| Bogart Wealth, LLC | 28 | $24.6K | 0.00% | −8−22.2% | Reduced |
| Caldwell Trust Co | 28 | $24.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 28 | $24.6K | 0.00% | +7+33.3% | Added |
| Hazlett, Burt & Watson, Inc. | 30 | $26.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 30 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30 | $26.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $27.2K | 0.01% | −2−6.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 31 | $27.2K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 31 | $27.2K | 0.01% | +31 | New |
| Abound Wealth Management | 32 | $27.8K | 0.01% | +7+28.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $28.1K | 0.01% | +1+3.2% | Added |
| JFS Wealth Advisors, LLC | 34 | $29.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 34 | $30.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 35 | $30.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $30.7K | 0.02% | +35 | New |
| Bell Investment Advisors, Inc | 35 | $30.7K | 0.01% | −3−7.9% | Reduced |
| MCF Advisors LLC | 36 | $31.6K | 0.00% | +12+50.0% | Added |
| Sunbelt Securities, Inc. | 37 | $32.5K | 0.00% | +3+8.8% | Added |
| Addison Advisors LLC | 38 | $33.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 40 | $35.1K | 0.01% | +40 | New |
| Byrne Asset Management LLC | 41 | $35.8K | 0.03% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 42 | $36.9K | 0.03% | +42 | New |
| Global Financial Private Client, LLC | 44 | $38.6K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 44 | $38.6K | 0.06% | +44 | New |
| Bruce G. Allen Investments, LLC | 45 | $39.5K | 0.04% | +45 | New |
| Carolinas Wealth Consulting LLC | 48 | $42.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 50 | $43.9K | 0.00% | −2−3.8% | Reduced |
| Westside Investment Management, Inc. | 50 | $43.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 55 | $48.3K | 0.02% | −10−15.4% | Reduced |
| Core Alternative Capital | 55 | $48.3K | 0.01% | −6−9.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 55 | $48.3K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 55 | $48.3K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 57 | $50.1K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 58 | $50.9K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 59 | $51.8K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $52.0K | 0.00% | +1+1.7% | Added |
| Western Pacific Wealth Management, LP | 60 | $52.7K | 0.04% | −13−17.8% | Reduced |
| AllSquare Wealth Management LLC | 60 | $52.7K | 0.03% | +5+9.1% | Added |
| Partnership Wealth Management, LLC | 58 | $54.7K | 0.04% | +58 | New |
| Larson Financial Group LLC | 63 | $55.3K | 0.00% | −9−12.5% | Reduced |
| Sandy Spring Bank | 64 | $55.8K | 0.00% | −176−73.3% | Reduced |
| Manchester Capital Management LLC | 65 | $57.1K | 0.01% | +10+18.2% | Added |
| Rosenberg Matthew Hamilton | 66 | $58.0K | 0.02% | +6+10.0% | Added |
| Lee Financial Co | 68 | $59.7K | 0.01% | +6+9.7% | Added |
| EntryPoint Capital, LLC | 69 | $60.6K | 0.06% | +69 | New |
| WealthCollab, LLC | 74 | $65.0K | 0.05% | +74 | New |
| Accent Capital Management, LLC | 75 | $65.9K | 0.05% | +75 | New |
| MV Capital Management, Inc. | 83 | $72.9K | 0.01% | +8+10.7% | Added |
| Eagle Bay Advisors LLC | 84 | $73.8K | 0.05% | −1−1.2% | Reduced |
| St. Johns Investment Management Company, LLC | 86 | $75.5K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $79.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 95 | $83.4K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 100 | $87.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $87.8K | 0.05% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 100 | $87.8K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $87.8K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 100 | $87.8K | 0.00% | +20+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 102 | $89.6K | 0.04% | −10−8.9% | Reduced |
| AdvisorNet Financial, Inc | 103 | $90.5K | 0.01% | −20−16.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 104 | $91.3K | 0.03% | +104 | New |
| Heritage Wealth Advisors | 108 | $94.9K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $97.0K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 110 | $97.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 111 | $97.5K | 0.00% | −11−9.0% | Reduced |
| Game Plan Financial Advisors, LLC | 115 | $101.0K | 0.06% | +115 | New |
| Rowland & Co Investment Counsel | 116 | $101.9K | 0.02% | +116 | New |
| Centaurus Financial, Inc. | 117 | $103.0K | 0.01% | −48−29.1% | Reduced |
| Financial Management Professionals, Inc. | 123 | $108.0K | 0.02% | −2−1.6% | Reduced |
| Plato Investment Management Ltd | 123 | $108.0K | 0.13% | +123 | New |
| LM Advisors LLC | 125 | $109.8K | 0.02% | +125 | New |
| Glen Eagle Advisors, LLC | 128 | $112.4K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 130 | $114.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 130 | $114.2K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 130 | $114.2K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 130 | $114.2K | 0.02% | +3+2.4% | Added |
| Ronald Blue Trust, Inc. | 142 | $116.0K | 0.00% | +66+86.8% | Added |
| Evermay Wealth Management LLC | 134 | $117.7K | 0.02% | +134 | New |
| Jamison Private Wealth Management, Inc. | 135 | $118.6K | 0.02% | −31−18.7% | Reduced |
| Jupiter Wealth Management LLC | 137 | $120.3K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 137 | $120.3K | 0.00% | +5+3.8% | Added |
| CVA Family Office, LLC | 137 | $120.3K | 0.02% | +137 | New |
| Smithfield Trust Co | 141 | $125.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 144 | $126.5K | 0.00% | −98−40.5% | Reduced |
| M&R Capital Management Inc | 150 | $131.7K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $131.7K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 155 | $136.1K | 0.00% | −37−19.3% | Reduced |
| Cambridge Trust Co | 157 | $137.9K | 0.01% | −11−6.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 162 | $142.3K | 0.01% | +22+15.7% | Added |
| AJOVista, LLC | 163 | $143.2K | 0.18% | +163 | New |
| Whittier Trust Co of Nevada Inc | 165 | $144.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 167 | $146.7K | 0.03% | −5−2.9% | Reduced |
| LMR Partners LLP | 169 | $148.4K | 0.00% | −327−65.9% | Reduced |
| Financial Perspectives, Inc | 174 | $152.8K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 175 | $153.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 183 | $160.3K | 0.02% | +1+0.5% | Added |
| West Tower Group, LLC | 184 | $161.6K | 0.33% | +184 | New |
| JJJ Advisors Inc. | 184 | $161.6K | 0.04% | +24+15.0% | Added |
| Independence Bank of Kentucky | 186 | $163.4K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 187 | $164.2K | 0.03% | +25+15.4% | Added |
| First Manhattan Co | 188 | $166.0K | 0.00% | +1+0.5% | Added |