| Birchbrook, Inc. | 300 | $19.5K | 0.01% | +300 | New |
| SOA Wealth Advisors, LLC. | 302 | $19.7K | 0.00% | −17−5.3% | Reduced |
| Planning Capital Management Corp | 314 | $20.5K | 0.02% | +314 | New |
| First Command Advisory Services, Inc. | 317 | $20.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 320 | $20.8K | 0.01% | −36−10.1% | Reduced |
| Pin Oak Investment Advisors Inc | 320 | $21.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 325 | $21.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 325 | $21.2K | 0.01% | +325 | New |
| PFS Partners, LLC | 336 | $21.9K | 0.01% | +1+0.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 262 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 351 | $22.9K | 0.01% | −102−22.5% | Reduced |
| Beacon Capital Management, LLC | 379 | $24.2K | 0.01% | +3+0.8% | Added |
| Venturi Wealth Management, LLC | 372 | $24.2K | 0.00% | +182+95.8% | Added |
| Canton Hathaway, LLC | 380 | $25.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 384 | $25.0K | 0.01% | −151−28.2% | Reduced |
| Altshuler Shaham Ltd | 387 | $25.2K | 0.00% | −25−6.1% | Reduced |
| Hollencrest Capital Management | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $26.1K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 408 | $26.6K | 0.03% | +408 | New |
| Atlantic Trust, LLC | 421 | $27.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 426 | $27.8K | 0.03% | +426 | New |
| Nalls Sherbakoff Group, LLC | 450 | $29.3K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 451 | $29.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $29.8K | 0.01% | +229+100.0% | Added |
| Raleigh Capital Management Inc. | 462 | $30.1K | 0.01% | +120+35.1% | Added |
| Laurel Wealth Advisors LLC | 480 | $31.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 483 | $31.5K | 0.01% | +55+12.9% | Added |
| SJS Investment Consulting Inc. | 498 | $32.4K | 0.01% | +2+0.4% | Added |
| Washington Trust Advisors, Inc. | 500 | $32.6K | 0.00% | −320−39.0% | Reduced |
| HHM Wealth Advisors, LLC | 500 | $32.6K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 511 | $33.0K | 0.02% | +511 | New |
| Guardian Wealth Management, Inc. | 513 | $33.5K | 0.03% | +1+0.2% | Added |
| Highlander Capital Management, LLC | 517 | $33.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 527 | $34.0K | 0.00% | −480−47.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 525 | $34.2K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 526 | $34.3K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 537 | $35.0K | 0.07% | +176+48.8% | Added |
| Davis Capital Management | 555 | $36.2K | 0.03% | +555 | New |
| Chilton Capital Management LLC | 564 | $36.7K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 573 | $36.9K | 0.02% | +573 | New |
| Kepos Capital LP | 571 | $37.0K | 0.01% | +571 | New |
| Moisand Fitzgerald Tamayo, LLC | 570 | $37.1K | 0.01% | −580−50.4% | Reduced |
| Creekmur Asset Management LLC | 570 | $37.2K | 0.01% | +570 | New |
| Glen Eagle Advisors, LLC | 595 | $38.7K | 0.01% | −10−1.7% | Reduced |
| Strategic Investment Solutions, Inc. | 598 | $38.9K | 0.01% | −2,552−81.0% | Reduced |
| Coppell Advisory Solutions LLC | 610 | $39.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 619 | $40.3K | 0.03% | +619 | New |
| Level Financial Advisors, Inc. | 630 | $41.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 639 | $41.6K | 0.00% | +131+25.8% | Added |
| Godsey & Gibb Associates | 645 | $42.0K | 0.00% | −38−5.6% | Reduced |
| Atwood & Palmer Inc | 650 | $42.3K | 0.00% | −200−23.5% | Reduced |
| Joseph Group Capital Management | 650 | $42.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 681 | $44.4K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 686 | $44.7K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 695 | $45.3K | 0.01% | +695 | New |
| Northwest Financial Advisors | 698 | $45.5K | 0.04% | +698 | New |
| Blume Capital Management, Inc. | 700 | $45.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 703 | $45.8K | 0.01% | +43+6.5% | Added |
| Wolff Wiese Magana LLC | 703 | $45.8K | 0.04% | −47−6.3% | Reduced |
| TFC Financial Management | 711 | $46.3K | 0.01% | +29+4.3% | Added |
| Manchester Capital Management LLC | 724 | $47.2K | 0.01% | +101+16.2% | Added |
| DAGCO, Inc. | 726 | $47.3K | 0.04% | +726 | New |
| Dynamic Wealth Strategies, LLC | 726 | $47.3K | 0.04% | +726 | New |
| Silvant Capital Management LLC | 748 | $48.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 752 | $49.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 757 | $49.3K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 759 | $49.4K | 0.04% | +759 | New |
| SRS Capital Advisors, Inc. | 766 | $49.9K | 0.01% | +82+12.0% | Added |
| Cetera Trust Company, N.A | 768 | $50.0K | 0.03% | +768 | New |
| Plante Moran Financial Advisors, LLC | 774 | $50.4K | 0.01% | −512−39.8% | Reduced |
| Hexagon Capital Partners LLC | 790 | $51.5K | 0.01% | −11−1.4% | Reduced |
| Focused Wealth Management, Inc | 790 | $51.5K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 800 | $52.1K | 0.02% | +800 | New |
| Lipe & Dalton | 806 | $53.0K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 836 | $54.5K | 0.02% | 00.0% | Unchanged |
| LM Advisors LLC | 837 | $54.5K | 0.01% | +837 | New |
| Resurgent Financial Advisors LLC | 844 | $55.0K | 0.03% | −245−22.5% | Reduced |
| GW&K Investment Management, LLC | 846 | $55.0K | 0.00% | +56+7.1% | Added |
| HighMark Wealth Management LLC | 847 | $55.2K | 0.04% | +7+0.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 854 | $55.6K | 0.01% | +854 | New |
| CNB Bank | 873 | $56.9K | 0.03% | −87−9.1% | Reduced |
| Scarborough Advisors, LLC | 876 | $57.1K | 0.01% | +876 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 880 | $57.3K | 0.03% | +805+1,073.3% | Added |
| South State Corp. | 910 | $59.3K | 0.01% | −105−10.3% | Reduced |
| ORG Partners LLC | 915 | $59.6K | 0.01% | +173+23.3% | Added |
| AllSquare Wealth Management LLC | 973 | $63.4K | 0.04% | +222+29.6% | Added |
| Zions Bancorporation, N.A. | 983 | $64.0K | 0.00% | +196+24.9% | Added |
| Wellington Shields Capital Management, LLC | 1,000 | $65.1K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $65.1K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,000 | $65.1K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 1,019 | $66.4K | 0.00% | −4,483−81.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,042 | $67.9K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,049 | $68.3K | 0.02% | +1,049 | New |
| First United Bank Trust | 1,051 | $68.5K | 0.03% | +1,051 | New |
| Tennessee Valley Asset Management Partners | 1,056 | $68.8K | 0.02% | +1,056 | New |
| R.H. Dinel Investment Counsel, Inc. | 1,066 | $69.4K | 0.05% | 00.0% | Unchanged |
| American National Bank | 1,071 | $69.8K | 0.01% | −90−7.8% | Reduced |
| Thompson Investment Management, Inc. | 1,071 | $69.8K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,076 | $70.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,089 | $71.0K | 0.02% | +1,089 | New |
