| Graves-Light Private Wealth Management, Inc. | 347 | $40.0K | 0.01% | +288+488.1% | Added |
| Lindbrook Capital, LLC | 338 | $39.0K | 0.01% | −182−35.0% | Reduced |
| BerganKDV Wealth Management, LLC | 336 | $39.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 330 | $38.0K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 335 | $38.0K | 0.01% | +335 | New |
| Contravisory Investment Management, Inc. | 307 | $36.0K | 0.01% | −50,077−99.4% | Reduced |
| Farmers & Merchants Investments Inc | 310 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 311 | $36.0K | 0.01% | −6−1.9% | Reduced |
| Creative Financial Designs Inc | 310 | $36.0K | 0.01% | +50+19.2% | Added |
| McClarren Financial Advisors, Inc. | 299 | $35.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 298 | $35.0K | 0.05% | +298 | New |
| KB Financial Partners, LLC | 291 | $34.0K | 0.01% | −3,104−91.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 290 | $34.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 297 | $34.0K | 0.02% | +227+324.3% | Added |
| Rockbridge Investment Management, LCC | 287 | $33.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 279 | $32.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 250 | $29.0K | 0.01% | −125−33.3% | Reduced |
| Baystate Wealth Management LLC | 250 | $29.0K | 0.00% | −14−5.3% | Reduced |
| Charter Oak Capital Management, LLC | 250 | $29.0K | 0.00% | +250 | New |
| NEXT Financial Group, Inc | 228 | $26.0K | 0.00% | −9−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 228 | $26.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 217 | $25.0K | 0.00% | +217 | New |
| NVWM, LLC | 208 | $24.0K | 0.01% | −6,799−97.0% | Reduced |
| Key Financial Inc | 210 | $24.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 202 | $23.0K | 0.01% | −225−52.7% | Reduced |
| Bogart Wealth, LLC | 193 | $22.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 190 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 182 | $21.0K | 0.00% | −222−55.0% | Reduced |
| MV Capital Management, Inc. | 184 | $21.0K | 0.00% | +59+47.2% | Added |
| EverSource Wealth Advisors, LLC | 175 | $21.0K | 0.01% | +175 | New |
| Institutional & Family Asset Management, LLC | 171 | $20.0K | 0.00% | +5+3.0% | Added |
| Ford Financial Group, LLC | 177 | $20.0K | 0.01% | +177 | New |
| Glen Eagle Advisors, LLC | 170 | $19.7K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 165 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 159 | $18.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 148 | $17.0K | 0.00% | +148 | New |
| Tradition Wealth Management, LLC | 141 | $16.0K | 0.00% | −150−51.5% | Reduced |
| North Star Investment Management Corp. | 134 | $16.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 138 | $16.0K | 0.00% | +20+16.9% | Added |
| Aspire Private Capital, LLC | 129 | $15.0K | 0.00% | −50−27.9% | Reduced |
| Covington Capital Management | 132 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 129 | $15.0K | 0.01% | +115+821.4% | Added |
| HM Payson & Co | 117 | $14.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 118 | $14.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 117 | $14.0K | 0.01% | +29+33.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 122 | $14.0K | 0.00% | +122 | New |
| Delta Asset Management LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $13.0K | 0.00% | +66+150.0% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 103 | $13.0K | 0.04% | +103 | New |
| Byrne Asset Management LLC | 115 | $13.0K | 0.01% | +115 | New |
| Liberty One Investment Management, LLC | 105 | $12.0K | 0.00% | −7,607−98.6% | Reduced |
| Evermay Wealth Management LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $12.0K | 0.01% | +100 | New |
| City State Bank | 103 | $12.0K | 0.01% | +103 | New |
| Stephens Consulting, LLC | 101 | $11.7K | 0.01% | +101 | New |
| Pinnacle Bancorp, Inc. | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $11.0K | 0.00% | −5−4.8% | Reduced |
| Westside Investment Management, Inc. | 99 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 92 | $11.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 96 | $11.0K | 0.00% | +96 | New |
| Kozak & Associates, Inc. | 93 | $11.0K | 0.01% | +93 | New |
| American State Bank (Iowa) | 94 | $10.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 89 | $10.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 86 | $10.0K | 0.00% | +12+16.2% | Added |
| Professional Financial Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 81 | $9.00K | 0.00% | +12+17.4% | Added |
| Sageworth Trust Co | 67 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $8.00K | 0.00% | +71 | New |
| Accel Wealth Management | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $7.00K | 0.00% | +9+18.8% | Added |
| Surevest, LLC | 58 | $7.00K | 0.00% | +58 | New |
| Tyler-Stone Wealth Management | 57 | $7.00K | 0.00% | +57 | New |
| JJJ Advisors Inc. | 53 | $6.00K | 0.00% | −32−37.6% | Reduced |
| Hanson & Doremus Investment Management | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 53 | $6.00K | 0.00% | +20+60.6% | Added |
| Ancora Advisors, LLC | 49 | $6.00K | 0.00% | +30+157.9% | Added |
| Carolinas Wealth Consulting LLC | 49 | $6.00K | 0.00% | +44+880.0% | Added |
| Level Financial Advisors, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Zullo Investment Group, Inc. | 52 | $6.00K | 0.00% | +52 | New |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Tucker Asset Management LLC | 47 | $5.48K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 46 | $5.00K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 39 | $4.52K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |