| Cornerstone Planning Group LLC | 192 | $42.6K | 0.01% | +104+118.2% | Added |
| Caldwell Trust Co | 186 | $42.3K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 185 | $42.1K | 0.02% | +101+120.2% | Added |
| JFS Wealth Advisors, LLC | 184 | $41.9K | 0.00% | +65+54.6% | Added |
| Washington Trust Advisors, Inc. | 183 | $41.6K | 0.00% | −10−5.2% | Reduced |
| Ancora Advisors, LLC | 182 | $41.4K | 0.00% | +91+100.0% | Added |
| MV Capital Management, Inc. | 182 | $41.4K | 0.00% | +2+1.1% | Added |
| Trifecta Capital Advisors, LLC | 181 | $41.2K | 0.01% | −16−8.1% | Reduced |
| Pflug Koory, LLC | 180 | $41.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 175 | $39.8K | 0.01% | −10−5.4% | Reduced |
| Commonwealth Retirement Investments LLC | 175 | $39.8K | 0.01% | +175 | New |
| McIlrath & Eck, LLC | 171 | $38.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 166 | $37.8K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 164 | $37.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 157 | $36.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 156 | $35.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 153 | $34.8K | 0.02% | −7−4.4% | Reduced |
| Prestige Wealth Management Group LLC | 153 | $34.8K | 0.01% | +17+12.5% | Added |
| Bank & Trust Co | 147 | $33.4K | 0.02% | −46−23.8% | Reduced |
| Atlantic Trust, LLC | 142 | $32.3K | 0.01% | −7−4.7% | Reduced |
| Harbor Investment Advisory, LLC | 136 | $30.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 135 | $30.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $30.0K | 0.01% | −173−56.7% | Reduced |
| Wellington Grp LLC | 120 | $27.3K | 0.01% | +120 | New |
| Mascoma Wealth Management LLC | 119 | $27.1K | 0.01% | +5+4.4% | Added |
| Ogorek Anthony Joseph | 121 | $27.0K | 0.01% | −44−26.7% | Reduced |
| Ameriflex Group, Inc. | 115 | $26.2K | 0.01% | −115−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 114 | $25.8K | 0.00% | −54−32.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 110 | $25.0K | 0.00% | +110 | New |
| Delta Asset Management LLC | 107 | $24.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 104 | $23.7K | 0.01% | −7−6.3% | Reduced |
| Planning Project LLC | 101 | $23.0K | 0.01% | +101 | New |
| Bell Investment Advisors, Inc | 101 | $23.0K | 0.00% | +2+2.0% | Added |
| Sound Income Strategies, LLC | 95 | $22.9K | 0.00% | +81+578.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 100 | $22.8K | 0.02% | +100 | New |
| BFSG, LLC | 95 | $21.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 94 | $21.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 95 | $21.0K | 0.00% | +2+2.2% | Added |
| Highline Wealth Partners LLC | 92 | $20.9K | 0.01% | −50−35.2% | Reduced |
| Stephens Consulting, LLC | 90 | $20.5K | 0.01% | +90 | New |
| Key Financial Inc | 88 | $20.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 88 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 86 | $19.6K | 0.02% | +86 | New |
| Fortitude Family Office, LLC | 86 | $19.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $18.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 82 | $18.7K | 0.01% | +21+34.4% | Added |
| JNBA Financial Advisors | 81 | $18.3K | 0.00% | +5+6.6% | Added |
| Cornerstone Financial Management LLC | 80 | $18.2K | 0.02% | +80 | New |
| City Holding Co | 77 | $17.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 76 | $17.2K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 75 | $17.1K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 75 | $17.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 74 | $16.8K | 0.00% | +22+42.3% | Added |
| Addison Advisors LLC | 72 | $16.4K | 0.00% | −2−2.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 71 | $16.2K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 70 | $16.0K | 0.01% | −1−1.4% | Reduced |
| South State Corp. | 70 | $15.9K | 0.00% | −1−1.4% | Reduced |
| United Financial Planning Group LLC | 69 | $15.7K | 0.01% | +69 | New |
| American National Bank | 68 | $15.5K | 0.00% | +10+17.2% | Added |
| Kilter Group LLC | 68 | $15.5K | 0.01% | +20+41.7% | Added |
| Howard Hughes Medical Institute | 64 | $14.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $14.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 61 | $13.9K | 0.00% | +10+19.6% | Added |
| VSM Wealth Advisory, LLC | 60 | $13.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 60 | $13.6K | 0.00% | +15+33.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 59 | $13.4K | 0.01% | −9−13.2% | Reduced |
| Center for Financial Planning, Inc. | 59 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 59 | $13.4K | 0.00% | +1+1.7% | Added |
| Keating Financial Advisory Services, Inc. | 59 | $13.4K | 0.00% | +59 | New |
| Strategic Investment Solutions, Inc. | 58 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 56 | $12.7K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 56 | $12.7K | 0.01% | +56 | New |
| Financial Consulate, Inc | 55 | $12.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55 | $12.5K | 0.00% | −53−49.1% | Reduced |
| Marquette Asset Management, LLC | 52 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 52 | $11.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 51 | $11.7K | 0.01% | +4+8.5% | Added |
| City State Bank | 51 | $11.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 51 | $11.6K | 0.00% | +27+112.5% | Added |
| Vermillion Wealth Management, Inc. | 50 | $11.4K | 0.00% | +50 | New |
| Lodestone Wealth Management LLC | 48 | $10.9K | 0.00% | +48 | New |
| FWL Investment Management, LLC | 47 | $10.7K | 0.00% | +47 | New |
| Evermay Wealth Management LLC | 45 | $10.2K | 0.00% | −55−55.0% | Reduced |
| WPG Advisers, LLC | 44 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 228 | $10.0K | 0.00% | +199+686.2% | Added |
| Redmont Wealth Advisors LLC | 43 | $9.78K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 42 | $9.55K | 0.00% | +42 | New |
| Cetera Trust Company, N.A | 41 | $9.33K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $9.10K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $9.10K | 0.00% | +15+60.0% | Added |
| Ares Financial Consulting, LLC | 40 | $9.10K | 0.01% | +40 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $8.87K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $7.96K | 0.00% | +5+16.7% | Added |
| Laurel Wealth Advisors LLC | 35 | $7.96K | 0.00% | +35 | New |
| Hager Investment Management Services, LLC | 34 | $7.74K | 0.00% | +34 | New |