| FSA Wealth Management LLC | 1,000 | $252.0K | 0.15% | +1,000 | New |
| Mechanics Financial Corp | 1,000 | $252.0K | 0.12% | +1,000 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,004 | $251.0K | 0.02% | −18,493−94.9% | Reduced |
| S.C. Financial Services, Inc. | 1,007 | $249.0K | 0.29% | +1,007 | New |
| Prentice Wealth Management LLC | 962 | $248.0K | 0.12% | −18−1.8% | Reduced |
| Tobam | 984 | $248.0K | 0.01% | +348+54.7% | Added |
| Somerset Trust Co | 986 | $248.0K | 0.09% | +986 | New |
| Prime Capital Investment Advisors, LLC | 983 | $248.0K | 0.01% | +983 | New |
| Eagle Rock Investment Company, LLC | 985 | $248.0K | 0.05% | +985 | New |
| Independent Wealth Network Inc. | 979 | $247.0K | 0.15% | +7+0.7% | Added |
| Carolinas Wealth Consulting LLC | 982 | $247.0K | 0.05% | +328+50.2% | Added |
| Arbor Investment Advisors, LLC | 981 | $247.0K | 0.05% | +981 | New |
| Roberts Wealth Advisors, LLC | 996 | $247.0K | 0.09% | +996 | New |
| CPWM, LLC | 1,249 | $245.0K | 0.02% | +1,249 | New |
| Woodward Diversified Capital, LLC | 973 | $245.0K | 0.14% | +973 | New |
| Cedar Mountain Advisors, LLC | 969 | $244.0K | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 960 | $242.0K | 0.24% | −30−3.0% | Reduced |
| Kelman-Lazarov, Inc. | 962 | $242.0K | 0.08% | +962 | New |
| Ullmann Financial Group, Inc. | 960 | $242.0K | 0.06% | +960 | New |
| Steigerwald, Gordon & Koch Inc. | 961 | $242.0K | 0.04% | +961 | New |
| Mosaic Advisors LLC | 960 | $242.0K | 0.18% | +960 | New |
| McClarren Financial Advisors, Inc. | 953 | $241.0K | 0.16% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 955 | $241.0K | 0.24% | +955 | New |
| Cornercap Investment Counsel Inc | 952 | $240.0K | 0.03% | −4,860−83.6% | Reduced |
| First National Bank & Trust Co of Newtown | 949 | $239.0K | 0.05% | +949 | New |
| LMR Partners LLP | 949 | $239.0K | 0.00% | +949 | New |
| Tompkins Financial Corp | 944 | $238.0K | 0.04% | −249−20.9% | Reduced |
| Institutional & Family Asset Management, LLC | 945 | $238.0K | 0.04% | −78−7.6% | Reduced |
| Asset Dedication, LLC | 945 | $238.0K | 0.03% | −8−0.8% | Reduced |
| LifePro Asset Management | 947 | $238.0K | 0.07% | +947 | New |
| PCG Wealth Advisors, LLC | 944 | $238.0K | 0.17% | +944 | New |
| TCG Advisory Services, LLC | 941 | $237.0K | 0.06% | −2,509−72.7% | Reduced |
| Harbour Investment Management LLC | 942 | $237.0K | 0.11% | −200−17.5% | Reduced |
| Lenox Wealth Advisors, LLC | 940 | $237.0K | 0.03% | −18−1.9% | Reduced |
| Catalyst Capital Advisors LLC | 940 | $237.0K | 0.01% | 00.0% | Unchanged |
| Landaas & Co | 942 | $237.0K | 0.13% | +942 | New |
| Cabot Wealth Management Inc | 942 | $237.0K | 0.03% | +942 | New |
| Strategic Wealth Designers | 940 | $237.0K | 0.06% | +940 | New |
| Tectonic Advisors LLC | 938 | $236.0K | 0.04% | +938 | New |
| Venturi Wealth Management, LLC | 934 | $235.0K | 0.02% | +934 | New |
| CCG Wealth Management, LLC | 934 | $235.0K | 0.12% | +934 | New |
| Kalos Management, Inc. | 1,022 | $234.0K | 0.06% | +66+6.9% | Added |
| Madden Securities Corp | 930 | $234.0K | 0.11% | −170−15.5% | Reduced |
| Bernardo Wealth Planning LLC | 931 | $234.0K | 0.11% | +931 | New |
| BlackDiamond Wealth Management Inc. | 927 | $234.0K | 0.27% | +927 | New |
| Magnus Financial Group LLC | 925 | $233.0K | 0.04% | +925 | New |
| Addison Advisors LLC | 920 | $232.0K | 0.14% | +36+4.1% | Added |
| Vaughan & Co Securities, Inc. | 920 | $232.0K | 0.16% | +920 | New |
| L2 Asset Management, LLC | 922 | $232.0K | 0.16% | +922 | New |
| Summit Financial Strategies, Inc. | 913 | $230.0K | 0.04% | −587−39.1% | Reduced |
| Aaron Wealth Advisors | 915 | $230.0K | 0.06% | +915 | New |
| Pictet & Cie (Europe) SA | 906 | $228.0K | 0.01% | +906 | New |
| MainStreet Investment Advisors LLC | 908 | $228.0K | 0.02% | +908 | New |
| Wexford Capital LP | 900 | $227.0K | 0.02% | +900 | New |
| Greenwood Capital Associates LLC | 902 | $227.0K | 0.03% | +902 | New |
| Steinberg Asset Management LLC | 900 | $227.0K | 0.28% | +900 | New |
| Pineno Levin & Ford Asset Management, Inc. | 900 | $227.0K | 0.07% | +900 | New |
| Summit Financial Wealth Advisors, LLC | 899 | $227.0K | 0.04% | +899 | New |
| Renasant Bank | 902 | $227.0K | 0.15% | +902 | New |
| MBE Wealth Management, LLC | 901 | $227.0K | 0.12% | +901 | New |
| Hyperion Capital Advisors LP | 900 | $227.0K | 0.05% | +900 | New |
| Jump Financial, LLC | 900 | $227.0K | 0.01% | +900 | New |
| Dillon & Associates Inc | 889 | $224.0K | 0.04% | +889 | New |
| Portland Global Advisors LLC | 891 | $224.0K | 0.04% | +891 | New |
| Cypress Wealth Services, LLC | 891 | $224.0K | 0.06% | +891 | New |
| Green Square Capital Advisors LLC | 884 | $223.0K | 0.04% | +884 | New |
| Capstone Investment Advisors, LLC | 882 | $222.0K | 0.00% | −160,946−99.5% | Reduced |
| Laird Norton Trust Company, LLC | 884 | $222.0K | 0.02% | +884 | New |
| Freedman Financial Associates, Inc. | 877 | $221.0K | 0.15% | −12−1.3% | Reduced |
| Red Wave Investments LLC | 877 | $221.0K | 0.08% | +877 | New |
| Axxcess Wealth Management, LLC | 876 | $221.0K | 0.02% | +876 | New |
| Bellevue Asset Management, LLC | 875 | $220.0K | 0.13% | +25+2.9% | Added |
| Farmers Trust Co | 872 | $220.0K | 0.05% | +872 | New |
| Van Hulzen Asset Management, LLC | 875 | $220.0K | 0.02% | +875 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 874 | $220.0K | 0.08% | +874 | New |
| Jmac Enterprises LLC | 900 | $220.0K | 0.05% | +900 | New |
| DMG Group, LLC | 898 | $219.0K | 0.19% | +898 | New |
| RMR Wealth Builders | 863 | $217.0K | 0.06% | −3,467−80.1% | Reduced |
| Hofer & Associates. Inc | 862 | $217.0K | 0.20% | +862 | New |
| Maven Securities LTD | 857 | $216.0K | 0.03% | −6,362−88.1% | Reduced |
| Anderson Hoagland & Co | 876 | $215.0K | 0.03% | −4,124−82.5% | Reduced |
| Gleason Group, Inc. | 851 | $215.0K | 0.07% | +4+0.5% | Added |
| Money Concepts Capital Corp | 855 | $215.0K | 0.02% | +855 | New |
| MKD Wealth Coaches, LLC | 854 | $215.0K | 0.29% | +854 | New |
| Addison Capital Co | 855 | $215.0K | 0.10% | +855 | New |
| Outlook Wealth Advisors, LLC | 853 | $215.0K | 0.06% | +853 | New |
| West Oak Capital, LLC | 845 | $213.0K | 0.08% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 847 | $213.0K | 0.07% | +847 | New |
| NBW Capital LLC | 844 | $213.0K | 0.05% | +844 | New |
| Nadler Financial Group, Inc. | 842 | $212.0K | 0.03% | +842 | New |
| Capital Wealth Alliance, LLC | 842 | $212.0K | 0.12% | +842 | New |
| Peak Financial Advisors LLC | 843 | $212.0K | 0.16% | +843 | New |
| Rock Creek Group, LP | 837 | $211.0K | 0.03% | −50−5.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 840 | $211.0K | 0.04% | +840 | New |
| Global Financial Private Client, LLC | 837 | $210.9K | 0.10% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 833 | $210.0K | 0.04% | −55−6.2% | Reduced |
| D'Orazio & Associates, Inc. | 835 | $210.0K | 0.05% | +484+137.9% | Added |
| Mayfair Advisory Group, LLC | 829 | $210.0K | 0.28% | +829 | New |
| Frank, Rimerman Advisors LLC | 830 | $209.1K | 0.07% | +830 | New |
| Core Alternative Capital | 830 | $209.0K | 0.04% | +830 | New |
