| Arlington Partners LLC | 118 | $24.9K | 0.00% | −566−82.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 116 | $25.0K | 0.00% | −53−31.4% | Reduced |
| Dividend Assets Capital, LLC | 125 | $26.0K | 0.01% | +25+25.0% | Added |
| Blue Bell Private Wealth Management, LLC | 126 | $26.6K | 0.01% | +25+24.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 128 | $27.0K | 0.02% | +101+374.1% | Added |
| Union Savings Bank | 120 | $27.0K | 0.02% | +120 | New |
| Northwest Investment Counselors, LLC | 141 | $29.8K | 0.01% | +2+1.4% | Added |
| Register Financial Advisors LLC | 144 | $30.4K | 0.02% | −125−46.5% | Reduced |
| Pflug Koory, LLC | 145 | $30.6K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 150 | $31.7K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 150 | $31.7K | 0.01% | +30+25.0% | Added |
| Hoey Investments, Inc | 150 | $31.7K | 0.01% | +150 | New |
| Rise Advisors, LLC | 159 | $33.6K | 0.03% | −46−22.4% | Reduced |
| Raffa Wealth Management, LLC | 159 | $33.6K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 163 | $34.4K | 0.05% | −60−26.9% | Reduced |
| Perkins Coie Trust Co | 164 | $34.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $34.6K | 0.01% | −100−37.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $34.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 169 | $35.7K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 179 | $37.8K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 183 | $38.6K | 0.01% | −29−13.7% | Reduced |
| Atticus Wealth Management, LLC | 184 | $38.9K | 0.01% | −54−22.7% | Reduced |
| Hanseatic Management Services Inc | 187 | $40.0K | 0.07% | +187 | New |
| SJS Investment Consulting Inc. | 191 | $40.4K | 0.01% | +149+354.8% | Added |
| Quarry LP | 193 | $40.8K | 0.03% | +193 | New |
| Oakworth Capital, Inc. | 194 | $41.0K | 0.00% | −1,010−83.9% | Reduced |
| Rosenberg Matthew Hamilton | 194 | $41.0K | 0.01% | −125−39.2% | Reduced |
| Tortoise Investment Management, LLC | 195 | $41.2K | 0.01% | +4+2.1% | Added |
| Caldwell Sutter Capital, Inc. | 195 | $41.2K | 0.02% | +5+2.6% | Added |
| Pacific Center for Financial Services | 204 | $43.1K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 211 | $44.6K | 0.00% | −12,912−98.4% | Reduced |
| GHP Investment Advisors, Inc. | 215 | $44.9K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 219 | $46.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 222 | $46.8K | 0.01% | −3,160−93.4% | Reduced |
| CGC Financial Services, LLC | 223 | $47.1K | 0.03% | +223 | New |
| JCIC Asset Management Inc. | 224 | $47.3K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 226 | $47.7K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 236 | $49.9K | 0.04% | +236 | New |
| Armstrong Advisory Group, Inc | 236 | $49.9K | 0.01% | +59+33.3% | Added |
| McIlrath & Eck, LLC | 251 | $53.0K | 0.01% | −60−19.3% | Reduced |
| Retirement Group, LLC | 251 | $53.0K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 258 | $54.5K | 0.01% | −100−27.9% | Reduced |
| Hartford Financial Management Inc. | 259 | $54.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $55.0K | 0.04% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 261 | $55.1K | 0.01% | +261 | New |
| Chesapeake Asset Management LLC | 262 | $55.4K | 0.05% | −12−4.4% | Reduced |
| West Branch Capital LLC | 265 | $56.0K | 0.03% | +244+1,161.9% | Added |
| Atwood & Palmer Inc | 267 | $56.4K | 0.01% | +252+1,680.0% | Added |
| Horizon Bancorp Inc | 272 | $57.0K | 0.04% | +272 | New |
| Institutional & Family Asset Management, LLC | 274 | $57.9K | 0.01% | +53+24.0% | Added |
| Delta Asset Management LLC | 292 | $61.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 293 | $62.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 296 | $62.5K | 0.01% | +136+85.0% | Added |
| Logan Capital Management Inc | 298 | $63.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $63.4K | 0.09% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 300 | $63.4K | 0.03% | +300 | New |
| Portland Hill Asset Management Ltd | 311 | $65.0K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 308 | $65.1K | 0.01% | −6−1.9% | Reduced |
| Bank of New Hampshire | 310 | $65.5K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $65.7K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 314 | $66.3K | 0.01% | −33−9.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 314 | $66.3K | 0.03% | +314 | New |
| First Personal Financial Services | 314 | $66.3K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 318 | $67.2K | 0.06% | +25+8.5% | Added |
| Ogorek Anthony Joseph | 325 | $68.0K | 0.03% | +11+3.5% | Added |
| GW&K Investment Management, LLC | 326 | $69.0K | 0.00% | +324+16,200.0% | Added |
| Column Capital Advisors, LLC | 327 | $69.1K | 0.01% | −6−1.8% | Reduced |
| Live Oak Investment Partners | – | $69.7K | 0.06% | – | – |
| Estabrook Capital Management | 331 | $69.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 337 | $71.2K | 0.08% | 00.0% | Unchanged |
| City Holding Co | 360 | $76.1K | 0.01% | −337−48.4% | Reduced |
| WR Wealth Planners, LLC | 360 | $76.1K | 0.03% | +106+41.7% | Added |
| Cassady Schiller Wealth Management, LLC | 365 | $77.1K | 0.04% | +31+9.3% | Added |
| Archer Investment Corp | 372 | $78.6K | 0.03% | +148+66.1% | Added |
| Covestor Ltd | 375 | $79.0K | 0.06% | −6−1.6% | Reduced |
| Atlas Capital Advisors LLC | 395 | $83.4K | 0.01% | −151−27.7% | Reduced |
| Carmel Capital Partners, LLC | 400 | $84.5K | 0.04% | −308−43.5% | Reduced |
| WFA Asset Management Corp | 400 | $84.5K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 400 | $84.5K | 0.00% | +400 | New |
| Byrne Asset Management LLC | 405 | $86.0K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 416 | $87.0K | 0.06% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 422 | $89.2K | 0.05% | +422 | New |
| RFP Financial Group LLC | 430 | $90.8K | 0.04% | +150+53.6% | Added |
| Tyler-Stone Wealth Management | 430 | $91.0K | 0.05% | +430 | New |
| XY Capital Ltd | 442 | $93.4K | 0.18% | +442 | New |
| Bell Investment Advisors, Inc | 443 | $93.6K | 0.02% | +15+3.5% | Added |
| Sound Income Strategies, LLC | 444 | $93.8K | 0.01% | +30+7.2% | Added |
| Eagle Bay Advisors LLC | 445 | $94.0K | 0.05% | +11+2.5% | Added |
| Carolinas Wealth Consulting LLC | 451 | $95.3K | 0.02% | +352+355.6% | Added |
| Headlands Technologies LLC | 452 | $95.5K | 0.03% | −1,380−75.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 455 | $96.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 461 | $97.4K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 465 | $98.0K | 0.02% | −91−16.4% | Reduced |
| Virtus Investment Advisers, Inc. | 464 | $98.0K | 0.07% | +464 | New |
| Mascoma Wealth Management LLC | 467 | $98.8K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 469 | $99.1K | 0.00% | −239−33.8% | Reduced |
| Pin Oak Investment Advisors Inc | 473 | $100.0K | 0.11% | −72−13.2% | Reduced |
| Fiduciary Alliance LLC | 492 | $103.9K | 0.02% | +492 | New |
| Cornerstone Planning Group LLC | 493 | $104.2K | 0.04% | +493 | New |
| CoreFirst Bank & Trust | 500 | $105.6K | 0.07% | −156−23.8% | Reduced |
