| Granite FO LLC | 400 | $111.0K | 0.07% | +400 | New |
| Cornerstone Management, Inc. | 400 | $111.1K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $111.1K | 0.06% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 406 | $112.8K | 0.05% | −1−0.2% | Reduced |
| Morton Brown Family Wealth, LLC | 414 | $115.0K | 0.07% | −304−42.3% | Reduced |
| True Wealth Design, LLC | 419 | $116.4K | 0.05% | −3−0.7% | Reduced |
| Marathon Trading Investment Management LLC | 422 | $117.2K | 0.06% | −1,795−81.0% | Reduced |
| Capital Advisors, Ltd. LLC | 431 | $120.0K | 0.02% | −1,122−72.2% | Reduced |
| Raleigh Capital Management Inc. | 433 | $120.3K | 0.06% | +286+194.6% | Added |
| Register Financial Advisors LLC | 443 | $123.1K | 0.10% | +157+54.9% | Added |
| Steward Financial Group LLC | 455 | $126.0K | 0.04% | +82+22.0% | Added |
| Ogorek Anthony Joseph | 458 | $127.0K | 0.05% | +58+14.5% | Added |
| Cyrus J. Lawrence, LLC | 463 | $128.0K | 0.04% | −28−5.7% | Reduced |
| PFG Private Wealth Management, LLC | 463 | $128.6K | 0.08% | −20−4.1% | Reduced |
| Center for Financial Planning, Inc. | 464 | $128.9K | 0.03% | −100−17.7% | Reduced |
| Financial Freedom, LLC | 469 | $130.2K | 0.09% | −224−32.3% | Reduced |
| Vigilant Capital Management, LLC | 470 | $131.0K | 0.01% | −28−5.6% | Reduced |
| Stone House Investment Management, LLC | 478 | $132.8K | 0.04% | +478 | New |
| Oliver Lagore Vanvalin Investment Group | 486 | $135.0K | 0.06% | −1,457−75.0% | Reduced |
| NewSquare Capital LLC | 490 | $136.1K | 0.02% | +239+95.2% | Added |
| Cedar Wealth Management, LLC | 494 | $137.2K | 0.06% | +52+11.8% | Added |
| Bellevue Asset Management, LLC | 494 | $137.2K | 0.09% | +15+3.1% | Added |
| AlphaMark Advisors, LLC | 496 | $138.0K | 0.06% | −52−9.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 498 | $138.4K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $138.9K | 0.12% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 505 | $140.3K | 0.09% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 514 | $142.7K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 538 | $149.4K | 0.07% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 554 | $153.9K | 0.08% | −307−35.7% | Reduced |
| Chesapeake Asset Management LLC | 559 | $155.3K | 0.14% | +559 | New |
| Stelac Advisory Services LLC | 572 | $158.9K | 0.07% | +572 | New |
| Kelly Financial Services LLC | 591 | $164.1K | 0.08% | −22−3.6% | Reduced |
| WFA Asset Management Corp | 592 | $164.5K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 594 | $165.0K | 0.16% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 599 | $166.4K | 0.13% | 00.0% | Unchanged |
| First Community Trust NA | 600 | $166.7K | 0.20% | −200−25.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 600 | $166.7K | 0.13% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 624 | $173.3K | 0.02% | +624 | New |
| Core Wealth Advisors, Inc. | 624 | $173.3K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 642 | $178.3K | 0.07% | +39+6.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 662 | $183.9K | 0.09% | +97+17.2% | Added |
| New England Capital Financial Advisors LLC | 669 | $185.9K | 0.13% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 692 | $192.0K | 0.10% | 00.0% | Unchanged |
| Sageworth Trust Co | 694 | $192.8K | 0.01% | +93+15.5% | Added |
| LSV Asset Management | 700 | $194.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 715 | $199.0K | 0.04% | 00.0% | Unchanged |
| James Hambro & Partners | 723 | $200.8K | 0.01% | +723 | New |
| Nalls Sherbakoff Group, LLC | 734 | $201.0K | 0.20% | +734 | New |
| WealthTrust Axiom LLC | 724 | $201.3K | 0.07% | +724 | New |
| Princeton Global Asset Management LLC | 725 | $201.4K | 0.06% | +15+2.1% | Added |
| Ayrshire Capital Management LLC | 727 | $201.9K | 0.14% | +727 | New |
| Private Capital Management, LLC | 728 | $202.3K | 0.02% | +728 | New |
| Bridgeworth, LLC | 730 | $202.7K | 0.03% | +730 | New |
| Arrowroot Family Office, LLC | 730 | $202.8K | 0.17% | +730 | New |
| Atlantic Trust, LLC | 731 | $203.1K | 0.06% | +731 | New |
| Tobias Financial Advisors, Inc. | 731 | $203.1K | 0.06% | −746−50.5% | Reduced |
| Blackhawk Capital Partners LLC. | 733 | $203.6K | 0.15% | +733 | New |
| Institutional & Family Asset Management, LLC | 739 | $205.3K | 0.03% | −45−5.7% | Reduced |
| Shoker Investment Counsel, Inc. | 739 | $205.3K | 0.09% | +739 | New |
| Garrett Wealth Advisory Group, LLC | 740 | $205.6K | 0.10% | +740 | New |
| Dantai Capital Ltd | 740 | $205.6K | 0.25% | +740 | New |
| Martingale Asset Management L P | 745 | $206.9K | 0.00% | +745 | New |
| Private Wealth Strategies, L.L.C. | 745 | $207.0K | 0.05% | +745 | New |
| Blue Bell Private Wealth Management, LLC | 746 | $207.2K | 0.06% | +80+12.0% | Added |
| Value Partners Investments Inc. | 750 | $208.1K | 0.02% | +750 | New |
| Merrion Investment Management Co, LLC | 750 | $208.3K | 0.20% | +750 | New |
| StrongBox Wealth, LLC | 751 | $208.6K | 0.14% | +751 | New |
| Luts & Greenleigh Group, Inc | 751 | $208.6K | 0.26% | +751 | New |
| Cape Investment Advisory, Inc. | 752 | $208.8K | 0.13% | +752 | New |
| White Pine Capital LLC | 752 | $208.9K | 0.08% | +752 | New |
| Avalon Trust Co | 753 | $209.2K | 0.02% | +753 | New |
| Indie Asset Partners, LLC | 753 | $209.2K | 0.24% | +753 | New |
| Lewis Capital Management, LLC | 754 | $209.4K | 0.31% | +754 | New |
| Litman Gregory Asset Management LLC | 754 | $209.5K | 0.08% | +754 | New |
| Satovsky Asset Management LLC | 754 | $209.5K | 0.08% | +754 | New |
| Lokken Investment Group LLC | 755 | $209.7K | 0.16% | +755 | New |
| Bogart Wealth, LLC | 755 | $209.7K | 0.01% | −48−6.0% | Reduced |
| Northstar Group, Inc. | 757 | $210.3K | 0.05% | +757 | New |
| Phillips Financial Management, LLC | 760 | $211.1K | 0.02% | +760 | New |
| Lafayette Investments, Inc. | 760 | $211.1K | 0.06% | +760 | New |
| Well Done, LLC | 762 | $211.7K | 0.05% | +762 | New |
| Cora Capital Advisors LLC | 762 | $211.7K | 0.16% | +762 | New |
| Legacy Financial Group, Inc. | 762 | $211.7K | 0.12% | +762 | New |
| JFS Wealth Advisors, LLC | 763 | $212.0K | 0.02% | −8−1.0% | Reduced |
| Genesee Capital Advisors, LLC | 766 | $212.9K | 0.15% | +766 | New |
| DCM Advisors, LLC | 769 | $213.6K | 0.10% | +769 | New |
| RPg Family Wealth Advisory, LLC | 772 | $214.4K | 0.12% | +772 | New |
| Wills Financial Group, Inc. | 772 | $214.5K | 0.12% | +772 | New |
| Jarislowsky, Fraser Ltd | 773 | $214.7K | 0.00% | +773 | New |
| Pin Oak Investment Advisors Inc | 775 | $215.0K | 0.27% | +635+453.6% | Added |
| Sym Financial Corp | 775 | $215.3K | 0.05% | +775 | New |
| Fiduciary Planning LLC | 777 | $215.7K | 0.10% | −5,385−87.4% | Reduced |
| Joseph Group Capital Management | 780 | $216.7K | 0.19% | −675−46.4% | Reduced |
| Imprint Wealth LLC | 777 | $217.0K | 0.14% | +777 | New |
| Pinnacle Holdings, LLC | 783 | $217.4K | 0.10% | +783 | New |
| McMahon Financial Advisors, LLC | 785 | $217.9K | 0.07% | +785 | New |
| Goelzer Investment Management, Inc. | 786 | $218.3K | 0.02% | +786 | New |
| Ballew Advisors, Inc | 533 | $219.3K | 0.16% | +533 | New |
| Signature Wealth Management Partners, LLC | 790 | $219.4K | 0.20% | +790 | New |
| Waterfront Wealth Inc. | 793 | $220.3K | 0.07% | +793 | New |