| Dumont & Blake Investment Advisors LLC | 900 | $215.0K | 0.08% | −8−0.9% | Reduced |
| Archer Investment Corp | 900 | $215.0K | 0.08% | 00.0% | Unchanged |
| Cohen Lawrence B | 900 | $215.0K | 0.11% | +900 | New |
| Lowell Blake & Associates Inc. | 900 | $215.0K | 0.07% | +900 | New |
| Talbot Financial, LLC | 900 | $215.0K | 0.04% | +900 | New |
| Ted Buchan & Co | 900 | $215.0K | 0.20% | +900 | New |
| Shepherd Financial Partners LLC | 899 | $214.8K | 0.04% | −20−2.2% | Reduced |
| Ssi Investment Management LLC | 899 | $214.7K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 891 | $212.8K | 0.37% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 889 | $212.3K | 0.13% | −4−0.4% | Reduced |
| FineMark National Bank & Trust | 887 | $211.9K | 0.01% | −491−35.6% | Reduced |
| High Falls Advisors, Inc | 886 | $211.7K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 886 | $211.6K | 0.12% | −109−11.0% | Reduced |
| Syntax Advisors, LLC | 886 | $211.6K | 0.18% | −109−11.0% | Reduced |
| Forum Private Client Group LLC | 884 | $211.2K | 0.15% | +884 | New |
| Beaton Management Co. Inc. | 885 | $211.0K | 0.14% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 883 | $210.8K | 0.04% | +883 | New |
| Stockman Wealth Management, Inc. | 882 | $210.7K | 0.05% | +882 | New |
| Amplius Wealth Advisors, LLC | 880 | $210.2K | 0.03% | +880 | New |
| Garde Capital, Inc. | 880 | $210.0K | 0.03% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 881 | $210.0K | 0.14% | +881 | New |
| Avestar Capital, LLC | 874 | $209.9K | 0.05% | +874 | New |
| Farther Finance Advisors, LLC | 878 | $209.7K | 0.08% | +878 | New |
| Horizon Investment Services, LLC | 877 | $209.5K | 0.15% | +877 | New |
| SBB Research Group LLC | 876 | $209.2K | 0.30% | −72−7.6% | Reduced |
| Meredith Wealth Planning | 869 | $207.7K | 0.18% | +869 | New |
| Wealth Management Solutions, LLC | 866 | $207.0K | 0.11% | +866 | New |
| Teamwork Financial Advisors, LLC | 865 | $206.6K | 0.04% | +865 | New |
| OmniStar Financial Group, Inc. | 865 | $206.6K | 0.23% | +865 | New |
| Mark Stevens | 861 | $206.0K | 0.03% | +861 | New |
| Camden Capital, LLC | 861 | $205.7K | 0.03% | +861 | New |
| Reston Wealth Management LLC | 860 | $205.4K | 0.11% | +860 | New |
| Almanack Investment Partners, LLC. | 857 | $204.7K | 0.04% | −123−12.6% | Reduced |
| Bank of Nova Scotia Trust Co | 857 | $204.7K | 0.02% | +857 | New |
| McAdam, LLC | 828 | $204.0K | 0.02% | −383−31.6% | Reduced |
| M. Kulyk & Associates, LLC | 854 | $204.0K | 0.07% | +854 | New |
| Stonebridge Capital Advisors LLC | 852 | $203.5K | 0.02% | +112+15.1% | Added |
| Sharkey, Howes & Javer | 851 | $203.3K | 0.05% | +851 | New |
| Fairfield, Bush & Co. | 850 | $203.0K | 0.13% | −44−4.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 848 | $203.0K | 0.07% | +848 | New |
| AdvisorNet Financial, Inc | 848 | $202.6K | 0.02% | −1,743−67.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 848 | $202.6K | 0.23% | +848 | New |
| Armstrong Advisory Group, Inc | 848 | $202.6K | 0.03% | +848 | New |
| Berkeley, Inc | 845 | $201.8K | 0.15% | +845 | New |
| Keystone Wealth Services, LLC | 844 | $201.6K | 0.09% | +844 | New |
| Trellis Advisors, LLC | 840 | $200.6K | 0.11% | +840 | New |
| Hollencrest Capital Management | 798 | $190.6K | 0.02% | +798 | New |
| HighMark Wealth Management LLC | 792 | $189.2K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 786 | $187.7K | 0.03% | +66+9.2% | Added |
| Sittner & Nelson, LLC | 775 | $185.1K | 0.11% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 774 | $185.0K | 0.00% | −161−17.2% | Reduced |
| Colonial Trust Co | 748 | $178.7K | 0.05% | +748 | New |
| O'Brien Wealth Partners LLC | 727 | $173.7K | 0.07% | +727 | New |
| Versant Capital Management, Inc | 720 | $172.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 716 | $171.0K | 0.10% | +38+5.6% | Added |
| Leelyn Smith, LLC | 715 | $170.7K | 0.05% | −58−7.5% | Reduced |
| Rosenberg Matthew Hamilton | 707 | $168.9K | 0.06% | +7+1.0% | Added |
| Aua Capital Management, LLC | 692 | $165.3K | 0.11% | +64+10.2% | Added |
| Park Place Capital Corp | 686 | $164.0K | 0.05% | +686 | New |
| Madden Securities Corp | 675 | $161.2K | 0.09% | +675 | New |
| MinichMacGregor Wealth Management, LLC | 662 | $158.1K | 0.06% | +662 | New |
| Covestor Ltd | 653 | $156.0K | 0.13% | −164−20.1% | Reduced |
| Creative Capital Management Investments LLC | 653 | $156.0K | 0.14% | +653 | New |
| Phocas Financial Corp. | 650 | $155.3K | 0.02% | +650 | New |
| TCI Wealth Advisors, Inc. | 641 | $153.1K | 0.02% | +91+16.5% | Added |
| CVA Family Office, LLC | 640 | $152.9K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 638 | $152.4K | 0.08% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 630 | $151.4K | 0.13% | +630 | New |
| Fortis Capital Advisors, LLC | 627 | $149.8K | 0.09% | +627 | New |
| Gradient Investments LLC | 625 | $149.3K | 0.00% | +73+13.2% | Added |
| Hillsdale Investment Management Inc. | 616 | $147.1K | 0.01% | +210+51.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 610 | $145.6K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 581 | $138.8K | 0.04% | −125−17.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 579 | $138.3K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 576 | $137.6K | 0.08% | +16+2.9% | Added |
| Central Bank & Trust Co | 574 | $137.1K | 0.03% | +374+187.0% | Added |
| United Community Bank | 557 | $133.0K | 0.13% | +90+19.3% | Added |
| Fred Alger Management, LLC | 530 | $126.6K | 0.00% | +267+101.5% | Added |
| Tanglewood Legacy Advisors, LLC | 522 | $124.6K | 0.09% | +522 | New |
| Tradition Wealth Management, LLC | 512 | $122.0K | 0.02% | +8+1.6% | Added |
| Advanced Asset Management Advisors Inc | 510 | $121.8K | 0.03% | +510 | New |
| Accurate Wealth Management, LLC | 486 | $117.0K | 0.04% | +486 | New |
| North Star Investment Management Corp. | 487 | $116.3K | 0.01% | +17+3.6% | Added |
| Tyler-Stone Wealth Management | 486 | $116.0K | 0.08% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 467 | $114.1K | 0.03% | −6−1.3% | Reduced |
| Trust Co | 471 | $113.0K | 0.02% | −61−11.5% | Reduced |
| Virtus Investment Advisers, Inc. | 470 | $112.3K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 467 | $111.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 457 | $109.3K | 0.01% | +8+1.8% | Added |
| Old Second National Bank of Aurora | 450 | $107.5K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 425 | $101.5K | 0.14% | −125−22.7% | Reduced |
| Day & Ennis, LLC | 425 | $101.5K | 0.04% | +425 | New |
| McClarren Financial Advisors, Inc. | 426 | $101.0K | 0.10% | +2+0.5% | Added |
| Capital Analysts, LLC | 426 | $101.0K | 0.01% | +21+5.2% | Added |
| Zions Bancorporation, N.A. | 422 | $100.8K | 0.01% | +64+17.9% | Added |
| Canton Hathaway, LLC | 420 | $100.0K | 0.03% | 00.0% | Unchanged |
| Knuff & Co LLC | 413 | $98.6K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 409 | $97.7K | 0.02% | −33−7.5% | Reduced |
| Kelly Financial Services LLC | 403 | $96.4K | 0.05% | −44−9.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $96.0K | 0.03% | 00.0% | Unchanged |
