| Ritter Daniher Financial Advisory, LLC | 740 | $42.0K | 0.03% | −13−1.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 727 | $41.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 712 | $41.0K | 0.06% | +712 | New |
| CVA Family Office, LLC | 707 | $40.0K | 0.01% | −477−40.3% | Reduced |
| Norway Savings Bank | 704 | $40.0K | 0.02% | −93−11.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 693 | $39.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 670 | $38.0K | 0.00% | −147−18.0% | Reduced |
| Close Asset Management Ltd | 667 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 675 | $38.0K | 0.02% | +675 | New |
| Financial Perspectives, Inc | 661 | $37.5K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 654 | $37.0K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 638 | $36.0K | 0.02% | −58−8.3% | Reduced |
| Hall Laurie J Trustee | 644 | $36.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 634 | $36.0K | 0.01% | +162+34.3% | Added |
| Amplius Wealth Advisors, LLC | 644 | $36.0K | 0.00% | +644 | New |
| Private Ocean, LLC | 618 | $35.0K | 0.00% | +69+12.6% | Added |
| BerganKDV Wealth Management, LLC | 596 | $34.0K | 0.00% | +141+31.0% | Added |
| AGF Investments LLC | 597 | $34.0K | 0.00% | +597 | New |
| Aquatic Capital Management LLC | 600 | $34.0K | 0.07% | +600 | New |
| Tradition Wealth Management, LLC | 579 | $33.0K | 0.00% | −5,280−90.1% | Reduced |
| Princeton Global Asset Management LLC | 567 | $32.0K | 0.01% | −100−15.0% | Reduced |
| MV Capital Management, Inc. | 571 | $32.0K | 0.00% | +188+49.1% | Added |
| Signet Financial Management, LLC | 560 | $32.0K | 0.00% | +560 | New |
| Ironwood Wealth Management, Inc. | 552 | $31.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 546 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 546 | $31.0K | 0.00% | +30+5.8% | Added |
| Chilton Capital Management LLC | 546 | $31.0K | 0.00% | +546 | New |
| Elmwood Wealth Management, Inc. | 543 | $31.0K | 0.01% | +543 | New |
| Montag A & Associates Inc | 524 | $30.0K | 0.00% | −123−19.0% | Reduced |
| Freedman Financial Associates, Inc. | 537 | $30.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 523 | $30.0K | 0.03% | +523 | New |
| Baystate Wealth Management LLC | 517 | $29.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 515 | $29.0K | 0.02% | +6+1.2% | Added |
| Steward Financial Group LLC | 527 | $29.0K | 0.03% | +527 | New |
| Edge Wealth Management LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 502 | $28.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 495 | $28.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 470 | $27.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 475 | $27.0K | 0.01% | +475 | New |
| Missouri Trust & Investment Co | 475 | $27.0K | 0.02% | +475 | New |
| Institutional & Family Asset Management, LLC | 457 | $26.0K | 0.00% | −80−14.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 463 | $26.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 450 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 466 | $26.0K | 0.01% | +150+47.5% | Added |
| Equitec Proprietary Markets, LLC | 464 | $26.0K | 0.01% | +464 | New |
| Lloyd Advisory Services, LLC. | 452 | $26.0K | 0.01% | +452 | New |
| Sittner & Nelson, LLC | 449 | $25.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 426 | $24.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 424 | $24.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 431 | $24.0K | 0.01% | +16+3.9% | Added |
| Disciplined Investments, LLC | 417 | $24.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 419 | $24.0K | 0.00% | +200+91.3% | Added |
| Smith, Moore & Co. | 415 | $24.0K | 0.00% | +415 | New |
| EverSource Wealth Advisors, LLC | 404 | $24.0K | 0.01% | +404 | New |
| Ahl Investment Management, Inc. | 427 | $24.0K | 0.02% | +427 | New |
| West Paces Advisors Inc. | 405 | $23.0K | 0.01% | −78−16.1% | Reduced |
| First Community Trust NA | 392 | $22.2K | 0.02% | +392 | New |
| Crescent Capital Consulting, LLC | 377 | $22.0K | 0.00% | +12+3.3% | Added |
| Rock Creek Group, LP | 363 | $21.0K | 0.00% | −99−21.4% | Reduced |
| Focused Wealth Management, Inc | 371 | $21.0K | 0.00% | +26+7.5% | Added |
| Wagner Wealth Management, LLC | 368 | $21.0K | 0.02% | +42+12.9% | Added |
| Charter Oak Capital Management, LLC | 367 | $21.0K | 0.00% | +367 | New |
| SOA Wealth Advisors, LLC. | 369 | $20.0K | 0.00% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 353 | $20.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 346 | $20.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 356 | $20.0K | 0.01% | +356 | New |
| Bivin & Associates, Inc. | 346 | $20.0K | 0.02% | +346 | New |
| Tompkins Financial Corp | 340 | $19.0K | 0.00% | −135−28.4% | Reduced |
| Newton One Investments LLC | 341 | $19.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 338 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 337 | $19.0K | 0.00% | +20+6.3% | Added |
| Pittenger & Anderson Inc | 318 | $18.0K | 0.00% | −20−5.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 316 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 321 | $18.0K | 0.01% | +40+14.2% | Added |
| Raffa Wealth Management, LLC | 303 | $17.2K | 0.01% | −13−4.1% | Reduced |
| Valley National Advisers Inc | 307 | $17.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 294 | $17.0K | 0.01% | +14+5.0% | Added |
| Concorde Financial Corp | 292 | $17.0K | 0.01% | +292 | New |
| Coastal Capital Group, Inc. | 277 | $16.0K | 0.00% | −79−22.2% | Reduced |
| Duncker Streett & Co Inc | 288 | $16.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 286 | $16.0K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 288 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 288 | $16.0K | 0.01% | +288 | New |
| Crewe Advisors LLC | 284 | $16.0K | 0.00% | +284 | New |
| Newbridge Financial Services Group, Inc. | 269 | $15.0K | 0.01% | −299−52.6% | Reduced |
| NewSquare Capital LLC | 268 | $15.0K | 0.00% | −75−21.9% | Reduced |
| First Command Bank | 269 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 262 | $15.0K | 0.02% | +262 | New |
| West Financial Advisors, LLC | 249 | $14.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 248 | $14.0K | 0.01% | +248 | New |
| Toth Financial Advisory Corp | 230 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | – |
| Retirement Group, LLC | 229 | $13.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 235 | $13.0K | 0.00% | +235 | New |
| Gould Capital, LLC | 221 | $13.0K | 0.01% | +221 | New |
| JTC Employer Solutions Trusteee Ltd | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 212 | $12.0K | 0.00% | +64+43.2% | Added |
| Shore Point Advisors, LLC | 204 | $12.0K | 0.01% | +204 | New |
| Tradewinds Capital Management, LLC | 192 | $11.0K | 0.00% | −60−23.8% | Reduced |
| Klaas Financial Asset Advisors, LLC | 203 | $11.0K | 0.00% | +3+1.5% | Added |
