| Davis Capital Management | 103 | $59.1K | 0.05% | 00.0% | Unchanged |
| SWAN Capital LLC | 103 | $59.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 90 | $57.6K | 0.00% | −100−52.6% | Reduced |
| Richardson Capital Management LLC | 100 | $57.3K | 0.04% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $57.3K | 0.05% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $57.3K | 0.05% | +100 | New |
| PFS Partners, LLC | 98 | $56.2K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 84 | $54.0K | 0.02% | +84 | New |
| West Paces Advisors Inc. | 94 | $53.8K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 88 | $50.4K | 0.03% | −23−20.7% | Reduced |
| Longview Financial Advisors LLC | 88 | $50.4K | 0.03% | +88 | New |
| Valued Wealth Advisors LLC | 86 | $49.4K | 0.03% | +35+68.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $49.3K | 0.03% | +87 | New |
| Park Place Capital Corp | 86 | $49.2K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 86 | $49.2K | 0.05% | +86 | New |
| Parkworth Wealth Management, Inc. | 86 | $49.2K | 0.04% | +86 | New |
| Compass Wealth Management LLC | 85 | $48.7K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 85 | $48.7K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 84 | $48.1K | 0.00% | −6−6.7% | Reduced |
| Clark Wealth Partners | 84 | $47.8K | 0.04% | +84 | New |
| TruNorth Capital Management, LLC | 83 | $47.5K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 82 | $47.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $46.6K | 0.01% | −33−28.9% | Reduced |
| Coppell Advisory Solutions LLC | 81 | $46.4K | 0.01% | −2−2.4% | Reduced |
| Front Row Advisors LLC | 81 | $46.4K | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 80 | $45.8K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 80 | $45.8K | 0.02% | +80 | New |
| Truvestments Capital LLC | 79 | $45.4K | 0.01% | +10+14.5% | Added |
| Wingate Wealth Advisors, Inc. | 78 | $44.7K | 0.04% | +78 | New |
| New Millennium Group LLC | 78 | $44.4K | 0.03% | −11−12.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 77 | $44.1K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 77 | $44.1K | 0.01% | +77 | New |
| Chelsea Counsel Co | 75 | $42.9K | 0.02% | −300−80.0% | Reduced |
| Country Trust Bank | 75 | $42.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 73 | $41.6K | 0.00% | −216−74.7% | Reduced |
| Raffa Wealth Management, LLC | 71 | $40.7K | 0.01% | +2+2.9% | Added |
| Promus Capital, LLC | 70 | $40.1K | 0.03% | +70 | New |
| Sellwood Investment Partners LLC | 68 | $38.9K | 0.02% | +68 | New |
| Talon Private Wealth, LLC | 66 | $37.8K | 0.01% | +44+200.0% | Added |
| Bank & Trust Co | 65 | $37.2K | 0.03% | −4−5.8% | Reduced |
| Provenance Wealth Advisors, LLC | 65 | $37.2K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 65 | $37.2K | 0.02% | +65 | New |
| Kohmann Bosshard Financial Services, LLC | 65 | $36.9K | 0.00% | +65 | New |
| DT Investment Partners, LLC | 63 | $36.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 63 | $35.9K | 0.01% | +1+1.6% | Added |
| West Branch Capital LLC | 61 | $34.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 61 | $34.9K | 0.02% | +61 | New |
| Moisand Fitzgerald Tamayo, LLC | 60 | $34.4K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 59 | $33.8K | 0.02% | +14+31.1% | Added |
| Whipplewood Advisors, LLC | 59 | $33.8K | 0.02% | +59 | New |
| SJS Investment Consulting Inc. | 57 | $32.8K | 0.01% | −3−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 57 | $32.6K | 0.00% | −13−18.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 56 | $32.1K | 0.06% | −69−55.2% | Reduced |
| Sound Income Strategies, LLC | 56 | $31.9K | 0.00% | −7−11.1% | Reduced |
| First Financial Corp | 54 | $30.9K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 54 | $30.9K | 0.01% | +54 | New |
| Cornerstone Planning Group LLC | 49 | $30.9K | 0.01% | +9+22.5% | Added |
| Morton Brown Family Wealth, LLC | 52 | $30.0K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 52 | $29.7K | 0.02% | +52 | New |
| Financial Perspectives, Inc | 50 | $28.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $28.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $28.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $28.6K | 0.02% | 00.0% | Unchanged |
| Avenir Tech Ltd | 50 | $28.6K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $28.6K | 0.02% | +50 | New |
| Dunhill Financial, LLC | 47 | $26.9K | 0.01% | −124−72.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 46 | $26.3K | 0.00% | −50−52.1% | Reduced |
| Tucker Asset Management LLC | 45 | $25.8K | 0.00% | +10+28.6% | Added |
| Stephens Consulting, LLC | 45 | $25.8K | 0.01% | +45 | New |
| Avion Wealth | 45 | $25.0K | 0.01% | +4+9.8% | Added |
| Van Hulzen Asset Management, LLC | 40 | $22.9K | 0.00% | +40 | New |
| Compass Planning Associates Inc | 40 | $22.9K | 0.02% | +40 | New |
| Pineridge Advisors LLC | 39 | $22.3K | 0.01% | +23+143.8% | Added |
| Accredited Wealth Management, LLC | 38 | $21.8K | 0.02% | +38 | New |
| Albion Financial Group | 37 | $21.2K | 0.00% | +4+12.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35 | $20.0K | 0.01% | +35 | New |
| First Community Trust NA | 34 | $19.5K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 34 | $19.5K | 0.00% | +34 | New |
| Runnymede Capital Advisors, Inc. | 34 | $19.5K | 0.02% | +34 | New |
| FPC Investment Advisory, Inc. | 30 | $19.2K | 0.01% | +30 | New |
| Transcendent Capital Group LLC | 33 | $18.9K | 0.01% | −50−60.2% | Reduced |
| Graney & King, LLC | 33 | $18.9K | 0.01% | +33 | New |
| Bay Harbor Wealth Management, LLC | 29 | $16.4K | 0.01% | +1+3.6% | Added |
| Kiely Wealth Advisory Group, Inc. | 25 | $16.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 28 | $16.0K | 0.00% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 28 | $16.0K | 0.01% | −2,518−98.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 28 | $16.0K | 0.02% | +28 | New |
| New Wave Wealth Advisors LLC | 28 | $16.0K | 0.01% | +28 | New |
| 10Elms LLP | 28 | $16.0K | 0.02% | +28 | New |
| Fairfield Financial Advisors, LTD | 28 | $15.8K | 0.01% | +1+3.7% | Added |
| Red Tortoise LLC | 27 | $15.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $15.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $14.9K | 0.01% | −2−7.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $14.9K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 25 | $14.4K | 0.01% | +25 | New |
| Oliver Lagore Vanvalin Investment Group | 25 | $14.3K | 0.00% | +25 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $14.3K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 24 | $13.8K | 0.01% | +24 | New |
