| Montag A & Associates Inc | 121 | $47.0K | 0.00% | −62−33.9% | Reduced |
| Manchester Capital Management LLC | 120 | $46.6K | 0.01% | −250−67.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 115 | $44.7K | 0.00% | +115 | New |
| Activest Wealth Management | 114 | $44.3K | 0.01% | −103−47.5% | Reduced |
| Johnson Financial Group, Inc. | 114 | $44.3K | 0.00% | −12−9.5% | Reduced |
| Evermay Wealth Management LLC | 114 | $44.3K | 0.01% | +100+714.3% | Added |
| Delta Asset Management LLC | 114 | $44.3K | 0.00% | +114 | New |
| SRS Capital Advisors, Inc. | 111 | $43.1K | 0.01% | +73+192.1% | Added |
| Kelly Financial Services LLC | 108 | $41.9K | 0.02% | +23+27.1% | Added |
| West Branch Capital LLC | 107 | $41.5K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 101 | $39.2K | 0.01% | +100+10,000.0% | Added |
| Ameliora Wealth Management Ltd. | 100 | $38.8K | 0.02% | +100 | New |
| Ritter Daniher Financial Advisory LLC | 98 | $38.0K | 0.02% | +98 | New |
| Colonial Trust Co | 97 | $37.8K | 0.01% | +97 | New |
| Atticus Wealth Management, LLC | 95 | $36.9K | 0.02% | +57+150.0% | Added |
| Bogart Wealth, LLC | 92 | $35.7K | 0.00% | +71+338.1% | Added |
| Earnest Partners LLC | 91 | $35.3K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 90 | $34.9K | 0.02% | +90 | New |
| MV Capital Management, Inc. | 88 | $34.2K | 0.01% | +41+87.2% | Added |
| Hazlett, Burt & Watson, Inc. | 88 | $34.0K | 0.03% | −65−42.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 88 | $34.0K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 86 | $33.4K | 0.01% | +86 | New |
| Caldwell Trust Co | 85 | $33.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 87 | $33.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $33.0K | 0.01% | +77 | New |
| Paloma Partners Management Co | 82 | $31.8K | 0.01% | −842−91.1% | Reduced |
| Harbour Investments, Inc. | 81 | $31.4K | 0.00% | +8+11.0% | Added |
| Avondale Wealth Management | 80 | $31.1K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 80 | $31.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $31.0K | 0.27% | +10+14.3% | Added |
| Centerpoint Advisors, LLC | 81 | $31.0K | 0.01% | +11+15.7% | Added |
| Tucker Asset Management LLC | 78 | $30.4K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 77 | $29.9K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 75 | $29.1K | 0.00% | −25−25.0% | Reduced |
| Armstrong Advisory Group, Inc | 75 | $29.1K | 0.00% | +75 | New |
| JJJ Advisors Inc. | 69 | $28.5K | 0.01% | −8−10.4% | Reduced |
| BerganKDV Wealth Management, LLC | 70 | $27.2K | 0.00% | +2+2.9% | Added |
| CoreCap Advisors, LLC | 70 | $27.2K | 0.00% | +70 | New |
| Hollencrest Capital Management | 69 | $26.8K | 0.00% | +69 | New |
| FinTrust Capital Advisors, LLC | 68 | $26.4K | 0.01% | −299−81.5% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $24.5K | 0.01% | +37+142.3% | Added |
| Private Ocean, LLC | 62 | $24.1K | 0.00% | −8−11.4% | Reduced |
| Solstein Capital, LLC | 61 | $23.7K | 0.02% | −75−55.1% | Reduced |
| Barrett & Company, Inc. | 60 | $23.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 60 | $23.3K | 0.01% | +60 | New |
| Coppell Advisory Solutions Corp. | 60 | $23.3K | 0.01% | +60 | New |
| RFP Financial Group LLC | 56 | $21.7K | 0.01% | +56 | New |
| Stonebridge Capital Advisors LLC | 55 | $21.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 53 | $21.0K | 0.01% | +14+35.9% | Added |
| Capital Advisors, Ltd. LLC | 82 | $21.0K | 0.00% | +49+148.5% | Added |
| Center for Financial Planning, Inc. | 53 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $20.2K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 52 | $20.2K | 0.02% | +52 | New |
| Sugarloaf Wealth Management, LLC | 51 | $19.8K | 0.00% | −95−65.1% | Reduced |
| Catalyst Capital Advisors LLC | 50 | $19.4K | 0.00% | −275−84.6% | Reduced |
| Old Second National Bank of Aurora | 50 | $19.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $19.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $19.4K | 0.00% | +14+38.9% | Added |
| Duncker Streett & Co Inc | 50 | $19.4K | 0.00% | +50 | New |
| Investment Research & Advisory Group, Inc. | 49 | $19.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 48 | $19.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 48 | $18.6K | 0.00% | −60−55.6% | Reduced |
| First Financial Corp | 48 | $18.6K | 0.01% | +48 | New |
| Beaird Harris Wealth Management, LLC | 47 | $18.2K | 0.00% | +47 | New |
| Abound Wealth Management | 45 | $17.5K | 0.01% | −6−11.8% | Reduced |
| Worth Asset Management, LLC | 45 | $17.5K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 44 | $17.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 44 | $17.1K | 0.01% | +9+25.7% | Added |
| Bell Investment Advisors, Inc | 43 | $16.7K | 0.00% | −17−28.3% | Reduced |
| QVR LLC | 42 | $16.3K | 0.02% | −1,212−96.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $16.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 41 | $15.9K | 0.00% | +41 | New |
| Hartford Financial Management Inc. | 40 | $15.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $13.0K | 0.00% | −12−26.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 31 | $12.0K | 0.00% | +11+55.0% | Added |
| Rock Creek Group, LP | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $10.9K | 0.00% | +28 | New |
| Larson Financial Group LLC | 26 | $10.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 26 | $10.1K | 0.00% | +2+8.3% | Added |
| TD Ameritrade Investment Management, LLC | 25 | $10.0K | 0.00% | −16−39.0% | Reduced |
| Raffa Wealth Management, LLC | 25 | $9.71K | 0.00% | −14−35.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 25 | $9.71K | 0.01% | +25 | New |
| JFS Wealth Advisors, LLC | 24 | $9.32K | 0.00% | −38−61.3% | Reduced |
| GW&K Investment Management, LLC | 23 | $9.00K | 0.00% | +23 | New |
| Eagle Bay Advisors LLC | 23 | $8.93K | 0.01% | +4+21.1% | Added |
| Red Tortoise LLC | 23 | $8.93K | 0.01% | +23 | New |
| Oliver Lagore Vanvalin Investment Group | 22 | $8.54K | 0.00% | +15+214.3% | Added |
| Colonial Trust Advisors | 22 | $8.54K | 0.00% | +22 | New |
| ICA Group Wealth Management, LLC | 22 | $8.54K | 0.00% | +22 | New |
| Kathleen S. Wright Associates Inc. | 20 | $8.00K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $7.76K | 0.00% | +20 | New |
| Annapolis Financial Services, LLC | 19 | $7.38K | 0.00% | −11−36.7% | Reduced |
| Heritage Wealth Advisors | 19 | $7.38K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 19 | $7.38K | 0.00% | +19 | New |
| PrairieView Partners, LLC | 20 | $7.00K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 18 | $6.99K | 0.00% | −301−94.4% | Reduced |
| Moser Wealth Advisors, LLC | 18 | $6.99K | 0.01% | 00.0% | Unchanged |
