| Lagoda Investment Management, L.P. | 650 | $157.4K | 0.09% | 00.0% | Unchanged |
| PFS Partners, LLC | 651 | $157.6K | 0.09% | +20+3.2% | Added |
| Salem Investment Counselors Inc | 652 | $157.9K | 0.01% | +100+18.1% | Added |
| Center for Financial Planning, Inc. | 652 | $157.9K | 0.02% | +652 | New |
| Foster Dykema Cabot & Partners, LLC | 655 | $158.6K | 0.01% | −100−13.2% | Reduced |
| Synergy Investment Management, LLC | 672 | $162.7K | 0.07% | +672 | New |
| Salomon & Ludwin, LLC | 677 | $163.9K | 0.02% | −2,628−79.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 705 | $170.7K | 0.05% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 711 | $172.2K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 714 | $172.9K | 0.01% | +132+22.7% | Added |
| Vermillion Wealth Management, Inc. | 740 | $179.2K | 0.09% | +740 | New |
| Evermay Wealth Management LLC | 759 | $183.8K | 0.03% | +100+15.2% | Added |
| Bare Financial Services, Inc | 761 | $184.3K | 0.07% | +20+2.7% | Added |
| Intelligent Financial Strategies | 775 | $187.7K | 0.10% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 784 | $189.8K | 0.02% | −2,700−77.5% | Reduced |
| Studio Investment Management LLC | 790 | $191.3K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 797 | $193.0K | 0.15% | −443−35.7% | Reduced |
| Financial Perspectives, Inc | 798 | $193.2K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 800 | $193.7K | 0.09% | +800 | New |
| 1620 Investment Advisors, Inc. | 818 | $198.1K | 0.15% | +818 | New |
| Clean Yield Group | 826 | $200.0K | 0.06% | −50−5.7% | Reduced |
| CAP Partners, LLC | 827 | $200.2K | 0.14% | +827 | New |
| Bay Capital Advisors, LLC | 827 | $200.2K | 0.16% | +827 | New |
| DKM Wealth Management, Inc. | 828 | $200.5K | 0.19% | +828 | New |
| Cadinha & Co LLC | 830 | $201.0K | 0.03% | +5+0.6% | Added |
| BCS Wealth Management | 832 | $201.0K | 0.05% | −27−3.1% | Reduced |
| Signet Financial Management, LLC | 831 | $201.2K | 0.03% | −86−9.4% | Reduced |
| Claris Financial LLC | 832 | $201.5K | 0.13% | +832 | New |
| Rakuten Securities, Inc. | 833 | $201.7K | 0.08% | −990−54.3% | Reduced |
| Schwallier Wealth Management LLC | 833 | $201.7K | 0.15% | −57−6.4% | Reduced |
| Acorn Financial Advisory Services Inc | 833 | $201.7K | 0.03% | +833 | New |
| Strategic Investment Advisors | 835 | $202.2K | 0.02% | +4+0.5% | Added |
| B&L Asset Management LLC | 839 | $203.1K | 0.13% | −200−19.2% | Reduced |
| Entrewealth, LLC | 828 | $203.4K | 0.19% | +828 | New |
| Ellis Investment Partners, LLC | 840 | $203.4K | 0.04% | +840 | New |
| Lewis Asset Management, LLC | 843 | $204.1K | 0.16% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 845 | $204.6K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 847 | $205.1K | 0.16% | +847 | New |
| Hanover Advisors Inc | 849 | $205.6K | 0.09% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 850 | $205.8K | 1.03% | +850 | New |
| Planning Center, Inc. | 857 | $207.5K | 0.03% | 00.0% | Unchanged |
| Clifford Group, LLC | 857 | $207.5K | 0.16% | +857 | New |
| Allen Wealth Management, LLC | 857 | $207.5K | 0.15% | +857 | New |
| Lane & Associates LLC | 804 | $207.9K | 0.11% | +804 | New |
| Strategic Advocates LLC | 859 | $208.0K | 0.07% | +7+0.8% | Added |
| Figure 8 Investment Strategies LLC | 861 | $208.5K | 0.20% | +861 | New |
| Second Half Financial Partners, LLC | 863 | $209.0K | 0.10% | −158−15.5% | Reduced |
| Delta Asset Management LLC | 865 | $209.4K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 868 | $210.2K | 0.02% | 00.0% | Unchanged |
| Impact Investors, Inc | 870 | $210.7K | 0.16% | +870 | New |
| Black Point Wealth Management | 872 | $211.1K | 0.24% | −111−11.3% | Reduced |
| A&I Financial Services, LLC | 873 | $211.4K | 0.21% | +873 | New |
| WJ Interests, LLC | 875 | $211.9K | 0.10% | 00.0% | Unchanged |
| Putney Financial Group LLC | 875 | $211.9K | 0.19% | +875 | New |
| Vestor Capital, LLC | 875 | $212.0K | 0.02% | 00.0% | Unchanged |
| Riggs Capital Management LLC | 877 | $212.3K | 0.21% | +877 | New |
| Peninsula Wealth, LLC | 884 | $214.0K | 0.04% | 00.0% | Unchanged |
| KKM Financial LLC | 884 | $214.0K | 0.09% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 884 | $214.0K | 0.01% | +884 | New |
| Gainplan LLC | 885 | $214.3K | 0.08% | +885 | New |
| Patrick M Sweeney & Associates, Inc | 890 | $215.5K | 0.16% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 891 | $215.7K | 0.09% | −1−0.1% | Reduced |
| Gen-Wealth Partners Inc | 892 | $216.0K | 0.09% | −40−4.3% | Reduced |
| Horst & Graben Wealth Management LLC | 893 | $216.2K | 0.04% | −5−0.6% | Reduced |
| TCP Asset Management, LLC | 894 | $216.5K | 0.05% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 895 | $216.7K | 0.15% | 00.0% | Unchanged |
| Snider Financial Group | 896 | $216.9K | 0.07% | +65+7.8% | Added |
| Capital Analysts, LLC | 893 | $217.0K | 0.01% | −19−2.1% | Reduced |
| Cascades Capital Asset Management, LLC | 900 | $217.9K | 0.12% | +900 | New |
| CapWealth Advisors, LLC | 902 | $218.4K | 0.02% | −75−7.7% | Reduced |
| IAG Wealth Partners, LLC | 902 | $218.4K | 0.04% | −34−3.6% | Reduced |
| WealthPlan Investment Management, LLC | 903 | $218.6K | 0.02% | −235−20.7% | Reduced |
| Sachetta, LLC | 904 | $218.9K | 0.09% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 904 | $218.9K | 0.08% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 906 | $219.4K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 907 | $219.6K | 0.06% | +31+3.5% | Added |
| Financial Freedom, LLC | 909 | $220.1K | 0.12% | 00.0% | Unchanged |
| American State Bank (Iowa) | 910 | $220.3K | 0.13% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 912 | $220.8K | 0.14% | +912 | New |
| Liberty Square Wealth Partners LLC | 830 | $221.0K | 0.08% | +830 | New |
| Villere St Denis J & Co LLC | 914 | $221.3K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 915 | $221.5K | 0.02% | +915 | New |
| Seeds Investor LLC | 916 | $221.8K | 0.06% | +916 | New |
| Picton Mahoney Asset Management | 920 | $222.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 917 | $222.0K | 0.08% | +46+5.3% | Added |
| True North Advisors, LLC | 917 | $222.0K | 0.05% | +917 | New |
| Marshall Investment Management, LLC | 914 | $222.2K | 0.13% | +914 | New |
| GK Wealth Management LLC | 918 | $222.3K | 0.28% | +918 | New |
| Symphony Financial Services, Inc. | 919 | $222.5K | 0.18% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 920 | $223.0K | 0.04% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 921 | $223.0K | 0.19% | +921 | New |
| Partners Wealth Management, LLC | 922 | $223.2K | 0.25% | +922 | New |
| Empire Financial Management Company, LLC | 923 | $223.5K | 0.07% | +24+2.7% | Added |
| Financial Security Advisor, Inc. | 930 | $225.2K | 0.06% | 00.0% | Unchanged |
| Souders Financial Advisors | 931 | $225.4K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 931 | $225.4K | 0.18% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 931 | $225.4K | 0.09% | +931 | New |
| Holderness Investments Co | 933 | $225.9K | 0.05% | 00.0% | Unchanged |
| West Bancorporation Inc | 934 | $226.1K | 0.15% | +934 | New |
| Gallacher Capital Management LLC | 935 | $226.3K | 0.11% | −133−12.5% | Reduced |