| Wolff Wiese Magana LLC | 29 | $5.73K | 0.00% | +24+480.0% | Added |
| Pin Oak Investment Advisors Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 31 | $6.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $6.32K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 29 | $6.47K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $6.52K | 0.00% | −22−40.0% | Reduced |
| SOA Wealth Advisors, LLC. | 33 | $6.52K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $6.52K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 33 | $6.52K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 34 | $6.71K | 0.00% | −222−86.7% | Reduced |
| Dunhill Financial, LLC | 34 | $6.82K | 0.00% | −3−8.1% | Reduced |
| Wilkerson Advisory Group LLC | 35 | $6.91K | 0.00% | +9+34.6% | Added |
| Bogart Wealth, LLC | 36 | $7.11K | 0.00% | +12+50.0% | Added |
| Crewe Advisors LLC | 37 | $7.31K | 0.00% | +10+37.0% | Added |
| Mosley Wealth Management | 30 | $7.75K | 0.00% | +30 | New |
| Newbridge Financial Services Group, Inc. | 40 | $7.90K | 0.00% | −85−68.0% | Reduced |
| Grove Bank & Trust | 40 | $7.90K | 0.00% | +9+29.0% | Added |
| Main Street Group, LTD | 40 | $7.90K | 0.00% | +40 | New |
| Avion Wealth | 42 | $8.00K | 0.00% | −38−47.5% | Reduced |
| Sachetta, LLC | 41 | $8.10K | 0.00% | +18+78.3% | Added |
| Vanguard National Trust Co | 41 | $8.10K | 0.00% | +41 | New |
| Pacific Center for Financial Services | 42 | $8.29K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 42 | $8.29K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 45 | $8.89K | 0.00% | +4+9.8% | Added |
| Hollencrest Capital Management | 45 | $8.89K | 0.00% | +5+12.5% | Added |
| First Pacific Financial | 45 | $8.89K | 0.00% | +15+50.0% | Added |
| RWM Asset Management, LLC | 45 | $8.89K | 0.00% | +45 | New |
| Kerr Financial Planning Corp | 42 | $8.98K | 0.01% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 60 | $9.00K | 0.00% | +60 | New |
| New England Capital Financial Advisors LLC | 46 | $9.09K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 47 | $9.28K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 47 | $9.28K | 0.00% | +42+840.0% | Added |
| Evolution Wealth Management Inc. | 49 | $9.68K | 0.01% | +49 | New |
| Abound Wealth Management | 50 | $9.88K | 0.00% | −1−2.0% | Reduced |
| Front Row Advisors LLC | 50 | $9.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $9.88K | 0.00% | +11+28.2% | Added |
| Valley National Advisers Inc | 54 | $10.0K | 0.00% | −21−28.0% | Reduced |
| Rocky Mountain Advisers, LLC | 53 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 54 | $10.7K | 0.00% | +19+54.3% | Added |
| Joseph Group Capital Management | 54 | $10.7K | 0.00% | +54 | New |
| Washington Trust Advisors, Inc. | 55 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 55 | $10.9K | 0.01% | +6+12.2% | Added |
| Swiss Re Ltd | 56 | $11.1K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $11.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 58 | $11.5K | 0.00% | −105−64.4% | Reduced |
| Catalyst Capital Advisors LLC | 58 | $11.5K | 0.00% | −12−17.1% | Reduced |
| Hurley Capital, LLC | 59 | $11.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 60 | $11.8K | 0.00% | −46−43.4% | Reduced |
| Adirondack Trust Co | 60 | $11.8K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 60 | $11.8K | 0.00% | +60 | New |
| N.E.W. Advisory Services LLC | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 61 | $12.0K | 0.01% | +61 | New |
| Capital Advisor Network LLC | 61 | $12.0K | 0.02% | +61 | New |
| LRI Investments, LLC | 62 | $12.2K | 0.00% | +51+463.6% | Added |
| POM Investment Strategies, LLC | 63 | $12.4K | 0.02% | +63 | New |
| Ameliora Wealth Management Ltd. | 65 | $12.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $13.0K | 0.01% | −35−35.4% | Reduced |
| Private Wealth Asset Management, LLC | 68 | $13.4K | 0.00% | −1−1.4% | Reduced |
| Atlas Capital Advisors LLC | 70 | $13.8K | 0.00% | +50+250.0% | Added |
| Tripletail Wealth Management, LLC | 70 | $14.0K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 72 | $14.2K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76 | $15.0K | 0.00% | +76 | New |
| Hanson & Doremus Investment Management | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 77 | $15.2K | 0.01% | +77 | New |
| Greykasell Wealth Strategies, Inc. | 78 | $15.4K | 0.01% | +78 | New |
| ESL Trust Services, LLC | 80 | $15.8K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 81 | $16.0K | 0.01% | −319−79.8% | Reduced |
| JFS Wealth Advisors, LLC | 85 | $16.8K | 0.00% | −6−6.6% | Reduced |
| Medallion Wealth Advisors, LLC | 87 | $17.2K | 0.01% | +6+7.4% | Added |
| Ronald Blue Trust, Inc. | 89 | $17.6K | 0.00% | −5−5.3% | Reduced |
| Security National Bank | 93 | $18.4K | 0.00% | +93 | New |
| Manchester Capital Management LLC | 99 | $19.6K | 0.00% | +4+4.2% | Added |
| WPG Advisers, LLC | 99 | $19.6K | 0.01% | +41+70.7% | Added |
| Wealth Preservation Advisors, LLC | 99 | $19.6K | 0.02% | +99 | New |
| Centiva Capital, LP | 101 | $19.9K | 0.00% | −9,899−99.0% | Reduced |
| Private Wealth Management Group, LLC | 104 | $20.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 105 | $20.7K | 0.00% | +105 | New |
| Meeder Asset Management Inc | 107 | $21.1K | 0.00% | −54−33.5% | Reduced |
| Cornerstone Planning Group LLC | 95 | $21.2K | 0.00% | +5+5.6% | Added |
| Activest Wealth Management | 108 | $21.3K | 0.00% | −27−20.0% | Reduced |
| Pinnacle Bancorp, Inc. | 112 | $22.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 112 | $22.1K | 0.00% | +2+1.8% | Added |
| Ares Financial Consulting, LLC | 115 | $22.8K | 0.02% | +93+422.7% | Added |
| Blue Bell Private Wealth Management, LLC | 121 | $23.9K | 0.00% | −75−38.3% | Reduced |
| GW&K Investment Management, LLC | 121 | $24.0K | 0.00% | −2−1.6% | Reduced |
| JPL Wealth Management, LLC | 124 | $24.5K | 0.01% | +124 | New |
| Spire Wealth Management | 126 | $24.9K | 0.00% | +2+1.6% | Added |
| Rachor Investment Advisory Services, LLC | 132 | $26.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 135 | $26.7K | 0.00% | −1−0.7% | Reduced |
| 1 North Wealth Services LLC | 140 | $27.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 146 | $28.8K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 147 | $29.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 150 | $29.6K | 0.00% | −130−46.4% | Reduced |
| CGC Financial Services, LLC | 150 | $29.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 151 | $29.8K | 0.00% | −44−22.6% | Reduced |
| Smithfield Trust Co | 148 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $31.0K | 0.00% | +5+3.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 158 | $31.2K | 0.01% | +158 | New |
| MV Capital Management, Inc. | 164 | $32.4K | 0.00% | +33+25.2% | Added |
| Essential Partners LLC | 169 | $33.4K | 0.01% | +130+333.3% | Added |