| Cutter & CO Brokerage, Inc. | 833 | $215.0K | 0.06% | +833 | New |
| Argent Advisors, Inc. | 830 | $215.0K | 0.12% | +830 | New |
| Financial Insights, Inc. | 833 | $215.0K | 0.19% | +833 | New |
| Engrave Wealth Partners LLC | 833 | $215.0K | 0.06% | +833 | New |
| Kingfisher Capital LLC | 829 | $214.0K | 0.05% | +829 | New |
| Titan Capital Management, LLC | 829 | $214.0K | 0.19% | +829 | New |
| Capital Insight Partners, LLC | 826 | $214.0K | 0.04% | +826 | New |
| Rainey & Randall Investment Management Inc. | 828 | $214.0K | 0.09% | +828 | New |
| Willis Johnson & Associates, Inc. | 827 | $214.0K | 0.03% | +827 | New |
| Fountainhead AM, LLC | 824 | $213.0K | 0.09% | −187−18.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 818 | $213.0K | 0.04% | +818 | New |
| Leeward Financial Partners, LLC | 823 | $213.0K | 0.13% | +823 | New |
| Wealth Architects, LLC | 821 | $212.0K | 0.04% | +821 | New |
| Sovereign Financial Group, Inc. | 819 | $212.0K | 0.09% | +819 | New |
| JBJ Investment Partners, LLC | 815 | $211.0K | 0.04% | +815 | New |
| Trellis Advisors, LLC | 812 | $210.0K | 0.10% | +812 | New |
| Pensionmark Financial Group, LLC | 921 | $209.0K | 0.04% | +921 | New |
| Smallwood Wealth Investment Management, LLC | 808 | $209.0K | 0.19% | +808 | New |
| SOA Wealth Advisors, LLC. | 812 | $208.0K | 0.05% | 00.0% | Unchanged |
| Accredited Investors Inc. | 803 | $208.0K | 0.02% | +803 | New |
| Claraphi Advisory Network, LLC | 806 | $208.0K | 0.07% | +806 | New |
| Armstrong Henry H Associates Inc | 800 | $207.0K | 0.02% | +800 | New |
| Texas Capital Bancshares Inc | 800 | $207.0K | 0.12% | +800 | New |
| Ziegler Capital Management, LLC | 800 | $207.0K | 0.01% | +800 | New |
| V2 Financial group LLC | 800 | $206.8K | 0.16% | +800 | New |
| Hancock Whitney Investment Services Inc. | 793 | $206.0K | 0.04% | +793 | New |
| Asset Management Group, Inc. | 797 | $206.0K | 0.04% | +797 | New |
| Single Point Partners, LLC | 799 | $206.0K | 0.06% | +799 | New |
| Ballast Advisors LLC | 798 | $206.0K | 0.08% | +798 | New |
| Diversified, LLC | 796 | $206.0K | 0.09% | +796 | New |
| Hudock, Inc. | 793 | $205.0K | 0.06% | −14−1.7% | Reduced |
| MMBG Investment Advisors Co. | 795 | $205.0K | 0.02% | +795 | New |
| Addison Advisors LLC | 791 | $204.0K | 0.13% | +32+4.2% | Added |
| Citizens & Northern Corp | 790 | $204.0K | 0.07% | +790 | New |
| Sugarloaf Wealth Management, LLC | 785 | $203.0K | 0.05% | +1+0.1% | Added |
| Focus Financial Network, Inc. | 784 | $202.6K | 0.03% | +784 | New |
| Round Table Services, LLC | 782 | $202.0K | 0.04% | +782 | New |
| WNY Asset Management, LLC | 781 | $202.0K | 0.06% | +781 | New |
| SlateStone Wealth, LLC | 777 | $201.0K | 0.04% | +777 | New |
| Compass Financial Advisors LLC | 776 | $201.0K | 0.22% | +776 | New |
| Rowland & Co Investment Counsel | 772 | $199.5K | 0.04% | +772 | New |
| HHM Wealth Advisors, LLC | 765 | $198.0K | 0.05% | +725+1,812.5% | Added |
| Corsicana & Co. | 740 | $191.0K | 0.12% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 738 | $191.0K | 0.06% | +17+2.4% | Added |
| Avion Wealth | 723 | $187.0K | 0.05% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 718 | $185.6K | 0.08% | +227+46.2% | Added |
| State of Wyoming | 715 | $185.0K | 0.09% | −29−3.9% | Reduced |
| KB Financial Partners, LLC | 710 | $184.0K | 0.05% | −1,007−58.6% | Reduced |
| Amplius Wealth Advisors, LLC | 703 | $181.0K | 0.02% | +703 | New |
| Providence Capital Advisors, LLC | 693 | $179.0K | 0.05% | −82−10.6% | Reduced |
| NVWM, LLC | 687 | $175.0K | 0.05% | +92+15.5% | Added |
| Focused Wealth Management, Inc | 657 | $170.0K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 658 | $170.0K | 0.11% | +658 | New |
| Eagle Bay Advisors LLC | 655 | $169.0K | 0.11% | −126−16.1% | Reduced |
| Private Ocean, LLC | 654 | $169.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 653 | $169.0K | 0.00% | +10+1.6% | Added |
| Aquire Wealth Advisors, LLC | 632 | $163.0K | 0.09% | +632 | New |
| Larson Financial Group LLC | 626 | $162.0K | 0.03% | −4−0.6% | Reduced |
| West Financial Advisors, LLC | 615 | $159.0K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 623 | $159.0K | 0.13% | +623 | New |
| Ten Capital Wealth Advisors, LLC | 600 | $155.0K | 0.06% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 533 | $138.0K | 0.06% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 521 | $135.0K | 0.10% | 00.0% | Unchanged |
| Tobam | 524 | $135.0K | 0.01% | +276+111.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 518 | $134.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 517 | $133.0K | 0.06% | +517 | New |
| Wagner Wealth Management, LLC | 512 | $132.0K | 0.10% | 00.0% | Unchanged |
| New England Asset Management Inc | 510 | $132.0K | 0.00% | +510 | New |
| Crewe Advisors LLC | 499 | $129.0K | 0.03% | +299+149.5% | Added |
| Caerus Investment Advisors, LLC | 500 | $129.0K | 0.15% | +500 | New |
| Centerpoint Advisors, LLC | 497 | $128.0K | 0.06% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 497 | $128.0K | 0.08% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 488 | $126.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 487 | $126.0K | 0.06% | +206+73.3% | Added |
| Fortitude Advisory Group L.L.C. | 488 | $126.0K | 0.06% | +488 | New |
| Bellevue Asset Management, LLC | 484 | $125.0K | 0.07% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 480 | $124.0K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 480 | $124.0K | 0.02% | +480 | New |
| Total Clarity Wealth Management, Inc. | 474 | $123.0K | 0.06% | +117+32.8% | Added |
| Widmann Financial Services, Inc. | 472 | $122.0K | 0.10% | +472 | New |
| Gemmer Asset Management LLC | 467 | $121.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 463 | $120.0K | 0.09% | +38+8.9% | Added |
| Itau Unibanco Holding S.A. | 463 | $119.0K | 0.00% | −395−46.0% | Reduced |
| MV Capital Management, Inc. | 452 | $117.0K | 0.02% | +35+8.4% | Added |
| Annapolis Financial Services, LLC | 454 | $117.0K | 0.04% | +135+42.3% | Added |
| McIlrath & Eck, LLC | 448 | $116.0K | 0.03% | −133−22.9% | Reduced |
| Lipe & Dalton | 450 | $116.0K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 435 | $112.4K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 434 | $112.0K | 0.01% | +434 | New |
| Lenox Wealth Advisors, LLC | 429 | $111.0K | 0.01% | +398+1,283.9% | Added |
| Level Financial Advisors, Inc. | 430 | $111.0K | 0.08% | +430 | New |
| Tacita Capital Inc | 425 | $110.0K | 0.06% | −90−17.5% | Reduced |
| Emfo, LLC | 411 | $106.0K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 408 | $105.5K | 0.02% | −47−10.3% | Reduced |
| Rocky Mountain Advisers, LLC | 407 | $105.0K | 0.12% | 00.0% | Unchanged |
| First PREMIER Bank | 408 | $105.0K | 0.03% | +3+0.7% | Added |
| Center for Financial Planning, Inc. | 403 | $104.0K | 0.02% | +130+47.6% | Added |
| West Paces Advisors Inc. | 395 | $102.1K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 394 | $101.8K | 0.08% | +394 | New |
| AIA Group Ltd | 376 | $97.0K | 0.00% | −830−68.8% | Reduced |
