| McDonald Partners LLC | 1 | $1.06K | 0.00% | −358−99.7% | Reduced |
| Absolute Capital Management, LLC | 1 | $1.06K | 0.00% | +1 | New |
| Tortoise Capital Advisors, L.L.C. | 2 | $2.00K | 0.00% | −1−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Old Second National Bank of Aurora | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 5 | $5.00K | 0.00% | +5 | New |
| James Reed Financial Services, Inc. | 5 | $5.00K | 0.00% | +5 | New |
| Mystic Asset Management, Inc. | 5 | $5.00K | 0.00% | +5 | New |
| Laffer Tengler Investments | 5 | $5.28K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6 | $6.00K | 0.01% | +6 | New |
| J.Safra Asset Management Corp | 7,772 | $7.00K | 0.15% | −2,783−26.4% | Reduced |
| Danda Trouve Investment Management, Inc. | 7 | $7.00K | 0.01% | +1+16.7% | Added |
| WestEnd Advisors, LLC | 7 | $7.40K | 0.00% | – | – |
| First Community Trust NA | 9 | $9.51K | 0.01% | +9 | New |
| Navigation Wealth Management, Inc. | 10 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 9 | $10.0K | 0.01% | +1+12.5% | Added |
| St. Johns Investment Management Company, LLC | 9 | $10.0K | 0.01% | +9 | New |
| Ravenstone Capital Management Inc. | 10 | $10.6K | 0.01% | +10 | New |
| HC Financial Advisors Inc | 10 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10 | $11.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 10 | $11.0K | 0.01% | +8+400.0% | Added |
| Norwood Financial Corp | 10 | $11.0K | 0.02% | +10 | New |
| Your Advocates Ltd., LLP | 11 | $12.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 12 | $13.0K | 0.01% | −8−40.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 12 | $13.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 13 | $14.0K | 0.01% | +13 | New |
| Horan Securities, Inc. | 13 | $14.0K | 0.01% | +13 | New |
| West Oak Capital, LLC | 15 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 15 | $16.0K | 0.01% | +15 | New |
| Logan Capital Management Inc | 17 | $18.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20 | $21.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $23.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 22 | $23.3K | 0.02% | +22 | New |
| Paragon Capital Management Ltd | 24 | $25.0K | 0.00% | +24 | New |
| Atlas Capital Advisors LLC | 24 | $25.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $26.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 26 | $27.0K | 0.01% | +15+136.4% | Added |
| Pacific Center for Financial Services | 26 | $27.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 26 | $27.0K | 0.01% | +8+44.4% | Added |
| AllSquare Wealth Management LLC | 26 | $27.0K | 0.02% | +23+766.7% | Added |
| Tucker Asset Management LLC | 26 | $27.8K | 0.01% | +6+30.0% | Added |
| O'Brien Wealth Partners LLC | 30 | $28.0K | 0.01% | −10−25.0% | Reduced |
| Northwest Investment Counselors, LLC | 29 | $31.0K | 0.01% | +29 | New |
| Disciplined Investments, LLC | 30 | $32.0K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 30 | $32.0K | 0.02% | +30 | New |
| Legacy Capital Partners, Inc. | 31 | $33.0K | 0.01% | +31 | New |
| AlphaCentric Advisors LLC | 31 | $33.0K | 0.01% | +31 | New |
| Dark Forest Capital Management LP | 32 | $34.0K | 0.01% | +23+255.6% | Added |
| Lloyd Advisory Services, LLC. | 32 | $34.0K | 0.02% | +32 | New |
| Schubert & Co | 33 | $35.0K | 0.04% | +33 | New |
| Hexagon Capital Partners LLC | 35 | $37.0K | 0.01% | −8−18.6% | Reduced |
| Norway Savings Bank | 35 | $37.0K | 0.02% | +10+40.0% | Added |
| Clear Perspectives Financial Planning, LLC | 39 | $41.0K | 0.02% | −5−11.4% | Reduced |
| Milestone Resources Group Ltd | 39 | $41.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 40 | $42.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 41 | $43.0K | 0.07% | 00.0% | Unchanged |
| Rinkey Investments | 40 | $44.0K | 0.04% | +40 | New |
| TD Ameritrade Investment Management, LLC | 44 | $46.0K | 0.00% | +44 | New |
| Advanced Research Investment Solutions, LLC | 45 | $47.0K | 0.02% | +25+125.0% | Added |
| Clean Yield Group | 45 | $48.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 45 | $48.0K | 0.03% | +45 | New |
| Psagot Value Holdings Ltd. / (Israel) | 45 | $48.0K | 0.01% | +45 | New |
| Credential Qtrade Securities Inc. | 50 | $52.8K | 0.00% | −5−9.1% | Reduced |
| Baldrige Asset Management LLC | 50 | $53.0K | 0.02% | +1+2.0% | Added |
| Charter Oak Capital Management, LLC | 51 | $54.0K | 0.01% | +36+240.0% | Added |
| Lake Point Wealth Management | 54 | $57.0K | 0.02% | +9+20.0% | Added |
| Cranbrook Wealth Management, LLC | 55 | $58.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 56 | $59.0K | 0.05% | +56 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 63 | $59.0K | 0.05% | +63 | New |
| Arcadia Investment Management Corp | 60 | $63.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 61 | $64.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 61 | $64.0K | 0.01% | +10+19.6% | Added |
| Rather & Kittrell, Inc. | 64 | $67.0K | 0.06% | +64 | New |
| Clearview Wealth Advisors LLC | 64 | $68.0K | 0.04% | +21+48.8% | Added |
| First PREMIER Bank | 65 | $69.0K | 0.02% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 65 | $69.0K | 0.04% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 203 | $72.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 70 | $74.0K | 0.01% | +50+250.0% | Added |
| Duncker Streett & Co Inc | 73 | $77.0K | 0.01% | −40−35.4% | Reduced |
| MayTech Global Investments, LLC | 74 | $78.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 74 | $78.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 75 | $79.0K | 0.07% | +30+66.7% | Added |
| Hall Laurie J Trustee | 75 | $79.0K | 0.03% | +75 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 102 | $82.0K | 0.05% | +102 | New |
| GFS Advisors, LLC | 25,086 | $91.0K | 0.02% | +5,062+25.3% | Added |
| Pinnacle Bancorp, Inc. | 88 | $93.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 89 | $94.0K | 0.03% | −21−19.1% | Reduced |
| William Allan, LLC | 90 | $95.0K | 0.07% | +90 | New |
| Deseret Mutual Benefit Administrators | 93 | $98.0K | 0.02% | +35+60.3% | Added |
| Curi Capital | 93 | $98.0K | 0.02% | +93 | New |
| Independence Bank of Kentucky | 97 | $103.0K | 0.04% | −29−23.0% | Reduced |
| Costello Asset Management, INC | 98 | $104.0K | 0.06% | +8+8.9% | Added |
| Leverty Financial Group, LLC | 100 | $105.0K | 0.08% | +100 | New |
| Tompkins Financial Corp | 100 | $106.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 101 | $107.0K | 0.06% | 00.0% | Unchanged |
