| Perkins Capital Management Inc | 380 | $216.0K | 0.15% | +380 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 381 | $216.0K | 0.14% | +381 | New |
| Royal Capital Wealth Management, LLC | 380 | $216.0K | 0.21% | +380 | New |
| First Financial Bank - Trust Division | 383 | $217.0K | 0.02% | +383 | New |
| Courage Miller Partners, LLC | 382 | $217.0K | 0.08% | +382 | New |
| Avaii Wealth Management, LLC | 382 | $217.0K | 0.22% | +382 | New |
| Ibex Wealth Advisors | 384 | $218.0K | 0.04% | +50+15.0% | Added |
| Wolf Group Capital Advisors | 384 | $218.0K | 0.04% | +384 | New |
| Intellectus Partners, LLC | 385 | $219.0K | 0.06% | +385 | New |
| Andesa Financial Management Inc. | 385 | $219.0K | 0.11% | +385 | New |
| David Loasby | 387 | $220.0K | 0.03% | −392−50.3% | Reduced |
| Freedman Financial Associates, Inc. | 387 | $220.0K | 0.15% | −42−9.8% | Reduced |
| Reik & Co., LLC | 387 | $220.0K | 0.05% | +387 | New |
| Detalus Advisors, LLC | 388 | $220.0K | 0.11% | +388 | New |
| Chesapeake Wealth Management | 390 | $221.0K | 0.07% | −84−17.7% | Reduced |
| Activest Wealth Management | 389 | $221.0K | 0.14% | +109+38.9% | Added |
| Stewart & Patten Co LLC | 390 | $221.0K | 0.03% | +390 | New |
| Security National Bank of So Dak | 389 | $221.0K | 0.15% | +389 | New |
| Silver Lake Advisory, LLC | 389 | $221.0K | 0.10% | +389 | New |
| Bowman & Co S.C. | 388 | $221.0K | 0.17% | +388 | New |
| Resurgent Financial Advisors LLC | 389 | $221.0K | 0.18% | +389 | New |
| SevenBridge Financial Group, LLC | 391 | $222.0K | 0.07% | +391 | New |
| Newman & Schimel, LLC | 391 | $222.0K | 0.13% | +391 | New |
| Zhang Financial LLC | 392 | $223.0K | 0.04% | +392 | New |
| Alpha Omega Wealth Management LLC | 434 | $224.0K | 0.03% | −50−10.3% | Reduced |
| BTC Capital Management, Inc. | 395 | $224.0K | 0.02% | +395 | New |
| Harbor Group, Inc. | 395 | $224.0K | 0.13% | +395 | New |
| HighMark Wealth Management LLC | 396 | $225.0K | 0.14% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 396 | $225.0K | 1.31% | +396 | New |
| Ignite Planners, LLC | 460 | $225.0K | 0.15% | +460 | New |
| Von Berge Wealth Management Group, LLC | 446 | $225.0K | 0.21% | +446 | New |
| Kerntke Otto McGlone Wealth Management Group | 398 | $226.0K | 0.28% | +398 | New |
| Bickling Financial Services, Inc. | 398 | $226.0K | 0.11% | +398 | New |
| Adalta Capital Management LLC | 400 | $227.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 400 | $227.0K | 0.02% | +400 | New |
| Forbes J M & Co LLP | 400 | $227.0K | 0.03% | +400 | New |
| Garland Capital Management Inc | 400 | $227.0K | 0.16% | +400 | New |
| Page Arthur B | 400 | $227.0K | 0.16% | +400 | New |
| Vantage Financial Partners Ltd., Inc. | 400 | $227.0K | 0.11% | +400 | New |
| Hapanowicz & Associates Financial Services, Inc | 400 | $227.0K | 0.10% | +400 | New |
| Paradigm, Strategies in Wealth Management, LLC | 400 | $227.0K | 0.23% | +400 | New |
| Halpern Financial, Inc. | 401 | $227.8K | 0.10% | +400+40,000.0% | Added |
| Cassia Capital Partners, LLC | 404 | $229.0K | 0.15% | +404 | New |
| Concord Wealth Partners | 406 | $230.0K | 0.06% | +169+71.3% | Added |
| First National Bank & Trust Co of Newtown | 407 | $231.0K | 0.04% | +407 | New |
| Shulman DeMeo Asset Management LLC | 406 | $231.0K | 0.06% | +406 | New |
| Snider Financial Group | 409 | $232.0K | 0.10% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 408 | $232.0K | 0.23% | +408 | New |
| PFS Investments Inc. | 410 | $233.0K | 0.00% | +410 | New |
| Aldebaran Financial Inc. | 410 | $233.0K | 0.18% | +410 | New |
| Boltwood Capital Management | 411 | $233.0K | 0.09% | +411 | New |
| Hemington Wealth Management | 622 | $234.0K | 0.11% | −479−43.5% | Reduced |
| CenterStar Asset Management, LLC | – | $234.0K | 0.18% | – | New |
| Wolff Financial Management LLC | 413 | $234.0K | 0.09% | +413 | New |
| Alliance Wealth Advisors, LLC | 412 | $234.0K | 0.19% | +412 | New |
| Fortress Wealth Management, Inc. | 413 | $234.0K | 0.18% | +413 | New |
| Sustainable Insight Capital Management, LLC | 414 | $235.0K | 0.13% | −231−35.8% | Reduced |
| San Luis Wealth Advisors LLC | 414 | $235.0K | 0.24% | +414 | New |
| Bell Bank | 415 | $236.0K | 0.03% | +415 | New |
| ETF Store, Inc. | 459 | $236.0K | 0.18% | +459 | New |
| Princeton Global Asset Management LLC | 418 | $237.0K | 0.07% | −180−30.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 418 | $237.0K | 0.12% | +418 | New |
| Icapital Wealth LLC | 417 | $237.0K | 0.09% | +417 | New |
| Clay Northam Wealth Management, LLC | 418 | $237.0K | 0.22% | +418 | New |
| Gillespie Robinson & Grimm Inc | 420 | $238.0K | 0.02% | +420 | New |
| Reston Wealth Management LLC | 420 | $239.0K | 0.12% | +420 | New |
| Single Point Partners, LLC | 423 | $240.0K | 0.06% | −119−22.0% | Reduced |
| E&G Advisors, LP | 425 | $241.0K | 0.06% | −25−5.6% | Reduced |
| Redwood Investment Management, LLC | 425 | $241.0K | 0.03% | +425 | New |
| Fairhaven Wealth Management, LLC | 425 | $241.0K | 0.09% | +425 | New |
| Cribstone Capital Management, LLC | 426 | $242.0K | 0.13% | −17−3.8% | Reduced |
| Blue Square Asset Management, LLC | 426 | $242.0K | 0.15% | +426 | New |
| M. Kulyk & Associates, LLC | 427 | $242.0K | 0.06% | +427 | New |
| Eagle Bay Advisors LLC | 430 | $244.0K | 0.16% | −226−34.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 432 | $245.0K | 0.02% | +432 | New |
| Noesis Capital Mangement Corp | 432 | $245.0K | 0.05% | +432 | New |
| Castleview Partners, LLC | 139,370 | $245.0K | 0.00% | +139,370 | New |
| Connolly Sarah T. | 431 | $245.0K | 0.14% | +431 | New |
| Sandy Cove Advisors, LLC | 437 | $248.0K | 0.21% | +437 | New |
| Sierra Capital LLC | 439 | $249.0K | 0.04% | +112+34.3% | Added |
| Fulcrum Equity Management | 438 | $249.0K | 0.09% | +438 | New |
| Heartwood Wealth Advisors LLC | 439 | $249.0K | 0.04% | +439 | New |
| Arbor Wealth Management, LLC | 441 | $250.0K | 0.05% | +441 | New |
| Dillon & Associates Inc | 442 | $251.0K | 0.04% | +442 | New |
| AlphaStar Capital Management, LLC | 500 | $252.0K | 0.02% | −123−19.7% | Reduced |
| DSC Advisors, L.P. | 444 | $252.0K | 0.29% | −76−14.6% | Reduced |
| Orin Green Financial, LLC | 487 | $252.0K | 0.18% | −30−5.8% | Reduced |
| 4J Wealth Management LLC | 446 | $253.0K | 0.21% | −7−1.5% | Reduced |
| Founders Capital Management | 445 | $253.0K | 0.16% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 447 | $253.0K | 0.22% | +447 | New |
| Hutchens & Kramer Investment Management Group, LLC | 453 | $253.0K | 0.16% | +453 | New |
| Means Investment Co., Inc. | 448 | $254.0K | 0.05% | +448 | New |
| Campbell & CO Investment Adviser LLC | 448 | $254.0K | 0.09% | +448 | New |
| Mountain Capital Investment Advisors, Inc | 488 | $255.0K | 0.12% | +17+3.6% | Added |
| Bourgeon Capital Management LLC | 450 | $255.0K | 0.05% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 449 | $255.0K | 0.15% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 448 | $255.0K | 0.02% | +14+3.2% | Added |
| Moreno Evelyn V | 450 | $255.0K | 0.05% | +450 | New |
| Centennial Wealth Advisory LLC | 450 | $256.0K | 0.14% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 452 | $257.0K | 0.04% | 00.0% | Unchanged |
