| Foresight Capital Management Advisors, Inc. | 654 | $2.13M | 2.38% | −21−3.1% | Reduced |
| New World Advisors LLC | 721 | $2.14M | 1.12% | −96−11.8% | Reduced |
| Corrado Advisors, LLC | 656 | $2.14M | 1.31% | −10−1.5% | Reduced |
| Cabot Wealth Management Inc | 656 | $2.14M | 0.29% | −4−0.6% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 657 | $2.14M | 0.02% | −3−0.5% | Reduced |
| Redwood Investment Management, LLC | 659 | $2.15M | 0.32% | −845−56.2% | Reduced |
| Cascade Investment Advisors, Inc. | 660 | $2.15M | 1.31% | +38+6.1% | Added |
| Biltmore Family Office, LLC | 660 | $2.15M | 0.46% | −15−2.2% | Reduced |
| Matrix Private Capital Group LLC | 661 | $2.15M | 1.05% | +27+4.3% | Added |
| Warren Averett Asset Management, LLC | 661 | $2.15M | 0.18% | +15+2.3% | Added |
| ERn Financial, LLC | 662 | $2.16M | 0.48% | +187+39.4% | Added |
| Allred Capital Management, LLC | 664 | $2.16M | 1.14% | −107−13.9% | Reduced |
| Concentric Wealth Management, LLC | 665 | $2.17M | 0.63% | +6+0.9% | Added |
| HHM Wealth Advisors, LLC | 665 | $2.17M | 0.51% | +8+1.2% | Added |
| Investment Advisory Services Inc | 665 | $2.17M | 1.21% | +17+2.6% | Added |
| Cubic Asset Management, LLC | 666 | $2.17M | 0.51% | +68+11.4% | Added |
| Paragon Private Wealth Management, LLC | 17,427 | $2.17M | 2.12% | +16,554+1,896.2% | Added |
| Ahl Investment Management, Inc. | 669 | $2.18M | 2.00% | +550+462.2% | Added |
| Collective Family Office LLC | 672 | $2.19M | 0.84% | −69−9.3% | Reduced |
| Indiana Trust & Investment Management CO | 674 | $2.20M | 1.06% | +173+34.5% | Added |
| Chilton Investment Co LLC | 675 | $2.20M | 0.05% | +221+48.7% | Added |
| Palisades Hudson Asset Management, L.P. | 675 | $2.20M | 1.03% | +2+0.3% | Added |
| Crestone Asset Management LLC | 677 | $2.21M | 0.46% | −101−13.0% | Reduced |
| NTB Financial Corp | 678 | $2.21M | 1.58% | +145+27.2% | Added |
| Compass Ion Advisors, LLC | 679 | $2.21M | 0.69% | −17−2.4% | Reduced |
| Hall Laurie J Trustee | 679 | $2.21M | 0.85% | −10−1.5% | Reduced |
| BTG Pactual Global Asset Management Ltd | 679 | $2.21M | 2.18% | +679 | New |
| Addison Capital Co | 680 | $2.22M | 1.05% | −44−6.1% | Reduced |
| Arvest Trust Co N A | 680 | $2.22M | 0.12% | +45+7.1% | Added |
| Cutler Investment Counsel LLC | 680 | $2.22M | 0.31% | +601+760.8% | Added |
| Greenspring Advisors, LLC | 681 | $2.22M | 0.59% | −243−26.3% | Reduced |
| Holistic Financial Partners | 682 | $2.22M | 1.41% | +74+12.2% | Added |
| Safeguard Investment Advisory Group, LLC | 683 | $2.23M | 1.52% | +115+20.2% | Added |
| Conrad Siegel Investment Advisors, Inc. | 685 | $2.23M | 2.03% | 00.0% | Unchanged |
| Advisory Research Inc | 686 | $2.24M | 0.18% | −269−28.2% | Reduced |
| White Lighthouse Investment Management Inc. | 686 | $2.24M | 0.57% | −21−3.0% | Reduced |
| Northstar Asset Management Inc | 687 | $2.24M | 0.61% | +5+0.7% | Added |
| Beirne Wealth Consulting Services, LLC | 689 | $2.25M | 1.25% | −1−0.1% | Reduced |
| Hemington Wealth Management | 689 | $2.25M | 0.75% | +57+9.0% | Added |
| Pluribus Labs, LLC | 696 | $2.27M | 9.02% | +17+2.5% | Added |
| Kozak & Associates, Inc. | 774 | $2.27M | 1.45% | 00.0% | Unchanged |
| Nvest Financial, LLC | 698 | $2.27M | 1.87% | +698 | New |
| Capital Financial Planning, LLC | 700 | $2.28M | 0.80% | −16−2.2% | Reduced |
| Hanson & Doremus Investment Management | 700 | $2.28M | 0.49% | +95+15.7% | Added |
| Horizon Wealth Management, LLC | 700 | $2.28M | 0.71% | +96+15.9% | Added |
| Dearborn Partners LLC | 703 | $2.29M | 0.09% | +97+16.0% | Added |
| Aurora Private Wealth, Inc. | 704 | $2.29M | 0.94% | −74−9.5% | Reduced |
| Cladis Investment Advisory, LLC | 704 | $2.30M | 1.86% | +12+1.7% | Added |
| Onyx Bridge Wealth Group LLC | 831 | $2.30M | 0.87% | +53+6.8% | Added |
| First Business Financial Services, Inc. | 705 | $2.30M | 0.25% | −10−1.4% | Reduced |
| First National Corp | 707 | $2.30M | 0.49% | −257−26.7% | Reduced |
| Harfst & Associates, Inc. | 708 | $2.31M | 0.54% | +117+19.8% | Added |
| MSH Capital Advisors LLC | 708 | $2.31M | 0.95% | +197+38.6% | Added |
| Shearwater Capital LLC | 709 | $2.31M | 2.18% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 709 | $2.31M | 0.37% | +29+4.3% | Added |
| LSP Investment Advisors, LLC | 710 | $2.31M | 0.70% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 710 | $2.31M | 0.78% | +2+0.3% | Added |
| Hallmark Capital Management Inc | 710 | $2.31M | 0.19% | +23+3.3% | Added |
| Bullseye Investment Management, LLC | 711 | $2.32M | 1.97% | −126−15.1% | Reduced |
| Storm King Capital Partners, LLC | 713 | $2.32M | 19.77% | +713 | New |
| Trust Co of Oklahoma | 714 | $2.33M | 0.89% | +97+15.7% | Added |
| Allegheny Financial Group LTD | 717 | $2.34M | 0.99% | +301+72.4% | Added |
| Vise Technologies, Inc. | 718 | $2.34M | 0.88% | +83+13.1% | Added |
| Legal Advantage Investments, Inc. | 720 | $2.35M | 1.76% | +50+7.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 721 | $2.35M | 1.32% | +12+1.7% | Added |
| Spreng Capital Management, Inc. | 722 | $2.35M | 1.45% | +66+10.1% | Added |
| Weaver Consulting Group | 722 | $2.35M | 1.14% | +118+19.5% | Added |
| Aspire Capital Advisors LLC | 722 | $2.35M | 2.24% | +155+27.3% | Added |
| Brown Miller Wealth Management, LLC | 723 | $2.36M | 1.36% | +52+7.7% | Added |
| McAdam, LLC | 723 | $2.36M | 0.22% | +85+13.3% | Added |
| Aft, Forsyth & Sober, LLC | 725 | $2.36M | 0.93% | 00.0% | Unchanged |
| PSI Advisors, LLC | 726 | $2.37M | 0.97% | +23+3.3% | Added |
| Fusion Capital, LLC | 727 | $2.37M | 1.24% | +14+2.0% | Added |
| Mystic Asset Management, Inc. | 730 | $2.38M | 1.28% | +33+4.7% | Added |
| Eagle Strategies LLC | 730 | $2.38M | 0.93% | −31−4.1% | Reduced |
| Blume Capital Management, Inc. | 732 | $2.39M | 0.79% | +7+1.0% | Added |
| Greenwich Wealth Management LLC | 733 | $2.39M | 0.24% | −61−7.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 733 | $2.39M | 1.46% | +9+1.2% | Added |
| Manhattan West Asset Management, LLC | 734 | $2.39M | 1.29% | +341+86.8% | Added |
| Oxford Financial Group Ltd | 735 | $2.40M | 0.30% | −254−25.7% | Reduced |
| Alta Wealth Advisors LLC | 735 | $2.40M | 1.42% | −22−2.9% | Reduced |
| Column Capital Advisors, LLC | 736 | $2.40M | 0.44% | +67+10.0% | Added |
| Thompson Siegel & Walmsley LLC | 736 | $2.40M | 0.03% | +76+11.5% | Added |
| Drive Wealth Management, LLC | 736 | $2.40M | 2.02% | +172+30.5% | Added |
| Sugarloaf Wealth Management, LLC | 731 | $2.40M | 0.57% | +74+11.3% | Added |
| Summit Place Financial Advisors, LLC | 738 | $2.41M | 1.61% | +50+7.3% | Added |
| LGL Partners, LLC | 739 | $2.41M | 0.32% | −619−45.6% | Reduced |
| Scissortail Wealth Management, LLC | 16,997 | $2.42M | 1.19% | +16,369+2,606.5% | Added |
| First Commonwealth Financial Corp | 742 | $2.42M | 0.78% | +29+4.1% | Added |
| Howard Financial Services, Ltd. | 744 | $2.42M | 0.72% | +8+1.1% | Added |
| Keystone Wealth Services, LLC | 744 | $2.42M | 0.96% | +104+16.3% | Added |
| Southeast Asset Advisors Inc. | 744 | $2.42M | 0.32% | +232+45.3% | Added |
| Gilman Hill Asset Management, LLC | 745 | $2.43M | 0.55% | −4−0.5% | Reduced |
| First City Capital Management, Inc. | 749 | $2.44M | 1.35% | +22+3.0% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 750 | $2.44M | 2.40% | −1,760−70.1% | Reduced |
| U S Global Investors Inc | 750 | $2.44M | 0.08% | +60+8.7% | Added |
| Morton Capital Management LLC | 753 | $2.45M | 1.01% | −14−1.8% | Reduced |
| Glovista Investments LLC | 753 | $2.46M | 0.73% | +8+1.1% | Added |
| Lantz Financial LLC | 754 | $2.46M | 1.00% | +23+3.1% | Added |
| Benedetti & Gucer, Inc. | 756 | $2.46M | 1.65% | +22+3.0% | Added |
