| Gen-Wealth Partners Inc | 600 | $139.3K | 0.06% | +600 | New |
| Armstrong Advisory Group, Inc | 568 | $140.0K | 0.01% | −20−3.4% | Reduced |
| SIMA Wealth Partners, LLC | 570 | $140.5K | 0.12% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 571 | $140.7K | 0.08% | −92−13.9% | Reduced |
| Costello Asset Management, INC | 576 | $142.1K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 577 | $142.2K | 0.05% | +20+3.6% | Added |
| Advantage Trust Co | 586 | $144.4K | 0.10% | −28−4.6% | Reduced |
| Ransom Advisory, Ltd | 601 | $148.1K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 602 | $148.4K | 0.04% | −13−2.1% | Reduced |
| Centennial Bank | 608 | $149.9K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 614 | $151.3K | 0.01% | +614 | New |
| United Community Bank | 638 | $157.3K | 0.06% | −61−8.7% | Reduced |
| Byrne Asset Management LLC | 652 | $160.7K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 655 | $161.4K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 659 | $162.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 667 | $164.4K | 0.01% | −140−17.3% | Reduced |
| Hemington Wealth Management | 715 | $165.0K | 0.04% | +715 | New |
| Pin Oak Investment Advisors Inc | 675 | $166.0K | 0.15% | −300−30.8% | Reduced |
| Carolinas Wealth Consulting LLC | 692 | $170.5K | 0.03% | +13+1.9% | Added |
| Bank & Trust Co | 692 | $170.6K | 0.14% | −25−3.5% | Reduced |
| Northwest Investment Counselors, LLC | 710 | $175.1K | 0.04% | +710 | New |
| Rise Advisors, LLC | 719 | $177.3K | 0.08% | −16−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 734 | $180.9K | 0.01% | +134+22.3% | Added |
| Ruedi Wealth Management, Inc. | 735 | $181.2K | 0.06% | −9−1.2% | Reduced |
| Leonteq Securities AG | 742 | $182.9K | 0.02% | −212−22.2% | Reduced |
| AlphaMark Advisors, LLC | 742 | $183.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 756 | $186.3K | 0.23% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 771 | $190.1K | 0.13% | +430+126.1% | Added |
| Covestor Ltd | 790 | $195.0K | 0.12% | +461+140.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 800 | $197.0K | 0.08% | 00.0% | Unchanged |
| Pingora Partners LLC | 800 | $197.2K | 0.14% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $197.2K | 0.04% | +800 | New |
| Financial Management Professionals, Inc. | 804 | $198.0K | 0.02% | +6+0.8% | Added |
| Canvas Wealth Advisors, LLC | 812 | $200.1K | 0.06% | +812 | New |
| Freedom Day Solutions, LLC | 816 | $201.0K | 0.06% | −100−10.9% | Reduced |
| Lifestyle Asset Management, Inc. | 818 | $201.6K | 0.11% | +818 | New |
| Selway Asset Management | 822 | $202.6K | 0.08% | +822 | New |
| S. R. Schill & Associates | 825 | $203.3K | 0.14% | +825 | New |
| Key Client Fiduciary Advisors, LLC | 825 | $203.3K | 0.09% | +825 | New |
| Kinloch Capital, LLC | 827 | $203.8K | 0.10% | +827 | New |
| Second Half Financial Partners, LLC | 827 | $203.9K | 0.11% | +827 | New |
| First National Bank & Trust Co of Newtown | 829 | $204.3K | 0.04% | +829 | New |
| Two Sigma Securities, LLC | 831 | $204.8K | 0.02% | −1,975−70.4% | Reduced |
| Silver Oak Advisory Group, Inc. | 832 | $205.0K | 0.11% | +832 | New |
| Red Wave Investments LLC | 835 | $205.8K | 0.07% | +835 | New |
| Kohmann Bosshard Financial Services, LLC | 836 | $206.1K | 0.03% | +836 | New |
| Seeds Investor LLC | 836 | $206.1K | 0.08% | +836 | New |
| Zullo Investment Group, Inc. | 837 | $206.4K | 0.09% | +837 | New |
| Reliant Investment Management, LLC | 838 | $206.6K | 0.10% | +838 | New |
| BWM Planning, LLC | 839 | $206.8K | 0.09% | +839 | New |
| Adirondack Trust Co | 841 | $207.3K | 0.08% | −35−4.0% | Reduced |
| Accredited Investors Inc. | 843 | $207.8K | 0.01% | +843 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 844 | $208.1K | 0.05% | +844 | New |
| Gleason Group, Inc. | 845 | $208.2K | 0.04% | −105−11.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 845 | $208.2K | 0.05% | +845 | New |
| Magellan Asset Management Ltd | 845 | $208.3K | 0.00% | −248−22.7% | Reduced |
| West Oak Capital, LLC | 845 | $208.3K | 0.04% | 00.0% | Unchanged |
| Provident Trust Co | 847 | $208.8K | 0.00% | +847 | New |
| Old Second National Bank of Aurora | 848 | $209.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 848 | $209.0K | 0.13% | +848 | New |
| Safeguard Investment Advisory Group, LLC | 849 | $209.2K | 0.06% | +849 | New |
| Angeles Investment Advisors, LLC | 851 | $209.8K | 0.01% | +851 | New |
| Am Investment Strategies LLC | 853 | $210.0K | 0.05% | +853 | New |
| LCNB Corp | 852 | $210.0K | 0.07% | +852 | New |
| Sovereign Financial Group, Inc. | 853 | $210.1K | 0.05% | +853 | New |
| Well Done, LLC | 854 | $210.5K | 0.04% | −124−12.7% | Reduced |
| Atwood & Palmer Inc | 857 | $211.2K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 859 | $212.0K | 0.01% | +859 | New |
| Register Financial Advisors LLC | 861 | $212.3K | 0.11% | −350−28.9% | Reduced |
| Legacy Edge Advisors, LLC | 864 | $213.0K | 0.03% | −70−7.5% | Reduced |
| Solidarilty Wealth, LLC | 866 | $213.5K | 0.06% | −20−2.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 866 | $213.5K | 0.10% | +866 | New |
| Canal Capital Management, LLC | 869 | $214.3K | 0.03% | +869 | New |
| TrueWealth Advisors, LLC | 870 | $214.5K | 0.07% | +870 | New |
| Gateway Wealth Partners, LLC | 876 | $215.9K | 0.06% | +876 | New |
| Consilio Wealth Advisors, LLC | 884 | $217.8K | 0.09% | +884 | New |
| Francis Financial, Inc. | 884 | $217.9K | 0.06% | +884 | New |
| Harbour Trust & Investment Management Co | 885 | $218.1K | 0.02% | −54−5.8% | Reduced |
| Keener Financial Planning LLC | 889 | $219.0K | 0.14% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 890 | $219.4K | 0.05% | 00.0% | Unchanged |
| Madden Securities Corp | 890 | $219.4K | 0.09% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 895 | $220.6K | 0.02% | −29,126−97.0% | Reduced |
| J.Safra Asset Management Corp | 904 | $220.8K | 0.02% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 897 | $221.1K | 0.08% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 898 | $221.5K | 0.02% | +898 | New |
| Hyperion Capital Advisors LP | 900 | $221.8K | 0.10% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 900 | $221.8K | 0.04% | 00.0% | Unchanged |
| Kearns & Associates LLC | 900 | $221.8K | 0.15% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 899 | $222.0K | 0.06% | 00.0% | Unchanged |
| Wynn Capital, LLC | 901 | $222.1K | 0.15% | 00.0% | Unchanged |
| Monument Capital Management | 906 | $223.3K | 0.06% | −60−6.2% | Reduced |
| Benin Management CORP | 907 | $223.6K | 0.06% | +907 | New |
| Green Harvest Asset Management LLC | 907 | $223.6K | 0.00% | −2−0.2% | Reduced |
| Dillon & Associates Inc | 916 | $225.0K | 0.03% | +16+1.8% | Added |
| Hofer & Associates. Inc | 915 | $225.6K | 0.16% | 00.0% | Unchanged |
| Transform Wealth, LLC | 916 | $225.8K | 0.01% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 919 | $226.5K | 0.05% | +919 | New |
| Drake & Associates, LLC | 919 | $226.5K | 0.07% | +919 | New |
| Gamco Investors, Inc. Et Al | 920 | $226.8K | 0.00% | −70−7.1% | Reduced |
| Ballast Advisors LLC | 920 | $226.8K | 0.07% | 00.0% | Unchanged |