| Delta Asset Management LLC | 616 | $124.0K | 0.01% | +25+4.2% | Added |
| Princeton Global Asset Management LLC | 595 | $120.0K | 0.03% | −30−4.8% | Reduced |
| Zions Bancorporation, N.A. | 592 | $119.0K | 0.01% | +50+9.2% | Added |
| Sierra Capital LLC | 585 | $118.0K | 0.02% | +40+7.3% | Added |
| Column Capital Advisors, LLC | 577 | $116.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 565 | $113.7K | 0.11% | +565 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 559 | $113.0K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 541 | $109.0K | 0.07% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 528 | $106.0K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 520 | $105.0K | 0.04% | −100−16.1% | Reduced |
| State of Wyoming | 517 | $104.0K | 0.05% | −43−7.7% | Reduced |
| Annapolis Financial Services, LLC | 515 | $104.0K | 0.03% | +15+3.0% | Added |
| Key Financial Inc | 516 | $104.0K | 0.05% | +217+72.6% | Added |
| Capital Advisors, Ltd. LLC | 512 | $103.0K | 0.02% | +40+8.5% | Added |
| FSB Premier Wealth Management, Inc. | 515 | $103.0K | 0.04% | +515 | New |
| Scissortail Wealth Management, LLC | 505 | $102.0K | 0.04% | +505 | New |
| Pinnacle Bancorp, Inc. | 502 | $101.0K | 0.04% | −200−28.5% | Reduced |
| TAP Consulting, LLC | 501 | $101.0K | 0.02% | +501 | New |
| Dougherty Wealth Advisers LLC | 499 | $100.0K | 0.14% | 00.0% | Unchanged |
| FAI Wealth Management | 480 | $96.0K | 0.08% | +480 | New |
| Baron Financial Group, LLC | 470 | $94.6K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 463 | $93.3K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 476 | $93.0K | 0.04% | −50−9.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 454 | $91.0K | 0.00% | −229−33.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 451 | $91.0K | 0.03% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 454 | $91.0K | 0.09% | +454 | New |
| James Reed Financial Services, Inc. | 455 | $91.0K | 0.09% | +455 | New |
| Institutional & Family Asset Management, LLC | 430 | $87.0K | 0.01% | −85−16.5% | Reduced |
| Atticus Wealth Management, LLC | 431 | $87.0K | 0.03% | −16−3.6% | Reduced |
| Sound Income Strategies, LLC | 417 | $84.0K | 0.01% | +89+27.1% | Added |
| Stonebridge Financial Planning Group, LLC | 435 | $83.0K | 0.04% | −74−14.5% | Reduced |
| Curi Capital | 417 | $83.0K | 0.01% | +417 | New |
| Wealthstreet Investment Advisors, LLC | 400 | $81.0K | 2.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 403 | $81.0K | 0.03% | +403 | New |
| WFA Asset Management Corp | 402 | $80.9K | 0.05% | +402 | New |
| Operose Advisors LLC | 395 | $80.0K | 0.07% | +395 | New |
| Caas Capital Management LP | 377 | $76.0K | 0.01% | +377 | New |
| Pacific Center for Financial Services | 351 | $71.0K | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 347 | $70.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 348 | $70.0K | 0.01% | −209−37.5% | Reduced |
| Bray Capital Advisors | 346 | $70.0K | 0.02% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 350 | $70.0K | 0.04% | +350 | New |
| Tilia Fiduciary Partners, Inc. | 343 | $69.0K | 0.06% | +343 | New |
| Laurel Wealth Advisors LLC | 339 | $68.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 332 | $67.0K | 0.01% | −70−17.4% | Reduced |
| NewSquare Capital LLC | 335 | $67.0K | 0.01% | 00.0% | Unchanged |
| SBK Financial, Inc. | 325 | $65.0K | 0.05% | +325 | New |
| Mizuho Securities Co. Ltd. | 312 | $63.0K | 0.02% | −5,110−94.2% | Reduced |
| Front Row Advisors LLC | 311 | $63.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 309 | $62.0K | 0.04% | −196−38.8% | Reduced |
| Cranbrook Wealth Management, LLC | 306 | $62.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 301 | $61.0K | 0.01% | −250−45.4% | Reduced |
| Canton Hathaway, LLC | 305 | $61.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 302 | $61.0K | 0.08% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 302 | $61.0K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 304 | $61.0K | 0.01% | +98+47.6% | Added |
| Trustcore Financial Services, LLC | 299 | $60.0K | 0.01% | −558−65.1% | Reduced |
| Rock Creek Group, LP | 299 | $60.0K | 0.01% | +54+22.0% | Added |
| Bivin & Associates, Inc. | 297 | $60.0K | 0.05% | +297 | New |
| Financial Perspectives, Inc | 283 | $57.1K | 0.03% | −231−44.9% | Reduced |
| Carolinas Wealth Consulting LLC | 281 | $57.0K | 0.01% | −55−16.4% | Reduced |
| Iron Horse Wealth Management, LLC | 281 | $57.0K | 0.03% | +12+4.5% | Added |
| Wolff Wiese Magana LLC | 280 | $56.0K | 0.04% | −137−32.9% | Reduced |
| Harvest Fund Management Co., Ltd | 277 | $56.0K | 0.01% | +183+194.7% | Added |
| EverSource Wealth Advisors, LLC | 274 | $56.0K | 0.02% | +274 | New |
| Endurance Wealth Management, Inc. | 273 | $55.0K | 0.01% | −250−47.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 269 | $54.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 264 | $53.0K | 0.04% | +264 | New |
| Stephenson National Bank & Trust | 256 | $52.0K | 0.03% | +31+13.8% | Added |
| Assetmark, Inc | 256 | $52.0K | 0.00% | +50+24.3% | Added |
| Banco de Sabadell, S.A | 250 | $51.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 250 | $51.0K | 0.00% | +250 | New |
| Tucker Asset Management LLC | 247 | $50.1K | 0.02% | +20+8.8% | Added |
| Vigilant Capital Management, LLC | 250 | $50.0K | 0.00% | −43−14.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 250 | $50.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 250 | $50.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 250 | $50.0K | 0.01% | +50+25.0% | Added |
| First Personal Financial Services | 234 | $47.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 230 | $46.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 229 | $46.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 214 | $43.0K | 0.01% | +77+56.2% | Added |
| Investors Research Corp | 208 | $42.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 200 | $40.0K | 0.01% | −71−26.2% | Reduced |
| Marquette Asset Management, LLC | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $40.0K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 198 | $40.0K | 0.01% | +96+94.1% | Added |
| Delos Wealth Advisors, LLC | 197 | $40.0K | 0.04% | +194+6,466.7% | Added |
| West Paces Advisors Inc. | 195 | $39.3K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 195 | $39.0K | 0.04% | +195 | New |
| Alaethes Wealth LLC | 180 | $36.0K | 0.02% | −65−26.5% | Reduced |
| Professional Financial Advisors, LLC | 181 | $36.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 180 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $35.0K | 0.01% | +10+6.1% | Added |
| Global Trust Asset Management, LLC | 168 | $34.0K | 0.01% | +157+1,427.3% | Added |
| Credential Qtrade Securities Inc. | 167 | $33.6K | 0.00% | +7+4.4% | Added |
| Lenox Wealth Advisors, LLC | 162 | $33.0K | 0.00% | +42+35.0% | Added |
| Wagner Wealth Management, LLC | 151 | $30.0K | 0.02% | −227−60.1% | Reduced |
| Cordasco Financial Network | 150 | $30.0K | 0.02% | −81−35.1% | Reduced |