| Madison Asset Management, LLC | 691 | $2.38M | 0.03% | −2,374−77.5% | Reduced |
| Hamilton Capital, LLC | 691 | $2.38M | 0.23% | −20−2.8% | Reduced |
| Myriad Asset Management Ltd. | 692 | $2.38M | 0.18% | −7,071−91.1% | Reduced |
| Chesapeake Wealth Management | 693 | $2.38M | 0.77% | +188+37.2% | Added |
| Duality Advisers, LP | 695 | $2.39M | 0.21% | −254−26.8% | Reduced |
| Legal Advantage Investments, Inc. | 695 | $2.39M | 1.64% | −20−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 695 | $2.39M | 1.55% | +6+0.9% | Added |
| Austin Private Wealth, LLC | 695 | $2.39M | 0.55% | +15+2.2% | Added |
| Castleview Partners, LLC | 697 | $2.40M | 1.05% | +697 | New |
| Abundance Wealth Counselors | 699 | $2.40M | 0.62% | +321+84.9% | Added |
| Rosenbaum Jay D. | 700 | $2.41M | 3.99% | 00.0% | Unchanged |
| Moab Capital Partners LLC | 700 | $2.41M | 5.66% | +119+20.5% | Added |
| Northstar Asset Management Inc | 700 | $2.41M | 0.64% | +60+9.4% | Added |
| Resonant Capital Advisors, LLC | 701 | $2.41M | 0.47% | +17+2.5% | Added |
| Clear Harbor Asset Management, LLC | 703 | $2.42M | 0.30% | −1−0.1% | Reduced |
| Hall Laurie J Trustee | 704 | $2.42M | 0.91% | −26−3.6% | Reduced |
| Benedetti & Gucer, Inc. | 704 | $2.42M | 2.18% | +18+2.6% | Added |
| Concentric Wealth Management, LLC | 705 | $2.42M | 0.74% | +32+4.8% | Added |
| Accurate Wealth Management, LLC | 711 | $2.45M | 2.15% | +711 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 711 | $2.45M | 0.90% | −2−0.3% | Reduced |
| Clarus Group, Inc. | 658 | $2.45M | 1.83% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 712 | $2.45M | 1.11% | +107+17.7% | Added |
| Tobias Financial Advisors, Inc. | 713 | $2.45M | 0.97% | +12+1.7% | Added |
| Latitude Advisors, LLC | 715 | $2.46M | 1.82% | +3+0.4% | Added |
| Norway Savings Bank | 715 | $2.46M | 1.20% | +34+5.0% | Added |
| First Commonwealth Financial Corp | 715 | $2.46M | 0.86% | +38+5.6% | Added |
| 4J Wealth Management LLC | 716 | $2.46M | 2.15% | +17+2.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 716 | $2.46M | 1.37% | +118+19.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 716 | $2.46M | 1.83% | +716 | New |
| Plancorp, LLC | 717 | $2.47M | 0.19% | −6−0.8% | Reduced |
| Knighthead Capital Management, LLC | 720 | $2.48M | 1.05% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 721 | $2.48M | 1.02% | +11+1.5% | Added |
| Dimension Capital Management LLC | 721 | $2.48M | 0.54% | +37+5.4% | Added |
| LCM Capital Management Inc | 723 | $2.49M | 2.07% | −32−4.2% | Reduced |
| Howard Financial Services, Ltd. | 724 | $2.49M | 0.98% | −62−7.9% | Reduced |
| Ballast Advisors LLC | 724 | $2.49M | 1.05% | +11+1.5% | Added |
| WSFS Capital Management, LLC | 724 | $2.49M | 1.13% | +46+6.8% | Added |
| Blume Capital Management, Inc. | 725 | $2.49M | 0.91% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 725 | $2.49M | 0.72% | +204+39.2% | Added |
| Mountain Capital Investment Advisors, Inc | 669 | $2.50M | 1.15% | −8−1.2% | Reduced |
| Strategy Asset Managers LLC | 725 | $2.50M | 0.53% | +13+1.8% | Added |
| Capital Financial Planning, LLC | 727 | $2.50M | 0.98% | −3−0.4% | Reduced |
| Riverview Trust Co | 731 | $2.52M | 2.66% | 00.0% | Unchanged |
| Criteria Caixa, S.A.U. | 732 | $2.52M | 0.37% | +732 | New |
| Silicon Hills Wealth Management, LLC | 735 | $2.53M | 1.96% | +16+2.2% | Added |
| Hoover Financial Advisors, Inc. | 736 | $2.53M | 0.45% | +105+16.6% | Added |
| Allred Capital Management, LLC | 738 | $2.54M | 1.26% | +12+1.7% | Added |
| Brasada Capital Management, LP | 738 | $2.54M | 0.50% | +12+1.7% | Added |
| Cito Capital Group, LLC | 738 | $2.54M | 1.14% | +100+15.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 739 | $2.54M | 0.92% | −110−13.0% | Reduced |
| Trivest Advisors Ltd | 740 | $2.55M | 0.26% | +120+19.4% | Added |
| Wealth Management Partners, LLC | 741 | $2.55M | 1.78% | +19+2.6% | Added |
| Alta Wealth Advisors LLC | 743 | $2.56M | 1.87% | −4−0.5% | Reduced |
| Meridian Financial Partners LLC | 716 | $2.56M | 1.75% | +9+1.3% | Added |
| Addison Capital Co | 745 | $2.56M | 1.25% | +6+0.8% | Added |
| Collective Family Office LLC | 746 | $2.57M | 1.10% | −66−8.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 746 | $2.57M | 1.41% | −1−0.1% | Reduced |
| Bernardo Wealth Planning LLC | 750 | $2.58M | 1.55% | −11−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 750 | $2.58M | 1.79% | +7+0.9% | Added |
| AXS Investments LLC | 750 | $2.58M | 0.79% | +105+16.3% | Added |
| Legacy Financial Advisors, Inc. | 754 | $2.59M | 0.66% | +43+6.0% | Added |
| Ashford Capital Management Inc | 755 | $2.60M | 0.23% | −69−8.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 756 | $2.60M | 0.90% | 00.0% | Unchanged |
| Delta Asset Management LLC | 756 | $2.60M | 0.25% | +24+3.3% | Added |
| Colonial River Wealth Management, LLC | 757 | $2.60M | 1.86% | +4+0.5% | Added |
| LaFleur & Godfrey LLC | 757 | $2.60M | 0.37% | +464+158.4% | Added |
| Pensionmark Financial Group, LLC | 758 | $2.61M | 0.60% | −35−4.4% | Reduced |
| Elm Advisors, LLC | 760 | $2.62M | 1.53% | 00.0% | Unchanged |
| Private Capital Group, LLC | 763 | $2.63M | 0.60% | −9−1.2% | Reduced |
| Capital Insight Partners, LLC | 771 | $2.65M | 0.60% | +130+20.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 773 | $2.66M | 0.33% | −79−9.3% | Reduced |
| HBW Advisory Services LLC | 773 | $2.66M | 0.70% | −85−9.9% | Reduced |
| Veracity Capital LLC | 776 | $2.67M | 0.62% | −35−4.3% | Reduced |
| Armstrong Henry H Associates Inc | 777 | $2.67M | 0.31% | +11+1.4% | Added |
| Capital One Financial Corp | 777 | $2.67M | 0.32% | +108+16.1% | Added |
| Summit Asset Management, LLC | 778 | $2.68M | 0.84% | +10+1.3% | Added |
| XML Financial, LLC | 780 | $2.68M | 0.59% | +46+6.3% | Added |
| Financial Sense Advisors, Inc. | 780 | $2.68M | 0.85% | +181+30.2% | Added |
| Modera Wealth Management, LLC | 781 | $2.69M | 0.14% | +4+0.5% | Added |
| Gilbert & Cook, Inc. | 781 | $2.69M | 0.48% | +10+1.3% | Added |
| Vista Wealth Management Group, LLC | 781 | $2.69M | 0.62% | +76+10.8% | Added |
| Signature Wealth Management Partners, LLC | 782 | $2.69M | 2.44% | +17+2.2% | Added |
| Bradley Mark J. | 784 | $2.70M | 1.80% | −7−0.9% | Reduced |
| Great Diamond Partners, LLC | 784 | $2.70M | 0.76% | +50+6.8% | Added |
| Americana Partners, LLC | 828 | $2.70M | 1.37% | +257+45.0% | Added |
| Resources Management Corp | 785 | $2.70M | 0.38% | +19+2.5% | Added |
| New Jersey Better Educational Savings Trust | 786 | $2.70M | 5.40% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 788 | $2.71M | 0.53% | +15+1.9% | Added |
| Baxter Bros Inc | 789 | $2.71M | 0.43% | +16+2.1% | Added |
| Okabena Investment Services Inc | 789 | $2.71M | 1.28% | +789 | New |
| GYL Financial Synergies, LLC | 790 | $2.72M | 1.40% | −9−1.1% | Reduced |
| Magellan Asset Management Ltd | 790 | $2.72M | 0.01% | +97+14.0% | Added |
| HWG Holdings LP | 791 | $2.72M | 1.39% | −268−25.3% | Reduced |
| Emerald Advisors, LLC | 791 | $2.72M | 0.85% | +12+1.5% | Added |
| Oxford Financial Group Ltd | 791 | $2.72M | 0.37% | +14+1.8% | Added |
| Front Row Advisors LLC | 858 | $2.73M | 1.12% | +7+0.8% | Added |
| Spirit of America Management Corp | 795 | $2.73M | 0.58% | 00.0% | Unchanged |
| Friess Associates LLC | 796 | $2.74M | 1.03% | +517+185.3% | Added |
| Acropolis Investment Management, LLC | 797 | $2.74M | 0.27% | +9+1.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 800 | $2.75M | 1.19% | 00.0% | Unchanged |
