| Lowery Thomas, LLC | 506 | $1.46M | 1.01% | +506 | New |
| Carl P. Sherr & Co., LLC | 507 | $1.47M | 0.89% | −9−1.7% | Reduced |
| Gyon Technologies Capital Management, LP | 507 | $1.47M | 0.27% | +263+107.8% | Added |
| Eads & Heald Wealth Management | 508 | $1.47M | 0.64% | −14−2.7% | Reduced |
| Financial Advisory Group | 508 | $1.47M | 0.29% | 00.0% | Unchanged |
| United Bank | 509 | $1.47M | 0.18% | −39−7.1% | Reduced |
| Woodward Diversified Capital, LLC | 509 | $1.47M | 0.87% | +4+0.8% | Added |
| Harbor Advisory Corp | 510 | $1.48M | 0.60% | −50−8.9% | Reduced |
| Morton Capital Management LLC | 511 | $1.48M | 0.60% | +511 | New |
| Tarbox Family Office, Inc. | 511 | $1.48M | 0.25% | −698−57.7% | Reduced |
| Principal Street Partners, LLC | 512 | $1.48M | 0.36% | 00.0% | Unchanged |
| jvl associates llc | 512 | $1.48M | 0.93% | −32−5.9% | Reduced |
| Regal Investment Advisors LLC | 512 | $1.48M | 0.13% | −24−4.5% | Reduced |
| Headinvest, LLC | 512 | $1.48M | 0.26% | −2−0.4% | Reduced |
| Lederer & Associates Investment Counsel | 514 | $1.49M | 0.86% | −7−1.3% | Reduced |
| Vise Technologies, Inc. | 514 | $1.49M | 0.40% | +514 | New |
| Liberty Wealth Management LLC | 514 | $1.49M | 0.56% | −4−0.8% | Reduced |
| Buckingham Strategic Partners | 514 | $1.49M | 0.31% | +514 | New |
| Buckley Wealth Management, LLC | 515 | $1.49M | 0.44% | −49−8.7% | Reduced |
| Connecticut Wealth Management, LLC | 516 | $1.49M | 0.12% | −60−10.4% | Reduced |
| Ashburton (Jersey) Ltd | 10,321 | $1.49M | 0.63% | +149+1.5% | Added |
| Stewart & Patten Co LLC | 518 | $1.50M | 0.22% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 520 | $1.50M | 0.88% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 520 | $1.50M | 0.33% | +210+67.7% | Added |
| FORA Capital, LLC | 520 | $1.50M | 0.58% | +520 | New |
| Marathon Capital Management | 522 | $1.51M | 0.35% | −313−37.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 522 | $1.51M | 1.42% | +522 | New |
| Montis Financial, LLC | 523 | $1.51M | 1.10% | −1−0.2% | Reduced |
| Syntal Capital Partners, LLC | 525 | $1.52M | 0.65% | −223−29.8% | Reduced |
| Options Solutions, LLC | 525 | $1.52M | 1.38% | +525 | New |
| Highview Capital Management LLC | 525 | $1.52M | 0.99% | +525 | New |
| Integrated Investment Consultants, LLC | 526 | $1.52M | 0.41% | +49+10.3% | Added |
| Old Mission Investment Co LLC | 527 | $1.52M | 0.55% | +2+0.4% | Added |
| Pasadena Private Wealth, LLC | 529 | $1.53M | 0.50% | +129+32.3% | Added |
| Jackson Square Capital, LLC | 530 | $1.53M | 0.44% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 531 | $1.54M | 0.84% | −18−3.3% | Reduced |
| Probity Advisors, Inc. | 532 | $1.54M | 0.30% | −7−1.3% | Reduced |
| Willow Creek Wealth Management Inc. | 532 | $1.54M | 0.32% | −4−0.7% | Reduced |
| Future Financial Wealth Managment LLC | 531 | $1.54M | 1.23% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 533 | $1.54M | 0.54% | −434−44.9% | Reduced |
| Crawford Investment Counsel Inc | 534 | $1.54M | 0.03% | −54−9.2% | Reduced |
| DGS Capital Management, LLC | 534 | $1.54M | 0.96% | +534 | New |
| Budros, Ruhlin & Roe, Inc. | 536 | $1.55M | 0.17% | −153−22.2% | Reduced |
| Outfitter Financial LLC | 537 | $1.55M | 1.14% | −1−0.2% | Reduced |
| Gilman Hill Asset Management, LLC | 537 | $1.55M | 0.35% | 00.0% | Unchanged |
| Intrua Financial, LLC | 541 | $1.56M | 0.28% | +28+5.5% | Added |
| Private Harbour Investment Management & Counsel, LLC | 541 | $1.56M | 1.25% | −12−2.2% | Reduced |
| Northside Capital Management, LLC | 541 | $1.56M | 0.41% | 00.0% | Unchanged |
| PDS Planning, Inc | 541 | $1.56M | 0.30% | +31+6.1% | Added |
| Single Point Partners, LLC | 542 | $1.57M | 0.42% | −8−1.5% | Reduced |
| Legacy Wealth Management, LLC | 542 | $1.57M | 0.80% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 544 | $1.57M | 0.19% | +29+5.6% | Added |
| Howard Capital Management Inc. | 533 | $1.58M | 0.19% | +289+118.4% | Added |
| Tradewinds Capital Management, LLC | 545 | $1.58M | 0.24% | +24+4.6% | Added |
| Horizon Investment Services, LLC | 545 | $1.58M | 0.72% | +3+0.6% | Added |
| Marietta Investment Partners LLC | 546 | $1.58M | 0.33% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 546 | $1.58M | 0.55% | +546 | New |
| L & S Advisors Inc | 548 | $1.58M | 0.17% | −212−27.9% | Reduced |
| Private Capital Group, LLC | 548 | $1.59M | 0.34% | +12+2.2% | Added |
| Leverage Partners Absolute Return Fund SPC | 550 | $1.59M | 0.92% | −1,010−64.7% | Reduced |
| David Loasby | 550 | $1.59M | 0.20% | −8−1.4% | Reduced |
| Bull Street Advisors, LLC | 551 | $1.59M | 0.76% | −6−1.1% | Reduced |
| Greenhouse Wealth Management, LLC | 551 | $1.59M | 1.42% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 551 | $1.59M | 0.23% | +16+3.0% | Added |
| Exane Derivatives | 553 | $1.60M | 0.39% | +50+9.9% | Added |
| Chemistry Wealth Management LLC | 554 | $1.60M | 1.34% | +554 | New |
| Next Level Private LLC | 554 | $1.60M | 1.34% | +554 | New |
| Mathes Company, Inc. | 555 | $1.61M | 0.55% | −3−0.5% | Reduced |
| Capital Insight Partners, LLC | 557 | $1.61M | 0.33% | −78−12.3% | Reduced |
| 9258 Wealth Management, LLC | 557 | $1.61M | 0.37% | +47+9.2% | Added |
| Pinnacle Private Wealth, LLC | 557 | $1.61M | 0.51% | +557 | New |
| Evernest Financial Advisors, LLC | 10,742 | $1.61M | 0.84% | +10,742 | New |
| Fortis Advisors, LLC | 559 | $1.62M | 0.94% | +2+0.4% | Added |
| Axiom Advisory, LLC | 559 | $1.62M | 1.33% | +559 | New |
| Elite Wealth Management, Inc. | 561 | $1.62M | 0.63% | +21+3.9% | Added |
| Pillar Wealth Advisors, LLC | 562 | $1.63M | 1.55% | +562 | New |
| Ellevest, Inc. | 563 | $1.63M | 0.14% | +68+13.7% | Added |
| Sendero Wealth Management, LLC | 563 | $1.63M | 0.72% | +563 | New |
| Cooper Financial Group | 566 | $1.64M | 0.62% | −84−12.9% | Reduced |
| Cidel Asset Management Inc | 567 | $1.64M | 0.06% | +15+2.7% | Added |
| Satovsky Asset Management LLC | 569 | $1.65M | 1.10% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 569 | $1.65M | 2.53% | +569 | New |
| Traphagen Investment Advisors LLC | 569 | $1.65M | 0.28% | +10+1.8% | Added |
| Nations Financial Group Inc, | 569 | $1.65M | 0.22% | +8+1.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 652 | $1.65M | 0.70% | −3−0.5% | Reduced |
| Foresight Wealth Management, LLC | 573 | $1.66M | 0.63% | −7−1.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 573 | $1.66M | 0.11% | −36−5.9% | Reduced |
| Adams Chetwood Wealth Management LLC | 574 | $1.66M | 1.13% | −6−1.0% | Reduced |
| Sawyer & Company, Inc | 575 | $1.66M | 0.72% | −65−10.2% | Reduced |
| Aigen Investment Management, LP | 566 | $1.67M | 0.10% | +23+4.2% | Added |
| Kaizen Financial Strategies | 576 | $1.67M | 1.25% | +106+22.6% | Added |
| G&S Capital LLC | 576 | $1.67M | 0.83% | +263+84.0% | Added |
| Wealth Alliance Advisory Group, LLC | 577 | $1.67M | 0.73% | +40+7.4% | Added |
| Confluence Wealth Services, Inc. | 578 | $1.67M | 0.54% | +578 | New |
| Berger Financial Group, Inc | 578 | $1.67M | 0.22% | +393+212.4% | Added |
| Concentric Wealth Management, LLC | 580 | $1.68M | 0.47% | −44−7.1% | Reduced |
| IPG Investment Advisors LLC | 581 | $1.68M | 0.30% | +50+9.4% | Added |
| Waypoint Wealth Partners Inc. | 582 | $1.68M | 0.58% | +12+2.1% | Added |
| Richmond Brothers, Inc. | 582 | $1.68M | 1.21% | +582 | New |
| Cookson Peirce & Co Inc | 588 | $1.70M | 0.09% | −63−9.7% | Reduced |
