| Bristlecone Advisors, LLC | 1,019 | $211.0K | 0.03% | −125−10.9% | Reduced |
| Mengis Capital Management, Inc. | 1,022 | $211.0K | 0.04% | +1,022 | New |
| Salem Capital Management Inc | 1,016 | $210.0K | 0.11% | +1,016 | New |
| Ascent Group, LLC | 979 | $210.0K | 0.03% | +979 | New |
| NFP Retirement, Inc. | 1,012 | $209.3K | 0.07% | +1,012 | New |
| Ifrah Financial Services, Inc. | 1,010 | $209.0K | 0.06% | +1,010 | New |
| Hengehold Capital Management LLC | 1,010 | $209.0K | 0.03% | +1,010 | New |
| Schrum Private Wealth Management LLC | 1,010 | $209.0K | 0.19% | +1,010 | New |
| S&T Bank | 1,007 | $208.0K | 0.03% | +1,007 | New |
| American Institute for Advanced Investment Management, LLP | 1,005 | $208.0K | 0.14% | +1,005 | New |
| Sandy Cove Advisors, LLC | 1,005 | $208.0K | 0.18% | +1,005 | New |
| Payden & Rygel | 1,000 | $207.0K | 0.01% | −103,130−99.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,002 | $207.0K | 0.02% | −209−17.3% | Reduced |
| NTV Asset Management LLC | 1,003 | $207.0K | 0.03% | −200−16.6% | Reduced |
| S.A. Mason LLC | 1,000 | $207.0K | 0.12% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,002 | $207.0K | 0.04% | +2+0.2% | Added |
| Shufro Rose & Co LLC | 1,000 | $207.0K | 0.01% | +1,000 | New |
| Cubic Asset Management, LLC | 1,000 | $207.0K | 0.05% | +1,000 | New |
| Somerset Group LLC | 1,000 | $207.0K | 0.14% | +1,000 | New |
| Concorde Asset Management, LLC | 1,000 | $207.0K | 0.13% | +1,000 | New |
| Options Solutions, LLC | 1,000 | $207.0K | 0.19% | +1,000 | New |
| Magnolia Capital Management Ltd | 1,000 | $207.0K | 0.16% | +1,000 | New |
| Miller Wealth Advisors, LLC | 1,000 | $207.0K | 0.14% | +1,000 | New |
| Redmont Wealth Advisors LLC | 1,000 | $207.0K | 0.23% | +1,000 | New |
| Azzad Asset Management Inc | 1,000 | $206.7K | 0.03% | +1,000 | New |
| Excalibur Management Corp | 997 | $206.0K | 0.08% | +997 | New |
| Hall Capital Management Co Inc | 993 | $205.0K | 0.12% | +993 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 991 | $205.0K | 0.09% | +991 | New |
| Retirement Planning Group | 992 | $205.0K | 0.02% | +992 | New |
| Geneva Partners, LLC | 994 | $205.0K | 0.10% | +994 | New |
| Legacy Wealth Planning, LLC | 989 | $205.0K | 0.23% | +989 | New |
| Meitav Dash Investments Ltd | 983 | $203.0K | 0.00% | +983 | New |
| Financial Perspectives, Inc | 980 | $202.6K | 0.10% | 00.0% | Unchanged |
| Norway Savings Bank | 977 | $202.0K | 0.09% | −50−4.9% | Reduced |
| Arlington Financial Advisors, LLC | 975 | $202.0K | 0.07% | +975 | New |
| Tower Wealth Partners, Inc. | 975 | $202.0K | 0.20% | +975 | New |
| Householder Group Estate & Retirement Specialist, LLC | 976 | $202.0K | 0.08% | +976 | New |
| Legacy Financial Advisors, Inc. | 974 | $201.0K | 0.05% | +974 | New |
| Drive Wealth Management, LLC | 972 | $201.0K | 0.18% | +972 | New |
| Petrus Trust Company, LTA | 968 | $200.0K | 0.02% | +968 | New |
| Quent Capital, LLC | 961 | $199.0K | 0.04% | +961 | New |
| Sargent Bickham Lagudis LLC | 957 | $198.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 956 | $198.0K | 0.16% | +956 | New |
| Van Eck Associates Corp | 944 | $195.0K | 0.00% | −6,604−87.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 936 | $194.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 920 | $191.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 915 | $189.0K | 0.12% | −375−29.1% | Reduced |
| Future Financial Wealth Managment LLC | 895 | $185.0K | 0.15% | −65−6.8% | Reduced |
| Ahrens Investment Partners LLC | 872 | $180.0K | 0.08% | +872 | New |
| Elgethun Capital Management | 860 | $179.0K | 0.06% | −226−20.8% | Reduced |
| Independence Bank of Kentucky | 835 | $173.0K | 0.07% | −100−10.7% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 831 | $172.0K | 0.06% | +831 | New |
| CVA Family Office, LLC | 825 | $171.0K | 0.04% | +401+94.6% | Added |
| Pinnacle Bancorp, Inc. | 814 | $168.0K | 0.06% | −54−6.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 804 | $166.0K | 0.08% | +115+16.7% | Added |
| Gordian Capital Singapore Pte Ltd | 800 | $166.0K | 0.13% | +800 | New |
| Evoke Wealth, LLC | 799 | $165.0K | 0.01% | +1+0.1% | Added |
| Fieldpoint Private Securities, LLC | 794 | $164.0K | 0.03% | +30+3.9% | Added |
| Larson Financial Group LLC | 786 | $163.0K | 0.03% | +462+142.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 770 | $159.0K | 0.05% | −40−4.9% | Reduced |
| Riverview Trust Co | 768 | $159.0K | 0.09% | 00.0% | Unchanged |
| Sageworth Trust Co | 750 | $155.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 750 | $155.0K | 0.15% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 740 | $153.0K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 738 | $152.0K | 0.03% | +738 | New |
| Accel Wealth Management | 732 | $151.0K | 0.07% | +16+2.2% | Added |
| Pacifica Partners Inc. | 665 | $150.0K | 0.10% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 727 | $150.0K | 0.02% | +727 | New |
| Ulland Investment Advisors, LLC | 715 | $148.0K | 0.09% | +715 | New |
| TSFG, LLC | 709 | $147.0K | 0.05% | −78−9.9% | Reduced |
| Simon Quick Advisors, LLC | 705 | $146.0K | 0.04% | +664+1,619.5% | Added |
| Gemmer Asset Management LLC | 692 | $143.0K | 0.02% | −41−5.6% | Reduced |
| Sound Income Strategies, LLC | 683 | $141.0K | 0.02% | +11+1.6% | Added |
| Peoples Financial Services Corp. | 675 | $140.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 675 | $139.0K | 0.02% | −65−8.8% | Reduced |
| AGF Investments LLC | 666 | $138.0K | 0.01% | +666 | New |
| SRS Capital Advisors, Inc. | 665 | $137.0K | 0.02% | +2+0.3% | Added |
| Endurance Wealth Management, Inc. | 660 | $136.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 652 | $135.0K | 0.05% | +3+0.5% | Added |
| Stephenson National Bank & Trust | 600 | $124.0K | 0.07% | 00.0% | Unchanged |
| NVWM, LLC | 600 | $124.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 595 | $123.0K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 581 | $120.0K | 0.07% | +581 | New |
| Truehand, Inc | 577 | $119.0K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 570 | $118.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 573 | $118.0K | 0.03% | +54+10.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 571 | $118.0K | 0.10% | +571 | New |
| KRS Capital Management, LLC | 575 | $118.0K | 0.10% | +575 | New |
| Richwood Investment Advisors, LLC | 571 | $118.0K | 0.10% | +571 | New |
| Piscataqua Savings Bank | 551 | $114.0K | 0.09% | −20−3.5% | Reduced |
| Capital Analysts, LLC | 549 | $113.0K | 0.01% | −72−11.6% | Reduced |
| EverSource Wealth Advisors, LLC | 544 | $112.0K | 0.03% | +544 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 515 | $106.0K | 0.07% | +25+5.1% | Added |
| Mizuho Securities Co. Ltd. | 506 | $105.0K | 0.04% | −141−21.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 506 | $105.0K | 0.04% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 506 | $105.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $103.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 500 | $103.0K | 0.08% | +500 | New |
| BerganKDV Wealth Management, LLC | 490 | $101.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 483 | $100.0K | 0.02% | +25+5.5% | Added |
