| Gitterman Wealth Management, LLC | 500 | $208.0K | 0.17% | −101−16.8% | Reduced |
| Kavar Capital Partners Group, LLC | 500 | $208.0K | 0.04% | +500 | New |
| Eagle Rock Investment Company, LLC | 500 | $208.0K | 0.04% | +500 | New |
| Global Financial Private Client, LLC | 501 | $208.8K | 0.10% | +482+2,536.8% | Added |
| Westside Investment Management, Inc. | 503 | $209.0K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 504 | $209.0K | 0.02% | +504 | New |
| Financial Partners Group, Inc | 503 | $209.0K | 0.05% | +503 | New |
| Shay Capital LLC | 507 | $211.0K | 0.08% | +507 | New |
| Legacy Financial Strategies, LLC | 507 | $211.0K | 0.09% | +507 | New |
| MV Capital Management, Inc. | 511 | $212.0K | 0.03% | +271+112.9% | Added |
| Horan Capital Advisors, LLC. | 512 | $213.0K | 0.09% | +512 | New |
| Baron Silver Stevens Financial Advisors, LLC | 514 | $213.0K | 0.05% | +514 | New |
| Perfromance Wealth Partners, LLC | 514 | $214.0K | 0.01% | +514 | New |
| Little House Capital LLC | 518 | $215.0K | 0.11% | −1,958−79.1% | Reduced |
| First Command Financial Services, Inc. | 518 | $215.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 518 | $215.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 517 | $215.0K | 0.06% | +96+22.8% | Added |
| LWM Advisory Services, LLC | 521 | $216.0K | 0.27% | +521 | New |
| Ascent Wealth Partners, LLC | 523 | $217.0K | 0.04% | +523 | New |
| Private Capital Group, LLC | 523 | $218.0K | 0.05% | −27−4.9% | Reduced |
| Grassi Investment Management | 525 | $218.0K | 0.02% | +525 | New |
| Advisory Research Inc | 526 | $219.0K | 0.02% | +526 | New |
| Single Point Partners, LLC | 527 | $219.0K | 0.06% | +527 | New |
| First Financial Corp | 531 | $220.0K | 0.13% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 530 | $220.0K | 0.06% | −30−5.4% | Reduced |
| Trinity Legacy Partners, LLC | 530 | $220.0K | 0.07% | +530 | New |
| Calton & Associates, Inc. | 533 | $221.0K | 0.07% | −331−38.3% | Reduced |
| Planning Directions Inc | 531 | $221.0K | 0.16% | +531 | New |
| Wells Trecaso Financial Group, LLC | 533 | $221.0K | 0.10% | +533 | New |
| Source Financial Advisors LLC | 536 | $222.0K | 0.07% | −805−60.0% | Reduced |
| TSFG, LLC | 534 | $222.0K | 0.08% | +1+0.2% | Added |
| XR Securities LLC | 534 | $222.0K | 0.05% | +534 | New |
| Clear Creek Financial Management, LLC | 535 | $222.0K | 0.03% | +535 | New |
| Equius Partners, Inc. | 539 | $224.0K | 0.10% | −236−30.5% | Reduced |
| Country Trust Bank | 540 | $224.0K | 0.01% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 538 | $224.0K | 0.11% | +538 | New |
| Balentine LLC | 538 | $224.0K | 0.01% | +538 | New |
| Principal Street Partners, LLC | 540 | $224.0K | 0.05% | +540 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 596 | $225.0K | 0.16% | +2+0.3% | Added |
| Cowa, LLC | 542 | $225.0K | 0.11% | +542 | New |
| Sanford Advisory Services, LLC | 541 | $225.0K | 0.06% | +541 | New |
| Alpha Omega Wealth Management LLC | 543 | $226.0K | 0.04% | −15−2.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 543 | $226.0K | 0.18% | +543 | New |
| Raleigh Capital Management Inc. | 543 | $226.0K | 0.12% | +543 | New |
| BancFirst Trust & Investment Management | 544 | $226.0K | 0.14% | +544 | New |
| Curated Wealth Partners LLC | 663 | $227.0K | 0.08% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 546 | $227.0K | 0.03% | +546 | New |
| Tower Wealth Partners, Inc. | 549 | $228.0K | 0.25% | +549 | New |
| E Fund Management Co., Ltd. | 551 | $229.0K | 0.01% | −75−12.0% | Reduced |
| Penbrook Management LLC | 550 | $229.0K | 0.15% | +550 | New |
| First Western Trust Bank | 551 | $229.0K | 0.01% | +551 | New |
| Radnor Capital Management, LLC | 550 | $229.0K | 0.06% | +550 | New |
| Retirement Income Solutions, Inc | 550 | $229.0K | 0.06% | +550 | New |
| G&S Capital LLC | 550 | $229.0K | 0.12% | +550 | New |
| Cooper Financial Group | 550 | $229.0K | 0.09% | +550 | New |
| Tennessee Valley Asset Management Partners | 553 | $230.0K | 0.08% | −245−30.7% | Reduced |
| McLean Asset Management Corp | 553 | $230.0K | 0.17% | +553 | New |
| Altus Wealth Group LLC | 556 | $231.0K | 0.19% | +556 | New |
| Iron Horse Wealth Management, LLC | 558 | $232.0K | 0.13% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 559 | $232.0K | 0.05% | +559 | New |
| Magellan Asset Management Ltd | 560 | $233.0K | 0.00% | −216−27.8% | Reduced |
| Rockland Trust Co | 562 | $233.0K | 0.01% | −65−10.4% | Reduced |
| Marietta Investment Partners LLC | 560 | $233.0K | 0.05% | +560 | New |
| WealthTrust Axiom LLC | 562 | $233.0K | 0.07% | +562 | New |
| Sunbelt Securities, Inc. | 564 | $234.0K | 0.04% | +15+2.7% | Added |
| Executive Wealth Management, LLC | 565 | $234.0K | 0.03% | +565 | New |
| MONECO Advisors, LLC | 566 | $235.0K | 0.09% | +4+0.7% | Added |
| Sharkey, Howes & Javer | 565 | $235.0K | 0.05% | +565 | New |
| Journey Strategic Wealth LLC | 566 | $235.0K | 0.03% | +566 | New |
| Black Diamond Financial, LLC | 567 | $236.0K | 0.07% | +567 | New |
| Mascoma Wealth Management LLC | 573 | $238.0K | 0.08% | +200+53.6% | Added |
| Gryphon Financial Partners LLC | 573 | $238.0K | 0.05% | +573 | New |
| Jackson Creek Investment Advisors LLC | 573 | $238.0K | 0.09% | +573 | New |
| Halbert Hargrove Global Advisors, LLC | 575 | $239.0K | 0.02% | +575 | New |
| Monte Financial Group, LLC | 575 | $239.0K | 0.13% | +575 | New |
| C M Bidwell & Associates Ltd | 578 | $240.0K | 0.16% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 577 | $240.0K | 0.09% | +577 | New |
| Advisor Resource Council | 582 | $242.0K | 0.07% | −975−62.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 582 | $242.0K | 0.05% | −76−11.6% | Reduced |
| CWS Financial Advisors, LLC | 583 | $242.0K | 0.09% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 587 | $243.0K | 0.13% | +1+0.2% | Added |
| Yorktown Management & Research Co Inc | 588 | $244.0K | 0.21% | −252−30.0% | Reduced |
| Foundations Investment Advisors, LLC | 558 | $244.0K | 0.01% | +21+3.9% | Added |
| WP Advisors, LLC | 586 | $244.0K | 0.10% | +1+0.2% | Added |
| Voya Financial Advisors, Inc. | 586 | $244.0K | 0.03% | +586 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 590 | $245.0K | 0.13% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 600 | $246.0K | 0.03% | −61−9.2% | Reduced |
| Range Financial Group LLC | 593 | $246.0K | 0.16% | −45−7.1% | Reduced |
| Cornerstone Advisory, LLC | 591 | $246.0K | 0.04% | +2+0.3% | Added |
| Midwest Professional Planners, LTD. | 593 | $246.0K | 0.12% | +593 | New |
| BKA Wealth Consulting, Inc. | 591 | $246.0K | 0.37% | +591 | New |
| Budros, Ruhlin & Roe, Inc. | 598 | $248.0K | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 597 | $248.0K | 0.02% | +1+0.2% | Added |
| Schwartz Investment Counsel Inc | 600 | $249.0K | 0.01% | 00.0% | Unchanged |
| Hendley & Co Inc | 600 | $249.0K | 0.08% | 00.0% | Unchanged |
| Alesco Advisors LLC | 600 | $249.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 600 | $249.0K | 0.05% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 600 | $249.0K | 0.61% | 00.0% | Unchanged |
| Crossvault Capital Management LLC | 600 | $249.0K | 0.08% | 00.0% | Unchanged |
| F/M Investments LLC | 600 | $249.0K | 0.20% | 00.0% | Unchanged |
