| Total Clarity Wealth Management, Inc. | 220 | $67.0K | 0.03% | +220 | New |
| West Branch Capital LLC | 224 | $68.0K | 0.03% | +208+1,300.0% | Added |
| Creative Financial Designs Inc | 228 | $69.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 230 | $70.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 235 | $71.0K | 0.02% | +170+261.5% | Added |
| Cedar Mountain Advisors, LLC | 236 | $72.0K | 0.02% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 250 | $76.0K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 250 | $76.0K | 0.02% | +250 | New |
| Herold Advisors, Inc. | 250 | $76.0K | 0.03% | +250 | New |
| MV Capital Management, Inc. | 253 | $77.0K | 0.01% | +65+34.6% | Added |
| Arlington Partners LLC | 261 | $79.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 262 | $80.0K | 0.02% | −1−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 266 | $81.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 269 | $82.0K | 0.03% | −63−19.0% | Reduced |
| Newfound Research LLC | 283 | $86.0K | 0.14% | −62−18.0% | Reduced |
| Earnest Partners LLC | 294 | $90.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 295 | $90.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 303 | $92.0K | 0.03% | −13−4.1% | Reduced |
| GeoWealth Management, LLC | 307 | $93.0K | 0.01% | +307 | New |
| Consolidated Planning Corp | 305 | $93.0K | 0.06% | +305 | New |
| Vigilant Capital Management, LLC | 316 | $96.0K | 0.01% | +116+58.0% | Added |
| Baldrige Asset Management LLC | 317 | $97.0K | 0.04% | −30−8.6% | Reduced |
| Prestige Wealth Management Group LLC | 322 | $98.0K | 0.03% | +12+3.9% | Added |
| TD Ameritrade Investment Management, LLC | 458 | $99.0K | 0.00% | −689−60.1% | Reduced |
| Gemmer Asset Management LLC | 325 | $99.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 327 | $100.0K | 0.08% | −106−24.5% | Reduced |
| Stelac Advisory Services LLC | 331 | $101.0K | 0.03% | −388−54.0% | Reduced |
| Oakworth Capital, Inc. | 338 | $103.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 344 | $105.0K | 0.01% | +66+23.7% | Added |
| Trustcore Financial Services, LLC | 352 | $107.0K | 0.01% | −8−2.2% | Reduced |
| Field & Main Bank | 355 | $108.0K | 0.07% | −65−15.5% | Reduced |
| Sonora Investment Management, LLC | 358 | $109.0K | 0.01% | +200+126.6% | Added |
| Key Financial Inc | 374 | $114.0K | 0.06% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 375 | $114.0K | 0.08% | +375 | New |
| Reilly Financial Advisors, LLC | 385 | $117.0K | 0.01% | −35−8.3% | Reduced |
| Tarbox Family Office, Inc. | 384 | $117.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 387 | $118.0K | 0.05% | +387 | New |
| TSFG, LLC | 393 | $120.0K | 0.05% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 394 | $120.0K | 0.08% | +149+60.8% | Added |
| Stonebridge Capital Advisors LLC | 403 | $123.0K | 0.01% | +13+3.3% | Added |
| Column Capital Advisors, LLC | 436 | $133.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 450 | $137.0K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 455 | $139.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 475 | $145.0K | 0.02% | −40−7.8% | Reduced |
| Carolinas Wealth Consulting LLC | 485 | $148.0K | 0.03% | −8−1.6% | Reduced |
| Point72 Hong Kong Ltd | 490 | $149.0K | 0.01% | +490 | New |
| HHM Wealth Advisors, LLC | 507 | $154.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 507 | $154.0K | 0.06% | +49+10.7% | Added |
| Financial Management Professionals, Inc. | 516 | $157.0K | 0.04% | +102+24.6% | Added |
| DB Wealth Management Group, LLC | 528 | $161.0K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 555 | $168.0K | 0.10% | −8−1.4% | Reduced |
| Baystate Wealth Management LLC | 556 | $169.0K | 0.02% | +5+0.9% | Added |
| Freedman Financial Associates, Inc. | 563 | $172.0K | 0.13% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 588 | $179.0K | 0.02% | +8+1.4% | Added |
| Jones Financial Companies LLLP | 591 | $180.0K | 0.00% | −38−6.0% | Reduced |
| Security National Trust Co | 700 | $188.0K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 645 | $196.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 636 | $196.0K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 657 | $200.0K | 0.03% | +657 | New |
| Detalus Advisors, LLC | 658 | $200.0K | 0.10% | +658 | New |
| Asahi Life Asset Management Co., Ltd. | 660 | $201.0K | 0.03% | −1,230−65.1% | Reduced |
| Cavalry Management Group, LLC | 659 | $201.0K | 0.02% | +659 | New |
| Tru Independence Asset Management 2, LLC | 660 | $201.0K | 0.14% | +660 | New |
| Bruderman Asset Management, LLC | 663 | $202.0K | 0.05% | +663 | New |
| Cornerstone Wealth Group, LLC | 666 | $203.0K | 0.04% | +666 | New |
| Advus Financial Partners, LLC | 620 | $204.0K | 0.11% | +620 | New |
| Sadoff Investment Management LLC | 669 | $204.0K | 0.01% | +669 | New |
| Smith, Moore & Co. | 675 | $205.0K | 0.03% | +675 | New |
| Strategic Financial Services, Inc, | 674 | $205.0K | 0.02% | +674 | New |
| MCF Advisors LLC | 676 | $206.0K | 0.02% | +137+25.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 679 | $207.0K | 0.04% | −48,465−98.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 680 | $207.0K | 0.11% | +680 | New |
| Sandbox Financial Partners, LLC | 681 | $207.0K | 0.15% | +681 | New |
| Ratio Wealth Group | 685 | $208.5K | 0.07% | +685 | New |
| Connecticut Wealth Management, LLC | 690 | $210.0K | 0.02% | +690 | New |
| Marshall Financial Group Inc | 695 | $212.0K | 0.09% | +695 | New |
| Tandem Investment Advisors, Inc. | 701 | $213.0K | 0.02% | −77−9.9% | Reduced |
| Stewart & Patten Co LLC | 700 | $213.0K | 0.03% | +700 | New |
| Paulson Wealth Management Inc. | 700 | $213.0K | 0.10% | +700 | New |
| Wealthcare Advisory Partners LLC | 704 | $214.0K | 0.01% | +704 | New |
| Hemington Wealth Management | 704 | $214.0K | 0.08% | +704 | New |
| Whalerock Point Partners, LLC | 707 | $215.0K | 0.08% | +707 | New |
| Reston Wealth Management LLC | 706 | $215.0K | 0.11% | +706 | New |
| 180 Wealth Advisors, LLC | 717 | $216.0K | 0.05% | −3−0.4% | Reduced |
| Tectonic Advisors LLC | 710 | $216.0K | 0.04% | +710 | New |
| Cutter & CO Brokerage, Inc. | 712 | $217.0K | 0.05% | +712 | New |
| Quantamental Technologies LLC | 713 | $217.0K | 0.15% | +713 | New |
| Koshinski Asset Management, Inc. | 713 | $217.1K | 0.02% | +713 | New |
| Northwest Investment Counselors, LLC | 718 | $219.0K | 0.06% | +718 | New |
| Trellis Advisors, LLC | 722 | $219.0K | 0.11% | +722 | New |
| First Interstate Bank | 723 | $220.0K | 0.02% | −158−17.9% | Reduced |
| Circle Wealth Management, LLC | 722 | $220.0K | 0.03% | +722 | New |
| Mayflower Financial Advisors, LLC | 714 | $220.0K | 0.03% | +714 | New |
| SFE Investment Counsel | 725 | $221.0K | 0.06% | +725 | New |
| Court Place Advisors, LLC | 727 | $221.0K | 0.07% | +727 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 730 | $221.0K | 0.03% | +730 | New |
| Global Strategic Investment Solutions, LLC | 734 | $223.0K | 0.04% | – | – |
| Addison Advisors LLC | 733 | $223.0K | 0.18% | 00.0% | Unchanged |
| 6 Meridian | 735 | $224.0K | 0.02% | −9,407−92.8% | Reduced |
| DSC Advisors, L.P. | 736 | $224.0K | 0.30% | +736 | New |