| Leverty Financial Group, LLC | 306 | $82.0K | 0.06% | +306 | New |
| Life Planning Partners, Inc | 304 | $82.0K | 0.08% | +304 | New |
| Altshuler Shaham Ltd | 310 | $83.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 310 | $83.0K | 0.05% | +310 | New |
| Smith Group Asset Management, LLC | 319 | $85.0K | 0.00% | −1−0.3% | Reduced |
| Creative Financial Designs Inc | 323 | $87.0K | 0.01% | −30−8.5% | Reduced |
| Cribstone Capital Management, LLC | 326 | $87.0K | 0.05% | 00.0% | Unchanged |
| O'Dell Group, LLC | 335 | $90.0K | 0.03% | +85+34.0% | Added |
| First Community Trust NA | 350 | $93.8K | 0.08% | +350 | New |
| Hillsdale Investment Management Inc. | 350 | $94.0K | 0.01% | +30+9.4% | Added |
| Pacifica Partners Inc. | 359 | $96.0K | 0.06% | −8−2.2% | Reduced |
| Earnest Partners LLC | 358 | $96.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 367 | $98.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 364 | $98.0K | 0.02% | +27+8.0% | Added |
| Antonetti Capital Management LLC | 375 | $101.0K | 0.08% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 376 | $101.0K | 0.04% | +100+36.2% | Added |
| Seldon Capital LP | 379 | $102.0K | 0.07% | +379 | New |
| Westside Investment Management, Inc. | 390 | $104.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 391 | $105.0K | 0.02% | −19−4.6% | Reduced |
| Holloway Wealth Management, LLC | – | $107.0K | 0.03% | – | – |
| Freedman Financial Associates, Inc. | 400 | $107.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $107.0K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 408 | $109.0K | 0.08% | +41+11.2% | Added |
| Lenox Wealth Advisors, LLC | 411 | $110.0K | 0.01% | +13+3.3% | Added |
| America First Investment Advisors, LLC | 417 | $112.0K | 0.03% | −184−30.6% | Reduced |
| Hoese & Co LLP | 418 | $112.0K | 0.11% | 00.0% | Unchanged |
| Truvestments Capital LLC | 419 | $112.0K | 0.06% | +19+4.8% | Added |
| Ellis Investment Partners, LLC | 430 | $115.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 435 | $116.0K | 0.00% | +435 | New |
| Karlinski Andrew C | 444 | $119.0K | 0.22% | +444 | New |
| Harel Insurance Investments & Financial Services Ltd. | 449 | $120.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 451 | $121.0K | 0.09% | −68−13.1% | Reduced |
| AIA Group Ltd | 458 | $123.0K | 0.01% | +458 | New |
| Advanced Research Investment Solutions, LLC | 468 | $125.0K | 0.05% | +50+12.0% | Added |
| Tarbox Family Office, Inc. | 469 | $126.0K | 0.02% | +3+0.6% | Added |
| JJJ Advisors Inc. | 473 | $127.0K | 0.04% | +50+11.8% | Added |
| Cordasco Financial Network | 490 | $131.0K | 0.08% | +75+18.1% | Added |
| Tucker Asset Management LLC | 494 | $132.0K | 0.04% | +83+20.2% | Added |
| Financial Enhancement Group LLC | 496 | $133.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 503 | $135.0K | 0.08% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 505 | $135.0K | 0.13% | +505 | New |
| Twin Lakes Capital Management, LLC | 506 | $136.0K | 0.07% | −206−28.9% | Reduced |
| PrairieView Partners, LLC | 506 | $136.0K | 0.02% | +306+153.0% | Added |
| Pin Oak Investment Advisors Inc | 512 | $137.0K | 0.14% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 512 | $137.0K | 0.05% | +512 | New |
| TD Ameritrade Investment Management, LLC | 531 | $142.0K | 0.00% | −2,280−81.1% | Reduced |
| IMA Wealth, Inc. | 536 | $144.0K | 0.03% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 538 | $144.0K | 0.02% | +121+29.0% | Added |
| James Reed Financial Services, Inc. | 548 | $146.0K | 0.14% | +548 | New |
| Red Cedar Capital, LLC | 550 | $147.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 551 | $148.0K | 0.10% | +60+12.2% | Added |
| HHM Wealth Advisors, LLC | 565 | $151.0K | 0.04% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 570 | $153.0K | 0.07% | +570 | New |
| Timber Creek Capital Management LLC | 581 | $155.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 582 | $156.0K | 0.09% | +32+5.8% | Added |
| Newfound Research LLC | 588 | $158.0K | 0.19% | +103+21.2% | Added |
| True Link Financial Advisors, LLC | 22 | $160.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 599 | $161.0K | 0.03% | +200+50.1% | Added |
| Scissortail Wealth Management, LLC | 634 | $170.0K | 0.07% | +634 | New |
| Endurance Wealth Management, Inc. | 638 | $171.0K | 0.02% | +182+39.9% | Added |
| TAP Consulting, LLC | 646 | $173.0K | 0.04% | +646 | New |
| Cowen Prime Advisors LLC | 661 | $177.0K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 669 | $179.0K | 0.06% | −27−3.9% | Reduced |
| Costello Asset Management, INC | 673 | $180.0K | 0.11% | +123+22.4% | Added |
| Versant Capital Management, Inc | 677 | $181.0K | 0.06% | −255−27.4% | Reduced |
| Gibson Wealth Advisors LLC | 687 | $184.0K | 0.19% | +687 | New |
| Aquatic Capital Management LLC | 700 | $188.0K | 0.36% | +700 | New |
| Bradley & Co. Private Wealth Management, LLC | 714 | $191.0K | 0.15% | 00.0% | Unchanged |
| NewSquare Capital LLC | 713 | $191.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 713 | $191.0K | 0.05% | +2+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 725 | $194.0K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 735 | $197.1K | 0.19% | +735 | New |
| CarsonAllaria Wealth Management, Ltd. | 746 | $200.0K | 0.18% | +746 | New |
| Teamwork Financial Advisors, LLC | 748 | $201.0K | 0.04% | +748 | New |
| DSC Advisors, L.P. | 752 | $202.0K | 0.23% | −125−14.3% | Reduced |
| PRW Wealth Management LLC | 753 | $202.0K | 0.09% | +753 | New |
| Strategic Wealth Designers | 755 | $202.0K | 0.05% | +755 | New |
| Copeland Capital Management, LLC | 762 | $204.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 760 | $204.0K | 0.03% | +760 | New |
| Strategic Investment Advisors | 762 | $204.0K | 0.04% | +762 | New |
| Reston Wealth Management LLC | 760 | $204.0K | 0.10% | +760 | New |
| Stonebridge Financial Planning Group, LLC | 800 | $205.0K | 0.11% | 00.0% | Unchanged |
| Diversified, LLC | 765 | $205.0K | 0.09% | +765 | New |
| Simon Quick Advisors, LLC | 768 | $206.0K | 0.06% | +83+12.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 768 | $206.0K | 0.09% | +768 | New |
| Wealth Management Partners, LLC | 1,000 | $206.0K | 0.14% | +1,000 | New |
| Hofer & Associates. Inc | 768 | $206.0K | 0.19% | +768 | New |
| Pflug Koory, LLC | 776 | $208.0K | 0.10% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 777 | $208.0K | 0.09% | +52+7.2% | Added |
| Flynn Zito Capital Management, LLC | 775 | $208.0K | 0.18% | +775 | New |
| Northern Oak Wealth Management Inc | 779 | $209.0K | 0.02% | +12+1.6% | Added |
| Beacon Financial Strategies CORP | 780 | $209.2K | 0.18% | +780 | New |
| Strategic Asset Management, LLC | 784 | $210.0K | 0.29% | 00.0% | Unchanged |
| Invst, LLC | 847 | $210.0K | 0.03% | +847 | New |
| Ade, LLC | 791 | $212.0K | 0.18% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 790 | $212.0K | 0.20% | +790 | New |
| Clay Northam Wealth Management, LLC | 792 | $212.0K | 0.20% | +792 | New |
| Gemmer Asset Management LLC | 793 | $213.0K | 0.03% | +1+0.1% | Added |
| HM Capital Management, LLC | 794 | $213.0K | 0.08% | +794 | New |
| Bridge Advisory, LLC | 794 | $213.0K | 0.10% | +794 | New |