| Roble, Belko & Company, Inc | 52 | $151.0K | 0.03% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 52 | $151.0K | 0.09% | +5+10.6% | Added |
| Lipe & Dalton | 52 | $151.0K | 0.07% | +7+15.6% | Added |
| Abound Wealth Management | 53 | $153.5K | 0.12% | +53 | New |
| Alaska Permanent Fund Corp | 57 | $154.0K | 0.00% | +57 | New |
| Punch & Associates Investment Management, Inc. | 57 | $165.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $165.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 57 | $165.0K | 0.06% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 57 | $165.0K | 0.10% | +23+67.6% | Added |
| City State Bank | 57 | $165.0K | 0.10% | +57 | New |
| WFA Asset Management Corp | 58 | $168.0K | 0.11% | +58 | New |
| MBM Wealth Consultants, LLC | 59 | $171.0K | 0.07% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 60 | $174.0K | 4.29% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 63 | $175.0K | 0.07% | +4+6.8% | Added |
| Prudence Investment Management (Hong Kong) Ltd. | 60 | $175.0K | 0.34% | +60 | New |
| Citizens National Bank Trust Department | 62 | $180.0K | 0.07% | +62 | New |
| Syntax Advisors, LLC | 62 | $180.0K | 0.13% | +62 | New |
| Raffa Wealth Management, LLC | 64 | $185.4K | 0.06% | −13−16.9% | Reduced |
| Cascade Investment Advisors, Inc. | 65 | $188.3K | 0.11% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 65 | $188.3K | 0.09% | +2+3.2% | Added |
| First PREMIER Bank | 66 | $191.0K | 0.05% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 69 | $200.0K | 0.07% | +69 | New |
| Rinkey Investments | 71 | $201.0K | 0.19% | +71 | New |
| Old West Investment Management, LLC | 70 | $202.0K | 0.12% | +70 | New |
| Silphium Asset Management Ltd | 70 | $202.8K | 0.19% | −30−30.0% | Reduced |
| Curran Financial Partners, LLC | 70 | $203.0K | 0.09% | −13−15.7% | Reduced |
| JCIC Asset Management Inc. | 70 | $203.0K | 0.06% | 00.0% | Unchanged |
| MKD Wealth Coaches, LLC | 70 | $203.0K | 0.28% | 00.0% | Unchanged |
| Tatro Capital, LLC | 70 | $203.0K | 0.15% | +70 | New |
| Treynor Bancshares, Inc. | 70 | $203.0K | 0.13% | +70 | New |
| Kapitalo Investimentos Ltda | 1,415 | $205.0K | 0.24% | −498−26.0% | Reduced |
| Orin Green Financial, LLC | 74 | $205.0K | 0.15% | −202−73.2% | Reduced |
| TAP Consulting, LLC | 71 | $206.0K | 0.05% | +71 | New |
| Personal Wealth Partners | 71 | $206.0K | 0.09% | +71 | New |
| Beddow Capital Management Inc | 72 | $208.0K | 0.12% | +72 | New |
| Concord Asset Management, LLC | 72 | $208.6K | 0.14% | +72 | New |
| Northwest Capital Management Inc | 73 | $209.0K | 0.10% | +73 | New |
| Solitude Financial Services | 73 | $211.0K | 0.14% | −398−84.5% | Reduced |
| Rocky Mountain Advisers, LLC | 73 | $211.0K | 0.24% | 00.0% | Unchanged |
| Parkside Investments, LLC | 73 | $211.0K | 0.04% | +73 | New |
| Maripau Wealth Management LLC | 76 | $211.0K | 0.20% | +76 | New |
| PCG Wealth Advisors, LLC | 73 | $211.0K | 0.15% | +73 | New |
| Operose Advisors LLC | 73 | $211.0K | 0.17% | +73 | New |
| Augustine Asset Management Inc | 74 | $214.0K | 0.10% | +74 | New |
| Cordatus Wealth Management LLC | 74 | $214.0K | 0.06% | +74 | New |
| Rainey & Randall Investment Management Inc. | 74 | $214.0K | 0.09% | +74 | New |
| Mizuho Securities Co. Ltd. | 74 | $215.0K | 0.08% | −260−77.8% | Reduced |
| Aldebaran Financial Inc. | 75 | $217.0K | 0.17% | 00.0% | Unchanged |
| Corbenic Partners LLC | 75 | $217.0K | 0.04% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 75 | $217.0K | 0.22% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 75 | $217.0K | 0.13% | +75 | New |
| Financial Planning & Information Services, Inc. | 75 | $218.0K | 0.05% | −3−3.8% | Reduced |
| Ciovacco Capital Management LLC | 76 | $220.0K | 0.13% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 77 | $223.0K | 0.05% | −35−31.3% | Reduced |
| Triumph Capital Management | 77 | $223.0K | 0.10% | −8−9.4% | Reduced |
| Baldrige Asset Management LLC | 77 | $223.0K | 0.09% | −5−6.1% | Reduced |
| Gleason Group, Inc. | 77 | $223.0K | 0.07% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 77 | $223.0K | 0.08% | +77 | New |
| Karlinski Andrew C | 77 | $223.0K | 0.41% | +77 | New |
| MKT Advisors LLC | 87 | $225.0K | 0.18% | +87 | New |
| Gateway Advisory, LLC | 78 | $226.0K | 0.05% | −99−55.9% | Reduced |
| Delta Financial Advisors LLC | 78 | $226.0K | 0.09% | −15−16.1% | Reduced |
| Tanglewood Wealth Management, Inc. | 78 | $226.0K | 0.04% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 78 | $226.0K | 0.06% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 79 | $228.0K | 0.20% | 00.0% | Unchanged |
| Sippican Capital Advisors | 79 | $229.0K | 0.19% | −8−9.2% | Reduced |
| Investors Research Corp | 79 | $229.0K | 0.07% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 79 | $229.0K | 0.24% | +79 | New |
| One Day In July LLC | 79 | $229.0K | 0.05% | +79 | New |
| F3Logic, LLC | 79 | $230.0K | 0.03% | −20−20.2% | Reduced |
| Guidance Point Advisors, LLC | 80 | $231.0K | 0.08% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 80 | $232.0K | 0.05% | 00.0% | Unchanged |
| Theory Financial LLC | 80 | $232.0K | 0.15% | +80 | New |
| Ballew Advisors, Inc | 84 | $234.0K | 0.16% | +84 | New |
| Lafayette Investments, Inc. | 81 | $235.0K | 0.06% | −20−19.8% | Reduced |
| Johnson Bixby & Associates, LLC | 81 | $235.0K | 0.06% | +1+1.3% | Added |
| Roof Eidam & Maycock | 81 | $235.0K | 0.08% | +5+6.6% | Added |
| G&S Capital LLC | 82 | $238.0K | 0.12% | +3+3.8% | Added |
| Barry Investment Advisors, LLC | 82 | $238.0K | 0.06% | +6+7.9% | Added |
| Morris Financial Concepts, Inc. | 82 | $238.0K | 0.20% | +82 | New |
| Adams Wealth Management | 83 | $240.0K | 0.08% | −35−29.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 83 | $240.0K | 0.10% | +1+1.2% | Added |
| Motive Wealth Advisors | 83 | $240.0K | 0.14% | +6+7.8% | Added |
| Custos Family Office, LLC | 83 | $240.0K | 0.22% | +83 | New |
| Unconventional Investor, LLC | 83 | $240.0K | 0.24% | +83 | New |
| Financial Advisory Partners, LLC | 83 | $240.5K | 0.09% | +83 | New |
| Legacy Wealth Planning, LLC | 84 | $243.0K | 0.28% | −16−16.0% | Reduced |
| Awm Capital, LLC | 84 | $243.0K | 0.18% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 84 | $243.0K | 0.13% | −4−4.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 84 | $243.0K | 0.12% | 00.0% | Unchanged |
| KWMG, LLC | 84 | $243.0K | 0.03% | +1+1.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 84 | $243.0K | 0.07% | +84 | New |
| Hobart Private Capital, LLC | 84 | $243.4K | 0.09% | −435−83.8% | Reduced |
| Ellenbecker Investment Group | 85 | $246.0K | 0.07% | −50−37.0% | Reduced |
| Brand Asset Management Group, Inc. | 85 | $246.0K | 0.11% | −11−11.5% | Reduced |
| Searle & Co. | 85 | $246.0K | 0.09% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 85 | $246.0K | 0.08% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 85 | $246.0K | 0.13% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 85 | $246.0K | 0.08% | 00.0% | Unchanged |
| Element Wealth, LLC | 85 | $246.0K | 0.19% | +6+7.6% | Added |