| Heartwood Wealth Advisors LLC | 186 | $171.2K | 0.02% | +186 | New |
| Hemington Wealth Management | 184 | $169.0K | 0.02% | −1−0.5% | Reduced |
| Addison Advisors LLC | 180 | $165.7K | 0.04% | +1+0.6% | Added |
| Crowley Wealth Management, Inc. | 178 | $163.8K | 0.13% | 00.0% | Unchanged |
| Investors Research Corp | 171 | $157.4K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 169 | $155.5K | 0.15% | +10+6.3% | Added |
| Sound Income Strategies, LLC | 166 | $152.4K | 0.01% | +121+268.9% | Added |
| Farmers & Merchants Investments Inc | 162 | $149.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 154 | $141.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 150 | $138.4K | 0.01% | −65−30.2% | Reduced |
| Gladstone Capital Management LLP | 150 | $138.0K | 0.02% | +150 | New |
| JPL Wealth Management, LLC | 149 | $137.5K | 0.03% | +149 | New |
| Quest Partners LLC | 149 | $137.1K | 0.01% | −128−46.2% | Reduced |
| N.E.W. Advisory Services LLC | 148 | $136.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 148 | $136.2K | 0.01% | +40+37.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 146 | $134.4K | 0.01% | +146 | New |
| MB, Levis & Associates, LLC | 145 | $133.4K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 143 | $131.6K | 0.01% | −473−76.8% | Reduced |
| Ameliora Wealth Management Ltd. | 142 | $130.7K | 0.04% | 00.0% | Unchanged |
| Barrier Capital Management, LLC | 139 | $127.9K | 0.09% | −12,959−98.9% | Reduced |
| Pin Oak Investment Advisors Inc | 134 | $123.3K | 0.09% | +23+20.7% | Added |
| Medallion Wealth Advisors, LLC | 129 | $118.7K | 0.04% | −1−0.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 127 | $116.9K | 0.03% | +2+1.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 127 | $116.9K | 0.23% | −1,525−92.3% | Reduced |
| Boreal Capital Management LLC | 122 | $112.3K | 0.09% | +102+510.0% | Added |
| Cloud Capital Management, LLC | 122 | $112.0K | 0.06% | +122 | New |
| Arlington Trust Co LLC | 120 | $110.4K | 0.02% | +14+13.2% | Added |
| Alpine Bank Wealth Management | 120 | $110.4K | 0.02% | +16+15.4% | Added |
| Washington Trust Advisors, Inc. | 120 | $110.1K | 0.01% | +28+30.4% | Added |
| S.A. Mason LLC | 116 | $106.8K | 0.05% | +5+4.5% | Added |
| Bernard Wealth Management Corp. | 115 | $105.8K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 112 | $103.1K | 0.02% | +62+124.0% | Added |
| Ofi Invest Asset Management | 127 | $99.5K | 0.00% | −1−0.8% | Reduced |
| Operose Advisors LLC | 101 | $92.9K | 0.02% | +101 | New |
| Ramirez Asset Management, Inc. | 100 | $92.0K | 0.01% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 100 | $92.0K | 0.09% | +100 | New |
| WPG Advisers, LLC | 97 | $89.3K | 0.07% | +6+6.6% | Added |
| SJS Investment Consulting Inc. | 96 | $88.3K | 0.01% | +48+100.0% | Added |
| Ameritas Advisory Services, LLC | 96 | $88.3K | 0.01% | −112−53.8% | Reduced |
| 1620 Investment Advisors, Inc. | 95 | $87.8K | 0.06% | +93+4,650.0% | Added |
| Fortitude Family Office, LLC | 95 | $87.4K | 0.02% | +1+1.1% | Added |
| MRP Capital Investments, LLC | 85 | $87.4K | 0.08% | 00.0% | Unchanged |
| Solstein Capital, LLC | 94 | $86.5K | 0.04% | −18−16.1% | Reduced |
| Financial Connections Group, Inc. | 93 | $85.0K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 93 | $84.8K | 0.01% | +93 | New |
| Kimelman & Baird, LLC | 91 | $83.7K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 86 | $80.5K | 0.03% | −30−25.9% | Reduced |
| One River Asset Management, LLC | 85 | $78.0K | 0.25% | +85 | New |
| Capital Advisors, Ltd. LLC | 83 | $76.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 81 | $74.5K | 0.02% | +61+305.0% | Added |
| Main Street Group, LTD | 77 | $70.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 75 | $69.0K | 0.01% | +7+10.3% | Added |
| Barrett & Company, Inc. | 73 | $67.2K | 0.02% | +10+15.9% | Added |
| Disciplina Capital Management LLC | 72 | $66.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 72 | $66.0K | 0.00% | −7−8.9% | Reduced |
| Centerpoint Advisors, LLC | 70 | $64.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 69 | $63.5K | 0.00% | −13−15.9% | Reduced |
| RMG Wealth Management LLC | 68 | $63.2K | 0.01% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 68 | $62.6K | 0.05% | −45−39.8% | Reduced |
| Financial Network Wealth Advisors LLC | 67 | $61.7K | 0.07% | −16−19.3% | Reduced |
| Mechanics Financial Corp | 67 | $61.7K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $60.0K | 0.02% | +1+1.6% | Added |
| Bell Investment Advisors, Inc | 65 | $59.8K | 0.01% | −9−12.2% | Reduced |
| Sachetta, LLC | 64 | $58.9K | 0.02% | +9+16.4% | Added |
| AllSquare Wealth Management LLC | 63 | $58.0K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 60 | $55.2K | 0.03% | −29−32.6% | Reduced |
| Retirement Wealth Solutions LLC | 60 | $55.2K | 0.04% | −1−1.6% | Reduced |
| Asset Planning,Inc | 60 | $55.2K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 60 | $55.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 59 | $54.8K | 0.01% | −444−88.3% | Reduced |
| Robbins Farley LLC | 58 | $53.4K | 0.02% | +58 | New |
| Tortoise Investment Management, LLC | 58 | $53.4K | 0.00% | −2−3.3% | Reduced |
| GoalVest Advisory LLC | 58 | $53.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 58 | $53.2K | 0.01% | +3+5.5% | Added |
| Princeton Global Asset Management LLC | 56 | $51.5K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 54 | $49.7K | 0.02% | −1−1.8% | Reduced |
| Wall Street Access Asset Management, LLC | 54 | $49.7K | 0.01% | +54 | New |
| Investment Research & Advisory Group, Inc. | 49 | $47.9K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 52 | $47.9K | 0.02% | +2+4.0% | Added |
| Indiana Trust & Investment Management CO | 51 | $46.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $46.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $46.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $46.0K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $46.0K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 400 | $46.0K | 0.04% | +350+700.0% | Added |
| Avion Wealth | 50 | $46.0K | 0.01% | −1−2.0% | Reduced |
| Longview Financial Advisors LLC | 49 | $45.1K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 47 | $43.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $43.3K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 47 | $43.3K | 0.01% | −3,672−98.7% | Reduced |
| Activest Wealth Management | 46 | $42.3K | 0.01% | +6+15.0% | Added |
| Ameriflex Group, Inc. | 46 | $42.3K | 0.02% | +30+187.5% | Added |
| TruNorth Capital Management, LLC | 46 | $42.3K | 0.01% | +40+666.7% | Added |
| Promus Capital, LLC | 45 | $41.4K | 0.03% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $40.5K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $40.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 43 | $39.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 43 | $39.6K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 42 | $38.7K | 0.00% | −15−26.3% | Reduced |
| DAGCO, Inc. | 42 | $38.7K | 0.01% | 00.0% | Unchanged |
