| Timbuktu Capital Management, LLC | 331 | $31.0K | 0.05% | +331 | New |
| Trust Co | 332 | $31.1K | 0.00% | +332 | New |
| HM Payson & Co | 332 | $31.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 340 | $31.8K | 0.00% | +5+1.5% | Added |
| Hanson & Doremus Investment Management | 340 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 350 | $32.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 357 | $33.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 358 | $33.5K | 0.01% | +237+195.9% | Added |
| WPG Advisers, LLC | 361 | $33.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 364 | $34.1K | 0.00% | −31−7.8% | Reduced |
| Bell Investment Advisors, Inc | 370 | $34.7K | 0.01% | +24+6.9% | Added |
| Deseret Mutual Benefit Administrators | 373 | $34.9K | 0.01% | −17−4.4% | Reduced |
| Anchor Investment Management, LLC | 378 | $35.4K | 0.00% | +1+0.3% | Added |
| TIAA Wealth Investment Management LLC | 393 | $36.8K | 0.00% | +393 | New |
| Creative Capital Management Investments LLC | 397 | $37.2K | 0.01% | +115+40.8% | Added |
| Horizon Financial Services, LLC | 397 | $37.2K | 0.01% | +123+44.9% | Added |
| Sunrise Financial Services, LLC | 398 | $37.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 400 | $37.5K | 0.01% | 00.0% | Unchanged |
| Frankly Finances, LLC | 400 | $37.5K | 0.03% | +400 | New |
| Orion Capital Management LLC | 406 | $38.0K | 0.01% | +1+0.2% | Added |
| Adkins Seale Capital Management LLC | 422 | $39.5K | 0.04% | −61−12.6% | Reduced |
| Wellington-Altus USA Inc. | 600 | $39.9K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 426 | $39.9K | 0.01% | +200+88.5% | Added |
| Prestige Wealth Management Group LLC | 426 | $39.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 445 | $41.7K | 0.00% | +147+49.3% | Added |
| BFSG, LLC | 452 | $42.3K | 0.00% | −48−9.6% | Reduced |
| MPWM Advisory Solutions, LLC | 453 | $42.5K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 456 | $42.7K | 0.03% | +1+0.2% | Added |
| Cary Street Partners Financial LLC | 458 | $42.9K | 0.00% | +458 | New |
| Northstar Asset Management LLC | 508 | $43.2K | 0.01% | +508 | New |
| Catalyst Capital Advisors LLC | 468 | $43.8K | 0.00% | −7−1.5% | Reduced |
| Main Street Group, LTD | 478 | $44.8K | 0.01% | −56−10.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 489 | $45.8K | 0.00% | −235−32.5% | Reduced |
| Piscataqua Savings Bank | 500 | $46.8K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 500 | $46.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 501 | $46.9K | 0.00% | +18+3.7% | Added |
| Financial Network Wealth Advisors LLC | 511 | $47.8K | 0.05% | +415+432.3% | Added |
| Beacon Financial Strategies CORP | 515 | $48.2K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 523 | $49.0K | 0.00% | −1,000−65.7% | Reduced |
| Signature Equity Partners, LLC | 538 | $50.4K | 0.02% | −2−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 547 | $51.3K | 0.00% | +33+6.4% | Added |
| JPL Wealth Management, LLC | 552 | $51.7K | 0.01% | +26+4.9% | Added |
| Bayforest Capital Ltd | 554 | $51.9K | 0.05% | +554 | New |
| West Paces Advisors Inc. | 560 | $52.5K | 0.01% | +560 | New |
| Graney & King, LLC | 566 | $53.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 569 | $53.3K | 0.00% | −20−3.4% | Reduced |
| Signature Resources Capital Management, LLC | 574 | $53.8K | 0.02% | +13+2.3% | Added |
| Ogorek Anthony Joseph | 576 | $54.0K | 0.01% | +1+0.2% | Added |
| Keating Financial Advisory Services, Inc. | 578 | $54.1K | 0.01% | +171+42.0% | Added |
| Gen-Wealth Partners Inc | 580 | $54.3K | 0.02% | −87−13.0% | Reduced |
| First Horizon Corp | 587 | $55.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 599 | $55.5K | 0.01% | +599 | New |
| Ritter Daniher Financial Advisory LLC | 604 | $56.6K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 620 | $58.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 634 | $59.4K | 0.00% | +634 | New |
| Eastern Bank | 641 | $60.0K | 0.00% | +81+14.5% | Added |
| Bryn Mawr Trust Co | 642 | $60.1K | 0.00% | −593−48.0% | Reduced |
| Kimelman & Baird, LLC | 650 | $60.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 662 | $62.0K | 0.00% | +37+5.9% | Added |
| Millstone Evans Group, LLC | 665 | $62.3K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 680 | $63.7K | 0.01% | +680 | New |
| Kilter Group LLC | 686 | $64.3K | 0.02% | −102−12.9% | Reduced |
| MV Capital Management, Inc. | 697 | $65.3K | 0.01% | +20+3.0% | Added |
| N.E.W. Advisory Services LLC | 698 | $65.3K | 0.00% | −99−12.4% | Reduced |
| GHP Investment Advisors, Inc. | 700 | $65.6K | 0.00% | 00.0% | Unchanged |
| Toews Corp | 750 | $70.2K | 0.01% | +750 | New |
| Evolution Advisers, Inc. | 759 | $71.0K | 0.03% | 00.0% | Unchanged |
| Compass Financial Management LLC | 777 | $72.5K | 0.01% | +777 | New |
| Cornerstone Planning Group LLC | 874 | $73.0K | 0.01% | −15−1.7% | Reduced |
| Ankerstar Wealth, LLC | 794 | $74.4K | 0.06% | +100+14.4% | Added |
| Plante Moran Financial Advisors, LLC | 813 | $76.2K | 0.00% | +9+1.1% | Added |
| TD Capital Management LLC | 816 | $76.4K | 0.01% | +2+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 791 | $76.4K | 0.02% | +239+43.3% | Added |
| JFS Wealth Advisors, LLC | 817 | $76.5K | 0.00% | +14+1.7% | Added |
| Silvant Capital Management LLC | 820 | $76.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 841 | $78.8K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 842 | $79.0K | 0.00% | +10+1.2% | Added |
| Fourth Dimension Wealth, LLC | 886 | $83.0K | 0.03% | +91+11.4% | Added |
| Acadian Asset Management LLC | 888 | $83.0K | 0.00% | −14,979−94.4% | Reduced |
| Thompson Investment Management, Inc. | 900 | $84.3K | 0.01% | −700−43.8% | Reduced |
| Barrett & Company, Inc. | 900 | $84.3K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 900 | $84.3K | 0.00% | +900 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 902 | $84.5K | 0.26% | −1,903−67.8% | Reduced |
| Caitlin John, LLC | 904 | $84.7K | 0.05% | −188−17.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 908 | $85.1K | 0.03% | +33+3.8% | Added |
| William B. Walkup & Associates, Inc. | 920 | $86.2K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 975 | $91.3K | 0.04% | −10−1.0% | Reduced |
| Zions Bancorporation, National Association | 1,020 | $95.5K | 0.01% | −163−13.8% | Reduced |
| GoalVest Advisory LLC | 1,042 | $97.6K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,049 | $98.3K | 0.03% | +2+0.2% | Added |
| Community Bank, N.A. | 1,057 | $99.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,063 | $99.6K | 0.00% | +545+105.2% | Added |
| Medallion Wealth Advisors, LLC | 1,105 | $103.5K | 0.03% | +31+2.9% | Added |
| Beacon Investment Advisory Services, Inc. | 1,174 | $110.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,189 | $111.4K | 0.00% | +59+5.2% | Added |
| Quarry LP | 1,200 | $112.4K | 0.02% | +290+31.9% | Added |
| Armstrong Advisory Group, Inc | 1,225 | $114.7K | 0.01% | −148−10.8% | Reduced |
| Wedbush Fund Advisers, LLC | 1,229 | $115.1K | 0.01% | +620+101.8% | Added |
| Arlington Trust Co LLC | 1,238 | $116.0K | 0.01% | +130+11.7% | Added |
| Strengthening Families & Communities, LLC | 1,259 | $117.9K | 0.03% | −46,670−97.4% | Reduced |
