| Baystate Wealth Management LLC | 418 | $18.1K | 0.00% | −191−31.4% | Reduced |
| Hexagon Capital Partners LLC | 424 | $18.4K | 0.00% | −187−30.6% | Reduced |
| Clear Investment Research, LLC | 442 | $19.1K | 0.03% | +442 | New |
| Gold Investment Management Ltd. | 450 | $19.5K | 0.01% | +450 | New |
| BOK Financial Private Wealth, Inc. | 447 | $19.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 468 | $20.0K | 0.00% | +417+817.6% | Added |
| MidAtlantic Capital Management, Inc. | 471 | $20.4K | 0.02% | +471 | New |
| Bangor Savings Bank | 487 | $21.1K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 491 | $21.3K | 0.00% | +7+1.4% | Added |
| Salem Investment Counselors Inc | 492 | $21.5K | 0.00% | −260−34.6% | Reduced |
| Northwest Bank & Trust Co | 500 | $21.6K | 0.02% | +500 | New |
| Thompson Investment Management, Inc. | 505 | $21.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 507 | $21.9K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 529 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 537 | $23.2K | 0.01% | −27−4.8% | Reduced |
| Clarity Asset Management, Inc. | 537 | $23.3K | 0.02% | +537 | New |
| CGC Financial Services, LLC | 575 | $24.9K | 0.01% | +575 | New |
| Leonteq Securities AG | 585 | $25.3K | 0.00% | −6,995−92.3% | Reduced |
| Winch Advisory Services, LLC | 587 | $25.4K | 0.01% | +8+1.4% | Added |
| Sound Income Strategies, LLC | 595 | $25.8K | 0.00% | +56+10.4% | Added |
| BKM Wealth Management, LLC | 597 | $25.8K | 0.01% | +597 | New |
| Main Street Group, LTD | 600 | $26.0K | 0.01% | +600 | New |
| Hollencrest Capital Management | 601 | $26.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 608 | $26.3K | 0.01% | −23−3.6% | Reduced |
| Avalon Trust Co | 610 | $26.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 625 | $27.1K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 633 | $27.4K | 0.01% | +633 | New |
| Webster Bank, N. A. | 646 | $28.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 648 | $28.0K | 0.01% | −95−12.8% | Reduced |
| Venturi Wealth Management, LLC | 678 | $29.3K | 0.00% | +98+16.9% | Added |
| Archer Investment Corp | 679 | $29.4K | 0.01% | −300−30.6% | Reduced |
| Aspire Private Capital, LLC | 684 | $29.6K | 0.01% | −31−4.3% | Reduced |
| DT Investment Partners, LLC | 692 | $30.0K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 700 | $30.3K | 0.03% | +700 | New |
| Financial Avengers, Inc. | 759 | $32.8K | 0.02% | +11+1.5% | Added |
| Ashburton (Jersey) Ltd | 990 | $33.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 770 | $33.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 810 | $35.1K | 0.01% | +120+17.4% | Added |
| MV Capital Management, Inc. | 816 | $35.3K | 0.00% | +61+8.1% | Added |
| WFA Asset Management Corp | 863 | $37.4K | 0.02% | +12+1.4% | Added |
| Versant Capital Management, Inc | 864 | $37.4K | 0.01% | −228−20.9% | Reduced |
| American National Bank | 864 | $37.4K | 0.01% | +8+0.9% | Added |
| Gables Capital Management Inc. | 865 | $37.4K | 0.02% | +200+30.1% | Added |
| Spectrum Wealth Counsel, LLC | 885 | $38.3K | 0.01% | +885 | New |
| Cedar Mountain Advisors, LLC | 899 | $38.9K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 924 | $40.0K | 0.00% | −3,054−76.8% | Reduced |
| Kelly Financial Services LLC | 933 | $40.4K | 0.02% | +249+36.4% | Added |
| Pineridge Advisors LLC | 938 | $40.6K | 0.01% | +938 | New |
| Old Second National Bank of Aurora | 949 | $41.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 988 | $42.8K | 0.01% | −46−4.4% | Reduced |
| Global Financial Private Client, LLC | 990 | $42.8K | 0.02% | −11,256−91.9% | Reduced |
| Costello Asset Management, INC | 1,000 | $43.3K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $43.3K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,003 | $43.4K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,010 | $43.7K | 0.05% | +1,010 | New |
| West Branch Capital LLC | 1,021 | $44.2K | 0.02% | −696−40.5% | Reduced |
| Quarry LP | 1,032 | $44.7K | 0.02% | +1,032 | New |
| Friedenthal Financial | 1,068 | $46.2K | 0.03% | +1,068 | New |
| ORG Partners LLC | 1,090 | $47.2K | 0.01% | −580−34.7% | Reduced |
| Compass Wealth Management LLC | 1,100 | $47.6K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,101 | $47.7K | 0.01% | +1,101 | New |
| Blume Capital Management, Inc. | 1,102 | $47.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,116 | $48.3K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,127 | $48.8K | 0.01% | +61+5.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $49.8K | 0.02% | +1,150 | New |
| Rosenberg Matthew Hamilton | 1,157 | $50.1K | 0.02% | +489+73.2% | Added |
| Bell Investment Advisors, Inc | 1,164 | $50.4K | 0.01% | +245+26.7% | Added |
| Bellevue Asset Management, LLC | 1,166 | $50.5K | 0.04% | +7+0.6% | Added |
| Lazard Asset Management LLC | 1,195 | $51.0K | 0.00% | +6+0.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $51.9K | 0.03% | −300−20.0% | Reduced |
| Highlander Capital Management, LLC | 1,200 | $51.9K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,217 | $52.7K | 0.04% | +1,217 | New |
| Princeton Global Asset Management LLC | 1,227 | $53.1K | 0.01% | −298−19.5% | Reduced |
| Hanson & Doremus Investment Management | 1,250 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,242 | $54.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $54.1K | 0.02% | +1,250 | New |
| Plante Moran Financial Advisors, LLC | 1,250 | $54.1K | 0.01% | +223+21.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,259 | $54.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,296 | $56.1K | 0.00% | +223+20.8% | Added |
| Advantage Trust Co | 1,300 | $56.3K | 0.04% | +1,300 | New |
| Osterweis Capital Management Inc | 1,309 | $56.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,315 | $57.0K | 0.01% | −228−14.8% | Reduced |
| Laffer Tengler Investments | 1,357 | $58.7K | 0.02% | −6−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,405 | $60.8K | 0.01% | +400+39.8% | Added |
| Addison Advisors LLC | 1,408 | $60.9K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,445 | $62.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,446 | $63.0K | 0.06% | +850+142.6% | Added |
| Institutional & Family Asset Management, LLC | 1,478 | $64.0K | 0.01% | +61+4.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,532 | $66.4K | 0.03% | +1,401+1,069.5% | Added |
| PrairieView Partners, LLC | 1,550 | $67.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,575 | $68.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,600 | $69.3K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,643 | $71.1K | 0.00% | +1,643 | New |
| Cetera Trust Company, N.A | 1,662 | $71.9K | 0.04% | +1,662 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,687 | $73.0K | 0.05% | +1+0.1% | Added |
| First Foundation Advisors | 1,740 | $75.3K | 0.00% | +1,740 | New |
| First Personal Financial Services | 1,750 | $75.7K | 0.02% | −500−22.2% | Reduced |
| Evermay Wealth Management LLC | 1,748 | $76.5K | 0.01% | −923−34.6% | Reduced |
| Tradewinds Capital Management, LLC | 1,792 | $77.6K | 0.03% | 00.0% | Unchanged |
