| Glassman Wealth Services | 582 | $36.9K | 0.01% | −261−31.0% | Reduced |
| Center for Financial Planning, Inc. | 580 | $36.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 570 | $36.1K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 600 | $36.0K | 0.03% | +600 | New |
| Clearstead Advisors, LLC | 554 | $35.1K | 0.00% | +13+2.4% | Added |
| Deseret Mutual Benefit Administrators | 549 | $34.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 544 | $34.4K | 0.01% | +277+103.7% | Added |
| Bell Investment Advisors, Inc | 531 | $33.6K | 0.01% | +42+8.6% | Added |
| Resurgent Financial Advisors LLC | 517 | $32.7K | 0.02% | −2,851−84.6% | Reduced |
| Baker Avenue Asset Management, LP | 515 | $32.6K | 0.00% | +169+48.8% | Added |
| Piscataqua Savings Bank | 490 | $31.0K | 0.03% | −70−12.5% | Reduced |
| MB, Levis & Associates, LLC | 461 | $29.2K | 0.02% | +6+1.3% | Added |
| TD Waterhouse Canada Inc. | 464 | $29.2K | 0.00% | +15+3.3% | Added |
| Cowa, LLC | 612,921 | $28.3K | 0.02% | +584,064+2,024.0% | Added |
| Tucker Asset Management LLC | 425 | $26.9K | 0.01% | +345+431.3% | Added |
| Plante Moran Financial Advisors, LLC | 411 | $26.0K | 0.00% | +5+1.2% | Added |
| Aspire Private Capital, LLC | 411 | $26.0K | 0.01% | +103+33.4% | Added |
| Tortoise Investment Management, LLC | 408 | $25.8K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $25.3K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $25.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $25.0K | 0.02% | −28−6.5% | Reduced |
| DT Investment Partners, LLC | 400 | $24.9K | 0.00% | +400 | New |
| Valley National Advisers Inc | 380 | $24.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 372 | $24.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 374 | $23.7K | 0.01% | −315−45.7% | Reduced |
| Mascoma Wealth Management LLC | 376 | $23.6K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 369 | $23.4K | 0.00% | +3+0.8% | Added |
| Monetary Management Group Inc | 360 | $22.8K | 0.01% | −500−58.1% | Reduced |
| Baystate Wealth Management LLC | 340 | $21.5K | 0.00% | +6+1.8% | Added |
| Albion Financial Group | 338 | $21.4K | 0.00% | +4+1.2% | Added |
| Community Bank, N.A. | 334 | $21.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 330 | $20.9K | 0.01% | −87−20.9% | Reduced |
| Luken Investment Analytics, LLC | 327 | $20.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 324 | $20.5K | 0.00% | +192+145.5% | Added |
| Washington Trust Co | 318 | $20.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 318 | $20.1K | 0.03% | +318 | New |
| Macroview Investment Management LLC | 288 | $18.2K | 0.03% | +4+1.4% | Added |
| Barrett & Company, Inc. | 284 | $18.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 270 | $17.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 259 | $16.5K | 0.01% | +7+2.8% | Added |
| Prestige Wealth Management Group LLC | 256 | $16.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 243 | $15.4K | 0.00% | +1+0.4% | Added |
| Earnest Partners LLC | 239 | $15.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 239 | $15.1K | 0.01% | +3+1.3% | Added |
| Carmichael Hill & Associates, Inc. | 233 | $14.8K | 0.01% | +93+66.4% | Added |
| Accel Wealth Management | 230 | $14.6K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 225 | $14.2K | 0.01% | −212−48.5% | Reduced |
| BDO Wealth Advisors, LLC | 223 | $14.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 209 | $13.2K | 0.00% | +59+39.3% | Added |
| AlphaMark Advisors, LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 201 | $13.0K | 0.00% | −5−2.4% | Reduced |
| Hoese & Co LLP | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $12.7K | 0.01% | +117+141.0% | Added |
| Ameliora Wealth Management Ltd. | 188 | $11.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 183 | $11.6K | 0.01% | +2+1.1% | Added |
| Richard W. Paul & Associates, LLC | 169 | $10.7K | 0.00% | +7+4.3% | Added |
| Evermay Wealth Management LLC | 160 | $10.2K | 0.00% | +35+28.0% | Added |
| Insight Financial Services | 159 | $10.1K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 156 | $9.88K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 150 | $9.53K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $9.50K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 146 | $9.24K | 0.00% | −140−49.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 146 | $9.24K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 145 | $9.18K | 0.01% | +145 | New |
| FinTrust Capital Advisors, LLC | 142 | $9.01K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 119 | $8.00K | 0.00% | +51+75.0% | Added |
| Piershale Financial Group, Inc. | 123 | $7.79K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 122 | $7.72K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 120 | $7.60K | 0.01% | +61+103.4% | Added |
| Country Trust Bank | 108 | $6.84K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $6.33K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $6.33K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $6.33K | 0.00% | +5+5.3% | Added |
| Sofos Investments, Inc. | 63 | $5.91K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 90 | $5.70K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 83 | $5.00K | 0.00% | +83 | New |
| Field & Main Bank | 75 | $4.75K | 0.00% | −125−62.5% | Reduced |
| Rain Capital Management, LLC | 72 | $4.56K | 0.00% | +72 | New |
| Horan Securities, Inc. | 71 | $4.50K | 0.00% | −55−43.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 60 | $4.00K | 0.00% | −40−40.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 63 | $3.99K | 0.00% | −250−79.9% | Reduced |
| Abound Wealth Management | 61 | $3.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $3.61K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 54 | $3.43K | 0.00% | −8−12.9% | Reduced |
| USA Financial Portformulas Corp | 51 | $3.23K | 0.01% | +51 | New |
| Cape Investment Advisory, Inc. | 51 | $3.23K | 0.00% | +51 | New |
| Eagle Bay Advisors LLC | 48 | $3.04K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 60 | $3.00K | 0.00% | −80−57.1% | Reduced |
| Endurance Wealth Management, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 47 | $2.98K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 46 | $2.91K | 0.00% | +46 | New |
| Pinnacle Financial Partners Inc | 45 | $2.85K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 35 | $2.22K | 0.00% | +1+2.9% | Added |
| Providence Capital Advisors, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 34 | $2.16K | 0.00% | +12+54.5% | Added |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Delta Asset Management LLC | 31 | $1.96K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $1.91K | 0.00% | +12+66.7% | Added |
