| Promus Capital, LLC | 27 | $134.5K | 0.10% | +27 | New |
| Hallmark Capital Management Inc | 28 | $139.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 28 | $139.1K | 0.04% | +1+3.7% | Added |
| North Star Investment Management Corp. | 29 | $144.7K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 30 | $149.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $158.0K | 0.10% | +2+6.9% | Added |
| Cito Capital Group, LLC | 33 | $164.0K | 0.06% | −15−31.3% | Reduced |
| Banque de Luxembourg S.A. | 33 | $164.6K | 0.09% | +33 | New |
| Golden State Wealth Management, LLC | 34 | $170.2K | 0.03% | +34 | New |
| Orion Capital Management LLC | 35 | $173.9K | 0.08% | +35 | New |
| Key Financial Inc | 36 | $178.9K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 37 | $183.8K | 0.12% | −14−27.5% | Reduced |
| Concord Wealth Partners | 37 | $183.8K | 0.03% | −2−5.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 37 | $183.8K | 0.17% | +37 | New |
| LFA - Lugano Financial Advisors SA | 38 | $188.8K | 0.12% | +6+18.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 38 | $188.8K | 0.06% | +9+31.0% | Added |
| Carolina Wealth Advisors, LLC | 39 | $193.8K | 0.10% | +26+200.0% | Added |
| Security National Bank | 40 | $198.7K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40 | $199.0K | 0.11% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 40 | $202.1K | 0.09% | +40 | New |
| First Commonwealth Financial Corp | 41 | $203.7K | 0.05% | +41 | New |
| Moody Lynn & Lieberson, LLC | 41 | $203.7K | 0.01% | +41 | New |
| United Advisor Group, LLC | 41 | $203.7K | 0.04% | +41 | New |
| 5T Wealth, LLC | 41 | $203.7K | 0.11% | +41 | New |
| Evermay Wealth Management LLC | 41 | $203.7K | 0.03% | −3−6.8% | Reduced |
| Cambridge Financial Group, LLC | 41 | $203.7K | 0.09% | +41 | New |
| Grimes & Company, Inc. | 42 | $207.8K | 0.01% | −15−26.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 42 | $208.7K | 0.00% | +42 | New |
| Saturna Capital CORP | 42 | $208.7K | 0.00% | +42 | New |
| Revolve Wealth Partners, LLC | 42 | $208.7K | 0.03% | +42 | New |
| Red Wave Investments LLC | 42 | $208.7K | 0.07% | +42 | New |
| Brueske Advisory Services, LLC | 42 | $208.7K | 0.19% | +42 | New |
| GEM Asset Management, LLC | 42 | $208.7K | 0.12% | +42 | New |
| TFB Advisors LLC | 42 | $208.7K | 0.06% | +42 | New |
| Morris Retirement Advisors, LLC | 43 | $212.2K | 0.11% | −15−25.9% | Reduced |
| Dakota Community Bank & Trust NA | 43 | $213.6K | 1.02% | +5+13.2% | Added |
| Beck Mack & Oliver LLC | 43 | $213.6K | 0.00% | +43 | New |
| DHK Financial Advisors, Inc. | 43 | $213.6K | 0.13% | +43 | New |
| Saxony Capital Management, LLC | 43 | $213.8K | 0.19% | +43 | New |
| Smith Anglin Financial, LLC | 43 | $214.2K | 0.02% | +43 | New |
| Abel Hall, LLC | 43 | $214.5K | 0.14% | +43 | New |
| JTC Employer Solutions Trusteee Ltd | 43 | $215.0K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 43 | $215.1K | 0.10% | +43 | New |
| Essex Savings Bank | 44 | $218.6K | 0.05% | +44 | New |
| Sound Income Strategies, LLC | 44 | $218.6K | 0.01% | −41−48.2% | Reduced |
| Texas Yale Capital Corp. | 44 | $218.6K | 0.01% | +44 | New |
| Pointe Capital Management LLC | 44 | $218.6K | 0.13% | +44 | New |
| Stokes Family Office, LLC | 44 | $218.6K | 0.02% | +44 | New |
| Nautilus Advisors LLC | 44 | $218.6K | 0.17% | +44 | New |
| NorthStar Asset Management LLC | 44 | $218.8K | 0.14% | +44 | New |
| Univest Financial Corp | 44 | $219.2K | 0.01% | +44 | New |
| Fountainhead AM, LLC | 44 | $219.7K | 0.04% | +44 | New |
| Angeles Investment Advisors, LLC | 45 | $223.6K | 0.01% | −4−8.2% | Reduced |
| Graham Capital Management, L.P. | 45 | $223.6K | 0.01% | +45 | New |
| Whalerock Point Partners, LLC | 45 | $223.6K | 0.05% | +45 | New |
| Quilter Plc | 45 | $223.6K | 0.00% | +45 | New |
| Consilio Wealth Advisors, LLC | 45 | $223.6K | 0.09% | +45 | New |
| Mainsail Asset Management, LLC | 45 | $223.6K | 0.16% | +45 | New |
| BFI Infinity Ltd. | 45 | $223.6K | 0.24% | +45 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 45 | $223.6K | 0.24% | +45 | New |
| Quantum Financial Planning Services, Inc. | 45 | $225.5K | 0.13% | +45 | New |
| GSG Advisors LLC | 46 | $228.5K | 0.07% | −3−6.1% | Reduced |
| Rothschild Investment LLC | 46 | $228.5K | 0.01% | +1+2.2% | Added |
| Burt Wealth Advisors | 46 | $228.5K | 0.06% | +46 | New |
| AlphaCore Capital LLC | 46 | $228.5K | 0.05% | +46 | New |
| Journey Strategic Wealth LLC | 46 | $228.5K | 0.01% | +46 | New |
| Guerra Pan Advisors, LLC | 46 | $228.5K | 0.17% | +46 | New |
| May Barnhard Investments LLC | 46 | $228.5K | 0.11% | +46 | New |
| Sugarloaf Wealth Management, LLC | 46 | $228.6K | 0.04% | +3+7.0% | Added |
| Second Line Capital, LLC | 46 | $228.6K | 0.06% | +46 | New |
| Tobam | 46 | $229.0K | 0.07% | −16−25.8% | Reduced |
| Private Client Services, LLC | 46 | $229.6K | 0.12% | +46 | New |
| Acorn Financial Advisory Services Inc | 46 | $230.7K | 0.04% | −10−17.9% | Reduced |
| Winthrop Advisory Group LLC | 47 | $233.5K | 0.03% | +47 | New |
| Cardiff Park Advisors, LLC | 47 | $233.5K | 0.02% | +47 | New |
| Bestgate Wealth Advisors, LLC | 47 | $233.5K | 0.47% | +47 | New |
| Cassaday & Co Wealth Management LLC | 47 | $233.6K | 0.01% | +47 | New |
| Lion Street Advisors, LLC | 48 | $238.5K | 0.08% | −1−2.0% | Reduced |
| Wallace Capital Management Inc. | 48 | $238.5K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 48 | $238.5K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 48 | $238.5K | 0.04% | +48 | New |
| WMS Partners, LLC | 48 | $238.5K | 0.01% | +48 | New |
| M.E. Allison & Co., Inc. | 48 | $238.5K | 0.26% | +48 | New |
| GPS Wealth Strategies Group, LLC | 48 | $238.6K | 0.03% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 48 | $239.6K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 48 | $240.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $243.0K | 0.06% | +3+6.5% | Added |
| Renasant Bank | 49 | $243.5K | 0.16% | −5−9.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 49 | $243.5K | 0.05% | −1−2.0% | Reduced |
| Fielder Capital Group LLC | 49 | $243.5K | 0.08% | −1−2.0% | Reduced |
| Mengis Capital Management, Inc. | 49 | $243.5K | 0.05% | 00.0% | Unchanged |
| Napatree Capital LLC | 49 | $243.5K | 0.14% | +1+2.1% | Added |
| Harbour Investments, Inc. | 49 | $243.5K | 0.01% | +3+6.5% | Added |
| Capital Performance Advisors LLP | 49 | $245.7K | 0.08% | +14+40.0% | Added |
| Pacific Point Advisors, LLC | 53 | $248.0K | 0.15% | +53 | New |
| BLB&B Advisors, LLC | 50 | $248.4K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $248.4K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $248.4K | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 50 | $248.4K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $248.4K | 0.03% | +1+2.0% | Added |
