| Accredited Investors Inc. | 556 | $1.36M | 0.14% | +25+4.7% | Added |
| MONECO Advisors, LLC | 555 | $1.35M | 0.62% | −52−8.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 555 | $1.35M | 0.25% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 555 | $1.35M | 0.78% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 921 | $1.35M | 0.40% | −145−13.6% | Reduced |
| Curbstone Financial Management Corp | 550 | $1.34M | 0.25% | −20−3.5% | Reduced |
| Annandale Capital, LLC | 548 | $1.34M | 0.81% | +548 | New |
| Valmark Advisers, Inc. | 545 | $1.33M | 0.02% | −21−3.7% | Reduced |
| Davidson Capital Management Inc. | 544 | $1.33M | 0.64% | −124−18.6% | Reduced |
| Single Point Partners, LLC | 544 | $1.33M | 0.46% | +5+0.9% | Added |
| C M Bidwell & Associates Ltd | 544 | $1.33M | 0.87% | +37+7.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 543 | $1.33M | 0.98% | +543 | New |
| Baker Boyer National Bank | 608 | $1.32M | 0.67% | +608 | New |
| Camelot Portfolios, LLC | 542 | $1.32M | 0.53% | +155+40.1% | Added |
| ERTS Wealth Advisors, LLC | 541 | $1.32M | 0.36% | −39−6.7% | Reduced |
| First Command Bank | 541 | $1.32M | 0.15% | −16−2.9% | Reduced |
| First Command Financial Services, Inc. | 541 | $1.32M | 0.15% | −16−2.9% | Reduced |
| BFT Financial Group, LLC | 541 | $1.32M | 0.27% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 540 | $1.32M | 0.62% | +1+0.2% | Added |
| Keebeck Alpha, LP | 539 | $1.32M | 0.46% | −12−2.2% | Reduced |
| AIMZ Investment Advisors, LLC | 538 | $1.31M | 0.59% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 538 | $1.31M | 0.30% | +20+3.9% | Added |
| Hochman Cole Investment Advisors, Inc. | 537 | $1.31M | 0.52% | −15−2.7% | Reduced |
| SOL Capital Management CO | 537 | $1.31M | 0.26% | −9−1.6% | Reduced |
| Detalus Advisors, LLC | 537 | $1.31M | 0.70% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 536 | $1.31M | 0.85% | +126+30.7% | Added |
| Constitution Capital LLC | 534 | $1.30M | 0.80% | +534 | New |
| Pineno Levin & Ford Asset Management, Inc. | 533 | $1.30M | 0.42% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 533 | $1.30M | 0.41% | +110+26.0% | Added |
| JJJ Advisors Inc. | 532 | $1.30M | 0.47% | +59+12.5% | Added |
| Tuttle Tactical Management | 532 | $1.30M | 0.57% | +434+442.9% | Added |
| Western Financial Corporation | 531 | $1.30M | 0.70% | −6−1.1% | Reduced |
| Blume Capital Management, Inc. | 530 | $1.29M | 0.47% | −19−3.5% | Reduced |
| State of Wyoming | 530 | $1.29M | 0.81% | +192+56.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 528 | $1.29M | 1.41% | −47−8.2% | Reduced |
| Rinet Co LLC | 527 | $1.29M | 0.24% | +9+1.7% | Added |
| Bouchey Financial Group Ltd | 526 | $1.28M | 0.20% | 00.0% | Unchanged |
| Pacitti Group Inc. | 526 | $1.28M | 0.77% | +13+2.5% | Added |
| Legacy Capital Partners, Inc. | 526 | $1.28M | 0.46% | +116+28.3% | Added |
| Toth Financial Advisory Corp | 524 | $1.28M | 0.20% | +13+2.5% | Added |
| Lakeview Capital Partners, LLC | 522 | $1.27M | 0.56% | −126−19.4% | Reduced |
| Curated Wealth Partners LLC | 522 | $1.27M | 0.69% | −11−2.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 522 | $1.27M | 0.26% | +5+1.0% | Added |
| Patron Partners Advisors, LLC | 522 | $1.27M | 0.96% | −24−4.4% | Reduced |
| Nottingham Advisors, Inc. | 521 | $1.27M | 0.14% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 521 | $1.27M | 0.42% | +15+3.0% | Added |
| Grace Capital | 511 | $1.27M | 0.85% | −844−62.3% | Reduced |
| SkyView Investment Advisors, LLC | 615 | $1.27M | 0.59% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 500 | $1.27M | 0.34% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 519 | $1.27M | 0.04% | +14+2.8% | Added |
| Atom Investors LP | 519 | $1.27M | 0.26% | +519 | New |
| Sheets Smith Wealth Management | 518 | $1.26M | 0.17% | −2−0.4% | Reduced |
| TLWM | 520 | $1.26M | 0.45% | +17+3.4% | Added |
| Karani Asset Management LLC | 515 | $1.26M | 0.65% | +4+0.8% | Added |
| Knowledge Leaders Capital, LLC | 514 | $1.25M | 0.84% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 514 | $1.25M | 0.13% | +136+36.0% | Added |
| AGF Investments LLC | 513 | $1.25M | 0.13% | −5−1.0% | Reduced |
| Atlas Brown,Inc. | 513 | $1.25M | 0.54% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 511 | $1.25M | 0.01% | −35−6.4% | Reduced |
| Greenhouse Wealth Management, LLC | 510 | $1.25M | 1.16% | 00.0% | Unchanged |
| Grace & White Inc | 510 | $1.25M | 0.23% | +510 | New |
| Profit Investment Management, LLC | 509 | $1.24M | 0.66% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 509 | $1.24M | 0.22% | +4+0.8% | Added |
| Portland Investment Counsel Inc. | 500 | $1.24M | 0.61% | +1+0.2% | Added |
| McAdam, LLC | 457 | $1.24M | 0.14% | +102+28.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 508 | $1.24M | 0.14% | −7−1.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 491 | $1.23M | 0.57% | −4−0.8% | Reduced |
| Financial Advisory Group | 503 | $1.23M | 0.29% | +38+8.2% | Added |
| Independent Investors Inc | 503 | $1.23M | 0.30% | +50+11.0% | Added |
| Walkner Condon Financial Advisors LLC | 503 | $1.23M | 0.45% | −20−3.8% | Reduced |
| Cambridge Advisors Inc. | 502 | $1.23M | 0.30% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 500 | $1.22M | 2.44% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 497 | $1.21M | 0.92% | −24−4.6% | Reduced |
| Polar Asset Management Partners Inc. | 495 | $1.21M | 0.01% | +495 | New |
| Bellevue Asset Management, LLC | 494 | $1.21M | 0.74% | 00.0% | Unchanged |
| Farley Capital L.P. | 494 | $1.21M | 1.11% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 494 | $1.21M | 0.94% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 490 | $1.20M | 1.16% | +4+0.8% | Added |
| Sandbox Financial Partners, LLC | 489 | $1.19M | 0.89% | +2+0.4% | Added |
| Signature Wealth Management Partners, LLC | 489 | $1.19M | 1.08% | +34+7.5% | Added |
| Annex Advisory Services, LLC | 489 | $1.19M | 0.10% | +59+13.7% | Added |
| Laird Norton Trust Company, LLC | 486 | $1.19M | 0.12% | −50−9.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 483 | $1.18M | 0.20% | −200−29.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 458 | $1.18M | 0.51% | −12−2.6% | Reduced |
| HHM Wealth Advisors, LLC | 482 | $1.18M | 0.32% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 480 | $1.17M | 0.71% | +480 | New |
| Legato Capital Management LLC | 480 | $1.17M | 0.17% | +480 | New |
| CMT Capital Markets Trading GmbH | 480 | $1.17M | 0.52% | +480 | New |
| First Bank & Trust | 478 | $1.17M | 0.56% | +8+1.7% | Added |
| Cable Hill Partners, LLC | 476 | $1.16M | 0.28% | +130+37.6% | Added |
| Twin Focus Capital Partners, LLC | 475 | $1.16M | 0.27% | +29+6.5% | Added |
| Diligent Investors, LLC | 473 | $1.16M | 0.39% | −5−1.0% | Reduced |
| PDS Planning, Inc | 471 | $1.15M | 0.28% | +15+3.3% | Added |
| AllSquare Wealth Management LLC | 470 | $1.15M | 0.67% | −1−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 469 | $1.15M | 0.10% | −354−43.0% | Reduced |
| Dividend Assets Capital, LLC | 469 | $1.15M | 0.22% | −14−2.9% | Reduced |
| EPG Wealth Management LLC | 469 | $1.15M | 0.49% | +17+3.8% | Added |
| Carlson Capital Management | 469 | $1.15M | 0.16% | +20+4.5% | Added |
| Stewart & Patten Co LLC | 468 | $1.14M | 0.18% | 00.0% | Unchanged |
| Sather Financial Group Inc | 468 | $1.14M | 0.12% | 00.0% | Unchanged |
