| Consolidated Planning Corp | 626 | $213.5K | 0.02% | +626 | New |
| Investment Advisory Group, LLC | 626 | $213.5K | 0.06% | +626 | New |
| Waterfront Wealth Inc. | 629 | $213.4K | 0.04% | +629 | New |
| CCM Investment Advisers LLC | 625 | $213.1K | 0.02% | +625 | New |
| Financial Advisory Service, Inc. | 624 | $212.7K | 0.01% | +624 | New |
| Redwood Financial Network Corp | 619 | $211.1K | 0.13% | +619 | New |
| Southeast Asset Advisors Inc. | 619 | $211.1K | 0.02% | +619 | New |
| Canandaigua National Trust Co of Florida | 619 | $211.1K | 0.17% | +619 | New |
| Claris Advisors, LLC | 723 | $210.9K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 618 | $210.7K | 0.09% | −6−1.0% | Reduced |
| Cardiff Park Advisors, LLC | 618 | $210.7K | 0.02% | +618 | New |
| Continuum Advisory, LLC | 618 | $210.6K | 0.02% | +618 | New |
| Insight 2811, Inc. | 617 | $210.4K | 0.09% | +617 | New |
| Financial Security Advisor, Inc. | 617 | $210.3K | 0.04% | +617 | New |
| Rebalance, LLC | 614 | $209.4K | 0.01% | +614 | New |
| Kelly Financial Services LLC | 613 | $209.1K | 0.05% | +613 | New |
| Michael S. Ryan, Inc. | 613 | $209.0K | 0.12% | +613 | New |
| Marino, Stram & Associates LLC | 612 | $208.7K | 0.04% | +612 | New |
| Peak Retirement Planning, Inc. | 612 | $208.6K | 0.06% | +612 | New |
| Zhang Financial LLC | 611 | $208.4K | 0.01% | +611 | New |
| American Trust | 611 | $208.4K | 0.02% | +611 | New |
| Live Oak Private Wealth LLC | 610 | $208.0K | 0.03% | +610 | New |
| Crestmont Private Wealth LLC | 609 | $207.7K | 0.07% | +609 | New |
| Independent Wealth Network Inc. | 608 | $207.2K | 0.07% | +608 | New |
| Royal Capital Wealth Management, LLC | 606 | $206.8K | 0.13% | +606 | New |
| MTM Investment Management, LLC | 606 | $206.6K | 0.07% | +24+4.1% | Added |
| Charter Oak Capital Management, LLC | 606 | $206.5K | 0.02% | +606 | New |
| United Advisor Group, LLC | 605 | $206.3K | 0.03% | +605 | New |
| Wealth Management Associates, Inc. | 604 | $206.0K | 0.07% | +604 | New |
| Proathlete Wealth Management LLC | 603 | $205.9K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 603 | $205.6K | 0.01% | +603 | New |
| Sigma Investment Counselors Inc | 601 | $205.1K | 0.01% | +601 | New |
| Family Wealth Partners, LLC | 601 | $204.9K | 0.08% | +601 | New |
| Element Wealth, LLC | 600 | $204.7K | 0.09% | +600 | New |
| Intelligence Driven Advisers, LLC | 600 | $204.6K | 0.03% | +600 | New |
| Virtue Capital Management, LLC | 2,279 | $204.6K | 0.04% | +918+67.5% | Added |
| NTV Asset Management LLC | 598 | $204.0K | 0.02% | +598 | New |
| Eads & Heald Wealth Management | 595 | $203.0K | 0.10% | +595 | New |
| Violich Capital Management, Inc. | 595 | $202.9K | 0.02% | +595 | New |
| Fairbanks Capital Management, Inc. | 595 | $202.9K | 0.11% | +595 | New |
| Shum Financial Group, Inc. | 594 | $202.7K | 0.15% | +594 | New |
| Osterweis Capital Management Inc | 594 | $202.6K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 594 | $202.6K | 0.01% | +594 | New |
| Grant Private Wealth Management Inc | 593 | $202.3K | 0.12% | +593 | New |
| Sunburst Financial Group, LLC | 592 | $202.0K | 0.04% | +592 | New |
| Delta Financial Advisors LLC | 589 | $200.9K | 0.06% | +589 | New |
| Patron Partners Advisors, LLC | 588 | $200.5K | 0.09% | +588 | New |
| Manchester Capital Management LLC | 584 | $199.3K | 0.03% | −1,812−75.6% | Reduced |
| Hager Investment Management Services, LLC | 578 | $197.1K | 0.11% | −91−13.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 575 | $196.4K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 563 | $192.0K | 0.09% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 563 | $192.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 550 | $187.6K | 0.03% | +480+685.7% | Added |
| Pandora Wealth, Inc. | 547 | $186.5K | 0.11% | −21−3.7% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 545 | $185.8K | 2.40% | +545 | New |
| North Capital, Inc. | 530 | $180.7K | 0.14% | +101+23.5% | Added |
| Gables Capital Management Inc. | 530 | $180.7K | 0.08% | +300+130.4% | Added |
| Grove Bank & Trust | 515 | $175.6K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 515 | $175.6K | 0.01% | +515 | New |
| Motco | 510 | $173.9K | 0.02% | +26+5.4% | Added |
| Bruce G. Allen Investments, LLC | 507 | $172.9K | 0.12% | −1−0.2% | Reduced |
| TSFG, LLC | 504 | $172.0K | 0.03% | +1+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 496 | $169.0K | 0.02% | +496 | New |
| Strategic Investment Solutions, Inc. | 494 | $168.5K | 0.04% | +494 | New |
| Covestor Ltd | 482 | $165.0K | 0.09% | −135−21.9% | Reduced |
| USA Financial Portformulas Corp | 474 | $161.6K | 0.03% | −124−20.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 474 | $161.6K | 0.07% | +45+10.5% | Added |
| REAP Financial Group, LLC | 470 | $160.2K | 0.03% | +43+10.1% | Added |
| Peoples Financial Services Corp. | 462 | $157.5K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 459 | $156.6K | 0.01% | +459 | New |
| Founders Capital Management | 455 | $155.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 434 | $148.0K | 0.00% | −473−52.1% | Reduced |
| Clear Street Markets LLC | 434 | $148.0K | 0.05% | +265+156.8% | Added |
| Westside Investment Management, Inc. | 421 | $143.5K | 0.02% | +57+15.7% | Added |
| Old Second National Bank of Aurora | 411 | $140.2K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $139.7K | 0.03% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 407 | $138.9K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 407 | $138.8K | 0.01% | +105+34.8% | Added |
| Capula Management Ltd | 406 | $138.4K | 0.00% | +406 | New |
| Strategic Advocates LLC | 401 | $136.6K | 0.04% | +401 | New |
| Richardson Capital Management LLC | 400 | $136.4K | 0.06% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 400 | $136.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 374 | $127.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 370 | $126.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 370 | $126.2K | 0.04% | +25+7.2% | Added |
| Nalls Sherbakoff Group, LLC | 367 | $125.2K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 366 | $124.8K | 0.01% | +29+8.6% | Added |
| Medallion Wealth Advisors, LLC | 361 | $123.1K | 0.04% | −50−12.2% | Reduced |
| Virtus ETF Advisers LLC | 360 | $122.8K | 0.07% | +360 | New |
| True Wealth Design, LLC | 359 | $122.3K | 0.04% | +298+488.5% | Added |
| Private Wealth Management Group, LLC | 357 | $121.7K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 352 | $120.0K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 354 | $120.0K | 0.02% | +18+5.4% | Added |
| Mascoma Wealth Management LLC | 350 | $119.3K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 348 | $118.7K | 0.03% | −943−73.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 344 | $117.2K | 0.02% | −30−8.0% | Reduced |
| Hopwood Financial Services, Inc. | 340 | $115.9K | 0.08% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 339 | $115.6K | 0.13% | −60−15.0% | Reduced |
| Creative Financial Designs Inc | 336 | $114.7K | 0.01% | −4,573−93.2% | Reduced |
| Orion Capital Management LLC | 336 | $114.6K | 0.04% | −50−13.0% | Reduced |
