| Moisand Fitzgerald Tamayo, LLC | 990 | $34.9K | 0.01% | +14+1.4% | Added |
| Lowe Wealth Advisors, LLC | 976 | $34.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 948 | $33.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 865 | $32.8K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 912 | $32.2K | 0.05% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 908 | $32.0K | 0.00% | −2,529,085−100.0% | Reduced |
| Missouri Trust & Investment Co | 900 | $31.8K | 0.02% | +784+675.9% | Added |
| Salem Investment Counselors Inc | 892 | $31.5K | 0.00% | −67−7.0% | Reduced |
| Coastal Capital Group, Inc. | 888 | $31.3K | 0.01% | +3+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 882 | $31.1K | 0.01% | −216−19.7% | Reduced |
| Clearview Wealth Advisors LLC | 870 | $30.7K | 0.03% | +299+52.4% | Added |
| SRS Capital Advisors, Inc. | 868 | $30.6K | 0.00% | −18−2.0% | Reduced |
| Global Financial Private Client, LLC | 852 | $30.6K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 859 | $30.3K | 0.01% | +859 | New |
| Ruedi Wealth Management, Inc. | 824 | $29.1K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 837 | $29.1K | 0.01% | −1,225−59.4% | Reduced |
| Colonial Trust Co | 820 | $28.9K | 0.01% | +180+28.1% | Added |
| Parkside Financial Bank & Trust | 814 | $28.7K | 0.01% | +304+59.6% | Added |
| New Millennium Group LLC | 812 | $28.7K | 0.03% | +7+0.9% | Added |
| Intrepid Capital Management Inc | 802 | $28.3K | 0.02% | +802 | New |
| Hoertkorn Richard Charles | 800 | $28.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 765 | $27.0K | 0.01% | −13−1.7% | Reduced |
| Kelly Financial Services LLC | 758 | $26.8K | 0.01% | +8+1.1% | Added |
| Miller Wealth Advisors, LLC | 732 | $25.8K | 0.02% | +707+2,828.0% | Added |
| TD Capital Management LLC | 720 | $25.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 688 | $24.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 685 | $24.2K | 0.01% | −1,000−59.3% | Reduced |
| Covestor Ltd | 680 | $24.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 680 | $24.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 663 | $23.4K | 0.01% | −495−42.7% | Reduced |
| Coppell Advisory Solutions LLC | 658 | $23.3K | 0.01% | +658 | New |
| Lee Financial Co | 633 | $22.3K | 0.00% | −300−32.2% | Reduced |
| WFA of San Diego, LLC | 613 | $21.6K | 0.02% | +613 | New |
| Glen Eagle Advisors, LLC | 609 | $21.5K | 0.00% | +204+50.4% | Added |
| Castleview Partners, LLC | 600 | $21.2K | 0.02% | +500+500.0% | Added |
| Arlington Partners LLC | 594 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 575 | $20.0K | 0.02% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 561 | $19.8K | 0.01% | +561 | New |
| Sutton Wealth Advisors Inc. | 559 | $19.7K | 0.01% | +559 | New |
| Hanson & Doremus Investment Management | 528 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 538 | $19.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 543 | $19.0K | 0.02% | +305+128.2% | Added |
| American National Bank | 529 | $18.7K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 510 | $18.0K | 0.01% | −13,896−96.5% | Reduced |
| Spotlight Asset Group, Inc. | 500 | $17.6K | 0.02% | +500 | New |
| Financial Management Professionals, Inc. | 479 | $17.0K | 0.00% | −528−52.4% | Reduced |
| Safeguard Financial, LLC | 500 | $17.0K | 0.01% | +500 | New |
| Mechanics Financial Corp | 475 | $16.8K | 0.01% | +475 | New |
| Motco | 465 | $16.4K | 0.00% | −198−29.9% | Reduced |
| CVA Family Office, LLC | 465 | $16.4K | 0.00% | +28+6.4% | Added |
| Front Row Advisors LLC | 445 | $16.0K | 0.01% | +129+40.8% | Added |
| Sugarloaf Wealth Management, LLC | 437 | $15.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 429 | $15.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 396 | $14.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 400 | $14.1K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 353 | $12.5K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 342 | $12.1K | 0.01% | +4+1.2% | Added |
| CKW Financial Group | 327 | $12.0K | 0.00% | +1+0.3% | Added |
| Farmers & Merchants Investments Inc | 340 | $12.0K | 0.00% | −51−13.0% | Reduced |
| Founders Capital Management | 323 | $11.4K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 320 | $11.3K | 0.00% | −2,646−89.2% | Reduced |
| GW&K Investment Management, LLC | 307 | $11.0K | 0.00% | +307 | New |
| Bellevue Asset Management, LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 300 | $10.6K | 0.00% | +300 | New |
| CGC Financial Services, LLC | 296 | $10.4K | 0.01% | +296 | New |
| Citizens National Bank Trust Department | 295 | $10.4K | 0.00% | −250−45.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $10.0K | 0.01% | +121+69.5% | Added |
| BerganKDV Wealth Management, LLC | 279 | $9.84K | 0.00% | +3+1.1% | Added |
| Kozak & Associates, Inc. | 256 | $9.21K | 0.00% | +5+2.0% | Added |
| PrairieView Partners, LLC | 264 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $8.82K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 250 | $8.82K | 0.00% | +250 | New |
| IAG Wealth Partners, LLC | 240 | $8.47K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 229 | $8.08K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 229 | $8.07K | 0.00% | −323−58.5% | Reduced |
| Prestige Wealth Management Group LLC | 226 | $7.98K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 200 | $7.06K | 0.01% | +200 | New |
| Harel Insurance Investments & Financial Services Ltd. | 208 | $7.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $7.00K | 0.00% | +200 | New |
| Register Financial Advisors LLC | 186 | $6.57K | 0.00% | +2+1.1% | Added |
| Carmel Capital Partners, LLC | 182 | $6.42K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 180 | $6.35K | 0.00% | −25,302−99.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 173 | $6.11K | 0.00% | +133+332.5% | Added |
| AllSquare Wealth Management LLC | 164 | $5.74K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 161 | $5.68K | 0.00% | +52+47.7% | Added |
| West Branch Capital LLC | 151 | $5.33K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $5.29K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 146 | $5.15K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 139 | $4.91K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 106 | $4.00K | 0.00% | −68−39.1% | Reduced |
| TFC Financial Management | 113 | $3.99K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $3.95K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 110 | $3.88K | 0.00% | +110 | New |
| Guardian Wealth Management, Inc. | 108 | $3.81K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $3.53K | 0.00% | −738−88.1% | Reduced |
| Wolff Wiese Magana LLC | 100 | $3.53K | 0.00% | −250−71.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 91 | $3.21K | 0.00% | +1+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 90 | $3.18K | 0.00% | +90 | New |
| 25 LLC | 86 | $3.14K | 0.00% | 00.0% | Unchanged |
