| Institute for Wealth Management, LLC. | 430 | $226.8K | 0.03% | +430 | New |
| Lakeridge Wealth Management LLC | 429 | $226.5K | 0.12% | +429 | New |
| Insight 2811, Inc. | 428 | $226.0K | 0.11% | +428 | New |
| GM Advisory Group, Inc. | 428 | $226.0K | 0.01% | +428 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 428 | $226.0K | 0.03% | +428 | New |
| TFG Advisers LLC | 426 | $225.0K | 0.08% | +426 | New |
| Birmingham Capital Management Co Inc | 425 | $224.4K | 0.08% | +425 | New |
| Ingalls & Snyder LLC | 424 | $224.0K | 0.01% | +424 | New |
| Vista Capital Partners, Inc. | 422 | $222.8K | 0.03% | +422 | New |
| Resurgent Financial Advisors LLC | 422 | $222.8K | 0.13% | +422 | New |
| Everpar Advisors LLC | 422 | $222.8K | 0.12% | +422 | New |
| Geller Advisors LLC | 421 | $222.3K | 0.02% | +421 | New |
| Badgley Phelps Wealth Managers, LLC | 420 | $221.8K | 0.01% | +420 | New |
| Trust Point Inc. | 418 | $220.7K | 0.02% | +418 | New |
| Aveo Capital Partners, LLC | 415 | $219.1K | 0.02% | +415 | New |
| Carr Financial Group Corp | 413 | $218.1K | 0.07% | +413 | New |
| Hazlett, Burt & Watson, Inc. | 408 | $218.0K | 0.10% | +222+119.4% | Added |
| Canal Capital Management, LLC | 412 | $217.6K | 0.03% | +412 | New |
| Neville Rodie & Shaw Inc | 410 | $217.0K | 0.02% | +410 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 410 | $217.0K | 0.01% | +410 | New |
| Forte Capital LLC | 409 | $216.2K | 0.02% | +409 | New |
| Baron Silver Stevens Financial Advisors, LLC | 408 | $215.5K | 0.04% | +408 | New |
| Leavell Investment Management, Inc. | 407 | $214.9K | 0.01% | +407 | New |
| Marathon Capital Management | 407 | $214.9K | 0.05% | +407 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 406 | $214.4K | 0.04% | +406 | New |
| Barr E S & Co | 406 | $214.4K | 0.01% | +406 | New |
| HGK Asset Management Inc | 406 | $214.4K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 405 | $214.0K | 0.02% | +405 | New |
| Embree Financial Group | 404 | $213.6K | 0.04% | +404 | New |
| Plancorp, LLC | 404 | $213.2K | 0.01% | +404 | New |
| Plotkin Financial Advisors, LLC | 403 | $212.8K | 0.13% | +403 | New |
| Symphony Financial, Ltd. Co. | 404 | $212.8K | 0.04% | +404 | New |
| Dearborn Partners LLC | 402 | $212.3K | 0.01% | +402 | New |
| MEMBERS Trust Co | 402 | $212.3K | 0.01% | +402 | New |
| Steigerwald, Gordon & Koch Inc. | 400 | $211.7K | 0.02% | +400 | New |
| Altus Wealth Group LLC | 400 | $211.2K | 0.09% | +400 | New |
| Valley National Advisers Inc | 400 | $211.0K | 0.04% | −397−49.8% | Reduced |
| Patron Partners Advisors, LLC | 399 | $210.7K | 0.12% | +399 | New |
| RMR Capital Management, LLC | 399 | $210.7K | 0.18% | +399 | New |
| Aprio Wealth Management, LLC | 398 | $210.3K | 0.03% | +398 | New |
| Baker Avenue Asset Management, LP | 398 | $210.2K | 0.01% | +398 | New |
| Charles Schwab Trust Co | 397 | $209.6K | 0.02% | +397 | New |
| RFG Advisory, LLC | 397 | $209.5K | 0.01% | −99−20.0% | Reduced |
| Perfromance Wealth Partners, LLC | 393 | $207.5K | 0.01% | +393 | New |
| Acorn Financial Advisory Services Inc | 391 | $206.5K | 0.04% | +391 | New |
| J. W. Coons Advisors, LLC | 390 | $205.9K | 0.05% | +390 | New |
| Quadrant Private Wealth Management, LLC | 389 | $205.5K | 0.05% | +389 | New |
| Ariadne Wealth Management, LP | 393 | $204.6K | 0.11% | +393 | New |
| Silver Oak Securities, Inc | 742 | $204.5K | 0.02% | +742 | New |
| Stanley-Laman Group, Ltd. | 387 | $204.4K | 0.03% | +387 | New |
| Ridgewood Investments LLC | 387 | $204.2K | 0.10% | −2−0.5% | Reduced |
| Coastline Trust Co | 386 | $203.8K | 0.02% | −625−61.8% | Reduced |
| Farmers Trust Co | 386 | $203.8K | 0.04% | +386 | New |
| LaFleur & Godfrey LLC | 382 | $201.7K | 0.03% | +382 | New |
| LifeSteps Financial, Inc. | 382 | $201.7K | 0.16% | +382 | New |
| TFB Advisors LLC | 382 | $201.7K | 0.06% | +382 | New |
| Cedrus LLC | 382 | $201.7K | 0.07% | +382 | New |
| Sound Income Strategies, LLC | 367 | $193.6K | 0.01% | +5+1.4% | Added |
| Pin Oak Investment Advisors Inc | 352 | $185.0K | 0.17% | +26+8.0% | Added |
| Bruce G. Allen Investments, LLC | 343 | $181.1K | 0.14% | −30−8.0% | Reduced |
| City State Bank | 342 | $180.6K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 339 | $179.0K | 0.02% | −116−25.5% | Reduced |
| Laurel Wealth Advisors LLC | 339 | $179.0K | 0.03% | +29+9.4% | Added |
| Morton Brown Family Wealth, LLC | 338 | $178.6K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 337 | $178.0K | 0.01% | +80+31.1% | Added |
| Nemes Rush Group LLC | 357 | $170.9K | 0.02% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 320 | $169.0K | 0.15% | +320 | New |
| Tucker Asset Management LLC | 315 | $166.3K | 0.04% | 00.0% | Unchanged |
| SL Advisors, LLC | 308 | $162.6K | 0.29% | +308 | New |
| Covestor Ltd | 304 | $161.0K | 0.10% | +41+15.6% | Added |
| Hemington Wealth Management | 316 | $161.0K | 0.04% | +316 | New |
| Stephens Consulting, LLC | 300 | $158.4K | 0.04% | −24−7.4% | Reduced |
| Mechanics Financial Corp | 300 | $158.4K | 0.07% | 00.0% | Unchanged |
| Birchbrook, Inc. | 300 | $158.4K | 0.09% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $158.4K | 0.03% | +300 | New |
| Salem Investment Counselors Inc | 295 | $155.8K | 0.00% | +3+1.0% | Added |
| Prestige Wealth Management Group LLC | 291 | $153.7K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 352 | $153.5K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 281 | $148.4K | 0.02% | +7+2.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 274 | $145.0K | 0.04% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 262 | $138.4K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 259 | $136.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 252 | $133.0K | 0.05% | +3+1.2% | Added |
| Bullock Wealth Management Group | 244 | $132.7K | 0.08% | −25−9.3% | Reduced |
| Centennial Bank | 250 | $132.0K | 0.06% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 248 | $131.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 234 | $123.6K | 0.01% | +100+74.6% | Added |
| Godsey & Gibb Associates | 232 | $122.5K | 0.01% | −50−17.7% | Reduced |
| Kozak & Associates, Inc. | 228 | $121.1K | 0.03% | +1+0.4% | Added |
| Ransom Advisory, Ltd | 226 | $119.3K | 0.06% | +80+54.8% | Added |
| Webster Bank, N. A. | 222 | $117.2K | 0.01% | +2+0.9% | Added |
| Twin Lakes Capital Management, LLC | 221 | $116.6K | 0.08% | −40−15.3% | Reduced |
| Strategic Investment Solutions, Inc. | 210 | $111.3K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 210 | $110.9K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 207 | $109.3K | 0.02% | +6+3.0% | Added |
| Tortoise Investment Management, LLC | 202 | $106.7K | 0.01% | +1+0.5% | Added |
| Versant Capital Management, Inc | 201 | $106.1K | 0.02% | +36+21.8% | Added |
| Community Bank, N.A. | 200 | $105.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $105.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 197 | $104.0K | 0.00% | −1−0.5% | Reduced |
