| Carolinas Wealth Consulting LLC | 97 | $24.8K | 0.01% | −17−14.9% | Reduced |
| Cape Investment Advisory, Inc. | 97 | $24.8K | 0.01% | +9+10.2% | Added |
| Hazlett, Burt & Watson, Inc. | 94 | $25.0K | 0.02% | +31+49.2% | Added |
| Silicon Valley Capital Partners | 99 | $25.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 99 | $25.3K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $25.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $25.5K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 100 | $25.5K | 0.01% | +100 | New |
| Ritter Daniher Financial Advisory LLC | 100 | $25.5K | 0.01% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $25.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 102 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 83 | $26.8K | 0.01% | +83 | New |
| Hobbs Group Advisors, LLC | 108 | $27.6K | 0.01% | +108 | New |
| SJS Investment Consulting Inc. | 110 | $28.1K | 0.01% | +7+6.8% | Added |
| Financial Perspectives, Inc | 112 | $28.6K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 107 | $30.6K | 0.01% | +107 | New |
| Live Oak Investment Partners | – | $30.6K | 0.03% | – | – |
| Larson Financial Group LLC | 122 | $31.1K | 0.00% | −58−32.2% | Reduced |
| Johnson Financial Group, Inc. | 122 | $31.1K | 0.00% | +122 | New |
| Northwest Bank & Trust Co | 124 | $31.7K | 0.03% | +124 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $32.2K | 0.00% | −533−82.9% | Reduced |
| Abound Wealth Management | 129 | $32.9K | 0.01% | +6+4.9% | Added |
| Dogwood Wealth Management LLC | 135 | $34.6K | 0.03% | +135 | New |
| Rothschild Investment LLC | 140 | $35.7K | 0.00% | +140 | New |
| Ashburton (Jersey) Ltd | 215 | $36.0K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 141 | $36.0K | 0.01% | +141 | New |
| Quent Capital, LLC | 147 | $37.5K | 0.01% | +48+48.5% | Added |
| FinTrust Capital Advisors, LLC | 147 | $37.5K | 0.01% | +128+673.7% | Added |
| Trust Co of Vermont | 150 | $38.3K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 150 | $38.3K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 150 | $38.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $38.3K | 0.00% | +35+30.4% | Added |
| Bogart Wealth, LLC | 150 | $38.3K | 0.00% | +50+50.0% | Added |
| JJJ Advisors Inc. | 151 | $38.6K | 0.01% | +2+1.3% | Added |
| Grove Bank & Trust | 152 | $38.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 153 | $39.1K | 0.02% | +153 | New |
| Focused Wealth Management, Inc | 155 | $39.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 156 | $39.8K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 162 | $41.5K | 0.00% | +162 | New |
| North Star Investment Management Corp. | 170 | $43.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 172 | $44.0K | 0.00% | +60+53.6% | Added |
| RFP Financial Group LLC | 174 | $44.4K | 0.02% | +30+20.8% | Added |
| Chesapeake Asset Management LLC | 175 | $44.7K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 176 | $44.9K | 0.02% | −362−67.3% | Reduced |
| Huntington National Bank | 177 | $45.2K | 0.00% | +9+5.4% | Added |
| Strengthening Families & Communities, LLC | 177 | $45.2K | 0.03% | +43+32.1% | Added |
| Archer Investment Corp | 189 | $48.3K | 0.02% | +13+7.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 201 | $51.3K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 206 | $52.6K | 0.02% | +106+106.0% | Added |
| Centiva Capital, LP | 212 | $54.1K | 0.00% | −170−44.5% | Reduced |
| Catalyst Capital Advisors LLC | 212 | $54.1K | 0.00% | +46+27.7% | Added |
| First Foundation Advisors | 216 | $55.1K | 0.00% | −1,517−87.5% | Reduced |
| Dividend Assets Capital, LLC | 225 | $57.0K | 0.01% | +100+80.0% | Added |
| First Manhattan Co | 226 | $57.7K | 0.00% | −62−21.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 227 | $58.0K | 0.02% | +227 | New |
| Plato Investment Management Ltd | 228 | $58.2K | 0.07% | +228 | New |
| SYSTM Wealth Solutions LLC | 233 | $59.5K | 0.01% | +233 | New |
| AllSquare Wealth Management LLC | 235 | $60.0K | 0.04% | +182+343.4% | Added |
| McIlrath & Eck, LLC | 237 | $60.5K | 0.01% | −16−6.3% | Reduced |
| Tidemark, LLC | 246 | $62.8K | 0.04% | +246 | New |
| Washington Trust Advisors, Inc. | 248 | $63.3K | 0.01% | −15−5.7% | Reduced |
| Smartleaf Asset Management LLC | 260 | $64.0K | 0.02% | +260 | New |
| Glassman Wealth Services | 252 | $64.3K | 0.01% | +2+0.8% | Added |
| Blue Bell Private Wealth Management, LLC | 254 | $64.9K | 0.02% | +49+23.9% | Added |
| Main Street Group, LTD | 254 | $64.9K | 0.02% | +254 | New |
| Whittier Trust Co of Nevada Inc | 257 | $65.6K | 0.00% | −27−9.5% | Reduced |
| Coppell Advisory Solutions LLC | 265 | $67.7K | 0.01% | +26+10.9% | Added |
| Caitlin John, LLC | 271 | $69.2K | 0.06% | +271 | New |
| GAMMA Investing LLC | 238 | $69.6K | 0.02% | +238 | New |
| Northwest Capital Management Inc | 291 | $74.3K | 0.02% | −25−7.9% | Reduced |
| EdgeRock Capital LLC | 252 | $76.5K | 0.06% | +252 | New |
| Orion Capital Management LLC | 300 | $76.6K | 0.05% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $76.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $76.6K | 0.01% | +300 | New |
| Bay Harbor Wealth Management, LLC | 311 | $79.4K | 0.03% | +311 | New |
| American Capital Advisory, LLC | 320 | $81.7K | 0.06% | +320 | New |
| Sumitomo Mitsui Financial Group, Inc. | 319 | $81.7K | 0.00% | −7,290−95.8% | Reduced |
| Planning Capital Management Corp | 325 | $83.0K | 0.06% | +325 | New |
| DSM Capital Partners LLC | 342 | $87.3K | 0.00% | +342 | New |
| Groupama Asset Managment | 343 | $87.6K | 0.00% | +343 | New |
| Sands Capital Ventures, LLC | 344 | $87.8K | 0.02% | −521−60.2% | Reduced |
| Park Place Capital Corp | 359 | $91.7K | 0.04% | −62−14.7% | Reduced |
| GeoWealth Management, LLC | 367 | $93.0K | 0.01% | +367 | New |
| South State Corp. | 369 | $94.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 374 | $95.5K | 0.02% | +53+16.5% | Added |
| Quadrant Capital Group LLC | 378 | $96.5K | 0.01% | +198+110.0% | Added |
| Vima LLC | 383 | $97.8K | 0.23% | +383 | New |
| Rise Advisors, LLC | 383 | $97.8K | 0.07% | +172+81.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 395 | $100.9K | 0.03% | −240−37.8% | Reduced |
| V-Square Quantitative Management LLC | 395 | $100.9K | 0.02% | +395 | New |
| Wellington Shields Capital Management, LLC | 400 | $102.1K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 400 | $102.1K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 400 | $102.1K | 0.01% | +400 | New |
| Atwood & Palmer Inc | 403 | $102.9K | 0.01% | +400+13,333.3% | Added |
| Montag A & Associates Inc | 406 | $103.7K | 0.01% | +231+132.0% | Added |
| Versant Capital Management, Inc | 415 | $106.0K | 0.03% | −19−4.4% | Reduced |
