| Focused Wealth Management, Inc | 280 | $21.8K | 0.00% | +280 | New |
| Fortitude Family Office, LLC | 295 | $23.0K | 0.01% | −60−16.9% | Reduced |
| Legacy Bridge, LLC | 295 | $23.0K | 0.01% | 00.0% | Unchanged |
| Zeit Capital LLC | 296 | $23.0K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 296 | $23.0K | 0.01% | +296 | New |
| Tidemark, LLC | 299 | $23.2K | 0.01% | +78+35.3% | Added |
| Moser Wealth Advisors, LLC | 300 | $23.4K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 300 | $23.4K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 306 | $23.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 304 | $23.7K | 0.01% | +195+178.9% | Added |
| RE Dickinson Investment Advisors, LLC | 305 | $23.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 307 | $23.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 310 | $24.1K | 0.01% | −1,046−77.1% | Reduced |
| Live Oak Investment Partners | – | $24.5K | 0.02% | – | New |
| Pension & Wealth Management Advisors, Inc. | 316 | $24.6K | 0.01% | +2+0.6% | Added |
| Solstein Capital, LLC | 318 | $24.8K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 324 | $25.2K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 325 | $25.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 330 | $25.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 333 | $25.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 333 | $26.0K | 0.03% | +1+0.3% | Added |
| New Millennium Group LLC | 334 | $26.0K | 0.02% | +334 | New |
| Morton Brown Family Wealth, LLC | 351 | $26.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 335 | $26.1K | 0.01% | +279+498.2% | Added |
| Hobbs Group Advisors, LLC | 344 | $26.8K | 0.01% | +344 | New |
| Deane Retirement Strategies, Inc. | 206 | $27.0K | 0.01% | −28,849−99.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 359 | $27.9K | 0.01% | +286+391.8% | Added |
| Centerpoint Advisors, LLC | 359 | $28.0K | 0.01% | −168−31.9% | Reduced |
| First Community Trust NA | 363 | $28.3K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $28.6K | 0.00% | −16,641−97.8% | Reduced |
| Evolution Advisers, Inc. | 383 | $29.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 374 | $29.1K | 0.01% | −9−2.3% | Reduced |
| Missouri Trust & Investment Co | 375 | $29.2K | 0.01% | −240−39.0% | Reduced |
| Bell Investment Advisors, Inc | 390 | $30.4K | 0.01% | −92−19.1% | Reduced |
| McMahon Financial Advisors, LLC | 393 | $30.6K | 0.01% | +393 | New |
| GW&K Investment Management, LLC | 392 | $31.0K | 0.00% | +7+1.8% | Added |
| Financial Connections Group, Inc. | 400 | $31.0K | 0.02% | +400 | New |
| Dixon Mitchell Investment Counsel Inc. | 400 | $31.1K | 0.00% | −100−20.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $31.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $31.1K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 401 | $31.2K | 0.02% | +401 | New |
| Oliver Lagore Vanvalin Investment Group | 409 | $31.9K | 0.01% | −113−21.6% | Reduced |
| Pin Oak Investment Advisors Inc | 409 | $32.0K | 0.03% | +43+11.7% | Added |
| Camelot Portfolios, LLC | 419 | $32.6K | 0.02% | +419 | New |
| Raleigh Capital Management Inc. | 430 | $33.5K | 0.01% | −52−10.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 431 | $33.5K | 0.00% | −972−69.3% | Reduced |
| HighMark Wealth Management LLC | 441 | $34.4K | 0.02% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 459 | $34.4K | 0.01% | −105−18.6% | Reduced |
| Prestige Wealth Management Group LLC | 451 | $35.1K | 0.01% | −1,840−80.3% | Reduced |
| Evermay Wealth Management LLC | 453 | $35.3K | 0.01% | −595−56.8% | Reduced |
| Aspect Partners, LLC | 454 | $35.3K | 0.02% | +2+0.4% | Added |
| Anfield Capital Management, LLC | 458 | $35.7K | 0.02% | +39+9.3% | Added |
| Strategic Investment Solutions, Inc. | 325 | $35.9K | 0.01% | +325 | New |
| Cassady Schiller Wealth Management, LLC | 464 | $36.1K | 0.01% | 00.0% | Unchanged |
| SWS Partners | 477 | $37.2K | 0.01% | +477 | New |
| Opal Wealth Advisors, LLC | 489 | $38.1K | 0.01% | +489 | New |
| Kozak & Associates, Inc. | 502 | $38.3K | 0.01% | +3+0.6% | Added |
| West Financial Advisors, LLC | 497 | $38.7K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 500 | $38.9K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 500 | $38.9K | 0.00% | +500 | New |
| Fairfield Financial Advisors, LTD | 528 | $41.1K | 0.01% | +528 | New |
| Wolff Wiese Magana LLC | 539 | $42.0K | 0.03% | +15+2.9% | Added |
| S.A. Mason LLC | 558 | $43.4K | 0.02% | +558 | New |
| Fortis Group Advisors, LLC | 560 | $43.6K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 567 | $44.1K | 0.01% | +134+30.9% | Added |
| Beacon Capital Management, LLC | 568 | $44.2K | 0.01% | −680−54.5% | Reduced |
| Barrett & Company, Inc. | 580 | $45.2K | 0.02% | −100−14.7% | Reduced |
| Tompkins Financial Corp | 587 | $45.7K | 0.00% | −35,724−98.4% | Reduced |
| 1620 Investment Advisors, Inc. | 600 | $46.7K | 0.04% | −33,216−98.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 602 | $46.9K | 0.00% | −204−25.3% | Reduced |
| First Pacific Financial | 602 | $46.9K | 0.01% | +66+12.3% | Added |
| Clean Yield Group | 610 | $47.5K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 611 | $47.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 618 | $48.1K | 0.02% | −21−3.3% | Reduced |
| Register Financial Advisors LLC | 628 | $48.9K | 0.02% | −5−0.8% | Reduced |
| FWL Investment Management, LLC | 635 | $49.4K | 0.02% | +635 | New |
| Orion Capital Management LLC | 639 | $49.7K | 0.03% | −90−12.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 642 | $50.0K | 0.01% | +41+6.8% | Added |
| Abich Financial Wealth Management LLC | 643 | $50.1K | 0.03% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 667 | $52.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 671 | $52.2K | 0.02% | −22−3.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 682 | $53.0K | 0.05% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 685 | $53.3K | 0.01% | −2,000−74.5% | Reduced |
| Y.D. More Investments Ltd | 697 | $54.0K | 0.01% | −6,571−90.4% | Reduced |
| Armstrong Advisory Group, Inc | 695 | $54.1K | 0.00% | +30+4.5% | Added |
| Creative Capital Management Investments LLC | 695 | $54.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 704 | $54.8K | 0.01% | −19−2.6% | Reduced |
| Financial Management Professionals, Inc. | 704 | $55.0K | 0.01% | −229−24.5% | Reduced |
| Planning Capital Management Corp | 709 | $55.2K | 0.04% | −495−41.1% | Reduced |
| Transcendent Capital Group LLC | 727 | $56.6K | 0.03% | +14+2.0% | Added |
| Citizens National Bank Trust Department | 755 | $58.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 756 | $58.8K | 0.01% | −47−5.9% | Reduced |
| Mizuho Securities Co. Ltd. | 770 | $59.9K | 0.14% | +770 | New |
| Kiely Wealth Advisory Group, Inc. | 813 | $61.0K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 786 | $61.2K | 0.02% | +786 | New |
| Princeton Global Asset Management LLC | 807 | $62.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 809 | $63.0K | 0.03% | −149−15.6% | Reduced |
| Tyler-Stone Wealth Management | 818 | $63.7K | 0.03% | −80−8.9% | Reduced |
| Kelly Financial Services LLC | 868 | $67.6K | 0.02% | +321+58.7% | Added |
| Webster Bank, N. A. | 877 | $68.3K | 0.01% | −50−5.4% | Reduced |
