| Glassman Wealth Services | 361 | $39.4K | 0.01% | −709−66.3% | Reduced |
| Clean Yield Group | 351 | $38.3K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 349 | $38.1K | 0.01% | +163+87.6% | Added |
| Bangor Savings Bank | 350 | $38.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 345 | $38.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 335 | $36.5K | 0.02% | +335 | New |
| Hexagon Capital Partners LLC | 328 | $35.8K | 0.01% | −141−30.1% | Reduced |
| Harbour Investments, Inc. | 319 | $34.8K | 0.00% | +6+1.9% | Added |
| Trustcore Financial Services, LLC | 303 | $33.1K | 0.00% | +32+11.8% | Added |
| Artemis Wealth Advisors, LLC | 298 | $33.0K | 0.01% | +3+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $32.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 293 | $32.0K | 0.00% | +186+173.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 290 | $32.0K | 0.28% | +290 | New |
| Mascoma Wealth Management LLC | 280 | $30.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 278 | $30.3K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 276 | $30.1K | 0.02% | +22+8.7% | Added |
| CVA Family Office, LLC | 265 | $28.9K | 0.01% | −120−31.2% | Reduced |
| Stonebridge Capital Advisors LLC | 261 | $28.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $27.2K | 0.01% | +95+61.3% | Added |
| Plante Moran Financial Advisors, LLC | 242 | $26.4K | 0.00% | +63+35.2% | Added |
| Private Ocean, LLC | 233 | $25.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 230 | $25.1K | 0.00% | +130+130.0% | Added |
| Clear Street Markets LLC | 226 | $25.0K | 0.01% | −14,158−98.4% | Reduced |
| CNB Bank | 224 | $24.4K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 220 | $24.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 213 | $23.2K | 0.00% | +55+34.8% | Added |
| Ellevest, Inc. | 212 | $23.1K | 0.00% | −1,079−83.6% | Reduced |
| Riverview Trust Co | 214 | $23.0K | 0.02% | +2+0.9% | Added |
| Rise Advisors, LLC | 211 | $23.0K | 0.02% | +3+1.4% | Added |
| State of Wyoming | 210 | $22.9K | 0.01% | −1−0.5% | Reduced |
| Monetary Management Group Inc | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $21.8K | 0.01% | +200 | New |
| Arlington Partners LLC | 195 | $21.3K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 194 | $21.2K | 0.01% | +194 | New |
| Leonteq Securities AG | 193 | $21.0K | 0.00% | −8−4.0% | Reduced |
| Zions Bancorporation, N.A. | 178 | $19.4K | 0.00% | +52+41.3% | Added |
| Trust Co | 164 | $18.0K | 0.00% | −37−18.4% | Reduced |
| Montag A & Associates Inc | 165 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 153 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 153 | $16.7K | 0.00% | −24−13.6% | Reduced |
| Exchange Traded Concepts, LLC | 152 | $16.6K | 0.00% | +152 | New |
| Barrett & Company, Inc. | 150 | $16.4K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 150 | $16.4K | 0.01% | +150 | Added |
| Thompson Siegel & Walmsley LLC | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 137 | $15.0K | 0.00% | −4−2.8% | Reduced |
| JNBA Financial Advisors | 136 | $14.8K | 0.00% | −118−46.5% | Reduced |
| Westside Investment Management, Inc. | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 120 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 120 | $13.1K | 0.00% | +8+7.1% | Added |
| Baystate Wealth Management LLC | 121 | $13.0K | 0.00% | +1+0.8% | Added |
| Earnest Partners LLC | 118 | $12.9K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 116 | $12.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 115 | $12.5K | 0.00% | +74+180.5% | Added |
| My Personal CFO, LLC | 114 | $12.4K | 0.01% | +114 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 104 | $11.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 237 | $11.0K | 0.00% | +155+189.0% | Added |
| Eukles Asset Management | 100 | $11.0K | 0.01% | +100 | New |
| Column Capital Advisors, LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 97 | $10.6K | 0.01% | +1+1.0% | Added |
| Accurate Wealth Management, LLC | 89 | $10.4K | 0.00% | +89 | New |
| Seldon Capital LP | 95 | $10.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 94 | $10.3K | 0.00% | −16−14.5% | Reduced |
| Harvest Fund Management Co., Ltd | 93 | $10.0K | 0.00% | +93 | New |
| JFS Wealth Advisors, LLC | 88 | $9.60K | 0.00% | −6−6.4% | Reduced |
| SRS Capital Advisors, Inc. | 87 | $9.49K | 0.00% | +12+16.0% | Added |
| Romano Brothers and Company | 82 | $8.94K | 0.00% | +82 | New |
| RWM Asset Management, LLC | 80 | $8.72K | 0.00% | +62+344.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 79 | $8.62K | 0.00% | +79 | New |
| Baker Avenue Asset Management, LP | 73 | $7.96K | 0.00% | +73 | New |
| Norway Savings Bank | 61 | $6.65K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 58 | $6.00K | 0.00% | +58 | New |
| Core Alternative Capital | 55 | $6.00K | 0.00% | −277−83.4% | Reduced |
| Canada Pension Plan Investment Board | 53 | $5.78K | 0.00% | −10−15.9% | Reduced |
| BDO Wealth Advisors, LLC | 53 | $5.78K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $5.65K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 52 | $5.63K | 0.00% | +52 | New |
| Pacifica Partners Inc. | 50 | $5.54K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $5.45K | 0.00% | −3−5.7% | Reduced |
| BerganKDV Wealth Management, LLC | 50 | $5.42K | 0.00% | +1+2.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.24K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 47 | $5.13K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 47 | $5.13K | 0.00% | +47 | New |
| Motco | 40 | $4.36K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.36K | 0.00% | +40 | New |
| Sugarloaf Wealth Management, LLC | 38 | $4.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.04K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 38 | $4.00K | 0.00% | +38 | New |
| Tucker Asset Management LLC | 35 | $3.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $3.71K | 0.00% | +19+126.7% | Added |
| Washington Trust Advisors, Inc. | 31 | $3.38K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $2.95K | 0.00% | +11+68.8% | Added |
| Cassady Schiller Wealth Management, LLC | 27 | $2.94K | 0.00% | +27 | New |
| Creative Financial Designs Inc | 26 | $2.84K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 26 | $2.84K | 0.00% | +26 | New |
| Okabena Investment Services Inc | 18 | $2.55K | 0.00% | −1,977−99.1% | Reduced |
| FinTrust Capital Advisors, LLC | 21 | $2.29K | 0.00% | −460−95.6% | Reduced |
| SJS Investment Consulting Inc. | 21 | $2.29K | 0.00% | +3+16.7% | Added |