| GPS Wealth Strategies Group, LLC | 961 | $286.0K | 0.06% | +21+2.2% | Added |
| Willow Creek Wealth Management Inc. | 956 | $285.0K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 958 | $285.0K | 0.15% | +958 | New |
| Exane Derivatives | 955 | $284.3K | 0.07% | −356−27.2% | Reduced |
| Arrow Financial Corp | 955 | $284.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 950 | $283.0K | 0.01% | −21−2.2% | Reduced |
| J. W. Coons Advisors, LLC | 950 | $283.0K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 951 | $283.0K | 0.08% | +53+5.9% | Added |
| Transform Wealth, LLC | 946 | $282.0K | 0.03% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 933 | $278.0K | 0.08% | 00.0% | Unchanged |
| MJP Associates Inc | 947 | $277.0K | 0.08% | +42+4.6% | Added |
| Duncker Streett & Co Inc | 925 | $275.0K | 0.05% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 916 | $273.0K | 0.26% | +916 | New |
| Trinity Financial Advisors LLC | 914 | $272.0K | 0.16% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 913 | $271.8K | 0.14% | +913 | New |
| Spreng Capital Management, Inc. | 909 | $271.0K | 0.16% | 00.0% | Unchanged |
| Private Ocean, LLC | 906 | $270.0K | 0.03% | −1−0.1% | Reduced |
| Center for Financial Planning, Inc. | 907 | $270.0K | 0.06% | +7+0.8% | Added |
| Tradition Wealth Management, LLC | 905 | $269.0K | 0.03% | 00.0% | Unchanged |
| Zhang Financial LLC | 904 | $269.0K | 0.05% | +6+0.7% | Added |
| Jag Capital Management, LLC | 900 | $268.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 900 | $268.0K | 0.16% | 00.0% | Unchanged |
| Epiq Partners, LLC | 900 | $268.0K | 0.14% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 900 | $268.0K | 0.16% | +900 | New |
| Private Portfolio Partners LLC | 900 | $267.9K | 0.07% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 900 | $267.0K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 900 | $267.0K | 0.23% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 897 | $267.0K | 0.14% | +897 | New |
| Indie Asset Partners, LLC | 894 | $266.0K | 0.19% | −24−2.6% | Reduced |
| Deuterium Capital Management, LLC | 892 | $266.0K | 0.39% | +892 | New |
| Evergreen Capital Management LLC | 890 | $265.0K | 0.01% | +890 | New |
| Arden Trust Co | 889 | $264.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 886 | $264.0K | 0.11% | +1+0.1% | Added |
| Douglas Lane & Associates, LLC | 882 | $263.0K | 0.00% | −337−27.6% | Reduced |
| Northwest Bancshares, Inc. | 882 | $263.0K | 0.05% | −191−17.8% | Reduced |
| Headinvest, LLC | 885 | $263.0K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 879 | $262.0K | 0.04% | +1+0.1% | Added |
| Great Valley Advisor Group, Inc. | 940 | $262.0K | 0.02% | +940 | New |
| Legacy Financial Advisors, Inc. | 878 | $261.0K | 0.06% | +26+3.1% | Added |
| Cullen Capital Management LLC | 875 | $260.0K | 0.00% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 873 | $260.0K | 0.12% | +873 | New |
| Riverwater Partners LLC | 870 | $259.0K | 0.23% | +870 | New |
| Wealth Alliance | 867 | $258.0K | 0.05% | −141−14.0% | Reduced |
| Liberty Capital Management, Inc. | 865 | $258.0K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 866 | $258.0K | 0.04% | +7+0.8% | Added |
| Ambassador Advisors, LLC | 862 | $257.0K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 865 | $257.0K | 0.08% | +865 | New |
| McClarren Financial Advisors, Inc. | 859 | $256.0K | 0.17% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 860 | $256.0K | 0.02% | +7+0.8% | Added |
| Lewis Capital Management, LLC | 860 | $256.0K | 0.27% | +860 | New |
| Wedmont Private Capital | 883 | $256.0K | 0.08% | +883 | New |
| Coastal Investment Advisors, Inc. | 858 | $255.0K | 0.06% | −112−11.5% | Reduced |
| Tiemann Investment Advisors, LLC | 852 | $254.0K | 0.11% | −3−0.4% | Reduced |
| WT Wealth Management | 850 | $253.0K | 0.09% | 00.0% | Unchanged |
| Fidato Wealth LLC | 851 | $253.0K | 0.27% | +851 | New |
| Financial Advisory Partners, LLC | 848 | $252.7K | 0.09% | +848 | New |
| Janney Capital Management LLC | 845 | $252.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 845 | $251.6K | 0.02% | +845 | New |
| Doyle Wealth Management | 843 | $251.0K | 0.02% | −521−38.2% | Reduced |
| NTV Asset Management LLC | 840 | $250.0K | 0.04% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 841 | $250.0K | 0.06% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 836 | $249.0K | 0.02% | −899−51.8% | Reduced |
| Alaethes Wealth LLC | 837 | $249.0K | 0.16% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 833 | $248.0K | 0.02% | +833 | New |
| Evanson Asset Management, LLC | 829 | $247.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 889 | $246.0K | 0.06% | −101−10.2% | Reduced |
| Paradigm Financial Partners, LLC | 825 | $246.0K | 0.05% | +27+3.4% | Added |
| Planning Directions Inc | 825 | $246.0K | 0.16% | +825 | New |
| Missouri Trust & Investment Co | 825 | $246.0K | 0.14% | +825 | New |
| Covington Capital Management | 824 | $245.0K | 0.01% | −1,500−64.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 823 | $245.0K | 0.05% | −201−19.6% | Reduced |
| EP Wealth Advisors, LLC | 824 | $245.0K | 0.01% | +824 | New |
| Summit Trail Advisors, LLC | 820 | $244.0K | 0.02% | +820 | New |
| Telos Capital Management, Inc. | 815 | $243.0K | 0.03% | +815 | New |
| David Loasby | 815 | $243.0K | 0.03% | +815 | New |
| CRA Financial Services, LLC | 813 | $242.0K | 0.07% | +813 | New |
| Key Financial Inc | 811 | $241.0K | 0.12% | −251−23.6% | Reduced |
| Telemus Capital, LLC | 809 | $241.0K | 0.02% | −80−9.0% | Reduced |
| Curran Financial Partners, LLC | 805 | $240.0K | 0.10% | +805 | New |
| Quaker Wealth Management, LLC | 804 | $239.0K | 0.10% | +804 | New |
| Kelly Lawrence W & Associates Inc | 800 | $238.0K | 0.05% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 800 | $238.0K | 0.04% | +800 | New |
| Jarislowsky, Fraser Ltd | 800 | $238.0K | 0.00% | +800 | New |
| Alpine Woods Capital Investors, LLC | 800 | $238.0K | 0.02% | +800 | New |
| Camelot Portfolios, LLC | 800 | $238.0K | 0.10% | +800 | New |
| Burt Wealth Advisors | 800 | $238.0K | 0.08% | +800 | New |
| Robertson Stephens Wealth Management, LLC | 800 | $238.0K | 0.02% | +800 | New |
| Maryland Capital Advisors Inc. | 800 | $238.0K | 0.20% | +800 | New |
| Wayfinding Financial, LLC | 884 | $238.0K | 0.19% | +884 | New |
| apricus wealth, LLC | 800 | $238.0K | 0.21% | +800 | New |
| Highland Private Wealth Management | 795 | $237.0K | 0.03% | +795 | New |
| Baker Tilly Wealth Management, LLC | 793 | $236.0K | 0.03% | +793 | New |
| Affinity Capital Advisors, LLC | 789 | $235.0K | 0.07% | +789 | New |
| Nelson Capital Management, LLC | 785 | $234.0K | 0.04% | +785 | New |
| Reuter James Wealth Management, LLC | 784 | $233.0K | 0.09% | +784 | New |
| Carson Advisory Inc. | 783 | $233.0K | 0.24% | +783 | New |
| Coho Partners, Ltd. | 779 | $232.0K | 0.00% | +779 | New |
| Strategic Financial Services, Inc, | 780 | $232.0K | 0.02% | +780 | New |
| Jump Financial, LLC | 779 | $232.0K | 0.01% | +779 | New |
| Axiom Financial Strategies, LLC | 780 | $232.0K | 0.11% | +780 | New |