| Baystate Wealth Management LLC | 354 | $65.0K | 0.01% | +22+6.6% | Added |
| Charter Oak Capital Management, LLC | 353 | $65.0K | 0.01% | +70+24.7% | Added |
| Heritage Wealth Advisors | 349 | $64.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 322 | $64.0K | 0.01% | −16−4.7% | Reduced |
| Tevis Investment Management | 340 | $62.0K | 0.06% | +147+76.2% | Added |
| Hanson & Doremus Investment Management | 330 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 322 | $59.0K | 0.00% | +120+59.4% | Added |
| Mechanics Financial Corp | 315 | $58.0K | 0.03% | +315 | New |
| Karlinski Andrew C | 306 | $56.0K | 0.10% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 302 | $56.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 304 | $56.0K | 0.06% | +2+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 297 | $55.0K | 0.03% | +1+0.3% | Added |
| Clearview Wealth Advisors LLC | 288 | $53.0K | 0.03% | +59+25.8% | Added |
| Aspire Private Capital, LLC | 279 | $52.0K | 0.02% | −137−32.9% | Reduced |
| Washington Trust Co | 280 | $52.0K | 0.00% | −20−6.7% | Reduced |
| Sandy Spring Bank | 283 | $52.0K | 0.00% | −18−6.0% | Reduced |
| AllSquare Wealth Management LLC | 280 | $52.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 281 | $52.0K | 0.02% | +2+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 280 | $52.0K | 0.00% | +280 | New |
| Greenwood Capital Associates LLC | 272 | $50.0K | 0.01% | −24,441−98.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 273 | $50.0K | 0.01% | −20−6.8% | Reduced |
| TCTC Holdings, LLC | 266 | $49.0K | 0.00% | −423−61.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 268 | $49.0K | 0.02% | +2+0.8% | Added |
| Lee Financial Co | 261 | $48.0K | 0.01% | −3−1.1% | Reduced |
| Johnson Midwest Financial, LLC | 259 | $48.0K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 262 | $48.0K | 0.01% | +241+1,147.6% | Added |
| Western Pacific Wealth Management, LP | 258 | $47.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 253 | $47.0K | 0.01% | +12+5.0% | Added |
| Arcadia Investment Management Corp | 250 | $46.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $46.0K | 0.01% | +66+35.9% | Added |
| Ahrens Investment Partners LLC | 225 | $42.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 224 | $41.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 220 | $41.0K | 0.01% | +61+38.4% | Added |
| First PREMIER Bank | 215 | $40.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 212 | $39.0K | 0.01% | −30−12.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 212 | $39.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 211 | $39.0K | 0.00% | +84+66.1% | Added |
| IAG Wealth Partners, LLC | 206 | $38.0K | 0.01% | +70+51.5% | Added |
| Beacon Capital Management, LLC | 205 | $38.0K | 0.01% | +205 | New |
| Tarbox Family Office, Inc. | 202 | $37.0K | 0.01% | −73−26.5% | Reduced |
| BerganKDV Wealth Management, LLC | 201 | $37.0K | 0.00% | −26−11.5% | Reduced |
| Citizens National Bank Trust Department | 202 | $37.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 198 | $37.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 195 | $36.0K | 0.01% | −252−56.4% | Reduced |
| Capital Advisors, Ltd. LLC | 197 | $36.0K | 0.01% | +18+10.1% | Added |
| Vectors Research Management, LLC | 191 | $35.0K | 0.01% | −90−32.0% | Reduced |
| John W. Brooker & Co., CPAs | 190 | $35.0K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 190 | $35.0K | 0.02% | +29+18.0% | Added |
| Carolinas Wealth Consulting LLC | 181 | $33.0K | 0.01% | −1,428−88.8% | Reduced |
| Webster Bank, N. A. | 180 | $33.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 181 | $33.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 177 | $33.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 171 | $32.0K | 0.01% | −7,178−97.7% | Reduced |
| Evermay Wealth Management LLC | 167 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 163 | $30.0K | 0.00% | +8+5.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 155 | $29.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 155 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 155 | $29.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 159 | $29.0K | 0.01% | +159 | New |
| Valley National Advisers Inc | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $28.0K | 0.01% | +50+50.0% | Added |
| HHM Wealth Advisors, LLC | 152 | $28.0K | 0.01% | +152 | New |
| Tradewinds Capital Management, LLC | 140 | $26.0K | 0.00% | +1+0.7% | Added |
| Rockbridge Investment Management, LCC | 137 | $26.0K | 0.00% | +2+1.5% | Added |
| North Star Investment Management Corp. | 136 | $25.0K | 0.00% | +136 | New |
| Seldon Capital LP | 131 | $24.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 129 | $24.0K | 0.01% | +39+43.3% | Added |
| Orion Capital Management LLC | 129 | $24.0K | 0.01% | +91+239.5% | Added |
| Sterling Investment Advisors, Ltd. | 120 | $22.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 112 | $21.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 109 | $20.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 99 | $18.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 88 | $16.0K | 0.00% | −26−22.8% | Reduced |
| Stonebridge Capital Advisors LLC | 87 | $16.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $16.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 75 | $16.0K | 0.01% | +75 | New |
| Country Trust Bank | 81 | $15.0K | 0.00% | −4−4.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84 | $15.0K | 0.00% | +1+1.2% | Added |
| Tilia Fiduciary Partners, Inc. | 80 | $15.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 78 | $14.0K | 0.00% | −10−11.4% | Reduced |
| Asset Dedication, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 74 | $14.0K | 0.00% | +41+124.2% | Added |
| Arrow Financial Corp | 75 | $14.0K | 0.00% | +75 | New |
| Tompkins Financial Corp | 76 | $14.0K | 0.00% | +76 | New |
| GoalVest Advisory LLC | 78 | $14.0K | 0.01% | +78 | New |
| Focused Wealth Management, Inc | 73 | $13.0K | 0.00% | −524−87.8% | Reduced |
| McIlrath & Eck, LLC | 71 | $13.0K | 0.00% | −200−73.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 72 | $13.0K | 0.00% | −131−64.5% | Reduced |
| Roble, Belko & Company, Inc | 72 | $13.0K | 0.00% | −20−21.7% | Reduced |
| Curi Capital | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 64 | $12.0K | 0.00% | −23−26.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 62 | $11.0K | 0.01% | +41+195.2% | Added |