| Private Capital Group, LLC | 550 | $189.0K | 0.04% | −44−7.4% | Reduced |
| Iron Horse Wealth Management, LLC | 558 | $191.0K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 564 | $193.0K | 0.09% | +564 | New |
| Covington Capital Management | 574 | $197.0K | 0.01% | −25−4.2% | Reduced |
| C M Bidwell & Associates Ltd | 578 | $198.0K | 0.12% | +182+46.0% | Added |
| Johnson Financial Group, LLC | 582 | $200.0K | 0.03% | +582 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 584 | $200.0K | 0.06% | +584 | New |
| Allred Capital Management, LLC | 586 | $200.0K | 0.10% | +586 | New |
| CWS Financial Advisors, LLC | 583 | $200.0K | 0.07% | +583 | New |
| CX Institutional | 587 | $201.0K | 0.02% | −31−5.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 585 | $201.0K | 0.01% | +585 | New |
| WP Advisors, LLC | 585 | $201.0K | 0.08% | +585 | New |
| Cornerstone Advisory, LLC | 589 | $202.0K | 0.03% | +589 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 590 | $202.0K | 0.11% | +590 | New |
| Foundations Investment Advisors, LLC | 537 | $202.0K | 0.01% | +537 | New |
| Compass Financial Advisors LLC | 590 | $202.0K | 0.22% | +590 | New |
| JSF Financial, LLC | 592 | $203.0K | 0.10% | −70−10.6% | Reduced |
| Douglas Lane & Associates, LLC | 592 | $203.0K | 0.00% | +592 | New |
| Evanson Asset Management, LLC | 596 | $204.0K | 0.02% | +1+0.2% | Added |
| GHP Investment Advisors, Inc. | 594 | $204.0K | 0.01% | +594 | New |
| American National Bank | 597 | $205.0K | 0.04% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 598 | $205.0K | 0.02% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 600 | $206.0K | 0.01% | 00.0% | Unchanged |
| Hendley & Co Inc | 600 | $206.0K | 0.07% | 00.0% | Unchanged |
| Alesco Advisors LLC | 600 | $206.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 600 | $206.0K | 0.04% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 600 | $206.0K | 0.46% | 00.0% | Unchanged |
| Alley Co LLC | 600 | $206.0K | 0.03% | 00.0% | Unchanged |
| Crossvault Capital Management LLC | 600 | $206.0K | 0.06% | 00.0% | Unchanged |
| F/M Investments LLC | 600 | $206.0K | 0.15% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 600 | $206.0K | 0.05% | +600 | New |
| Gitterman Wealth Management, LLC | 601 | $206.0K | 0.15% | +601 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 594 | $206.0K | 0.13% | +594 | New |
| Verus Financial Partners, Inc. | 606 | $208.0K | 0.03% | −41−6.3% | Reduced |
| True Link Financial Advisors, LLC | 20 | $208.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 562 | $208.0K | 0.08% | +562 | New |
| Berger Financial Group, Inc | 608 | $208.0K | 0.03% | +608 | New |
| First National Bank Sioux Falls | 611 | $210.0K | 0.22% | +13+2.2% | Added |
| Quantbot Technologies LP | 615 | $210.0K | 0.02% | +615 | New |
| Heritage Wealth Advisors | 614 | $211.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 619 | $212.0K | 0.13% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 558 | $212.0K | 0.03% | +558 | New |
| Mechanics Bank Trust Department | 625 | $214.0K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 625 | $214.0K | 0.15% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 549 | $214.0K | 0.03% | +549 | New |
| Rockland Trust Co | 627 | $215.0K | 0.01% | −10−1.6% | Reduced |
| E Fund Management Co., Ltd. | 626 | $215.0K | 0.01% | +6+1.0% | Added |
| Johnson Midwest Financial, LLC | 628 | $215.0K | 0.16% | +27+4.5% | Added |
| Paradigm Financial Advisors, LLC | 626 | $215.0K | 0.05% | +626 | New |
| BNC Wealth Management, LLC | 628 | $215.0K | 0.10% | +628 | New |
| Polar Asset Management Partners Inc. | 635 | $218.0K | 0.00% | +635 | New |
| Banco de Sabadell, S.A | 636 | $218.0K | 0.12% | +636 | New |
| Range Financial Group LLC | 638 | $219.0K | 0.14% | −26−3.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 640 | $219.0K | 0.04% | +640 | New |
| Founders Financial Securities LLC | 642 | $220.0K | 0.04% | −21−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 644 | $221.0K | 0.01% | −64−9.0% | Reduced |
| Agf Investments Inc. | 645 | $221.0K | 0.00% | +645 | New |
| Fox Run Management, L.L.C. | 645 | $221.0K | 0.13% | +645 | New |
| Quent Capital, LLC | 643 | $221.0K | 0.05% | +643 | New |
| Stevard, LLC | 648 | $222.0K | 0.16% | 00.0% | Unchanged |
| Arlington Partners LLC | 647 | $222.0K | 0.06% | +168+35.1% | Added |
| Farmers Trust Co | 650 | $223.0K | 0.05% | −10−1.5% | Reduced |
| Clear Perspective Advisors, LLC | 650 | $223.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 650 | $223.0K | 0.11% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 650 | $223.0K | 0.11% | +650 | New |
| BDO Wealth Advisors, LLC | 653 | $224.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 652 | $224.0K | 0.23% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 658 | $226.0K | 0.04% | −389−37.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 661 | $226.0K | 0.02% | −78−10.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 660 | $226.0K | 0.10% | +660 | New |
| Curated Wealth Partners LLC | 663 | $227.0K | 0.07% | +14+2.2% | Added |
| Genesee Capital Advisors, LLC | 665 | $228.0K | 0.11% | −11−1.6% | Reduced |
| Montecito Bank & Trust | 665 | $228.0K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 664 | $228.0K | 0.04% | +33+5.2% | Added |
| Girard Partners Ltd. | 672 | $230.0K | 0.02% | −100−13.0% | Reduced |
| Terril Brothers, Inc. | 675 | $231.0K | 0.05% | 00.0% | Unchanged |
| Main Street Research LLC | 674 | $231.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 675 | $231.0K | 0.12% | 00.0% | Unchanged |
| Tacita Capital Inc | 675 | $231.0K | 0.13% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 678 | $232.0K | 0.02% | +50+8.0% | Added |
| Consilium Wealth Advisory, LLC | 676 | $232.0K | 0.15% | +676 | New |
| AlphaCore Capital LLC | 679 | $233.0K | 0.10% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 680 | $233.0K | 0.06% | +60+9.7% | Added |
| Titus Wealth Management | 679 | $233.0K | 0.10% | +679 | New |
| Shearwater Capital LLC | 680 | $233.0K | 0.21% | +680 | New |
| First National Bank | 683 | $234.0K | 0.20% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 681 | $234.0K | 0.06% | +1+0.1% | Added |
| TCTC Holdings, LLC | 685 | $235.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 692 | $237.0K | 0.04% | −1,343−66.0% | Reduced |
| SignalPoint Asset Management, LLC | 693 | $237.0K | 0.07% | −18−2.5% | Reduced |
| Virtue Capital Management, LLC | 693 | $238.0K | 0.04% | −4,263−86.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 695 | $238.0K | 0.11% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 693 | $238.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 694 | $238.0K | 0.05% | 00.0% | Unchanged |
| Advisors Management Group Inc | 693 | $238.0K | 0.07% | +55+8.6% | Added |
| Destination Wealth Management | 693 | $238.0K | 0.01% | +693 | New |
| Old Port Advisors | 633 | $238.0K | 0.08% | +633 | New |
| Breiter Capital Management Inc | 700 | $240.0K | 0.12% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 699 | $240.0K | 0.01% | +699 | New |
| St. Clair Advisors, LLC | 700 | $240.0K | 0.14% | 00.0% | Unchanged |