| Shepherd Financial Partners LLC | 399 | $203.9K | 0.03% | +399 | New |
| Natixis Investment Managers International | 400 | $204.4K | 0.02% | −92−18.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 400 | $204.4K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 400 | $204.4K | 0.03% | +400 | New |
| Fortis Advisors, LLC | 400 | $204.4K | 0.15% | +400 | New |
| Petix & Botte Co | 400 | $204.4K | 0.06% | +400 | New |
| Summit Financial Group Inc | 401 | $204.9K | 0.09% | +401 | New |
| Vantage Consulting Group Inc | 401 | $204.9K | 0.14% | −99−19.8% | Reduced |
| Syntax Advisors, LLC | 401 | $204.9K | 0.18% | −99−19.8% | Reduced |
| Compass Ion Advisors, LLC | 401 | $204.9K | 0.04% | +401 | New |
| Hall Laurie J Trustee | 400 | $205.0K | 0.09% | −26−6.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 402 | $205.4K | 0.05% | −165−29.1% | Reduced |
| Colonial Trust Co | 402 | $205.4K | 0.05% | −88−18.0% | Reduced |
| ISAM Funds (UK) Ltd | 403 | $205.9K | 0.13% | −157−28.0% | Reduced |
| Benin Management CORP | 403 | $205.9K | 0.08% | +403 | New |
| Sustainable Insight Capital Management, LLC | 405 | $206.9K | 0.20% | +405 | New |
| ABLE Financial Group, LLC | 405 | $206.9K | 0.10% | +405 | New |
| Wintrust Investments LLC | 405 | $207.0K | 0.02% | +405 | New |
| Manchester Capital Management LLC | 407 | $208.0K | 0.03% | +75+22.6% | Added |
| Spears Abacus Advisors LLC | 408 | $208.5K | 0.02% | +408 | New |
| GYL Financial Synergies, LLC | 409 | $208.9K | 0.02% | +409 | New |
| Buckingham Capital Management, Inc. | 409 | $209.0K | 0.03% | +409 | New |
| Amplius Wealth Advisors, LLC | 409 | $209.0K | 0.03% | +409 | New |
| Five Oceans Advisors | 412 | $210.5K | 0.14% | +412 | New |
| True North Advisors, LLC | 415 | $212.0K | 0.07% | −237−36.3% | Reduced |
| Goldstein Advisors, LLC | 416 | $212.3K | 0.04% | −35−7.8% | Reduced |
| Ironwood Investment Counsel, LLC | 2,832 | $212.4K | 0.05% | +2,393+545.1% | Added |
| Atticus Wealth Management, LLC | 421 | $215.3K | 0.08% | −9−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 422 | $215.6K | 0.04% | +422 | New |
| Austin Private Wealth, LLC | 424 | $216.7K | 0.03% | +424 | New |
| Advanced Asset Management Advisors Inc | 425 | $217.2K | 0.05% | +425 | New |
| Jackson Square Capital, LLC | 425 | $217.2K | 0.09% | +425 | New |
| Founders Financial Alliance, LLC | 426 | $217.5K | 0.09% | −91−17.6% | Reduced |
| Jeppson Wealth Management, LLC | 427 | $218.2K | 0.10% | +427 | New |
| Semus Wealth Partners LLC | 430 | $219.7K | 0.20% | +430 | New |
| Trustmark National Bank Trust Department | 430 | $219.7K | 0.02% | +430 | New |
| Scarborough Advisors, LLC | 431 | $220.0K | 0.05% | +431 | New |
| Convergence Investment Partners, LLC | 432 | $221.0K | 0.13% | +432 | New |
| Strategic Blueprint, LLC | 433 | $221.4K | 0.02% | +433 | New |
| EverSource Wealth Advisors, LLC | 433 | $221.4K | 0.02% | +31+7.7% | Added |
| Acropolis Investment Management, LLC | 435 | $222.3K | 0.02% | +31+7.7% | Added |
| Capital Advisors Inc | 436 | $222.8K | 0.01% | +436 | New |
| Commerzbank Aktiengesellschaft | 435 | $223.0K | 0.01% | +435 | New |
| Echo45 Advisors LLC | 437 | $223.3K | 0.19% | −66−13.1% | Reduced |
| D'Orazio & Associates, Inc. | 437 | $223.3K | 0.05% | +437 | New |
| Values Added Financial LLC | 438 | $223.8K | 0.20% | +438 | New |
| CV Advisors LLC | 439 | $224.3K | 0.18% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 443 | $226.3K | 0.01% | −35−7.3% | Reduced |
| Powell Investment Advisors, LLC | 445 | $227.4K | 0.14% | +445 | New |
| Guyasuta Investment Advisors Inc | 446 | $227.9K | 0.02% | −3−0.7% | Reduced |
| Oxbow Advisors, LLC | 447 | $228.4K | 0.04% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 447 | $228.4K | 0.10% | +447 | New |
| West Family Investments, Inc. | 448 | $228.9K | 0.08% | +7+1.6% | Added |
| Keebeck Wealth Management, LLC | 449 | $229.4K | 0.04% | −5−1.1% | Reduced |
| Essex Savings Bank | 450 | $229.9K | 0.08% | −65−12.6% | Reduced |
| Matrix Asset Advisors Inc | 450 | $229.9K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 450 | $230.0K | 0.20% | +1+0.2% | Added |
| Live Oak Private Wealth LLC | 454 | $232.0K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $232.0K | 0.24% | 00.0% | Unchanged |
| BIP Wealth, LLC | 455 | $232.5K | 0.02% | −90−16.5% | Reduced |
| Concentrum Wealth Management | 455 | $232.5K | 0.14% | −40−8.1% | Reduced |
| Point72 Asset Management, L.P. | 456 | $233.0K | 0.00% | +456 | New |
| Close Asset Management Ltd | 462 | $236.0K | 0.01% | +233+101.7% | Added |
| Gemmer Asset Management LLC | 463 | $236.6K | 0.03% | +463 | New |
| Bremer Bank National Association | 464 | $237.1K | 0.05% | −20−4.1% | Reduced |
| Milestone Investment Advisors LLC | 465 | $237.6K | 0.07% | +465 | New |
| 180 Wealth Advisors, LLC | 468 | $239.1K | 0.05% | −3−0.6% | Reduced |
| Tennessee Valley Asset Management Partners | 470 | $240.2K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 475 | $242.5K | 0.11% | +475 | New |
| Sage Rhino Capital LLC | 476 | $243.2K | 0.07% | −2−0.4% | Reduced |
| Ignite Planners, LLC | 477 | $246.3K | 0.08% | +477 | New |
| Graves-Light Private Wealth Management, Inc. | 462 | $246.4K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 485 | $247.8K | 0.04% | −4−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 485 | $247.8K | 0.06% | +28+6.1% | Added |
| Operose Advisors LLC | 485 | $247.8K | 0.10% | +485 | New |
| SageView Advisory Group, LLC | 487 | $248.8K | 0.01% | +15+3.2% | Added |
| Rosenberg Matthew Hamilton | 490 | $250.5K | 0.08% | 00.0% | Unchanged |
| Carlson Capital Management | 491 | $250.9K | 0.01% | −19−3.7% | Reduced |
| Synergy Financial Group, LTD | 495 | $252.9K | 0.35% | 00.0% | Unchanged |
| CVA Family Office, LLC | 495 | $252.9K | 0.06% | +37+8.1% | Added |
| West Coast Financial LLC | 497 | $253.7K | 0.04% | +2+0.4% | Added |
| Vigilare Wealth Management | 497 | $253.9K | 0.16% | −50−9.1% | Reduced |
| Sandhill Capital Partners LLC | 497 | $253.9K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 497 | $254.1K | 0.03% | 00.0% | Unchanged |
| McLean Asset Management Corp | 472 | $254.7K | 0.10% | +1+0.2% | Added |
| Portside Wealth Group, LLC | 494 | $255.0K | 0.05% | +38+8.3% | Added |
| Eagle Strategies LLC | 499 | $255.4K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 500 | $255.4K | 0.01% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 500 | $255.5K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $255.5K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $255.5K | 0.08% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $255.5K | 0.18% | 00.0% | Unchanged |
| Financial Advisory Corp | 501 | $256.0K | 0.12% | +14+2.9% | Added |
| Corundum Group, Inc. | 504 | $257.5K | 0.15% | −129−20.4% | Reduced |
| Covenant Partners, LLC | 504 | $257.5K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 504 | $257.5K | 0.05% | +504 | New |
| Pacific Wealth Management | 508 | $259.6K | 0.17% | +508 | New |
| Sandy Spring Bank | 511 | $261.1K | 0.01% | +45+9.7% | Added |
| Kure Advisory, LLC | 513 | $262.1K | 0.15% | +513 | New |
| Walkner Condon Financial Advisors LLC | 514 | $262.4K | 0.07% | +29+6.0% | Added |
