| BDO Wealth Advisors, LLC | 56 | $38.1K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 57 | $38.8K | 0.01% | +57 | New |
| GHP Investment Advisors, Inc. | 57 | $38.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $40.8K | 0.01% | −7−10.4% | Reduced |
| JCIC Asset Management Inc. | 61 | $41.5K | 0.02% | −6−9.0% | Reduced |
| Institutional & Family Asset Management, LLC | 61 | $41.5K | 0.01% | −4−6.2% | Reduced |
| Sageworth Trust Co | 61 | $41.5K | 0.00% | +61 | New |
| FinTrust Capital Advisors, LLC | 77 | $42.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 63 | $42.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 65 | $44.2K | 0.00% | +36+124.1% | Added |
| BerganKDV Wealth Management, LLC | 65 | $44.2K | 0.00% | −25−27.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 66 | $45.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $45.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $51.1K | 0.02% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 78 | $53.1K | 0.02% | +78 | New |
| Ritter Daniher Financial Advisory LLC | 80 | $54.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 81 | $54.8K | 0.01% | +81 | New |
| Column Capital Advisors, LLC | 81 | $55.1K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 83 | $56.5K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 86 | $58.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 88 | $60.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 91 | $61.9K | 0.01% | −14−13.3% | Reduced |
| Syverson Strege & Co | 93 | $63.3K | 0.03% | +93 | New |
| Thomas J. Herzfeld Advisors, Inc. | 96 | $65.3K | 0.03% | −34−26.2% | Reduced |
| Financial Connections Group, Inc. | 97 | $66.0K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 98 | $66.7K | 0.04% | −11−10.1% | Reduced |
| Baker Avenue Asset Management, LP | 99 | $67.1K | 0.00% | −2−2.0% | Reduced |
| TCI Wealth Advisors, Inc. | 104 | $70.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 105 | $71.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 120 | $81.7K | 0.02% | +1+0.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 123 | $84.0K | 0.00% | −212−63.3% | Reduced |
| Winch Advisory Services, LLC | 125 | $85.0K | 0.03% | +8+6.8% | Added |
| Laffer Tengler Investments | 126 | $85.8K | 0.02% | −2−1.6% | Reduced |
| Ancora Advisors, LLC | 128 | $87.1K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 171 | $99.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 157 | $106.9K | 0.05% | +25+18.9% | Added |
| Northwest Investment Counselors, LLC | 160 | $108.9K | 0.03% | +150+1,500.0% | Added |
| Duncker Streett & Co Inc | 161 | $109.6K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 162 | $110.5K | 0.01% | +98+153.1% | Added |
| CNB Bank | 166 | $113.0K | 0.07% | +49+41.9% | Added |
| Washington Trust Advisors, Inc. | 171 | $116.4K | 0.01% | −18−9.5% | Reduced |
| New Hampshire Trust | 180 | $122.5K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 181 | $123.2K | 0.01% | −2−1.1% | Reduced |
| Fortis Capital Advisors, LLC | 183 | $124.6K | 0.07% | −21−10.3% | Reduced |
| Carolinas Wealth Consulting LLC | 184 | $125.5K | 0.03% | +6+3.4% | Added |
| Clearstead Advisors, LLC | 193 | $131.5K | 0.01% | +103+114.4% | Added |
| Optimum Investment Advisors | 195 | $132.7K | 0.07% | +50+34.5% | Added |
| Financial Management Professionals, Inc. | 198 | $135.0K | 0.03% | +98+98.0% | Added |
| Crewe Advisors LLC | 202 | $137.5K | 0.02% | −107−34.6% | Reduced |
| Parkside Financial Bank & Trust | 208 | $141.6K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 210 | $142.9K | 0.04% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 213 | $145.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 737 | $149.2K | 0.01% | −1,173−61.4% | Reduced |
| Hexagon Capital Partners LLC | 220 | $149.8K | 0.04% | −29−11.6% | Reduced |
| SRS Capital Advisors, Inc. | 221 | $150.4K | 0.02% | +15+7.3% | Added |
| Mendota Financial Group, LLC | 226 | $151.0K | 0.15% | −35−13.4% | Reduced |
| First Horizon Advisors, Inc. | 230 | $156.6K | 0.01% | −27−10.5% | Reduced |
| Benjamin Edwards Inc | 231 | $157.0K | 0.04% | +19+9.0% | Added |
| Glassman Wealth Services | 235 | $160.0K | 0.03% | −25−9.6% | Reduced |
| JJJ Advisors Inc. | 241 | $160.6K | 0.05% | +25+11.6% | Added |
| Sunbelt Securities, Inc. | 243 | $164.3K | 0.03% | +243 | New |
| Oliver Lagore Vanvalin Investment Group | 243 | $165.4K | 0.07% | +100+69.9% | Added |
| Atlas Capital Advisors LLC | 263 | $179.0K | 0.03% | +94+55.6% | Added |
| Rosenberg Matthew Hamilton | 269 | $183.1K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 279 | $189.9K | 0.01% | +24+9.4% | Added |
| Chilton Capital Management LLC | 284 | $193.3K | 0.01% | +284 | New |
| Austin Private Wealth, LLC | 294 | $200.1K | 0.03% | +294 | New |
| Rappaport Reiches Capital Management, LLC | 295 | $200.8K | 0.09% | +295 | New |
| Edge Capital Group, LLC | 296 | $201.5K | 0.01% | −31−9.5% | Reduced |
| Stanley-Laman Group, Ltd. | 296 | $201.5K | 0.04% | +296 | New |
| Reuter James Wealth Management, LLC | 296 | $201.5K | 0.14% | +296 | New |
| JGP Wealth Management, LLC | 297 | $202.2K | 0.04% | +297 | New |
| Private Trust Co NA | 299 | $203.5K | 0.03% | +21+7.6% | Added |
| Gateway Investment Advisers LLC | 300 | $204.2K | 0.00% | +300 | New |
| Chicago Trust Co NA | 300 | $204.2K | 0.05% | +300 | New |
| Atlas Brown,Inc. | 301 | $204.9K | 0.09% | +301 | New |
| Simon Quick Advisors, LLC | 303 | $206.2K | 0.02% | +303 | New |
| Anchor Investment Management, LLC | 305 | $207.6K | 0.03% | +4+1.3% | Added |
| FWL Investment Management, LLC | 305 | $207.6K | 0.15% | +20+7.0% | Added |
| Forte Capital LLC | 306 | $208.3K | 0.03% | +306 | New |
| Fulton Bank, N.A. | 308 | $209.7K | 0.01% | −62−16.8% | Reduced |
| Arkadios Wealth Advisors | 308 | $209.7K | 0.02% | +308 | New |
| Ameritas Advisory Services, LLC | 330 | $212.8K | 0.01% | −248−42.9% | Reduced |
| Huntington National Bank | 313 | $213.1K | 0.00% | +74+31.0% | Added |
| Allworth Financial LP | 315 | $214.1K | 0.00% | −1,001−76.1% | Reduced |
| Barden Capital Management, Inc. | 316 | $215.1K | 0.21% | +316 | New |
| KCM Investment Advisors LLC | 317 | $215.8K | 0.01% | +317 | New |
| M Holdings Securities, Inc. | 318 | $216.0K | 0.02% | +318 | New |
| One Capital Management, LLC | 318 | $216.5K | 0.01% | +318 | New |
| Sustainable Insight Capital Management, LLC | 318 | $216.5K | 0.22% | +318 | New |
| FMB Wealth Management | 319 | $217.1K | 0.26% | +319 | New |
| RFG Advisory, LLC | 319 | $217.4K | 0.01% | +319 | New |
| AlphaCore Capital LLC | 320 | $217.8K | 0.06% | +320 | New |
| Breakwater Capital Group | 324 | $220.6K | 0.09% | +324 | New |
| DMG Group, LLC | 328 | $221.1K | 0.22% | +328 | New |
| Fidelis Capital Partners, LLC | 343 | $223.1K | 0.09% | +343 | New |
| Texas Yale Capital Corp. | 328 | $223.3K | 0.01% | +328 | New |
| M. Kulyk & Associates, LLC | 328 | $223.3K | 0.07% | +328 | New |
| Soltis Investment Advisors LLC | 328 | $223.3K | 0.03% | +328 | New |
| Henshaw Capital LLC | 329 | $224.0K | 0.01% | +329 | New |
