| Quarry LP | 212 | $11.5K | 0.01% | −315−59.8% | Reduced |
| Montag A & Associates Inc | 211 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 210 | $11.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 209 | $11.3K | 0.00% | +1+0.5% | Added |
| Evermay Wealth Management LLC | 206 | $11.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 205 | $11.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.00% | −21,600−99.1% | Reduced |
| Byrne Asset Management LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 198 | $10.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 194 | $10.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 194 | $10.5K | 0.00% | +194 | New |
| Kelly Financial Services LLC | 190 | $10.3K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 187 | $10.1K | 0.01% | +1+0.5% | Added |
| Lowe Wealth Advisors, LLC | 185 | $10.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 182 | $9.85K | 0.00% | +182 | New |
| First Capital Advisors Group, LLC. | 182 | $9.85K | 0.01% | +182 | New |
| HHM Wealth Advisors, LLC | 174 | $9.42K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 165 | $8.93K | 0.00% | +165 | New |
| Sofos Investments, Inc. | 54 | $8.47K | 0.04% | +14+35.0% | Added |
| Sound Income Strategies, LLC | 149 | $8.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 149 | $8.06K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 148 | $8.01K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 157 | $8.00K | 0.00% | +39+33.1% | Added |
| Tucker Asset Management LLC | 138 | $7.47K | 0.00% | +138 | New |
| Ronald Blue Trust, Inc. | 191 | $7.00K | 0.00% | −69−26.5% | Reduced |
| Sunbelt Securities, Inc. | 127 | $6.87K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 126 | $6.79K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $6.66K | 0.00% | +28+29.5% | Added |
| Contravisory Investment Management, Inc. | 121 | $6.55K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 119 | $6.43K | 0.00% | +1+0.8% | Added |
| Westside Investment Management, Inc. | 118 | $6.38K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 115 | $6.22K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 112 | $6.04K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 111 | $6.01K | 0.00% | −4−3.5% | Reduced |
| Creative Financial Designs Inc | 107 | $5.79K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.68K | 0.00% | – | – |
| Cullen/Frost Bankers, Inc. | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $5.41K | 0.01% | +100 | New |
| Plante Moran Financial Advisors, LLC | 99 | $5.36K | 0.00% | −101−50.5% | Reduced |
| Geneos Wealth Management Inc. | 96 | $5.20K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,583 | $5.20K | 0.00% | +1,487+1,549.0% | Added |
| TD Ameritrade Investment Management, LLC | 97 | $5.00K | 0.00% | −3,901−97.6% | Reduced |
| Loomis Sayles & Co L P | 85 | $5.00K | 0.00% | −200−70.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 92 | $4.98K | 0.00% | +92 | New |
| WealthPLAN Partners, LLC | 91 | $4.92K | 0.00% | −122−57.3% | Reduced |
| Gradient Investments LLC | 90 | $4.87K | 0.00% | +12+15.4% | Added |
| Harbor Investment Advisory, LLC | 84 | $4.54K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $4.49K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $4.33K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 79 | $4.28K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $4.28K | 0.00% | +79 | New |
| JFS Wealth Advisors, LLC | 77 | $4.17K | 0.00% | +7+10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $3.90K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 67 | $3.63K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $3.57K | 0.00% | +66 | New |
| FinTrust Capital Advisors, LLC | 87 | $3.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $3.25K | 0.00% | −18−23.1% | Reduced |
| Pacific Center for Financial Services | 59 | $3.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 59 | $3.19K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 56 | $3.00K | 0.00% | +56 | New |
| Nalls Sherbakoff Group, LLC | 62 | $2.78K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 49 | $2.65K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 48 | $2.60K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $2.44K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 42 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $2.22K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $2.22K | 0.00% | +41 | New |
| Proffitt & Goodson Inc | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 39 | $2.11K | 0.00% | −231−85.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $2.01K | 0.00% | +9+32.1% | Added |
| Benjamin Edwards Inc | 36 | $2.00K | 0.00% | −36−50.0% | Reduced |
| First PREMIER Bank | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 36 | $1.97K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 33 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 32 | $1.73K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.69K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 31 | $1.68K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 28 | $1.51K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.30K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $1.25K | 0.00% | +10+76.9% | Added |
| Riggs Asset Managment Co. Inc. | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +14+175.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 18 | $974 | 0.00% | +18 | New |