| Old North State Trust, LLC | 257 | $144.0K | 0.09% | +30+13.2% | Added |
| Hillsdale Investment Management Inc. | 264 | $147.6K | 0.01% | −1,050−79.9% | Reduced |
| First Command Bank | 264 | $148.0K | 0.02% | +16+6.5% | Added |
| First Command Financial Services, Inc. | 264 | $148.0K | 0.02% | +16+6.5% | Added |
| Kozak & Associates, Inc. | 267 | $149.0K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 271 | $151.3K | 0.02% | −193−41.6% | Reduced |
| Toth Financial Advisory Corp | 271 | $151.5K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 271 | $151.5K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 276 | $154.3K | 0.01% | +75+37.3% | Added |
| Glass Jacobson Investment Advisors llc | 280 | $156.6K | 0.08% | +280 | New |
| General Partner, Inc. | 283 | $158.2K | 0.15% | +283 | New |
| Atwood & Palmer Inc | 294 | $164.4K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $167.7K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 304 | $170.0K | 0.01% | +25+9.0% | Added |
| Emfo, LLC | 310 | $173.3K | 0.17% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 310 | $173.3K | 0.03% | +7+2.3% | Added |
| Catalyst Capital Advisors LLC | 316 | $176.7K | 0.01% | −7−2.2% | Reduced |
| Baystate Wealth Management LLC | 320 | $179.0K | 0.02% | +23+7.7% | Added |
| Silicon Valley Capital Partners | 321 | $179.5K | 0.04% | +321 | New |
| Trifecta Capital Advisors, LLC | 322 | $180.0K | 0.07% | +322 | New |
| Capital Advisors, Ltd. LLC | 494 | $189.0K | 0.03% | +149+43.2% | Added |
| J.Safra Asset Management Corp | 345 | $192.0K | 0.03% | +345 | New |
| Missouri Trust & Investment Co | 358 | $200.0K | 0.12% | −13−3.5% | Reduced |
| United Bank | 359 | $200.7K | 0.03% | +359 | New |
| Trellis Advisors, LLC | 362 | $202.4K | 0.11% | +362 | New |
| PRW Wealth Management LLC | 364 | $203.5K | 0.09% | +364 | New |
| Texas Yale Capital Corp. | 365 | $204.1K | 0.01% | +365 | New |
| Beacon Financial Advisory LLC | 366 | $204.4K | 0.15% | +366 | New |
| Fermata Advisors, LLC | 364 | $205.1K | 0.06% | +364 | New |
| Hemington Wealth Management | 370 | $206.0K | 0.09% | +370 | New |
| Univest Financial Corp | 370 | $206.9K | 0.07% | +370 | New |
| Redwood Financial Network Corp | 370 | $206.9K | 0.23% | +370 | New |
| Gries Financial LLC | 371 | $207.0K | 0.07% | +371 | New |
| Smith Chas P & Associates Pa Cpas | 371 | $207.0K | 0.01% | +371 | New |
| Alliance Wealth Advisors, LLC | 371 | $207.4K | 0.17% | +371 | New |
| Ground Swell Capital, LLC | 374 | $209.1K | 0.93% | −2,806−88.2% | Reduced |
| DT Investment Partners, LLC | 374 | $209.1K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 374 | $209.1K | 0.00% | +374 | New |
| MainStreet Investment Advisors LLC | 374 | $209.1K | 0.02% | +374 | New |
| Column Capital Advisors, LLC | 375 | $209.7K | 0.03% | +74+24.6% | Added |
| Charles Schwab Investment Advisory, Inc. | 375 | $209.8K | 0.00% | +375 | New |
| Newbridge Financial Services Group, Inc. | 376 | $210.0K | 0.12% | −224−37.3% | Reduced |
| Elgethun Capital Management | 375 | $210.1K | 0.08% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 377 | $211.0K | 0.01% | +377 | New |
| Smith Anglin Financial, LLC | 378 | $211.3K | 0.04% | +378 | New |
| Howland Capital Management LLC | 378 | $211.4K | 0.01% | −145−27.7% | Reduced |
| Circle Wealth Management, LLC | 378 | $211.4K | 0.03% | +378 | New |
| Renasant Bank | 380 | $212.5K | 0.16% | +380 | New |
| Patton Fund Management, Inc. | 381 | $213.0K | 0.06% | +381 | New |
| Rollins Financial | 389 | $218.0K | 0.08% | −239−38.1% | Reduced |
| Advisor OS, LLC | 390 | $218.0K | 0.06% | +390 | New |
| Peak Planning Group, LLC | 391 | $218.6K | 0.19% | +391 | New |
| Red Wave Investments LLC | 391 | $218.6K | 0.09% | +391 | New |
| Cottonwood Capital Advisors, LLC | 391 | $218.6K | 0.20% | +391 | New |
| CWA Asset Management Group, LLC | 392 | $219.2K | 0.02% | −61−13.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 393 | $219.7K | 0.09% | +393 | New |
| Barings LLC | 394 | $220.3K | 0.01% | +394 | New |
| Revolve Wealth Partners, LLC | 394 | $220.3K | 0.06% | +394 | New |
| Delap Wealth Advisory, LLC | 397 | $222.0K | 0.23% | +397 | New |
| Amussen Hunsaker Associates LLC | 398 | $222.5K | 0.06% | +398 | New |
| Nixon Peabody Trust Co | 398 | $222.5K | 0.18% | +398 | New |
| Hofer & Associates. Inc | 398 | $222.5K | 0.22% | +398 | New |
| Beacon Capital Management, LLC | 399 | $223.1K | 0.08% | +354+786.7% | Added |
| Peak Financial Advisors LLC | 399 | $223.1K | 0.20% | +399 | New |
| B.O.S.S. Retirement Advisors, LLC | 398 | $223.4K | 0.06% | +398 | New |
| Heron Financial Group, LLC | 403 | $223.7K | 0.15% | +403 | New |
| Darwin Advisors, LLC | 387 | $223.9K | 0.06% | −1,029−72.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 402 | $224.8K | 0.13% | +402 | New |
| Eagle Bay Advisors LLC | 404 | $225.9K | 0.13% | +84+26.3% | Added |
| Smith Shellnut Wilson LLC | 404 | $225.9K | 0.14% | +404 | New |
| Headinvest, LLC | 404 | $225.9K | 0.05% | +404 | New |
| Lifestyle Asset Management, Inc. | 404 | $225.9K | 0.18% | +404 | New |
| Roundview Capital LLC | 406 | $227.0K | 0.03% | +406 | New |
| J. L. Bainbridge & Co., Inc. | 406 | $227.0K | 0.04% | +406 | New |
| Aprio Wealth Management, LLC | 406 | $227.0K | 0.08% | +406 | New |
| Abacus Planning Group, Inc. | 409 | $228.9K | 0.06% | +409 | New |
| Goldstein Advisors, LLC | 410 | $229.0K | 0.06% | +410 | New |
| Gill Capital Partners, LLC | 414 | $231.5K | 0.11% | +414 | New |
| Sandler Capital Management | 419 | $234.3K | 0.04% | +419 | New |
| Hill Island Financial LLC | 419 | $234.3K | 0.10% | +419 | New |
| Key Client Fiduciary Advisors, LLC | 420 | $235.0K | 0.16% | +420 | New |
| Covestor Ltd | 419 | $235.0K | 0.19% | +30+7.7% | Added |
| RW Investment Management LLC | 422 | $236.0K | 0.09% | +422 | New |
| Talisman Wealth Advisors LLC | 422 | $236.0K | 0.50% | +422 | New |
| Vantage Consulting Group Inc | 423 | $236.5K | 0.14% | −41−8.8% | Reduced |
| Syntax Advisors, LLC | 423 | $236.5K | 0.20% | −41−8.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 426 | $238.2K | 0.07% | +426 | New |
| Moloney Securities Asset Management, LLC | 426 | $238.2K | 0.05% | +426 | New |
| L.M. Kohn & Company | 427 | $238.7K | 0.11% | +427 | New |
| Kolinsky Wealth Management, LLC | 428 | $239.0K | 0.27% | +428 | New |
| Finer Wealth Management, Inc. | 428 | $239.3K | 0.22% | +428 | New |
| Secure Asset Management, LLC | 431 | $241.2K | 0.09% | −50−10.4% | Reduced |
| Bangor Savings Bank | 434 | $242.0K | 0.03% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 433 | $242.0K | 0.09% | +433 | New |
| Country Trust Bank | 433 | $242.1K | 0.01% | −15−3.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 436 | $243.8K | 0.07% | +436 | New |
| NinePointTwo Capital | 437 | $244.0K | 0.10% | +437 | New |
| Sovereign Financial Group, Inc. | 437 | $244.3K | 0.10% | +437 | New |
| NBW Capital LLC | 438 | $244.9K | 0.06% | +438 | New |
| Marino, Stram & Associates LLC | 440 | $245.9K | 0.08% | +440 | New |
