| Pension & Wealth Management Advisors, Inc. | 298 | $74.9K | 0.03% | −216−42.0% | Reduced |
| Rise Advisors, LLC | 304 | $76.1K | 0.03% | +25+9.0% | Added |
| Rosenberg Matthew Hamilton | 309 | $77.5K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 312 | $78.3K | 0.01% | +7+2.3% | Added |
| AllSquare Wealth Management LLC | 314 | $78.8K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 322 | $80.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 322 | $80.8K | 0.03% | +23+7.7% | Added |
| Hemington Wealth Management | 332 | $83.0K | 0.01% | +28+9.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 397 | $83.1K | 0.03% | +397 | New |
| Riverview Trust Co | 340 | $85.3K | 0.11% | −177−34.2% | Reduced |
| Hollencrest Capital Management | 343 | $86.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 344 | $86.3K | 0.01% | −8−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 501 | $87.7K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $88.8K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 355 | $89.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 376 | $94.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 382 | $95.8K | 0.00% | −1,530−80.0% | Reduced |
| Trust Co of Toledo NA | 386 | $96.8K | 0.01% | +386 | New |
| Evelyn Partners Investment Management Services Ltd | 390 | $97.8K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 399 | $100.1K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 405 | $101.6K | 0.02% | +9+2.3% | Added |
| Bay Harbor Wealth Management, LLC | 413 | $103.6K | 0.03% | +15+3.8% | Added |
| Ransom Advisory, Ltd | 413 | $103.6K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 424 | $106.4K | 0.01% | +197+86.8% | Added |
| JFS Wealth Advisors, LLC | 439 | $110.2K | 0.01% | −1−0.2% | Reduced |
| Webster Bank, N. A. | 441 | $110.6K | 0.01% | +118+36.5% | Added |
| UMA Financial Services, Inc. | 449 | $112.7K | 0.02% | +97+27.6% | Added |
| S.A. Mason LLC | 451 | $113.1K | 0.05% | +451 | New |
| Catalyst Capital Advisors LLC | 453 | $113.6K | 0.00% | −74−14.0% | Reduced |
| Harbor Investment Advisory, LLC | 454 | $113.9K | 0.01% | +156+52.3% | Added |
| Global Trust Asset Management, LLC | 460 | $115.3K | 0.06% | −27−5.5% | Reduced |
| CVA Family Office, LLC | 462 | $115.9K | 0.02% | +27+6.2% | Added |
| Grove Bank & Trust | 483 | $121.2K | 0.02% | −20−4.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 484 | $121.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 495 | $124.2K | 0.02% | +196+65.6% | Added |
| Onefund, LLC | 498 | $125.0K | 0.09% | +498 | New |
| Addison Advisors LLC | 500 | $125.4K | 0.03% | +20+4.2% | Added |
| Farmers & Merchants Investments Inc | 507 | $127.2K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 523 | $131.2K | 0.08% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 507 | $131.2K | 0.03% | +3+0.6% | Added |
| Hilltop National Bank | 526 | $131.9K | 0.03% | +526 | New |
| Capital Advisors, Ltd. LLC | 525 | $132.0K | 0.02% | +46+9.6% | Added |
| Barrett & Company, Inc. | 539 | $135.3K | 0.05% | −20−3.6% | Reduced |
| TCTC Holdings, LLC | 550 | $138.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 555 | $139.2K | 0.01% | +555 | New |
| Park Square Financial Group, LLC | 561 | $140.7K | 0.10% | −13−2.3% | Reduced |
| CoreCap Advisors, LLC | 564 | $141.5K | 0.01% | −5−0.9% | Reduced |
| Thompson Investment Management, Inc. | 572 | $143.5K | 0.02% | +16+2.9% | Added |
| Asset Dedication, LLC | 592 | $148.5K | 0.01% | +123+26.2% | Added |
| Covestor Ltd | 593 | $149.0K | 0.09% | −94−13.7% | Reduced |
| Sentry Investment Management LLC | 596 | $153.0K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 614 | $154.0K | 0.09% | +24+4.1% | Added |
| Wolff Wiese Magana LLC | 615 | $154.3K | 0.10% | −30−4.7% | Reduced |
| Bangor Savings Bank | 616 | $154.5K | 0.01% | −7−1.1% | Reduced |
| Graney & King, LLC | 623 | $156.3K | 0.10% | +3+0.5% | Added |
| Sound Income Strategies, LLC | 627 | $157.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 638 | $160.0K | 0.04% | +474+289.0% | Added |
| Ameritas Advisory Services, LLC | 646 | $162.1K | 0.01% | +646 | New |
| Parkside Financial Bank & Trust | 654 | $164.1K | 0.02% | +27+4.3% | Added |
| Oakworth Capital, Inc. | 671 | $168.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 673 | $168.9K | 0.06% | +11+1.7% | Added |
| Tompkins Financial Corp | 711 | $178.3K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 714 | $179.0K | 0.09% | +500+233.6% | Added |
| Indiana Trust & Investment Management CO | 715 | $179.4K | 0.06% | 00.0% | Unchanged |
| Transce3nd, LLC | 735 | $185.1K | 0.08% | +83+12.7% | Added |
| CX Institutional | 774 | $194.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 780 | $195.7K | 0.05% | +19+2.5% | Added |
| Global Retirement Partners, LLC | 798 | $200.2K | 0.00% | +798 | New |
| Clear Creek Financial Management, LLC | 799 | $200.4K | 0.02% | −529−39.8% | Reduced |
| Kavar Capital Partners Group, LLC | 800 | $200.7K | 0.03% | +800 | New |
| Evermay Wealth Management LLC | 801 | $200.9K | 0.02% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 805 | $201.9K | 0.07% | +805 | New |
| Souders Financial Advisors | 806 | $202.2K | 0.03% | +806 | New |
| Headinvest, LLC | 807 | $202.4K | 0.04% | +807 | New |
| Cornerstone Wealth Group, LLC | 810 | $203.1K | 0.02% | +810 | New |
| Howard Capital Management Group, LLC | 811 | $203.4K | 0.01% | +811 | New |
| Allegheny Financial Group LTD | 822 | $206.2K | 0.05% | +822 | New |
| Mather Group, LLC. | 829 | $207.8K | 0.00% | −101−10.9% | Reduced |
| Moneta Group Investment Advisors LLC | 830 | $208.2K | 0.00% | +830 | New |
| Rockline Wealth Management, LLC | 834 | $209.2K | 0.05% | +834 | New |
| Perbak Capital Partners LLP | 837 | $210.0K | 0.05% | +837 | New |
| Larson Financial Group LLC | 838 | $210.2K | 0.01% | +110+15.1% | Added |
| Vista Cima Wealth Management LLC | 840 | $210.7K | 0.20% | +840 | New |
| Letson Investment Management, Inc. | 842 | $211.2K | 0.08% | −577−40.7% | Reduced |
| Werba Rubin Papier Wealth Management | 842 | $211.2K | 0.04% | +842 | New |
| Murphy & Mullick Capital Management Corp | 778 | $211.3K | 0.17% | +25+3.3% | Added |
| Enterprise Bank & Trust Co | 844 | $211.7K | 0.08% | +844 | New |
| Center for Financial Planning, Inc. | 848 | $212.7K | 0.02% | −875−50.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 850 | $213.2K | 0.10% | −451−34.7% | Reduced |
| Wellington Shields Capital Management, LLC | 850 | $213.2K | 0.04% | −15,242−94.7% | Reduced |
| L.M. Kohn & Company | 850 | $213.2K | 0.06% | +850 | New |
| Heritage Wealth Advisors | 852 | $213.7K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 857 | $215.0K | 0.03% | +857 | New |
| Merrion Investment Management Co, LLC | 858 | $215.2K | 0.14% | +858 | New |
| Blue Zone Wealth Advisors, LLC | 858 | $215.2K | 0.05% | +858 | New |
| Intrua Financial, LLC | 863 | $216.5K | 0.03% | +863 | New |
| Cypress Asset Management Inc | 866 | $217.2K | 0.05% | +866 | New |
| Townsend Asset Management Corp | 867 | $217.5K | 0.08% | +867 | New |
| Whittier Trust Co | 868 | $217.7K | 0.00% | +50+6.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 869 | $218.0K | 0.03% | +869 | New |
