| Pacific Capital Wealth Advisors, Inc | 183 | $31.2K | 0.01% | +183 | New |
| Trifecta Capital Advisors, LLC | 190 | $32.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 196 | $33.4K | 0.01% | +98+100.0% | Added |
| Planning Capital Management Corp | 198 | $33.8K | 0.03% | +198 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $34.0K | 0.02% | +200 | New |
| FSA Wealth Management LLC | 200 | $34.0K | 0.02% | +200 | New |
| Legacy Bridge, LLC | 200 | $34.1K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 202 | $34.4K | 0.02% | +2+1.0% | Added |
| Magellan Asset Management Ltd | 210 | $35.8K | 0.00% | +18+9.4% | Added |
| Key Financial Inc | 213 | $36.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 214 | $36.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 218 | $37.0K | 0.02% | +218 | New |
| Beacon Capital Management, LLC | 233 | $37.0K | 0.01% | −16−6.4% | Reduced |
| Luken Investment Analytics, LLC | 218 | $37.2K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 221 | $37.8K | 0.06% | +221 | New |
| Harel Insurance Investments & Financial Services Ltd. | 224 | $38.0K | 0.00% | −56−20.0% | Reduced |
| Bellevue Asset Management, LLC | 233 | $39.7K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 241 | $41.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 241 | $41.1K | 0.01% | +241 | New |
| Toth Financial Advisory Corp | 246 | $41.9K | 0.01% | −10−3.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 257 | $42.5K | 0.01% | +9+3.6% | Added |
| LFA - Lugano Financial Advisors SA | 250 | $42.6K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 250 | $42.6K | 0.03% | +250 | New |
| Blue Bell Private Wealth Management, LLC | 251 | $42.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 252 | $43.0K | 0.01% | +30+13.5% | Added |
| Wolff Wiese Magana LLC | 255 | $43.5K | 0.04% | −13−4.9% | Reduced |
| Sawyer & Company, Inc | 260 | $44.0K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 270 | $44.7K | 0.03% | +270 | New |
| Core Wealth Advisors, Inc. | 267 | $45.5K | 0.02% | +52+24.2% | Added |
| Fortitude Family Office, LLC | 272 | $46.4K | 0.03% | +272 | New |
| SJS Investment Consulting Inc. | 278 | $47.4K | 0.01% | +71+34.3% | Added |
| Emfo, LLC | 288 | $49.1K | 0.05% | 00.0% | Unchanged |
| Kepos Capital LP | 294 | $50.0K | 0.02% | +53+22.0% | Added |
| EntryPoint Capital, LLC | 296 | $50.5K | 0.05% | +296 | New |
| LM Advisors LLC | 298 | $50.8K | 0.01% | +298 | New |
| Adirondack Trust Co | 304 | $50.9K | 0.02% | 00.0% | Unchanged |
| Natixis | 299 | $51.0K | 0.00% | −16,210−98.2% | Reduced |
| Canton Hathaway, LLC | 301 | $51.0K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 297 | $51.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 306 | $52.2K | 0.03% | +306 | New |
| First Personal Financial Services | 307 | $52.3K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 317 | $54.0K | 0.02% | −18−5.4% | Reduced |
| West Branch Capital LLC | 318 | $54.2K | 0.03% | +17+5.6% | Added |
| Rise Advisors, LLC | 321 | $54.8K | 0.04% | +2+0.6% | Added |
| Westside Investment Management, Inc. | 322 | $54.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 325 | $55.4K | 0.00% | +325 | New |
| Optimum Investment Advisors | 326 | $55.6K | 0.03% | −1−0.3% | Reduced |
| Creative Financial Designs Inc | 339 | $57.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 340 | $58.0K | 0.03% | −5−1.4% | Reduced |
| TFC Financial Management | 340 | $58.0K | 0.01% | +1+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 346 | $59.0K | 0.04% | −30−8.0% | Reduced |
| Citizens National Bank Trust Department | 350 | $59.7K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 367 | $60.1K | 0.02% | +3+0.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 355 | $60.5K | 0.05% | +355 | New |
| Valued Wealth Advisors LLC | 382 | $60.7K | 0.06% | +382 | New |
| CVA Family Office, LLC | 357 | $60.8K | 0.01% | +357 | New |
| SRS Capital Advisors, Inc. | 357 | $60.8K | 0.01% | −2,060−85.2% | Reduced |
| Chelsea Counsel Co | 365 | $62.2K | 0.03% | −800−68.7% | Reduced |
| Versant Capital Management, Inc | 366 | $62.4K | 0.02% | −39−9.6% | Reduced |
| Hobbs Group Advisors, LLC | 366 | $62.4K | 0.03% | +366 | New |
| First Pacific Financial | 377 | $64.3K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 381 | $64.9K | 0.04% | +3+0.8% | Added |
| Bell Investment Advisors, Inc | 404 | $68.9K | 0.01% | +123+43.8% | Added |
| Private Wealth Management Group, LLC | 405 | $69.0K | 0.03% | +405 | New |
| Riggs Asset Managment Co. Inc. | 410 | $69.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 411 | $70.1K | 0.01% | −145−26.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 415 | $71.0K | 0.05% | +3+0.7% | Added |
| BKM Wealth Management, LLC | 418 | $71.3K | 0.03% | +418 | New |
| Slocum, Gordon & Co LLP | 428 | $73.0K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 469 | $79.9K | 0.03% | −24−4.9% | Reduced |
| Avion Wealth | 476 | $81.0K | 0.02% | −9−1.9% | Reduced |
| Indiana Trust & Investment Management CO | 484 | $82.5K | 0.04% | 00.0% | Unchanged |
| Northwest Financial Advisors | 485 | $82.6K | 0.07% | +485 | New |
| Capula Management Ltd | 490 | $83.5K | 0.01% | −48,872−99.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 504 | $85.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 507 | $86.4K | 0.06% | +205+67.9% | Added |
| Old Second National Bank of Aurora | 515 | $87.8K | 0.02% | +225+77.6% | Added |
| Gradient Investments LLC | 519 | $88.5K | 0.00% | +73+16.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 521 | $89.0K | 0.00% | −41−7.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 530 | $90.3K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 544 | $92.7K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 552 | $94.1K | 0.07% | +552 | New |
| Gold Investment Management Ltd. | 555 | $94.6K | 0.04% | +555 | New |
| Vestor Capital, LLC | 562 | $96.0K | 0.01% | +8+1.4% | Added |
| Gables Capital Management Inc. | 565 | $96.3K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 576 | $98.2K | 0.01% | −52−8.3% | Reduced |
| Richardson Capital Management LLC | 583 | $99.4K | 0.10% | +583 | New |
| Addison Advisors LLC | 585 | $99.7K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 586 | $99.9K | 0.04% | +586 | New |
| Partnership Wealth Management, LLC | 638 | $102.2K | 0.08% | +638 | New |
| Strategic Investment Solutions, Inc. | 600 | $102.3K | 0.02% | −37,200−98.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 607 | $103.0K | 0.03% | +234+62.7% | Added |
| Cetera Trust Company, N.A | 612 | $104.3K | 0.07% | +612 | New |
| Greenwood Gearhart Inc | 620 | $105.7K | 0.01% | +620 | New |
| Maryland Capital Advisors Inc. | 625 | $106.5K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 628 | $107.0K | 0.05% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 629 | $107.2K | 0.05% | −465−42.5% | Reduced |
| McClarren Financial Advisors, Inc. | 632 | $108.0K | 0.08% | +5+0.8% | Added |
| Atticus Wealth Management, LLC | 645 | $110.0K | 0.04% | +5+0.8% | Added |
| Cassady Schiller Wealth Management, LLC | 648 | $110.5K | 0.06% | 00.0% | Unchanged |
