| Salomon & Ludwin, LLC | 170 | $63.3K | 0.01% | +170 | New |
| JFS Wealth Advisors, LLC | 160 | $59.6K | 0.01% | +9+6.0% | Added |
| Covestor Ltd | 159 | $59.0K | 0.04% | −43−21.3% | Reduced |
| Sutton Wealth Advisors Inc. | 158 | $58.8K | 0.03% | +31+24.4% | Added |
| Tortoise Investment Management, LLC | 153 | $57.0K | 0.01% | +8+5.5% | Added |
| Oakworth Capital, Inc. | 152 | $56.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 150 | $55.9K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 150 | $55.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 147 | $54.7K | 0.03% | +4+2.8% | Added |
| Strengthening Families & Communities, LLC | 145 | $54.0K | 0.02% | +9+6.6% | Added |
| Legacy Bridge, LLC | 139 | $51.8K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 133 | $49.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 128 | $47.7K | 0.02% | +128 | New |
| Ritter Daniher Financial Advisory LLC | 128 | $47.7K | 0.02% | +38+42.2% | Added |
| Rational Advisors LLC | 125 | $46.5K | 0.00% | −534−81.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 124 | $46.2K | 0.01% | +7+6.0% | Added |
| Colonial Trust Advisors | 123 | $45.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 119 | $44.3K | 0.01% | +1+0.8% | Added |
| Bellevue Asset Management, LLC | 119 | $44.3K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 113 | $42.1K | 0.00% | +16+16.5% | Added |
| Sanctuary Wealth Management, L.L.C. | 109 | $40.6K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 108 | $40.2K | 0.02% | +25+30.1% | Added |
| Montag A & Associates Inc | 106 | $39.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 104 | $38.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $38.4K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 101 | $37.6K | 0.00% | +101 | New |
| Knuff & Co LLC | 100 | $37.2K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $37.2K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $37.2K | 0.04% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 99 | $36.9K | 0.05% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 93 | $34.6K | 0.02% | +93 | New |
| JNBA Financial Advisors | 92 | $34.3K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 91 | $34.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $33.9K | 0.00% | −653−87.8% | Reduced |
| NewSquare Capital LLC | 90 | $33.5K | 0.00% | −46−33.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 90 | $33.5K | 0.00% | −20−18.2% | Reduced |
| Intrepid Capital Management Inc | 87 | $32.5K | 0.02% | −1−1.1% | Reduced |
| Halpern Financial, Inc. | 86 | $32.0K | 0.01% | +65+309.5% | Added |
| Hanson & Doremus Investment Management | 85 | $32.0K | 0.01% | +25+41.7% | Added |
| Abound Wealth Management | 84 | $31.3K | 0.01% | −1−1.2% | Reduced |
| Nemes Rush Group LLC | 83 | $30.7K | 0.01% | −3−3.5% | Reduced |
| Manitou Investment Management Ltd. | 82 | $30.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 80 | $29.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 76 | $29.4K | 0.00% | −305−80.1% | Reduced |
| Provence Wealth Management Group | 79 | $29.4K | 0.02% | +79 | New |
| Capital Analysts, LLC | 78 | $29.0K | 0.00% | +8+11.4% | Added |
| Valley National Advisers Inc | 76 | $28.0K | 0.00% | +19+33.3% | Added |
| GoalVest Advisory LLC | 74 | $27.6K | 0.01% | +8+12.1% | Added |
| Carmel Capital Partners, LLC | 71 | $26.4K | 0.01% | +71 | New |
| Tfo-TDC, LLC | 69 | $26.3K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 70 | $26.1K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 70 | $26.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 69 | $25.7K | 0.01% | +38+122.6% | Added |
| DT Investment Partners, LLC | 63 | $23.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 62 | $23.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $23.1K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 61 | $22.7K | 0.00% | −56−47.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 56 | $20.9K | 0.01% | +22+64.7% | Added |
| Perkins Coie Trust Co | 56 | $20.8K | 0.01% | +27+93.1% | Added |
| Silicon Valley Capital Partners | 55 | $20.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 54 | $20.1K | 0.00% | +54 | New |
| Column Capital Advisors, LLC | 53 | $19.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $18.6K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 50 | $18.6K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 50 | $18.6K | 0.01% | +50 | New |
| CGC Financial Services, LLC | 50 | $18.5K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 49 | $18.2K | 0.01% | +3+6.5% | Added |
| Tyler-Stone Wealth Management | 48 | $18.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 48 | $17.9K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 48 | $17.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 47 | $17.5K | 0.00% | +4+9.3% | Added |
| Stonebridge Capital Advisors LLC | 46 | $17.1K | 0.00% | −1−2.1% | Reduced |
| Provenance Wealth Advisors, LLC | 46 | $17.1K | 0.00% | +46 | New |
| PrairieView Partners, LLC | 48 | $17.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 43 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 42 | $16.0K | 0.01% | +17+68.0% | Added |
| Compass Wealth Management LLC | 42 | $15.6K | 0.00% | +13+44.8% | Added |
| Albion Financial Group | 41 | $15.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $15.0K | 0.00% | +9+28.1% | Added |
| Cohen & Steers, Inc. | 41 | $15.0K | 0.00% | +41 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 5,034 | $14.7K | 0.43% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 39 | $14.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 38 | $14.1K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 38 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 37 | $13.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 36 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $11.9K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $11.5K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 30 | $11.2K | 0.01% | +30 | New |
| Orion Capital Management LLC | 29 | $10.8K | 0.01% | +29 | New |
| TD Capital Management LLC | 28 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 27 | $10.1K | 0.01% | +27 | New |
| Bull Oak Capital, LLC | 27 | $10.1K | 0.01% | +27 | New |
| HighMark Wealth Management LLC | 26 | $9.68K | 0.01% | −2−7.1% | Reduced |
| Quarry LP | 26 | $9.68K | 0.01% | +26 | New |
| Jamison Private Wealth Management, Inc. | 23 | $8.56K | 0.00% | +23 | New |
| Oliver Lagore Vanvalin Investment Group | 23 | $8.56K | 0.00% | +18+360.0% | Added |