| Financial Management Professionals, Inc. | 1,101 | $159.0K | 0.03% | +41+3.9% | Added |
| Bogart Wealth, LLC | 1,074 | $155.4K | 0.01% | −7−0.6% | Reduced |
| Castleview Partners, LLC | 1,070 | $154.8K | 0.11% | +967+938.8% | Added |
| Spectrum Wealth Counsel, LLC | 1,067 | $154.3K | 0.02% | +1,067 | New |
| Pflug Koory, LLC | 1,058 | $153.0K | 0.08% | −375−26.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,048 | $151.6K | 0.00% | +224+27.2% | Added |
| Level Financial Advisors, Inc. | 1,037 | $150.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,033 | $149.4K | 0.02% | +3+0.3% | Added |
| AJOVista, LLC | 1,003 | $145.1K | 0.18% | +1,003 | New |
| Park Circle Co | 1,000 | $144.6K | 0.14% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,000 | $144.6K | 0.07% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 984 | $142.3K | 0.09% | −133−11.9% | Reduced |
| Planned Solutions, Inc. | 954 | $138.0K | 0.06% | +954 | New |
| Johnson Financial Group, Inc. | 953 | $137.8K | 0.01% | −562−37.1% | Reduced |
| Austin Private Wealth, LLC | 932 | $134.8K | 0.02% | +932 | New |
| Elgethun Capital Management | 923 | $133.5K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 907 | $131.2K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 889 | $128.6K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 875 | $126.6K | 0.05% | −75−7.9% | Reduced |
| Beacon Capital Management, LLC | 1,135 | $126.0K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 849 | $122.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 838 | $121.2K | 0.08% | +838 | New |
| Northwest Capital Management Inc | 835 | $120.8K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 827 | $119.6K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 812 | $117.4K | 0.07% | +200+32.7% | Added |
| ICA Group Wealth Management, LLC | 797 | $115.2K | 0.03% | +797 | New |
| Sound Income Strategies, LLC | 782 | $113.1K | 0.01% | +27+3.6% | Added |
| Front Street Capital Management, Inc. | 766 | $111.0K | 0.02% | +766 | New |
| Guinness Atkinson Asset Management Inc | 764 | $110.5K | 0.06% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 750 | $108.6K | 0.00% | −738−49.6% | Reduced |
| Horrell Capital Management, Inc. | 750 | $108.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 746 | $107.9K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 731 | $105.8K | 0.05% | +200+37.7% | Added |
| Pinpoint Asset Management Ltd | 700 | $101.2K | 0.02% | +700 | New |
| Barrett & Company, Inc. | 698 | $100.9K | 0.05% | +1+0.1% | Added |
| Tradewinds Capital Management, LLC | 693 | $100.2K | 0.04% | −5−0.7% | Reduced |
| Live Oak Investment Partners | – | $94.4K | 0.09% | – | – |
| LFA - Lugano Financial Advisors SA | 650 | $94.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 641 | $92.7K | 0.02% | +21+3.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 831 | $91.4K | 0.01% | +220+36.0% | Added |
| Private Ocean, LLC | 631 | $91.3K | 0.01% | +448+244.8% | Added |
| Lee Financial Co | 623 | $90.1K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 603 | $87.3K | 0.08% | −10−1.6% | Reduced |
| Compass Wealth Management LLC | 600 | $86.8K | 0.02% | 00.0% | Unchanged |
| Able Wealth Management LLC | 590 | $85.3K | 0.08% | +590 | New |
| TFC Financial Management | 577 | $83.5K | 0.02% | +6+1.1% | Added |
| Winch Advisory Services, LLC | 575 | $83.2K | 0.03% | +24+4.4% | Added |
| Granite FO LLC | 567 | $82.0K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 565 | $81.7K | 0.07% | +565 | New |
| Macroview Investment Management LLC | 562 | $81.4K | 0.10% | +495+738.8% | Added |
| Focused Wealth Management, Inc | 556 | $80.4K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 548 | $79.0K | 0.06% | +548 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 542 | $78.5K | 0.04% | +3+0.6% | Added |
| GHP Investment Advisors, Inc. | 541 | $78.2K | 0.00% | −200−27.0% | Reduced |
| Pin Oak Investment Advisors Inc | 539 | $78.0K | 0.08% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 539 | $78.0K | 0.04% | +539 | New |
| Pension & Wealth Management Advisors, Inc. | 537 | $77.8K | 0.05% | −1,355−71.6% | Reduced |
| Cornerstone Planning Group LLC | 523 | $75.6K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 521 | $75.0K | 0.01% | −22−4.1% | Reduced |
| Creekmur Asset Management LLC | 515 | $74.5K | 0.02% | +515 | New |
| Davis Capital Management | 513 | $74.2K | 0.07% | +513 | New |
| Tacita Capital Inc | 510 | $73.8K | 0.05% | −150−22.7% | Reduced |
| Ameliora Wealth Management Ltd. | 500 | $72.3K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 500 | $72.3K | 0.07% | +500 | New |
| Atlas Capital Advisors LLC | 498 | $72.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 489 | $70.7K | 0.03% | +1+0.2% | Added |
| Himension Fund | 483 | $69.9K | 0.01% | −6,900−93.5% | Reduced |
| Frank, Rimerman Advisors LLC | 483 | $69.9K | 0.01% | +483 | New |
| Rise Advisors, LLC | 481 | $69.5K | 0.05% | −23−4.6% | Reduced |
| Laffer Tengler Investments | 480 | $69.4K | 0.02% | +39+8.8% | Added |
| Plante Moran Financial Advisors, LLC | 477 | $69.0K | 0.01% | −11−2.3% | Reduced |
| Sittner & Nelson, LLC | 475 | $68.7K | 0.04% | −195−29.1% | Reduced |
| Tortoise Investment Management, LLC | 474 | $68.6K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 468 | $67.7K | 0.01% | −103−18.0% | Reduced |
| Hobbs Group Advisors, LLC | 467 | $67.5K | 0.03% | +467 | New |
| Abound Wealth Management | 453 | $65.6K | 0.03% | +32+7.6% | Added |
| Clean Yield Group | 443 | $64.1K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 428 | $62.0K | 0.02% | −20−4.5% | Reduced |
| Centennial Bank | 419 | $60.6K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 412 | $59.6K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 406 | $58.8K | 0.01% | −337−45.4% | Reduced |
| Versant Capital Management, Inc | 406 | $58.7K | 0.02% | −7−1.7% | Reduced |
| Rockbridge Investment Management, LCC | 405 | $58.6K | 0.01% | +405 | New |
| Annapolis Financial Services, LLC | 400 | $57.9K | 0.01% | −1,012−71.7% | Reduced |
| Voisard Asset Management Group, Inc. | 400 | $57.9K | 0.03% | +400 | New |
| BKM Wealth Management, LLC | 399 | $57.7K | 0.02% | +399 | New |
| Core Alternative Capital | 394 | $57.0K | 0.01% | −93−19.1% | Reduced |
| Mechanics Financial Corp | 385 | $55.7K | 0.03% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 383 | $55.4K | 0.01% | −3,411−89.9% | Reduced |
| Horizon Bancorp Inc | 379 | $55.0K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 378 | $54.7K | 0.05% | +378 | New |
| Virtus Investment Advisers, Inc. | 370 | $53.5K | 0.04% | +370 | New |
| Piscataqua Savings Bank | 366 | $52.9K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 360 | $52.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 362 | $52.0K | 0.02% | +65+21.9% | Added |
| Bellevue Group AG | 347 | $50.2K | 0.00% | +347 | New |
| Impact Partnership Wealth, LLC | 343 | $49.5K | 0.02% | +139+68.1% | Added |
| Avalon Trust Co | 341 | $49.3K | 0.00% | +286+520.0% | Added |
| Partnership Wealth Management, LLC | 330 | $49.0K | 0.04% | +330 | New |
