| Wagner Wealth Management, LLC | 132 | $35.0K | 0.03% | +132 | New |
| Heritage Financial Services, LLC | 135 | $35.0K | 0.02% | +135 | New |
| Optimum Investment Advisors | 125 | $33.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 124 | $33.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 124 | $33.0K | 0.04% | +27+27.8% | Added |
| TSFG, LLC | 127 | $33.0K | 0.01% | +46+56.8% | Added |
| Iron Horse Wealth Management, LLC | 121 | $32.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 118 | $31.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 116 | $31.0K | 0.01% | +116 | New |
| PrairieView Partners, LLC | 112 | $30.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 105 | $28.0K | 0.00% | −14−11.8% | Reduced |
| Institutional & Family Asset Management, LLC | 105 | $28.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 104 | $27.5K | 0.01% | −3−2.8% | Reduced |
| Country Trust Bank | 104 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 102 | $27.0K | 0.02% | +2+2.0% | Added |
| Brewin Dolphin Ltd | 102 | $27.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 104 | $27.0K | 0.01% | +7+7.2% | Added |
| Center for Financial Planning, Inc. | 99 | $26.0K | 0.01% | −62−38.5% | Reduced |
| Beacon Capital Management, LLC | 106 | $26.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 99 | $26.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 97 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $26.0K | 0.00% | +100 | New |
| Castle Wealth Management LLC | 94 | $25.0K | 0.01% | +94 | New |
| Pinnacle Bancorp, Inc. | 90 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 92 | $24.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 89 | $24.0K | 0.01% | +89 | New |
| Heritage Wealth Management, LLC | 86 | $22.7K | 0.01% | +50+138.9% | Added |
| Timber Creek Capital Management LLC | 85 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 80 | $21.0K | 0.02% | +80 | New |
| Private Ocean, LLC | 76 | $20.0K | 0.00% | −18−19.1% | Reduced |
| American National Bank | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 75 | $20.0K | 0.00% | +1+1.4% | Added |
| Sage Private Wealth Group, LLC | 75 | $20.0K | 0.03% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 77 | $20.0K | 0.01% | +77 | New |
| Bay Harbor Wealth Management, LLC | 73 | $19.0K | 0.01% | −2−2.7% | Reduced |
| Rational Advisors LLC | 72 | $19.0K | 0.00% | +2+2.9% | Added |
| Sound Income Strategies, LLC | 71 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 66 | $17.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 64 | $17.0K | 0.01% | +11+20.8% | Added |
| Syverson Strege & Co | 66 | $17.0K | 0.01% | +32+94.1% | Added |
| Raffa Wealth Management, LLC | 63 | $16.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 57 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $14.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 52 | $14.0K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 52 | $13.7K | 0.01% | −46−46.9% | Reduced |
| Lee Financial Co | 51 | $13.0K | 0.00% | −4−7.3% | Reduced |
| First Personal Financial Services | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $13.0K | 0.00% | +14+40.0% | Added |
| Tfo-TDC, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Arrow Financial Corp | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $12.0K | 0.00% | +22+95.7% | Added |
| Enterprise Trust & Investment Co | 45 | $12.0K | 0.01% | +36+400.0% | Added |
| Investors Research Corp | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $11.0K | 0.01% | +24+141.2% | Added |
| 1832 Asset Management L.P. | 37 | $10.0K | 0.00% | −9−19.6% | Reduced |
| Tompkins Financial Corp | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 36 | $10.0K | 0.01% | +21+140.0% | Added |
| Rise Advisors, LLC | 38 | $10.0K | 0.01% | +38 | New |
| Hexagon Capital Partners LLC | 37 | $10.0K | 0.00% | +37 | New |
| Activest Wealth Management | 38 | $10.0K | 0.01% | +38 | New |
| NVWM, LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 31 | $8.00K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 27 | $8.00K | 0.01% | +27 | New |
| QVR LLC | 27 | $7.00K | 0.01% | −259−90.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $7.00K | 0.00% | +4+18.2% | Added |
| Bangor Savings Bank | 25 | $7.00K | 0.00% | +25 | New |
| Professional Financial Advisors, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 22 | $6.00K | 0.00% | +9+69.2% | Added |
| Curi Capital | 24 | $6.00K | 0.00% | +18+300.0% | Added |
| Chilton Capital Management LLC | 21 | $6.00K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 18 | $5.00K | 0.00% | −9−33.3% | Reduced |
| USA Financial Portformulas Corp | 19 | $5.00K | 0.01% | −2−9.5% | Reduced |
| Hoey Investments, Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $5.00K | 0.00% | +12+200.0% | Added |
| Altshuler Shaham Ltd | 20 | $5.00K | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 16 | $4.00K | 0.00% | −2,817−99.4% | Reduced |
| First Bank & Trust | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $4.00K | 0.00% | +16 | New |
| Archer Investment Corp | 13 | $3.43K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |