| Rock Creek Group, LP | 609 | $174.1K | 0.02% | +119+24.3% | Added |
| Covestor Ltd | 650 | $186.0K | 0.16% | +18+2.8% | Added |
| Harbour Investments, Inc. | 651 | $186.1K | 0.01% | −29−4.3% | Reduced |
| Dougherty Wealth Advisers LLC | 658 | $188.1K | 0.28% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 659 | $188.3K | 0.05% | −17−2.5% | Reduced |
| Beach Investment Counsel Inc | 700 | $200.0K | 0.03% | +700 | New |
| Morningstar Investment Services LLC | 707 | $200.0K | 0.00% | +707 | New |
| Alan B. Lancz & Associates, Inc. | 700 | $200.1K | 0.21% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 701 | $200.4K | 0.03% | +701 | New |
| Visionary Wealth Advisors | 702 | $200.6K | 0.02% | +702 | New |
| Fortis Capital Advisors, LLC | 704 | $201.2K | 0.11% | +167+31.1% | Added |
| Means Investment Co., Inc. | 705 | $201.5K | 0.04% | +705 | New |
| Mechanics Bank Trust Department | 710 | $202.9K | 0.03% | +710 | New |
| Horizon Bancorp Inc | 712 | $203.0K | 0.13% | −338−32.2% | Reduced |
| Albert D Mason Inc | 711 | $203.0K | 0.14% | +711 | New |
| Portland Global Advisors LLC | 710 | $203.0K | 0.03% | +710 | New |
| LVW Advisors, LLC | 711 | $203.2K | 0.04% | +711 | New |
| General Partner, Inc. | 713 | $203.8K | 0.18% | 00.0% | Unchanged |
| Davidson Trust Co | 715 | $204.4K | 0.16% | +715 | New |
| Summit Financial Group Inc | 717 | $204.9K | 0.08% | +717 | New |
| Hohimer Wealth Management, LLC | 720 | $205.8K | 0.06% | +720 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 721 | $206.1K | 0.03% | +721 | New |
| Paulson Wealth Management Inc. | 721 | $206.1K | 0.09% | +721 | New |
| Westshore Wealth, LLC | 721 | $206.1K | 0.11% | +721 | New |
| Wealth Management Associates, Inc. | 724 | $206.9K | 0.13% | +724 | New |
| Colorado Capital Management, Inc. | 726 | $207.0K | 0.16% | −186−20.4% | Reduced |
| Campbell Wealth Management | 726 | $207.0K | 0.03% | −27−3.6% | Reduced |
| Family Firm, Inc. | 726 | $207.5K | 0.06% | −367−33.6% | Reduced |
| GW Henssler & Associates Ltd | 726 | $207.5K | 0.01% | +726 | New |
| Boston Standard Wealth Management, LLC | 728 | $208.0K | 0.06% | −351−32.5% | Reduced |
| West Michigan Advisors, LLC | 729 | $208.4K | 0.12% | +729 | New |
| GYL Financial Synergies, LLC | 730 | $208.6K | 0.03% | +730 | New |
| K.J. Harrison & Partners Inc | 731 | $208.9K | 0.04% | +731 | New |
| True Capital Management | 731 | $208.9K | 0.14% | +731 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 743 | $210.0K | 0.06% | +743 | New |
| East Coast Asset Management, LLC. | 737 | $210.6K | 0.09% | +737 | New |
| Reuter James Wealth Management, LLC | 740 | $211.5K | 0.15% | +740 | New |
| Sterling Investment Advisors, Ltd. | 741 | $211.8K | 0.07% | −185−20.0% | Reduced |
| Cozad Asset Management Inc | 742 | $212.1K | 0.03% | −85−10.3% | Reduced |
| Hemenway Trust Co LLC | 743 | $212.4K | 0.02% | −8−1.1% | Reduced |
| Sentinus, LLC | 744 | $212.6K | 0.07% | +744 | New |
| Sandy Cove Advisors, LLC | 744 | $212.6K | 0.15% | +744 | New |
| Garden State Investment Advisory Services LLC | 745 | $212.9K | 0.11% | −32−4.1% | Reduced |
| Monticello Wealth Management, LLC | 798 | $212.9K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 747 | $213.5K | 0.03% | +747 | New |
| Abacus Wealth Partners, LLC | 804 | $213.6K | 0.07% | +804 | New |
| Philadelphia Trust Co | 750 | $214.0K | 0.02% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 750 | $214.4K | 0.08% | 00.0% | Unchanged |
| Tradewinds, LLC. | 753 | $215.2K | 0.13% | +753 | New |
| Versant Capital Management, Inc | 758 | $216.6K | 0.07% | +37+5.1% | Added |
| Searle & Co. | 775 | $217.2K | 0.07% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 762 | $217.8K | 0.15% | −37−4.6% | Reduced |
| Heron Financial Group, LLC | 762 | $217.8K | 0.12% | +762 | New |
| Rothschild Investment Corp | 763 | $218.0K | 0.02% | +10+1.3% | Added |
| Roof Eidam & Maycock | 766 | $218.9K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 766 | $219.0K | 0.05% | −3−0.4% | Reduced |
| Atticus Wealth Management, LLC | 768 | $219.5K | 0.08% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 769 | $219.8K | 0.07% | +769 | New |
| Lyell Wealth Management, LP | 771 | $220.4K | 0.03% | +771 | New |
| First Bank & Trust | 772 | $220.6K | 0.06% | −77−9.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 772 | $221.0K | 0.20% | +8+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 775 | $221.5K | 0.05% | +6+0.8% | Added |
| CFM Wealth Partners LLC | 776 | $221.8K | 0.06% | +776 | New |
| GPS Wealth Strategies Group, LLC | 781 | $223.1K | 0.05% | +781 | New |
| LPWM LLC | 788 | $225.2K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 788 | $225.2K | 0.09% | +788 | New |
| Ethos Financial Group, LLC | 791 | $226.1K | 0.07% | −20−2.5% | Reduced |
| Independent Financial Group, LLC | 794 | $226.8K | 0.02% | +23+3.0% | Added |
| Colony Family Offices, LLC | 795 | $227.2K | 0.09% | 00.0% | Unchanged |
| Thomasville National Bank | 797 | $227.8K | 0.02% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 798 | $228.0K | 0.04% | −74−8.5% | Reduced |
| Northstar Group, Inc. | 799 | $228.4K | 0.06% | 00.0% | Unchanged |
| Monument Capital Management | 799 | $228.4K | 0.08% | −190−19.2% | Reduced |
| VisionPoint Advisory Group, LLC | 858 | $228.7K | 0.10% | −65−7.0% | Reduced |
| Hillsdale Investment Management Inc. | 802 | $229.2K | 0.02% | +80+11.1% | Added |
| Sustainable Insight Capital Management, LLC | 802 | $229.2K | 0.23% | +802 | New |
| Live Oak Private Wealth LLC | 809 | $231.2K | 0.05% | +809 | New |
| Mill Capital Management, LLC | 810 | $231.5K | 0.02% | +810 | New |
| Cora Capital Advisors LLC | 812 | $232.0K | 0.17% | +5+0.6% | Added |
| Northeast Financial Consultants Inc | 813 | $232.4K | 0.01% | −1,323−61.9% | Reduced |
| American Trust Investment Advisors, LLC | 815 | $232.9K | 0.14% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 818 | $234.0K | 0.04% | +818 | New |
| Roman Butler Fullerton & Co | 865 | $234.1K | 0.12% | 00.0% | Unchanged |
| Ted Buchan & Co | 820 | $234.4K | 0.20% | +820 | New |
| Ewa, LLC | 847 | $234.7K | 0.17% | +847 | New |
| Marble Harbor Investment Counsel, LLC | 825 | $235.8K | 0.03% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 828 | $236.7K | 0.03% | −75−8.3% | Reduced |
| Texas Capital Bancshares Inc | 831 | $237.5K | 0.15% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 831 | $237.6K | 0.03% | +8+1.0% | Added |
| Red Door Wealth Management, LLC | 832 | $237.8K | 0.07% | +832 | New |
| WestHill Financial Advisors, Inc. | 837 | $239.2K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 839 | $239.8K | 0.05% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 839 | $239.8K | 0.12% | +87+11.6% | Added |
| Arcus Capital Partners, LLC | 841 | $240.4K | 0.08% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 843 | $240.9K | 0.14% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 844 | $241.2K | 0.19% | −68−7.5% | Reduced |
| Plancorp, LLC | 845 | $241.4K | 0.01% | +845 | New |
| Laurion Capital Management LP | 847 | $242.1K | 0.01% | −78,916−98.9% | Reduced |
| TCWP LLC | 847 | $242.1K | 0.05% | −10−1.2% | Reduced |
| PCA Investment Advisory Services Inc. | 847 | $242.1K | 0.17% | +847 | New |
