| Stephenson National Bank & Trust | 603 | $86.0K | 0.06% | +31+5.4% | Added |
| Cedar Mountain Advisors, LLC | 607 | $86.0K | 0.03% | +401+194.7% | Added |
| Brendel Financial Advisors LLC | 600 | $85.0K | 0.05% | −1,559−72.2% | Reduced |
| Farmers & Merchants Investments Inc | 600 | $85.0K | 0.00% | −480−44.4% | Reduced |
| Laurel Wealth Advisors LLC | 600 | $85.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 594 | $85.0K | 0.01% | +158+36.2% | Added |
| First Horizon Corp | 592 | $84.0K | 0.01% | +4+0.7% | Added |
| First Quadrant L P | 581 | $83.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 582 | $83.0K | 0.06% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $81.0K | 0.09% | – | – |
| Clear Investment Research, LLC | 555 | $79.0K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 555 | $79.0K | 0.00% | +100+22.0% | Added |
| First Financial Corp | 550 | $78.0K | 0.05% | 00.0% | Unchanged |
| Norway Savings Bank | 533 | $76.0K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 535 | $76.0K | 0.05% | +15+2.9% | Added |
| Filbrandt Wealth Management, LLC | 524 | $75.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 515 | $73.0K | 0.02% | +423+459.8% | Added |
| Aspire Private Capital, LLC | 506 | $72.0K | 0.02% | −86−14.5% | Reduced |
| Pacifica Partners Inc. | 521 | $71.0K | 0.05% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 500 | $71.0K | 0.04% | +500 | New |
| Sterling Investment Advisors, Ltd. | 490 | $70.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 470 | $66.9K | 0.02% | +125+36.2% | Added |
| Sound Income Strategies, LLC | 463 | $66.0K | 0.01% | +363+363.0% | Added |
| Piscataqua Savings Bank | 453 | $65.0K | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 450 | $64.0K | 0.02% | +450 | New |
| Addison Advisors LLC | 438 | $62.0K | 0.05% | +438 | New |
| TD Ameritrade Investment Management, LLC | 418 | $60.0K | 0.00% | +398+1,990.0% | Added |
| Wealth Quarterback LLC | 419 | $60.0K | 0.04% | +419 | New |
| Baystate Wealth Management LLC | 413 | $59.0K | 0.01% | +100+31.9% | Added |
| Kistler-Tiffany Companies, LLC | 410 | $58.0K | 0.01% | −227−35.6% | Reduced |
| Retirement Group, LLC | 400 | $57.0K | 0.03% | −397−49.8% | Reduced |
| AlphaMark Advisors, LLC | 400 | $57.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 400 | $56.0K | 0.02% | +400 | New |
| Liberty Wealth Management LLC | 385 | $55.0K | 0.02% | +246+177.0% | Added |
| Ten Capital Wealth Advisors, LLC | 364 | $52.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 365 | $52.0K | 0.02% | −69−15.9% | Reduced |
| IAG Wealth Partners, LLC | 355 | $51.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 352 | $50.0K | 0.01% | −776−68.8% | Reduced |
| Evolution Wealth Advisors, LLC | 351 | $50.0K | 0.01% | −32−8.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 348 | $49.6K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 345 | $49.0K | 0.01% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 368 | $49.0K | 0.00% | +368 | New |
| Trustcore Financial Services, LLC | 334 | $48.0K | 0.01% | +334 | New |
| tru Independence LLC | 331 | $47.0K | 0.01% | +331 | New |
| Clean Yield Group | 326 | $46.0K | 0.02% | +326 | New |
| Resolute Partners Group | 311 | $44.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 302 | $43.0K | 0.03% | −599−66.5% | Reduced |
| Sargent Bickham Lagudis LLC | 305 | $43.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 300 | $43.0K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $43.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 303 | $43.0K | 0.01% | +83+37.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $43.0K | 0.02% | +200+200.0% | Added |
| Timber Creek Capital Management LLC | 300 | $42.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 298 | $42.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 293 | $42.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 290 | $41.0K | 0.00% | +120+70.6% | Added |
| Cedar Wealth Management, LLC | 283 | $40.0K | 0.02% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 270 | $38.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 260 | $37.0K | 0.01% | +21+8.8% | Added |
| Capital Advisors, Ltd. LLC | 251 | $36.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 255 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 252 | $36.0K | 0.02% | +1+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 250 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 250 | $36.0K | 0.03% | +250 | New |
| Salem Investment Counselors Inc | 229 | $33.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 229 | $33.0K | 0.01% | +95+70.9% | Added |
| Gleason Group, Inc. | 229 | $33.0K | 0.01% | +127+124.5% | Added |
| Itau Unibanco Holding S.A. | 226 | $32.0K | 0.00% | −29,774−99.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 215 | $31.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 209 | $30.0K | 0.02% | −10−4.6% | Reduced |
| Gables Capital Management Inc. | 203 | $29.0K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 206 | $29.0K | 0.02% | +206 | New |
| Rosenberg Matthew Hamilton | 198 | $28.0K | 0.01% | −104−34.4% | Reduced |
| AllSquare Wealth Management LLC | 199 | $28.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 198 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $28.0K | 0.00% | +200 | New |
| Tfo-TDC, LLC | 200 | $28.0K | 0.01% | +200 | New |
| Elmwood Wealth Management, Inc. | 200 | $28.0K | 0.01% | +200 | New |
| Castleview Partners, LLC | 200 | $28.0K | 0.01% | +200 | New |
| Stonebridge Financial Planning Group, LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 190 | $27.0K | 0.00% | +190 | New |
| Pinnacle Wealth Advisors | 190 | $27.0K | 0.00% | +190 | New |
| Benjamin Edwards Inc | 176 | $25.0K | 0.02% | −4,528−96.3% | Reduced |
| Modus Advisors, LLC | 177 | $25.0K | 0.01% | +177 | New |
| Gilder Gagnon Howe & Co LLC | 168 | $24.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 160 | $23.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 159 | $23.0K | 0.00% | +159 | New |
| Atlantic Trust, LLC | 164 | $23.0K | 0.02% | +164 | New |
| Credential Qtrade Securities Inc. | 160 | $22.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 157 | $22.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 146 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 150 | $21.0K | 0.02% | +150 | New |
| MV Capital Management, Inc. | 134 | $19.0K | 0.00% | +112+509.1% | Added |
| Bray Capital Advisors | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 126 | $18.0K | 0.01% | +19+17.8% | Added |
| TSFG, LLC | 109 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 112 | $16.0K | 0.01% | +112 | New |
| Trust Co | 105 | $15.0K | 0.01% | −2,649−96.2% | Reduced |