| Avondale Wealth Management | 80 | $45.0K | 0.05% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 103 | $45.0K | 0.03% | +103 | New |
| Kelly Financial Services LLC | 81 | $45.1K | 0.02% | −6−6.9% | Reduced |
| Montag A & Associates Inc | 83 | $46.0K | 0.00% | −75−47.5% | Reduced |
| BDO Wealth Advisors, LLC | 83 | $46.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 82 | $46.0K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 82 | $46.0K | 0.01% | +82 | New |
| Jones Financial Companies LLLP | 85 | $47.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 85 | $47.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $47.3K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 87 | $48.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 88 | $49.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 75 | $49.0K | 0.02% | +75 | New |
| Tarbox Family Office, Inc. | 92 | $51.0K | 0.01% | −51−35.7% | Reduced |
| Earnest Partners LLC | 91 | $51.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 91 | $51.0K | 0.01% | +28+44.4% | Added |
| Private Ocean, LLC | 93 | $52.0K | 0.01% | −1−1.1% | Reduced |
| NuWave Investment Management, LLC | 94 | $52.0K | 0.07% | +94 | New |
| Rockbridge Investment Management, LCC | 96 | $52.7K | 0.01% | −185−65.8% | Reduced |
| Siena Capital LLC | 100 | $56.0K | 0.03% | +100 | New |
| Johnson Financial Group, Inc. | 103 | $57.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 107 | $60.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 110 | $61.0K | 0.01% | −77−41.2% | Reduced |
| HHM Wealth Advisors, LLC | 110 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 116 | $65.0K | 0.02% | +22+23.4% | Added |
| Herold Advisors, Inc. | 120 | $66.8K | 0.02% | +120 | New |
| Manchester Capital Management LLC | 120 | $67.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 127 | $71.0K | 0.00% | −8−5.9% | Reduced |
| Riverview Trust Co | 128 | $71.0K | 0.05% | +128 | New |
| Foresight Capital Management Advisors, Inc. | 130 | $72.0K | 0.08% | +2+1.6% | Added |
| Benjamin Edwards Inc | 130 | $72.0K | 0.02% | +129+12,900.0% | Added |
| Byrne Asset Management LLC | 131 | $73.0K | 0.05% | −76−36.7% | Reduced |
| Carroll Investors, Inc | 134 | $74.0K | 0.05% | −89−39.9% | Reduced |
| Itau Unibanco Holding S.A. | 133 | $74.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 132 | $74.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 136 | $76.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 141 | $79.0K | 0.01% | −43−23.4% | Reduced |
| Arlington Partners LLC | 145 | $81.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 145 | $81.0K | 0.06% | +12+9.0% | Added |
| GHP Investment Advisors, Inc. | 146 | $81.0K | 0.01% | +146 | New |
| EverSource Wealth Advisors, LLC | 148 | $83.0K | 0.02% | +68+85.0% | Added |
| Alaethes Wealth LLC | 150 | $84.0K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 153 | $85.0K | 0.07% | +153 | New |
| DeDora Capital, Inc. | 152 | $85.0K | 0.03% | +152 | New |
| Future Financial Wealth Managment LLC | 155 | $86.0K | 0.07% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 160 | $89.0K | 0.02% | +36+29.0% | Added |
| SJS Investment Consulting Inc. | 166 | $92.0K | 0.03% | +65+64.4% | Added |
| Ellevest, Inc. | 167 | $93.0K | 0.01% | −104−38.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 167 | $93.0K | 0.00% | +38+29.5% | Added |
| Toth Financial Advisory Corp | 175 | $97.0K | 0.01% | −1,335−88.4% | Reduced |
| Pin Oak Investment Advisors Inc | 174 | $97.0K | 0.10% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 186 | $104.0K | 0.00% | −26,146−99.3% | Reduced |
| Tradition Wealth Management, LLC | 189 | $105.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 190 | $106.0K | 0.05% | +65+52.0% | Added |
| Coastal Capital Group, Inc. | 192 | $107.0K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 206 | $115.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 214 | $119.0K | 0.02% | +35+19.6% | Added |
| Carolinas Wealth Consulting LLC | 215 | $120.0K | 0.03% | +9+4.4% | Added |
| Kistler-Tiffany Companies, LLC | 219 | $122.0K | 0.02% | +32+17.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 230 | $128.0K | 0.03% | +100+76.9% | Added |
| Cedar Wealth Management, LLC | 233 | $130.0K | 0.05% | +8+3.6% | Added |
| KB Financial Partners, LLC | 236 | $131.0K | 0.04% | +30+14.6% | Added |
| Endurance Wealth Management, Inc. | 247 | $138.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 275 | $153.1K | 0.05% | +6+2.2% | Added |
| Glen Eagle Advisors, LLC | 279 | $155.4K | 0.04% | −5−1.8% | Reduced |
| Allworth Financial LP | 281 | $156.0K | 0.00% | +64+29.5% | Added |
| Plante Moran Financial Advisors, LLC | 284 | $158.0K | 0.03% | −29−9.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $167.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 300 | $167.0K | 0.09% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 299 | $167.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 334 | $172.0K | 0.02% | +4+1.2% | Added |
| First Personal Financial Services | 315 | $175.0K | 0.04% | −35−10.0% | Reduced |
| Clearstead Advisors, LLC | 320 | $178.0K | 0.01% | +41+14.7% | Added |
| Anchor Investment Management, LLC | 323 | $179.9K | 0.02% | −20−5.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 342 | $190.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 346 | $193.0K | 0.09% | −6−1.7% | Reduced |
| Parkside Financial Bank & Trust | 350 | $195.0K | 0.05% | +29+9.0% | Added |
| First Horizon Advisors, Inc. | 356 | $198.0K | 0.01% | −450−55.8% | Reduced |
| CVA Family Office, LLC | 355 | $198.0K | 0.05% | +50+16.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 367 | $204.0K | 0.01% | −140−27.6% | Reduced |
| Ropes Wealth Advisors LLC | 368 | $205.0K | 0.04% | −2−0.5% | Reduced |
| Sargent Bickham Lagudis LLC | 369 | $206.0K | 0.02% | +19+5.4% | Added |
| Wright Investors Service Inc | 370 | $206.0K | 0.05% | +370 | New |
| Essex Savings Bank | 370 | $206.0K | 0.07% | +370 | New |
| Vantage Financial Partners Ltd., Inc. | 375 | $208.8K | 0.11% | −50−11.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 375 | $209.0K | 0.09% | −16−4.1% | Reduced |
| Wedge Capital Management L L P | 376 | $209.0K | 0.00% | +5+1.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 382 | $210.0K | 0.12% | −12−3.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 377 | $210.0K | 0.02% | +32+9.3% | Added |
| Kozak & Associates, Inc. | 394 | $210.0K | 0.13% | 00.0% | Unchanged |
| PFS Investments Inc. | 377 | $210.0K | 0.00% | +377 | New |
| Financial Architects, Inc | 378 | $211.0K | 0.03% | +21+5.9% | Added |
| Titus Wealth Management | 378 | $211.0K | 0.10% | +25+7.1% | Added |
| AdvisorNet Financial, Inc | 379 | $211.0K | 0.01% | +306+419.2% | Added |
| Cable Hill Partners, LLC | 379 | $211.0K | 0.14% | +379 | New |
| SlateStone Wealth, LLC | 380 | $212.0K | 0.05% | −1,075−73.9% | Reduced |
| Greytown Advisors Inc. | 380 | $212.0K | 0.10% | −126−24.9% | Reduced |
| Titleist Asset Management, Ltd. | 381 | $212.0K | 0.04% | −17−4.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 382 | $212.0K | 0.02% | +25+7.0% | Added |
| Mason Investment Advisory Services, Inc. | 383 | $213.3K | 0.02% | 00.0% | Unchanged |
