| Caldwell Sutter Capital, Inc. | 226 | $177.0K | 0.09% | −9−3.8% | Reduced |
| American National Bank | 222 | $173.9K | 0.03% | +47+26.9% | Added |
| Carmichael Hill & Associates, Inc. | 219 | $171.5K | 0.08% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 216 | $169.2K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 204 | $159.8K | 0.10% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 201 | $159.0K | 0.00% | −319−61.3% | Reduced |
| Addison Advisors LLC | 197 | $154.3K | 0.06% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 197 | $154.3K | 0.09% | +197 | New |
| Mendota Financial Group, LLC | 195 | $152.7K | 0.12% | −22−10.1% | Reduced |
| Washington Trust Advisors, Inc. | 185 | $144.6K | 0.01% | +38+25.9% | Added |
| Promethos Capital, LLC | 183 | $143.3K | 0.10% | +183 | New |
| Arlington Trust Co LLC | 182 | $142.6K | 0.04% | +13+7.7% | Added |
| First Pacific Financial | 179 | $140.2K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 179 | $140.2K | 0.01% | +2+1.1% | Added |
| FinTrust Capital Advisors, LLC | 179 | $140.2K | 0.03% | +57+46.7% | Added |
| Planned Solutions, Inc. | 179 | $140.2K | 0.07% | +179 | New |
| Kozak & Associates, Inc. | 179 | $136.3K | 0.04% | +52+40.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $133.2K | 0.06% | +170 | New |
| Coston, McIsaac & Partners | 167 | $131.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 159 | $124.5K | 0.02% | +159 | New |
| NBT Bank N A | 156 | $122.2K | 0.01% | +156 | New |
| ICA Group Wealth Management, LLC | 154 | $120.7K | 0.03% | +154 | New |
| Bogart Wealth, LLC | 154 | $120.6K | 0.01% | −13−7.8% | Reduced |
| Carolinas Wealth Consulting LLC | 153 | $120.1K | 0.03% | −22−12.6% | Reduced |
| Glassman Wealth Services | 152 | $119.1K | 0.02% | +9+6.3% | Added |
| Jupiter Wealth Management LLC | 150 | $117.5K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 150 | $117.5K | 0.10% | 00.0% | Unchanged |
| M&R Capital Management Inc | 150 | $117.5K | 0.03% | +150 | New |
| Cambridge Trust Co | 149 | $116.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 148 | $116.0K | 0.01% | +44+42.3% | Added |
| Arlington Partners LLC | 146 | $114.4K | 0.03% | −23−13.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 146 | $114.4K | 0.01% | +4+2.8% | Added |
| Washington Trust Co | 145 | $113.6K | 0.00% | +135+1,350.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 143 | $112.0K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 141 | $110.4K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 141 | $110.4K | 0.00% | +6+4.4% | Added |
| Covestor Ltd | 140 | $110.0K | 0.08% | −4−2.8% | Reduced |
| Byrne Asset Management LLC | 137 | $108.9K | 0.08% | −7−4.9% | Reduced |
| Western Pacific Wealth Management, LP | 135 | $105.7K | 0.08% | 00.0% | Unchanged |
| City State Bank | 134 | $105.0K | 0.05% | 00.0% | Unchanged |
| AJOVista, LLC | 130 | $101.8K | 0.13% | +130 | New |
| First Financial Corp | 130 | $101.8K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 126 | $98.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 125 | $97.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 125 | $97.9K | 0.01% | +3+2.5% | Added |
| Union Savings Bank | 125 | $97.9K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 124 | $97.1K | 0.00% | +25+25.3% | Added |
| JFS Wealth Advisors, LLC | 123 | $96.3K | 0.01% | +67+119.6% | Added |
| Tacita Capital Inc | 119 | $93.2K | 0.07% | 00.0% | Unchanged |
| Lee Financial Co | 117 | $91.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 115 | $90.2K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 108 | $84.9K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 108 | $84.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 108 | $84.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $78.3K | 0.02% | +11+12.4% | Added |
| Hartford Financial Management Inc. | 100 | $78.3K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $78.2K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $78.0K | 0.03% | −17−14.5% | Reduced |
| Baldwin Brothers Inc | 91 | $71.3K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 90 | $70.5K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 90 | $70.5K | 0.01% | +90 | New |
| WFA Asset Management Corp | 87 | $67.9K | 0.04% | +1+1.2% | Added |
| Norwood Financial Corp | 86 | $67.4K | 0.10% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 85 | $66.6K | 0.03% | +85 | New |
| NBC Securities, Inc. | 81 | $63.0K | 0.01% | −65−44.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 80 | $62.7K | 0.01% | +80 | New |
| Brown, Lisle/Cummings, Inc. | 80 | $62.7K | 0.02% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 80 | $62.7K | 0.02% | +80 | New |
| FSA Wealth Management LLC | 80 | $62.0K | 0.03% | +80 | New |
| Perkins Coie Trust Co | 79 | $61.9K | 0.02% | −26−24.8% | Reduced |
| First United Bank Trust | 78 | $61.1K | 0.02% | +78 | New |
| Abound Wealth Management | 75 | $58.7K | 0.02% | +2+2.7% | Added |
| DT Investment Partners, LLC | 68 | $56.8K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 72 | $56.4K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 59 | $55.4K | 0.02% | +7+13.5% | Added |
| Beacon Capital Management, LLC | 85 | $53.3K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 67 | $52.5K | 0.01% | +67 | New |
| Creative Financial Designs Inc | 67 | $52.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $51.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 62 | $48.6K | 0.05% | −46−42.6% | Reduced |
| Geneos Wealth Management Inc. | 62 | $48.6K | 0.00% | −26−29.5% | Reduced |
| Cornerstone Planning Group LLC | 62 | $48.6K | 0.02% | −10−13.9% | Reduced |
| ORG Partners LLC | 61 | $47.8K | 0.01% | +61 | New |
| Rosenberg Matthew Hamilton | 60 | $47.0K | 0.01% | +10+20.0% | Added |
| Fortitude Family Office, LLC | 60 | $47.0K | 0.03% | +60 | New |
| Scarborough Advisors, LLC | 58 | $45.5K | 0.01% | +58 | New |
| Silicon Valley Capital Partners | 56 | $44.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 55 | $44.0K | 0.00% | −8−12.7% | Reduced |
| Jones Financial Companies LLLP | 56 | $43.9K | 0.00% | +1+1.8% | Added |
| Avalon Trust Co | 56 | $43.9K | 0.00% | +56 | New |
| Bartlett & Co. Wealth Management LLC | 55 | $43.5K | 0.00% | −8−12.7% | Reduced |
| Cranbrook Wealth Management, LLC | 55 | $43.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 55 | $43.1K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 55 | $43.1K | 0.02% | +55 | New |
| Bruce G. Allen Investments, LLC | 51 | $39.9K | 0.04% | +51 | New |
| Raleigh Capital Management Inc. | 50 | $39.3K | 0.02% | +22+78.6% | Added |
| Tradewinds Capital Management, LLC | 50 | $39.2K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 50 | $39.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $39.2K | 0.02% | +50 | New |
| McClarren Financial Advisors, Inc. | 49 | $39.0K | 0.03% | 00.0% | Unchanged |