| NFJ Investment Group, LLC | 130 | $253.6K | 0.01% | −16−11.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 130 | $253.6K | 0.02% | +15+13.0% | Added |
| Ballentine Partners, LLC | 130 | $253.6K | 0.00% | +130 | New |
| Evoke Wealth, LLC | 130 | $253.6K | 0.01% | +130 | New |
| Brown Shipley& Co Ltd | 131 | $255.6K | 0.14% | 00.0% | Unchanged |
| Zacks Investment Management | 132 | $257.5K | 0.00% | +132 | New |
| Contravisory Investment Management, Inc. | 133 | $259.5K | 0.05% | +4+3.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 133 | $259.5K | 0.00% | +133 | New |
| McGowan Group Asset Management, Inc. | 133 | $259.5K | 0.03% | +133 | New |
| Signal Advisors Wealth, LLC | 133 | $259.5K | 0.03% | +133 | New |
| Modera Wealth Management, LLC | 133 | $260.1K | 0.00% | −1−0.7% | Reduced |
| Yousif Capital Management, LLC | 134 | $261.4K | 0.00% | +134 | New |
| Impact Investors, Inc | 135 | $262.8K | 0.20% | −2−1.5% | Reduced |
| First Affirmative Financial Network | 135 | $263.0K | 0.16% | +14+11.6% | Added |
| MAI Capital Management | 136 | $265.3K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 136 | $265.3K | 0.03% | −727−84.2% | Reduced |
| GWN Securities Inc. | 137 | $266.2K | 0.02% | −85−38.3% | Reduced |
| Denver Wealth Management, Inc. | 137 | $267.3K | 0.12% | 00.0% | Unchanged |
| IFC Advisors LLC | 137 | $267.3K | 0.06% | −5−3.5% | Reduced |
| Quadrant Capital Group LLC | 137 | $267.3K | 0.01% | +8+6.2% | Added |
| Stokes Family Office, LLC | 138 | $269.2K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 138 | $269.2K | 0.09% | +8+6.2% | Added |
| Prescott Group Capital Management, L.L.C. | 138 | $269.2K | 0.04% | +138 | New |
| George Kaiser Family Foundation | 138 | $269.2K | 0.04% | +138 | New |
| Gamco Investors, Inc. Et Al | 140 | $273.1K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 143 | $273.8K | 0.09% | +21+17.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 142 | $277.0K | 0.12% | 00.0% | Unchanged |
| Vega Investment Solutions | 120 | $279.7K | 0.05% | −375−75.8% | Reduced |
| Meridian Wealth Management, LLC | 145 | $282.4K | 0.01% | +2+1.4% | Added |
| Cornerstone Select Advisors, LLC | 145 | $282.9K | 0.27% | +10+7.4% | Added |
| Brookwood Investment Group LLC | 145 | $282.9K | 0.05% | +145 | New |
| Keystone Financial Services, LLC | 146 | $284.8K | 0.24% | +146 | New |
| Bank of Jackson Hole Trust | 135 | $286.5K | 0.19% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 223 | $286.8K | 0.17% | +93+71.5% | Added |
| Greenleaf Trust | 148 | $288.7K | 0.00% | +16+12.1% | Added |
| Wesbanco Bank Inc | 148 | $288.7K | 0.01% | −55−27.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 150 | $292.6K | 0.01% | −9−5.7% | Reduced |
| Algert Global LLC | 150 | $292.6K | 0.01% | +150 | New |
| Harfst & Associates, Inc. | 150 | $292.6K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 152 | $296.5K | 0.20% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 152 | $296.5K | 0.04% | +8+5.6% | Added |
| GatePass Capital, LLC | 152 | $296.5K | 0.22% | +152 | New |
| Camden Capital, LLC | 152 | $297.4K | 0.03% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 154 | $300.4K | 0.02% | −8−4.9% | Reduced |
| Garden State Investment Advisory Services LLC | 154 | $300.4K | 0.10% | +5+3.4% | Added |
| Financial Counselors Inc | 154 | $300.4K | 0.00% | +154 | New |
| Versant Capital Management, Inc | 154 | $300.6K | 0.05% | +150+3,750.0% | Added |
| EP Wealth Advisors, LLC | 154 | $300.6K | 0.00% | −22−12.5% | Reduced |
| Wrapmanager Inc | 155 | $302.4K | 0.08% | +6+4.0% | Added |
| Independent Financial Group, LLC | 155 | $302.4K | 0.01% | +12+8.4% | Added |
| PharVision Advisers, LLC | 157 | $306.3K | 0.42% | +157 | New |
| International Assets Investment Management, LLC | 158 | $308.2K | 0.03% | +28+21.5% | Added |
| Net Worth Advisory Group | 159 | $310.1K | 0.10% | −6−3.6% | Reduced |
| First Horizon Advisors, Inc. | 159 | $310.2K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 159 | $310.2K | 0.16% | +159 | New |
| Larson Financial Group LLC | 159 | $310.2K | 0.01% | +151+1,887.5% | Added |
| Redwood Financial Network Corp | 160 | $312.1K | 0.24% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 160 | $312.1K | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 160 | $312.1K | 0.08% | +10+6.7% | Added |
| Greykasell Wealth Strategies, Inc. | 161 | $313.6K | 0.17% | 00.0% | Unchanged |
| Summitry LLC | 161 | $314.1K | 0.02% | +14+9.5% | Added |
| Mesirow Financial Investment Management, Inc. | 161 | $314.1K | 0.01% | +22+15.8% | Added |
| Gardner Lewis Asset Management L P | 164 | $319.9K | 0.08% | +164 | New |
| Resolute Partners Group | 166 | $323.8K | 0.09% | −19−10.3% | Reduced |
| Wealth Effects LLC | 166 | $323.8K | 0.14% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 167 | $325.8K | 0.12% | −7−4.0% | Reduced |
| Callan Family Office, LLC | 168 | $327.7K | 0.02% | −3−1.8% | Reduced |
| Independence Bank of Kentucky | 168 | $327.7K | 0.05% | +15+9.8% | Added |
| Sonora Investment Management Group, LLC | 168 | $327.7K | 0.03% | +5+3.1% | Added |
| Family Management Corp | 171 | $333.6K | 0.06% | +27+18.8% | Added |
| LWM Advisory Services, LLC | 172 | $335.5K | 0.23% | +50+41.0% | Added |
| J.Safra Asset Management Corp | 172 | $335.6K | 0.03% | +172 | New |
| Wallace Advisory Group, LLC | 198 | $336.7K | 0.23% | +198 | New |
| Ignite Planners, LLC | 147 | $337.3K | 0.07% | +10+7.3% | Added |
| Strategic Financial Concepts, LLC | 173 | $337.5K | 0.06% | +173 | New |
| Dorsey & Whitney Trust CO LLC | 173 | $337.5K | 0.02% | −63−26.7% | Reduced |
| Aries Wealth Management | 175 | $341.4K | 0.09% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 175 | $341.4K | 0.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 176 | $343.4K | 0.15% | +39+28.5% | Added |
| Claro Advisors LLC | 177 | $345.3K | 0.05% | 00.0% | Unchanged |
| Stevens Capital Management LP | 178 | $347.0K | 0.09% | +178 | New |
| Argent Trust Co | 178 | $347.3K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 179 | $348.2K | 0.06% | −34−16.0% | Reduced |
| Weik Capital Management | 180 | $351.2K | 0.14% | 00.0% | Unchanged |
| Graypoint LLC | 181 | $353.1K | 0.02% | +3+1.7% | Added |
| Thrivent Financial for Lutherans | 183 | $354.0K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 183 | $357.0K | 0.16% | +9+5.2% | Added |
| Empire Financial Management Company, LLC | 184 | $359.0K | 0.11% | −18−8.9% | Reduced |
| Tectonic Advisors LLC | 184 | $359.0K | 0.02% | +21+12.9% | Added |
| Goldstein Advisors, LLC | 184 | $359.0K | 0.05% | +56+43.8% | Added |
| Centaurus Financial, Inc. | 184 | $359.0K | 0.02% | −1−0.5% | Reduced |
| Integrated Advisors Network LLC | 185 | $360.9K | 0.02% | −481−72.2% | Reduced |
| NFP Retirement, Inc. | 185 | $360.9K | 0.03% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 185 | $360.9K | 0.25% | +185 | New |
| Avant Financial Advisors LLC | 186 | $362.9K | 0.33% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 187 | $364.8K | 0.16% | +187 | New |
| Trinity Financial Advisors LLC | 188 | $365.8K | 0.13% | −19−9.2% | Reduced |
| Adell Harriman & Carpenter Inc | 188 | $366.8K | 0.03% | +18+10.6% | Added |
| Gladstone Institutional Advisory LLC | 189 | $368.7K | 0.02% | −50−20.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 189 | $368.7K | 0.07% | −49−20.6% | Reduced |
