| ORG Partners LLC | 49 | $22.8K | 0.00% | −3−5.8% | Reduced |
| Northwest Financial Advisors | 49 | $22.8K | 0.02% | +49 | New |
| Center for Financial Planning, Inc. | 50 | $23.3K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 50 | $23.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $23.7K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 51 | $23.7K | 0.02% | +8+18.6% | Added |
| Eagle Bay Advisors LLC | 54 | $25.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 54 | $25.1K | 0.01% | +54 | New |
| BFSG, LLC | 54 | $25.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 55 | $25.6K | 0.01% | −12−17.9% | Reduced |
| Armstrong Advisory Group, Inc | 56 | $26.0K | 0.00% | −41−42.3% | Reduced |
| Carolinas Wealth Consulting LLC | 56 | $26.0K | 0.00% | −1−1.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 58 | $27.0K | 0.02% | −5−7.9% | Reduced |
| Dunhill Financial, LLC | 58 | $27.1K | 0.01% | +24+70.6% | Added |
| Cornerstone Planning Group LLC | 58 | $27.3K | 0.01% | −21−26.6% | Reduced |
| Highline Wealth Partners LLC | 59 | $27.4K | 0.01% | +48+436.4% | Added |
| Quintet Private Bank (Europe) S.A. | 60 | $27.9K | 0.00% | +8+15.4% | Added |
| First Command Advisory Services, Inc. | 60 | $27.9K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 60 | $27.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 62 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 65 | $30.2K | 0.02% | −8−11.0% | Reduced |
| Annapolis Financial Services, LLC | 65 | $30.2K | 0.01% | +1+1.6% | Added |
| Estabrook Capital Management | 69 | $32.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 70 | $32.6K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 66 | $32.6K | 0.02% | +66 | New |
| Legacy Wealth Managment, LLC | 66 | $32.6K | 0.02% | +66 | New |
| Hanson & Doremus Investment Management | 70 | $33.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 70 | $33.0K | 0.00% | +4+6.1% | Added |
| Meeder Asset Management Inc | 71 | $33.0K | 0.00% | +3+4.4% | Added |
| Fortitude Family Office, LLC | 73 | $34.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 75 | $34.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 76 | $35.3K | 0.01% | +76 | New |
| Prestige Wealth Management Group LLC | 77 | $35.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 80 | $37.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 80 | $37.2K | 0.01% | +5+6.7% | Added |
| WR Wealth Planners, LLC | 82 | $38.1K | 0.01% | −45−35.4% | Reduced |
| Capital Performance Advisors LLP | 83 | $38.5K | 0.01% | +83 | New |
| PEAK6 Investments LLC | 83 | $38.7K | 0.00% | +82+8,200.0% | Added |
| Integrated Investment Consultants, LLC | 19,734 | $42.0K | 0.01% | +19,734 | New |
| SOA Wealth Advisors, LLC. | 91 | $42.3K | 0.01% | +11+13.8% | Added |
| Abound Wealth Management | 92 | $42.7K | 0.01% | −2−2.1% | Reduced |
| Evermay Wealth Management LLC | 93 | $43.3K | 0.01% | −213−69.6% | Reduced |
| ZRC Wealth Management, LLC | 94 | $43.7K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $46.0K | 0.00% | +2+2.1% | Added |
| Spirit of America Management Corp | 100 | $46.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $46.5K | 0.03% | +100 | New |
| RiverPark Advisors, LLC | 102 | $47.4K | 0.04% | −2−1.9% | Reduced |
| GHP Investment Advisors, Inc. | 102 | $47.4K | 0.00% | +40+64.5% | Added |
| Bell Investment Advisors, Inc | 120 | $55.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 122 | $56.0K | 0.01% | −39−24.2% | Reduced |
| Gables Capital Management Inc. | 121 | $56.3K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 123 | $57.2K | 0.01% | −13−9.6% | Reduced |
| Stone House Investment Management, LLC | 124 | $57.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 126 | $59.2K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 131 | $60.9K | 0.01% | 00.0% | Unchanged |
| Motco | 131 | $60.9K | 0.01% | +117+835.7% | Added |
| Colonial Trust Co | 133 | $61.5K | 0.01% | +109+454.2% | Added |
| GW&K Investment Management, LLC | 133 | $62.0K | 0.00% | +32+31.7% | Added |
| Atlantic Trust, LLC | 137 | $63.7K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 138 | $64.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 140 | $65.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 145 | $67.0K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $69.8K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $69.8K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $69.8K | 0.01% | +7+4.9% | Added |
| Rosenberg Matthew Hamilton | 152 | $70.7K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 153 | $71.2K | 0.00% | −11−6.7% | Reduced |
| Wolff Wiese Magana LLC | 156 | $72.6K | 0.05% | +112+254.5% | Added |
| PFS Partners, LLC | 158 | $73.5K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 158 | $73.5K | 0.04% | +2+1.3% | Added |
| Voisard Asset Management Group, Inc. | 159 | $73.9K | 0.03% | −122−43.4% | Reduced |
| NBC Securities, Inc. | 160 | $74.0K | 0.01% | +41+34.5% | Added |
| Colonial Trust Advisors | 160 | $74.4K | 0.01% | −100−38.5% | Reduced |
| Versant Capital Management, Inc | 161 | $74.9K | 0.02% | +29+22.0% | Added |
| Global Financial Private Client, LLC | 166 | $77.2K | 0.03% | +20+13.7% | Added |
| Oakworth Capital, Inc. | 167 | $77.7K | 0.01% | +25+17.6% | Added |
| Farmers & Merchants Investments Inc | 167 | $77.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $79.5K | 0.01% | −45−20.8% | Reduced |
| MCF Advisors LLC | 174 | $80.9K | 0.01% | −2−1.1% | Reduced |
| Capula Management Ltd | 174 | $80.9K | 0.00% | +174 | New |
| 1620 Investment Advisors, Inc. | 176 | $81.8K | 0.06% | +7+4.1% | Added |
| Plante Moran Financial Advisors, LLC | 192 | $89.3K | 0.01% | +1+0.5% | Added |
| MV Capital Management, Inc. | 192 | $89.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 198 | $92.1K | 0.04% | +54+37.5% | Added |
| TruNorth Capital Management, LLC | 200 | $93.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $93.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $93.0K | 0.05% | +200 | New |
| Asset Dedication, LLC | 202 | $93.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 204 | $94.4K | 0.01% | +112+121.7% | Added |
| Legacy Bridge, LLC | 211 | $98.1K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 220 | $102.3K | 0.05% | +47+27.2% | Added |
| Transcendent Capital Group LLC | 224 | $104.2K | 0.05% | −516−69.7% | Reduced |
| Blue Chip Partners, Inc. | 227 | $105.6K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 238 | $110.7K | 0.02% | +238 | New |
| Spectrum Wealth Counsel, LLC | 247 | $114.9K | 0.01% | −73−22.8% | Reduced |
| Raleigh Capital Management Inc. | 249 | $115.8K | 0.04% | +2+0.8% | Added |
| Paradigm Asset Management Co LLC | 250 | $116.3K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 254 | $118.1K | 0.10% | +60+30.9% | Added |
| Salem Investment Counselors Inc | 259 | $120.5K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 280 | $130.2K | 0.05% | −195−41.1% | Reduced |
