| Avion Wealth | 262 | $60.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 235 | $61.9K | 0.02% | +235 | New |
| Iron Horse Wealth Management, LLC | 237 | $62.0K | 0.03% | +186+364.7% | Added |
| Ten Capital Wealth Advisors, LLC | 239 | $63.0K | 0.03% | −45−15.8% | Reduced |
| Madden Securities Corp | 245 | $64.6K | 0.03% | +245 | New |
| Ashburton (Jersey) Ltd | 255 | $67.0K | 0.04% | 00.0% | Unchanged |
| Red Tortoise LLC | 256 | $67.5K | 0.05% | +256 | New |
| Silicon Valley Capital Partners | 259 | $68.2K | 0.02% | +259 | New |
| Marshall & Sullivan Inc | 270 | $71.2K | 0.04% | +270 | New |
| AXS Investments LLC | 271 | $71.4K | 0.03% | +271 | New |
| Capital Directions Investment Advisors, LLC | 282 | $74.3K | 0.03% | +282 | Added |
| WR Wealth Planners, LLC | 289 | $76.1K | 0.05% | +1+0.3% | Added |
| Marquette Asset Management, LLC | 300 | $79.1K | 0.02% | −91−23.3% | Reduced |
| Truvestments Capital LLC | 302 | $79.6K | 0.04% | +30+11.0% | Added |
| Mendota Financial Group, LLC | 303 | $79.8K | 0.10% | +303 | New |
| My Personal CFO, LLC | 304 | $80.1K | 0.08% | +304 | New |
| Level Financial Advisors, Inc. | 307 | $81.0K | 0.05% | +2+0.7% | Added |
| Glassy Mountain Advisors, Inc. | 316 | $83.3K | 0.05% | +316 | New |
| Cribstone Capital Management, LLC | 321 | $84.6K | 0.05% | +50+18.5% | Added |
| Bromfield Sneider Wealth Advisors | 340 | $89.6K | 0.08% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 342 | $90.1K | 0.07% | +342 | New |
| Arlington Partners LLC | 348 | $91.7K | 0.01% | +103+42.0% | Added |
| Bell Investment Advisors, Inc | 349 | $92.0K | 0.02% | +42+13.7% | Added |
| Cornerstone Planning Group LLC | 357 | $94.1K | 0.04% | +357 | New |
| Earnest Partners LLC | 358 | $94.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 359 | $95.9K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 369 | $97.2K | 0.01% | −80−17.8% | Reduced |
| Antonetti Capital Management LLC | 375 | $98.8K | 0.14% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 375 | $98.8K | 0.03% | +75+25.0% | Added |
| Seldon Capital LP | 379 | $99.9K | 0.09% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 383 | $100.9K | 0.03% | −17−4.3% | Reduced |
| WFA of San Diego, LLC | 390 | $102.7K | 0.08% | +390 | New |
| Financial Management Professionals, Inc. | 392 | $103.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 393 | $104.0K | 0.12% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 395 | $104.1K | 0.05% | +88+28.7% | Added |
| EWG Elevate Inc. | 396 | $104.2K | 0.05% | +396 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 430 | $113.0K | 0.99% | −77−15.2% | Reduced |
| Barrett & Company, Inc. | 440 | $116.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 445 | $117.3K | 0.10% | +220+97.8% | Added |
| Syverson Strege & Co | 451 | $118.8K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 464 | $122.3K | 0.08% | −60−11.5% | Reduced |
| Heritage Wealth Management, LLC | 474 | $124.9K | 0.02% | +87+22.5% | Added |
| Costello Asset Management, INC | 474 | $125.0K | 0.11% | −17−3.5% | Reduced |
| Pflug Koory, LLC | 476 | $125.0K | 0.07% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 481 | $126.8K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 485 | $127.8K | 0.10% | +485 | New |
| Virtus Investment Advisers, Inc. | 492 | $129.7K | 0.09% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 495 | $130.0K | 0.16% | +69+16.2% | Added |
| Bellevue Asset Management, LLC | 500 | $130.8K | 0.10% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 504 | $132.8K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 503 | $133.0K | 0.10% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 505 | $133.1K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 507 | $133.6K | 0.10% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 519 | $136.9K | 0.12% | −525−50.3% | Reduced |
| Goodwin Investment Advisory | 521 | $137.3K | 0.10% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 543 | $143.1K | 0.03% | +3+0.6% | Added |
| Paradigm Asset Management Co LLC | 543 | $143.1K | 0.04% | −7,990−93.6% | Reduced |
| Red Cedar Capital, LLC | 550 | $145.0K | 0.09% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 556 | $146.5K | 0.18% | +159+40.1% | Added |
| St Germain D J Co Inc | 17,192 | $147.2K | 0.05% | −463−2.6% | Reduced |
| PFG Private Wealth Management, LLC | 562 | $148.0K | 0.09% | −5−0.9% | Reduced |
| Altshuler Shaham Ltd | 569 | $149.9K | 0.01% | +345+154.0% | Added |
| Hazlett, Burt & Watson, Inc. | 585 | $154.0K | 0.14% | +40+7.3% | Added |
| Copeland Capital Management, LLC | 591 | $156.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 595 | $156.7K | 0.10% | +595 | New |
| JJJ Advisors Inc. | 590 | $157.3K | 0.04% | +59+11.1% | Added |
| Studio Investment Management LLC | 600 | $158.1K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 614 | $161.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 617 | $162.5K | 0.02% | +13+2.2% | Added |
| HHM Wealth Advisors, LLC | 634 | $167.1K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,492 | $167.4K | 0.04% | −206−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 654 | $172.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 653 | $172.0K | 0.03% | +135+26.1% | Added |
| MinichMacGregor Wealth Management, LLC | 657 | $173.1K | 0.06% | +657 | New |
| Cowen Prime Advisors LLC | 661 | $174.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 677 | $178.5K | 0.02% | +677 | New |
| TSFG, LLC | 686 | $181.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 719 | $190.0K | 0.16% | +83+13.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 734 | $193.4K | 0.24% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 734 | $193.4K | 0.11% | +134+22.3% | Added |
| Orion Capital Management LLC | 740 | $195.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,472 | $197.0K | 0.03% | +874+146.2% | Added |
| Mascoma Wealth Management LLC | 748 | $197.1K | 0.06% | −350−31.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 755 | $199.0K | 0.14% | +204+37.0% | Added |
| Weaver Consulting Group | 761 | $200.4K | 0.10% | +761 | New |
| Weil Company, Inc. | 761 | $200.5K | 0.09% | +761 | New |
| Mills Wealth Advisors LLC | 764 | $201.3K | 0.18% | +764 | New |
| EdgeRock Capital LLC | 765 | $202.0K | 0.11% | −7−0.9% | Reduced |
| Willow Creek Wealth Management Inc. | 765 | $202.0K | 0.03% | +765 | New |
| Epic Trust Investment Advisors, LLC | 768 | $202.0K | 0.30% | +768 | New |
| McIlrath & Eck, LLC | 767 | $202.1K | 0.05% | −600−43.9% | Reduced |
| Monograph Wealth Advisors, LLC | 769 | $203.0K | 0.05% | +769 | New |
| Pacific Capital Wealth Advisors, Inc | 772 | $203.4K | 0.05% | +772 | New |
| Bulltick Wealth Management, LLC | 772 | $203.4K | 0.06% | +772 | New |
| Wells Trecaso Financial Group, LLC | 772 | $203.4K | 0.10% | +772 | New |
| S.E.E.D. Planning Group LLC | 773 | $203.7K | 0.09% | +773 | New |
| Tanager Wealth Management LLP | 777 | $204.8K | 0.06% | +777 | New |
| Stuart Chaussee & Associates, Inc. | 777 | $204.8K | 0.08% | 00.0% | Unchanged |
| Pachira Investments Inc. | 777 | $205.0K | 1.04% | +777 | New |
| Oxinas Partners Wealth Management LLC | 782 | $206.2K | 0.17% | +782 | New |
