| American National Bank | 137 | $34.0K | 0.01% | −212−60.7% | Reduced |
| Tyler-Stone Wealth Management | 139 | $34.0K | 0.02% | +1+0.7% | Added |
| Legend Financial Advisors, Inc. | 140 | $34.7K | 0.03% | +81+137.3% | Added |
| Coston, McIsaac & Partners | 145 | $35.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 145 | $36.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 149 | $37.0K | 0.02% | +149 | New |
| First PREMIER Bank | 150 | $37.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 150 | $37.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 151 | $37.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $37.7K | 0.01% | +58+61.7% | Added |
| M&R Capital Management Inc | 155 | $38.5K | 0.01% | +5+3.3% | Added |
| Annapolis Financial Services, LLC | 156 | $38.8K | 0.01% | −14−8.2% | Reduced |
| James Investment Research Inc | 158 | $39.0K | 0.01% | +8+5.3% | Added |
| Spartan Planning & Wealth Management | 163 | $40.4K | 0.05% | +52+46.8% | Added |
| AXS Investments LLC | 168 | $41.7K | 0.01% | +168 | New |
| SJS Investment Consulting Inc. | 170 | $42.2K | 0.01% | −182−51.7% | Reduced |
| Hexagon Capital Partners LLC | 172 | $42.6K | 0.01% | −94−35.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 174 | $43.2K | 0.02% | +1+0.6% | Added |
| Raffa Wealth Management, LLC | 177 | $43.9K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 180 | $45.0K | 0.00% | −18−9.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 184 | $45.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 185 | $45.9K | 0.01% | +185 | New |
| Tacita Capital Inc | 185 | $46.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 186 | $46.3K | 0.01% | +1+0.5% | Added |
| BDO Wealth Advisors, LLC | 187 | $46.4K | 0.01% | −21−10.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 194 | $48.1K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 209 | $48.7K | 0.03% | +209 | New |
| Point72 Asset Management, L.P. | 197 | $48.9K | 0.00% | +197 | New |
| Gables Capital Management Inc. | 200 | $49.6K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $49.6K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $50.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 216 | $50.3K | 0.01% | +216 | New |
| Cornerstone Planning Group LLC | 218 | $50.6K | 0.02% | +218 | New |
| Duncker Streett & Co Inc | 205 | $50.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 207 | $51.4K | 0.01% | −5−2.4% | Reduced |
| Orion Capital Management LLC | 215 | $53.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 217 | $53.8K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 219 | $54.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 219 | $54.2K | 0.01% | +16+7.9% | Added |
| Thompson Siegel & Walmsley LLC | 221 | $55.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 222 | $55.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 225 | $55.8K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $56.0K | 0.05% | +64+39.8% | Added |
| Castleview Partners, LLC | 226 | $56.1K | 0.05% | −9−3.8% | Reduced |
| Core Wealth Advisors, Inc. | 226 | $56.1K | 0.02% | +153+209.6% | Added |
| Ten Capital Wealth Advisors, LLC | 229 | $56.8K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 232 | $57.6K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 241 | $59.8K | 0.01% | +16+7.1% | Added |
| Covestor Ltd | 245 | $61.0K | 0.05% | −296−54.7% | Reduced |
| Baker Avenue Asset Management, LP | 248 | $61.5K | 0.00% | +248 | New |
| Arcus Capital Partners, LLC | 248 | $61.5K | 0.02% | +248 | New |
| Blue Bell Private Wealth Management, LLC | 250 | $62.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 251 | $62.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 252 | $62.5K | 0.01% | +125+98.4% | Added |
| Versant Capital Management, Inc | 256 | $63.5K | 0.02% | +53+26.1% | Added |
| Newbridge Financial Services Group, Inc. | 257 | $63.8K | 0.04% | +100+63.7% | Added |
| Silvant Capital Management LLC | 274 | $68.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 277 | $68.7K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 293 | $73.0K | 0.03% | −24−7.6% | Reduced |
| Highlander Capital Management, LLC | 296 | $73.0K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 295 | $73.2K | 0.07% | −75−20.3% | Reduced |
| Antonetti Capital Management LLC | 300 | $74.4K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 304 | $75.4K | 0.01% | +200+192.3% | Added |
| Sutton Wealth Advisors Inc. | 313 | $77.7K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 317 | $79.0K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 319 | $79.0K | 0.00% | +184+136.3% | Added |
| Key Financial Inc | 376 | $79.8K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 321 | $79.8K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 325 | $80.6K | 0.01% | +13+4.2% | Added |
| Old Second National Bank of Aurora | 326 | $80.9K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 330 | $82.0K | 0.02% | +330 | New |
| Truvestments Capital LLC | 338 | $83.9K | 0.05% | +13+4.0% | Added |
| MRP Capital Investments, LLC | 340 | $84.4K | 0.09% | +340 | New |
| Coppell Advisory Solutions LLC | 344 | $85.3K | 0.03% | +344 | New |
| Coppell Advisory Solutions Corp. | 344 | $85.3K | 0.03% | +344 | New |
| NVWM, LLC | 350 | $86.8K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 351 | $87.1K | 0.01% | −26−6.9% | Reduced |
| BerganKDV Wealth Management, LLC | 359 | $89.1K | 0.01% | −109−23.3% | Reduced |
| New Hampshire Trust | 361 | $89.6K | 0.02% | +361 | New |
| Rise Advisors, LLC | 363 | $90.0K | 0.07% | +2+0.6% | Added |
| Barrett & Company, Inc. | 379 | $94.0K | 0.06% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 426 | $105.7K | 0.18% | +426 | New |
| Estabrook Capital Management | 441 | $109.4K | 0.02% | 00.0% | Unchanged |
| Motco | 445 | $110.4K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 446 | $110.8K | 0.04% | +446 | New |
| One Wealth Advisors, LLC | 449 | $111.4K | 0.03% | +449 | New |
| West Branch Capital LLC | 450 | $111.7K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 453 | $112.2K | 0.03% | +40+9.7% | Added |
| Plante Moran Financial Advisors, LLC | 477 | $118.3K | 0.02% | −145−23.3% | Reduced |
| Centerpoint Advisors, LLC | 480 | $119.0K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 481 | $119.3K | 0.06% | −36−7.0% | Reduced |
| Center for Financial Planning, Inc. | 498 | $123.6K | 0.03% | −75−13.1% | Reduced |
| Central Bank & Trust Co | 500 | $124.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 509 | $127.0K | 0.01% | −36−6.6% | Reduced |
| Missouri Trust & Investment Co | 510 | $127.0K | 0.08% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 516 | $128.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 518 | $128.5K | 0.03% | +37+7.7% | Added |
| Deseret Mutual Benefit Administrators | 554 | $137.5K | 0.06% | −539−49.3% | Reduced |
| Colonial Trust Advisors | 562 | $139.4K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 563 | $139.7K | 0.12% | +387+219.9% | Added |