| Tucker Asset Management LLC | 450 | $29.8K | 0.01% | −136−23.2% | Reduced |
| Citizens National Bank Trust Department | 450 | $29.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 448 | $29.6K | 0.01% | −6−1.3% | Reduced |
| Aspire Private Capital, LLC | 442 | $29.2K | 0.01% | +27+6.5% | Added |
| American National Bank | 441 | $29.2K | 0.00% | +55+14.2% | Added |
| Planned Solutions, Inc. | 430 | $28.4K | 0.01% | +430 | New |
| Richard W. Paul & Associates, LLC | 428 | $28.3K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 420 | $28.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 415 | $27.4K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 405 | $26.8K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 405 | $26.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 404 | $26.7K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 397 | $26.3K | 0.02% | +397 | New |
| Carolinas Wealth Consulting LLC | 390 | $25.8K | 0.01% | +9+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 387 | $25.6K | 0.01% | +105+37.2% | Added |
| Kozak & Associates, Inc. | 368 | $25.1K | 0.01% | −535−59.2% | Reduced |
| Covestor Ltd | 375 | $25.0K | 0.02% | −15−3.8% | Reduced |
| Center for Financial Planning, Inc. | 375 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 362 | $23.9K | 0.00% | +23+6.8% | Added |
| Arrow Financial Corp | 361 | $23.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 361 | $23.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 357 | $23.6K | 0.01% | −45−11.2% | Reduced |
| PFS Partners, LLC | 354 | $23.4K | 0.02% | +2+0.6% | Added |
| Venturi Wealth Management, LLC | 346 | $22.9K | 0.00% | −5−1.4% | Reduced |
| O'Dell Group, LLC | 333 | $22.0K | 0.01% | +333 | New |
| Avion Wealth | 329 | $22.0K | 0.01% | −89−21.3% | Reduced |
| West Oak Capital, LLC | 325 | $22.0K | 0.01% | +325 | New |
| Larson Financial Group LLC | 329 | $21.8K | 0.00% | +1+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 305 | $20.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 305 | $20.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 305 | $20.2K | 0.00% | +305 | New |
| Richelieu Gestion PLC | 298 | $20.0K | 0.02% | +298 | New |
| Salomon & Ludwin, LLC | 316 | $19.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 300 | $19.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $19.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 298 | $19.7K | 0.01% | +298 | New |
| PrairieView Partners, LLC | 294 | $19.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 286 | $18.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 286 | $18.9K | 0.01% | +8+2.9% | Added |
| Focused Wealth Management, Inc | 286 | $18.9K | 0.00% | +1+0.4% | Added |
| GW&K Investment Management, LLC | 275 | $18.0K | 0.00% | +23+9.1% | Added |
| Core Alternative Capital | 269 | $17.8K | 0.00% | −54−16.7% | Reduced |
| Wiser Advisor Group LLC | 261 | $17.3K | 0.03% | +261 | New |
| Sound Income Strategies, LLC | 261 | $17.2K | 0.00% | +141+117.5% | Added |
| Rise Advisors, LLC | 259 | $17.1K | 0.01% | +14+5.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 254 | $16.8K | 0.00% | −399−61.1% | Reduced |
| Centennial Bank | 253 | $16.7K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 250 | $16.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 248 | $16.4K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 249 | $16.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 242 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 241 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 235 | $15.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 230 | $15.2K | 0.01% | +77+50.3% | Added |
| First Command Advisory Services, Inc. | 228 | $15.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 223 | $15.0K | 0.00% | +37+19.9% | Added |
| GoalVest Advisory LLC | 225 | $14.9K | 0.01% | +138+158.6% | Added |
| Financial Perspectives, Inc | 223 | $14.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 220 | $14.6K | 0.00% | −95−30.2% | Reduced |
| Nordwand Advisors, LLC | 215 | $14.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 215 | $14.2K | 0.01% | +215 | New |
| Manchester Capital Management LLC | 214 | $14.2K | 0.00% | +85+65.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 209 | $13.9K | 0.01% | +1+0.5% | Added |
| Frazier Financial Advisors, LLC | 203 | $13.4K | 0.01% | +203 | New |
| Intelligent Financial Strategies | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $13.2K | 0.00% | +100+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 198 | $13.1K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 194 | $12.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 187 | $12.4K | 0.00% | −11,594−98.4% | Reduced |
| Cambridge Trust Co | 185 | $12.2K | 0.00% | +185 | New |
| Tradition Wealth Management, LLC | 176 | $12.0K | 0.00% | +7+4.1% | Added |
| Impact Partnership Wealth, LLC | 177 | $11.7K | 0.00% | −7,879−97.8% | Reduced |
| Insight Financial Services | 177 | $11.7K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 175 | $11.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 169 | $11.0K | 0.00% | −88−34.2% | Reduced |
| Atwood & Palmer Inc | 160 | $10.6K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 157 | $10.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 154 | $10.2K | 0.00% | −516−77.0% | Reduced |
| Fortitude Family Office, LLC | 150 | $9.92K | 0.01% | +150 | New |
| Peoples Financial Services Corp. | 150 | $9.92K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 146 | $9.66K | 0.00% | +141+2,820.0% | Added |
| EdgeRock Capital LLC | 146 | $9.63K | 0.01% | +146 | New |
| Rosenberg Matthew Hamilton | 143 | $9.46K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 138 | $9.13K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 136 | $8.99K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 135 | $8.93K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 134 | $8.86K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 132 | $8.73K | 0.01% | +132 | New |
| Creative Financial Designs Inc | 131 | $8.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 125 | $8.30K | 0.00% | +9+7.8% | Added |
| Fairfield, Bush & Co. | 125 | $8.27K | 0.00% | +125 | New |
| Versant Capital Management, Inc | 124 | $8.20K | 0.00% | +6+5.1% | Added |
| Cherry Tree Wealth Management, LLC | 119 | $7.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $7.74K | 0.00% | −3−2.5% | Reduced |
| CGC Financial Services, LLC | 114 | $7.54K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 113 | $7.47K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 113 | $7.47K | 0.00% | +113 | New |
| First Personal Financial Services | 112 | $7.41K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 107 | $7.08K | 0.00% | +107 | New |
