| Chilton Capital Management LLC | 167 | $85.1K | 0.00% | −30−15.2% | Reduced |
| Farmers & Merchants Investments Inc | 171 | $87.1K | 0.00% | +21+14.0% | Added |
| Global Trust Asset Management, LLC | 173 | $88.0K | 0.05% | −66−27.6% | Reduced |
| NewSquare Capital LLC | 174 | $88.6K | 0.01% | +63+56.8% | Added |
| Strategic Investment Solutions, Inc. | 177 | $90.1K | 0.03% | +13+7.9% | Added |
| Hantz Financial Services, Inc. | 188 | $96.0K | 0.00% | −8−4.1% | Reduced |
| Compass Financial Services Inc | 192 | $97.8K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 192 | $97.8K | 0.04% | +49+34.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 193 | $98.6K | 0.00% | +22+12.9% | Added |
| Garde Capital, Inc. | 199 | $101.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $101.9K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 200 | $101.9K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 200 | $101.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 200 | $101.9K | 0.01% | +200 | New |
| Quest 10 Wealth Builders, Inc. | 211 | $107.5K | 0.10% | +23+12.2% | Added |
| Jupiter Wealth Management LLC | 250 | $108.0K | 0.05% | +250 | New |
| AllSquare Wealth Management LLC | 213 | $108.5K | 0.06% | 00.0% | Unchanged |
| Rexford Capital Inc | 213 | $108.5K | 0.09% | +213 | New |
| GW&K Investment Management, LLC | 214 | $109.0K | 0.00% | +46+27.4% | Added |
| FSA Wealth Management LLC | 216 | $110.0K | 0.04% | −19−8.1% | Reduced |
| S.A. Mason LLC | 216 | $110.0K | 0.05% | +216 | New |
| Montag A & Associates Inc | 218 | $111.0K | 0.01% | +50+29.8% | Added |
| Park Place Capital Corp | 228 | $112.2K | 0.03% | −91−28.5% | Reduced |
| Caldwell Trust Co | 225 | $114.6K | 0.01% | +200+800.0% | Added |
| Rise Advisors, LLC | 227 | $115.6K | 0.05% | −48−17.5% | Reduced |
| Grove Bank & Trust | 232 | $118.2K | 0.01% | +16+7.4% | Added |
| Stone House Investment Management, LLC | 233 | $118.7K | 0.02% | +42+22.0% | Added |
| McIlrath & Eck, LLC | 238 | $121.2K | 0.01% | +18+8.2% | Added |
| Alpine Bank Wealth Management | 239 | $121.7K | 0.02% | −6−2.4% | Reduced |
| Essential Partners LLC | 240 | $122.2K | 0.05% | +240 | New |
| Sierra Ocean, LLC | 242 | $123.3K | 0.09% | −2−0.8% | Reduced |
| Smithfield Trust Co | 257 | $132.0K | 0.01% | −337−56.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 266 | $135.5K | 0.21% | −250−48.4% | Reduced |
| Sound Income Strategies, LLC | 266 | $135.5K | 0.01% | +179+205.7% | Added |
| MTM Investment Management, LLC | 270 | $137.5K | 0.05% | +270 | New |
| Legacy Bridge, LLC | 271 | $138.0K | 0.07% | +1+0.4% | Added |
| Center for Financial Planning, Inc. | 274 | $139.6K | 0.02% | +110+67.1% | Added |
| Activest Wealth Management | 277 | $141.0K | 0.03% | +101+57.4% | Added |
| North Star Investment Management Corp. | 278 | $141.6K | 0.01% | +5+1.8% | Added |
| Hennessy Advisors Inc | 278 | $141.6K | 0.00% | +278 | New |
| Osterweis Capital Management Inc | 286 | $145.7K | 0.01% | +286 | New |
| Armstrong Advisory Group, Inc | 287 | $146.2K | 0.01% | +48+20.1% | Added |
| SJS Investment Consulting Inc. | 289 | $147.2K | 0.02% | +1+0.3% | Added |
| Evermay Wealth Management LLC | 299 | $152.3K | 0.02% | +248+486.3% | Added |
| Provenance Wealth Advisors, LLC | 300 | $152.8K | 0.02% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 310 | $157.9K | 0.16% | +310 | New |
| TD Private Client Wealth LLC | 314 | $159.9K | 0.00% | −584−65.0% | Reduced |
| Zions Bancorporation, National Association | 319 | $162.5K | 0.01% | +17+5.6% | Added |
| Optimum Investment Advisors | 320 | $163.0K | 0.07% | +54+20.3% | Added |
| Cary Street Partner Investment Advisory LLC | 322 | $164.0K | 0.08% | +102+46.4% | Added |
| Hilltop National Bank | 323 | $164.5K | 0.04% | +323 | New |
| MRP Capital Investments, LLC | 323 | $164.5K | 0.11% | +130+67.4% | Added |
| MCF Advisors LLC | 323 | $164.5K | 0.01% | +143+79.4% | Added |
| N.E.W. Advisory Services LLC | 328 | $167.1K | 0.02% | −77−19.0% | Reduced |
| Scarborough Advisors, LLC | 329 | $167.7K | 0.03% | +329 | New |
| Barnes Dennig Private Wealth Management LLC | 336 | $171.1K | 0.20% | +301+860.0% | Added |
| Optiver Holding B.V. | 340 | $173.2K | 0.00% | +142+71.7% | Added |
| Investment Research & Advisory Group, Inc. | 342 | $174.2K | 0.07% | +7+2.1% | Added |
| Colonial Trust Co | 342 | $174.3K | 0.03% | +3+0.9% | Added |
| Costello Asset Management, INC | 345 | $175.7K | 0.07% | −27−7.3% | Reduced |
| Future Financial Wealth Managment LLC | 350 | $178.3K | 0.12% | 00.0% | Unchanged |
| CVA Family Office, LLC | 358 | $182.3K | 0.03% | +125+53.6% | Added |
| Ameriflex Group, Inc. | 363 | $183.4K | 0.10% | −341−48.4% | Reduced |
| Beacon Capital Management, LLC | 366 | $186.5K | 0.03% | −275−42.9% | Reduced |
| Centricity Wealth Management, LLC | 374 | $190.5K | 0.15% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 379 | $193.0K | 0.18% | +24+6.8% | Added |
| River Street Advisors LLC | 380 | $193.5K | 0.08% | +380 | New |
| South State Corp. | 381 | $194.0K | 0.01% | −78−17.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 382 | $194.6K | 0.03% | −157−29.1% | Reduced |
| Spurstone Advisory Services, LLC | 388 | $197.6K | 3.00% | +19+5.1% | Added |
| Glen Eagle Advisors, LLC | 388 | $197.6K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 393 | $200.2K | 0.00% | +393 | New |
| Integrity Wealth Advisors, Inc. | 393 | $200.2K | 0.14% | +393 | New |
| Associated Banc-Corp | 394 | $200.7K | 0.01% | +394 | New |
| Warren Street Wealth Advisors, LLC | 394 | $200.7K | 0.07% | +394 | New |
| Beacon Financial Group | 395 | $201.2K | 0.02% | +395 | New |
| Integrated Investment Consultants, LLC | 395 | $201.2K | 0.04% | +395 | New |
| Clearwater Capital Advisors, LLC | 396 | $201.7K | 0.02% | +396 | New |
| First Business Financial Services, Inc. | 398 | $202.7K | 0.02% | +398 | New |
| Latitude Advisors, LLC | 399 | $203.2K | 0.10% | +399 | New |
| Victrix Investment Advisors | 399 | $203.2K | 0.09% | +399 | New |
| Woodstock Corp | 400 | $203.7K | 0.02% | +400 | New |
| David R. Rahn & Associates Inc. | 400 | $203.7K | 0.05% | +400 | New |
| Franklin Street Advisors Inc | 400 | $204.0K | 0.01% | +400 | New |
| GWN Securities Inc. | 403 | $205.3K | 0.04% | −1,396−77.6% | Reduced |
| Berkeley Capital Partners, LLC | 403 | $205.3K | 0.05% | +403 | New |
| MV Capital Management, Inc. | 404 | $205.8K | 0.02% | −12−2.9% | Reduced |
| Greenwich Wealth Management LLC | 404 | $206.0K | 0.01% | −240−37.3% | Reduced |
| EPG Wealth Management LLC | 406 | $206.6K | 0.06% | +406 | New |
| Bryant Woods Investment Advisors, LLC | 406 | $206.8K | 0.09% | +406 | New |
| Regatta Capital Group, LLC | 407 | $207.1K | 0.04% | +407 | New |
| Whipplewood Advisors, LLC | 407 | $207.3K | 0.11% | +186+84.2% | Added |
| Cypress Point Wealth Management, LLC | 410 | $208.8K | 0.05% | +410 | New |
| PrairieView Partners, LLC | 412 | $209.0K | 0.02% | −40−8.8% | Reduced |
| Foster Group, Inc. | 412 | $209.8K | 0.01% | +412 | New |
| CVFG LLC | 412 | $209.8K | 0.17% | +412 | New |
| Gemmer Asset Management LLC | 414 | $210.9K | 0.02% | +414 | New |
| Fortress Private Ledger, LLC | 414 | $210.9K | 0.10% | +414 | New |
| Forefront Wealth Partners, LLC | 617 | $211.1K | 0.14% | +14+2.3% | Added |
| Haverford Trust Co | 415 | $211.4K | 0.00% | +415 | New |
