| Carolinas Wealth Consulting LLC | 116 | $80.0K | 0.02% | −3−2.5% | Reduced |
| NEXT Financial Group, Inc | 118 | $81.0K | 0.01% | +42+55.3% | Added |
| Mar Vista Investment Partners LLC | 118 | $82.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 96 | $82.0K | 0.02% | +4+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 119 | $82.0K | 0.00% | +84+240.0% | Added |
| Simon Quick Advisors, LLC | 123 | $85.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 123 | $85.0K | 0.02% | +41+50.0% | Added |
| Duncker Streett & Co Inc | 131 | $91.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 132 | $91.0K | 0.04% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 138 | $95.0K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 139 | $96.0K | 0.04% | +139 | New |
| Laurion Capital Management LP | 148 | $102.0K | 0.00% | −2,707−94.8% | Reduced |
| CVA Family Office, LLC | 149 | $103.0K | 0.03% | +149 | New |
| Rosenberg Matthew Hamilton | 150 | $104.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $105.0K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 153 | $106.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 156 | $108.0K | 0.03% | +120+333.3% | Added |
| Dougherty Wealth Advisers LLC | 161 | $111.0K | 0.16% | 00.0% | Unchanged |
| Glassman Wealth Services | 164 | $113.0K | 0.02% | +11+7.2% | Added |
| Liberty Wealth Management LLC | 165 | $114.0K | 0.04% | +36+27.9% | Added |
| TFC Financial Management | 171 | $118.0K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 175 | $121.0K | 0.06% | +175 | New |
| Reilly Financial Advisors, LLC | 183 | $126.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 186 | $128.0K | 0.02% | +7+3.9% | Added |
| Harbour Investments, Inc. | 188 | $130.0K | 0.00% | +100+113.6% | Added |
| State of Wyoming | 188 | $130.0K | 0.08% | +157+506.5% | Added |
| Anchor Investment Management, LLC | 194 | $134.0K | 0.02% | −18−8.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 195 | $135.0K | 0.02% | +17+9.6% | Added |
| Geneos Wealth Management Inc. | 206 | $141.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 208 | $144.0K | 0.00% | +208 | New |
| Sargent Bickham Lagudis LLC | 210 | $145.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 220 | $152.0K | 1.13% | −10−4.3% | Reduced |
| HM Payson & Co | 229 | $158.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 231 | $160.0K | 0.03% | +231 | New |
| Savior LLC | 244 | $169.0K | 0.14% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 256 | $176.9K | 0.07% | +6+2.4% | Added |
| Hoover Financial Advisors, Inc. | 260 | $180.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 261 | $180.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 262 | $181.0K | 0.07% | −80−23.4% | Reduced |
| Ellevest, Inc. | 262 | $181.0K | 0.02% | −54−17.1% | Reduced |
| Lazard Asset Management LLC | 265 | $182.0K | 0.00% | +127+92.0% | Added |
| Brown Brothers Harriman & Co | 276 | $191.0K | 0.00% | +19+7.4% | Added |
| Enterprise Financial Services Corp | 279 | $193.0K | 0.03% | +9+3.3% | Added |
| Jacobi Capital Management LLC | 281 | $194.0K | 0.03% | +39+16.1% | Added |
| Arete Wealth Advisors, LLC | 657 | $200.0K | 0.03% | −86−11.6% | Reduced |
| JJJ Advisors Inc. | 290 | $200.0K | 0.07% | +36+14.2% | Added |
| Rappaport Reiches Capital Management, LLC | 290 | $200.3K | 0.21% | +290 | New |
| Venture Visionary Partners LLC | 292 | $201.0K | 0.02% | +292 | New |
| Baron Silver Stevens Financial Advisors, LLC | 292 | $201.0K | 0.05% | +292 | New |
| Clark Capital Management Group, Inc. | 292 | $202.0K | 0.00% | +292 | New |
| Sterling Manor Financial, LLC | 293 | $202.0K | 0.16% | +293 | New |
| Chicago Partners Investment Group LLC | 269 | $203.0K | 0.02% | +269 | New |
| Resource Management, LLC | 300 | $207.0K | 0.02% | +300 | New |
| Nicolet Bankshares Inc | 301 | $208.0K | 0.05% | +301 | New |
| Atlas Brown,Inc. | 301 | $208.0K | 0.09% | +301 | New |
| Burns Matteson Capital Management, LLC | 303 | $209.3K | 0.17% | +303 | New |
| Cribstone Capital Management, LLC | 306 | $211.0K | 0.13% | 00.0% | Unchanged |
| First American Trust, FSB | 306 | $211.0K | 0.03% | +306 | New |
| GPS Wealth Strategies Group, LLC | 307 | $212.0K | 0.05% | −10−3.2% | Reduced |
| LGL Partners, LLC | 310 | $214.0K | 0.13% | +310 | New |
| Steigerwald, Gordon & Koch Inc. | 313 | $216.0K | 0.04% | +313 | New |
| Fox Run Management, L.L.C. | 320 | $221.0K | 0.20% | +320 | New |
| Kore Private Wealth LLC | 322 | $222.0K | 0.02% | +322 | New |
| RMB Capital Management, LLC | 324 | $224.0K | 0.01% | −32−9.0% | Reduced |
| RiverFront Investment Group, LLC | 325 | $225.0K | 0.00% | +325 | New |
| SRS Capital Advisors, Inc. | 330 | $228.0K | 0.03% | +330 | New |
| Souders Financial Advisors | 330 | $228.0K | 0.08% | +330 | New |
| MJP Associates Inc | 333 | $230.0K | 0.08% | −26−7.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 333 | $230.0K | 0.03% | +333 | New |
| Clear Creek Financial Management, LLC | 336 | $232.0K | 0.04% | +336 | New |
| Aureus Asset Management, LLC | 340 | $235.0K | 0.02% | −133−28.1% | Reduced |
| Calton & Associates, Inc. | 343 | $235.0K | 0.04% | −20−5.5% | Reduced |
| Apella Capital, LLC | 342 | $236.0K | 0.04% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 345 | $238.0K | 0.02% | 00.0% | Unchanged |
| LCM Capital Management Inc | 347 | $240.0K | 0.20% | +347 | New |
| White Lighthouse Investment Management Inc. | 350 | $242.0K | 0.07% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 350 | $242.0K | 0.02% | +350 | New |
| Lincoln National Corp | 351 | $243.0K | 0.01% | +351 | New |
| Gerber Kawasaki Wealth & Investment Management | 353 | $243.0K | 0.02% | +353 | New |
| Andesa Financial Management Inc. | 353 | $244.0K | 0.07% | −47−11.8% | Reduced |
| Kovack Advisors, Inc. | 354 | $244.0K | 0.03% | +354 | New |
| Capital Advisory Group Advisory Services, LLC | 355 | $245.0K | 0.09% | −98−21.6% | Reduced |
| Claro Advisors LLC | 358 | $247.0K | 0.11% | +358 | New |
| Canal Capital Management, LLC | 359 | $248.0K | 0.07% | 00.0% | Unchanged |
| Homrich & Berg | 360 | $249.0K | 0.01% | +12+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 360 | $249.0K | 0.00% | +360 | New |
| Hennion & Walsh Asset Management, Inc. | 371 | $256.0K | 0.01% | +14+3.9% | Added |
| Investment Partners, Ltd. | 372 | $257.0K | 0.12% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 374 | $258.0K | 0.15% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 378 | $261.0K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 378 | $261.0K | 0.08% | +25+7.1% | Added |
| Evoke Wealth, LLC | 378 | $261.0K | 0.01% | +74+24.3% | Added |
| SFMG, LLC | 378 | $261.0K | 0.03% | +378 | New |
| Marks Group Wealth Management, Inc | 376 | $261.0K | 0.04% | +376 | New |
| JNBA Financial Advisors | 380 | $263.0K | 0.04% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 337 | $263.0K | 0.13% | +141+71.9% | Added |
| Two Sigma Securities, LLC | 382 | $264.0K | 0.07% | +382 | New |
| Linscomb & Williams, Inc. | 386 | $267.0K | 0.01% | −20−4.9% | Reduced |
| Centric Wealth Management | 386 | $267.0K | 0.09% | +386 | New |
| BBR Partners, LLC | 388 | $268.0K | 0.02% | +388 | New |
