| Red Tortoise LLC | 562 | $51.1K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 556 | $50.6K | 0.00% | +79+16.6% | Added |
| MV Capital Management, Inc. | 535 | $48.7K | 0.01% | −28−5.0% | Reduced |
| PSI Advisors, LLC | 534 | $48.6K | 0.02% | +1+0.2% | Added |
| FSA Wealth Management LLC | 530 | $48.0K | 0.02% | +530 | New |
| Gradient Investments LLC | 515 | $46.9K | 0.00% | +13+2.6% | Added |
| CNB Bank | 514 | $46.8K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 505 | $46.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $45.5K | 0.02% | −400−44.4% | Reduced |
| DecisionPoint Financial, LLC | 500 | $45.5K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $45.5K | 0.04% | +500 | New |
| Cambridge Trust Co | 490 | $44.6K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 481 | $43.7K | 0.02% | +4+0.8% | Added |
| Cornerstone Planning Group LLC | 480 | $43.6K | 0.01% | −84−14.9% | Reduced |
| Capital Analysts, LLC | 469 | $43.0K | 0.00% | −49−9.5% | Reduced |
| West Financial Advisors, LLC | 472 | $42.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 466 | $42.4K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 460 | $41.8K | 0.03% | +4+0.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 430 | $39.1K | 0.01% | −120−21.8% | Reduced |
| TCTC Holdings, LLC | 424 | $38.6K | 0.00% | −100−19.1% | Reduced |
| Wolff Wiese Magana LLC | 402 | $36.6K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $36.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $36.4K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $36.4K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | – | $36.4K | 0.10% | – | New |
| Hall Laurie J Trustee | 400 | $36.0K | 0.01% | −290−42.0% | Reduced |
| FSC Wealth Advisors, LLC | 390 | $35.5K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 384 | $34.9K | 0.02% | +384 | New |
| Costello Asset Management, INC | 380 | $34.6K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 366 | $33.3K | 0.01% | +366 | New |
| Pathway Financial Advisers, LLC | 361 | $32.8K | 0.01% | +2+0.6% | Added |
| Concord Wealth Partners | 356 | $32.4K | 0.01% | +1+0.3% | Added |
| Abound Wealth Management | 355 | $32.3K | 0.01% | +164+85.9% | Added |
| CVA Family Office, LLC | 355 | $32.3K | 0.01% | +355 | New |
| West Tower Group, LLC | 354 | $32.2K | 0.07% | +354 | New |
| TD Waterhouse Canada Inc. | 317 | $32.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 342 | $31.1K | 0.03% | +342 | New |
| Boyd Watterson Asset Management LLC | 339 | $30.8K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 333 | $30.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 319 | $29.0K | 0.02% | +319 | New |
| JFS Wealth Advisors, LLC | 318 | $28.9K | 0.00% | +15+5.0% | Added |
| Adirondack Trust Co | 329 | $28.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 315 | $28.7K | 0.01% | +315 | New |
| Turtle Creek Wealth Advisors, LLC | 314 | $28.6K | 0.01% | +314 | New |
| Tyler-Stone Wealth Management | 310 | $28.2K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $27.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $27.3K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 300 | $27.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $27.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $26.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 291 | $26.5K | 0.01% | +16+5.8% | Added |
| Ofi Invest Asset Management | 316 | $26.0K | 0.00% | +17+5.7% | Added |
| Altshuler Shaham Ltd | 278 | $25.3K | 0.00% | −34−10.9% | Reduced |
| Retirement Group, LLC | 271 | $24.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 270 | $24.6K | 0.01% | +270 | New |
| First PREMIER Bank | 262 | $24.0K | 0.01% | −5−1.9% | Reduced |
| Carolinas Wealth Consulting LLC | 23,189 | $23.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 249 | $23.2K | 0.01% | +249 | New |
| Blackhill Capital Inc | 253 | $23.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $22.7K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $22.7K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $22.7K | 0.01% | +250 | New |
| Maryland Capital Advisors Inc. | 234 | $21.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 234 | $21.3K | 0.00% | +49+26.5% | Added |
| Aspect Partners, LLC | 230 | $20.9K | 0.01% | +230 | New |
| DB Fitzpatrick & Co, Inc | 222 | $20.2K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 222 | $20.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 220 | $20.0K | 0.01% | −24−9.8% | Reduced |
| Zions Bancorporation, N.A. | 219 | $19.9K | 0.00% | +7+3.3% | Added |
| First Command Advisory Services, Inc. | 214 | $19.5K | 0.00% | −50−18.9% | Reduced |
| Evermay Wealth Management LLC | 209 | $19.0K | 0.00% | +4+2.0% | Added |
| Hartford Financial Management Inc. | 207 | $18.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 206 | $18.7K | 0.01% | +206 | New |
| Webster Bank, N. A. | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $18.2K | 0.02% | +200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $18.2K | 0.01% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 202 | $18.0K | 0.00% | +150+288.5% | Added |
| Glass Jacobson Investment Advisors llc | 197 | $17.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 196 | $17.8K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 192 | $17.5K | 0.02% | +192 | New |
| RFP Financial Group LLC | 187 | $17.0K | 0.01% | +71+61.2% | Added |
| Lee Financial Co | 185 | $16.8K | 0.00% | +38+25.9% | Added |
| Logan Capital Management Inc | 175 | $15.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 171 | $15.6K | 0.00% | +171 | New |
| Fortitude Family Office, LLC | 171 | $15.6K | 0.01% | +171 | New |
| Park Place Capital Corp | 168 | $15.3K | 0.01% | −28−14.3% | Reduced |
| Bell Investment Advisors, Inc | 168 | $15.3K | 0.00% | +27+19.1% | Added |
| Sugarloaf Wealth Management, LLC | 163 | $14.8K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 157 | $14.3K | 0.00% | −11−6.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $14.0K | 0.01% | +150 | New |
| DHJJ Financial Advisors, Ltd. | 153 | $14.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 143 | $13.0K | 0.01% | +143 | New |
| Wetzel Investment Advisors, Inc. | 143 | $13.0K | 0.01% | +143 | New |
| GW&K Investment Management, LLC | 129 | $12.0K | 0.00% | +2+1.6% | Added |
| Operose Advisors LLC | 126 | $11.5K | 0.00% | −157−55.5% | Reduced |
| Resources Management Corp | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $9.10K | 0.00% | 00.0% | Unchanged |