | $19.6K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 89 | $20.2K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 90 | $20.4K | 0.01% | +22+32.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 90 | $20.4K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 90 | $20.4K | 0.02% | +90 | New |
| Richardson Financial Services Inc. | 91 | $20.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 91 | $20.6K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 92 | $20.9K | 0.00% | +92 | New |
| Tucker Asset Management LLC | 93 | $21.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 97 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $22.7K | 0.01% | +100 | New |
| New Age Alpha Advisors, LLC | 101 | $22.9K | 0.00% | +37+57.8% | Added |
| Hexagon Capital Partners LLC | 103 | $23.4K | 0.00% | +31+43.1% | Added |
| Indiana Trust & Investment Management CO | 104 | $23.6K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 104 | $23.6K | 0.01% | +104 | New |
| Bogart Wealth, LLC | 105 | $23.8K | 0.00% | +22+26.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 105 | $23.9K | 0.00% | +14+15.4% | Added |
| Boyd Watterson Asset Management LLC | 106 | $24.0K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 107 | $24.3K | 0.03% | +107 | New |
| MV Capital Management, Inc. | 107 | $24.3K | 0.00% | −6−5.3% | Reduced |
| Bank of Jackson Hole Trust | 111 | $25.2K | 0.02% | +111 | New |
| Investors Research Corp | 112 | $25.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 112 | $25.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 113 | $25.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $26.0K | 0.00% | −26−18.6% | Reduced |
| Bollard Group LLC | 114 | $26.0K | 0.00% | +1+0.9% | Added |
| Headlands Technologies LLC | 126 | $28.6K | 0.00% | −2,955−95.9% | Reduced |
| Ogorek Anthony Joseph | 128 | $29.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 128 | $29.1K | 0.01% | +55+75.3% | Added |
| Sierra Ocean, LLC | 129 | $29.3K | 0.02% | +129 | New |
| Blue Bell Private Wealth Management, LLC | 131 | $29.7K | 0.01% | −60−31.4% | Reduced |
| Consultiva Wealth Management, Corp. | 133 | $30.2K | 0.15% | +133 | New |
| DiNuzzo Private Wealth, Inc. | 133 | $30.2K | 0.00% | +1+0.8% | Added |
| CGC Financial Services, LLC | 140 | $31.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 140 | $31.8K | 0.00% | +9+6.9% | Added |
| Picton Mahoney Asset Management | 142 | $32.0K | 0.00% | +54+61.4% | Added |
| McIlrath & Eck, LLC | 142 | $32.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 147 | $33.4K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 148 | $33.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 155 | $35.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 156 | $35.3K | 0.02% | +1+0.6% | Added |
| Mascoma Wealth Management LLC | 156 | $35.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $36.7K | 0.01% | −40−19.8% | Reduced |
| WPG Advisers, LLC | 164 | $37.2K | 0.03% | +164 | New |
| Westside Investment Management, Inc. | 167 | $37.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 167 | $37.9K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 170 | $38.6K | 0.03% | +170 | New |
| Pin Oak Investment Advisors Inc | 160 | $39.0K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 175 | $39.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 179 | $40.0K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 178 | $40.3K | 0.03% | +4+2.3% | Added |
| NVWM, LLC | 179 | $40.6K | 0.01% | +1+0.6% | Added |
| Valley National Advisers Inc | 185 | $41.0K | 0.01% | −2−1.1% | Reduced |
| Hemington Wealth Management | 189 | $42.0K | 0.01% | +8+4.4% | Added |
| Carolinas Wealth Consulting LLC | 186 | $42.1K | 0.01% | −264−58.7% | Reduced |
| North Star Investment Management Corp. | 187 | $42.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 188 | $42.7K | 0.02% | +188 | New |
| JFS Wealth Advisors, LLC | 194 | $44.0K | 0.00% | +24+14.1% | Added |
| Abound Wealth Management | 196 | $44.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $45.4K | 0.02% | −175−46.7% | Reduced |
| TruNorth Capital Management, LLC | 200 | $45.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $45.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 207 | $47.0K | 0.01% | +22+11.9% | Added |
| Versant Capital Management, Inc | 208 | $47.2K | 0.01% | +73+54.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 210 | $47.6K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 216 | $49.0K | 0.02% | +216 | New |
| Asset Dedication, LLC | 219 | $49.7K | 0.00% | +15+7.4% | Added |
| Pinnacle Bancorp, Inc. | 220 | $49.9K | 0.02% | −25−10.2% | Reduced |
| Pacifica Partners Inc. | 221 | $50.1K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 222 | $50.4K | 0.03% | −1,450−86.7% | Reduced |
| VSM Wealth Advisory, LLC | 227 | $51.5K | 0.02% | +227 | New |
| Salem Investment Counselors Inc | 227 | $51.5K | 0.00% | −7−3.0% | Reduced |
| Millstone Evans Group, LLC | 230 | $52.2K | 0.04% | +230 | New |
| Trifecta Capital Advisors, LLC | 231 | $52.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 234 | $53.1K | 0.02% | +20+9.3% | Added |
| Princeton Global Asset Management LLC | 239 | $54.2K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 240 | $54.7K | 0.00% | −112−31.8% | Reduced |
| Union Bancaire Privee, UBP SA | 305 | $55.2K | 0.00% | +305 | New |
| Piscataqua Savings Bank | 245 | $55.6K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $56.7K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 250 | $56.7K | 0.02% | +250 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $57.0K | 0.02% | −5−2.0% | Reduced |
| Loomis Sayles & Co L P | 253 | $57.0K | 0.00% | +87+52.4% | Added |
| Tortoise Investment Management, LLC | 251 | $57.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 264 | $59.9K | 0.01% | +18+7.3% | Added |
| LRI Investments, LLC | 266 | $60.3K | 0.01% | −324−54.9% | Reduced |
| Sunbelt Securities, Inc. | 270 | $61.2K | 0.01% | −42−13.5% | Reduced |
| Cromwell Holdings LLC | 271 | $61.5K | 0.04% | −484−64.1% | Reduced |
| Nemes Rush Group LLC | 271 | $61.5K | 0.01% | +23+9.3% | Added |
| Bruce G. Allen Investments, LLC | 280 | $63.5K | 0.05% | +2+0.7% | Added |
| Kennebec Savings Bank | 269 | $63.5K | 0.06% | +77+40.1% | Added |
| Financial Network Wealth Advisors LLC | 284 | $64.4K | 0.12% | −390−57.9% | Reduced |
