| Mizuho Bank, Ltd. | 220 | $122.2K | 0.03% | +220 | New |
| TFC Financial Management | 225 | $125.0K | 0.02% | −1−0.4% | Reduced |
| GoalVest Advisory LLC | 227 | $126.1K | 0.04% | −66−22.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 234 | $130.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 250 | $138.9K | 0.08% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 252 | $140.0K | 0.02% | +104+70.3% | Added |
| Gilliland Jeter Wealth Management LLC | 253 | $140.6K | 0.05% | +10+4.1% | Added |
| Sittner & Nelson, LLC | 256 | $142.2K | 0.07% | +10+4.1% | Added |
| Godsey & Gibb Associates | 260 | $144.4K | 0.01% | −244−48.4% | Reduced |
| Pin Oak Investment Advisors Inc | 263 | $146.0K | 0.14% | 00.0% | Unchanged |
| First Financial Corp | 264 | $146.7K | 0.07% | −19−6.7% | Reduced |
| Birchbrook, Inc. | 265 | $147.2K | 0.09% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 269 | $149.4K | 0.03% | +10+3.9% | Added |
| Carolinas Wealth Consulting LLC | 272 | $150.9K | 0.03% | −71−20.7% | Reduced |
| Planning Capital Management Corp | 275 | $152.8K | 0.11% | −10−3.5% | Reduced |
| HighMark Wealth Management LLC | 281 | $156.1K | 0.09% | −5−1.7% | Reduced |
| Gladius Capital Management LP | 282 | $156.7K | 0.16% | −2,165−88.5% | Reduced |
| Goodman Advisory Group, LLC | 284 | $157.8K | 0.05% | −30−9.6% | Reduced |
| Northwest Capital Management Inc | 292 | $162.3K | 0.06% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 295 | $163.9K | 0.10% | −1,458−83.2% | Reduced |
| Fairfield Financial Advisors, LTD | 297 | $165.0K | 0.06% | +297 | New |
| EMC Capital Management | 300 | $169.0K | 0.10% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 309 | $171.7K | 0.02% | +4+1.3% | Added |
| Garde Capital, Inc. | 319 | $177.0K | 0.01% | −40−11.1% | Reduced |
| Traynor Capital Management, Inc. | 325 | $180.6K | 0.02% | −576−63.9% | Reduced |
| Versant Capital Management, Inc | 328 | $182.2K | 0.05% | +143+77.3% | Added |
| Creekmur Asset Management LLC | 333 | $185.0K | 0.05% | +7+2.1% | Added |
| Rosenberg Matthew Hamilton | 335 | $187.6K | 0.06% | −16−4.6% | Reduced |
| Triad Wealth Partners, LLC | 349 | $193.9K | 0.10% | +349 | New |
| Kelly Lawrence W & Associates Inc | 354 | $196.7K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 355 | $197.2K | 0.01% | −65−15.5% | Reduced |
| Operose Advisors LLC | 355 | $197.2K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 356 | $197.8K | 0.06% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 359 | $201.0K | 0.13% | +359 | New |
| Cedar Brook Financial Partners, LLC | 363 | $201.7K | 1.52% | −540−59.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 363 | $201.7K | 0.08% | +363 | New |
| Townsend & Associates, Inc | 372 | $201.8K | 0.02% | +372 | New |
| Farmers & Merchants Investments Inc | 364 | $202.2K | 0.01% | −257−41.4% | Reduced |
| Castle Wealth Management LLC | 364 | $202.2K | 0.10% | +364 | New |
| Holistic Financial Partners | 365 | $202.8K | 0.10% | −41−10.1% | Reduced |
| Breakwater Investment Management | 367 | $203.9K | 0.09% | +89+32.0% | Added |
| Cascade Investment Group, Inc. | 368 | $204.4K | 0.16% | −146−28.4% | Reduced |
| Alesco Advisors LLC | 368 | $204.4K | 0.01% | +368 | New |
| Sweeney & Michel, LLC | 362 | $204.9K | 0.09% | +362 | New |
| Source Financial Advisors LLC | 369 | $205.0K | 0.06% | +369 | New |
| Riversedge Advisors, LLC | 370 | $205.6K | 0.05% | −201−35.2% | Reduced |
| Wealth Quarterback LLC | 370 | $205.6K | 0.12% | +370 | New |
| AJOVista, LLC | 370 | $205.6K | 0.59% | +370 | New |
| SOL Capital Management CO | 373 | $207.0K | 0.02% | +373 | New |
| Requisite Capital Management, LLC | 373 | $207.2K | 0.05% | +373 | New |
| Capital Investment Counsel, LLC | 374 | $207.8K | 0.04% | −60−13.8% | Reduced |
| Centennial Wealth Advisory LLC | 374 | $207.8K | 0.09% | +374 | New |
| Kerrisdale Advisers, LLC | 375 | $208.3K | 0.07% | +375 | New |
| Synergy Financial Management, LLC | 375 | $208.3K | 0.03% | +375 | New |
| WMS Partners, LLC | 376 | $208.9K | 0.01% | −162−30.1% | Reduced |
| Rise Advisors, LLC | 377 | $209.4K | 0.11% | −3−0.8% | Reduced |
| Corundum Group, Inc. | 377 | $209.4K | 0.08% | +377 | New |
| Independent Wealth Network Inc. | 377 | $209.4K | 0.10% | +377 | New |
| Tempus Wealth Planning, LLC | 377 | $209.4K | 0.09% | +377 | New |
| Coppell Advisory Solutions LLC | 378 | $209.9K | 0.03% | +378 | New |
| Milestone Asset Management, LLC | 378 | $210.0K | 0.05% | −208−35.5% | Reduced |
| Cherrydale Wealth Management, LLC | 378 | $210.0K | 0.09% | +378 | New |
| FSB Premier Wealth Management, Inc. | 379 | $210.5K | 0.10% | +379 | New |
| McAdam, LLC | 379 | $210.6K | 0.01% | +379 | New |
| Element Wealth, LLC | 380 | $211.1K | 0.12% | +380 | New |
| Members Wealth LLC | 554 | $211.8K | 0.14% | +554 | New |
| Successful Portfolios LLC | 383 | $212.8K | 0.15% | −100−20.7% | Reduced |
| Integrity Wealth Solutions LLC | 384 | $213.3K | 0.14% | −279−42.1% | Reduced |
| Fielder Capital Group LLC | 384 | $213.3K | 0.08% | −63−14.1% | Reduced |
| Sentinus, LLC | 384 | $213.3K | 0.07% | +384 | New |
| Gitterman Wealth Management, LLC | 384 | $213.3K | 0.08% | +384 | New |
| Horizon Investment Services, LLC | 386 | $214.4K | 0.10% | −17−4.2% | Reduced |
| Inscription Capital, LLC | 386 | $214.4K | 0.03% | +386 | New |
| Alliance Wealth Advisors, LLC | 387 | $215.0K | 0.14% | +387 | New |
| IMPACTfolio, LLC | 387 | $215.0K | 0.12% | +387 | New |
| MBL Wealth, LLC | 388 | $215.6K | 0.02% | −27−6.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 389 | $216.1K | 0.11% | −400−50.7% | Reduced |
| WealthTrust Asset Management, LLC | 390 | $216.7K | 0.16% | −45−10.3% | Reduced |
| James J. Burns & Company, LLC | 393 | $218.0K | 0.04% | +393 | New |
| Facet Wealth, Inc. | 405 | $218.2K | 0.01% | +405 | New |
| Keystone Financial Group | 393 | $218.3K | 0.08% | +393 | New |
| ARS Wealth Advisors Group, LLC | 395 | $219.4K | 0.03% | −21−5.0% | Reduced |
| Sax Wealth Advisors, LLC | 395 | $219.4K | 0.02% | +395 | New |
| Integrated Investment Consultants, LLC | 435 | $219.5K | 0.06% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 396 | $220.0K | 0.04% | +396 | New |
| Mill Creek Capital Advisors, LLC | 396 | $220.0K | 0.01% | +396 | New |
| Signature Wealth Management Partners, LLC | 397 | $220.5K | 0.17% | +397 | New |
| Jupiter Wealth Management LLC | 400 | $220.7K | 0.12% | +400 | New |
| Pacifica Partners Inc. | 388 | $221.1K | 0.09% | +14+3.7% | Added |
| Destination Wealth Management | 398 | $221.1K | 0.01% | +398 | New |
| Center For Asset Management LLC | 399 | $221.7K | 0.15% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 399 | $221.7K | 0.09% | +399 | New |
| Patrick M Sweeney & Associates, Inc | 404 | $221.7K | 0.18% | +404 | New |
| Lipe & Dalton | 400 | $222.0K | 0.12% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 400 | $222.2K | 0.04% | −748−65.2% | Reduced |
| Shaker Financial Services, LLC | 400 | $222.2K | 0.09% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 400 | $222.2K | 0.14% | +400 | New |
| West Tower Group, LLC | 400 | $222.2K | 0.60% | +400 | New |
| Canvas Wealth Advisors, LLC | 413 | $222.5K | 0.07% | −155−27.3% | Reduced |
| CFO4Life Group, LLC | 401 | $222.8K | 0.04% | +401 | New |
