| Covington Capital Management | 564 | $95.0K | 0.00% | +23+4.3% | Added |
| Logan Capital Management Inc | 561 | $94.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 550 | $93.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 532 | $90.0K | 0.05% | +532 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 529 | $89.0K | 0.05% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 529 | $89.0K | 0.01% | +529 | New |
| Costello Asset Management, INC | 521 | $88.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 514 | $87.0K | 0.00% | +270+110.7% | Added |
| Simon Quick Advisors, LLC | 513 | $86.0K | 0.02% | −11−2.1% | Reduced |
| Caldwell Trust Co | 500 | $84.2K | 0.01% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 500 | $84.0K | 0.02% | +500 | New |
| Investment Research & Advisory Group, Inc. | 488 | $82.0K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 484 | $81.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 469 | $79.0K | 0.02% | +67+16.7% | Added |
| Ancora Advisors, LLC | 466 | $78.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 462 | $78.0K | 0.02% | +80+20.9% | Added |
| Founders Capital Management | 457 | $77.0K | 0.05% | +52+12.8% | Added |
| Perkins Coie Trust Co | 432 | $73.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 423 | $71.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 423 | $71.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 400 | $67.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 390 | $66.0K | 0.03% | +200+105.3% | Added |
| Montag A & Associates Inc | 367 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 367 | $62.0K | 0.01% | +9+2.5% | Added |
| First Community Trust NA | 366 | $61.6K | 0.05% | +366 | New |
| Graves-Light Private Wealth Management, Inc. | 363 | $61.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 360 | $61.0K | 0.01% | +21+6.2% | Added |
| North Star Investment Management Corp. | 360 | $61.0K | 0.00% | +360 | New |
| Trustcore Financial Services, LLC | 353 | $60.0K | 0.01% | +1+0.3% | Added |
| Capstone Investment Advisors, LLC | 356 | $60.0K | 0.00% | +222+165.7% | Added |
| Sofos Investments, Inc. | 504 | $59.0K | 0.00% | +504 | New |
| Bay Harbor Wealth Management, LLC | 372 | $57.0K | 0.02% | +12+3.3% | Added |
| Hoey Investments, Inc | 325 | $55.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 308 | $52.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 302 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 305 | $51.0K | 0.00% | +281+1,170.8% | Added |
| NVWM, LLC | 316 | $50.0K | 0.02% | +21+7.1% | Added |
| Vigilant Capital Management, LLC | 293 | $49.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 290 | $49.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 292 | $49.0K | 0.02% | +292 | New |
| Clearstead Advisors, LLC | 284 | $48.0K | 0.00% | −2−0.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 279 | $47.0K | 0.02% | +86+44.6% | Added |
| Covestor Ltd | 282 | $47.0K | 0.07% | +282 | New |
| Loomis Sayles & Co L P | 269 | $45.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $44.0K | 0.01% | +13+5.2% | Added |
| O'Dell Group, LLC | 250 | $42.0K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 252 | $42.0K | 0.01% | +252 | New |
| Western Pacific Wealth Management, LP | 249 | $41.0K | 0.03% | +249 | New |
| MV Capital Management, Inc. | 236 | $40.0K | 0.01% | +35+17.4% | Added |
| Tradition Wealth Management, LLC | 235 | $40.0K | 0.01% | +120+104.3% | Added |
| Earnest Partners LLC | 232 | $39.0K | 0.00% | −172−42.6% | Reduced |
| Bourgeon Capital Management LLC | 225 | $38.0K | 0.01% | −350−60.9% | Reduced |
| Baystate Wealth Management LLC | 225 | $38.0K | 0.00% | +1+0.4% | Added |
| Johnson Financial Group, Inc. | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | – | $34.0K | 0.02% | – | – |
| Freedman Financial Associates, Inc. | 200 | $34.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 195 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 184 | $31.0K | 0.01% | +184 | New |
| SJS Investment Consulting Inc. | 186 | $31.0K | 0.01% | +186 | New |
| AllSquare Wealth Management LLC | 177 | $30.0K | 0.02% | −32−15.3% | Reduced |
| PSI Advisors, LLC | 176 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 171 | $29.0K | 0.00% | −3,906−95.8% | Reduced |
| NewSquare Capital LLC | 167 | $28.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 168 | $28.0K | 0.02% | +168 | New |
| Sound Income Strategies, LLC | 159 | $27.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $27.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 161 | $27.0K | 0.01% | +11+7.3% | Added |
| Gould Capital, LLC | 162 | $27.0K | 0.02% | +162 | New |
| William Allan, LLC | 160 | $27.0K | 0.02% | +160 | New |
| Richwood Investment Advisors, LLC | 160 | $27.0K | 0.02% | +160 | New |
| Financial Management Professionals, Inc. | 153 | $26.0K | 0.01% | −65−29.8% | Reduced |
| Cranbrook Wealth Management, LLC | 152 | $26.0K | 0.01% | −35−18.7% | Reduced |
| Carroll Financial Associates, Inc. | 157 | $26.0K | 0.00% | +33+26.6% | Added |
| Tilia Fiduciary Partners, Inc. | 154 | $26.0K | 0.02% | +154 | New |
| Toth Financial Advisory Corp | 151 | $25.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 149 | $25.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 150 | $25.0K | 0.01% | +150 | New |
| Emfo, LLC | 140 | $24.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 141 | $23.7K | 0.01% | −26−15.6% | Reduced |
| HM Payson & Co | 138 | $23.0K | 0.00% | −8−5.5% | Reduced |
| JFS Wealth Advisors, LLC | 137 | $23.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 134 | $22.6K | 0.00% | +134 | New |
| Howe & Rusling Inc | 132 | $22.0K | 0.00% | −15−10.2% | Reduced |
| Institutional & Family Asset Management, LLC | 129 | $22.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 131 | $22.0K | 0.00% | +131 | New |
| Andrew Hill Investment Advisors, Inc. | 132 | $22.0K | 0.02% | +132 | New |
| Citizens National Bank Trust Department | 125 | $21.0K | 0.01% | +125 | New |
| Dark Forest Capital Management LP | 120 | $20.0K | 0.01% | −433−78.3% | Reduced |
| IMA Wealth, Inc. | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 135 | $20.0K | 0.02% | +135 | New |
| Valley National Advisers Inc | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 111 | $19.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $19.0K | 0.00% | +110 | New |
| Core Alternative Capital | 112 | $19.0K | 0.00% | +112 | New |
| Hexagon Capital Partners LLC | 109 | $18.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 106 | $18.0K | 0.00% | +106 | New |
| United Community Bank | 101 | $17.0K | 0.02% | +101 | New |
| Accel Wealth Management | 103 | $17.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 95 | $16.0K | 0.01% | +95 | New |