| Confluence Wealth Services, Inc. | 130 | $39.0K | 0.01% | +130 | New |
| KRS Capital Management, LLC | 130 | $39.0K | 0.03% | +130 | New |
| Financial Perspectives, Inc | 137 | $41.2K | 0.02% | +1+0.7% | Added |
| Jones Financial Companies LLLP | 138 | $42.0K | 0.00% | +72+109.1% | Added |
| Zullo Investment Group, Inc. | 140 | $42.0K | 0.02% | +140 | New |
| Tarbox Family Office, Inc. | 141 | $43.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 145 | $44.0K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 145 | $44.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 146 | $44.0K | 0.01% | +13+9.8% | Added |
| Arlington Partners LLC | 147 | $44.0K | 0.01% | +147 | New |
| Tortoise Investment Management, LLC | 150 | $45.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 150 | $45.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $45.0K | 0.02% | +150 | New |
| West Branch Capital LLC | 153 | $46.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $46.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 153 | $46.0K | 0.01% | +100+188.7% | Added |
| CVA Family Office, LLC | 155 | $47.0K | 0.01% | +155 | New |
| Morton Brown Family Wealth, LLC | 159 | $48.0K | 0.04% | +159 | New |
| West Paces Advisors Inc. | 161 | $48.6K | 0.02% | +10+6.6% | Added |
| Covestor Ltd | 161 | $49.0K | 0.07% | +161 | New |
| Lowe Wealth Advisors, LLC | 167 | $50.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 180 | $54.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 178 | $54.0K | 0.01% | +9+5.3% | Added |
| Koshinski Asset Management, Inc. | 180 | $54.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 181 | $55.0K | 0.00% | +162+852.6% | Added |
| Castleview Partners, LLC | 16,892 | $56.0K | 0.00% | +16,892 | New |
| Kelly Financial Services LLC | 189 | $57.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 191 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 200 | $60.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $60.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 200 | $60.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 203 | $62.0K | 0.04% | −21−9.4% | Reduced |
| Motco | 205 | $62.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 209 | $63.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 216 | $65.0K | 0.00% | +13+6.4% | Added |
| Bogart Wealth, LLC | 220 | $66.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 220 | $66.0K | 0.03% | +220 | New |
| Proequities, Inc. | 223 | $67.0K | 0.00% | +17+8.3% | Added |
| Industrial Alliance Investment Management Inc. | 224 | $68.0K | 0.00% | +224 | New |
| United Community Bank | 234 | $70.6K | 0.07% | +234 | New |
| Tilia Fiduciary Partners, Inc. | 241 | $73.0K | 0.06% | +241 | New |
| Pinnacle Bancorp, Inc. | 245 | $74.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $75.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $78.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 261 | $79.0K | 0.02% | +1+0.4% | Added |
| McIlrath & Eck, LLC | 261 | $79.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 265 | $80.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 270 | $81.0K | 0.02% | −12−4.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 270 | $81.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 269 | $81.0K | 0.01% | +17+6.7% | Added |
| Lenox Wealth Advisors, LLC | 276 | $83.0K | 0.01% | +4+1.5% | Added |
| Clean Yield Group | 291 | $88.0K | 0.03% | +25+9.4% | Added |
| Kozak & Associates, Inc. | 327 | $89.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 303 | $91.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 301 | $91.0K | 0.00% | +101+50.5% | Added |
| Amplius Wealth Advisors, LLC | 323 | $97.0K | 0.01% | +323 | New |
| Hudock, Inc. | 327 | $98.0K | 0.03% | +207+172.5% | Added |
| CoreFirst Bank & Trust | 332 | $100.0K | 0.06% | −5−1.5% | Reduced |
| Resources Management Corp | 330 | $100.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 331 | $100.0K | 0.01% | +87+35.7% | Added |
| Parallax Volatility Advisers, L.P. | 341 | $103.0K | 0.00% | −148−30.3% | Reduced |
| Webster Bank, N. A. | 359 | $108.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 365 | $110.0K | 0.03% | +45+14.1% | Added |
| Desjardins Global Asset Management Inc. | 368 | $111.0K | 0.01% | +368 | New |
| TCI Wealth Advisors, Inc. | 378 | $114.0K | 0.02% | −40−9.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 390 | $118.0K | 0.01% | −1−0.3% | Reduced |
| NEXT Financial Group, Inc | 392 | $118.0K | 0.01% | +186+90.3% | Added |
| American Portfolios Advisors | 398 | $120.2K | 0.00% | +63+18.8% | Added |
| BerganKDV Wealth Management, LLC | 410 | $124.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 411 | $124.0K | 0.06% | +411 | New |
| HHM Wealth Advisors, LLC | 418 | $126.0K | 0.03% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 418 | $126.0K | 0.14% | +418 | New |
| Cornerstone Advisory, LLC | 430 | $130.0K | 0.02% | +430 | New |
| Hexagon Capital Partners LLC | 441 | $133.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 450 | $135.7K | 0.02% | +15+3.4% | Added |
| State of Wyoming | 452 | $136.0K | 0.06% | +123+37.4% | Added |
| DuPont Capital Management Corp | 455 | $137.0K | 0.00% | −13,011−96.6% | Reduced |
| Private Capital Group, LLC | 498 | $150.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 500 | $151.0K | 0.09% | −800−61.5% | Reduced |
| Zions Bancorporation, N.A. | 508 | $153.0K | 0.01% | +5+1.0% | Added |
| Penserra Capital Management LLC | 508 | $153.0K | 0.00% | +89+21.2% | Added |
| Thompson Siegel & Walmsley LLC | 542 | $163.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $182.0K | 0.25% | 00.0% | Unchanged |
| Covington Capital Management | 621 | $187.0K | 0.01% | +120+24.0% | Added |
| IFP Advisors, Inc | 633 | $191.0K | 0.00% | +3+0.5% | Added |
| Whalerock Point Partners, LLC | 669 | $201.8K | 0.07% | +669 | New |
| Aua Capital Management, LLC | 670 | $202.0K | 0.12% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 673 | $203.0K | 0.39% | −1,238−64.8% | Reduced |
| Focused Wealth Management, Inc | 675 | $204.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 676 | $204.0K | 0.00% | +676 | New |
| Sheaff Brock Investment Advisors, LLC | 675 | $204.0K | 0.02% | +675 | New |
| Valeo Financial Advisors, LLC | 677 | $204.0K | 0.01% | +677 | New |
| Sierra Capital LLC | 684 | $206.0K | 0.03% | +44+6.9% | Added |
| Smith, Moore & Co. | 684 | $206.0K | 0.03% | +684 | New |
| Cornerstone Wealth Management, LLC | 681 | $206.0K | 0.02% | +681 | New |
| Flagship Harbor Advisors, LLC | 688 | $208.0K | 0.02% | −333−32.6% | Reduced |
| First National Trust Co | 691 | $208.0K | 0.01% | +691 | New |
| Virtue Capital Management, LLC | 691 | $208.0K | 0.03% | +691 | New |
| Argus Investors' Counsel, Inc. | 694 | $209.0K | 0.13% | +694 | New |
| Peapack Gladstone Financial Corp | 693 | $209.0K | 0.00% | +693 | New |
