| Beaird Harris Wealth Management, LLC | 360 | $134.5K | 0.01% | −15−4.0% | Reduced |
| CGC Financial Services, LLC | 371 | $138.6K | 0.06% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 380 | $142.0K | 0.10% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 381 | $142.4K | 0.04% | +16+4.4% | Added |
| Front Row Advisors LLC | 383 | $143.7K | 0.05% | −8−2.0% | Reduced |
| Magellan Asset Management Ltd | 391 | $146.1K | 0.00% | +82+26.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 399 | $149.1K | 0.06% | −152−27.6% | Reduced |
| DT Investment Partners, LLC | 400 | $149.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 400 | $149.5K | 0.08% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $149.5K | 0.00% | +140+53.8% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $149.5K | 0.03% | +400 | New |
| Cultivar Capital, Inc. | 400 | $149.5K | 0.13% | +400 | New |
| Sittner & Nelson, LLC | 416 | $155.4K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 416 | $155.4K | 0.07% | +18+4.5% | Added |
| Hoey Investments, Inc | 419 | $156.6K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 434 | $162.2K | 0.12% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $168.0K | 0.16% | −35−7.2% | Reduced |
| Fortitude Family Office, LLC | 455 | $170.0K | 0.10% | +10+2.2% | Added |
| IAG Wealth Partners, LLC | 460 | $171.9K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 491 | $177.3K | 0.12% | −22−4.3% | Reduced |
| Miller Wealth Advisors, LLC | 476 | $177.8K | 0.10% | 00.0% | Unchanged |
| HGK Asset Management Inc | 482 | $180.1K | 0.03% | −281−36.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 486 | $182.1K | 0.01% | −100−17.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 495 | $185.0K | 0.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 496 | $185.4K | 0.04% | +1+0.2% | Added |
| Creekmur Asset Management LLC | 500 | $186.8K | 0.05% | +13+2.7% | Added |
| Johnson Financial Group, Inc. | 499 | $187.2K | 0.01% | +77+18.2% | Added |
| Core Alternative Capital | 515 | $192.4K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 520 | $194.4K | 0.08% | +2+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 528 | $197.3K | 0.02% | +24+4.8% | Added |
| Tobam | 531 | $198.0K | 0.03% | −631−54.3% | Reduced |
| First Command Advisory Services, Inc. | 532 | $198.8K | 0.00% | −75−12.4% | Reduced |
| Sound Income Strategies, LLC | 533 | $199.0K | 0.01% | +21+4.1% | Added |
| Bouchey Financial Group Ltd | 535 | $200.0K | 0.02% | −165−23.6% | Reduced |
| Willis Johnson & Associates, Inc. | 536 | $200.2K | 0.02% | +44+8.9% | Added |
| Union Savings Bank | 536 | $200.3K | 0.11% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 537 | $200.8K | 0.04% | +7+1.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 538 | $201.0K | 0.01% | +538 | New |
| Acorn Wealth Advisors, LLC | 540 | $201.9K | 0.10% | +29+5.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 542 | $202.5K | 0.02% | −192−26.2% | Reduced |
| American National Bank | 542 | $202.5K | 0.03% | −27−4.7% | Reduced |
| First National Bank | 542 | $202.5K | 0.15% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 543 | $203.0K | 0.14% | −5−0.9% | Reduced |
| Ashton Thomas Securities, LLC | 583 | $203.4K | 0.05% | +583 | New |
| Taylor Financial Group, Inc. | 545 | $203.6K | 0.16% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 545 | $204.0K | 0.01% | +545 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 548 | $204.8K | 0.03% | +548 | New |
| Northwest Investment Counselors, LLC | 549 | $205.1K | 0.05% | +100+22.3% | Added |
| Angeles Wealth Management, LLC | 550 | $205.5K | 0.02% | −43−7.3% | Reduced |
| Schwartz Investment Counsel Inc | 550 | $205.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 551 | $205.9K | 0.06% | +522+1,800.0% | Added |
| Soltis Investment Advisors LLC | 551 | $206.0K | 0.02% | +64+13.1% | Added |
| Townsend Asset Management Corp | 552 | $206.1K | 0.08% | −80−12.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 553 | $206.6K | 0.06% | +553 | New |
| Traphagen Investment Advisors LLC | 553 | $206.7K | 0.02% | −1−0.2% | Reduced |
| Libra Wealth LLC | 555 | $207.4K | 0.09% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 555 | $207.4K | 0.03% | +19+3.5% | Added |
| Douglas Lane & Associates, LLC | 556 | $207.6K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 556 | $207.6K | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 557 | $208.1K | 0.04% | −46−7.6% | Reduced |
| Alexander Labrunerie & Co., Inc. | 557 | $208.1K | 0.11% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 557 | $208.2K | 0.11% | −30−5.1% | Reduced |
| Perkins Coie Trust Co | 558 | $208.5K | 0.05% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 559 | $209.0K | 0.05% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 560 | $209.2K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 577 | $209.3K | 0.05% | +57+11.0% | Added |
| Tyche Wealth Partners LLC | 561 | $209.6K | 0.05% | −23−3.9% | Reduced |
| Stephenson & Company, Inc. | 563 | $210.4K | 0.16% | 00.0% | Unchanged |
| Allen Investment Management LLC | 566 | $211.5K | 0.00% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 566 | $211.5K | 0.07% | 00.0% | Unchanged |
| Clifford Group, LLC | 566 | $211.5K | 0.17% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 565 | $211.8K | 0.02% | −127−18.4% | Reduced |
| Alera Investment Advisors, LLC | 568 | $212.2K | 0.03% | +568 | New |
| Chilton Capital Management LLC | 570 | $213.0K | 0.01% | +251+78.7% | Added |
| Monte Financial Group, LLC | 575 | $214.8K | 0.09% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 577 | $215.6K | 0.08% | −100−14.8% | Reduced |
| Five Oceans Advisors | 577 | $215.6K | 0.11% | −66−10.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 577 | $215.6K | 0.18% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 577 | $215.6K | 0.07% | +577 | New |
| Convergence Investment Partners, LLC | 578 | $215.8K | 0.06% | −11−1.9% | Reduced |
| SignalPoint Asset Management, LLC | 578 | $216.0K | 0.06% | −30−4.9% | Reduced |
| Edgestream Partners, L.P. | 578 | $216.0K | 0.01% | +578 | New |
| First Affirmative Financial Network | 580 | $216.7K | 0.15% | +580 | New |
| Millennium Capital Advisors, LLC | 581 | $217.1K | 0.14% | 00.0% | Unchanged |
| Callan Capital, LLC | 582 | $217.6K | 0.02% | −65−10.0% | Reduced |
| Keynote Financial Services LLC | 583 | $217.8K | 0.18% | 00.0% | Unchanged |
| Old North State Trust, LLC | 583 | $218.0K | 0.19% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 584 | $218.2K | 0.09% | 00.0% | Unchanged |
| Apexium Financial, LP | 585 | $218.7K | 0.02% | +585 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 586 | $219.0K | 0.10% | −18−3.0% | Reduced |
| Segment Wealth Management, LLC | 587 | $219.3K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 590 | $220.3K | 0.01% | +590 | New |
| Consilium Wealth Advisory, LLC | 590 | $220.4K | 0.12% | −24−3.9% | Reduced |
| Stonehearth Capital Management, LLC | 591 | $220.9K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 592 | $221.2K | 0.02% | +5+0.9% | Added |
| Allred Capital Management, LLC | 593 | $221.6K | 0.08% | +1+0.2% | Added |
| New England Professional Planning Group Inc. | 593 | $221.6K | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 593 | $221.6K | 0.01% | −30−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 594 | $221.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 594 | $222.0K | 0.04% | +8+1.4% | Added |
