| Authentikos Wealth Advisory, LLC | 277 | $40.0K | 0.04% | +277 | New |
| M&R Capital Management Inc | 267 | $38.6K | 0.01% | +51+23.6% | Added |
| Boyd Watterson Asset Management LLC | 262 | $37.8K | 0.02% | −3−1.1% | Reduced |
| Missouri Trust & Investment Co | 260 | $37.5K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 254 | $36.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 250 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 246 | $35.5K | 0.03% | −90−26.8% | Reduced |
| AdvisorNet Financial, Inc | 237 | $34.3K | 0.00% | −127−34.9% | Reduced |
| Carolinas Wealth Consulting LLC | 17,037 | $33.5K | 0.01% | −565−3.2% | Reduced |
| Armstrong Advisory Group, Inc | 221 | $31.9K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 215 | $31.0K | 0.02% | −376−63.6% | Reduced |
| Arrow Financial Corp | 210 | $30.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 208 | $30.0K | 0.00% | −12−5.5% | Reduced |
| Manchester Capital Management LLC | 205 | $29.6K | 0.00% | +59+40.4% | Added |
| Compass Wealth Management LLC | 200 | $28.9K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 200 | $28.0K | 0.02% | +200 | New |
| Rosenberg Matthew Hamilton | 194 | $28.0K | 0.01% | −178−47.8% | Reduced |
| Sutton Wealth Advisors Inc. | 193 | $27.9K | 0.01% | +28+17.0% | Added |
| Milestone Investment Advisors LLC | 193 | $27.9K | 0.01% | +193 | New |
| Lee Financial Co | 190 | $27.6K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 190 | $27.4K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 185 | $26.7K | 0.02% | −3−1.6% | Reduced |
| Sunbelt Securities, Inc. | 182 | $26.3K | 0.00% | +22+13.8% | Added |
| Ofi Invest Asset Management | 183 | $25.0K | 0.00% | +183 | New |
| Householder Group Estate & Retirement Specialist, LLC | 172 | $24.9K | 0.01% | +172 | New |
| Sandy Spring Bank | 171 | $24.7K | 0.00% | +10+6.2% | Added |
| Investors Research Corp | 166 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 154 | $22.2K | 0.01% | −31−16.8% | Reduced |
| First Pacific Financial | 151 | $21.8K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 150 | $21.7K | 0.01% | +150 | New |
| MV Capital Management, Inc. | 141 | $20.4K | 0.00% | +4+2.9% | Added |
| Carmel Capital Partners, LLC | 140 | $20.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 135 | $19.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 135 | $19.0K | 0.01% | +1+0.7% | Added |
| Glassman Wealth Services | 128 | $18.5K | 0.00% | −16−11.1% | Reduced |
| St Germain D J Co Inc | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 121 | $17.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 119 | $17.2K | 0.01% | +119 | New |
| Annapolis Financial Services, LLC | 118 | $17.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 117 | $16.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 112 | $16.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 112 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 108 | $15.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 102 | $14.9K | 0.01% | +102 | New |
| Prestige Wealth Management Group LLC | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 92 | $13.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 88 | $12.7K | 0.00% | +50+131.6% | Added |
| Earnest Partners LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 77 | $11.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $10.3K | 0.00% | +4+6.0% | Added |
| Sound Income Strategies, LLC | 70 | $10.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $9.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $9.38K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 64 | $9.24K | 0.00% | −25−28.1% | Reduced |
| Bogart Wealth, LLC | 62 | $8.95K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $8.95K | 0.00% | +62 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $8.76K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 56 | $8.09K | 0.00% | −4−6.7% | Reduced |
| Flaharty Asset Management, LLC | 54 | $7.80K | 0.00% | +54 | New |
| Pacific Center for Financial Services | 50 | $7.22K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $7.22K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $7.08K | 0.00% | −15−23.4% | Reduced |
| Baker Avenue Asset Management, LP | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 49 | $7.00K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 48 | $6.93K | 0.00% | +27+128.6% | Added |
| Newbridge Financial Services Group, Inc. | 48 | $6.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 46 | $6.64K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 44 | $6.35K | 0.01% | −85−65.9% | Reduced |
| Steward Financial Group LLC | 47 | $6.00K | 0.00% | −19−28.8% | Reduced |
| GW&K Investment Management, LLC | 44 | $6.00K | 0.00% | +3+7.3% | Added |
| TSFG, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 41 | $5.92K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 39 | $5.63K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 38 | $5.49K | 0.00% | +38 | New |
| Ancora Advisors, LLC | 37 | $5.34K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $5.20K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 29 | $5.06K | 0.00% | −2,071−98.6% | Reduced |
| Solstein Capital, LLC | 33 | $4.76K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 33 | $4.73K | 0.00% | +33 | New |
| Abound Wealth Management | 32 | $4.62K | 0.00% | −4−11.1% | Reduced |
| Impact Partnership Wealth, LLC | 30 | $4.33K | 0.00% | −1,966−98.5% | Reduced |
| Buck Wealth Strategies, LLC | 29 | $4.25K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 28 | $4.05K | 0.00% | +15+115.4% | Added |
| Financial Management Professionals, Inc. | 26 | $4.00K | 0.00% | −210−89.0% | Reduced |
| Stephens Consulting, LLC | 27 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26 | $3.75K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 24 | $3.46K | 0.00% | +24 | New |
| JJJ Advisors Inc. | 21 | $3.03K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 24 | $3.00K | 0.00% | +24 | New |
| WR Wealth Planners, LLC | 20 | $2.89K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $2.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $2.74K | 0.00% | −2−9.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 17 | $2.45K | 0.00% | 00.0% | Unchanged |
