| First Long Island Investors, LLC | 1,000 | $203.6K | 0.02% | −38−3.7% | Reduced |
| LaFleur & Godfrey LLC | 1,000 | $203.6K | 0.03% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,000 | $203.6K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,000 | $203.6K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $203.6K | 0.11% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,000 | $203.6K | 0.27% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 963 | $203.1K | 0.04% | −87−8.3% | Reduced |
| Fiduciary Alliance LLC | 996 | $202.8K | 0.05% | +204+25.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 995 | $202.5K | 0.03% | +995 | New |
| Gerber Kawasaki Wealth & Investment Management | 994 | $202.4K | 0.01% | −198−16.6% | Reduced |
| Harbour Investment Management LLC | 992 | $202.0K | 0.12% | +992 | New |
| Summit Financial Wealth Advisors, LLC | 950 | $200.8K | 0.05% | +950 | New |
| Ullmann Financial Group, Inc. | 986 | $200.8K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 979 | $199.4K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 975 | $199.0K | 0.22% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 962 | $195.9K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 951 | $193.6K | 0.09% | +347+57.5% | Added |
| Baker Avenue Asset Management, LP | 949 | $193.2K | 0.01% | +70+8.0% | Added |
| Gleason Group, Inc. | 935 | $190.4K | 0.05% | +6+0.6% | Added |
| Leonteq Securities AG | 925 | $188.4K | 0.02% | −252−21.4% | Reduced |
| McClarren Financial Advisors, Inc. | 924 | $188.0K | 0.16% | −29−3.0% | Reduced |
| Grove Bank & Trust | 922 | $187.7K | 0.04% | +113+14.0% | Added |
| Old Second National Bank of Aurora | 913 | $185.9K | 0.06% | 00.0% | Unchanged |
| Karani Asset Management LLC | 900 | $183.3K | 0.26% | +900 | New |
| Register Financial Advisors LLC | 893 | $181.8K | 0.13% | −171−16.1% | Reduced |
| Riverview Trust Co | 858 | $174.7K | 0.15% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 848 | $172.7K | 0.05% | +8+1.0% | Added |
| West Oak Capital, LLC | 845 | $172.0K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 843 | $172.0K | 0.03% | +7+0.8% | Added |
| JNBA Financial Advisors | 835 | $170.0K | 0.02% | +57+7.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 832 | $169.4K | 0.09% | +832 | New |
| Harvest Fund Management Co., Ltd | 787 | $160.0K | 0.03% | +494+168.6% | Added |
| Glass Jacobson Investment Advisors llc | 766 | $156.0K | 0.07% | 00.0% | Unchanged |
| Belmont Capital, LLC | 761 | $155.0K | 0.08% | +595+358.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 760 | $154.8K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 757 | $154.2K | 0.04% | +97+14.7% | Added |
| Byrne Asset Management LLC | 753 | $153.0K | 0.13% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 742 | $151.0K | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 738 | $150.3K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 735 | $149.7K | 0.09% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 731 | $148.9K | 0.07% | +11+1.5% | Added |
| Carolinas Wealth Consulting LLC | 672 | $139.5K | 0.03% | −59−8.1% | Reduced |
| Acropolis Investment Management, LLC | 677 | $137.9K | 0.01% | +19+2.9% | Added |
| Bangor Savings Bank | 669 | $136.2K | 0.02% | +30+4.7% | Added |
| Coston, McIsaac & Partners | 659 | $134.0K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 656 | $133.6K | 0.11% | +39+6.3% | Added |
| Atticus Wealth Management, LLC | 655 | $133.4K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 638 | $129.9K | 0.01% | +638 | New |
| United Community Bank | 614 | $125.0K | 0.06% | +169+38.0% | Added |
| Indiana Trust & Investment Management CO | 605 | $123.2K | 0.06% | +605 | New |
| Capital Analysts, LLC | 604 | $123.0K | 0.01% | +32+5.6% | Added |
| Arlington Partners LLC | 593 | $120.8K | 0.05% | −186−23.9% | Reduced |
| Arlington Trust Co LLC | 593 | $120.8K | 0.05% | +593 | New |
| Strengthening Families & Communities, LLC | 587 | $119.0K | 0.05% | −168−22.3% | Reduced |
| Costello Asset Management, INC | 575 | $117.1K | 0.11% | −24−4.0% | Reduced |
| Milestone Investment Advisors LLC | 570 | $116.1K | 0.03% | +570 | New |
| Armstrong Advisory Group, Inc | 568 | $115.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 564 | $114.9K | 0.05% | +445+373.9% | Added |
| Bogart Wealth, LLC | 554 | $112.8K | 0.01% | −202−26.7% | Reduced |
| Centennial Bank | 549 | $111.8K | 0.08% | +153+38.6% | Added |
| Northwest Capital Management Inc | 548 | $111.5K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 546 | $111.2K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 542 | $110.4K | 0.01% | +38+7.5% | Added |
| Sound Income Strategies, LLC | 531 | $108.2K | 0.01% | +1+0.2% | Added |
| Steward Financial Group LLC | 520 | $105.0K | 0.03% | −125−19.4% | Reduced |
| TFC Financial Management | 507 | $103.2K | 0.02% | +46+10.0% | Added |
| Pacific Center for Financial Services | 507 | $103.2K | 0.04% | +200+65.1% | Added |
| Morton Brown Family Wealth, LLC | 500 | $101.9K | 0.05% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 479 | $101.3K | 0.07% | +479 | New |
| Emfo, LLC | 493 | $100.4K | 0.09% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 490 | $99.8K | 0.05% | +3+0.6% | Added |
| Column Capital Advisors, LLC | 481 | $97.9K | 0.01% | −10−2.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 476 | $96.8K | 0.06% | +3+0.6% | Added |
| Rock Creek Group, LP | 475 | $96.7K | 0.01% | −254−34.8% | Reduced |
| Financial Perspectives, Inc | 446 | $90.9K | 0.04% | +1+0.2% | Added |
| FinTrust Capital Advisors, LLC | 439 | $89.5K | 0.02% | +349+387.8% | Added |
| Hall Laurie J Trustee | 435 | $88.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 424 | $86.3K | 0.06% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 420 | $85.5K | 0.03% | +311+285.3% | Added |
| Cherry Tree Wealth Management, LLC | 419 | $85.2K | 0.02% | +48+12.9% | Added |
| RFP Financial Group LLC | 412 | $84.0K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 409 | $83.3K | 0.05% | +31+8.2% | Added |
| Legacy Financial Group LLC | 408 | $83.1K | 0.02% | +408 | New |
| Johnson Midwest Financial, LLC | 394 | $80.2K | 0.18% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 384 | $78.1K | 0.02% | +22+6.1% | Added |
| WR Wealth Planners, LLC | 360 | $73.3K | 0.03% | −6−1.6% | Reduced |
| Bellevue Asset Management, LLC | 359 | $73.1K | 0.05% | −132−26.9% | Reduced |
| Barrett & Company, Inc. | 335 | $68.2K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 334 | $68.0K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 328 | $66.8K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 309 | $62.9K | 0.02% | +101+48.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 307 | $62.5K | 0.01% | +15+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 299 | $60.8K | 0.03% | −18−5.7% | Reduced |
| Mendota Financial Group, LLC | 296 | $60.2K | 0.06% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 292 | $59.5K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 290 | $59.1K | 0.06% | −8−2.7% | Reduced |
| Covestor Ltd | 277 | $56.0K | 0.04% | −1−0.4% | Reduced |
| Abound Wealth Management | 275 | $56.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 264 | $54.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 265 | $54.0K | 0.02% | −25−8.6% | Reduced |
