| Jones Financial Companies LLLP | 336 | $65.0K | 0.00% | +100+42.4% | Added |
| High Net Worth Advisory Group LLC | 336 | $65.0K | 0.02% | +336 | New |
| Newbridge Financial Services Group, Inc. | 333 | $64.0K | 0.03% | +8+2.5% | Added |
| Stonebridge Capital Advisors LLC | 314 | $61.0K | 0.01% | −22−6.5% | Reduced |
| Front Row Advisors LLC | 313 | $61.0K | 0.02% | −2−0.6% | Reduced |
| Elmwood Wealth Management, Inc. | 315 | $61.0K | 0.03% | +315 | New |
| American National Bank | 311 | $60.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $60.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 308 | $60.0K | 0.04% | +308 | New |
| Lenox Wealth Advisors, LLC | 299 | $58.0K | 0.01% | −28−8.6% | Reduced |
| Gables Capital Management Inc. | 275 | $53.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 274 | $53.0K | 0.00% | +34+14.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 267 | $52.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 271 | $52.0K | 0.00% | +66+32.2% | Added |
| SOA Wealth Advisors, LLC. | 267 | $51.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 252 | $49.0K | 0.01% | +7+2.9% | Added |
| Curi Capital | 255 | $49.0K | 0.01% | +255 | New |
| Sage Financial Group Inc | 248 | $48.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 245 | $47.0K | 0.00% | +15+6.5% | Added |
| Operose Advisors LLC | 244 | $47.0K | 0.04% | +244 | New |
| Freedman Financial Associates, Inc. | 240 | $46.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 238 | $46.0K | 0.01% | +26+12.3% | Added |
| Equitec Proprietary Markets, LLC | 239 | $46.0K | 0.02% | +239 | New |
| Washington Trust Advisors, Inc. | 236 | $46.0K | 0.00% | +236 | New |
| Marquette Asset Management, LLC | 233 | $45.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 225 | $43.0K | 0.00% | +165+275.0% | Added |
| Pin Oak Investment Advisors Inc | 219 | $42.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 217 | $42.0K | 0.00% | +197+985.0% | Added |
| Trustcore Financial Services, LLC | 214 | $41.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 206 | $40.0K | 0.02% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 199 | $39.0K | 0.03% | +199 | New |
| Investors Research Corp | 199 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 189 | $37.0K | 0.01% | −172−47.6% | Reduced |
| Global Trust Asset Management, LLC | 193 | $37.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 192 | $37.0K | 0.02% | +92+92.0% | Added |
| Annapolis Financial Services, LLC | 187 | $36.0K | 0.01% | −129−40.8% | Reduced |
| Baldwin Brothers Inc | 175 | $34.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 171 | $33.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 140 | $27.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $26.0K | 0.01% | −33−15.5% | Reduced |
| Rockbridge Investment Management, LCC | 126 | $24.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 125 | $24.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 127 | $24.0K | 0.01% | +127 | New |
| Loomis Sayles & Co L P | 120 | $23.0K | 0.00% | −16−11.8% | Reduced |
| C M Bidwell & Associates Ltd | 120 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 120 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 121 | $23.0K | 0.00% | −1−0.8% | Reduced |
| Tradewinds Capital Management, LLC | 120 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $23.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 123 | $23.0K | 0.01% | +123 | New |
| Addison Advisors LLC | 119 | $23.0K | 0.01% | +119 | New |
| Delos Wealth Advisors, LLC | 120 | $23.0K | 0.02% | +120 | New |
| Rosenberg Matthew Hamilton | 112 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 113 | $22.0K | 0.01% | +113 | New |
| Bell Investment Advisors, Inc | 110 | $21.0K | 0.01% | −15−12.0% | Reduced |
| Veritas Investment Management (UK) Ltd | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $21.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $21.0K | 0.01% | +110 | New |
| Laurel Wealth Advisors LLC | 98 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 94 | $18.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 94 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 92 | $18.0K | 0.00% | +65+240.7% | Added |
| Copeland Capital Management, LLC | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $17.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 89 | $17.0K | 0.00% | +89 | New |
| Wagner Wealth Management, LLC | 82 | $16.0K | 0.01% | +28+51.9% | Added |
| Ahrens Investment Partners LLC | 81 | $16.0K | 0.01% | +81 | New |
| Sound Income Strategies, LLC | 79 | $15.0K | 0.00% | −6−7.1% | Reduced |
| Wolff Wiese Magana LLC | 78 | $15.0K | 0.01% | −5−6.0% | Reduced |
| Key Financial Inc | 71 | $14.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 70 | $13.5K | 0.00% | +22+45.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 65 | $13.0K | 0.00% | −19−22.6% | Reduced |
| Retirement Group, LLC | 65 | $13.0K | 0.01% | +65 | New |
| Capital Analysts, LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 62 | $12.0K | 0.00% | +62 | New |
| Arcadia Investment Management Corp | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $11.0K | 0.00% | +55 | New |
| Charter Oak Capital Management, LLC | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $10.0K | 0.01% | +51 | New |
| Wealthstreet Investment Advisors, LLC | 49 | $9.00K | 0.22% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 47 | $9.00K | 0.00% | +13+38.2% | Added |
| Mystic Asset Management, Inc. | 49 | $9.00K | 0.00% | +49 | New |
| Howe & Rusling Inc | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 43 | $8.00K | 0.00% | +43 | New |
| Future Financial Wealth Managment LLC | 43 | $8.00K | 0.01% | +43 | New |
| Versant Capital Management, Inc | 37 | $7.00K | 0.00% | −9−19.6% | Reduced |
| IMA Wealth, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $7.00K | 0.00% | +7+23.3% | Added |
| Mascoma Wealth Management LLC | 35 | $7.00K | 0.00% | +6+20.7% | Added |
| Covestor Ltd | 34 | $7.00K | 0.01% | +34 | New |
| Ulland Investment Advisors, LLC | 35 | $7.00K | 0.00% | +35 | New |
| West Paces Advisors Inc. | 35 | $6.77K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $5.91K | 0.01% | +31 | New |
| Kelly Financial Services LLC | 28 | $5.41K | 0.00% | 00.0% | Unchanged |
