| Glassy Mountain Advisors, Inc. | 158 | $51.5K | 0.03% | +158 | New |
| Bank of New Hampshire | 150 | $49.0K | 0.01% | −170−53.1% | Reduced |
| Old North State Trust, LLC | 150 | $49.0K | 0.03% | +100+200.0% | Added |
| Legacy Bridge, LLC | 139 | $45.3K | 0.03% | +139 | New |
| JFS Wealth Advisors, LLC | 138 | $45.0K | 0.00% | −14−9.2% | Reduced |
| My Personal CFO, LLC | 135 | $44.0K | 0.04% | +135 | New |
| Armstrong Advisory Group, Inc | 133 | $43.4K | 0.01% | +133 | New |
| Sutton Wealth Advisors Inc. | 129 | $42.1K | 0.02% | −32−19.9% | Reduced |
| Colonial Trust Advisors | 127 | $41.4K | 0.01% | +127 | New |
| Ellevest, Inc. | 123 | $40.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 119 | $38.7K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 117 | $38.2K | 0.01% | +52+80.0% | Added |
| TD Ameritrade Investment Management, LLC | 117 | $38.0K | 0.00% | −25−17.6% | Reduced |
| Tortoise Investment Management, LLC | 115 | $37.5K | 0.01% | −36−23.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 109 | $35.6K | 0.04% | +109 | New |
| MCF Advisors LLC | 107 | $34.9K | 0.00% | +34+46.6% | Added |
| Accurate Wealth Management, LLC | 108 | $34.8K | 0.01% | +108 | New |
| Montag A & Associates Inc | 106 | $34.6K | 0.00% | +46+76.7% | Added |
| Tucker Asset Management LLC | 104 | $34.3K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $34.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $33.6K | 0.01% | +15+17.0% | Added |
| Hexagon Capital Partners LLC | 102 | $33.3K | 0.01% | +15+17.2% | Added |
| Knuff & Co LLC | 100 | $32.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $32.6K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 100 | $32.6K | 0.02% | +100 | New |
| Peoples Financial Services Corp. | 100 | $32.6K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 93 | $30.3K | 0.02% | +93 | New |
| CarsonAllaria Wealth Management, Ltd. | 91 | $30.0K | 0.03% | +91 | New |
| Ritter Daniher Financial Advisory LLC | 90 | $29.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 90 | $29.0K | 0.04% | +27+42.9% | Added |
| Plante Moran Financial Advisors, LLC | 85 | $27.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 83 | $27.1K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 160 | $26.1K | 0.01% | +80+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 79 | $25.8K | 0.00% | +79 | New |
| Hanson & Doremus Investment Management | 78 | $25.0K | 0.01% | −47−37.6% | Reduced |
| North Star Investment Management Corp. | 76 | $24.9K | 0.00% | +21+38.2% | Added |
| Copeland Capital Management, LLC | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 70 | $23.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 71 | $23.0K | 0.00% | +23+47.9% | Added |
| Newbridge Financial Services Group, Inc. | 69 | $22.5K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 69 | $22.5K | 0.01% | +69 | New |
| Dark Forest Capital Management LP | 66 | $21.5K | 0.01% | −627−90.5% | Reduced |
| JNBA Financial Advisors | 66 | $21.5K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 65 | $21.2K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 63 | $20.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 63 | $20.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $20.2K | 0.01% | +62 | New |
| Ten Capital Wealth Advisors, LLC | 58 | $18.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 58 | $18.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $18.6K | 0.01% | +31+119.2% | Added |
| Strengthening Families & Communities, LLC | 54 | $18.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 53 | $17.3K | 0.00% | +6+12.8% | Added |
| Institutional & Family Asset Management, LLC | 52 | $17.0K | 0.00% | +2+4.0% | Added |
| High Net Worth Advisory Group LLC | 51 | $16.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 51 | $16.5K | 0.01% | +1+2.0% | Added |
| Legend Financial Advisors, Inc. | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 48 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 50 | $16.0K | 0.00% | +50 | New |
| Abound Wealth Management | 49 | $16.0K | 0.01% | +21+75.0% | Added |
| Bourgeon Capital Management LLC | 49 | $15.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 48 | $15.7K | 0.00% | −4−7.7% | Reduced |
| Addison Advisors LLC | 48 | $15.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 47 | $15.4K | 0.00% | −5−9.6% | Reduced |
| Perritt Capital Management Inc | 46 | $15.0K | 0.01% | +46 | New |
| Schubert & Co | 45 | $14.7K | 0.01% | +5+12.5% | Added |
| Larson Financial Group LLC | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 44 | $14.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $13.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 40 | $13.0K | 0.00% | +40 | New |
| Luken Investment Analytics, LLC | 39 | $12.7K | 0.01% | +39 | New |
| Pin Oak Investment Advisors Inc | 36 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 326 | $11.5K | 0.12% | −4,264−92.9% | Reduced |
| Red Tortoise LLC | 35 | $11.4K | 0.01% | +35 | New |
| Johnson Financial Group, Inc. | 34 | $11.1K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 34 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $10.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $10.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 31 | $10.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 31 | $10.1K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 32 | $10.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 29 | $9.46K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 29 | $9.46K | 0.00% | +29 | New |
| Perkins Coie Trust Co | 29 | $9.46K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 28 | $9.17K | 0.00% | +28 | New |
| Glen Eagle Advisors, LLC | 28 | $9.14K | 0.00% | −17−37.8% | Reduced |
| Quarry LP | 28 | $9.13K | 0.01% | +28 | New |
| HighMark Wealth Management LLC | 25 | $8.15K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $8.15K | 0.00% | −2−7.4% | Reduced |
| Kelly Financial Services LLC | 25 | $8.15K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 24 | $8.00K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 22 | $7.03K | 0.00% | +22 | New |
| Essex Investment Management Co LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $6.85K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 21 | $6.85K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $6.20K | 0.00% | +19 | New |
| McIlrath & Eck, LLC | 18 | $5.87K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 18 | $5.87K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 16 | $5.22K | 0.00% | 00.0% | Unchanged |