| Putney Financial Group LLC | 200 | $34.5K | 0.03% | +200 | New |
| Trust Co | 210 | $36.2K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 210 | $36.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 214 | $36.9K | 0.01% | −46−17.7% | Reduced |
| Ogorek Anthony Joseph | 215 | $37.0K | 0.01% | +215 | New |
| CarsonAllaria Wealth Management, Ltd. | 222 | $38.4K | 0.02% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 225 | $38.8K | 0.02% | +225 | New |
| Acadian Asset Management LLC | 227 | $39.0K | 0.00% | −243−51.7% | Reduced |
| Advantage Trust Co | 230 | $39.7K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 237 | $40.9K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 251 | $43.3K | 0.02% | −4−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 253 | $43.7K | 0.01% | +40+18.8% | Added |
| Oarsman Capital, Inc. | 258 | $44.5K | 0.01% | +61+31.0% | Added |
| Chesapeake Asset Management LLC | 260 | $44.8K | 0.04% | −39−13.0% | Reduced |
| TSFG, LLC | 269 | $46.0K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 271 | $46.0K | 0.02% | +271 | New |
| Evelyn Partners Investment Management Services Ltd | 278 | $47.9K | 0.01% | +278 | New |
| ORG Partners LLC | 279 | $48.2K | 0.01% | +195+232.1% | Added |
| Webster Bank, N. A. | 282 | $48.6K | 0.01% | +94+50.0% | Added |
| Stonebridge Financial Group, LLC | 289 | $49.8K | 0.01% | +289 | New |
| Transce3nd, LLC | 305 | $52.6K | 0.02% | +305 | New |
| DHJJ Financial Advisors, Ltd. | 312 | $53.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 315 | $54.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 332 | $57.0K | 0.00% | +46+16.1% | Added |
| Nemes Rush Group LLC | 334 | $57.5K | 0.01% | +111+49.8% | Added |
| GW&K Investment Management, LLC | 342 | $59.0K | 0.00% | +1+0.3% | Added |
| AllSquare Wealth Management LLC | 346 | $59.7K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 350 | $60.3K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 352 | $60.7K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 355 | $61.2K | 0.05% | +355 | New |
| Catalyst Capital Advisors LLC | 363 | $62.6K | 0.00% | −81−18.2% | Reduced |
| Addison Advisors LLC | 365 | $62.9K | 0.02% | +2+0.6% | Added |
| Ruedi Wealth Management, Inc. | 375 | $64.7K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 376 | $65.0K | 0.03% | +100+36.2% | Added |
| BOK Financial Private Wealth, Inc. | 377 | $65.0K | 0.00% | +15+4.1% | Added |
| Riverview Trust Co | 379 | $65.3K | 0.06% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 380 | $65.6K | 0.03% | −80−17.4% | Reduced |
| Kestra Investment Management, LLC | 385 | $66.3K | 0.00% | +385 | New |
| Pinnacle Bancorp, Inc. | 400 | $69.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 410 | $70.0K | 0.06% | −737−64.3% | Reduced |
| Millstone Evans Group, LLC | 417 | $71.9K | 0.05% | +417 | New |
| Oliver Lagore Vanvalin Investment Group | 420 | $72.4K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 426 | $73.3K | 0.01% | +161+60.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 432 | $74.5K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 451 | $77.8K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 462 | $79.7K | 0.02% | −7−1.5% | Reduced |
| Wolff Wiese Magana LLC | 464 | $80.0K | 0.05% | −57−10.9% | Reduced |
| PFS Partners, LLC | 468 | $80.8K | 0.04% | +1+0.2% | Added |
| Rosenberg Matthew Hamilton | 469 | $80.9K | 0.02% | +85+22.1% | Added |
| BFSG, LLC | 476 | $82.1K | 0.01% | −100−17.4% | Reduced |
| Hartford Financial Management Inc. | 479 | $82.7K | 0.02% | −46−8.8% | Reduced |
| High Note Wealth, LLC | 480 | $82.8K | 0.02% | +480 | New |
| Transcendent Capital Group LLC | 500 | $86.2K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 500 | $86.2K | 0.04% | +500 | New |
| iA Global Asset Management Inc. | 513 | $88.0K | 0.00% | +513 | New |
| Beaird Harris Wealth Management, LLC | 531 | $91.6K | 0.01% | +228+75.2% | Added |
| WR Wealth Planners, LLC | 541 | $93.3K | 0.03% | −58−9.7% | Reduced |
| Tower View Investment Management & Research LLC | 548 | $94.5K | 0.05% | +8+1.5% | Added |
| Financial Perspectives, Inc | 560 | $96.6K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 584 | $100.8K | 0.03% | −495−45.9% | Reduced |
| Stelac Advisory Services LLC | 592 | $102.1K | 0.04% | +592 | New |
| Centerpoint Advisors, LLC | 600 | $103.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 624 | $107.6K | 0.01% | +1+0.2% | Added |
| SJS Investment Consulting Inc. | 632 | $109.0K | 0.02% | +22+3.6% | Added |
| Avalon Trust Co | 633 | $109.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 635 | $109.5K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 648 | $111.7K | 0.10% | +648 | New |
| Atlantic Trust, LLC | 653 | $112.6K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 669 | $115.1K | 0.03% | −700−51.1% | Reduced |
| Hemington Wealth Management | 679 | $117.0K | 0.03% | +98+16.9% | Added |
| Strategic Investment Solutions, Inc. | 688 | $118.1K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 689 | $118.8K | 0.10% | +20+3.0% | Added |
| Tanglewood Legacy Advisors, LLC | 690 | $118.9K | 0.05% | +4+0.6% | Added |
| MCF Advisors LLC | 699 | $120.5K | 0.01% | −504−41.9% | Reduced |
| Wolverine Asset Management LLC | 700 | $120.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 700 | $120.7K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 704 | $121.4K | 0.01% | +704 | New |
| City Holding Co | 712 | $122.8K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 722 | $124.5K | 0.02% | +4+0.6% | Added |
| Washington Trust Advisors, Inc. | 739 | $127.4K | 0.01% | −468−38.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 740 | $127.6K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 745 | $128.0K | 0.10% | −404−35.2% | Reduced |
| Crews Bank & Trust | 749 | $129.1K | 0.02% | +749 | New |
| Atlantic Private Wealth, LLC | 750 | $129.3K | 0.10% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 750 | $129.3K | 0.08% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 759 | $131.3K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 764 | $131.7K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 766 | $132.1K | 0.03% | +590+335.2% | Added |
| Center for Financial Planning, Inc. | 770 | $132.8K | 0.02% | +120+18.5% | Added |
| Bruce G. Allen Investments, LLC | 771 | $132.9K | 0.11% | +38+5.2% | Added |
| Laurel Wealth Advisors LLC | 775 | $133.6K | 0.02% | +500+181.8% | Added |
| Centennial Bank | 780 | $134.5K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 800 | $137.9K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 808 | $139.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 817 | $140.9K | 0.02% | −2−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 828 | $142.8K | 0.01% | +324+64.3% | Added |
| Cape Investment Advisory, Inc. | 866 | $149.4K | 0.06% | +811+1,474.5% | Added |
| Davis Capital Management | 879 | $151.5K | 0.12% | +2+0.2% | Added |
| UMA Financial Services, Inc. | 882 | $152.1K | 0.03% | +882 | New |
| Global Trust Asset Management, LLC | 900 | $155.2K | 0.06% | 00.0% | Unchanged |