| Avalon Trust Co | 480 | $141.9K | 0.01% | −304−38.8% | Reduced |
| TSFG, LLC | 490 | $145.0K | 0.05% | −78−13.7% | Reduced |
| West Branch Capital LLC | 492 | $145.5K | 0.07% | +32+7.0% | Added |
| BKM Wealth Management, LLC | 495 | $146.6K | 0.06% | +495 | New |
| M&R Capital Management Inc | 500 | $147.8K | 0.04% | −504−50.2% | Reduced |
| Hillsdale Investment Management Inc. | 500 | $147.8K | 0.01% | −190−27.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 517 | $153.0K | 0.00% | +517 | New |
| Dakota Community Bank & Trust NA | 530 | $156.7K | 0.88% | +31+6.2% | Added |
| First Personal Financial Services | 533 | $157.6K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 541 | $160.0K | 0.16% | +2+0.4% | Added |
| Stephens Consulting, LLC | 551 | $162.8K | 0.06% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 557 | $164.7K | 0.15% | +557 | New |
| Beaird Harris Wealth Management, LLC | 562 | $166.2K | 0.02% | +8+1.4% | Added |
| Planned Solutions, Inc. | 571 | $168.8K | 0.08% | +571 | New |
| Main Street Group, LTD | 573 | $169.8K | 0.06% | +573 | New |
| Capital Analysts, LLC | 593 | $176.0K | 0.01% | −3−0.5% | Reduced |
| State of Wyoming | 615 | $181.8K | 0.03% | −601−49.4% | Reduced |
| Godsey & Gibb Associates | 629 | $185.8K | 0.02% | 00.0% | Unchanged |
| AJOVista, LLC | 641 | $189.5K | 0.24% | +641 | New |
| Independence Bank of Kentucky | 645 | $190.7K | 0.07% | +283+78.2% | Added |
| Pathway Financial Advisers, LLC | 649 | $191.8K | 0.07% | +30+4.8% | Added |
| Glass Jacobson Investment Advisors llc | 651 | $192.5K | 0.08% | −2−0.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 660 | $195.1K | 0.15% | +660 | New |
| Pinnacle Bancorp, Inc. | 665 | $196.6K | 0.06% | −132−16.6% | Reduced |
| Pacific Center for Financial Services | 673 | $199.0K | 0.06% | +3+0.4% | Added |
| Financial Enhancement Group LLC | 719 | $200.3K | 0.04% | +719 | New |
| Venturi Wealth Management, LLC | 679 | $200.7K | 0.01% | −13−1.9% | Reduced |
| McLean Asset Management Corp | 695 | $200.8K | 0.08% | +695 | New |
| Prudent Man Advisors, LLC | 0 | $200.9K | 0.07% | −390−100.0% | Reduced |
| Gallacher Capital Management LLC | 681 | $201.4K | 0.11% | −825−54.8% | Reduced |
| Apella Capital, LLC | 705 | $201.6K | 0.01% | +705 | New |
| Hartline Investment Corp | 683 | $201.9K | 0.03% | +683 | New |
| Kerntke Otto McGlone Wealth Management Group | 684 | $202.4K | 0.20% | +684 | New |
| Granite FO LLC | 685 | $202.5K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 685 | $202.5K | 0.05% | +685 | New |
| Piscataqua Savings Bank | 686 | $202.8K | 0.19% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 686 | $202.8K | 0.22% | −94−12.1% | Reduced |
| AlphaStar Capital Management, LLC | 689 | $203.7K | 0.02% | +689 | New |
| E Fund Management Co., Ltd. | 690 | $204.0K | 0.01% | −107−13.4% | Reduced |
| Semus Wealth Partners LLC | 690 | $204.0K | 0.17% | +690 | New |
| Hills Bank & Trust Co | 691 | $204.3K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 692 | $204.6K | 0.01% | +692 | New |
| Clear Creek Financial Management, LLC | 694 | $205.2K | 0.03% | −259−27.2% | Reduced |
| Chatham Capital Group, Inc. | 695 | $205.8K | 0.04% | +695 | New |
| Claret Asset Management Corp | 696 | $206.0K | 0.04% | +696 | New |
| Independent Solutions Wealth Management, LLC | 697 | $206.1K | 0.05% | +697 | New |
| Pekin Hardy Strauss, Inc. | 698 | $206.3K | 0.03% | +698 | New |
| Keebeck Wealth Management, LLC | 698 | $206.4K | 0.03% | +698 | New |
| Key Client Fiduciary Advisors, LLC | 698 | $206.5K | 0.12% | +698 | New |
| Penbrook Management LLC | 700 | $207.0K | 0.14% | +700 | New |
| Stone Run Capital, LLC | 700 | $207.0K | 0.09% | +700 | New |
| Northside Capital Management, LLC | 700 | $207.0K | 0.06% | +700 | New |
| Meritas Wealth Management, LLC | 700 | $207.0K | 0.16% | +700 | New |
| Trust Co of Kansas | 701 | $207.0K | 0.11% | +701 | New |
| Global Financial Private Client, LLC | 701 | $207.3K | 0.10% | 00.0% | Unchanged |
| Owen LaRue, LLC | 701 | $207.4K | 0.20% | +701 | New |
| Lynch & Associates | 702 | $207.6K | 0.05% | +702 | New |
| TMD Wealth Management, LLC | 702 | $207.6K | 0.05% | +702 | New |
| Successful Portfolios LLC | 703 | $208.0K | 0.16% | +703 | New |
| Eubel Brady & Suttman Asset Management Inc | 704 | $208.0K | 0.03% | +704 | New |
| Aviso Wealth Management | 706 | $208.8K | 0.15% | +706 | New |
| Fragasso Group Inc. | 706 | $208.9K | 0.02% | +706 | New |
| Gamco Investors, Inc. Et Al | 708 | $209.3K | 0.00% | −66−8.5% | Reduced |
| Lewis Asset Management, LLC | 708 | $209.4K | 0.19% | +708 | New |
| Luts & Greenleigh Group, Inc | 709 | $209.7K | 0.26% | +709 | New |
| Sageworth Trust Co | 710 | $209.9K | 0.01% | −40−5.3% | Reduced |
| Private Capital Management LLC | 710 | $209.9K | 0.05% | +710 | New |
| Saxon Interests, Inc. | 710 | $209.9K | 0.11% | +710 | New |
| Sunpointe, LLC | 710 | $209.9K | 0.27% | +710 | New |
| Guardian Capital LP | 711 | $210.2K | 0.01% | +711 | New |
| Ulland Investment Advisors, LLC | 715 | $211.0K | 0.21% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 713 | $211.0K | 0.04% | +713 | New |
| Roberts Glore & Co Inc | 714 | $211.1K | 0.07% | +714 | New |
| Kendall Capital Management | 714 | $211.1K | 0.08% | +714 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 717 | $212.0K | 0.09% | +9+1.3% | Added |
| First United Bank Trust | 720 | $212.9K | 0.09% | +720 | New |
| Jackson Wealth Management, LLC | 721 | $213.0K | 0.03% | −347−32.5% | Reduced |
| First International Bank & Trust | 725 | $214.4K | 0.08% | +725 | New |
| Tilia Fiduciary Partners, Inc. | 726 | $214.8K | 0.20% | −32−4.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 730 | $215.8K | 0.09% | +730 | New |
| Northcape Wealth Management, LLC | 732 | $216.4K | 0.08% | −42−5.4% | Reduced |
| Intrepid Capital Management Inc | 733 | $216.7K | 0.15% | +36+5.2% | Added |
| Sterling Investment Counsel, LLC | 734 | $217.1K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 696 | $217.7K | 0.06% | +696 | New |
| Coastal Bridge Advisors, LLC | 743 | $219.7K | 0.06% | +743 | New |
| Leibman Financial Services, Inc. | 744 | $220.0K | 0.18% | +744 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 745 | $220.3K | 0.04% | +745 | New |
| First Interstate Bank | 746 | $220.6K | 0.02% | −168−18.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 747 | $220.9K | 0.08% | −2−0.3% | Reduced |
| Arcus Capital Partners, LLC | 748 | $221.1K | 0.08% | −1,345−64.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 748 | $221.2K | 0.01% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 750 | $221.8K | 0.17% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 750 | $221.8K | 0.04% | +750 | New |
| ERTS Wealth Advisors, LLC | 750 | $221.8K | 0.05% | +750 | New |
| Pingora Partners LLC | 750 | $221.8K | 0.20% | +750 | New |
| First Affirmative Financial Network | 750 | $221.8K | 0.18% | −120−13.8% | Reduced |
| Sabal Trust CO | 752 | $222.3K | 0.01% | −120−13.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 752 | $222.3K | 0.01% | 00.0% | Unchanged |
| Barton Investment Management | 753 | $222.6K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 754 | $222.9K | 0.07% | +754 | New |
