| Private Capital Group, LLC | 458 | $140.0K | 0.03% | −79−14.7% | Reduced |
| Howe & Rusling Inc | 459 | $140.0K | 0.02% | −12−2.5% | Reduced |
| Fieldpoint Private Securities, LLC | 464 | $141.0K | 0.03% | −19−3.9% | Reduced |
| Ellis Investment Partners, LLC | 472 | $143.0K | 0.03% | +35+8.0% | Added |
| CoreCap Advisors, LLC | 469 | $143.0K | 0.01% | +469 | New |
| Vectors Research Management, LLC | 489 | $149.0K | 0.03% | +3+0.6% | Added |
| Rosenberg Matthew Hamilton | 490 | $149.0K | 0.05% | +109+28.6% | Added |
| CVA Family Office, LLC | 495 | $151.0K | 0.04% | +140+39.4% | Added |
| SG3 Management, LLC | 500 | $152.0K | 0.02% | +500 | New |
| Newfound Research LLC | 516 | $157.0K | 0.19% | +170+49.1% | Added |
| Leelyn Smith, LLC | 527 | $160.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 536 | $163.0K | 0.01% | +16+3.1% | Added |
| Versant Capital Management, Inc | 551 | $168.0K | 0.05% | −4−0.7% | Reduced |
| Paragon Capital Management Ltd | 552 | $168.0K | 0.03% | +552 | New |
| Deseret Mutual Benefit Administrators | 555 | $169.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 571 | $174.0K | 0.00% | +49+9.4% | Added |
| Aua Capital Management, LLC | 574 | $175.0K | 0.10% | +3+0.5% | Added |
| M&R Capital Management Inc | 589 | $179.0K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 600 | $183.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 606 | $184.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 610 | $186.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 645 | $196.0K | 0.05% | −175−21.3% | Reduced |
| American Research & Management Co. | 650 | $198.0K | 0.04% | −300−31.6% | Reduced |
| Blueshift Asset Management, LLC | 658 | $200.0K | 0.02% | −529−44.6% | Reduced |
| Mark Stevens | 664 | $202.0K | 0.02% | +664 | New |
| Klingman & Associates, LLC | 663 | $202.0K | 0.02% | +663 | New |
| Autumn Glory Partners, LLC | 669 | $204.0K | 0.09% | +669 | New |
| Tobam | 675 | $205.0K | 0.01% | +212+45.8% | Added |
| Linscomb & Williams, Inc. | 674 | $205.0K | 0.01% | +674 | New |
| Proequities, Inc. | 673 | $206.0K | 0.01% | −498−42.5% | Reduced |
| Adirondack Trust Co | 678 | $206.0K | 0.10% | −190−21.9% | Reduced |
| Investment Management of Virginia LLC | 675 | $206.0K | 0.03% | +675 | New |
| Exencial Wealth Advisors, LLC | 678 | $206.0K | 0.01% | +678 | New |
| FIDELIS iM, LLC | 678 | $206.0K | 0.12% | +678 | New |
| Shelton Wealth Management, LLC | 678 | $206.0K | 0.16% | +678 | New |
| Royal Capital Wealth Management, LLC | 679 | $207.0K | 0.20% | +679 | New |
| Geller Advisors LLC | 684 | $209.0K | 0.04% | +684 | New |
| Institute for Wealth Management, LLC. | 688 | $209.0K | 0.03% | +688 | New |
| Piscataqua Savings Bank | 688 | $210.0K | 0.17% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 693 | $211.0K | 0.01% | +310+80.9% | Added |
| Prelude Capital Management, LLC | 695 | $211.0K | 0.01% | +695 | New |
| Almanack Investment Partners, LLC. | 694 | $212.0K | 0.02% | +694 | New |
| Integrated Investment Consultants, LLC | 704 | $214.0K | 0.06% | −531−43.0% | Reduced |
| Proficio Capital Partners LLC | 704 | $214.0K | 0.03% | +704 | New |
| Claro Advisors LLC | 702 | $214.0K | 0.08% | +702 | New |
| Cedar Brook Financial Partners, LLC | 702 | $214.0K | 0.05% | +702 | New |
| Itau Unibanco Holding S.A. | 706 | $215.0K | 0.01% | +302+74.8% | Added |
| Riverwater Partners LLC | 710 | $216.0K | 0.19% | +710 | New |
| Summit Financial, LLC | 707 | $216.2K | 0.02% | +707 | New |
| Pointe Capital Management LLC | 722 | $220.0K | 0.14% | +722 | New |
| Measured Wealth Private Client Group, LLC | 724 | $220.0K | 0.08% | +724 | New |
| Alpha Paradigm Partners, LLC | 727 | $221.0K | 0.09% | −1,444−66.5% | Reduced |
| Monticello Wealth Management, LLC | 727 | $221.0K | 0.02% | +727 | New |
| Hanson & Doremus Investment Management | 728 | $222.0K | 0.05% | +13+1.8% | Added |
| Peoples Bank | 733 | $223.0K | 0.11% | +733 | New |
| Punch & Associates Investment Management, Inc. | 737 | $224.0K | 0.01% | −320−30.3% | Reduced |
| Investors Financial Group, LLC | 737 | $224.0K | 0.10% | +737 | New |
| Cornercap Investment Counsel Inc | 740 | $225.0K | 0.03% | −100−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 739 | $225.0K | 0.06% | +739 | New |
| Cooper/Haims Advisors, LLC | 747 | $227.0K | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 741 | $227.0K | 0.01% | +741 | New |
| Pinnacle Wealth Planning Services, Inc. | 749 | $228.0K | 0.05% | −598−44.4% | Reduced |
| Woodmont Investment Counsel LLC | 750 | $228.0K | 0.03% | +750 | New |
| Fiera Capital Corp | 750 | $228.0K | 0.00% | +750 | New |
| LGT Fund Management Co Ltd. | 750 | $228.0K | 0.07% | +750 | New |
| JBJ Investment Partners, LLC | 753 | $229.0K | 0.05% | +753 | New |
| Frontier Wealth Management LLC | 758 | $231.0K | 0.02% | +758 | New |
| Armbruster Capital Management, Inc. | 770 | $234.0K | 0.05% | −30−3.8% | Reduced |
| Stock Yards Bank & Trust Co | 771 | $235.0K | 0.01% | +771 | New |
| Red Cedar Investment Management, LLC | 774 | $235.0K | 0.03% | +774 | New |
| Country Club Trust Company, n.a. | 777 | $236.0K | 0.02% | −87−10.1% | Reduced |
| Steel Peak Wealth Management LLC | 777 | $236.0K | 0.01% | +777 | New |
| Sage Mountain Advisors LLC | 782 | $238.0K | 0.03% | −103−11.6% | Reduced |
| Orion Portfolio Solutions, LLC | 787 | $239.0K | 0.01% | −601−43.3% | Reduced |
| EPG Wealth Management LLC | 784 | $239.0K | 0.08% | +1+0.1% | Added |
| Tower Wealth Partners, Inc. | 800 | $243.0K | 0.25% | −33−4.0% | Reduced |
| Cadinha & Co LLC | 800 | $243.0K | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 800 | $243.0K | 0.26% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 800 | $243.0K | 0.06% | +800 | New |
| Tandem Investment Advisors, Inc. | 798 | $243.0K | 0.02% | +798 | New |
| Beirne Wealth Consulting Services, LLC | 800 | $245.0K | 0.13% | 00.0% | Unchanged |
| TFG Advisers LLC | 813 | $247.0K | 0.11% | +813 | New |
| SNS Financial Group, LLC | 813 | $248.0K | 0.03% | −49−5.7% | Reduced |
| San Luis Wealth Advisors LLC | 825 | $251.0K | 0.26% | −54−6.1% | Reduced |
| Klingenstein Fields & Co LP | 826 | $251.0K | 0.01% | −14−1.7% | Reduced |
| Boltwood Capital Management | 825 | $251.0K | 0.09% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 824 | $251.0K | 0.13% | +824 | New |
| Chicago Trust Co NA | 828 | $252.0K | 0.05% | +828 | New |
| LexAurum Advisors, LLC | 834 | $254.0K | 0.08% | −114−12.0% | Reduced |
| Carson Advisory Inc. | 839 | $255.0K | 0.26% | +839 | New |
| Coastal Investment Advisors, Inc. | 842 | $256.0K | 0.06% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 840 | $256.0K | 0.17% | +840 | New |
| Wealth Management Solutions, LLC | 844 | $257.0K | 0.13% | +844 | New |
| Harbour Investments, Inc. | 848 | $258.0K | 0.02% | −1,275−60.1% | Reduced |
| Capital Advisors, Ltd. LLC | 848 | $258.0K | 0.04% | +2+0.2% | Added |
| Veracity Capital LLC | 851 | $259.0K | 0.10% | −38−4.3% | Reduced |
| One + One Wealth Management, LLC | 850 | $259.0K | 0.18% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 852 | $259.0K | 0.32% | +27+3.3% | Added |
| Fulton Breakefield Broenniman LLC | 852 | $259.0K | 0.02% | +852 | New |
| Fosun International Ltd | 850 | $259.0K | 0.01% | +850 | New |
