| Selective Wealth Management, Inc. | 900 | $77.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 901 | $77.0K | 0.03% | +901 | New |
| Asset Dedication, LLC | 912 | $76.0K | 0.01% | +10+1.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 880 | $76.0K | 0.04% | +880 | New |
| EverSource Wealth Advisors, LLC | 893 | $76.0K | 0.02% | +893 | New |
| Piscataqua Savings Bank | 850 | $73.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 833 | $72.0K | 0.02% | +833 | New |
| Charter Oak Capital Management, LLC | 828 | $71.0K | 0.01% | +1+0.1% | Added |
| Webster Bank, N. A. | 818 | $71.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 789 | $68.0K | 0.01% | −157−16.6% | Reduced |
| Altshuler Shaham Ltd | 787 | $68.0K | 0.00% | +6+0.8% | Added |
| Gemmer Asset Management LLC | 788 | $68.0K | 0.01% | +11+1.4% | Added |
| Cassady Schiller Wealth Management, LLC | 792 | $68.0K | 0.04% | +792 | New |
| Ellevest, Inc. | 782 | $67.0K | 0.01% | −64−7.6% | Reduced |
| Hexagon Capital Partners LLC | 753 | $65.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 748 | $64.0K | 0.00% | −42−5.3% | Reduced |
| Blume Capital Management, Inc. | 750 | $64.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 735 | $63.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 727 | $62.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 728 | $62.0K | 0.04% | +728 | New |
| Front Row Advisors LLC | 711 | $61.0K | 0.02% | +1+0.1% | Added |
| CNB Bank | 687 | $59.0K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 688 | $59.0K | 0.01% | +688 | New |
| Plante Moran Financial Advisors, LLC | 678 | $58.0K | 0.01% | −678−50.0% | Reduced |
| Old North State Trust, LLC | 681 | $58.0K | 0.04% | 00.0% | Unchanged |
| Motco | 662 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 658 | $56.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 639 | $55.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 631 | $54.0K | 0.00% | −131−17.2% | Reduced |
| Glassman Wealth Services | 626 | $54.0K | 0.01% | −60−8.7% | Reduced |
| Mascoma Wealth Management LLC | 622 | $53.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 600 | $52.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 595 | $51.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 600 | $51.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 573 | $49.2K | 0.02% | +37+6.9% | Added |
| Harbour Investments, Inc. | 566 | $49.0K | 0.00% | −4,390−88.6% | Reduced |
| Tower View Investment Management & Research LLC | 570 | $49.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 533 | $46.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 540 | $46.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 534 | $46.0K | 0.00% | +534 | New |
| Brown, Lisle/Cummings, Inc. | 530 | $45.5K | 0.02% | +530 | New |
| Valley National Advisers Inc | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 497 | $43.0K | 0.00% | +74+17.5% | Added |
| Carolinas Wealth Consulting LLC | 486 | $42.0K | 0.01% | +291+149.2% | Added |
| Endurance Wealth Management, Inc. | 481 | $41.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 465 | $40.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 465 | $39.0K | 0.02% | +465 | New |
| Archer Investment Corp | 450 | $38.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 446 | $38.0K | 0.00% | −192−30.1% | Reduced |
| Vectors Research Management, LLC | 435 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 428 | $37.0K | 0.03% | +428 | New |
| BerganKDV Wealth Management, LLC | 400 | $34.0K | 0.00% | −12−2.9% | Reduced |
| Pacific Center for Financial Services | 371 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 374 | $32.0K | 0.00% | +11+3.0% | Added |
| Stephenson National Bank & Trust | 377 | $32.0K | 0.02% | +377 | New |
| Norwood Financial Corp | 375 | $32.0K | 0.04% | +375 | New |
| Delos Wealth Advisors, LLC | 368 | $32.0K | 0.03% | +368 | New |
| Ten Capital Wealth Advisors, LLC | 366 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 344 | $30.0K | 0.00% | +12+3.6% | Added |
| RE Dickinson Investment Advisors, LLC | 345 | $30.0K | 0.02% | +345 | New |
| JNBA Financial Advisors | 331 | $28.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 330 | $28.0K | 0.01% | +330 | New |
| HHM Wealth Advisors, LLC | 325 | $28.0K | 0.01% | +325 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $27.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 305 | $26.0K | 0.00% | −53−14.8% | Reduced |
| Toth Financial Advisory Corp | 300 | $26.0K | 0.00% | −42−12.3% | Reduced |
| Financial Management Professionals, Inc. | 306 | $26.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 298 | $26.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 303 | $26.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 300 | $26.0K | 0.01% | +300 | New |
| American State Bank (Iowa) | 300 | $25.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 294 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 287 | $25.0K | 0.01% | +1+0.3% | Added |
| Alaska Permanent Fund Corp | 290 | $25.0K | 0.00% | +290 | New |
| Cornerstone Advisory, LLC | 290 | $25.0K | 0.00% | +290 | New |
| Ahrens Investment Partners LLC | 289 | $25.0K | 0.01% | +289 | New |
| Global Financial Private Client, LLC | 287 | $24.7K | 0.01% | −6,088−95.5% | Reduced |
| Bell Investment Advisors, Inc | 282 | $24.0K | 0.01% | −41−12.7% | Reduced |
| Optimum Investment Advisors | 280 | $24.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 275 | $24.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 283 | $24.0K | 0.01% | +32+12.7% | Added |
| Barrett Asset Management, LLC | 268 | $23.0K | 0.00% | +18+7.2% | Added |
| Earnest Partners LLC | 257 | $22.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 250 | $21.5K | 0.01% | +250 | New |
| HC Financial Advisors Inc | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 244 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 240 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 240 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 248 | $21.0K | 0.00% | +146+143.1% | Added |
| Loomis Sayles & Co L P | 231 | $20.0K | 0.00% | −30−11.5% | Reduced |
| Private Ocean, LLC | 231 | $20.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 222 | $19.0K | 0.02% | +222 | New |
| Stephens Consulting, LLC | 221 | $19.0K | 0.02% | +221 | New |
| Independence Bank of Kentucky | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 200 | $17.0K | 0.01% | +200 | New |
| Crescent Capital Consulting, LLC | 198 | $16.0K | 0.00% | 00.0% | Unchanged |