| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 3 | $2.33K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Guidance Point Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Laffer Tengler Investments | 5 | $3.88K | 0.00% | −46−90.2% | Reduced |
| NewSquare Capital LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5 | $4.00K | 0.00% | +4+400.0% | Added |
| Carderock Capital Management Inc | 5 | $4.00K | 0.00% | +5 | New |
| Danda Trouve Investment Management, Inc. | 6 | $5.00K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $5.43K | 0.00% | – | – |
| Pflug Koory, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 8 | $6.00K | 0.01% | +8 | New |
| McCarthy Grittinger Financial Group, LLC | 9 | $6.98K | 0.00% | +9 | New |
| Dark Forest Capital Management LP | 9 | $7.00K | 0.00% | +9 | New |
| HC Financial Advisors Inc | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10 | $8.00K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 10 | $8.00K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $8.00K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 11 | $8.61K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 12 | $9.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11 | $9.00K | 0.00% | +6+120.0% | Added |
| Your Advocates Ltd., LLP | 11 | $9.00K | 0.01% | +11 | New |
| West Oak Capital, LLC | 15 | $12.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 15 | $12.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $12.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 17 | $13.0K | 0.00% | +5+41.7% | Added |
| Global Trust Asset Management, LLC | 18 | $14.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 20 | $15.5K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 20 | $16.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20 | $16.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 20 | $16.0K | 0.01% | +20 | New |
| Red Tortoise LLC | 62 | $16.0K | 0.01% | +62 | New |
| Aspire Private Capital, LLC | 22 | $17.0K | 0.01% | +12+120.0% | Added |
| Atlas Capital Advisors LLC | 24 | $18.6K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $20.0K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 26 | $20.0K | 0.01% | +26 | New |
| Tucker Asset Management LLC | 20 | $22.3K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $23.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 35 | $27.0K | 0.02% | +35 | New |
| Crescent Capital Consulting, LLC | 36 | $28.0K | 0.01% | −53−59.6% | Reduced |
| Milestone Resources Group Ltd | 39 | $30.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 40 | $31.0K | 0.00% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 40 | $31.0K | 0.01% | +40 | New |
| Clear Investment Research, LLC | 41 | $32.0K | 0.05% | −1−2.4% | Reduced |
| Clearview Wealth Advisors LLC | 43 | $33.0K | 0.02% | −20−31.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 44 | $34.0K | 0.02% | −1−2.2% | Reduced |
| Hexagon Capital Partners LLC | 43 | $34.0K | 0.01% | +8+22.9% | Added |
| Clean Yield Group | 45 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $35.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 45 | $35.0K | 0.03% | 00.0% | Unchanged |
| Lake Point Wealth Management | 45 | $35.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 49 | $38.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 51 | $40.0K | 0.01% | +2+4.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 53 | $41.0K | 0.00% | +53 | New |
| Credential Qtrade Securities Inc. | 55 | $42.7K | 0.00% | +4+7.8% | Added |
| Cranbrook Wealth Management, LLC | 55 | $43.0K | 0.01% | +40+266.7% | Added |
| Deseret Mutual Benefit Administrators | 58 | $45.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 60 | $47.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 61 | $47.0K | 0.02% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 65 | $50.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 65 | $50.0K | 0.01% | +40+160.0% | Added |
| Ashburton (Jersey) Ltd | 203 | $52.0K | 0.02% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 74 | $57.0K | 0.01% | +74 | New |
| Twin Lakes Capital Management, LLC | 74 | $57.0K | 0.03% | +74 | New |
| PFG Private Wealth Management, LLC | 81 | $63.0K | 0.04% | +81 | New |
| CVA Family Office, LLC | 152 | $65.0K | 0.05% | −638−80.8% | Reduced |
| Prentice Wealth Management LLC | 86 | $67.0K | 0.03% | +30+53.6% | Added |
| Syverson Strege & Co | 87 | $67.0K | 0.05% | +72+480.0% | Added |
| Pinnacle Bancorp, Inc. | 88 | $68.0K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 90 | $70.0K | 0.04% | −73−44.8% | Reduced |
| Bogart Wealth, LLC | 99 | $77.0K | 0.01% | −1−1.0% | Reduced |
| Cribstone Capital Management, LLC | 101 | $78.0K | 0.05% | −103−50.5% | Reduced |
| Red Cedar Capital, LLC | 101 | $78.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $78.0K | 0.01% | +100 | New |
| Princeton Global Asset Management LLC | 110 | $85.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 111 | $86.0K | 0.02% | +11+11.0% | Added |
| City Holding Co | 114 | $88.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 113 | $88.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 113 | $88.0K | 0.06% | +43+61.4% | Added |
| Iron Horse Wealth Management, LLC | 116 | $90.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 118 | $91.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 118 | $91.5K | 0.03% | −5−4.1% | Reduced |
| Fortis Advisors, LLC | 121 | $94.0K | 0.06% | +95+365.4% | Added |
| IAG Wealth Partners, LLC | 125 | $97.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 127 | $98.0K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 126 | $98.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 126 | $98.0K | 0.04% | +50+65.8% | Added |
| First Pacific Advisors, LP | 130 | $101.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 134 | $104.0K | 0.03% | +1+0.8% | Added |
| Jones Financial Companies LLLP | 141 | $109.0K | 0.00% | +118+513.0% | Added |
| Laurel Wealth Advisors LLC | 146 | $113.0K | 0.03% | 00.0% | Unchanged |
