| LifePlan Financial, LLC | 443 | $206.9K | 0.19% | −49−10.0% | Reduced |
| Gitterman Wealth Management, LLC | 442 | $206.5K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 441 | $206.0K | 0.01% | +54+14.0% | Added |
| Aspire Wealth Management Corp | 441 | $206.0K | 0.12% | −10−2.2% | Reduced |
| McLean Asset Management Corp | 445 | $205.1K | 0.07% | +445 | New |
| Global Strategic Investment Solutions, LLC | 438 | $204.7K | 0.02% | +438 | New |
| Westshore Wealth, LLC | 436 | $203.4K | 0.08% | +436 | New |
| TAGStone Capital, Inc. | 434 | $203.0K | 0.12% | +434 | New |
| Woodard & Co Asset Management Group Inc | 433 | $202.3K | 0.05% | +433 | New |
| Sanchez Wealth Management Group | 433 | $202.2K | 0.07% | +433 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 431 | $201.3K | 0.12% | −46−9.6% | Reduced |
| Royal Capital Wealth Management, LLC | 431 | $201.3K | 0.15% | +431 | New |
| Integrity Financial Corp | 431 | $201.3K | 0.13% | +431 | New |
| Worth Financial Advisory Group, LLC | 431 | $201.3K | 0.13% | +431 | New |
| Mosley Wealth Management | 431 | $201.3K | 0.17% | +431 | New |
| Argus Investors' Counsel, Inc. | 429 | $200.6K | 0.12% | +429 | New |
| Private Ocean, LLC | 429 | $200.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 426 | $199.0K | 0.13% | −21−4.7% | Reduced |
| Members Capital Advisors Inc | 409 | $191.0K | 0.22% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 406 | $189.6K | 0.14% | −116−22.2% | Reduced |
| Bray Capital Advisors | 395 | $184.5K | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 382 | $178.4K | 0.13% | – | – |
| Rowland & Co Investment Counsel | 377 | $176.1K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 375 | $175.0K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 371 | $173.4K | 0.10% | +5+1.4% | Added |
| JFS Wealth Advisors, LLC | 370 | $172.8K | 0.01% | −8−2.1% | Reduced |
| Hollencrest Capital Management | 366 | $171.2K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 367 | $171.0K | 0.10% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 362 | $169.1K | 0.04% | −66−15.4% | Reduced |
| Emfo, LLC | 348 | $162.7K | 0.15% | +2+0.6% | Added |
| Arrow Financial Corp | 346 | $161.6K | 0.02% | −6−1.7% | Reduced |
| Belmont Capital, LLC | 344 | $160.9K | 0.03% | 00.0% | Unchanged |
| Lynx Investment Advisory | 344 | $160.6K | 0.12% | +344 | New |
| Cyrus J. Lawrence, LLC | 344 | $160.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 340 | $158.8K | 0.02% | −69−16.9% | Reduced |
| Tyler-Stone Wealth Management | 336 | $156.7K | 0.06% | +2+0.6% | Added |
| ICA Group Wealth Management, LLC | 332 | $155.1K | 0.09% | −627−65.4% | Reduced |
| Armstrong Advisory Group, Inc | 330 | $154.1K | 0.01% | −31−8.6% | Reduced |
| Beacon Capital Management, LLC | 328 | $153.3K | 0.03% | −57−14.8% | Reduced |
| Accent Capital Management, LLC | 300 | $140.1K | 0.09% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 299 | $139.8K | 0.04% | +6+2.0% | Added |
| MB, Levis & Associates, LLC | 292 | $136.3K | 0.07% | +2+0.7% | Added |
| Silvant Capital Management LLC | 277 | $129.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 275 | $128.5K | 0.05% | +275 | New |
| Coston, McIsaac & Partners | 269 | $125.0K | 0.04% | −3−1.1% | Reduced |
| Avion Wealth | 267 | $124.0K | 0.03% | +5+1.9% | Added |
| Clear Investment Research, LLC | 261 | $122.3K | 0.16% | +70+36.6% | Added |
| J.Safra Asset Management Corp | 259 | $121.0K | 0.01% | +169+187.8% | Added |
| Coppell Advisory Solutions LLC | 259 | $121.0K | 0.02% | +259 | New |
| Halpern Financial, Inc. | 257 | $120.0K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 253 | $118.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 248 | $115.8K | 0.06% | −1−0.4% | Reduced |
| Disciplined Equity Management, Inc. | 243 | $113.5K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 223 | $104.1K | 0.02% | +3+1.4% | Added |
| Sawyer & Company, Inc | 220 | $103.0K | 0.04% | +220 | New |
| Pin Oak Investment Advisors Inc | 214 | $100.0K | 0.10% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 210 | $98.1K | 0.04% | −5−2.3% | Reduced |
| Hartford Financial Management Inc. | 208 | $97.2K | 0.02% | −18−8.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 207 | $97.1K | 0.06% | +1+0.5% | Added |
| Bruce G. Allen Investments, LLC | 203 | $94.8K | 0.08% | −49−19.4% | Reduced |
| Strengthening Families & Communities, LLC | 201 | $94.0K | 0.03% | +201 | New |
| Quintet Private Bank (Europe) S.A. | 174 | $93.5K | 0.01% | +1+0.6% | Added |
| Pinnacle Bancorp, Inc. | 195 | $91.1K | 0.03% | +2+1.0% | Added |
| Tortoise Investment Management, LLC | 194 | $90.7K | 0.01% | +1+0.5% | Added |
| First Personal Financial Services | 194 | $90.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 194 | $90.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $89.7K | 0.02% | +11+6.1% | Added |
| Silicon Valley Capital Partners | 187 | $87.4K | 0.01% | −58−23.7% | Reduced |
| Lowe Wealth Advisors, LLC | 187 | $87.3K | 0.04% | −30−13.8% | Reduced |
| Laurel Wealth Advisors LLC | 184 | $85.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 184 | $85.9K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 181 | $84.5K | 0.05% | +3+1.7% | Added |
| Wetzel Investment Advisors, Inc. | 185 | $84.2K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 178 | $83.1K | 0.07% | +178 | New |
| Pacific Capital Wealth Advisors, Inc | 177 | $82.7K | 0.02% | +26+17.2% | Added |
| Private Wealth Management Group, LLC | 175 | $81.9K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 175 | $81.7K | 0.07% | +175 | New |
| BOK Financial Private Wealth, Inc. | 174 | $81.3K | 0.01% | +83+91.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $80.4K | 0.00% | +2+1.2% | Added |
| Front Row Advisors LLC | 170 | $79.4K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 167 | $78.0K | 0.02% | −17−9.2% | Reduced |
| Zions Bancorporation, N.A. | 163 | $76.1K | 0.01% | −5−3.0% | Reduced |
| Pittenger & Anderson Inc | 161 | $75.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 161 | $75.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 159 | $74.3K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $71.8K | 0.04% | +2+1.3% | Added |
| Cassady Schiller Wealth Management, LLC | 151 | $70.5K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 150 | $70.2K | 0.02% | +1+0.7% | Added |
| Blume Capital Management, Inc. | 150 | $70.1K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 150 | $70.1K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 149 | $69.6K | 0.02% | +149 | New |
| JNBA Financial Advisors | 148 | $69.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 150 | $68.0K | 0.05% | +12+8.7% | Added |
| Financial Network Wealth Advisors LLC | 144 | $67.8K | 0.05% | +144 | New |
| Tacita Capital Inc | 142 | $66.3K | 0.05% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 140 | $65.4K | 0.00% | +55+64.7% | Added |
| Bellevue Asset Management, LLC | 138 | $64.7K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 136 | $64.0K | 0.01% | −10−6.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 136 | $63.7K | 0.01% | +15+12.4% | Added |
| Citizens National Bank Trust Department | 136 | $63.5K | 0.01% | 00.0% | Unchanged |
