| UMA Financial Services, Inc. | 735 | $28.0K | 0.00% | +735 | New |
| Twin Lakes Capital Management, LLC | 730 | $27.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 725 | $27.6K | 0.01% | +2+0.3% | Added |
| Laurel Wealth Advisors LLC | 723 | $27.5K | 0.00% | +600+487.8% | Added |
| Archer Investment Corp | 718 | $27.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 707 | $26.9K | 0.01% | −1−0.1% | Reduced |
| Cypress Capital Management LLC (WY) | 705 | $26.8K | 0.03% | −10−1.4% | Reduced |
| Founders Capital Management | 700 | $26.7K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 700 | $26.7K | 0.03% | +700 | New |
| Proffitt & Goodson Inc | 699 | $26.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 692 | $26.4K | 0.02% | +74+12.0% | Added |
| Glass Jacobson Investment Advisors llc | 689 | $26.2K | 0.01% | +156+29.3% | Added |
| Christopher J. Hasenberg, Inc | 680 | $25.9K | 0.01% | −520−43.3% | Reduced |
| Mizuho Bank, Ltd. | 670 | $25.5K | 0.01% | +670 | New |
| Asset Planning,Inc | 665 | $25.3K | 0.02% | +665 | New |
| Richards, Merrill & Peterson, Inc. | 600 | $22.8K | 0.01% | +600 | New |
| Orion Capital Management LLC | 600 | $22.8K | 0.01% | +600 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 594 | $22.6K | 0.04% | +226+61.4% | Added |
| Tompkins Financial Corp | 591 | $22.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 586 | $22.3K | 0.01% | +19+3.4% | Added |
| Flagship Wealth Advisors, LLC | 577 | $22.0K | 0.01% | +577 | New |
| Adirondack Trust Co | 570 | $21.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 568 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 565 | $21.5K | 0.01% | +1+0.2% | Added |
| Quarry LP | 551 | $21.0K | 0.00% | −1,791−76.5% | Reduced |
| Union Savings Bank | 550 | $20.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 537 | $20.4K | 0.00% | +30+5.9% | Added |
| Cherry Tree Wealth Management, LLC | 534 | $20.3K | 0.01% | −23−4.1% | Reduced |
| West Paces Advisors Inc. | 530 | $20.2K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 518 | $19.7K | 0.02% | +518 | New |
| Halbert Hargrove Global Advisors, LLC | 508 | $19.4K | 0.00% | +508 | New |
| Cullen/Frost Bankers, Inc. | 507 | $19.3K | 0.00% | −158−23.8% | Reduced |
| Harvest Fund Management Co., Ltd | 494 | $19.0K | 0.00% | −3,647−88.1% | Reduced |
| Castleview Partners, LLC | 501 | $19.0K | 0.01% | +1+0.2% | Added |
| Signature Resources Capital Management, LLC | 497 | $18.9K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 473 | $18.0K | 0.00% | +90+23.5% | Added |
| Modus Advisors, LLC | 462 | $17.6K | 0.01% | +462 | New |
| Lee Danner & Bass Inc | 450 | $17.1K | 0.00% | +450 | New |
| FSA Wealth Management LLC | 435 | $16.6K | 0.01% | −482−52.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 431 | $16.4K | 0.01% | −200−31.7% | Reduced |
| Sittner & Nelson, LLC | 423 | $16.1K | 0.01% | −365−46.3% | Reduced |
| Anchor Investment Management, LLC | 419 | $16.0K | 0.00% | −28−6.3% | Reduced |
| Maryland Capital Advisors Inc. | 408 | $15.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 400 | $15.0K | 0.00% | −146−26.7% | Reduced |
| Avion Wealth | 405 | $15.0K | 0.00% | +11+2.8% | Added |
| Dunhill Financial, LLC | 381 | $14.5K | 0.01% | +83+27.9% | Added |
| Runnymede Capital Advisors, Inc. | 381 | $14.5K | 0.01% | +381 | New |
| 1620 Investment Advisors, Inc. | 380 | $14.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 378 | $14.4K | 0.00% | −100−20.9% | Reduced |
| GHP Investment Advisors, Inc. | 367 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 360 | $13.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 354 | $13.5K | 0.00% | −603−63.0% | Reduced |
| Bell Investment Advisors, Inc | 354 | $13.5K | 0.00% | −35−9.0% | Reduced |
| Vermillion Wealth Management, Inc. | 352 | $13.4K | 0.01% | +352 | New |
| South State Corp. | 350 | $13.3K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 350 | $13.3K | 0.01% | +350 | New |
| Beacon Capital Management, LLC | 349 | $13.3K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 314 | $12.0K | 0.01% | +314 | New |
| Mattson Financial Services, LLC | 231 | $11.5K | 0.00% | +231 | New |
| Cassady Schiller Wealth Management, LLC | 302 | $11.5K | 0.00% | +67+28.5% | Added |
| Country Trust Bank | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 298 | $11.3K | 0.00% | +46+18.3% | Added |
| Valued Wealth Advisors LLC | 289 | $11.0K | 0.01% | +3+1.0% | Added |
| Delta Asset Management LLC | 279 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 280 | $10.6K | 0.00% | +79+39.3% | Added |
| REAP Financial Group, LLC | 275 | $10.5K | 0.00% | −392−58.8% | Reduced |
| Main Street Group, LTD | 272 | $10.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 270 | $10.2K | 0.01% | +270 | New |
| Peoples Financial Services Corp. | 268 | $10.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 265 | $10.1K | 0.00% | −357−57.4% | Reduced |
| Abound Wealth Management | 264 | $10.1K | 0.00% | −42−13.7% | Reduced |
| BankPlus Trust Department | 263 | $10.0K | 0.00% | +263 | New |
| Pathway Financial Advisers, LLC | 255 | $9.69K | 0.00% | +1+0.4% | Added |
| YANKCOM Partnership | 252 | $9.60K | 0.01% | +252 | New |
| Cornerstone Planning Group LLC | 261 | $9.57K | 0.00% | −84−24.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 250 | $9.52K | 0.00% | −162−39.3% | Reduced |
| Asset Dedication, LLC | 248 | $9.44K | 0.00% | −1,925−88.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 230 | $9.00K | 0.00% | −39−14.5% | Reduced |
| Cape Investment Advisory, Inc. | 235 | $8.96K | 0.00% | −65−21.7% | Reduced |
| Core Alternative Capital | 231 | $8.80K | 0.00% | +6+2.7% | Added |
| BFSG, LLC | 230 | $8.76K | 0.00% | −16−6.5% | Reduced |
| WPG Advisers, LLC | 225 | $8.57K | 0.01% | +225 | New |
| Bangor Savings Bank | 218 | $8.29K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 234 | $8.00K | 0.00% | +234 | New |
| Aventura Private Wealth, LLC | 209 | $7.96K | 0.00% | +209 | New |
| Activest Wealth Management | 204 | $7.77K | 0.00% | +191+1,469.2% | Added |
| Johnson Financial Group, Inc. | 215 | $7.74K | 0.00% | −9,096−97.7% | Reduced |
| PFS Partners, LLC | 203 | $7.72K | 0.00% | +1+0.5% | Added |
| Chilton Capital Management LLC | 202 | $7.69K | 0.00% | −397−66.3% | Reduced |
| Evermay Wealth Management LLC | 202 | $7.69K | 0.00% | −45−18.2% | Reduced |
| POM Investment Strategies, LLC | 201 | $7.65K | 0.01% | −125−38.3% | Reduced |
| Prudent Man Investment Management, Inc. | 200 | $7.62K | 0.00% | +200 | New |
| Dixon Mitchell Investment Counsel Inc. | 197 | $7.50K | 0.00% | +197 | New |
| Chesapeake Asset Management LLC | 188 | $7.16K | 0.01% | −5−2.6% | Reduced |
| Fortitude Family Office, LLC | 185 | $7.04K | 0.00% | −125−40.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 172 | $6.54K | 0.00% | −117−40.5% | Reduced |
| Clark Wealth Partners | 163 | $6.22K | 0.00% | +163 | New |
| Synergy Financial Management, LLC | 113 | $5.64K | 0.00% | +113 | New |
| Whipplewood Advisors, LLC | 146 | $5.56K | 0.00% | +146 | New |
