| Huntington National Bank | 124 | $45.0K | 0.00% | +20+19.2% | Added |
| Ancora Advisors, LLC | 125 | $45.0K | 0.00% | +110+733.3% | Added |
| North Star Investment Management Corp. | 125 | $45.0K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 142 | $51.0K | 0.01% | −694−83.0% | Reduced |
| Private Capital Group, LLC | 143 | $51.0K | 0.01% | −34−19.2% | Reduced |
| TCI Wealth Advisors, Inc. | 143 | $51.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 148 | $53.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 150 | $54.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $54.0K | 0.01% | +44+41.1% | Added |
| SOA Wealth Advisors, LLC. | 161 | $57.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 166 | $60.0K | 0.01% | +166 | New |
| Tradewinds Capital Management, LLC | 200 | $72.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $72.0K | 0.02% | +200 | New |
| Cambridge Trust Co | 205 | $74.0K | 0.00% | +205 | New |
| Tarbox Family Office, Inc. | 208 | $75.0K | 0.01% | +18+9.5% | Added |
| Tilia Fiduciary Partners, Inc. | 221 | $79.0K | 0.06% | +221 | New |
| GPS Wealth Strategies Group, LLC | 223 | $80.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 225 | $80.9K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 227 | $82.0K | 0.13% | +227 | New |
| Stonebridge Financial Planning Group, LLC | 300 | $85.0K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 246 | $88.0K | 0.01% | +71+40.6% | Added |
| Signet Financial Management, LLC | 250 | $90.0K | 0.01% | +250 | New |
| EverSource Wealth Advisors, LLC | 252 | $90.0K | 0.03% | +252 | New |
| Carolinas Wealth Consulting LLC | 254 | $91.0K | 0.02% | −5−1.9% | Reduced |
| Brewin Dolphin Ltd | 264 | $95.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 267 | $96.0K | 0.00% | −8−2.9% | Reduced |
| Hoey Investments, Inc | 290 | $104.0K | 0.03% | +50+20.8% | Added |
| Atlas Capital Advisors LLC | 297 | $106.7K | 0.02% | −12−3.9% | Reduced |
| Sutton Wealth Advisors Inc. | 297 | $106.7K | 0.04% | +5+1.7% | Added |
| Farmers & Merchants Investments Inc | 320 | $115.0K | 0.00% | −8−2.4% | Reduced |
| Lenox Wealth Advisors, LLC | 320 | $115.0K | 0.01% | +9+2.9% | Added |
| MV Capital Management, Inc. | 345 | $124.0K | 0.02% | +8+2.4% | Added |
| Zions Bancorporation, N.A. | 357 | $128.0K | 0.01% | −65−15.4% | Reduced |
| Montag A & Associates Inc | 360 | $129.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 363 | $130.0K | 0.02% | +363 | New |
| McIlrath & Eck, LLC | 379 | $136.0K | 0.04% | −120−24.0% | Reduced |
| Carroll Financial Associates, Inc. | 372 | $136.0K | 0.01% | +3+0.8% | Added |
| Accel Wealth Management | 400 | $144.0K | 0.07% | +300+300.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 403 | $145.0K | 0.02% | +403 | New |
| Hanson & Doremus Investment Management | 415 | $149.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 420 | $151.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 434 | $156.0K | 0.02% | −15−3.3% | Reduced |
| Smithfield Trust Co | 446 | $160.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 445 | $160.0K | 0.00% | +59+15.3% | Added |
| Quent Capital, LLC | 445 | $160.0K | 0.03% | +445 | New |
| Financial Avengers, Inc. | 500 | $180.0K | 0.11% | −100−16.7% | Reduced |
| Brown Brothers Harriman & Co | 501 | $180.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 502 | $180.0K | 0.08% | +89+21.5% | Added |
| Cornerstone Advisory, LLC | 515 | $185.0K | 0.03% | +515 | New |
| NEXT Financial Group, Inc | 537 | $193.0K | 0.01% | −207−27.8% | Reduced |
| Masso Torrence Wealth Management Inc. | 560 | $201.0K | 0.14% | +560 | New |
| Cornerstone Wealth Management, LLC | 565 | $202.0K | 0.02% | +565 | New |
| Garrison Asset Management, LLC | 568 | $204.0K | 0.11% | +568 | New |
| Pillar Wealth Advisors, LLC | 574 | $206.0K | 0.20% | +574 | New |
| Duncker Streett & Co Inc | 575 | $207.0K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 583 | $210.0K | 0.01% | +583 | New |
| Advisor OS, LLC | 588 | $210.0K | 0.04% | +588 | New |
| Aveo Capital Partners, LLC | 589 | $212.0K | 0.04% | +589 | New |
| J. W. Coons Advisors, LLC | 592 | $213.0K | 0.06% | +592 | New |
| Baker Tilly Wealth Management, LLC | 593 | $213.0K | 0.02% | +593 | New |
| QCM Cayman, Ltd. | 602 | $216.0K | 1.31% | +602 | New |
| Radnor Capital Management, LLC | 600 | $216.0K | 0.05% | +600 | New |
| L & S Advisors Inc | 605 | $217.0K | 0.02% | −4,160−87.3% | Reduced |
| J.W. Cole Advisors, Inc. | 607 | $218.0K | 0.01% | −94−13.4% | Reduced |
| First National Bank of Omaha | 608 | $219.0K | 0.01% | −266−30.4% | Reduced |
| Noesis Capital Mangement Corp | 613 | $220.0K | 0.04% | +613 | New |
| Manteio Capital LLC | 612 | $220.0K | 0.28% | +612 | New |
| Advisor Resource Council | 615 | $221.0K | 0.02% | +615 | New |
| Penserra Capital Management LLC | 622 | $223.0K | 0.00% | +122+24.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 623 | $224.0K | 0.01% | +623 | New |
| Claraphi Advisory Network, LLC | 624 | $224.0K | 0.08% | +624 | New |
| Ipswich Investment Management Co., Inc. | 625 | $225.0K | 0.05% | +625 | New |
| Texas Capital Bank Wealth Management Services Inc | 630 | $226.0K | 0.02% | +630 | New |
| Harrison & Co Wealth Management, LLC | 629 | $226.0K | 0.19% | +629 | New |
| Sanford Advisory Services, LLC | 630 | $226.0K | 0.05% | +630 | New |
| One Capital Management, LLC | 639 | $229.0K | 0.02% | +639 | New |
| Gerber Kawasaki Wealth & Investment Management | 641 | $230.0K | 0.02% | +1+0.2% | Added |
| Wealth Alliance | 645 | $231.0K | 0.05% | +645 | New |
| Willner & Heller, LLC | 790 | $231.0K | 0.31% | +790 | New |
| Fortress Wealth Group, LLC | 702 | $232.0K | 0.17% | +702 | New |
| Westover Capital Advisors, LLC | 650 | $234.0K | 0.07% | +650 | New |
| Checchi Capital Advisers, LLC | 650 | $234.0K | 0.03% | +650 | New |
| Journey Strategic Wealth LLC | 655 | $235.0K | 0.02% | +655 | New |
| Guardian Wealth Advisors, LLC | 660 | $237.0K | 0.10% | +660 | New |
| Belpointe Asset Management LLC | 660 | $238.0K | 0.01% | +153+30.2% | Added |
| Plante Moran Financial Advisors, LLC | 667 | $240.0K | 0.04% | −174−20.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 668 | $240.0K | 0.05% | +668 | New |
| Savant Capital, LLC | 672 | $241.0K | 0.01% | +672 | New |
| Suncoast Equity Management | 675 | $243.0K | 0.03% | −175−20.6% | Reduced |
| Pure Financial Advisors, Inc. | 676 | $243.0K | 0.01% | +676 | New |
| Advisors Capital Management, LLC | 683 | $245.0K | 0.01% | +683 | New |
| Ellevest, Inc. | 692 | $249.0K | 0.02% | +662+2,206.7% | Added |
| MEMBERS Trust Co | 695 | $250.0K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 698 | $251.0K | 0.10% | −154−18.1% | Reduced |
| Coastal Investment Advisors, Inc. | 701 | $252.0K | 0.06% | −27−3.7% | Reduced |
| First National Bank of Hutchinson | 700 | $252.0K | 0.14% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 700 | $252.0K | 0.04% | 00.0% | Unchanged |
| qPULA Trading Management LP | 700 | $252.0K | 0.45% | +700 | New |
| Wealthspire Advisors, LLC | 712 | $256.0K | 0.01% | −104−12.7% | Reduced |
| Ifrah Financial Services, Inc. | 713 | $256.0K | 0.07% | −22−3.0% | Reduced |
