| Financial Synergies Wealth Advisors, Inc. | 213 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 225 | $15.0K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 229 | $15.0K | 0.01% | +229 | New |
| Focused Wealth Management, Inc | 234 | $16.1K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 235 | $16.1K | 0.00% | +235 | New |
| Tilia Fiduciary Partners, Inc. | 235 | $16.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 236 | $16.2K | 0.00% | −56−19.2% | Reduced |
| Column Capital Advisors, LLC | 244 | $16.7K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 249 | $17.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 258 | $17.7K | 0.01% | −14−5.1% | Reduced |
| Schubert & Co | 261 | $17.9K | 0.02% | −62−19.2% | Reduced |
| Eagle Bay Advisors LLC | 261 | $17.9K | 0.01% | −176−40.3% | Reduced |
| Valley National Advisers Inc | 252 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 264 | $18.0K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 265 | $18.2K | 0.00% | −24−8.3% | Reduced |
| BerganKDV Wealth Management, LLC | 267 | $18.4K | 0.00% | −160−37.5% | Reduced |
| Albion Financial Group | 269 | $18.5K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 273 | $19.0K | 0.00% | +2+0.7% | Added |
| Close Asset Management Ltd | 277 | $19.0K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 288 | $19.8K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 303 | $20.8K | 0.01% | +303 | New |
| Bourgeon Capital Management LLC | 304 | $20.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 312 | $21.0K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 307 | $21.1K | 0.01% | +307 | New |
| AllSquare Wealth Management LLC | 317 | $21.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 317 | $21.8K | 0.00% | +1+0.3% | Added |
| Financial Perspectives, Inc | 320 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 320 | $22.0K | 0.01% | −166−34.2% | Reduced |
| Pflug Koory, LLC | 324 | $22.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 324 | $22.0K | 0.02% | +1+0.3% | Added |
| JNBA Financial Advisors | 323 | $22.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 344 | $23.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 359 | $24.6K | 0.01% | +18+5.3% | Added |
| SJS Investment Consulting Inc. | 361 | $24.8K | 0.01% | +15+4.3% | Added |
| Thompson Siegel & Walmsley LLC | 369 | $25.0K | 0.00% | −521−58.5% | Reduced |
| Canton Hathaway, LLC | 361 | $25.0K | 0.01% | +361 | New |
| Monetary Management Group Inc | 366 | $25.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 347 | $25.3K | 0.01% | +347 | New |
| Johnson Financial Group, Inc. | 376 | $25.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 379 | $26.0K | 0.01% | +379 | New |
| Activest Wealth Management | 400 | $27.5K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 405 | $27.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 405 | $27.8K | 0.00% | +1+0.2% | Added |
| Tradition Wealth Management, LLC | 404 | $28.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 403 | $28.0K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 415 | $28.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 422 | $29.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 455 | $31.2K | 0.01% | −26−5.4% | Reduced |
| Institutional & Family Asset Management, LLC | 457 | $31.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 454 | $32.0K | 0.01% | +45+11.0% | Added |
| Turim 21 Investimentos Ltda. | 470 | $32.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,589 | $32.3K | 0.01% | −89−2.4% | Reduced |
| Versant Capital Management, Inc | 471 | $32.3K | 0.01% | −347−42.4% | Reduced |
| Heritage Wealth Management, LLC | 474 | $32.5K | 0.00% | +474 | New |
| EverSource Wealth Advisors, LLC | 485 | $33.3K | 0.01% | +73+17.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 499 | $34.3K | 0.02% | −21−4.0% | Reduced |
| Gables Capital Management Inc. | 500 | $34.3K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 505 | $34.7K | 0.02% | +505 | New |
| Baystate Wealth Management LLC | 513 | $35.0K | 0.00% | +379+282.8% | Added |
| Heritage Wealth Advisors | 510 | $35.0K | 0.00% | −76−13.0% | Reduced |
| 3Chopt Investment Partners, LLC | 521 | $35.8K | 0.02% | +521 | New |
| Quent Capital, LLC | 531 | $36.4K | 0.01% | −76−12.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 533 | $36.6K | 0.02% | −66−11.0% | Reduced |
| Arlington Partners LLC | 540 | $37.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 540 | $37.1K | 0.01% | +540 | New |
| Farther Finance Advisors, LLC | 541 | $37.1K | 0.01% | +541 | New |
| Burleson & Company, LLC | 561 | $38.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 567 | $38.9K | 0.00% | −96−14.5% | Reduced |
| Silvant Capital Management LLC | 588 | $40.4K | 0.00% | −550−48.3% | Reduced |
| Montag A & Associates Inc | 594 | $40.8K | 0.00% | −1−0.2% | Reduced |
| Dividend Assets Capital, LLC | 598 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 552 | $41.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 602 | $41.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 609 | $41.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 613 | $42.1K | 0.01% | −225−26.8% | Reduced |
| Rebalance, LLC | 638 | $43.8K | 0.00% | +638 | New |
| Grove Bank & Trust | 642 | $44.0K | 0.01% | +642 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 642 | $44.1K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 643 | $44.1K | 0.01% | −376−36.9% | Reduced |
| Byrne Asset Management LLC | 644 | $44.2K | 0.03% | −36−5.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 648 | $44.5K | 0.01% | +116+21.8% | Added |
| CVA Family Office, LLC | 650 | $44.6K | 0.01% | +290+80.6% | Added |
| McIlrath & Eck, LLC | 657 | $45.1K | 0.01% | −91−12.2% | Reduced |
| Concord Wealth Partners | 673 | $46.2K | 0.01% | +673 | New |
| West Paces Advisors Inc. | 677 | $46.5K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 693 | $47.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 694 | $47.6K | 0.03% | −26−3.6% | Reduced |
| General Partner, Inc. | 703 | $48.2K | 0.04% | +703 | New |
| Norway Savings Bank | 704 | $48.3K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 730 | $50.1K | 0.02% | −10−1.4% | Reduced |
| Winch Advisory Services, LLC | 761 | $52.0K | 0.02% | +4+0.5% | Added |
| Iron Horse Wealth Management, LLC | 753 | $52.0K | 0.03% | +753 | New |
| High Net Worth Advisory Group LLC | 761 | $52.2K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 763 | $52.4K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 776 | $53.3K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 777 | $53.3K | 0.00% | +21+2.8% | Added |
| Essex Investment Management Co LLC | 791 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 790 | $54.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 806 | $55.3K | 0.01% | −22−2.7% | Reduced |
| Cubist Systematic Strategies, LLC | 815 | $55.9K | 0.00% | −322,179−99.7% | Reduced |
