| PrairieView Partners, LLC | 450 | $133.0K | 0.02% | −250−35.7% | Reduced |
| Duncker Streett & Co Inc | 493 | $145.4K | 0.03% | +293+146.5% | Added |
| Grove Bank & Trust | 494 | $145.7K | 0.03% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 514 | $151.6K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 520 | $153.3K | 0.01% | −3,569−87.3% | Reduced |
| Pinnacle Bancorp, Inc. | 525 | $154.8K | 0.05% | −3−0.6% | Reduced |
| SOA Wealth Advisors, LLC. | 531 | $156.6K | 0.03% | −64−10.8% | Reduced |
| Adirondack Trust Co | 505 | $156.8K | 0.07% | +101+25.0% | Added |
| Ronald Blue Trust, Inc. | 671 | $158.0K | 0.00% | +5+0.8% | Added |
| Jones Financial Companies LLLP | 545 | $160.7K | 0.00% | +67+14.0% | Added |
| Tradewinds Capital Management, LLC | 550 | $162.2K | 0.06% | −200−26.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 553 | $163.1K | 0.15% | +250+82.5% | Added |
| Baldwin Brothers Inc | 558 | $164.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 560 | $165.1K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 577 | $170.1K | 0.01% | −14−2.4% | Reduced |
| Truvestments Capital LLC | 581 | $171.3K | 0.08% | −130−18.3% | Reduced |
| Plato Investment Management Ltd | 581 | $171.3K | 0.21% | +581 | New |
| FSA Wealth Management LLC | 587 | $173.0K | 0.08% | +587 | New |
| Custom Portfolio Group LLC | 600 | $176.9K | 0.16% | +600 | New |
| Massmutual Trust Co FSB | 614 | $181.1K | 0.01% | +190+44.8% | Added |
| Brown Shipley& Co Ltd | 615 | $181.4K | 0.09% | −90−12.8% | Reduced |
| Westside Investment Management, Inc. | 632 | $186.4K | 0.05% | +8+1.3% | Added |
| Indiana Trust & Investment Management CO | 640 | $188.7K | 0.09% | +105+19.6% | Added |
| Glass Jacobson Investment Advisors llc | 669 | $197.3K | 0.08% | −125−15.7% | Reduced |
| Arlington Trust Co LLC | 669 | $197.3K | 0.06% | +669 | New |
| Avid Wealth Partners LLC | 681 | $200.8K | 0.20% | +681 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 684 | $201.7K | 0.04% | +684 | New |
| Cambridge Advisors Inc. | 686 | $202.3K | 0.05% | +686 | New |
| Schoolcraft Capital LLC | 690 | $203.5K | 0.05% | +690 | New |
| Perennial Advisors, LLC | 690 | $203.5K | 0.05% | +690 | New |
| Private Client Services, LLC | 692 | $204.1K | 0.17% | +692 | New |
| Vantage Consulting Group Inc | 695 | $204.9K | 0.14% | −181−20.7% | Reduced |
| Kolinsky Wealth Management, LLC | 695 | $204.9K | 0.18% | +695 | New |
| Register Financial Advisors LLC | 697 | $205.5K | 0.14% | +692+13,840.0% | Added |
| WP Advisors, LLC | 697 | $205.5K | 0.08% | +697 | New |
| MAS Advisors LLC | 699 | $206.1K | 0.27% | +699 | New |
| Blume Capital Management, Inc. | 700 | $206.4K | 0.05% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 700 | $206.4K | 0.00% | +700 | New |
| Elmwood Wealth Management, Inc. | 700 | $206.4K | 0.14% | +700 | New |
| Aaron Wealth Advisors | 700 | $206.4K | 0.03% | +700 | New |
| Northwest Wealth Management, LLC | 702 | $207.0K | 0.06% | +702 | New |
| Paragon Private Wealth Management, LLC | 705 | $207.9K | 0.14% | +705 | New |
| Financial Advisory Service, Inc. | 705 | $207.9K | 0.02% | +705 | New |
| Lazari Capital Management, Inc. | 709 | $209.1K | 0.12% | +709 | New |
| Signature Wealth Management Partners, LLC | 711 | $209.7K | 0.18% | +711 | New |
| Resurgent Financial Advisors LLC | 712 | $210.0K | 0.13% | +316+79.8% | Added |
| Green Square Capital Advisors LLC | 712 | $210.0K | 0.03% | +712 | New |
| Gries Financial LLC | 714 | $210.5K | 0.05% | +714 | New |
| Wealthsource Partners, LLC | 714 | $210.5K | 0.01% | +714 | New |
| Covestor Ltd | 715 | $211.0K | 0.14% | +100+16.3% | Added |
| Outlook Wealth Advisors, LLC | 718 | $211.7K | 0.07% | +718 | New |
| Aveo Capital Partners, LLC | 719 | $212.0K | 0.03% | +719 | New |
| TCWP LLC | 720 | $212.3K | 0.60% | −8,265−92.0% | Reduced |
| Seven Mile Advisory | 722 | $212.9K | 0.18% | +722 | New |
| Stevard, LLC | 723 | $213.2K | 0.21% | +723 | New |
| Altus Wealth Group LLC | 724 | $213.5K | 0.12% | +724 | New |
| BIP Wealth, LLC | 726 | $214.1K | 0.02% | +726 | New |
| Vicus Capital | 727 | $214.4K | 0.02% | −1,052−59.1% | Reduced |
| Capstone Financial Advisors, Inc. | 727 | $214.4K | 0.02% | +727 | New |
| Mesirow Financial Investment Management, Inc. | 730 | $215.3K | 0.01% | +730 | New |
| Cedar Brook Financial Partners, LLC | 666 | $215.4K | 0.05% | +666 | New |
| TCTC Holdings, LLC | 738 | $217.6K | 0.01% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 738 | $217.6K | 0.07% | +738 | New |
| Legacy Capital Wealth Partners, LLC | 743 | $219.1K | 0.06% | +743 | New |
| Hill Island Financial LLC | 745 | $219.7K | 0.07% | +745 | New |
| Mosley Wealth Management | 745 | $219.7K | 0.22% | +745 | New |
| Nelson Capital Management, LLC | 747 | $220.3K | 0.05% | +747 | New |
| Whalen Wealth Management Inc. | 748 | $220.6K | 0.20% | +748 | New |
| Thompson Siegel & Walmsley LLC | 750 | $221.0K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 750 | $221.2K | 0.20% | +750 | New |
| Catalina Capital Group, LLC | 752 | $221.8K | 0.17% | +752 | New |
| Bank of Hawaii | 759 | $223.8K | 0.01% | +759 | New |
| Moisand Fitzgerald Tamayo, LLC | 760 | $224.1K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 764 | $225.3K | 0.05% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 765 | $226.0K | 0.08% | +765 | New |
| BancorpSouth Bank | 767 | $226.2K | 0.02% | +767 | New |
| Astoria Portfolio Advisors LLC. | 663 | $226.3K | 0.09% | +663 | New |
| Portman Square Capital LLP | 768 | $226.5K | 0.04% | −36,000−97.9% | Reduced |
| Continuum Advisory, LLC | 773 | $227.9K | 0.03% | +773 | New |
| Epic Trust Investment Advisors, LLC | 774 | $228.2K | 0.31% | +774 | New |
| Frisch Financial Group, Inc. | 778 | $229.0K | 0.09% | +778 | New |
| Hanson & Doremus Investment Management | 780 | $230.0K | 0.04% | +333+74.5% | Added |
| Bridgewealth Advisory Group, LLC | 780 | $230.0K | 0.18% | +780 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 782 | $230.5K | 0.02% | +334+74.6% | Added |
| Drive Wealth Management, LLC | 783 | $230.9K | 0.07% | +783 | New |
| Ewa, LLC | 673 | $232.2K | 0.11% | +673 | New |
| Oder Investment Management, LLC | 788 | $232.4K | 0.23% | +788 | New |
| Silicon Valley Capital Partners | 789 | $232.7K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 793 | $233.8K | 0.07% | +793 | New |
| Abbrea Capital, LLC | 795 | $234.0K | 0.03% | +795 | New |
| Hazlett, Burt & Watson, Inc. | 793 | $235.0K | 0.16% | +21+2.7% | Added |
| Intellectus Partners, LLC | 800 | $235.9K | 0.07% | −100−11.1% | Reduced |
| AllSquare Wealth Management LLC | 800 | $235.9K | 0.14% | 00.0% | Unchanged |
| Garde Capital, Inc. | 802 | $236.0K | 0.02% | +118+17.3% | Added |
| Vista Wealth Management Group, LLC | 807 | $237.9K | 0.02% | +807 | New |
| TD Private Client Wealth LLC | 809 | $238.6K | 0.01% | +59+7.9% | Added |
| Morris Retirement Advisors, LLC | 811 | $239.1K | 0.16% | +811 | New |
| Capital Advisors Inc | 813 | $239.7K | 0.01% | −85−9.5% | Reduced |
| PDS Planning, Inc | 813 | $239.7K | 0.03% | +813 | New |
| Claret Asset Management Corp | 815 | $240.0K | 0.04% | +815 | New |
