| Prestige Wealth Management Group LLC | 445 | $93.0K | 0.02% | −2−0.4% | Reduced |
| Arlington Partners LLC | 447 | $93.0K | 0.02% | +195+77.4% | Added |
| Farmers & Merchants Investments Inc | 435 | $91.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 431 | $90.0K | 0.01% | +19+4.6% | Added |
| Glen Eagle Advisors, LLC | 423 | $88.3K | 0.02% | −230−35.2% | Reduced |
| Aspire Private Capital, LLC | 416 | $87.0K | 0.03% | −38−8.4% | Reduced |
| Tucker Asset Management LLC | 418 | $86.9K | 0.03% | +77+22.6% | Added |
| Financial Perspectives, Inc | 411 | $85.9K | 0.04% | +49+13.5% | Added |
| Laffer Tengler Investments | 402 | $83.9K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 394 | $82.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 393 | $82.0K | 0.02% | +74+23.2% | Added |
| Gemmer Asset Management LLC | 390 | $81.0K | 0.01% | +5+1.3% | Added |
| Montag A & Associates Inc | 381 | $80.0K | 0.00% | +290+318.7% | Added |
| Kelly Lawrence W & Associates Inc | 380 | $79.0K | 0.02% | +380 | New |
| Trust Co of Vermont | 376 | $78.0K | 0.00% | +376 | New |
| Eagle Bay Advisors LLC | 361 | $76.0K | 0.05% | −10−2.7% | Reduced |
| Concord Wealth Partners | 363 | $76.0K | 0.02% | +213+142.0% | Added |
| AIA Group Ltd | 364 | $76.0K | 0.00% | +364 | New |
| Heritage Wealth Advisors | 349 | $73.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 341 | $71.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 338 | $71.0K | 0.01% | +11+3.4% | Added |
| Baystate Wealth Management LLC | 332 | $69.0K | 0.01% | +3+0.9% | Added |
| Hanson & Doremus Investment Management | 330 | $69.0K | 0.01% | +300+1,000.0% | Added |
| Karlinski Andrew C | 306 | $64.0K | 0.12% | +306 | New |
| Thompson Siegel & Walmsley LLC | 302 | $63.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $63.0K | 0.00% | +44+17.2% | Added |
| Guardian Wealth Management, Inc. | 302 | $63.0K | 0.06% | +302 | New |
| Sandy Spring Bank | 301 | $62.0K | 0.00% | −540−64.2% | Reduced |
| Cordasco Financial Network | 295 | $62.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 296 | $62.0K | 0.03% | +39+15.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 293 | $61.0K | 0.02% | −636−68.5% | Reduced |
| Covestor Ltd | 287 | $60.0K | 0.08% | +287 | New |
| Vectors Research Management, LLC | 281 | $59.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 283 | $59.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 280 | $58.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 279 | $58.0K | 0.02% | +1+0.4% | Added |
| Tradition Wealth Management, LLC | 274 | $57.0K | 0.01% | +4+1.5% | Added |
| Tarbox Family Office, Inc. | 275 | $57.0K | 0.01% | +17+6.6% | Added |
| McIlrath & Eck, LLC | 271 | $57.0K | 0.02% | +200+281.7% | Added |
| Carmichael Hill & Associates, Inc. | 266 | $56.0K | 0.03% | +2+0.8% | Added |
| Lee Financial Co | 264 | $55.0K | 0.01% | +7+2.7% | Added |
| Crescent Capital Consulting, LLC | 257 | $54.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 259 | $54.0K | 0.04% | +1+0.4% | Added |
| Western Pacific Wealth Management, LP | 258 | $53.0K | 0.03% | +258 | New |
| Covington Capital Management | 250 | $52.0K | 0.00% | −164−39.6% | Reduced |
| Arcadia Investment Management Corp | 250 | $52.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 242 | $51.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 241 | $50.0K | 0.01% | +151+167.8% | Added |
| Bell Investment Advisors, Inc | 236 | $49.0K | 0.01% | +29+14.0% | Added |
| Clearview Wealth Advisors LLC | 229 | $48.0K | 0.03% | +60+35.5% | Added |
| Earnest Partners LLC | 224 | $47.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 227 | $47.0K | 0.00% | +1+0.4% | Added |
| Ahrens Investment Partners LLC | 225 | $47.0K | 0.02% | +225 | New |
| Baldwin Brothers Inc | 220 | $46.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 221 | $46.0K | 0.01% | +221 | New |
| First PREMIER Bank | 215 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 212 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 202 | $42.0K | 0.00% | −1,044−83.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 203 | $42.0K | 0.01% | +66+48.2% | Added |
| Citizens National Bank Trust Department | 202 | $42.0K | 0.02% | +202 | New |
| Masso Torrence Wealth Management Inc. | 204 | $42.0K | 0.03% | +204 | New |
| Tevis Investment Management | 193 | $42.0K | 0.04% | +193 | New |
| HC Financial Advisors Inc | 198 | $41.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 190 | $40.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 185 | $39.0K | 0.02% | +185 | New |
| TCI Wealth Advisors, Inc. | 184 | $38.0K | 0.01% | −96−34.3% | Reduced |
| Webster Bank, N. A. | 180 | $38.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 181 | $37.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 179 | $37.0K | 0.01% | +108+152.1% | Added |
| FSB Premier Wealth Management, Inc. | 180 | $37.0K | 0.02% | +180 | New |
| TAP Consulting, LLC | 173 | $36.0K | 0.01% | +173 | New |
| CoreCap Advisors, LLC | 174 | $36.0K | 0.00% | +174 | New |
| Evermay Wealth Management LLC | 167 | $35.0K | 0.01% | +42+33.6% | Added |
| Stuart Chaussee & Associates, Inc. | 163 | $34.0K | 0.01% | +88+117.3% | Added |
| HWG Holdings LP | 161 | $34.0K | 0.02% | +161 | New |
| Rosenberg Matthew Hamilton | 159 | $33.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 155 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 155 | $32.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 155 | $32.0K | 0.00% | +120+342.9% | Added |
| Cullen/Frost Bankers, Inc. | 155 | $32.0K | 0.00% | +125+416.7% | Added |
| Valley National Advisers Inc | 150 | $31.0K | 0.01% | +150 | New |
| City Holding Co | 177 | $29.0K | 0.00% | −109−38.1% | Reduced |
| Tradewinds Capital Management, LLC | 139 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 135 | $28.0K | 0.00% | +1+0.7% | Added |
| IAG Wealth Partners, LLC | 136 | $28.0K | 0.01% | +100+277.8% | Added |
| Missouri Trust & Investment Co | 135 | $28.0K | 0.02% | +135 | New |
| Rational Advisors LLC | 127 | $27.0K | 0.00% | +74+139.6% | Added |
| Seldon Capital LP | 131 | $27.0K | 0.02% | +131 | New |
| Loomis Sayles & Co L P | 124 | $26.0K | 0.00% | −16−11.4% | Reduced |
| HBC Financial Services, PLLC | 125 | $26.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 125 | $26.0K | 0.01% | +125 | New |
| Sterling Investment Advisors, Ltd. | 120 | $25.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 115 | $24.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 117 | $24.0K | 0.21% | +117 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 114 | $24.0K | 0.01% | +114 | New |
| Delta Asset Management LLC | 112 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 112 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 109 | $22.9K | 0.01% | +60+122.4% | Added |
| TFC Financial Management | 106 | $22.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 99 | $21.0K | 0.01% | 00.0% | Unchanged |
