| Massmutual Trust Co FSB | 596 | $160.4K | 0.00% | +131+28.2% | Added |
| Westside Investment Management, Inc. | 624 | $167.9K | 0.04% | +74+13.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 627 | $169.0K | 0.00% | +54+9.4% | Added |
| LRI Investments, LLC | 636 | $171.1K | 0.02% | +570+863.6% | Added |
| Dougherty Wealth Advisers LLC | 659 | $177.3K | 0.15% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 694 | $186.7K | 0.02% | +15+2.2% | Added |
| Union Savings Bank | 713 | $191.9K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 733 | $198.0K | 0.12% | +733 | New |
| Chesapeake Asset Management LLC | 741 | $199.4K | 0.19% | −7−0.9% | Reduced |
| Birchcreek Wealth Management, LLC | 745 | $200.6K | 0.11% | +745 | New |
| Buckingham Strategic Wealth, LLC | 748 | $201.2K | 0.00% | −74−9.0% | Reduced |
| Letko, Brosseau & Associates Inc | 750 | $201.8K | 0.00% | −225−23.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 750 | $201.8K | 0.02% | +750 | New |
| Kornitzer Capital Management Inc | 760 | $204.5K | 0.00% | +760 | New |
| Summit Trail Advisors, LLC | 759 | $205.0K | 0.01% | −56−6.9% | Reduced |
| David Loasby | 727 | $205.3K | 0.02% | −129−15.1% | Reduced |
| Catalyst Financial Partners LLC | 763 | $205.3K | 0.05% | +763 | New |
| Vantage Consulting Group Inc | 768 | $206.7K | 0.15% | −70−8.4% | Reduced |
| Thrive Wealth Management, LLC | 769 | $206.9K | 0.04% | −63−7.6% | Reduced |
| Diversified, LLC | 770 | $207.2K | 0.02% | +770 | New |
| Crewe Advisors LLC | 773 | $208.0K | 0.02% | −140−15.3% | Reduced |
| Fiducient Advisors LLC | 781 | $211.0K | 0.03% | +781 | New |
| Modera Wealth Management, LLC | 784 | $211.0K | 0.00% | −43−5.2% | Reduced |
| Legacy Financial Advisors, Inc. | 787 | $211.8K | 0.04% | −122−13.4% | Reduced |
| Opus Capital Group, LLC | 793 | $213.0K | 0.03% | −25−3.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 792 | $213.1K | 0.01% | +792 | New |
| WealthBridge Capital Management, LLC | 793 | $213.4K | 0.07% | −42−5.0% | Reduced |
| IMPACTfolio, LLC | 793 | $213.4K | 0.12% | +793 | New |
| LVW Advisors, LLC | 793 | $213.4K | 0.03% | +793 | New |
| Hexagon Capital Partners LLC | 795 | $213.9K | 0.05% | −2−0.3% | Reduced |
| Formidable Asset Management, LLC | 796 | $214.3K | 0.03% | +255+47.1% | Added |
| Tiaa Trust, National Association | 798 | $214.7K | 0.00% | +798 | New |
| MJP Associates Inc | 799 | $215.0K | 0.04% | +799 | New |
| Synovus Financial Corp | 799 | $215.0K | 0.00% | +799 | New |
| Alta Advisers Ltd | 800 | $215.3K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 800 | $215.3K | 0.03% | +800 | New |
| Cullinan Associates Inc | 800 | $215.3K | 0.01% | +800 | New |
| Quotient Wealth Partners, LLC | 800 | $215.3K | 0.01% | +800 | New |
| Clarus Wealth Advisors | 766 | $216.3K | 0.11% | −97−11.2% | Reduced |
| Sterling Investment Counsel, LLC | 804 | $216.3K | 0.09% | +804 | New |
| Shilanski & Associates, Inc. | 810 | $218.0K | 0.07% | −7−0.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 812 | $218.5K | 0.18% | +812 | New |
| Private Trust Co NA | 813 | $218.8K | 0.02% | +66+8.8% | Added |
| Silver Oak Securities, Inc | 813 | $218.8K | 0.03% | +813 | New |
| Warren Averett Asset Management, LLC | 816 | $219.7K | 0.00% | +816 | New |
| Edmp, Inc. | 823 | $221.5K | 0.20% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 835 | $224.7K | 0.14% | −29−3.4% | Reduced |
| Leo Wealth, LLC | 841 | $226.3K | 0.02% | −36−4.1% | Reduced |
| Golden State Equity Partners | 846 | $227.6K | 0.05% | +846 | New |
| Meiji Yasuda Life Insurance Co | 846 | $227.7K | 0.00% | −950−52.9% | Reduced |
| Kovack Advisors, Inc. | 847 | $228.0K | 0.03% | +847 | New |
| Per Stirling Capital Management, LLC. | 849 | $228.4K | 0.04% | +849 | New |
| Signature Wealth Management Partners, LLC | 850 | $228.7K | 0.17% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 850 | $228.7K | 0.02% | +850 | New |
| Carr Financial Group Corp | 853 | $229.5K | 0.07% | +853 | New |
| Baader Bank INC | 855 | $230.1K | 0.02% | +855 | New |
| Quadrant Private Wealth Management, LLC | 853 | $230.4K | 0.05% | +19+2.3% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 862 | $232.0K | 0.16% | −40−4.4% | Reduced |
| Trustmark National Bank Trust Department | 862 | $232.0K | 0.02% | +862 | New |
| Beverly Hills Private Wealth, LLC | 864 | $232.6K | 0.05% | +11+1.3% | Added |
| Affinity Wealth Management LLC | 865 | $232.8K | 0.04% | +16+1.9% | Added |
| Custom Index Systems, LLC | 867 | $233.3K | 0.13% | +867 | New |
| Avenue 1 Advisors, LLC | 868 | $233.6K | 0.09% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 869 | $233.9K | 0.09% | +869 | New |
| Axxcess Wealth Management, LLC | 875 | $235.5K | 0.01% | −1,994−69.5% | Reduced |
| Camden Capital, LLC | 881 | $237.0K | 0.02% | +881 | New |
| Octavia Wealth Advisors, LLC | 880 | $237.6K | 0.03% | +45+5.4% | Added |
| Jackson Creek Investment Advisors LLC | 889 | $239.0K | 0.09% | +889 | New |
| Spire Wealth Management | 891 | $239.8K | 0.01% | −365−29.1% | Reduced |
| Monument Capital Management | 895 | $240.8K | 0.07% | +895 | New |
| Farmers National Bank | 899 | $241.9K | 0.07% | +52+6.1% | Added |
| Wedmont Private Capital | 864 | $242.1K | 0.02% | +30+3.6% | Added |
| Symphony Financial, Ltd. Co. | 915 | $243.7K | 0.04% | +2+0.2% | Added |
| Gallacher Capital Management LLC | 906 | $243.9K | 0.13% | +85+10.4% | Added |
| Change Path, LLC | 906 | $244.0K | 0.01% | −197−17.9% | Reduced |
| Resurgent Financial Advisors LLC | 915 | $246.2K | 0.15% | −24−2.6% | Reduced |
| Silvercrest Asset Management Group LLC | 915 | $246.2K | 0.00% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 928 | $249.7K | 0.11% | +928 | New |
| Boston Family Office LLC | 930 | $250.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 931 | $250.4K | 0.00% | −1,838−66.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 932 | $250.8K | 0.03% | −76−7.5% | Reduced |
| Essex Financial Services, Inc. | 1,025 | $251.5K | 0.02% | +1,025 | New |
| Kanawha Capital Management LLC | 940 | $253.0K | 0.02% | +940 | New |
| Integrated Investment Consultants, LLC | 1,022 | $253.2K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 945 | $254.3K | 0.05% | −145−13.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 950 | $255.6K | 0.10% | +580+156.8% | Added |
| Optas, LLC | 954 | $256.7K | 0.07% | +57+6.4% | Added |
| Drive Wealth Management, LLC | 953 | $257.5K | 0.07% | +39+4.3% | Added |
| Edgestream Partners, L.P. | 957 | $257.5K | 0.01% | +957 | New |
| 3Chopt Investment Partners, LLC | 990 | $267.4K | 0.08% | +990 | New |
| Zacks Investment Management | 995 | $267.8K | 0.00% | +91+10.1% | Added |
| Old North State Wealth Management, LLC | 994 | $268.2K | 0.18% | +994 | New |
| Oxford Wealth Group, LLC | 1,000 | $269.1K | 0.18% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,000 | $269.1K | 0.73% | +400+66.7% | Added |
| First Citizens Bank & Trust Co | 1,001 | $269.4K | 0.01% | −104−9.4% | Reduced |
| Kraft, Davis & Associates, LLC | 1,072 | $270.3K | 0.08% | +3+0.3% | Added |
| MONECO Advisors, LLC | 1,011 | $271.9K | 0.04% | −12−1.2% | Reduced |
| IFG Advisory, LLC | 1,011 | $272.1K | 0.02% | +1,011 | New |
| Equitable Trust Co | 1,014 | $272.9K | 0.02% | +1,014 | New |
| Wetzel Investment Advisors, Inc. | 1,103 | $273.3K | 0.16% | −30−2.6% | Reduced |
