| Perennial Advisors, LLC | 374 | $1.08M | 0.29% | −1−0.3% | Reduced |
| Baystate Wealth Management LLC | 374 | $1.08M | 0.10% | +2+0.5% | Added |
| Nelson Capital Management, LLC | 375 | $1.09M | 0.20% | −15−3.8% | Reduced |
| Truepoint, Inc. | 375 | $1.09M | 0.05% | +51+15.7% | Added |
| First National Bank Sioux Falls | 375 | $1.09M | 1.16% | +162+76.1% | Added |
| Purus Wealth Management, LLC | 377 | $1.09M | 0.68% | +50+15.3% | Added |
| Vigilant Capital Management, LLC | 377 | $1.09M | 0.08% | +68+22.0% | Added |
| Jackson Hole Capital Partners, LLC | 378 | $1.09M | 0.34% | +29+8.3% | Added |
| Koss-Olinger Consulting, LLC | 378 | $1.09M | 0.17% | +152+67.3% | Added |
| CNB Bank | 379 | $1.10M | 0.60% | −2−0.5% | Reduced |
| Madison Asset Management, LLC | 379 | $1.10M | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 380 | $1.10M | 0.82% | −8−2.1% | Reduced |
| Greenwich Wealth Management LLC | 380 | $1.10M | 0.09% | −2−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 381 | $1.10M | 0.17% | +62+19.4% | Added |
| Vivaldi Capital Management, LLC | 382 | $1.11M | 0.26% | −23−5.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 383 | $1.11M | 0.61% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 384 | $1.11M | 0.80% | −20−5.0% | Reduced |
| Berkeley Capital Partners, LLC | 384 | $1.11M | 0.46% | +1+0.3% | Added |
| IMS Capital Management | 384 | $1.11M | 0.57% | +39+11.3% | Added |
| Karani Asset Management LLC | 386 | $1.12M | 0.55% | −243−38.6% | Reduced |
| Seldon Capital LP | 386 | $1.12M | 0.72% | +386 | New |
| Barden Capital Management, Inc. | 386 | $1.12M | 1.07% | +386 | New |
| Tamar Securities, LLC | 387 | $1.12M | 0.33% | +387 | New |
| Sigma Investment Counselors Inc | 388 | $1.12M | 0.08% | −1−0.3% | Reduced |
| Financial Advisors, LLC | 388 | $1.12M | 0.34% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 389 | $1.13M | 0.46% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 389 | $1.13M | 0.54% | +10+2.6% | Added |
| Peoples Bank | 389 | $1.13M | 0.56% | +51+15.1% | Added |
| Oxford Financial Group Ltd | 390 | $1.13M | 0.13% | +52+15.4% | Added |
| Mountain Capital Investment Advisors, Inc | 405 | $1.13M | 0.51% | −76−15.8% | Reduced |
| Alpha Paradigm Partners, LLC | 391 | $1.13M | 0.45% | +345+750.0% | Added |
| UBP Investment Advisors SA | 395 | $1.14M | 0.42% | +45+12.9% | Added |
| Private Advisory Group LLC | 394 | $1.14M | 0.23% | +29+7.9% | Added |
| Clear Creek Financial Management, LLC | 394 | $1.14M | 0.17% | +42+11.9% | Added |
| Blankinship & Foster, LLC | 395 | $1.14M | 0.43% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 395 | $1.14M | 0.93% | +395 | New |
| Northwest Bancshares, Inc. | 397 | $1.15M | 0.23% | −75−15.9% | Reduced |
| Asset Management Group, Inc. | 397 | $1.15M | 0.23% | −14−3.4% | Reduced |
| Canton Hathaway, LLC | 397 | $1.15M | 0.31% | 00.0% | Unchanged |
| Affiance Financial, LLC | 397 | $1.15M | 0.48% | +3+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 398 | $1.15M | 0.41% | −25−5.9% | Reduced |
| Sonen Capital LLC | 398 | $1.15M | 1.12% | +398 | New |
| Emerald Mutual Fund Advisers Trust | 399 | $1.16M | 0.04% | −34−7.9% | Reduced |
| Privium Fund Management (UK) Ltd | 400 | $1.16M | 0.91% | −3,120−88.6% | Reduced |
| Hayden Royal, LLC | 401 | $1.16M | 2.72% | +1+0.3% | Added |
| Callan Capital, LLC | 403 | $1.17M | 0.17% | +180+80.7% | Added |
| Kowal Investment Group, LLC | 404 | $1.17M | 0.35% | +57+16.4% | Added |
| Accredited Investors Inc. | 406 | $1.18M | 0.10% | −249−38.0% | Reduced |
| Ahrens Investment Partners LLC | 407 | $1.18M | 0.52% | +3+0.7% | Added |
| Key Financial Inc | 407 | $1.18M | 0.59% | +15+3.8% | Added |
| Core Wealth Advisors, Inc. | 408 | $1.18M | 0.71% | +3+0.7% | Added |
| Activest Wealth Management | 409 | $1.19M | 0.73% | +68+19.9% | Added |
| New Jersey Better Educational Savings Trust | 410 | $1.19M | 2.64% | −90−18.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 410 | $1.19M | 0.32% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 412 | $1.19M | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 413 | $1.20M | 0.41% | +5+1.2% | Added |
| Newport Capital Group, LLC | 414 | $1.20M | 0.89% | 00.0% | Unchanged |
| Caxton Associates LP | 415 | $1.20M | 0.15% | −3,647−89.8% | Reduced |
| Lloyd Park, LLC | 415 | $1.20M | 0.95% | +415 | New |
| Marion Wealth Management | 415 | $1.20M | 0.57% | +415 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 448 | $1.20M | 0.77% | +448 | New |
| Steigerwald, Gordon & Koch Inc. | 417 | $1.21M | 0.18% | +1+0.2% | Added |
| Pavion Blue Capital, LLC | 417 | $1.21M | 0.70% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 419 | $1.21M | 0.09% | 00.0% | Unchanged |
| Archetype Wealth Partners | 419 | $1.21M | 0.37% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 419 | $1.21M | 0.57% | +19+4.8% | Added |
| Opes Wealth Management LLC | 419 | $1.21M | 0.38% | +39+10.3% | Added |
| Jeppson Wealth Management, LLC | 420 | $1.22M | 0.59% | −3−0.7% | Reduced |
| Taurus Asset Management, LLC | 420 | $1.22M | 0.11% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 421 | $1.22M | 0.25% | −11−2.5% | Reduced |
| Warren Averett Asset Management, LLC | 455 | $1.22M | 0.11% | +27+6.3% | Added |
| Aevitas Wealth Management, Inc. | 422 | $1.22M | 0.73% | −27−6.0% | Reduced |
| Claybrook Capital, LLC | 422 | $1.22M | 0.57% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 470 | $1.23M | 0.44% | +53+12.7% | Added |
| Bill Few Associates, Inc. | 423 | $1.23M | 0.63% | +423 | New |
| Smith Chas P & Associates Pa Cpas | 424 | $1.23M | 0.08% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 424 | $1.23M | 0.11% | +4+1.0% | Added |
| Everhart Financial Group, Inc. | 425 | $1.23M | 0.74% | +49+13.0% | Added |
| Concord Wealth Partners | 427 | $1.24M | 0.30% | +86+25.2% | Added |
| PrairieView Partners, LLC | 428 | $1.24M | 0.17% | +27+6.7% | Added |
| Probity Advisors, Inc. | 429 | $1.24M | 0.25% | −8−1.8% | Reduced |
| Gill Capital Partners, LLC | 429 | $1.24M | 0.55% | −4−0.9% | Reduced |
| WSFS Capital Management, LLC | 431 | $1.25M | 0.47% | −10−2.3% | Reduced |
| Financial Advisory Corp | 431 | $1.25M | 0.60% | +233+117.7% | Added |
| Wedgewood Investors Inc | 432 | $1.25M | 1.48% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 433 | $1.25M | 0.36% | +1+0.2% | Added |
| LWM Advisory Services, LLC | 433 | $1.25M | 1.56% | +433 | New |
| Waddell & Associates, LLC | 434 | $1.26M | 0.20% | +10+2.4% | Added |
| Islay Capital Management, LLC | 435 | $1.26M | 0.95% | +14+3.3% | Added |
| B&D White Capital Company, LLC | 435 | $1.26M | 0.41% | +75+20.8% | Added |
| AllSquare Wealth Management LLC | 436 | $1.26M | 0.74% | +8+1.9% | Added |
| Calton & Associates, Inc. | 436 | $1.26M | 0.34% | +23+5.6% | Added |
| Revolve Wealth Partners, LLC | 437 | $1.27M | 0.36% | +437 | New |
| Capital Advisory Group Advisory Services, LLC | 439 | $1.27M | 0.56% | −203−31.6% | Reduced |
| Ackerman Capital Advisors, LLC | 440 | $1.27M | 0.29% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 440 | $1.27M | 1.05% | +1+0.2% | Added |
| Hamilton Capital, LLC | 443 | $1.28M | 0.10% | +299+207.6% | Added |
| Argent Advisors, Inc. | 444 | $1.29M | 0.69% | −15−3.3% | Reduced |
| McCarthy Asset Management, Inc. | 444 | $1.29M | 0.88% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 446 | $1.29M | 0.37% | +141+46.2% | Added |
