| Pinnacle Bancorp, Inc. | 285 | $183.0K | 0.06% | −9−3.1% | Reduced |
| Glassman Wealth Services | 275 | $177.0K | 0.03% | +45+19.6% | Added |
| Atticus Wealth Management, LLC | 272 | $175.0K | 0.07% | −95−25.9% | Reduced |
| Heritage Wealth Advisors | 268 | $172.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 268 | $172.0K | 0.03% | +15+5.9% | Added |
| Marshall Wace, LLP | 262 | $169.0K | 0.00% | +262 | New |
| Sandy Cove Advisors, LLC | 259 | $167.0K | 0.14% | +259 | New |
| Harbour Investments, Inc. | 258 | $166.0K | 0.01% | −211−45.0% | Reduced |
| Jones Financial Companies LLLP | 253 | $163.0K | 0.00% | +30+13.5% | Added |
| Belpointe Asset Management LLC | 237 | $153.0K | 0.01% | +237 | New |
| Hexagon Capital Partners LLC | 232 | $149.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 228 | $147.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 229 | $147.0K | 0.04% | +229 | New |
| Hillsdale Investment Management Inc. | 226 | $145.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 205 | $132.0K | 0.07% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $132.0K | 0.10% | 00.0% | Unchanged |
| Corsicana & Co. | 205 | $132.0K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 201 | $129.0K | 0.02% | −26−11.5% | Reduced |
| Truehand, Inc | 200 | $129.0K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 200 | $129.0K | 0.04% | +14+7.5% | Added |
| Equitec Proprietary Markets, LLC | 200 | $129.0K | 0.07% | +200 | New |
| Birch Capital Management, LLC | 197 | $127.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 192 | $123.5K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 192 | $123.0K | 0.00% | +56+41.2% | Added |
| Proequities, Inc. | 189 | $122.0K | 0.01% | −21−10.0% | Reduced |
| Versant Capital Management, Inc | 190 | $122.0K | 0.04% | −1−0.5% | Reduced |
| Concord Wealth Partners | 190 | $122.0K | 0.03% | +84+79.2% | Added |
| Geo Capital Gestora de Recursos Ltd | 182 | $117.0K | 0.06% | −14−7.1% | Reduced |
| Blue Chip Partners, Inc. | 182 | $117.0K | 0.01% | +182 | New |
| Emerald Mutual Fund Advisers Trust | 180 | $116.0K | 0.00% | +180 | New |
| Carolinas Wealth Consulting LLC | 179 | $115.0K | 0.03% | +7+4.1% | Added |
| Harbor Investment Advisory, LLC | 179 | $115.0K | 0.01% | +27+17.8% | Added |
| United Community Bank | 177 | $113.8K | 0.11% | +177 | New |
| Salem Investment Counselors Inc | 168 | $108.0K | 0.00% | +17+11.3% | Added |
| Total Clarity Wealth Management, Inc. | 163 | $105.0K | 0.05% | +10+6.5% | Added |
| PFG Private Wealth Management, LLC | 164 | $105.0K | 0.05% | +157+2,242.9% | Added |
| Confluence Wealth Services, Inc. | 164 | $105.0K | 0.03% | +164 | New |
| Aquire Wealth Advisors, LLC | 157 | $101.0K | 0.05% | +157 | New |
| Catalyst Capital Advisors LLC | 151 | $97.0K | 0.00% | −13−7.9% | Reduced |
| Farmers & Merchants Investments Inc | 148 | $95.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 144 | $93.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 129 | $83.0K | 0.02% | −6−4.4% | Reduced |
| Manchester Capital Management LLC | 129 | $83.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 125 | $80.0K | 0.00% | −49−28.2% | Reduced |
| Rockbridge Investment Management, LCC | 122 | $78.0K | 0.01% | +67+121.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $77.0K | 0.04% | −130−52.0% | Reduced |
| Norway Savings Bank | 116 | $75.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 117 | $75.0K | 0.02% | +2+1.7% | Added |
| First Manhattan Co | 115 | $73.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 114 | $73.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 110 | $71.0K | 0.02% | +110 | New |
| Piscataqua Savings Bank | 107 | $69.0K | 0.05% | +10+10.3% | Added |
| Prestige Wealth Management Group LLC | 105 | $68.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $65.6K | 0.02% | +102 | New |
| West Paces Advisors Inc. | 100 | $64.3K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 100 | $64.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 99 | $64.0K | 0.01% | +13+15.1% | Added |
| Close Asset Management Ltd | 92 | $59.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 90 | $58.0K | 0.01% | −110−55.0% | Reduced |
| Toth Financial Advisory Corp | 89 | $57.0K | 0.01% | −90−50.3% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $57.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 84 | $54.0K | 0.02% | +84 | New |
| O'Dell Group, LLC | 80 | $51.0K | 0.01% | −30−27.3% | Reduced |
| Dark Forest Capital Management LP | 80 | $51.0K | 0.02% | +80 | New |
| Solstein Capital, LLC | 76 | $49.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 76 | $49.0K | 0.03% | −1−1.3% | Reduced |
| Resolute Partners Group | 75 | $48.0K | 0.00% | −80−51.6% | Reduced |
| Valley National Advisers Inc | 75 | $48.0K | 0.01% | +38+102.7% | Added |
| Cornerstone Advisory, LLC | 75 | $48.0K | 0.01% | +75 | New |
| Financial Management Professionals, Inc. | 72 | $46.0K | 0.01% | +9+14.3% | Added |
| Crewe Advisors LLC | 62 | $40.0K | 0.01% | −15−19.5% | Reduced |
| Atlantic Trust, LLC | 62 | $40.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 61 | $39.0K | 0.02% | −5−7.6% | Reduced |
| Princeton Global Asset Management LLC | 60 | $39.0K | 0.01% | +10+20.0% | Added |
| Thompson Siegel & Walmsley LLC | 57 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 53 | $34.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 47 | $30.0K | 0.00% | +47 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 58 | $28.0K | 0.02% | +58 | New |
| Baystate Wealth Management LLC | 42 | $27.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 41 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $26.0K | 0.01% | +39+3,900.0% | Added |
| Hanson & Doremus Investment Management | 39 | $25.0K | 0.01% | −3−7.1% | Reduced |
| JNBA Financial Advisors | 39 | $25.0K | 0.00% | +39 | New |
| Castleview Partners, LLC | 16,080 | $25.0K | 0.00% | +16,080 | New |
| Patriot Financial Group Insurance Agency, LLC | 37 | $24.0K | 0.00% | −1−2.6% | Reduced |
| Bogart Wealth, LLC | 38 | $24.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $24.0K | 0.00% | +3+8.8% | Added |
| BIT Capital GmbH | 36 | $23.2K | 0.00% | +36 | New |
| ClariVest Asset Management LLC | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 35 | $23.0K | 0.00% | +35 | New |
| Atlas Capital Advisors LLC | 35 | $22.5K | 0.00% | −87−71.3% | Reduced |
| Bourgeon Capital Management LLC | 34 | $22.0K | 0.00% | −10−22.7% | Reduced |
| Sittner & Nelson, LLC | 34 | $22.0K | 0.01% | +34 | New |
| TSFG, LLC | 33 | $21.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $21.0K | 0.02% | +33 | New |
| Tradition Wealth Management, LLC | 30 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 30 | $19.0K | 0.02% | +30 | New |
| Level Financial Advisors, Inc. | 29 | $19.0K | 0.01% | +29 | New |
| BDO Wealth Advisors, LLC | 27 | $17.0K | 0.00% | 00.0% | Unchanged |
