| Tompkins Financial Corp | 1,000 | $171.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $171.0K | 0.10% | 00.0% | Unchanged |
| Cordasco Financial Network | 995 | $170.0K | 0.11% | −94−8.6% | Reduced |
| Financial Management Professionals, Inc. | 997 | $170.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 983 | $168.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 980 | $168.0K | 0.07% | +225+29.8% | Added |
| Concord Wealth Partners | 974 | $167.0K | 0.04% | +974 | New |
| Column Capital Advisors, LLC | 925 | $158.0K | 0.03% | −597−39.2% | Reduced |
| TCI Wealth Advisors, Inc. | 894 | $153.0K | 0.02% | −600−40.2% | Reduced |
| Pacifica Partners Inc. | 903 | $152.0K | 0.10% | −1−0.1% | Reduced |
| Elgethun Capital Management | 896 | $150.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 880 | $150.0K | 0.02% | +41+4.9% | Added |
| Sound Income Strategies, LLC | 858 | $147.0K | 0.02% | +97+12.7% | Added |
| PFS Partners, LLC | 828 | $141.6K | 0.10% | +828 | New |
| Financial Perspectives, Inc | 798 | $136.4K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 789 | $135.0K | 0.04% | −12−1.5% | Reduced |
| McCarthy Asset Management, Inc. | 762 | $130.0K | 0.09% | 00.0% | Unchanged |
| Avion Wealth | 743 | $127.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 713 | $122.0K | 0.02% | +100+16.3% | Added |
| Hills Bank & Trust Co | 697 | $119.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 690 | $118.0K | 0.02% | −311−31.1% | Reduced |
| Dividend Assets Capital, LLC | 685 | $117.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 685 | $117.0K | 0.04% | +685 | New |
| Global Financial Private Client, LLC | 683 | $116.8K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 670 | $115.0K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 655 | $112.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 650 | $111.0K | 0.01% | −600−48.0% | Reduced |
| Eagle Bay Advisors LLC | 650 | $111.0K | 0.07% | −250−27.8% | Reduced |
| Lagoda Investment Management, L.P. | 650 | $111.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 650 | $111.0K | 0.00% | +650 | New |
| American Research & Management Co. | 635 | $109.0K | 0.02% | −40−5.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 623 | $109.0K | 0.07% | +623 | New |
| Delta Asset Management LLC | 634 | $108.0K | 0.01% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 625 | $107.0K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 628 | $107.0K | 0.02% | +628 | New |
| Old Second National Bank of Aurora | 604 | $104.0K | 0.03% | −163−21.3% | Reduced |
| Truvestments Capital LLC | 609 | $104.0K | 0.05% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 598 | $102.0K | 0.10% | +598 | New |
| Atwood & Palmer Inc | 586 | $100.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 585 | $100.0K | 0.05% | +100+20.6% | Added |
| Curi Capital | 576 | $98.0K | 0.02% | +576 | New |
| Selective Wealth Management, Inc. | 559 | $96.0K | 0.04% | +10+1.8% | Added |
| KRS Capital Management, LLC | 550 | $94.0K | 0.08% | +550 | New |
| Clearview Wealth Advisors LLC | 545 | $93.0K | 0.06% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 524 | $89.0K | 0.08% | +524 | New |
| SJS Investment Consulting Inc. | 515 | $88.0K | 0.03% | +515 | New |
| Washington Trust Advisors, Inc. | 515 | $88.0K | 0.01% | +515 | New |
| Peoples Financial Services Corp. | 500 | $85.0K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $85.0K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 495 | $84.0K | 0.02% | −1,678−77.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 475 | $81.0K | 0.05% | +475 | New |
| McCarthy Grittinger Financial Group, LLC | 459 | $78.5K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 447 | $76.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 425 | $73.0K | 0.01% | +425 | New |
| Private Capital Group, LLC | 416 | $71.0K | 0.02% | −100−19.4% | Reduced |
| Baystate Wealth Management LLC | 414 | $71.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 417 | $71.0K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 409 | $70.0K | 0.06% | +409 | New |
| Laurel Wealth Planning LLC | 403 | $69.0K | 0.05% | −16,120−97.6% | Reduced |
| Professional Financial Advisors, LLC | 402 | $69.0K | 0.03% | −3,406−89.4% | Reduced |
| Danda Trouve Investment Management, Inc. | 404 | $69.0K | 0.08% | +404 | New |
| Banque Cantonale Vaudoise | 400 | $68.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 400 | $68.0K | 0.05% | +400 | New |
| Stonebridge Financial Planning Group, LLC | 400 | $67.0K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 385 | $66.0K | 0.04% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 382 | $65.3K | 0.00% | +382 | New |
| Piscataqua Savings Bank | 373 | $64.0K | 0.05% | −77−17.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 375 | $64.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 373 | $64.0K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 364 | $62.0K | 0.06% | +364 | New |
| Valley National Advisers Inc | 353 | $60.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 345 | $59.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 343 | $59.0K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 317 | $59.0K | 0.04% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 348 | $59.0K | 0.05% | +348 | New |
| Brown, Lisle/Cummings, Inc. | 329 | $56.2K | 0.03% | +329 | New |
| Belmont Capital, LLC | 320 | $55.0K | 0.04% | −133−29.4% | Reduced |
| Sutton Wealth Advisors Inc. | 321 | $54.9K | 0.02% | −50−13.5% | Reduced |
| Key Financial Inc | 315 | $54.0K | 0.03% | −83−20.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 320 | $54.0K | 0.02% | +320 | New |
| Future Financial Wealth Managment LLC | 320 | $54.0K | 0.04% | +320 | New |
| Covestor Ltd | 314 | $54.0K | 0.08% | +314 | New |
| Heritage Wealth Advisors | 302 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $51.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 300 | $51.0K | 0.03% | +300 | New |
| Cedar Mountain Advisors, LLC | 285 | $49.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 279 | $48.0K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 282 | $48.0K | 0.00% | +162+135.0% | Added |
| Zullo Investment Group, Inc. | 280 | $48.0K | 0.02% | +280 | New |
| Widmann Financial Services, Inc. | 273 | $46.0K | 0.04% | +273 | New |
| Cascade Investment Advisors, Inc. | 265 | $45.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 265 | $45.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 265 | $45.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 266 | $45.0K | 0.03% | +266 | New |
| Retirement Planning Co of New England, Inc. | 265 | $45.0K | 0.02% | +265 | New |
| Field & Main Bank | 260 | $44.0K | 0.03% | −50−16.1% | Reduced |
| AllSquare Wealth Management LLC | 254 | $43.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $43.0K | 0.01% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 254 | $43.0K | 0.03% | +254 | New |
| Toth Financial Advisory Corp | 217 | $37.0K | 0.01% | +60+38.2% | Added |