| First Community Trust NA | 393 | $91.0K | 0.12% | −50−11.3% | Reduced |
| IMA Wealth, Inc. | 400 | $92.0K | 0.02% | +1+0.3% | Added |
| Spartan Planning & Wealth Management | 397 | $92.0K | 0.12% | −4−1.0% | Reduced |
| Pin Oak Investment Advisors Inc | 426 | $98.0K | 0.12% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 431 | $99.0K | 0.03% | 00.0% | Unchanged |
| Karlinski Andrew C | 440 | $102.0K | 0.15% | −4−0.9% | Reduced |
| Syverson Strege & Co | 451 | $104.0K | 0.05% | −66−12.8% | Reduced |
| Creative Financial Designs Inc | 449 | $104.0K | 0.02% | −5−1.1% | Reduced |
| Timber Creek Capital Management LLC | 481 | $110.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 476 | $110.0K | 0.07% | 00.0% | Unchanged |
| Tevis Investment Management | 485 | $112.0K | 0.11% | +70+16.9% | Added |
| Costello Asset Management, INC | 491 | $113.0K | 0.11% | +1+0.2% | Added |
| Financial Enhancement Group LLC | 496 | $114.0K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 492 | $114.0K | 0.05% | +492 | New |
| Barrett & Company, Inc. | 440 | $116.0K | 0.08% | +440 | New |
| First National Bank of South Miami | 503 | $116.0K | 0.09% | −40−7.4% | Reduced |
| Versant Capital Management, Inc | 504 | $116.0K | 0.05% | +1+0.2% | Added |
| Twin Lakes Capital Management, LLC | 507 | $117.0K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 505 | $117.0K | 0.08% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 500 | $117.0K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 507 | $117.0K | 1.57% | +417+463.3% | Added |
| Mach-1 Financial Group, Inc. | 513 | $118.0K | 0.12% | −34−6.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 518 | $120.0K | 0.03% | +263+103.1% | Added |
| Goodwin Investment Advisory | 521 | $120.0K | 0.09% | +358+219.6% | Added |
| Stephens Consulting, LLC | 524 | $121.0K | 0.11% | −183−25.9% | Reduced |
| Focused Wealth Management, Inc | 540 | $125.0K | 0.03% | +2+0.4% | Added |
| JJJ Advisors Inc. | 531 | $125.0K | 0.04% | +43+8.8% | Added |
| Hazlett, Burt & Watson, Inc. | 545 | $126.0K | 0.12% | −9−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 551 | $127.0K | 0.10% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 550 | $127.0K | 0.09% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 561 | $129.0K | 0.10% | −6−1.1% | Reduced |
| PFG Private Wealth Management, LLC | 567 | $131.0K | 0.09% | −84−12.9% | Reduced |
| Copeland Capital Management, LLC | 591 | $136.0K | 0.00% | −118−16.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 600 | $138.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 598 | $138.0K | 0.03% | +29+5.1% | Added |
| Studio Investment Management LLC | 600 | $138.4K | 0.05% | +600 | New |
| Larson Financial Group LLC | 604 | $139.0K | 0.02% | −1,376−69.5% | Reduced |
| Westside Investment Management, Inc. | 614 | $141.0K | 0.00% | +224+57.4% | Added |
| HHM Wealth Advisors, LLC | 634 | $146.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 636 | $147.0K | 0.13% | +250+64.8% | Added |
| Endurance Wealth Management, Inc. | 654 | $151.0K | 0.02% | +88+15.5% | Added |
| Cowen Prime Advisors LLC | 661 | $153.0K | 0.09% | 00.0% | Unchanged |
| TSFG, LLC | 686 | $158.0K | 0.07% | +4+0.6% | Added |
| Gibson Wealth Advisors LLC | 687 | $159.0K | 0.18% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 708 | $163.0K | 0.07% | −242−25.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 734 | $169.0K | 0.20% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 738 | $170.0K | 0.07% | +738 | New |
| Orion Capital Management LLC | 740 | $171.0K | 0.14% | +340+85.0% | Added |
| Castleview Partners, LLC | 749 | $173.0K | 0.17% | +728+3,466.7% | Added |
| EdgeRock Capital LLC | 772 | $178.0K | 0.10% | +772 | New |
| Tucker Asset Management LLC | 653 | $178.0K | 0.06% | +154+30.9% | Added |
| Stuart Chaussee & Associates, Inc. | 777 | $179.0K | 0.42% | 00.0% | Unchanged |
| American Research & Management Co. | 780 | $180.0K | 0.05% | −75−8.8% | Reduced |
| Strategic Asset Management, LLC | 785 | $181.0K | 0.31% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 789 | $182.0K | 0.05% | +2+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 793 | $185.0K | 0.00% | +556+234.6% | Added |
| Aua Capital Management, LLC | 837 | $193.0K | 0.13% | −250−23.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 843 | $195.0K | 0.05% | +118+16.3% | Added |
| Thompson Siegel & Walmsley LLC | 855 | $197.0K | 0.00% | −135−13.6% | Reduced |
| Carolinas Wealth Consulting LLC | 20,698 | $197.0K | 0.05% | −54−0.3% | Reduced |
| Wealth Management Partners, LLC | 1,000 | $200.0K | 0.18% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 868 | $200.0K | 0.14% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 868 | $200.0K | 0.19% | +868 | New |
| Capital Wealth Alliance, LLC | 874 | $201.0K | 0.17% | +6+0.7% | Added |
| Tortoise Investment Management, LLC | 873 | $201.0K | 0.04% | +57+7.0% | Added |
| Beacon Financial Strategies CORP | 873 | $201.5K | 0.19% | +873 | New |
| Grant Street Asset Management, Inc. | 874 | $202.0K | 0.09% | 00.0% | Unchanged |
| Accel Wealth Management | 848 | $202.0K | 0.11% | +1+0.1% | Added |
| Compass Ion Advisors, LLC | 876 | $202.0K | 0.06% | +5+0.6% | Added |
| Vista Investment Management | 881 | $203.0K | 0.13% | −3−0.3% | Reduced |
| Courage Miller Partners, LLC | 883 | $204.0K | 0.10% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 886 | $204.0K | 0.23% | +1+0.1% | Added |
| Horizon Investment Services, LLC | 885 | $204.0K | 0.15% | +42+5.0% | Added |
| Drive Wealth Management, LLC | 884 | $204.0K | 0.19% | +884 | New |
| Summit Wealth Partners, LLC | 886 | $204.4K | 0.06% | +886 | New |
| Beirne Wealth Consulting Services, LLC | 889 | $205.0K | 0.08% | −25−2.7% | Reduced |
| Nelson Capital Management, LLC | 890 | $205.0K | 0.06% | −4−0.4% | Reduced |
| SeaBridge Investment Advisors LLC | 890 | $205.0K | 0.07% | 00.0% | Unchanged |
| Francis Financial, Inc. | 894 | $206.0K | 0.21% | 00.0% | Unchanged |
| Grassi Investment Management | 894 | $206.0K | 0.03% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 894 | $206.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 893 | $206.0K | 0.18% | −2−0.2% | Reduced |
| Axiom Financial Strategies, LLC | 892 | $206.0K | 0.11% | +9+1.0% | Added |
| Saxon Interests, Inc. | 860 | $206.0K | 0.13% | −24−2.7% | Reduced |
| Madrona Financial Services, LLC | 903 | $208.0K | 0.13% | +65+7.8% | Added |
| Crewe Advisors LLC | 900 | $208.0K | 0.04% | +76+9.2% | Added |
| Seven Springs Wealth Group, LLC | 903 | $208.0K | 0.11% | +903 | New |
| Family Management Corp | 912 | $210.0K | 0.06% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 911 | $210.0K | 0.09% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 910 | $210.0K | 0.09% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 908 | $210.0K | 0.09% | +908 | New |
| Montis Financial, LLC | 916 | $211.0K | 0.20% | −30−3.2% | Reduced |
| Sigma Investment Counselors Inc | 913 | $211.0K | 0.02% | −12−1.3% | Reduced |
| Hall Laurie J Trustee | 915 | $211.0K | 0.10% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 914 | $211.0K | 0.09% | 00.0% | Unchanged |
| Corsicana & Co. | 915 | $211.0K | 0.18% | +48+5.5% | Added |
| Axiom Investment Management LLC | 907 | $211.0K | 0.42% | +907 | New |
| Transform Wealth, LLC | 920 | $212.0K | 0.03% | 00.0% | Unchanged |
| Palladiem, LLC | 917 | $212.0K | 0.22% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 920 | $212.0K | 0.21% | +25+2.8% | Added |
