| Enterprise Bank & Trust Co | 3,700 | $242.6K | 0.08% | +3,700 | New |
| Alliancebernstein L.P. | 3,845 | $242.9K | 0.00% | +3,845 | New |
| Sentinel Pension Advisors Inc | 3,852 | $243.3K | 0.05% | +3,852 | New |
| Strategic Financial Concepts, LLC | 3,856 | $243.6K | 0.06% | +3,856 | New |
| Cutter & CO Brokerage, Inc. | 3,900 | $246.4K | 0.06% | +3,900 | New |
| Eudaimonia Partners, LLC | 3,936 | $248.6K | 0.06% | +3,936 | New |
| Owen LaRue, LLC | 3,940 | $248.9K | 0.16% | +3,940 | New |
| Total Wealth Planning, LLC | 3,955 | $249.8K | 0.04% | +3,955 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 4,013 | $250.7K | 0.11% | +4,013 | New |
| Sunbelt Securities, Inc. | 3,972 | $250.9K | 0.03% | +3,972 | New |
| Alterna Wealth Management, Inc | 3,982 | $251.5K | 0.25% | +3,982 | New |
| FSA Advisors, Inc. | 4,011 | $253.4K | 0.27% | +4,011 | New |
| Marshall & Sullivan Inc | 4,040 | $255.2K | 0.13% | +4,040 | New |
| Level Financial Advisors, Inc. | 4,041 | $255.3K | 0.12% | +4,041 | New |
| E&G Advisors, LP | 4,050 | $255.8K | 0.08% | +4,050 | New |
| SlateStone Wealth, LLC | 4,113 | $260.0K | 0.03% | +4,113 | New |
| Alpha Cubed Investments, LLC | 4,116 | $260.0K | 0.01% | +4,116 | New |
| Brighton Jones LLC | 4,117 | $260.1K | 0.01% | +4,117 | New |
| AdvisorNet Financial, Inc | 4,129 | $260.8K | 0.03% | +4,129 | New |
| Onyx Bridge Wealth Group LLC | 4,609 | $261.5K | 0.05% | +4,609 | New |
| Opal Wealth Advisors, LLC | 4,145 | $261.8K | 0.09% | +4,145 | New |
| Spectrum Wealth Counsel, LLC | 4,219 | $266.5K | 0.03% | +4,219 | New |
| Carmichael Hill & Associates, Inc. | 4,223 | $266.8K | 0.11% | +4,223 | New |
| Ellsworth Advisors, LLC | 4,500 | $268.0K | 0.08% | +4,500 | New |
| Mountain Capital Investment Advisors, Inc | 4,364 | $268.2K | 0.08% | +4,364 | New |
| Objective Capital Management, LLC | 4,250 | $268.5K | 0.18% | +4,250 | New |
| BlueChip Wealth Advisors LLC | 4,250 | $268.5K | 0.17% | +4,250 | New |
| SignalPoint Asset Management, LLC | 4,257 | $268.9K | 0.07% | +4,257 | New |
| Revisor Wealth Management LLC | 5,552 | $271.5K | 0.12% | +5,552 | New |
| Trilogy Capital Inc. | 4,300 | $271.6K | 0.02% | +4,300 | New |
| Tamar Securities, LLC | 4,302 | $271.8K | 0.05% | +4,302 | New |
| Lifeworks Advisors, LLC | 4,307 | $272.1K | 0.08% | +4,307 | New |
| Edge Capital Group, LLC | 4,357 | $275.2K | 0.01% | +4,357 | New |
| Clear Creek Financial Management, LLC | 4,357 | $275.2K | 0.04% | +4,357 | New |
| Cornerstone Wealth Group, LLC | 4,364 | $275.7K | 0.03% | +4,364 | New |
| Summit Financial, LLC | 4,386 | $277.1K | 0.02% | +4,386 | New |
| Coordinated Financial Services, Inc. | 4,400 | $277.9K | 0.24% | +4,400 | New |
| Mill Creek Capital Advisors, LLC | 4,435 | $280.2K | 0.01% | +4,435 | New |
| Arkadios Wealth Advisors | 4,453 | $281.3K | 0.02% | +4,453 | New |
| Nicholas Hoffman & Company, LLC. | 4,467 | $282.2K | 0.01% | +4,467 | New |
| Parallel Advisors, LLC | 4,483 | $283.2K | 0.01% | +4,483 | New |
| GFG Capital, LLC | 4,500 | $284.3K | 0.07% | +4,500 | New |
| Commerce Bank | 4,521 | $285.6K | 0.00% | +4,521 | New |
| Allworth Financial LP | 4,523 | $285.7K | 0.00% | +4,523 | New |
| NorthStar Asset Management LLC | 4,541 | $286.9K | 0.22% | +4,541 | New |
| Steel Peak Wealth Management LLC | 4,543 | $287.0K | 0.01% | +4,543 | New |
| Garden State Investment Advisory Services LLC | 4,573 | $288.5K | 0.11% | +4,573 | New |
| Atlas Private Wealth Advisors | 4,601 | $290.6K | 0.10% | +4,601 | New |
| Joel Isaacson & Co., LLC | 4,608 | $291.1K | 0.02% | +4,608 | New |
| Old Mission Investment Co LLC | 4,638 | $293.0K | 0.10% | +4,638 | New |
| HRC Wealth Management, LLC | 4,682 | $295.8K | 0.22% | +4,682 | New |
| Retirement Planning Co of New England, Inc. | 4,685 | $296.0K | 0.16% | +4,685 | New |
| AE Wealth Management LLC | 4,726 | $298.5K | 0.00% | +4,726 | New |
| Schnieders Capital Management LLC | 4,750 | $300.1K | 0.06% | +4,750 | New |
| Harvest Investment Services, LLC | 4,783 | $302.1K | 0.12% | +4,783 | New |
| Miracle Mile Advisors, LLC | 4,798 | $303.1K | 0.01% | +4,798 | New |
| Sterling Investment Counsel, LLC | 4,823 | $304.7K | 0.14% | +4,823 | New |
| Jeppson Wealth Management, LLC | 4,839 | $305.7K | 0.12% | +4,839 | New |
| Inscription Capital, LLC | 4,866 | $307.4K | 0.05% | +4,866 | New |
| Perennial Investment Advisors, LLC | 4,944 | $312.3K | 0.05% | +4,944 | New |
| Money Concepts Capital Corp | 4,985 | $314.9K | 0.03% | +4,985 | New |
| Good Life Advisors, LLC | 4,991 | $315.3K | 0.03% | +4,991 | New |
| Graybill Bartz & Assoc Ltd | 5,000 | $315.9K | 0.13% | +5,000 | New |
| Kingsview Wealth Management, LLC | 5,017 | $316.9K | 0.01% | +5,017 | New |
| Ancora Advisors, LLC | 5,201 | $328.5K | 0.01% | −10,069−65.9% | Reduced |
| DeDora Capital, Inc. | 5,201 | $328.5K | 0.10% | +5,201 | New |
| Great Valley Advisor Group, Inc. | 5,228 | $330.6K | 0.01% | +5,228 | New |
| Wallington Asset Management, LLC | 5,325 | $336.0K | 0.05% | +5,325 | New |
| Snowden Capital Advisors LLC | 5,335 | $337.0K | 0.01% | +5,335 | New |
| Delta Financial Group, Inc. | 5,360 | $339.0K | 0.10% | +5,360 | New |
| Verity Asset Management, Inc. | 5,367 | $339.0K | 0.19% | +5,367 | New |
| Journey Advisory Group, LLC | 5,385 | $340.2K | 0.04% | +5,385 | New |
| United Capital Management of KS, Inc. | 5,401 | $341.2K | 0.08% | +5,401 | New |
| Magnus Financial Group LLC | 5,432 | $343.1K | 0.04% | +5,432 | New |
| Koshinski Asset Management, Inc. | 5,469 | $345.5K | 0.04% | +5,469 | New |
| NorthRock Partners, LLC | 5,487 | $346.6K | 0.01% | +5,487 | New |
| Cardiff Park Advisors, LLC | 5,500 | $347.4K | 0.03% | +5,500 | New |
| Polymer Capital Management (HK) LTD | 5,500 | $347.4K | 0.09% | +5,500 | New |
| Argent Trust Co | 5,520 | $348.7K | 0.02% | +5,520 | New |
| Highline Wealth Partners LLC | 5,525 | $349.0K | 0.14% | −29,794−84.4% | Reduced |
| Bulltick Wealth Management, LLC | 5,537 | $349.8K | 0.07% | +5,537 | New |
| Sandhill Capital Partners LLC | 5,571 | $351.9K | 0.03% | +5,571 | New |
| Able Wealth Management LLC | 5,613 | $354.6K | 0.31% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,682 | $358.9K | 0.05% | +5,682 | New |
| AlphaStar Capital Management, LLC | 5,690 | $359.4K | 0.04% | +5,690 | New |
| Comerica Bank | 5,721 | $361.4K | 0.00% | +5,721 | New |
| Janney Montgomery Scott LLC | 5,748 | $363.0K | 0.00% | +5,748 | New |
| Moloney Securities Asset Management, LLC | 5,764 | $364.1K | 0.05% | +5,764 | New |
| Strategic Wealth Partners, Ltd. | 5,793 | $365.9K | 0.04% | +5,793 | New |
| Chicago Partners Investment Group LLC | 6,182 | $366.0K | 0.02% | +6,182 | New |
| SeaCrest Wealth Management, LLC | 5,865 | $370.5K | 0.05% | +5,865 | New |
| Hantz Financial Services, Inc. | 5,879 | $371.0K | 0.01% | +65+1.1% | Added |
| Garde Capital, Inc. | 5,923 | $374.0K | 0.03% | −11,480−66.0% | Reduced |
| Flynn Zito Capital Management, LLC | 5,946 | $375.6K | 0.19% | +5,946 | New |
| Synergy Financial Management, LLC | 5,960 | $376.5K | 0.06% | +5,960 | New |
| Flagship Harbor Advisors, LLC | 5,969 | $377.1K | 0.02% | +5,969 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,983 | $377.9K | 0.01% | +5,983 | New |
| Edge Wealth Management LLC | 5,988 | $378.3K | 0.08% | +5,988 | New |
| Morling Financial Advisors, LLC | 6,001 | $379.1K | 0.22% | +6,001 | New |
| Strait & Sound Wealth Management LLC | 6,050 | $379.9K | 0.21% | +6,050 | New |