| Bruce G. Allen Investments, LLC | 718 | $148.1K | 0.12% | −162−18.4% | Reduced |
| Arlington Trust Co LLC | 728 | $150.1K | 0.04% | −48−6.2% | Reduced |
| Hilltop National Bank | 734 | $151.4K | 0.05% | +734 | New |
| Frazier Financial Advisors, LLC | 743 | $153.2K | 0.13% | +22+3.1% | Added |
| Silicon Valley Capital Partners | 755 | $155.6K | 0.02% | +380+101.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 750 | $156.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 757 | $156.0K | 0.11% | 00.0% | Unchanged |
| Paloma Partners Management Co | 757 | $156.1K | 0.02% | +757 | New |
| Aspire Private Capital, LLC | 761 | $156.9K | 0.04% | +46+6.4% | Added |
| Pathway Financial Advisers, LLC | 768 | $158.5K | 0.06% | +139+22.1% | Added |
| Centennial Bank | 770 | $158.8K | 0.08% | +100+14.9% | Added |
| Continuum Advisory, LLC | 789 | $162.8K | 0.02% | −913−53.6% | Reduced |
| FinTrust Capital Advisors, LLC | 798 | $164.6K | 0.03% | +226+39.5% | Added |
| Webster Bank, N. A. | 800 | $165.0K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 800 | $165.0K | 0.10% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 801 | $165.2K | 0.08% | −10−1.2% | Reduced |
| Fernwood Investment Management, LLC | 817 | $168.5K | 0.05% | +817 | New |
| Hanson & Doremus Investment Management | 850 | $175.0K | 0.03% | +52+6.5% | Added |
| Covestor Ltd | 854 | $176.0K | 0.11% | +62+7.8% | Added |
| Kelly Financial Services LLC | 868 | $179.0K | 0.07% | +1+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 893 | $184.2K | 0.00% | +38+4.4% | Added |
| New Covenant Trust Company, N.A. | 902 | $186.0K | 0.19% | +902 | New |
| TCTC Holdings, LLC | 907 | $187.1K | 0.01% | +82+9.9% | Added |
| Financial Management Professionals, Inc. | 924 | $191.0K | 0.03% | +49+5.6% | Added |
| Milestone Resources Group Ltd | 942 | $194.0K | 0.01% | +942 | New |
| Winthrop Capital Management, LLC | 951 | $196.0K | 0.09% | +27+2.9% | Added |
| Financial Perspectives, Inc | 952 | $196.4K | 0.07% | −2−0.2% | Reduced |
| Hills Bank & Trust Co | 954 | $196.7K | 0.02% | +268+39.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 958 | $197.6K | 0.01% | +958 | New |
| TruNorth Capital Management, LLC | 962 | $198.4K | 0.07% | +962 | New |
| Darden Wealth Group Inc | 970 | $200.0K | 0.16% | +970 | New |
| Callan Capital, LLC | 972 | $200.5K | 0.02% | +972 | New |
| Magnus Financial Group LLC | 973 | $200.6K | 0.02% | +973 | New |
| Watts Gwilliam & Co., LLC | 961 | $201.6K | 0.06% | +961 | New |
| Consilio Wealth Advisors, LLC | 979 | $201.9K | 0.09% | +979 | New |
| Strategic Advisors LLC | 983 | $202.7K | 0.04% | +983 | New |
| Keudell/Morrison Wealth Management | 993 | $204.8K | 0.06% | −270−21.4% | Reduced |
| Oder Investment Management, LLC | 996 | $205.4K | 0.19% | +996 | New |
| Kathleen S. Wright Associates Inc. | 977 | $205.6K | 0.10% | +846+645.8% | Added |
| Cetera Trust Company, N.A | 998 | $205.8K | 0.12% | 00.0% | Unchanged |
| One Day In July LLC | 998 | $205.8K | 0.03% | +998 | New |
| Waverton Investment Management Ltd | 1,000 | $206.1K | 0.00% | +1,000 | New |
| Arcadia Investment Management Corp | 1,000 | $206.1K | 0.04% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,000 | $206.2K | 0.02% | +1,000 | New |
| Marble Harbor Investment Counsel, LLC | 1,000 | $206.2K | 0.02% | +1,000 | New |
| All Terrain Financial Advisors, LLC | 1,000 | $206.2K | 0.09% | +1,000 | New |
| Full Sail Capital, LLC | 1,000 | $206.2K | 0.01% | +1,000 | New |
| Correct Capital Wealth Management | 1,000 | $206.2K | 0.05% | +1,000 | New |
| West Tower Group, LLC | 1,000 | $206.2K | 0.62% | +1,000 | New |
| MGB Wealth Management, LLC | 1,000 | $206.2K | 0.08% | +1,000 | New |
| Financial Security Advisor, Inc. | 1,004 | $207.0K | 0.07% | +1,004 | New |
| Continental Investors Services, Inc. | 992 | $207.1K | 0.49% | +992 | New |
| Aire Advisors, LLC | 1,008 | $207.9K | 0.05% | +1,008 | New |
| Revolve Wealth Partners, LLC | 1,009 | $208.1K | 0.04% | +1,009 | New |
| Benedetti & Gucer, Inc. | 1,014 | $209.0K | 0.10% | +1,014 | New |
| General Partner, Inc. | 1,017 | $209.7K | 0.13% | +326+47.2% | Added |
| Blueprint Investment Partners LLC | 1,020 | $210.6K | 0.04% | −416−29.0% | Reduced |
| Sequent Asset Management, LLC | 1,025 | $211.0K | 0.11% | +1,025 | New |
| WR Wealth Planners, LLC | 1,025 | $211.4K | 0.07% | +1,025 | New |
| Westshore Wealth, LLC | 1,036 | $213.7K | 0.09% | +1,036 | New |
| Biltmore Family Office, LLC | 1,038 | $214.1K | 0.04% | +1,038 | New |
| First County Bank | 1,038 | $214.1K | 0.10% | +1,038 | New |
| D'Orazio & Associates, Inc. | 1,042 | $214.9K | 0.03% | +1,042 | New |
| Elgethun Capital Management | 1,017 | $215.0K | 0.05% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,043 | $215.1K | 0.01% | +1,043 | New |
| David R. Rahn & Associates Inc. | 1,046 | $215.7K | 0.09% | +1,046 | New |
| Gray Wealth Management Inc. | 1,049 | $216.3K | 0.10% | +1,049 | New |
| LBMC Investment Advisors, LLC | 1,050 | $216.5K | 0.02% | +1,050 | New |
| Adalta Capital Management LLC | 1,050 | $216.5K | 0.12% | +1,050 | New |
| Samalin Investment Counsel, LLC | 1,052 | $217.0K | 0.10% | +1,052 | New |
| First Western Trust Bank | 1,057 | $218.0K | 0.01% | +1,057 | New |
| Ballast Advisors LLC | 1,057 | $218.0K | 0.07% | +1,057 | New |
| SlateStone Wealth, LLC | 1,055 | $218.0K | 0.02% | +1,055 | New |
| Cottonwood Capital Advisors, LLC | 1,060 | $218.0K | 0.17% | +1,060 | New |
| Park National Corp | 1,058 | $218.2K | 0.01% | +1,058 | New |
| Iron Financial, LLC | 1,058 | $218.2K | 0.12% | +1,058 | New |
| Aveo Capital Partners, LLC | 1,070 | $218.4K | 0.02% | +1,070 | New |
| GM Advisory Group, Inc. | 1,062 | $218.9K | 0.02% | +1,062 | New |
| S.E.E.D. Planning Group LLC | 1,063 | $219.2K | 0.08% | −1,170−52.4% | Reduced |
| LJI Wealth Management, LLC | 1,065 | $219.6K | 0.06% | +1,065 | New |
| Barings LLC | 1,070 | $220.7K | 0.01% | +1,070 | New |
| Bridge Advisory, LLC | 1,072 | $221.0K | 0.11% | +1,072 | New |
| Holistic Financial Partners | 1,074 | $221.5K | 0.11% | +1,074 | New |
| Smith Anglin Financial, LLC | 1,074 | $221.6K | 0.02% | +1,074 | New |
| Advisors Management Group Inc | 1,075 | $222.0K | 0.06% | +1,075 | New |
| Werba Rubin Papier Wealth Management | 1,077 | $222.1K | 0.06% | +1,077 | New |
| Umpqua Bank | 1,077 | $222.1K | 0.09% | +1,077 | New |
| Blueshift Asset Management, LLC | 1,079 | $222.5K | 0.12% | +1,079 | New |
| Paragon Capital Management Ltd | 1,079 | $222.6K | 0.04% | +1,079 | New |
| FirstPurpose Wealth LLC | 1,064 | $222.6K | 0.08% | −365−25.5% | Reduced |
| Valmark Advisers, Inc. | 1,084 | $223.6K | 0.00% | +1,084 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,086 | $224.0K | 0.02% | +1,086 | New |
| Welch Group, LLC | 1,086 | $224.0K | 0.01% | +1,086 | New |
| Satovsky Asset Management LLC | 1,087 | $224.2K | 0.07% | +1,087 | New |
| Mainstay Capital Management LLC | 1,088 | $224.4K | 0.04% | +1,088 | New |
| Goldstone Financial Group, LLC | 1,089 | $224.6K | 0.05% | +1,089 | New |
| Salem Investment Counselors Inc | 1,091 | $225.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,093 | $225.4K | 0.10% | +150+15.9% | Added |
| Cedar Brook Financial Partners, LLC | 1,094 | $225.6K | 0.04% | +1,094 | New |
| Hill Island Financial LLC | 1,095 | $225.8K | 0.07% | −315−22.3% | Reduced |
