| Colonial Trust Co | 449 | $145.4K | 0.02% | +1+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 464 | $150.2K | 0.07% | −14−2.9% | Reduced |
| Compass Wealth Management LLC | 469 | $151.9K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 480 | $155.4K | 0.00% | +480 | New |
| Bray Capital Advisors | 500 | $161.9K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 500 | $161.9K | 0.03% | +500 | New |
| Foster Dykema Cabot & Partners, LLC | 501 | $162.2K | 0.01% | +3+0.6% | Added |
| Deseret Mutual Benefit Administrators | 542 | $175.5K | 0.09% | −327−37.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 560 | $181.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 569 | $184.2K | 0.01% | +569 | New |
| Washington Trust Advisors, Inc. | 570 | $184.6K | 0.02% | +570 | New |
| Crewe Advisors LLC | 572 | $185.2K | 0.02% | +2+0.4% | Added |
| Ci Investments Inc. | 580 | $188.0K | 0.00% | −23−3.8% | Reduced |
| Quent Capital, LLC | 587 | $190.4K | 0.02% | −19−3.1% | Reduced |
| Skopos Labs, Inc. | 597 | $193.3K | 0.06% | +597 | New |
| Chiron Investment Management, LLC | 601 | $194.6K | 0.07% | +601 | New |
| Traphagen Investment Advisors LLC | 619 | $200.3K | 0.02% | +619 | New |
| MJP Associates Inc | 620 | $200.7K | 0.04% | +620 | New |
| Douglas Lane & Associates, LLC | 620 | $200.8K | 0.00% | +620 | New |
| Soltis Investment Advisors LLC | 620 | $200.9K | 0.02% | +620 | New |
| Bremer Bank National Association | 621 | $201.1K | 0.04% | +621 | New |
| SignalPoint Asset Management, LLC | 617 | $201.4K | 0.05% | +617 | New |
| Berry Wealth Group, LP | 625 | $202.4K | 0.15% | +625 | New |
| Wimmer Associates 1, LLC | 626 | $202.7K | 0.10% | +626 | New |
| LMG Wealth Partners, LLC | 628 | $203.3K | 0.05% | +628 | New |
| FSM Wealth Advisors, LLC | 629 | $203.5K | 0.05% | +629 | New |
| Bush Investment Group, LLC | 630 | $204.0K | 0.16% | +630 | New |
| Camden Capital, LLC | 634 | $205.1K | 0.02% | +634 | New |
| Centiva Capital, LP | 634 | $205.3K | 0.01% | +634 | New |
| Ground Swell Capital, LLC | 635 | $205.6K | 0.29% | +635 | New |
| Summit Global Investments | 636 | $206.0K | 0.01% | +636 | New |
| EverSource Wealth Advisors, LLC | 642 | $207.8K | 0.01% | −34−5.0% | Reduced |
| Beach Investment Counsel Inc | 643 | $208.0K | 0.03% | −383−37.3% | Reduced |
| Crescent Grove Advisors, LLC | 644 | $208.5K | 0.02% | +644 | New |
| Pine Valley Investments Ltd Liability Co | 644 | $208.6K | 0.01% | +644 | New |
| Betterment LLC | 645 | $209.0K | 0.00% | +645 | New |
| Union Savings Bank | 646 | $209.2K | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 637 | $209.8K | 0.01% | +637 | New |
| Ingalls & Snyder LLC | 648 | $210.0K | 0.01% | +648 | New |
| Cape Investment Advisory, Inc. | 650 | $210.5K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 654 | $211.7K | 0.05% | +654 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 654 | $211.8K | 0.03% | +654 | New |
| Palisades Hudson Asset Management, L.P. | 655 | $212.0K | 0.09% | +655 | New |
| FRG Family Wealth Advisors LLC | 655 | $212.1K | 0.04% | +655 | New |
| Taylor Financial Group, Inc. | 655 | $212.1K | 0.15% | +655 | New |
| Ssi Investment Management LLC | 657 | $212.7K | 0.02% | +657 | New |
| Adirondack Trust Co | 658 | $213.0K | 0.08% | −112−14.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 660 | $213.7K | 0.03% | +660 | New |
| Alpha Family Trust | 661 | $214.0K | 0.12% | +661 | New |
| Optas, LLC | 666 | $215.6K | 0.05% | +666 | New |
| IMPACTfolio, LLC | 666 | $215.6K | 0.11% | +666 | New |
| Spire Wealth Management | 668 | $216.4K | 0.01% | +50+8.1% | Added |
| Catalyst Financial Partners LLC | 669 | $216.6K | 0.04% | +669 | New |
| Capital Analysts, LLC | 673 | $218.0K | 0.01% | +1+0.1% | Added |
| Capital City Trust Co | 674 | $218.2K | 0.05% | +674 | New |
| Cohen Capital Management, Inc. | 675 | $218.6K | 0.04% | +675 | New |
| AMG National Trust Bank | 677 | $219.2K | 0.01% | +677 | New |
| Choate Investment Advisors | 680 | $220.2K | 0.01% | −210−23.6% | Reduced |
| One Capital Management, LLC | 682 | $220.8K | 0.01% | +682 | New |
| Wellspring Financial Advisors, LLC | 683 | $221.2K | 0.03% | +683 | New |
| Hudock, Inc. | 683 | $221.3K | 0.04% | +683 | New |
| CRA Financial Services, LLC | 685 | $221.8K | 0.04% | +685 | New |
| Leavell Investment Management, Inc. | 685 | $221.9K | 0.01% | +685 | New |
| Sentry Investment Management LLC | 686 | $222.0K | 0.09% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 690 | $223.4K | 0.19% | 00.0% | Unchanged |
| CIC Wealth, LLC | 690 | $223.5K | 0.06% | +690 | New |
| Uhlmann Price Securities, LLC | 700 | $226.7K | 0.18% | +700 | New |
| Wall Street Access Asset Management, LLC | 700 | $226.7K | 0.09% | +700 | New |
| Destination Wealth Management | 701 | $227.0K | 0.01% | +701 | New |
| Bristlecone Advisors, LLC | 703 | $227.6K | 0.02% | +703 | New |
| AdvisorNet Financial, Inc | 704 | $227.9K | 0.02% | +176+33.3% | Added |
| Valmark Advisers, Inc. | 706 | $228.6K | 0.00% | −32−4.3% | Reduced |
| Avidian Wealth Solutions, LLC | 709 | $229.6K | 0.01% | +709 | New |
| Mandatum Life Insurance Co Ltd | 710 | $229.9K | 0.07% | +710 | New |
| Keel Point, LLC | 713 | $230.7K | 0.02% | −27−3.6% | Reduced |
| Old North State Trust, LLC | 718 | $232.0K | 0.19% | +718 | New |
| Fairscale Capital, LLC | 717 | $232.2K | 0.20% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 719 | $232.9K | 0.02% | +719 | New |
| Moneta Group Investment Advisors LLC | 720 | $233.1K | 0.00% | −177−19.7% | Reduced |
| Columbia Asset Management | 725 | $235.0K | 0.04% | 00.0% | Unchanged |
| Geller Advisors LLC | 726 | $235.1K | 0.02% | −835−53.5% | Reduced |
| Park National Corp | 726 | $235.1K | 0.01% | −4−0.5% | Reduced |
| NorthRock Partners, LLC | 729 | $236.2K | 0.01% | +729 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 730 | $236.4K | 0.13% | −61−7.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 730 | $236.4K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 729 | $236.4K | 0.01% | −9−1.2% | Reduced |
| MCF Advisors LLC | 731 | $236.8K | 0.02% | +30+4.3% | Added |
| Edgestream Partners, L.P. | 732 | $237.0K | 0.01% | −1,426−66.1% | Reduced |
| Valley National Advisers Inc | 736 | $238.0K | 0.04% | −589−44.5% | Reduced |
| Evermay Wealth Management LLC | 737 | $238.6K | 0.04% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 739 | $239.4K | 0.02% | +739 | New |
| Ramirez Asset Management, Inc. | 740 | $239.6K | 0.05% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 741 | $239.9K | 0.01% | +741 | New |
| Boothbay Fund Management, LLC | 745 | $241.2K | 0.01% | +745 | New |
| RMB Capital Management, LLC | 751 | $243.2K | 0.01% | +751 | New |
| Asset Allocation & Management Company, LLC | 763 | $247.0K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 769 | $249.0K | 0.02% | +6+0.8% | Added |
| River Wealth Advisors LLC | 769 | $249.0K | 0.03% | +8+1.1% | Added |
| American Trust Investment Advisors, LLC | 772 | $250.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 784 | $253.9K | 0.17% | −499−38.9% | Reduced |
