| Independent Wealth Network Inc. | 392 | $222.0K | 0.14% | +3+0.8% | Added |
| Adams Wealth Management | 391 | $222.0K | 0.07% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 390 | $221.0K | 0.16% | +390 | New |
| Harvest Investment Services, LLC | 388 | $220.0K | 0.09% | −5−1.3% | Reduced |
| Empirical Asset Management, LLC | 387 | $219.0K | 0.21% | +387 | New |
| Richard P Slaughter Associates Inc | 385 | $218.0K | 0.08% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 385 | $218.0K | 0.19% | +385 | New |
| Burns Matteson Capital Management, LLC | 384 | $217.8K | 0.15% | +14+3.8% | Added |
| Ironsides Asset Advisors, LLC | 381 | $216.0K | 0.06% | −2−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 381 | $216.0K | 0.22% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 382 | $216.0K | 0.17% | +382 | New |
| Radnor Capital Management, LLC | 380 | $215.0K | 0.05% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 380 | $215.0K | 4.97% | +380 | New |
| McLean Asset Management Corp | 402 | $214.0K | 0.08% | −448−52.7% | Reduced |
| Financial Advisory Corp | 377 | $214.0K | 0.10% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 376 | $213.0K | 0.02% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 375 | $213.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $213.0K | 0.06% | – | – |
| Godsey & Gibb Associates | 375 | $213.0K | 0.07% | +375 | New |
| Kelly Lawrence W & Associates Inc | 374 | $212.0K | 0.04% | 00.0% | Unchanged |
| Guardian Capital LP | 374 | $212.0K | 0.00% | +374 | New |
| Fulcrum Equity Management | 374 | $212.0K | 0.08% | +374 | New |
| Aspireon Wealth Advisors | 372 | $211.0K | 0.10% | +372 | New |
| West Michigan Advisors, LLC | 372 | $211.0K | 0.16% | +372 | New |
| Valley National Advisers Inc | 370 | $210.0K | 0.04% | +90+32.1% | Added |
| Guyasuta Investment Advisors Inc | 366 | $208.0K | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 367 | $208.0K | 0.04% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 366 | $208.0K | 0.05% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 366 | $208.0K | 0.14% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 367 | $208.0K | 0.11% | +15+4.3% | Added |
| Magnus Financial Group LLC | 366 | $208.0K | 0.04% | +366 | New |
| Bordeaux Wealth Advisors LLC | 367 | $208.0K | 0.10% | +367 | New |
| Single Point Partners, LLC | 365 | $207.0K | 0.06% | −3−0.8% | Reduced |
| Keystone Financial Group | 361 | $205.0K | 0.03% | −100−21.7% | Reduced |
| ICONIQ Capital, LLC | 362 | $205.0K | 0.00% | +362 | New |
| Legacy Wealth Planning, LLC | 360 | $204.0K | 0.23% | −150−29.4% | Reduced |
| Arlington Financial Advisors, LLC | 360 | $204.0K | 0.07% | −20−5.3% | Reduced |
| Tarbox Family Office, Inc. | 359 | $204.0K | 0.04% | −2−0.6% | Reduced |
| Summit Asset Management, LLC | 360 | $204.0K | 0.06% | +360 | New |
| TTP Investments, Inc. | 360 | $204.0K | 0.15% | +360 | New |
| Good Life Advisors, LLC | 359 | $204.0K | 0.02% | +359 | New |
| Clear Creek Financial Management, LLC | 359 | $204.0K | 0.03% | +359 | New |
| Bennett Selby Investments LP | 358 | $203.0K | 0.12% | +358 | New |
| ERTS Wealth Advisors, LLC | 355 | $202.0K | 0.05% | 00.0% | Unchanged |
| Saybrook Capital | 355 | $201.0K | 0.05% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 355 | $201.0K | 0.07% | +355 | New |
| Claraphi Advisory Network, LLC | 354 | $200.0K | 0.07% | −68−16.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 353 | $200.0K | 0.23% | +353 | New |
| Signet Financial Management, LLC | 347 | $197.0K | 0.03% | +347 | New |
| Alaska Permanent Fund Corp | 367 | $196.0K | 0.00% | +367 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 345 | $196.0K | 0.00% | +345 | New |
| Farmers & Merchants Investments Inc | 343 | $195.0K | 0.01% | +41+13.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 342 | $194.0K | 0.00% | −45−11.6% | Reduced |
| Carolinas Wealth Consulting LLC | 343 | $194.0K | 0.04% | −7−2.0% | Reduced |
| Selective Wealth Management, Inc. | 334 | $189.0K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 333 | $189.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 331 | $188.0K | 0.15% | +331 | New |
| Raleigh Capital Management Inc. | 328 | $186.0K | 0.19% | +328 | New |
| Lenox Wealth Advisors, LLC | 323 | $183.0K | 0.02% | −76−19.0% | Reduced |
| Stephens Investment Management Group LLC | 321 | $182.0K | 0.00% | −74−18.7% | Reduced |
| Sofos Investments, Inc. | 3,969 | $180.0K | 0.01% | +3,969 | Added |
| McIlrath & Eck, LLC | 315 | $179.0K | 0.05% | −2−0.6% | Reduced |
| Corsicana & Co. | 306 | $174.0K | 0.11% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 303 | $172.0K | 0.03% | +2+0.7% | Added |
| CKW Financial Group | 300 | $170.0K | 0.03% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $170.0K | 0.09% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $167.0K | 0.08% | – | New |
| Intelligent Financial Strategies | 294 | $167.0K | 0.15% | +294 | New |
| Bellwether Advisors, LLC | 291 | $165.0K | 0.05% | +10+3.6% | Added |
| Ten Capital Wealth Advisors, LLC | 289 | $164.0K | 0.07% | 00.0% | Unchanged |
| Bollard Group LLC | 287 | $163.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 286 | $162.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 285 | $162.0K | 0.23% | +285 | New |
| First National Bank of South Miami | 281 | $159.0K | 0.10% | +18+6.8% | Added |
| Credential Qtrade Securities Inc. | 278 | $157.6K | 0.01% | −418−60.1% | Reduced |
| C M Bidwell & Associates Ltd | 265 | $150.0K | 0.09% | −533−66.8% | Reduced |
| Rosenberg Matthew Hamilton | 263 | $149.0K | 0.05% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 260 | $147.0K | 0.09% | 00.0% | Unchanged |
| Hayden Royal, LLC | 257 | $146.0K | 0.34% | +257 | New |
| Emerald Mutual Fund Advisers Trust | 255 | $145.0K | 0.01% | +255 | New |
| Norway Savings Bank | 250 | $142.0K | 0.06% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 250 | $142.0K | 0.08% | +250 | New |
| City State Bank | 250 | $142.0K | 0.09% | +250 | New |
| Accel Wealth Management | 246 | $139.0K | 0.07% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 234 | $133.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 230 | $130.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 229 | $130.0K | 0.02% | +172+301.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 230 | $130.0K | 0.02% | +195+557.1% | Added |
| Bell Investment Advisors, Inc | 226 | $128.0K | 0.04% | +16+7.6% | Added |
| BDO Wealth Advisors, LLC | 224 | $127.0K | 0.01% | −1−0.4% | Reduced |
| Concord Wealth Partners | 221 | $125.0K | 0.03% | +137+163.1% | Added |
| HighMark Wealth Management LLC | 215 | $122.0K | 0.08% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 211 | $120.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 207 | $117.0K | 0.01% | −70−25.3% | Reduced |
| Vectors Research Management, LLC | 204 | $116.0K | 0.02% | +70+52.2% | Added |
| Confluence Wealth Services, Inc. | 202 | $114.0K | 0.04% | +202 | New |
| M&R Capital Management Inc | 200 | $113.0K | 0.02% | 00.0% | Unchanged |
| TAP Consulting, LLC | 200 | $113.0K | 0.03% | +200 | New |
| Mach-1 Financial Group, Inc. | 200 | $113.0K | 0.08% | +200 | New |
| KRS Capital Management, LLC | 200 | $113.0K | 0.10% | +200 | New |