| Bogart Wealth, LLC | 342 | $101.0K | 0.01% | −34−9.0% | Reduced |
| James Reed Financial Services, Inc. | 350 | $102.0K | 0.10% | +350 | New |
| CoreFirst Bank & Trust | 368 | $108.0K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 373 | $110.0K | 0.07% | +373 | New |
| Karlinski Andrew C | 385 | $113.0K | 0.21% | +385 | New |
| Simon Quick Advisors, LLC | 392 | $115.0K | 0.03% | −144−26.9% | Reduced |
| Rocky Mountain Advisers, LLC | 392 | $115.0K | 0.13% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 402 | $118.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $118.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 409 | $120.0K | 0.06% | −68−14.3% | Reduced |
| Strategic Asset Management, LLC | 413 | $121.0K | 0.17% | +49+13.5% | Added |
| Rise Advisors, LLC | 413 | $121.4K | 0.12% | +413 | New |
| Mascoma Wealth Management LLC | 414 | $122.0K | 0.04% | +189+84.0% | Added |
| TD Ameritrade Investment Management, LLC | 423 | $124.0K | 0.00% | +423 | New |
| Addison Advisors LLC | 446 | $131.0K | 0.08% | +434+3,616.7% | Added |
| Lake Point Wealth Management | 464 | $136.0K | 0.06% | +4+0.9% | Added |
| Antonetti Capital Management LLC | 472 | $139.0K | 0.11% | −52−9.9% | Reduced |
| Bellevue Asset Management, LLC | 479 | $141.0K | 0.08% | −10−2.0% | Reduced |
| Motco | 483 | $142.0K | 0.01% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 484 | $142.0K | 0.00% | 00.0% | Unchanged |
| Estate Counselors, LLC | 496 | $145.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 499 | $147.0K | 0.03% | +80+19.1% | Added |
| Pflug Koory, LLC | 500 | $147.0K | 0.07% | +500 | New |
| Brown, Lisle/Cummings, Inc. | 500 | $147.1K | 0.07% | +500 | New |
| Cranbrook Wealth Management, LLC | 508 | $149.0K | 0.03% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 508 | $149.0K | 0.08% | +508 | New |
| Vigilant Capital Management, LLC | 514 | $151.0K | 0.01% | −302−37.0% | Reduced |
| Delos Wealth Advisors, LLC | 514 | $151.0K | 0.14% | +424+471.1% | Added |
| Edge Wealth Management LLC | 520 | $153.0K | 0.03% | +200+62.5% | Added |
| Paragon Capital Management Ltd | 519 | $153.0K | 0.02% | +519 | New |
| Cassady Schiller Wealth Management, LLC | 550 | $162.0K | 0.10% | +550 | New |
| McCarthy Asset Management, Inc. | 556 | $164.0K | 0.11% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 552 | $166.0K | 0.13% | +552 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 576 | $169.0K | 0.08% | +576 | New |
| Level Financial Advisors, Inc. | 575 | $169.0K | 0.13% | +575 | New |
| Cypress Capital Management LLC (WY) | 593 | $174.0K | 0.15% | +285+92.5% | Added |
| Dividend Assets Capital, LLC | 600 | $176.0K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 606 | $178.4K | 0.12% | +606 | New |
| Kelly Financial Services LLC | 607 | $178.6K | 0.08% | +200+49.1% | Added |
| Hanson & Doremus Investment Management | 610 | $179.0K | 0.04% | +602+7,525.0% | Added |
| TCTC Holdings, LLC | 620 | $182.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 636 | $187.0K | 0.09% | +240+60.6% | Added |
| Intelligent Financial Strategies | 640 | $188.0K | 0.17% | +640 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 665 | $196.0K | 0.00% | −7,152−91.5% | Reduced |
| Capstone Wealth Management Group, LLC | 687 | $202.0K | 0.16% | +687 | New |
| Canton Hathaway, LLC | 690 | $203.0K | 0.05% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 689 | $203.0K | 0.16% | +689 | New |
| Stelac Advisory Services LLC | 692 | $204.0K | 0.06% | −2,971−81.1% | Reduced |
| SPC Financial, Inc. | 695 | $204.0K | 0.02% | +695 | New |
| Vision Capital Management, Inc. | 692 | $204.0K | 0.03% | +692 | New |
| Titan Capital Management, LLC | 695 | $204.0K | 0.18% | +695 | New |
| Wiley Bros.-Aintree Capital, LLC | 696 | $205.0K | 0.12% | +696 | New |
| Trust Co of Virginia | 696 | $205.0K | 0.02% | +696 | New |
| Capital Planning LLC | 700 | $206.0K | 0.08% | +700 | New |
| RFG Holdings, Inc. | 703 | $207.0K | 0.11% | +703 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 889 | $208.0K | 0.17% | +889 | New |
| Apexium Financial, LP | 712 | $209.0K | 0.11% | +712 | New |
| Cahill Financial Advisors Inc | 713 | $210.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 713 | $210.0K | 0.11% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 715 | $210.0K | 0.05% | +715 | New |
| Drive Wealth Management, LLC | 718 | $211.0K | 0.19% | +718 | New |
| Vista Private Wealth Partners. LLC | 703 | $212.0K | 0.08% | +703 | New |
| Apella Capital, LLC | 720 | $212.0K | 0.03% | +720 | New |
| Peak Financial Advisors LLC | 720 | $212.0K | 0.16% | +720 | New |
| Northstar Group, Inc. | 725 | $213.0K | 0.05% | +725 | New |
| Quad-Cities Investment Group, LLC | 724 | $213.0K | 0.13% | +724 | New |
| Rappaport Reiches Capital Management, LLC | 736 | $216.6K | 0.19% | +736 | New |
| Bath Savings Trust Co | 740 | $218.0K | 0.02% | +740 | New |
| Inspirion Wealth Advisors, LLC | 740 | $218.0K | 0.05% | +740 | New |
| Strategic Family Wealth Counselors, L.L.C. | 740 | $218.0K | 0.07% | +740 | New |
| Atlas Capital Advisors LLC | 745 | $219.1K | 0.03% | −162−17.9% | Reduced |
| Sandy Cove Advisors, LLC | 748 | $220.0K | 0.19% | +748 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 989 | $221.0K | 0.09% | +300+43.5% | Added |
| Lewis Capital Management, LLC | 754 | $222.0K | 0.23% | +754 | New |
| Blue Bell Private Wealth Management, LLC | 755 | $222.0K | 0.06% | +755 | New |
| Satovsky Asset Management LLC | 753 | $222.0K | 0.15% | +753 | New |
| HighMark Wealth Management LLC | 757 | $223.0K | 0.14% | +9+1.2% | Added |
| Fragasso Group Inc. | 758 | $223.0K | 0.03% | +758 | New |
| O'Brien Greene & Co. Inc | 760 | $223.0K | 0.07% | +760 | New |
| Concord Asset Management, LLC | 759 | $223.2K | 0.15% | +759 | New |
| Taurus Asset Management, LLC | 760 | $224.0K | 0.02% | +760 | New |
| Emerald Advisors, LLC | 763 | $224.0K | 0.05% | +763 | New |
| Detalus Advisors, LLC | 770 | $226.0K | 0.11% | +770 | New |
| Merrion Investment Management Co, LLC | 782 | $229.0K | 0.17% | +782 | New |
| First Citizens Financial Corp | 780 | $229.0K | 0.17% | +780 | New |
| Newman & Schimel, LLC | 779 | $229.0K | 0.13% | +779 | New |
| Roberts Wealth Advisors, LLC | 760 | $229.0K | 0.08% | +760 | New |
| Joseph Group Capital Management | 780 | $229.0K | 0.22% | +780 | New |
| Alliance Wealth Management Group | 782 | $230.0K | 0.07% | +782 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 781 | $230.0K | 0.15% | +781 | New |
| Arbor Capital Management Inc | 785 | $231.0K | 0.16% | +785 | New |
| Gainplan LLC | 785 | $231.0K | 0.10% | +785 | New |
| Kraematon Investment Advisors, Inc | 784 | $231.0K | 0.21% | +784 | New |
| McKinley Carter Wealth Services, Inc. | 788 | $232.0K | 0.02% | +788 | New |
| Towercrest Capital Management | 789 | $232.0K | 0.04% | +789 | New |
| Raffa Wealth Management, LLC | 790 | $232.5K | 0.08% | −3−0.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 792 | $233.0K | 0.11% | +792 | New |
| Safeguard Investment Advisory Group, LLC | 795 | $233.0K | 0.14% | +795 | New |
| Aspire Private Capital, LLC | 794 | $234.0K | 0.07% | +10+1.3% | Added |
| Advisors Management Group Inc | 795 | $234.0K | 0.07% | +795 | New |
