| Hall Laurie J Trustee | 775 | $231.0K | 0.08% | −75−8.8% | Reduced |
| Affiance Financial, LLC | 775 | $231.0K | 0.10% | +775 | New |
| Fusion Capital, LLC | 777 | $231.0K | 0.12% | +777 | New |
| Budros, Ruhlin & Roe, Inc. | 771 | $230.0K | 0.02% | +771 | New |
| 626 Financial, LLC | 772 | $230.0K | 0.14% | +772 | New |
| M&G Investment Management Ltd | 768 | $229.0K | 0.00% | +768 | New |
| Centaurus Financial, Inc. | 767 | $228.0K | 0.02% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 765 | $228.0K | 0.20% | +765 | New |
| Confluence Wealth Services, Inc. | 768 | $228.0K | 0.07% | +768 | New |
| SC&H Financial Advisors, Inc. | 761 | $227.0K | 0.13% | +761 | New |
| West Paces Advisors Inc. | 753 | $224.2K | 0.07% | +33+4.6% | Added |
| Family Firm, Inc. | 754 | $224.0K | 0.06% | +2+0.3% | Added |
| E&G Advisors, LP | 752 | $224.0K | 0.06% | +752 | New |
| Vigilant Capital Management, LLC | 748 | $223.0K | 0.02% | +10+1.4% | Added |
| High Net Worth Advisory Group LLC | 748 | $223.0K | 0.08% | +748 | New |
| Corrigan Financial, Inc. | 748 | $222.7K | 0.06% | −101−11.9% | Reduced |
| Walleye Trading LLC | 744 | $221.0K | 0.00% | +744 | New |
| Claret Asset Management Corp | 739 | $220.0K | 0.04% | +739 | New |
| Founders Financial Alliance, LLC | 737 | $219.0K | 0.09% | +737 | New |
| Cowa, LLC | 735 | $219.0K | 0.11% | +735 | New |
| Greenwood Capital Associates LLC | 732 | $218.0K | 0.03% | +732 | New |
| Arjuna Capital | 733 | $218.0K | 0.08% | +733 | New |
| Charter Oak Capital Management, LLC | 729 | $217.0K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 729 | $217.0K | 0.04% | +729 | New |
| US Financial Advisors, LLC | 728 | $217.0K | 0.10% | +728 | New |
| Addison Advisors LLC | 725 | $216.0K | 0.13% | +153+26.7% | Added |
| Ascent Wealth Partners, LLC | 725 | $216.0K | 0.04% | +725 | New |
| LVZ Advisors, Inc. | 727 | $216.0K | 0.03% | +727 | New |
| StoneX Group Inc. | 724 | $215.4K | 0.02% | +724 | New |
| Marco Investment Management LLC | 723 | $215.0K | 0.02% | +723 | New |
| Girard Partners Ltd. | 718 | $213.0K | 0.02% | +718 | New |
| Childress Capital Advisors, LLC | 717 | $213.0K | 0.09% | +717 | New |
| Tanager Wealth Management LLP | 715 | $213.0K | 0.16% | +715 | New |
| CX Institutional | 713 | $212.0K | 0.02% | −5,227−88.0% | Reduced |
| Plotkin Financial Advisors, LLC | 710 | $211.4K | 0.13% | +710 | New |
| Appleton Partners Inc | 709 | $211.0K | 0.02% | +709 | New |
| Smith & Howard Wealth Management, LLC | 710 | $211.0K | 0.10% | +710 | New |
| Lattice Capital Management, LLC | 710 | $211.0K | 0.22% | +710 | New |
| Csenge Advisory Group | 784 | $211.0K | 0.02% | +784 | New |
| Middleton & Co Inc | 707 | $210.0K | 0.02% | +707 | New |
| Aspiriant, LLC | 706 | $210.0K | 0.01% | +706 | New |
| Bill Few Associates, Inc. | 704 | $210.0K | 0.11% | +704 | 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 |
| FC Advisory LLC | 698 | $208.0K | 0.09% | +698 | New |
| Sweet Financial Partners, LLC | 700 | $208.0K | 0.09% | +700 | New |
| Independent Solutions Wealth Management, LLC | 698 | $207.8K | 0.05% | +698 | 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 |
| 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 |
| Donaldson Capital Management, LLC | 682 | $203.0K | 0.01% | +682 | New |
| AlphaStar Capital Management, LLC | 705 | $203.0K | 0.02% | +705 | 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 |
| LVM Capital Management Ltd | 672 | $200.0K | 0.03% | +672 | New |
| EverSource Wealth Advisors, LLC | 671 | $200.0K | 0.06% | +671 | New |
| Assetmark, Inc | 666 | $198.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 660 | $196.0K | 0.14% | +660 | New |
| Hudock, Inc. | 655 | $195.0K | 0.05% | −31−4.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $194.0K | 0.09% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 633 | $188.0K | 0.09% | −17−2.6% | Reduced |
| 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 |
| Norway Savings Bank | 618 | $184.0K | 0.08% | +33+5.6% | Added |
| Proffitt & Goodson Inc | 612 | $182.0K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 610 | $181.6K | 0.04% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 601 | $179.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 597 | $178.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 587 | $174.0K | 0.03% | +587 | New |
| Clean Yield Group | 566 | $169.0K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 565 | $168.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 559 | $166.0K | 0.10% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 550 | $164.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 530 | $158.0K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 529 | $157.0K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 528 | $157.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 515 | $153.0K | 0.05% | +53+11.5% | Added |
| Washington Trust Advisors, Inc. | 511 | $152.0K | 0.01% | +511 | New |
| Investors Research Corp | 500 | $149.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 500 | $149.0K | 0.01% | +500 | New |
| Stelac Advisory Services LLC | 489 | $146.0K | 0.04% | +489 | New |
| Centerpoint Advisors, LLC | 475 | $141.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 464 | $138.0K | 0.02% | +2+0.4% | Added |
| Glassman Wealth Services | 409 | $122.0K | 0.02% | −91−18.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 405 | $121.0K | 0.07% | +405 | New |
| 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 |
| Perkins Coie Trust Co | 395 | $118.0K | 0.03% | −13−3.2% | Reduced |
| Global Financial Private Client, LLC | 396 | $117.9K | 0.06% | 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 |