| Silvant Capital Management LLC | 1,575 | $57.5K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,500 | $54.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,493 | $53.8K | 0.03% | −14−0.9% | Reduced |
| Highlander Capital Management, LLC | 1,400 | $50.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,385 | $49.9K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,348 | $48.3K | 0.02% | +226+20.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,323 | $47.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,309 | $47.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,258 | $45.4K | 0.00% | +9+0.7% | Added |
| BDO Wealth Advisors, LLC | 1,250 | $45.1K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,250 | $45.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,217 | $43.9K | 0.00% | −163−11.8% | Reduced |
| FSC Wealth Advisors, LLC | 1,208 | $43.5K | 0.07% | +607+101.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $43.3K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,153 | $41.6K | 0.02% | −2,460−68.1% | Reduced |
| Perkins Coie Trust Co | 1,151 | $41.5K | 0.01% | −4,349−79.1% | Reduced |
| Mendota Financial Group, LLC | 777 | $41.3K | 0.04% | −19−2.4% | Reduced |
| Bellevue Asset Management, LLC | 1,145 | $41.3K | 0.03% | +5+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,108 | $40.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,113 | $40.1K | 0.01% | +535+92.6% | Added |
| Blume Capital Management, Inc. | 1,102 | $39.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,066 | $38.4K | 0.01% | −100−8.6% | Reduced |
| Raffa Wealth Management, LLC | 1,064 | $38.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,061 | $38.3K | 0.01% | +4+0.4% | Added |
| Costello Asset Management, INC | 1,000 | $36.0K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $36.0K | 0.03% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 990 | $36.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 988 | $35.6K | 0.01% | +988 | New |
| Old Second National Bank of Aurora | 949 | $34.2K | 0.01% | −53,479−98.3% | Reduced |
| Compass Wealth Management LLC | 900 | $32.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 855 | $30.8K | 0.04% | −1,750−67.2% | Reduced |
| WFA Asset Management Corp | 828 | $29.9K | 0.02% | +8+1.0% | Added |
| Thompson Investment Management, Inc. | 815 | $29.4K | 0.00% | +815 | New |
| Hoey Investments, Inc | 800 | $28.8K | 0.01% | +300+60.0% | Added |
| Iron Horse Wealth Management, LLC | 800 | $28.8K | 0.01% | +800 | New |
| American State Bank (Iowa) | 793 | $28.6K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 781 | $28.2K | 0.01% | +29+3.9% | Added |
| Capital Advisors, Ltd. LLC | 782 | $28.0K | 0.00% | −531−40.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 770 | $27.8K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 769 | $27.7K | 0.03% | −11−1.4% | Reduced |
| Salem Investment Counselors Inc | 752 | $27.3K | 0.00% | −2,384−76.0% | Reduced |
| Core Alternative Capital | 741 | $26.7K | 0.00% | +342+85.7% | Added |
| CNB Bank | 733 | $26.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 729 | $26.3K | 0.01% | −328−31.0% | Reduced |
| Financial Avengers, Inc. | 728 | $26.3K | 0.02% | +7+1.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 702 | $25.3K | 0.00% | +702 | New |
| HBC Financial Services, PLLC | 700 | $24.0K | 0.02% | +400+133.3% | Added |
| Gables Capital Management Inc. | 665 | $24.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 663 | $23.9K | 0.01% | +602+986.9% | Added |
| Mascoma Wealth Management LLC | 690 | $23.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 656 | $23.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 646 | $23.3K | 0.00% | −900−58.2% | Reduced |
| DT Investment Partners, LLC | 692 | $22.8K | 0.00% | −20,499−96.7% | Reduced |
| SRS Capital Advisors, Inc. | 627 | $22.6K | 0.00% | −46−6.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 625 | $22.5K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 618 | $22.3K | 0.01% | +139+29.0% | Added |
| Trust Co | 615 | $22.2K | 0.00% | −627−50.5% | Reduced |
| Avalon Trust Co | 610 | $22.0K | 0.00% | +610 | New |
| Baystate Wealth Management LLC | 606 | $21.9K | 0.00% | +21+3.6% | Added |
| Hollencrest Capital Management | 601 | $21.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 600 | $21.6K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 589 | $21.2K | 0.00% | −2,646−81.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 556 | $20.1K | 0.01% | +2+0.4% | Added |
| Smithfield Trust Co | 597 | $20.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 540 | $19.5K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 515 | $19.0K | 0.01% | +5+1.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 493 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 494 | $17.8K | 0.01% | +203+69.8% | Added |
| Bangor Savings Bank | 487 | $17.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 476 | $17.2K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 471 | $17.0K | 0.00% | +471 | New |
| Venturi Wealth Management, LLC | 469 | $16.9K | 0.00% | +469 | New |
| Core Wealth Advisors, Inc. | 462 | $16.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 447 | $16.3K | 0.00% | −118−20.9% | Reduced |
| Richard W. Paul & Associates, LLC | 451 | $16.3K | 0.01% | +5+1.1% | Added |
| Piscataqua Savings Bank | 431 | $15.5K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 427 | $15.4K | 0.00% | −302−41.4% | Reduced |
| Ahrens Investment Partners LLC | 427 | $15.4K | 0.01% | +427 | New |
| Certified Advisory Corp | 420 | $15.1K | 0.00% | +420 | New |
| MV Capital Management, Inc. | 412 | $14.9K | 0.00% | +101+32.5% | Added |
| Beacon Capital Management, LLC | 411 | $14.8K | 0.00% | −29−6.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 400 | $14.4K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $14.4K | 0.02% | +400 | New |
| Albion Financial Group | 333 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 306 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 302 | $11.0K | 0.00% | −281−48.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $10.8K | 0.01% | +300 | New |
| Washington Trust Advisors, Inc. | 291 | $10.5K | 0.00% | +41+16.4% | Added |
| Prestige Wealth Management Group LLC | 279 | $10.2K | 0.00% | −380−57.7% | Reduced |
| Guardian Wealth Management, Inc. | 281 | $10.1K | 0.01% | +3+1.1% | Added |
| Colonial Trust Advisors | 278 | $10.0K | 0.00% | +18+6.9% | Added |
| Tilia Fiduciary Partners, Inc. | 275 | $9.91K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 273 | $9.83K | 0.01% | +3+1.1% | Added |
| Atlantic Trust, LLC | 271 | $9.77K | 0.00% | −193−41.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 263 | $9.48K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 259 | $9.34K | 0.00% | +259 | New |
| Cape Investment Advisory, Inc. | 255 | $9.19K | 0.01% | +255 | New |
