| WFA Asset Management Corp | 148 | $40.2K | 0.03% | +148 | New |
| Harbor Investment Advisory, LLC | 147 | $40.0K | 0.01% | +94+177.4% | Added |
| Investors Research Corp | 142 | $39.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 142 | $39.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 144 | $39.0K | 0.04% | +44+44.0% | Added |
| West Bancorporation Inc | 142 | $39.0K | 0.03% | +142 | New |
| West Paces Advisors Inc. | 140 | $38.0K | 0.01% | +19+15.7% | Added |
| Snowden Capital Advisors LLC | 142 | $38.0K | 0.00% | −2,053−93.5% | Reduced |
| Rosenberg Matthew Hamilton | 137 | $37.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 135 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 131 | $36.0K | 0.00% | −20−13.2% | Reduced |
| Delos Wealth Advisors, LLC | 133 | $36.0K | 0.03% | +133 | New |
| CVA Family Office, LLC | 129 | $35.0K | 0.01% | +129 | New |
| Asset Dedication, LLC | 125 | $34.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $34.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 118 | $32.0K | 0.02% | −101−46.1% | Reduced |
| Sierra Capital LLC | 115 | $31.0K | 0.00% | +17+17.3% | Added |
| Creative Financial Designs Inc | 107 | $29.0K | 0.00% | −11−9.3% | Reduced |
| Winch Advisory Services, LLC | 106 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 108 | $29.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 105 | $29.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $29.0K | 0.02% | +105 | New |
| M&R Capital Management Inc | 102 | $27.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 98 | $27.0K | 0.01% | +13+15.3% | Added |
| Amplius Wealth Advisors, LLC | 103 | $27.0K | 0.00% | +103 | New |
| Steward Financial Group LLC | 100 | $27.0K | 0.02% | +100 | New |
| Cranbrook Wealth Management, LLC | 96 | $26.0K | 0.01% | −10−9.4% | Reduced |
| First Financial Corp | 95 | $26.0K | 0.02% | +14+17.3% | Added |
| HM Payson & Co | 88 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $24.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 89 | $24.0K | 0.01% | +89 | New |
| Glen Eagle Advisors, LLC | 85 | $23.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 85 | $23.1K | 0.01% | +85 | New |
| Atwood & Palmer Inc | 85 | $23.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 85 | $23.0K | 0.00% | +3+3.7% | Added |
| Earnest Partners LLC | 79 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 72 | $20.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 74 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 74 | $20.0K | 0.00% | +40+117.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 71 | $19.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $19.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 70 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 69 | $19.0K | 0.00% | −1−1.4% | Reduced |
| Lenox Wealth Advisors, LLC | 69 | $19.0K | 0.00% | +10+16.9% | Added |
| Credit Agricole S A | 66 | $18.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $18.0K | 0.03% | +65 | New |
| Archer Investment Corp | 66 | $17.9K | 0.01% | +66 | New |
| Financial Management Professionals, Inc. | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 62 | $17.0K | 0.01% | +42+210.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 15,000 | $17.0K | 0.00% | +14,999+1,499,900.0% | Added |
| Hudock, Inc. | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 56 | $15.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 55 | $15.0K | 0.00% | +55 | New |
| Stephens Consulting, LLC | 52 | $14.1K | 0.01% | +52 | New |
| Duncker Streett & Co Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 51 | $13.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 49 | $13.0K | 0.00% | +1+2.1% | Added |
| Private Capital Group, LLC | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 49 | $13.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $13.0K | 0.00% | +5+11.6% | Added |
| MBM Wealth Consultants, LLC | 44 | $12.0K | 0.00% | −16−26.7% | Reduced |
| PSI Advisors, LLC | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 42 | $11.0K | 0.02% | +42 | New |
| Barnett & Company, Inc. | 41 | $11.0K | 0.01% | +41 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 39 | $11.0K | 0.01% | +39 | New |
| Bivin & Associates, Inc. | 42 | $11.0K | 0.01% | +42 | New |
| Cascade Investment Advisors, Inc. | 40 | $10.9K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 36 | $10.0K | 0.00% | −1−2.7% | Reduced |
| First Personal Financial Services | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 35 | $10.0K | 0.00% | +35 | New |
| Arlington Partners LLC | 35 | $10.0K | 0.00% | +35 | New |
| Concord Wealth Partners | 36 | $10.0K | 0.00% | +36 | New |
| Strengthening Families & Communities, LLC | 734 | $10.0K | 0.01% | +734 | New |
| Brown Brothers Harriman & Co | 33 | $9.00K | 0.00% | −17−34.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 32 | $9.00K | 0.01% | +32 | New |
| Ahl Investment Management, Inc. | 28 | $8.00K | 0.01% | +28 | New |
| Mystic Asset Management, Inc. | 31 | $8.00K | 0.00% | +31 | New |
| Fieldpoint Private Securities, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 26 | $7.00K | 0.00% | +16+160.0% | Added |
| Paragon Capital Management Ltd | 25 | $7.00K | 0.00% | +25 | New |
| PFS Partners, LLC | 25 | $6.79K | 0.01% | +25 | New |
| North Star Investment Management Corp. | 21 | $6.00K | 0.00% | −85−80.2% | Reduced |
| Optimum Investment Advisors | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 22 | $6.00K | 0.00% | +8+57.1% | Added |
| Core Alternative Capital | 22 | $6.00K | 0.00% | +22 | New |
| Zullo Investment Group, Inc. | 23 | $6.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 19 | $5.16K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $5.00K | 0.00% | −5−19.2% | Reduced |