| Pension & Wealth Management Advisors, Inc. | 200 | $21.7K | 0.01% | +158+376.2% | Added |
| Transcendent Capital Group LLC | 205 | $22.3K | 0.01% | +205 | New |
| Tyler-Stone Wealth Management | 205 | $22.3K | 0.01% | +31+17.8% | Added |
| Hobbs Group Advisors, LLC | 206 | $22.4K | 0.01% | +206 | New |
| DB Wealth Management Group, LLC | 211 | $22.9K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 212 | $23.1K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 220 | $23.9K | 0.01% | +220 | New |
| Eukles Asset Management | 223 | $24.2K | 0.01% | −14−5.9% | Reduced |
| America First Investment Advisors, LLC | 224 | $24.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 233 | $25.3K | 0.01% | +20+9.4% | Added |
| Brown, Lisle/Cummings, Inc. | 238 | $25.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 239 | $26.0K | 0.01% | −481−66.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 243 | $26.4K | 0.01% | −63−20.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 243 | $26.4K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 245 | $27.0K | 0.03% | −275−52.9% | Reduced |
| Beacon Capital Management, LLC | 286 | $27.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 254 | $27.6K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 256 | $27.8K | 0.01% | +140+120.7% | Added |
| Dogwood Wealth Management LLC | 256 | $27.9K | 0.02% | +256 | New |
| Atticus Wealth Management, LLC | 261 | $28.3K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 271 | $29.4K | 0.01% | +271 | New |
| Mascoma Wealth Management LLC | 272 | $29.5K | 0.01% | −49−15.3% | Reduced |
| Princeton Global Asset Management LLC | 274 | $29.7K | 0.01% | +24+9.6% | Added |
| True Wealth Design, LLC | 291 | $31.6K | 0.01% | +150+106.4% | Added |
| Core Wealth Advisors, Inc. | 300 | $32.6K | 0.01% | +241+408.5% | Added |
| Frank, Rimerman Advisors LLC | 302 | $32.8K | 0.01% | +302 | New |
| Financial Synergies Wealth Advisors, Inc. | 292 | $34.2K | 0.01% | −2−0.7% | Reduced |
| Glen Eagle Advisors, LLC | 319 | $34.6K | 0.01% | −53−14.2% | Reduced |
| Emfo, LLC | 319 | $34.6K | 0.03% | −1−0.3% | Reduced |
| VitalStone Financial, LLC | 321 | $35.0K | 0.03% | +36+12.6% | Added |
| EntryPoint Capital, LLC | 325 | $35.3K | 0.03% | +325 | New |
| First Community Trust NA | 327 | $35.5K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 732 | $35.7K | 0.02% | +443+153.3% | Added |
| Gold Investment Management Ltd. | 330 | $35.8K | 0.02% | +330 | New |
| Pflug Koory, LLC | 333 | $36.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 333 | $36.2K | 0.02% | +95+39.9% | Added |
| Mizuho Securities Co. Ltd. | 340 | $36.9K | 0.13% | +170+100.0% | Added |
| Bourgeon Capital Management LLC | 350 | $38.0K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 351 | $38.1K | 0.01% | +351 | New |
| Chelsea Counsel Co | 350 | $38.2K | 0.02% | −176−33.5% | Reduced |
| Investors Research Corp | 352 | $38.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 354 | $38.4K | 0.00% | +279+372.0% | Added |
| Atwood & Palmer Inc | 362 | $39.3K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 369 | $40.0K | 0.09% | −6,311−94.5% | Reduced |
| Resurgent Financial Advisors LLC | 381 | $41.4K | 0.03% | +76+24.9% | Added |
| Scarborough Advisors, LLC | 391 | $42.4K | 0.01% | +391 | New |
| Osterweis Capital Management Inc | 400 | $43.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 414 | $44.9K | 0.02% | −195−32.0% | Reduced |
| Cornerstone Planning Group LLC | 417 | $45.2K | 0.01% | +44+11.8% | Added |
| Raleigh Capital Management Inc. | 433 | $47.1K | 0.02% | +56+14.9% | Added |
| Rise Advisors, LLC | 451 | $48.9K | 0.03% | +2+0.4% | Added |
| Private Wealth Management Group, LLC | 454 | $49.3K | 0.02% | +454 | New |
| Canton Hathaway, LLC | 463 | $50.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 461 | $50.1K | 0.02% | −45−8.9% | Reduced |
| First United Bank Trust | 461 | $50.1K | 0.02% | +461 | New |
| Tennessee Valley Asset Management Partners | 472 | $51.3K | 0.01% | +472 | New |
| Evergreen Private Wealth LLC | 475 | $51.6K | 0.03% | +475 | New |
| Heritage Wealth Advisors | 487 | $52.9K | 0.00% | −984−66.9% | Reduced |
| Red Tortoise LLC | 502 | $54.5K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 511 | $55.5K | 0.02% | −69−11.9% | Reduced |
| Voisard Asset Management Group, Inc. | 517 | $56.2K | 0.03% | +517 | New |
| AllSquare Wealth Management LLC | 525 | $57.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 535 | $58.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 545 | $59.0K | 0.04% | +178+48.5% | Added |
| Wetzel Investment Advisors, Inc. | 543 | $59.0K | 0.04% | +543 | New |
| Thompson Investment Management, Inc. | 548 | $59.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 555 | $60.3K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 569 | $61.8K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 569 | $62.0K | 0.01% | +49+9.4% | Added |
| Norwood Financial Corp | 575 | $62.4K | 0.09% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 600 | $65.1K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 606 | $65.8K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 607 | $65.9K | 0.03% | +1+0.2% | Added |
| GW&K Investment Management, LLC | 604 | $66.0K | 0.00% | +126+26.4% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $67.0K | 0.05% | +4+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 630 | $68.0K | 0.03% | −145−18.7% | Reduced |
| ICA Group Wealth Management, LLC | 634 | $68.8K | 0.02% | +634 | New |
| DecisionPoint Financial, LLC | 640 | $69.5K | 0.03% | −27−4.0% | Reduced |
| Raelipskie Partnership | 640 | $69.5K | 0.04% | +640 | New |
| Moisand Fitzgerald Tamayo, LLC | 646 | $70.1K | 0.01% | −291−31.1% | Reduced |
| Sound Income Strategies, LLC | 674 | $73.2K | 0.01% | +8+1.2% | Added |
| Stephens Consulting, LLC | 690 | $74.9K | 0.03% | +300+76.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 696 | $75.6K | 0.01% | +696 | New |
| Spirit of America Management Corp | 700 | $76.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 726 | $78.8K | 0.06% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 728 | $79.0K | 0.04% | +728 | New |
| Global Financial Private Client, LLC | 743 | $80.7K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 755 | $82.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 752 | $82.0K | 0.03% | −6−0.8% | Reduced |
| Maryland Capital Advisors Inc. | 800 | $86.9K | 0.06% | −6−0.7% | Reduced |
| Park Circle Co | 800 | $86.9K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 805 | $87.4K | 0.02% | +250+45.0% | Added |
| Itau Unibanco Holding S.A. | 839 | $91.1K | 0.00% | −25,553−96.8% | Reduced |
| Tortoise Investment Management, LLC | 864 | $93.8K | 0.01% | +186+27.4% | Added |
| Abound Wealth Management | 874 | $94.9K | 0.04% | +81+10.2% | Added |
| Financial Perspectives, Inc | 882 | $95.8K | 0.04% | +4+0.5% | Added |
| J.Safra Asset Management Corp | 883 | $95.9K | 0.01% | +101+12.9% | Added |
| Strategic Investment Solutions, Inc. | 903 | $98.0K | 0.02% | −7,904−89.7% | Reduced |
| Fairfield, Bush & Co. | 911 | $98.9K | 0.06% | +911 | New |
| Delta Asset Management LLC | 937 | $101.7K | 0.01% | +4+0.4% | Added |
