| Legacy Advisors, LLC | 58 | $210.4K | 0.03% | +58 | New |
| Park Place Capital Corp | 58 | $210.4K | 0.08% | +58 | New |
| Inspire Trust Co, N.A. | 59 | $214.0K | 0.12% | −4−6.3% | Reduced |
| MV Capital Management, Inc. | 59 | $214.0K | 0.02% | +11+22.9% | Added |
| Marietta Wealth Management, LLC | 59 | $214.0K | 0.04% | +59 | New |
| Shepherd Financial Partners LLC | 59 | $214.0K | 0.03% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 60 | $217.7K | 0.05% | −8−11.8% | Reduced |
| Lindbrook Capital, LLC | 60 | $217.7K | 0.02% | +26+76.5% | Added |
| MTM Investment Management, LLC | 60 | $217.7K | 0.09% | +60 | New |
| Douglas Lane & Associates, LLC | 61 | $221.3K | 0.00% | −1−1.6% | Reduced |
| Affinity Investment Advisors, LLC | 61 | $221.3K | 0.16% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 61 | $221.3K | 0.03% | +24+64.9% | Added |
| Terra Nova Asset Management LLC | 61 | $221.3K | 0.18% | +61 | New |
| Hennion & Walsh Asset Management, Inc. | 61 | $221.3K | 0.01% | +61 | New |
| AMG National Trust Bank | 61 | $221.3K | 0.01% | −25−29.1% | Reduced |
| Stonehearth Capital Management, LLC | 62 | $224.9K | 0.10% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 62 | $224.9K | 0.07% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 62 | $224.9K | 0.20% | +62 | New |
| Altfest L J & Co Inc | 62 | $225.0K | 0.03% | −3−4.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62 | $225.1K | 0.01% | +40+181.8% | Added |
| Smith, Moore & Co. | 62 | $225.2K | 0.02% | −1−1.6% | Reduced |
| NewEdge Wealth, LLC | 65 | $225.7K | 0.01% | +65 | New |
| Stanley-Laman Group, Ltd. | 63 | $228.6K | 0.03% | −1,539−96.1% | Reduced |
| Kavar Capital Partners Group, LLC | 63 | $228.6K | 0.04% | −63−50.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 63 | $228.6K | 0.06% | −1−1.6% | Reduced |
| Grandfield & Dodd, LLC | 63 | $228.6K | 0.01% | +1+1.6% | Added |
| Bank of Hawaii | 63 | $228.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 63 | $228.6K | 0.07% | −3−4.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 63 | $229.0K | 0.00% | +1+1.6% | Added |
| Warren Street Wealth Advisors, LLC | 64 | $232.2K | 0.12% | −1−1.5% | Reduced |
| MGB Wealth Management, LLC | 64 | $232.2K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 64 | $232.2K | 0.03% | +64 | New |
| Perennial Investment Advisors, LLC | 64 | $232.2K | 0.04% | +5+8.5% | Added |
| Aspiriant, LLC | 65 | $235.8K | 0.01% | +3+4.8% | Added |
| Circle Wealth Management, LLC | 65 | $235.8K | 0.01% | −190−74.5% | Reduced |
| LVW Advisors, LLC | 65 | $235.8K | 0.04% | +65 | New |
| American Trust | 66 | $239.4K | 0.02% | −80−54.8% | Reduced |
| Synergy Financial Group, LTD | 66 | $239.4K | 0.27% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 66 | $239.4K | 0.02% | +4+6.5% | Added |
| Flputnam Investment Management Co | 67 | $243.1K | 0.01% | −3−4.3% | Reduced |
| Beaumont Financial Advisors, LLC | 67 | $243.1K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 67 | $243.1K | 0.04% | +35+109.4% | Added |
| Optiver Holding B.V. | 67 | $243.1K | 0.01% | +67 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67 | $243.1K | 0.01% | +67 | New |
| Csenge Advisory Group | 67 | $243.1K | 0.01% | +3+4.7% | Added |
| Prospera Financial Services Inc | 68 | $246.7K | 0.01% | +9+15.3% | Added |
| Tompkins Financial Corp | 68 | $246.7K | 0.03% | +10+17.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 68 | $247.3K | 0.10% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 69 | $250.3K | 0.04% | −5−6.8% | Reduced |
| Eastern Bank | 69 | $250.3K | 0.01% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 69 | $250.3K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 69 | $250.3K | 0.01% | −23−25.0% | Reduced |
| SOA Wealth Advisors, LLC. | 69 | $250.3K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 69 | $251.0K | 0.02% | +7+11.3% | Added |
| Gratus Wealth Advisors, LLC | 74 | $253.8K | 0.05% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 70 | $254.0K | 0.07% | −183−72.3% | Reduced |
| Sound Income Strategies, LLC | 70 | $254.1K | 0.02% | +25+55.6% | Added |
| Rosenbaum Jay D. | 71 | $257.6K | 1.46% | −172−70.8% | Reduced |
| Wexford Capital LP | 71 | $257.6K | 0.05% | +71 | New |
| HM Payson & Co | 71 | $257.6K | 0.00% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 71 | $259.3K | 0.15% | +71 | New |
| Jefferies Financial Group Inc. | 72 | $261.2K | 0.01% | −1,530−95.5% | Reduced |
| LCNB Corp | 72 | $261.2K | 0.09% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 72 | $261.3K | 0.02% | −21−22.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 73 | $264.8K | 0.16% | −14−16.1% | Reduced |
| Capital Investment Advisory Services, LLC | 73 | $264.8K | 0.03% | −1−1.4% | Reduced |
| Quantum Financial Advisors, LLC | 73 | $264.8K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 73 | $264.8K | 0.00% | −2−2.7% | Reduced |
| Parkside Financial Bank & Trust | 73 | $264.8K | 0.04% | +4+5.8% | Added |
| Personal Cfo Solutions, LLC | 73 | $264.8K | 0.04% | −1−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 74 | $268.1K | 0.01% | −9−10.8% | Reduced |
| PFG Advisors | 74 | $268.6K | 0.02% | −20−21.3% | Reduced |
| VisionPoint Advisory Group, LLC | 75 | $272.1K | 0.10% | −2−2.6% | Reduced |
| Traveka Wealth, LLC | 75 | $272.1K | 0.13% | +5+7.1% | Added |
| Berger Financial Group, Inc | 75 | $272.1K | 0.02% | +2+2.7% | Added |
| GM Advisory Group, Inc. | 75 | $272.2K | 0.02% | 00.0% | Unchanged |
| Saturna Capital CORP | 76 | $275.7K | 0.00% | −14−15.6% | Reduced |
| Exchange Bank | 76 | $275.7K | 0.23% | 00.0% | Unchanged |
| Dakota Wealth Management | 76 | $275.7K | 0.01% | +11+16.9% | Added |
| Aviance Capital Partners, LLC | 77 | $279.3K | 0.04% | −14−15.4% | Reduced |
| Sentinus, LLC | 77 | $279.3K | 0.10% | +77 | New |
| Marcum Wealth, LLC | 77 | $279.5K | 0.03% | +2+2.7% | Added |
| Wedge Capital Management L L P | 78 | $283.0K | 0.00% | +2+2.6% | Added |
| Aprio Wealth Management, LLC | 78 | $283.0K | 0.06% | +16+25.8% | Added |
| CBOE Vest Financial, LLC | 78 | $283.0K | 0.01% | +78 | New |
| Optimist Retirement Group LLC | 78 | $283.0K | 0.15% | +78 | New |
| Chicago Partners Investment Group LLC | 81 | $286.3K | 0.01% | +2+2.5% | Added |
| McLean Asset Management Corp | 80 | $286.6K | 0.10% | +1+1.3% | Added |
| Matrix Private Capital Group LLC | 79 | $286.6K | 0.19% | −20−20.2% | Reduced |
| Consolidated Portfolio Review Corp | 79 | $286.6K | 0.08% | −5−6.0% | Reduced |
| Webster Bank, N. A. | 79 | $286.6K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 79 | $286.6K | 0.06% | +41+107.9% | Added |
| Gsa Capital Partners LLP | 80 | $290.0K | 0.02% | −377−82.5% | Reduced |
| Fort, L.P. | 80 | $290.2K | 0.73% | −9−10.1% | Reduced |
| IMS Capital Management | 80 | $290.2K | 0.13% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 80 | $290.2K | 0.04% | +80 | New |
| Centurion Wealth Management LLC | 80 | $290.3K | 0.11% | −2−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 81 | $293.9K | 0.03% | −7−8.0% | Reduced |
| American National Bank | 81 | $293.9K | 0.04% | −2−2.4% | Reduced |
| Portside Wealth Group, LLC | 81 | $293.9K | 0.05% | +7+9.5% | Added |
