| Autus Asset Management, LLC | 615 | $213.0K | 0.02% | +615 | New |
| Madden Securities Corp | 615 | $213.0K | 0.10% | +615 | New |
| McRae Capital Management Inc | 610 | $211.0K | 0.04% | +610 | New |
| Resources Investment Advisors, LLC. | 606 | $210.0K | 0.01% | +606 | New |
| Alliance Wealth Advisors, LLC | 605 | $210.0K | 0.17% | +605 | New |
| Journey Strategic Wealth LLC | 605 | $210.0K | 0.02% | +605 | New |
| Charter Trust Co | 604 | $209.0K | 0.02% | +604 | New |
| Bluestein R H & Co | 600 | $208.0K | 0.01% | −150−20.0% | Reduced |
| Fenimore Asset Management Inc | 600 | $208.0K | 0.00% | +600 | New |
| Brave Asset Management Inc | 600 | $208.0K | 0.06% | +600 | New |
| Alan B. Lancz & Associates, Inc. | 600 | $208.0K | 0.18% | +600 | New |
| PDS Planning, Inc | 594 | $206.0K | 0.04% | +594 | New |
| HighTower Trust Services, LTA | 594 | $206.0K | 0.02% | +594 | New |
| Bath Savings Trust Co | 595 | $206.0K | 0.02% | +595 | New |
| Parsec Financial Management, Inc. | 593 | $205.0K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 591 | $205.0K | 0.06% | +591 | New |
| Brown, Lisle/Cummings, Inc. | 591 | $204.7K | 0.10% | +591 | New |
| ARGI Investment Services, LLC | 588 | $204.0K | 0.01% | +588 | New |
| Five Oceans Advisors | 588 | $204.0K | 0.18% | +588 | New |
| Missouri Trust & Investment Co | 590 | $204.0K | 0.12% | +590 | New |
| Nixon Peabody Trust Co | 585 | $203.0K | 0.06% | +585 | New |
| Advisor Resource Council | 586 | $203.0K | 0.02% | +586 | New |
| Cary Street Partners Asset Management LLC | 585 | $203.0K | 0.04% | +585 | New |
| Andesa Financial Management Inc. | 583 | $202.0K | 0.10% | +583 | New |
| SFMG, LLC | 581 | $201.0K | 0.02% | +581 | New |
| SignalPoint Asset Management, LLC | 581 | $201.0K | 0.06% | +581 | New |
| IAM Advisory, LLC | 600 | $201.0K | 0.08% | +600 | New |
| Carolinas Wealth Consulting LLC | 577 | $200.0K | 0.04% | +214+59.0% | Added |
| Segment Wealth Management, LLC | 578 | $200.0K | 0.02% | +578 | New |
| Aevitas Wealth Management, Inc. | 578 | $200.0K | 0.12% | +578 | New |
| Allworth Financial LP | 539 | $187.0K | 0.00% | −129−19.3% | Reduced |
| Vectors Research Management, LLC | 540 | $187.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 534 | $185.0K | 0.10% | +534 | New |
| Massmutual Trust Co FSB | 521 | $180.0K | 0.01% | −93−15.1% | Reduced |
| Wolff Wiese Magana LLC | 507 | $176.0K | 0.11% | +21+4.3% | Added |
| Paradigm Asset Management Co LLC | 497 | $172.2K | 0.04% | +497 | New |
| Gables Capital Management Inc. | 490 | $170.0K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 489 | $169.0K | 0.14% | +489 | New |
| Koshinski Asset Management, Inc. | 483 | $167.3K | 0.01% | +83+20.8% | Added |
| Lindbrook Capital, LLC | 481 | $167.0K | 0.03% | +62+14.8% | Added |
| Pacific Center for Financial Services | 474 | $164.0K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 475 | $163.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 471 | $161.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 459 | $159.0K | 0.01% | +459 | New |
| Newfound Research LLC | 455 | $158.0K | 0.19% | +70+18.2% | Added |
| Blume Capital Management, Inc. | 440 | $152.0K | 0.05% | 00.0% | Unchanged |
| Ossiam | 418 | $145.0K | 0.00% | −74,158−99.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 409 | $142.0K | 0.07% | +409 | New |
| Atlas Capital Advisors LLC | 402 | $139.3K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 400 | $139.0K | 0.04% | +41+11.4% | Added |
| Knights of Columbus Asset Advisors LLC | 400 | $139.0K | 0.01% | +400 | New |
| Anchor Investment Management, LLC | 395 | $136.8K | 0.02% | +20+5.3% | Added |
| Exchange Traded Concepts, LLC | 377 | $131.0K | 0.00% | −3−0.8% | Reduced |
| Amplius Wealth Advisors, LLC | 378 | $130.0K | 0.02% | +378 | New |
| Concord Wealth Partners | 357 | $124.0K | 0.03% | +325+1,015.6% | Added |
| NewSquare Capital LLC | 351 | $122.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 345 | $120.0K | 0.03% | −40−10.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 346 | $120.0K | 0.02% | +4+1.2% | Added |
| West Paces Advisors Inc. | 346 | $119.9K | 0.04% | +13+3.9% | Added |
| Financial Management Professionals, Inc. | 342 | $118.0K | 0.03% | −4−1.2% | Reduced |
| Piscataqua Savings Bank | 335 | $116.0K | 0.09% | −10−2.9% | Reduced |
| Okabena Investment Services Inc | 333 | $115.0K | 0.04% | +23+7.4% | Added |
| Optimum Investment Advisors | 330 | $114.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 325 | $113.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 320 | $111.0K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 323 | $111.0K | 0.09% | +323 | New |
| Freedman Financial Associates, Inc. | 300 | $104.0K | 0.07% | −6−2.0% | Reduced |
| Baldwin Brothers Inc | 300 | $104.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 300 | $104.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 300 | $104.0K | 0.00% | +31+11.5% | Added |
| Heritage Wealth Advisors | 300 | $104.0K | 0.01% | +200+200.0% | Added |
| Northwest Investment Counselors, LLC | 300 | $104.0K | 0.03% | +300 | New |
| KRS Capital Management, LLC | 300 | $103.0K | 0.09% | +300 | New |
| Glassman Wealth Services | 287 | $99.0K | 0.02% | +52+22.1% | Added |
| Creative Financial Designs Inc | 280 | $97.0K | 0.01% | −14−4.8% | Reduced |
| Arrow Financial Corp | 275 | $95.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 268 | $93.0K | 0.01% | −3−1.1% | Reduced |
| Tarbox Family Office, Inc. | 253 | $88.0K | 0.02% | −6−2.3% | Reduced |
| Norway Savings Bank | 251 | $87.0K | 0.04% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 250 | $87.0K | 0.04% | +250 | New |
| Private Ocean, LLC | 244 | $85.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 241 | $83.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 237 | $82.0K | 0.01% | +22+10.2% | Added |
| Hillsdale Investment Management Inc. | 230 | $80.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 225 | $78.0K | 0.02% | −44−16.4% | Reduced |
| Versant Capital Management, Inc | 224 | $78.0K | 0.03% | −10−4.3% | Reduced |
| Trustcore Financial Services, LLC | 225 | $78.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 221 | $77.0K | 0.02% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 217 | $75.0K | 0.06% | +217 | New |
| West Branch Capital LLC | 214 | $74.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 215 | $74.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 212 | $73.0K | 0.01% | +64+43.2% | Added |
| Arlington Partners LLC | 212 | $73.0K | 0.02% | +212 | New |
| Citizens National Bank Trust Department | 211 | $73.0K | 0.03% | +211 | New |
| Sargent Bickham Lagudis LLC | 207 | $72.0K | 0.01% | +19+10.1% | Added |
| DB Wealth Management Group, LLC | 202 | $70.0K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 203 | $70.0K | 0.00% | +20+10.9% | Added |
| Riggs Asset Managment Co. Inc. | 200 | $69.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $69.0K | 0.10% | +200 | New |
| Shore Point Advisors, LLC | 200 | $69.0K | 0.06% | +200 | New |
