| Truepoint, Inc. | 824 | $203.0K | 0.01% | +824 | New |
| Tobam | 825 | $204.0K | 0.01% | +209+33.9% | Added |
| Glassman Wealth Services | 825 | $204.0K | 0.04% | +338+69.4% | Added |
| Vivaldi Capital Management, LLC | 826 | $204.0K | 0.05% | +826 | New |
| MBB Public Markets I LLC | 825 | $204.0K | 0.00% | +825 | New |
| Lyell Wealth Management, LP | 825 | $205.0K | 0.02% | −235−22.2% | Reduced |
| Meridian Financial, LLC | 835 | $206.1K | 0.19% | +835 | New |
| Cornerstone National Bank & Trust Co | 836 | $206.3K | 0.09% | +836 | New |
| First PREMIER Bank | 842 | $207.0K | 0.05% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 840 | $207.0K | 0.10% | +840 | New |
| Advisors Capital Management, LLC | 840 | $207.0K | 0.01% | +840 | New |
| Frontier Wealth Management LLC | 838 | $207.0K | 0.01% | +838 | New |
| Alpha Omega Wealth Management LLC | 837 | $207.0K | 0.03% | +837 | New |
| Mosaic Family Wealth, LLC | 838 | $207.0K | 0.05% | +838 | New |
| Doyle Wealth Management | 837 | $207.0K | 0.01% | +837 | New |
| Seelaus Asset Management LLC | 840 | $207.0K | 0.11% | +840 | New |
| SJS Investment Consulting Inc. | 838 | $207.0K | 0.06% | +838 | New |
| McIlrath & Eck, LLC | 851 | $210.0K | 0.06% | +48+6.0% | Added |
| EagleClaw Capital Managment, LLC | 850 | $210.0K | 0.05% | +850 | New |
| Bragg Financial Advisors, Inc | 1,023 | $211.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 855 | $211.0K | 0.11% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 856 | $211.0K | 0.04% | +856 | New |
| Cowa, LLC | 855 | $211.0K | 0.11% | +855 | New |
| Prestige Wealth Management Group LLC | 859 | $212.0K | 0.05% | +35+4.2% | Added |
| PDS Planning, Inc | 859 | $212.0K | 0.04% | +859 | New |
| Baxter Bros Inc | 857 | $212.0K | 0.03% | +857 | New |
| Executive Wealth Management, LLC | 863 | $213.0K | 0.02% | +863 | New |
| Sunburst Financial Group, LLC | 865 | $213.0K | 0.11% | +865 | New |
| Estabrook Capital Management | 865 | $213.5K | 0.03% | −15−1.7% | Reduced |
| Hanson & Doremus Investment Management | 876 | $216.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 874 | $216.0K | 0.09% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 870 | $216.0K | 0.08% | +870 | New |
| GHP Investment Advisors, Inc. | 886 | $219.0K | 0.02% | +886 | New |
| Proficio Capital Partners LLC | 889 | $219.0K | 0.03% | +889 | New |
| Summitry LLC | 890 | $220.0K | 0.01% | +890 | New |
| Aft, Forsyth & Company, Inc. | 900 | $222.0K | 0.11% | −225−20.0% | Reduced |
| Sheets Smith Wealth Management | 898 | $222.0K | 0.03% | +898 | New |
| Merit Financial Group, LLC | 900 | $222.0K | 0.02% | +900 | New |
| Lokken Investment Group LLC | 899 | $222.0K | 0.16% | +899 | New |
| Maryland Capital Advisors Inc. | 900 | $222.0K | 0.18% | +900 | New |
| Adirondack Trust Co | 902 | $223.0K | 0.11% | −75−7.7% | Reduced |
| IFG Advisory, LLC | 903 | $223.0K | 0.02% | −159−15.0% | Reduced |
| Stockman Wealth Management, Inc. | 910 | $225.0K | 0.05% | +910 | New |
| Nwam LLC | 916 | $226.0K | 0.02% | −523−36.3% | Reduced |
| Tiemann Investment Advisors, LLC | 915 | $226.0K | 0.10% | −5−0.5% | Reduced |
| TRUE Private Wealth Advisors | 918 | $226.0K | 0.03% | +918 | New |
| Community Bank & Trust, Waco, Texas | 920 | $227.0K | 0.07% | −200−17.9% | Reduced |
| Laurel Wealth Advisors LLC | 921 | $227.0K | 0.05% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 920 | $227.0K | 0.11% | +920 | New |
| Peddock Capital Advisors, LLC | 925 | $228.0K | 0.08% | −206−18.2% | Reduced |
| Northwest Bancshares, Inc. | 924 | $228.0K | 0.04% | +924 | New |
| Texas Capital Bank Wealth Management Services Inc | 922 | $228.0K | 0.02% | +922 | New |
| Jackson Hole Capital Partners, LLC | 927 | $229.0K | 0.07% | −220−19.2% | Reduced |
| HFR Wealth Management, LLC | 929 | $229.0K | 0.06% | +929 | New |
| First Heartland Consultants, Inc. | 934 | $230.0K | 0.03% | −70−7.0% | Reduced |
| Harfst & Associates, Inc. | 941 | $232.0K | 0.06% | +941 | New |
| O'Keefe Stevens Advisory, Inc. | 940 | $232.0K | 0.11% | +940 | New |
| Royal Capital Wealth Management, LLC | 944 | $233.0K | 0.23% | +944 | New |
| Silverlake Wealth Management LLC | 949 | $234.2K | 0.13% | +949 | New |
| Fosun International Ltd | 950 | $235.0K | 0.01% | 00.0% | Unchanged |
| Madison Wealth Management | 957 | $236.0K | 0.05% | −355−27.1% | Reduced |
| Polar Asset Management Partners Inc. | 956 | $236.0K | 0.00% | −153−13.8% | Reduced |
| Wealthsource Partners, LLC | 954 | $236.0K | 0.02% | −86−8.3% | Reduced |
| Fortress Wealth Group, LLC | 1,042 | $236.0K | 0.18% | +11+1.1% | Added |
| Brendel Financial Advisors LLC | 960 | $237.0K | 0.12% | +960 | New |
| J.W. Cole Advisors, Inc. | 963 | $238.0K | 0.02% | −51−5.0% | Reduced |
| WealthTrust Axiom LLC | 968 | $238.0K | 0.08% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 966 | $238.0K | 0.07% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 964 | $238.0K | 0.02% | +344+55.5% | Added |
| Mitchell Sinkler & Starr | 965 | $238.0K | 0.07% | +965 | New |
| American Investment Services, Inc. | 966 | $238.0K | 0.05% | +966 | New |
| Hall Laurie J Trustee | 975 | $240.0K | 0.09% | −100−9.3% | Reduced |
| Sippican Capital Advisors | 975 | $241.0K | 0.20% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 977 | $241.0K | 0.06% | +6+0.6% | Added |
| Mill Capital Management, LLC | 977 | $241.0K | 0.02% | +977 | New |
| DuPont Capital Management Corp | 981 | $242.0K | 0.01% | −882−47.3% | Reduced |
| New England Asset Management Inc | 982 | $242.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 980 | $242.0K | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 979 | $242.0K | 0.08% | +979 | New |
| EP Wealth Advisors, LLC | 979 | $242.0K | 0.01% | +979 | New |
| Evoke Wealth, LLC | 978 | $243.0K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 984 | $243.0K | 0.01% | +984 | New |
| Atalanta Sosnoff Capital, LLC | 989 | $244.0K | 0.01% | +989 | New |
| WFA Asset Management Corp | 994 | $245.2K | 0.16% | +994 | New |
| Halbert Hargrove Global Advisors, LLC | 998 | $246.0K | 0.02% | −46−4.4% | Reduced |
| First Financial Bank - Trust Division | 998 | $246.0K | 0.02% | −2−0.2% | Reduced |
| Flaharty Asset Management, LLC | 995 | $246.0K | 0.05% | +2+0.2% | Added |
| Maple Capital Management, Inc. | 1,000 | $247.0K | 0.03% | −193−16.2% | Reduced |
| Levin Capital Strategies, L.P. | 1,000 | $247.0K | 0.02% | 00.0% | Unchanged |
| Matisse Capital | 1,000 | $247.0K | 0.17% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,000 | $247.0K | 0.17% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,000 | $247.0K | 0.02% | +78+8.5% | Added |
| TRH Financial, LLC | 999 | $247.0K | 0.08% | +999 | New |
| Trust Co of Kansas | 1,002 | $247.0K | 0.13% | +1,002 | New |
| Mechanics Financial Corp | 1,000 | $247.0K | 0.12% | +1,000 | New |
| Caxton Associates LP | 1,008 | $249.0K | 0.03% | −1,356−57.4% | Reduced |
| WT Wealth Management | 1,010 | $249.0K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 1,007 | $249.0K | 0.02% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,010 | $249.0K | 0.13% | +1+0.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,010 | $249.0K | 0.30% | +1,010 | New |
