| Carolinas Wealth Consulting LLC | 11,352 | $125.6K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 437 | $126.3K | 0.05% | −357−45.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 540 | $130.0K | 0.00% | +360+200.0% | Added |
| Barrett & Company, Inc. | 568 | $136.8K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 574 | $138.2K | 0.05% | +87+17.9% | Added |
| Centennial Bank | 575 | $138.5K | 0.08% | +139+31.9% | Added |
| GHP Investment Advisors, Inc. | 589 | $141.8K | 0.01% | −75−11.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 590 | $142.1K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 594 | $143.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 596 | $143.5K | 0.03% | +3+0.5% | Added |
| Creekmur Asset Management LLC | 613 | $147.6K | 0.05% | +613 | New |
| Gables Capital Management Inc. | 624 | $150.3K | 0.09% | 00.0% | Unchanged |
| Arrow Financial Corp | 640 | $154.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 646 | $155.0K | 0.02% | +199+44.5% | Added |
| State of Wyoming | 655 | $157.7K | 0.03% | +233+55.2% | Added |
| Resources Management Corp | 675 | $163.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 716 | $164.9K | 0.04% | +716 | New |
| Glassman Wealth Services | 696 | $167.6K | 0.02% | −8−1.1% | Reduced |
| Cetera Trust Company, N.A | 698 | $168.1K | 0.10% | +698 | New |
| Heritage Wealth Advisors | 705 | $169.8K | 0.01% | −200−22.1% | Reduced |
| Elgethun Capital Management | 725 | $174.6K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 757 | $182.0K | 0.06% | +93+14.0% | Added |
| Prestige Wealth Management Group LLC | 765 | $184.1K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 775 | $186.6K | 0.08% | +775 | New |
| Acropolis Investment Management, LLC | 779 | $187.6K | 0.01% | +90+13.1% | Added |
| Burkett Financial Services, LLC | 780 | $187.8K | 0.10% | +780 | New |
| Proequities, Inc. | 788 | $189.8K | 0.01% | +16+2.1% | Added |
| Gradient Investments LLC | 797 | $191.9K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 801 | $192.9K | 0.13% | +51+6.8% | Added |
| Operose Advisors LLC | 812 | $195.5K | 0.08% | −255−23.9% | Reduced |
| Executive Wealth Management, LLC | 830 | $200.1K | 0.02% | +830 | New |
| StoneX Group Inc. | 831 | $200.1K | 0.02% | −209−20.1% | Reduced |
| Ethos Financial Group, LLC | 836 | $201.0K | 0.04% | +836 | New |
| Certified Advisory Corp | 837 | $201.6K | 0.03% | −20,110−96.0% | Reduced |
| John G Ullman & Associates Inc | 840 | $202.3K | 0.03% | +840 | New |
| Greenwood Gearhart Inc | 840 | $202.3K | 0.02% | +840 | New |
| Matrix Asset Advisors Inc | 842 | $202.8K | 0.03% | +842 | New |
| Gateway Wealth Partners, LLC | 842 | $202.9K | 0.08% | −1,344−61.5% | Reduced |
| First United Bank Trust | 843 | $203.0K | 0.08% | +843 | New |
| Green Square Capital Advisors LLC | 851 | $204.9K | 0.03% | −518−37.8% | Reduced |
| Austin Private Wealth, LLC | 852 | $205.1K | 0.03% | +852 | New |
| Financial Advisors Network, Inc. | 852 | $205.2K | 0.04% | +852 | New |
| Diversified, LLC | 853 | $205.3K | 0.04% | +853 | New |
| Pacific Sage Partners, LLC | 853 | $205.4K | 0.06% | +853 | New |
| Benin Management CORP | 855 | $205.9K | 0.07% | +855 | New |
| ICA Group Wealth Management, LLC | 858 | $206.7K | 0.05% | +858 | New |
| Covestor Ltd | 858 | $207.0K | 0.14% | +223+35.1% | Added |
| Omnia Family Wealth, LLC | 860 | $207.1K | 0.11% | +860 | New |
| Peak Asset Management, LLC | 860 | $207.1K | 0.05% | +860 | New |
| Charles Schwab Trust Co | 861 | $207.3K | 0.02% | −120−12.2% | Reduced |
| Riverwater Partners LLC | 861 | $207.3K | 0.16% | +861 | New |
| Wealthquest Corp | 862 | $207.6K | 0.02% | +862 | New |
| Fidelity D & D Bancorp Inc | 863 | $207.8K | 0.16% | −123−12.5% | Reduced |
| Accel Wealth Management | 865 | $208.3K | 0.10% | +865 | New |
| Rosenberg Matthew Hamilton | 865 | $208.4K | 0.06% | +74+9.4% | Added |
| PFC Capital Group, Inc. | 870 | $209.0K | 0.12% | +870 | New |
| Country Trust Bank | 869 | $209.3K | 0.01% | −104−10.7% | Reduced |
| Plato Investment Management Ltd | 872 | $210.0K | 0.26% | +872 | New |
| Horan Capital Advisors, LLC. | 875 | $210.7K | 0.08% | +875 | New |
| Signature Estate & Investment Advisors LLC | 875 | $211.0K | 0.01% | +875 | New |
| Fermata Advisors, LLC | 878 | $211.4K | 0.05% | +878 | New |
| Financial Council Asset Management Inc | 888 | $213.8K | 0.14% | +888 | New |
| Westmount Partners, LLC | 888 | $213.8K | 0.09% | +888 | New |
| Lakeridge Wealth Management LLC | 889 | $214.1K | 0.15% | +889 | New |
| NWF Advisory Services Inc. | 891 | $214.6K | 0.04% | +891 | New |
| Financial Advisory Group | 892 | $214.8K | 0.04% | −108−10.8% | Reduced |
| Crumly & Associates Inc. | 892 | $214.8K | 0.06% | +892 | New |
| Aries Wealth Management | 893 | $215.1K | 0.08% | −400−30.9% | Reduced |
| Centric Wealth Management | 799 | $215.3K | 0.07% | +799 | New |
| Abacus Planning Group, Inc. | 894 | $215.3K | 0.05% | +894 | New |
| Clear Creek Financial Management, LLC | 894 | $215.3K | 0.03% | +894 | New |
| Wendell David Associates Inc | 900 | $217.0K | 0.02% | −800−47.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 903 | $217.4K | 0.08% | +903 | New |
| Borer Denton & Associates, Inc. | 905 | $217.9K | 0.08% | +905 | New |
| Jaffetilchin Investment Partners, LLC | 906 | $218.2K | 0.02% | +906 | New |
| Accurate Wealth Management, LLC | 901 | $219.3K | 0.07% | −166−15.6% | Reduced |
| Sanchez Wealth Management Group | 920 | $221.6K | 0.08% | +920 | New |
| Panoramic Investment Advisors, LLC | 921 | $221.8K | 0.19% | +921 | New |
| Strategic Wealth Partners, Ltd. | 922 | $222.0K | 0.03% | −273−22.8% | Reduced |
| Angeles Wealth Management, LLC | 928 | $223.5K | 0.03% | +928 | New |
| Five Oceans Advisors | 930 | $224.0K | 0.13% | +930 | New |
| Arete Wealth Advisors, LLC | 930 | $224.1K | 0.02% | +930 | New |
| Calton & Associates, Inc. | 932 | $224.5K | 0.09% | +932 | New |
| Schnieders Capital Management LLC | 936 | $225.4K | 0.05% | +936 | New |
| Alpha Financial Partners, LLC | 937 | $225.6K | 0.22% | +937 | New |
| CMG Global Holdings, LLC | 820 | $226.1K | 0.16% | +820 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 939 | $226.2K | 0.01% | +717+323.0% | Added |
| Veracity Capital LLC | 939 | $226.2K | 0.09% | −3−0.3% | Reduced |
| Goldstone Financial Group, LLC | 943 | $227.2K | 0.06% | −101−9.7% | Reduced |
| Hills Bank & Trust Co | 945 | $227.6K | 0.02% | +8+0.9% | Added |
| Doheny Asset Management | 945 | $228.0K | 0.22% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 948 | $228.3K | 0.08% | −76−7.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 950 | $228.8K | 0.20% | −213−18.3% | Reduced |
| TL Private Wealth | 950 | $228.8K | 0.12% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 952 | $229.3K | 0.06% | +5+0.5% | Added |
| TCTC Holdings, LLC | 953 | $229.5K | 0.01% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 956 | $230.2K | 0.09% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 962 | $231.7K | 0.05% | +962 | New |
| D'Orazio & Associates, Inc. | 963 | $231.9K | 0.04% | +963 | New |
| Partners Capital Investment Group, LLP | 965 | $232.4K | 0.01% | −299−23.7% | Reduced |
