| Jamison Private Wealth Management, Inc. | 135 | $141.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 134 | $141.1K | 0.07% | +10+8.1% | Added |
| Evermay Wealth Management LLC | 133 | $139.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 175 | $137.1K | 0.01% | −74−29.7% | Reduced |
| Godsey & Gibb Associates | 130 | $136.7K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 130 | $136.7K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 120 | $126.0K | 0.01% | +8+7.1% | Added |
| Rowland & Co Investment Counsel | 116 | $121.9K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 115 | $120.9K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $116.0K | 0.04% | +110 | New |
| Riverview Trust Co | 110 | $115.6K | 0.10% | +2+1.9% | Added |
| CKW Financial Group | 110 | $115.0K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 107 | $112.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 106 | $111.4K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 102 | $107.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $105.1K | 0.06% | −35−25.9% | Reduced |
| Turim 21 Investimentos Ltda. | 100 | $105.1K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $105.1K | 0.01% | +31+44.9% | Added |
| Ogorek Anthony Joseph | 100 | $105.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 96 | $100.9K | 0.04% | −29−23.2% | Reduced |
| Sittner & Nelson, LLC | 95 | $99.9K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 92 | $96.7K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $95.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 90 | $94.6K | 0.04% | −10−10.0% | Reduced |
| MV Capital Management, Inc. | 87 | $91.5K | 0.01% | +1+1.2% | Added |
| GW&K Investment Management, LLC | 87 | $91.0K | 0.00% | +8+10.1% | Added |
| St. Johns Investment Management Company, LLC | 86 | $90.4K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 86 | $90.4K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 86 | $90.4K | 0.00% | +46+115.0% | Added |
| Golden State Equity Partners | 86 | $90.4K | 0.01% | +86 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 85 | $89.4K | 0.03% | +85 | New |
| Catalyst Capital Advisors LLC | 84 | $88.3K | 0.00% | −20−19.2% | Reduced |
| Prestige Wealth Management Group LLC | 82 | $86.2K | 0.02% | −20−19.6% | Reduced |
| Eagle Bay Advisors LLC | 80 | $84.1K | 0.03% | −1−1.2% | Reduced |
| Versant Capital Management, Inc | 79 | $83.0K | 0.02% | +11+16.2% | Added |
| Accent Capital Management, LLC | 75 | $78.8K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 94 | $78.0K | 0.02% | +94 | New |
| Hantz Financial Services, Inc. | 73 | $77.0K | 0.00% | +34+87.2% | Added |
| Wintrust Investments LLC | 70 | $74.0K | 0.05% | −446−86.4% | Reduced |
| Rosenberg Matthew Hamilton | 66 | $69.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 66 | $69.4K | 0.04% | +6+10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 65 | $68.3K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 65 | $68.3K | 0.03% | +21+47.7% | Added |
| Sandy Spring Bank | 63 | $65.7K | 0.00% | −3−4.5% | Reduced |
| Heritage Wealth Advisors | 61 | $64.1K | 0.00% | +3+5.2% | Added |
| Castleview Partners, LLC | 59 | $62.0K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 57 | $59.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $58.9K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 55 | $57.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $57.8K | 0.00% | +9+19.6% | Added |
| Kimelman & Baird, LLC | 54 | $56.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $52.6K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $52.6K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $52.6K | 0.00% | +28+127.3% | Added |
| WealthCollab, LLC | 49 | $51.5K | 0.03% | −25−33.8% | Reduced |
| Carolinas Wealth Consulting LLC | 49 | $51.5K | 0.01% | +2+4.3% | Added |
| Friedenthal Financial | 48 | $50.5K | 0.03% | +48 | New |
| Raleigh Capital Management Inc. | 47 | $49.4K | 0.02% | +2+4.4% | Added |
| Hallmark Capital Management Inc | 47 | $49.4K | 0.00% | +47 | New |
| Wiser Advisor Group LLC | 44 | $46.3K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 43 | $45.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $44.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 42 | $44.1K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $43.2K | 0.01% | +4+10.8% | Added |
| Byrne Asset Management LLC | 41 | $43.1K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 41 | $43.1K | 0.00% | +3+7.9% | Added |
| Sunbelt Securities, Inc. | 40 | $42.0K | 0.00% | +3+8.1% | Added |
| Ritter Daniher Financial Advisory LLC | 39 | $41.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $39.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $38.9K | 0.01% | −16−30.2% | Reduced |
| Truvestments Capital LLC | 37 | $38.9K | 0.01% | +37 | New |
| Financial Management Professionals, Inc. | 36 | $38.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $37.8K | 0.00% | −5−12.2% | Reduced |
| Strengthening Families & Communities, LLC | 36 | $37.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 35 | $36.8K | 0.01% | +8+29.6% | Added |
| Fairfield Financial Advisors, LTD | 35 | $36.8K | 0.01% | +35 | New |
| Edmond de Rothschild Holding S.A. | 34 | $35.7K | 0.00% | −5−12.8% | Reduced |
| Capula Management Ltd | 34 | $35.7K | 0.00% | +34 | New |
| Bruce G. Allen Investments, LLC | 33 | $34.7K | 0.03% | −9−21.4% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $34.7K | 0.00% | +1+3.1% | Added |
| Zions Bancorporation, N.A. | 31 | $32.6K | 0.00% | −6−16.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 31 | $32.6K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30 | $31.5K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 30 | $31.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $30.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $29.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 28 | $29.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $28.4K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $26.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $26.3K | 0.01% | +1+4.2% | Added |
| FSA Wealth Management LLC | 25 | $26.3K | 0.01% | +25 | New |
| Activest Wealth Management | 25 | $26.2K | 0.01% | +7+38.9% | Added |
| Frazier Financial Advisors, LLC | 24 | $25.2K | 0.02% | +9+60.0% | Added |
| Rakuten Securities, Inc. | 24 | $25.2K | 0.01% | +19+380.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $25.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $24.2K | 0.02% | +8+53.3% | Added |
| Aspect Partners, LLC | 23 | $24.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 22 | $23.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 21 | $22.1K | 0.01% | −4−16.0% | Reduced |
| Hexagon Capital Partners LLC | 21 | $22.1K | 0.00% | +8+61.5% | Added |