| Oakworth Capital, Inc. | 196 | $68.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 193 | $66.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 190 | $66.0K | 0.01% | +63+49.6% | Added |
| Seldon Capital LP | 190 | $66.0K | 0.04% | +190 | New |
| Washington Trust Co | 185 | $64.0K | 0.00% | +9+5.1% | Added |
| Operose Advisors LLC | 179 | $62.0K | 0.05% | +179 | New |
| Old Second National Bank of Aurora | 250 | $61.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 169 | $59.0K | 0.03% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 171 | $59.0K | 0.00% | +6+3.6% | Added |
| Catalyst Capital Advisors LLC | 171 | $59.0K | 0.00% | +6+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 171 | $59.0K | 0.01% | +13+8.2% | Added |
| Community Bank, N.A. | 166 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 162 | $56.1K | 0.02% | +162 | New |
| Harbor Investment Advisory, LLC | 162 | $56.0K | 0.01% | −34−17.3% | Reduced |
| City Holding Co | 188 | $55.0K | 0.01% | −56−23.0% | Reduced |
| MV Capital Management, Inc. | 159 | $55.0K | 0.01% | +21+15.2% | Added |
| Harvest Fund Management Co., Ltd | 158 | $54.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 157 | $54.0K | 0.00% | +131+503.8% | Added |
| Eagle Bay Advisors LLC | 153 | $53.0K | 0.03% | −149−49.3% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 150 | $51.0K | 0.05% | +150 | New |
| Tradition Wealth Management, LLC | 140 | $49.0K | 0.01% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 142 | $49.0K | 0.01% | +7+5.2% | Added |
| Raffa Wealth Management, LLC | 139 | $48.2K | 0.02% | −52−27.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 131 | $45.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 127 | $44.0K | 0.00% | +24+23.3% | Added |
| HBC Financial Services, PLLC | 125 | $43.0K | 0.03% | +25+25.0% | Added |
| Sutton Wealth Advisors Inc. | 124 | $43.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 121 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 119 | $41.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 119 | $41.0K | 0.01% | +31+35.2% | Added |
| Princeton Global Asset Management LLC | 115 | $40.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 110 | $38.0K | 0.01% | −14−11.3% | Reduced |
| Prestige Wealth Management Group LLC | 109 | $38.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 110 | $38.0K | 0.02% | +8+7.8% | Added |
| Bollard Group LLC | 107 | $37.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 91 | $32.0K | 0.01% | +91 | New |
| Desjardins Global Asset Management Inc. | 91 | $31.0K | 0.00% | +91 | New |
| Ritter Daniher Financial Advisory, LLC | 90 | $31.0K | 0.02% | +90 | New |
| MCF Advisors LLC | 83 | $29.0K | 0.62% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 78 | $27.0K | 0.02% | +78 | New |
| Rational Advisors LLC | 75 | $26.0K | 0.00% | +43+134.4% | Added |
| Signet Financial Management, LLC | 74 | $26.0K | 0.00% | +74 | New |
| High Net Worth Advisory Group LLC | 75 | $26.0K | 0.01% | +75 | New |
| Stonebridge Capital Advisors LLC | 73 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 72 | $25.0K | 0.04% | +72 | New |
| FinTrust Capital Advisors, LLC | 69 | $24.0K | 0.01% | +11+19.0% | Added |
| Strategic Asset Management, LLC | 66 | $23.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 66 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 65 | $22.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 63 | $22.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 61 | $21.0K | 0.02% | −105−63.3% | Reduced |
| Montag A & Associates Inc | 60 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 62 | $21.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 60 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $21.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $21.0K | 0.01% | +60 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 62 | $21.0K | 0.01% | +62 | New |
| Tyler-Stone Wealth Management | 61 | $21.0K | 0.01% | +61 | New |
| Sugarloaf Wealth Management, LLC | 58 | $20.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $19.0K | 0.00% | +1+1.9% | Added |
| Hexagon Capital Partners LLC | 56 | $19.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 54 | $19.0K | 0.00% | +9+20.0% | Added |
| Sierra Capital LLC | 55 | $19.0K | 0.00% | +50+1,000.0% | Added |
| Standard Family Office LLC | 55 | $19.0K | 0.17% | +55 | New |
| Institutional & Family Asset Management, LLC | 52 | $18.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 48 | $17.0K | 0.01% | −140−74.5% | Reduced |
| MD Financial Management Inc. | 48 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 48 | $17.0K | 0.00% | +48 | New |
| Rockbridge Investment Management, LCC | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 42 | $15.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 40 | $14.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 42 | $14.0K | 0.00% | +42 | New |
| Delos Wealth Advisors, LLC | 39 | $14.0K | 0.01% | +39 | New |
| SRS Capital Advisors, Inc. | 38 | $13.0K | 0.00% | +8+26.7% | Added |
| Wagner Wealth Management, LLC | 37 | $13.0K | 0.01% | +37 | New |
| Pin Oak Investment Advisors Inc | 36 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 31 | $11.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 29 | $10.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 30 | $10.0K | 0.01% | +30 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 27 | $9.00K | 0.01% | +27 | New |
| Kelly Financial Services LLC | 25 | $8.66K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 23 | $8.00K | 0.00% | −78−77.2% | Reduced |
| First Bank & Trust | 24 | $8.00K | 0.00% | +24 | New |
| Essex Investment Management Co LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 19 | $7.00K | 0.00% | +19 | New |
| Kenfarb & Co. | 21 | $7.00K | 0.01% | +21 | New |
| Westside Investment Management, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
