| Sargent Bickham Lagudis LLC | 610 | $50.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 605 | $50.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 600 | $50.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 608 | $50.0K | 0.01% | +56+10.1% | Added |
| Headlands Technologies LLC | 609 | $50.0K | 0.04% | +609 | New |
| Norwood Financial Corp | 600 | $49.7K | 0.08% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 570 | $47.2K | 0.02% | −8−1.4% | Reduced |
| Parkside Financial Bank & Trust | 569 | $47.2K | 0.01% | +66+13.1% | Added |
| Johnson Midwest Financial, LLC | 570 | $47.0K | 0.17% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 564 | $47.0K | 0.02% | +44+8.5% | Added |
| Farmers & Merchants Investments Inc | 566 | $46.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 554 | $45.9K | 0.01% | +554 | New |
| 3Chopt Investment Partners, LLC | 516 | $43.0K | 0.02% | +516 | New |
| Atticus Wealth Management, LLC | 500 | $41.4K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 497 | $41.2K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 472 | $39.1K | 0.02% | −36−7.1% | Reduced |
| Costello Asset Management, INC | 455 | $37.7K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 450 | $37.3K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 445 | $36.9K | 0.00% | +74+19.9% | Added |
| Pinebridge Investments, L.P. | 444 | $36.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 439 | $36.0K | 0.00% | +399+997.5% | Added |
| Annapolis Financial Services, LLC | 400 | $33.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $33.2K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 392 | $32.6K | 0.00% | +392 | New |
| Front Row Advisors LLC | 386 | $32.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 382 | $31.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 375 | $31.1K | 0.00% | +75+25.0% | Added |
| Compagnie Lombard Odier SCmA | 370 | $31.0K | 0.00% | +370 | New |
| TFC Financial Management | 374 | $31.0K | 0.01% | +2+0.5% | Added |
| Private Ocean, LLC | 362 | $30.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 360 | $30.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 359 | $29.8K | 0.00% | −87−19.5% | Reduced |
| Align Wealth Management, LLC | 400 | $28.5K | 0.02% | +400 | New |
| Western Pacific Wealth Management, LP | 340 | $28.2K | 0.02% | +40+13.3% | Added |
| Pathway Financial Advisers, LLC | 339 | $28.1K | 0.01% | +339 | New |
| South State Corp. | 324 | $26.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 319 | $26.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 304 | $25.2K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 303 | $25.1K | 0.00% | +303 | New |
| Newbridge Financial Services Group, Inc. | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 291 | $24.2K | 0.00% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 285 | $23.6K | 0.01% | +27+10.5% | Added |
| Covestor Ltd | 278 | $23.0K | 0.02% | +55+24.7% | Added |
| Key Financial Inc | 317 | $22.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 266 | $22.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 264 | $22.0K | 0.00% | +264 | New |
| JNBA Financial Advisors | 250 | $20.7K | 0.00% | −125−33.3% | Reduced |
| Fiduciary Alliance LLC | 244 | $20.2K | 0.01% | +244 | New |
| Norway Savings Bank | 237 | $19.6K | 0.01% | +55+30.2% | Added |
| Sutton Wealth Advisors Inc. | 235 | $19.5K | 0.01% | +34+16.9% | Added |
| Ogorek Anthony Joseph | 240 | $19.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 226 | $18.7K | 0.00% | +206+1,030.0% | Added |
| Assetmark, Inc | 224 | $18.6K | 0.00% | −55−19.7% | Reduced |
| Capital Advisors, Ltd. LLC | 218 | $18.0K | 0.00% | −35−13.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 212 | $17.6K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 208 | $17.5K | 0.01% | +208 | New |
| Tyler-Stone Wealth Management | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 200 | $16.6K | 0.00% | +19+10.5% | Added |
| Tanglewood Legacy Advisors, LLC | 200 | $16.6K | 0.01% | +200 | New |
| Valley National Advisers Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 163 | $13.6K | 0.00% | +163 | New |
| Pinnacle Financial Partners Inc | 160 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 161 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 151 | $12.5K | 0.00% | −42−21.8% | Reduced |
| Prestige Wealth Management Group LLC | 144 | $12.0K | 0.00% | −17−10.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 136 | $11.3K | 0.01% | +136 | New |
| MinichMacGregor Wealth Management, LLC | 133 | $11.0K | 0.00% | +133 | New |
| Bogart Wealth, LLC | 128 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $10.6K | 0.00% | −19−12.9% | Reduced |
| Colonial Trust Co | 119 | $10.0K | 0.00% | +119 | New |
| Winch Advisory Services, LLC | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 114 | $9.45K | 0.00% | +21+22.6% | Added |
| City Holding Co | 114 | $9.45K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 112 | $9.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 112 | $9.28K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 108 | $9.00K | 0.00% | +10+10.2% | Added |
| Financial Freedom, LLC | 103 | $8.53K | 0.01% | +103 | New |
| Harbour Investments, Inc. | 101 | $8.37K | 0.00% | +9+9.8% | Added |
| Horan Securities, Inc. | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $8.29K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 93 | $7.71K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 90 | $7.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $7.46K | 0.00% | +44+95.7% | Added |
| Delta Asset Management LLC | 75 | $6.22K | 0.00% | +75 | New |
| Baystate Wealth Management LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 62 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 55 | $5.00K | 0.00% | +55 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $4.97K | 0.00% | −692−92.0% | Reduced |
| Aspire Private Capital, LLC | 59 | $4.89K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $4.14K | 0.00% | +50 | New |
| Missouri Trust & Investment Co | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | −12−19.4% | Reduced |
| Schubert & Co | 41 | $3.40K | 0.00% | +2+5.1% | Added |
| Robbins Farley LLC | 40 | $3.32K | 0.00% | +40 | New |
| Dark Forest Capital Management LP | 38 | $3.15K | 0.00% | −83−68.6% | Reduced |
| Semmax Financial Advisors Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |