| NewSquare Capital LLC | 211 | $63.0K | 0.01% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 210 | $63.0K | 0.06% | +210 | New |
| Baldrige Asset Management LLC | 220 | $65.0K | 0.03% | 00.0% | Unchanged |
| Motco | 219 | $65.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 217 | $65.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 249 | $66.0K | 0.03% | +10+4.2% | Added |
| Semmax Financial Advisors Inc. | 227 | $68.0K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 227 | $68.0K | 0.00% | +152+202.7% | Added |
| Bellevue Asset Management, LLC | 240 | $71.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 238 | $71.0K | 0.00% | +7+3.0% | Added |
| Country Trust Bank | 245 | $73.0K | 0.00% | −38−13.4% | Reduced |
| Massmutual Trust Co FSB | 245 | $73.0K | 0.00% | +9+3.8% | Added |
| Dividend Assets Capital, LLC | 250 | $74.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $74.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 249 | $74.0K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 251 | $75.0K | 0.02% | +44+21.3% | Added |
| AIA Group Ltd | 251 | $75.0K | 0.00% | +251 | New |
| Covestor Ltd | 250 | $75.0K | 0.11% | +250 | New |
| Patriot Financial Group Insurance Agency, LLC | 262 | $78.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 262 | $78.0K | 0.02% | +262 | New |
| Wolff Wiese Magana LLC | 277 | $82.0K | 0.05% | −16−5.5% | Reduced |
| Sittner & Nelson, LLC | 276 | $82.0K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 278 | $83.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 279 | $83.0K | 0.01% | +279 | New |
| Financial Connections Group, Inc. | 290 | $86.0K | 0.08% | +290 | New |
| Sutton Wealth Advisors Inc. | 294 | $87.5K | 0.03% | +1+0.3% | Added |
| Disciplined Investments, LLC | 294 | $88.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 300 | $89.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $89.0K | 0.06% | +300 | New |
| Widmann Financial Services, Inc. | 303 | $90.0K | 0.07% | +303 | New |
| Eagle Bay Advisors LLC | 308 | $92.0K | 0.06% | −308−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 311 | $93.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 314 | $93.0K | 0.02% | +25+8.7% | Added |
| Northern Oak Wealth Management Inc | 316 | $94.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 353 | $96.0K | 0.00% | +353 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 328 | $98.0K | 0.00% | −5,338−94.2% | Reduced |
| TCTC Holdings, LLC | 340 | $101.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 340 | $101.0K | 0.05% | +122+56.0% | Added |
| Stonebridge Financial Planning Group, LLC | 376 | $102.0K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 349 | $103.9K | 0.09% | +349 | New |
| Godsey & Gibb Associates | 360 | $107.0K | 0.03% | +360 | New |
| Horrell Capital Management, Inc. | 362 | $108.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $108.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 366 | $109.0K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 383 | $114.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 383 | $114.0K | 0.01% | +21+5.8% | Added |
| American Research & Management Co. | 382 | $114.0K | 0.02% | +82+27.3% | Added |
| Fortitude Advisory Group L.L.C. | 382 | $114.0K | 0.06% | +382 | New |
| Global Financial Private Client, LLC | 396 | $117.9K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 395 | $118.0K | 0.03% | −13−3.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 399 | $119.0K | 0.02% | −100−20.0% | Reduced |
| Webster Bank, N. A. | 400 | $119.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 400 | $119.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 400 | $119.0K | 0.02% | +400 | New |
| Crewe Advisors LLC | 400 | $119.0K | 0.02% | +400 | New |
| Cassady Schiller Wealth Management, LLC | 405 | $121.0K | 0.07% | +405 | New |
| Glassman Wealth Services | 409 | $122.0K | 0.02% | −91−18.2% | Reduced |
| Capital Advisors, Ltd. LLC | 464 | $138.0K | 0.02% | +2+0.4% | Added |
| Centerpoint Advisors, LLC | 475 | $141.0K | 0.06% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 489 | $146.0K | 0.04% | +489 | New |
| Investors Research Corp | 500 | $149.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 500 | $149.0K | 0.01% | +500 | New |
| Washington Trust Advisors, Inc. | 511 | $152.0K | 0.01% | +511 | New |
| Annapolis Financial Services, LLC | 515 | $153.0K | 0.05% | +53+11.5% | Added |
| Rosenberg Matthew Hamilton | 529 | $157.0K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 528 | $157.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 530 | $158.0K | 0.10% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 550 | $164.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 559 | $166.0K | 0.10% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 565 | $168.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 566 | $169.0K | 0.06% | 00.0% | Unchanged |
| Curi Capital | 587 | $174.0K | 0.03% | +587 | New |
| Trustcore Financial Services, LLC | 597 | $178.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 601 | $179.0K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 610 | $181.6K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 612 | $182.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 618 | $184.0K | 0.08% | +33+5.6% | Added |
| AllSquare Wealth Management LLC | 626 | $186.0K | 0.11% | −29−4.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 625 | $186.0K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 633 | $188.0K | 0.09% | −17−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $194.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 655 | $195.0K | 0.05% | −31−4.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 660 | $196.0K | 0.14% | +660 | New |
| Assetmark, Inc | 666 | $198.0K | 0.00% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 672 | $200.0K | 0.03% | +672 | New |
| EverSource Wealth Advisors, LLC | 671 | $200.0K | 0.06% | +671 | New |
| Marshall & Sullivan Inc | 675 | $201.0K | 0.10% | +675 | New |
| FLC Capital Advisors | 675 | $201.0K | 0.06% | +675 | New |
| Kinloch Capital, LLC | 676 | $201.0K | 0.12% | +676 | New |
| Donaldson Capital Management, LLC | 682 | $203.0K | 0.01% | +682 | New |
| AlphaStar Capital Management, LLC | 705 | $203.0K | 0.02% | +705 | New |
| Plimoth Trust Co LLC | 685 | $204.0K | 0.05% | +685 | New |
| Poehling Capital Management, LLC | 684 | $204.0K | 0.07% | +684 | New |
| Latitude Advisors, LLC | 685 | $204.0K | 0.06% | +685 | New |
| Baystate Wealth Management LLC | 696 | $207.0K | 0.02% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 695 | $207.0K | 0.01% | +5+0.7% | Added |
| Independent Solutions Wealth Management, LLC | 698 | $207.8K | 0.05% | +698 | New |
| S&T Bank | 700 | $208.0K | 0.03% | +700 | New |
| Goodwin Daniel L | 700 | $208.0K | 0.09% | +700 | New |
| Nixon Peabody Trust Co | 700 | $208.0K | 0.06% | +700 | New |