| Legacy Bridge, LLC | 40 | $38.9K | 0.02% | +10+33.3% | Added |
| South State Corp. | 41 | $39.8K | 0.00% | +8+24.2% | Added |
| Key Financial Inc | 42 | $40.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $40.8K | 0.01% | +25+147.1% | Added |
| Stephens Consulting, LLC | 43 | $41.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 43 | $42.0K | 0.03% | +43 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $42.4K | 0.00% | +80 | New |
| DSM Capital Partners LLC | 44 | $42.7K | 0.00% | +8+22.2% | Added |
| Asset Dedication, LLC | 43 | $43.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $43.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 45 | $43.7K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 50 | $45.0K | 0.00% | +2+4.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 46 | $45.0K | 0.02% | −19−29.2% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $48.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $48.6K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 50 | $48.6K | 0.01% | +50 | New |
| McClarren Financial Advisors, Inc. | 50 | $49.0K | 0.04% | +1+2.0% | Added |
| Rosenberg Matthew Hamilton | 50 | $49.1K | 0.01% | −10−16.7% | Reduced |
| LMR Partners LLP | 51 | $49.5K | 0.00% | +51 | New |
| Cornerstone Planning Group LLC | 57 | $51.8K | 0.02% | −5−8.1% | Reduced |
| Fortitude Family Office, LLC | 54 | $52.5K | 0.04% | −6−10.0% | Reduced |
| Evergreen Private Wealth LLC | 55 | $53.4K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 55 | $53.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 62 | $53.8K | 0.00% | +56+933.3% | Added |
| Avalon Trust Co | 56 | $54.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 56 | $54.6K | 0.00% | +1+1.8% | Added |
| Cedar Wealth Management, LLC | 58 | $56.4K | 0.02% | +8+16.0% | Added |
| Adirondack Trust Co | 59 | $57.3K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 59 | $57.3K | 0.05% | +8+15.7% | Added |
| Compagnie Lombard Odier SCmA | 60 | $58.3K | 0.00% | −30−33.3% | Reduced |
| Creative Financial Designs Inc | 67 | $65.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 68 | $66.0K | 0.03% | −2,149−96.9% | Reduced |
| DT Investment Partners, LLC | 68 | $66.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 68 | $66.2K | 0.05% | +30+78.9% | Added |
| Continuum Advisory, LLC | 74 | $67.2K | 0.01% | +74 | New |
| Rakuten Securities, Inc. | 71 | $69.0K | 0.03% | +23+47.9% | Added |
| New Covenant Trust Company, N.A. | 74 | $71.9K | 0.07% | +74 | New |
| Abound Wealth Management | 75 | $73.1K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 78 | $75.8K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 79 | $76.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 79 | $77.0K | 0.04% | +70+777.8% | Added |
| FSA Wealth Management LLC | 80 | $77.4K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 80 | $77.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 80 | $77.7K | 0.03% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 80 | $77.7K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 81 | $78.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 86 | $83.6K | 0.12% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $83.6K | 0.04% | +1+1.2% | Added |
| WFA Asset Management Corp | 87 | $84.4K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $84.5K | 0.02% | +2+2.4% | Added |
| Raleigh Capital Management Inc. | 88 | $85.6K | 0.04% | +38+76.0% | Added |
| Baldwin Brothers Inc | 91 | $88.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 97 | $94.2K | 0.00% | +41+73.2% | Added |
| JJJ Advisors Inc. | 98 | $95.2K | 0.02% | −2−2.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $97.0K | 0.00% | −101−50.2% | Reduced |
| Centerpoint Advisors, LLC | 100 | $97.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $97.2K | 0.01% | −8−7.4% | Reduced |
| Hartford Financial Management Inc. | 100 | $97.2K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $97.2K | 0.23% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $97.2K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 126 | $98.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 104 | $101.2K | 0.05% | +74+246.7% | Added |
| Silicon Valley Capital Partners | 104 | $101.3K | 0.02% | +48+85.7% | Added |
| CBIZ Investment Advisory Services, LLC | 105 | $102.3K | 0.01% | +105 | New |
| Sandy Spring Bank | 108 | $104.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $104.9K | 0.01% | −15−12.2% | Reduced |
| Archer Investment Corp | 109 | $105.5K | 0.03% | +1+0.9% | Added |
| Riverview Trust Co | 109 | $105.9K | 0.08% | +109 | New |
| Sound Income Strategies, LLC | 111 | $107.8K | 0.01% | +92+484.2% | Added |
| GW&K Investment Management, LLC | 111 | $108.0K | 0.00% | +63+131.3% | Added |
| Crewe Advisors LLC | 112 | $108.8K | 0.01% | +112 | New |
| Atticus Wealth Management, LLC | 115 | $112.2K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 117 | $114.0K | 0.02% | −36−23.5% | Reduced |
| Bullock Wealth Management Group | 116 | $114.4K | 0.08% | +116 | New |
| Covestor Ltd | 118 | $115.0K | 0.07% | −22−15.7% | Reduced |
| Colonial Trust Advisors | 119 | $115.6K | 0.01% | −6−4.8% | Reduced |
| Union Savings Bank | 125 | $121.4K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 125 | $121.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 127 | $123.4K | 0.00% | +3+2.4% | Added |
| Byrne Asset Management LLC | 132 | $128.2K | 0.09% | −5−3.6% | Reduced |
| Western Pacific Wealth Management, LP | 132 | $128.2K | 0.09% | −3−2.2% | Reduced |
| City State Bank | 134 | $130.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 135 | $131.2K | 0.00% | −10−6.9% | Reduced |
| Arlington Trust Co LLC | 137 | $133.1K | 0.03% | −45−24.7% | Reduced |
| Jupiter Wealth Management LLC | 150 | $137.0K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 141 | $137.0K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 143 | $138.9K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 145 | $140.9K | 0.00% | +4+2.8% | Added |
| Eagle Bay Advisors LLC | 146 | $142.1K | 0.09% | +129+758.8% | Added |
| Hillsdale Investment Management Inc. | 150 | $145.7K | 0.01% | +150 | New |
| EntryPoint Capital, LLC | 152 | $147.7K | 0.13% | +119+360.6% | Added |
| Beaird Harris Wealth Management, LLC | 153 | $148.7K | 0.01% | +7+4.8% | Added |
| Bogart Wealth, LLC | 154 | $149.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 155 | $150.6K | 0.05% | +100+181.8% | Added |
| NBT Bank N A | 156 | $151.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 164 | $159.3K | 0.04% | −15−8.4% | Reduced |
| Coston, McIsaac & Partners | 167 | $162.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170 | $165.2K | 0.01% | +143+529.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $165.2K | 0.07% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 170 | $165.2K | 0.00% | +170 | New |