| Painted Porch Advisors LLC | 260 | $105.3K | 0.05% | 00.0% | Unchanged |
| Breakwater Investment Management | 260 | $105.4K | 0.04% | −429−62.3% | Reduced |
| Roble, Belko & Company, Inc | 266 | $108.0K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 275 | $111.0K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 275 | $111.4K | 0.10% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 276 | $111.8K | 0.05% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 281 | $114.2K | 0.01% | −1−0.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 286 | $115.9K | 0.00% | −34−10.6% | Reduced |
| Hoese & Co LLP | 292 | $118.3K | 0.10% | +31+11.9% | Added |
| BBJS Financial Advisors, LLC | 296 | $119.8K | 0.04% | +101+51.8% | Added |
| NCP Inc. | 300 | $121.6K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 302 | $122.4K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 307 | $124.4K | 0.10% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 307 | $124.4K | 0.06% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 311 | $126.2K | 0.06% | −5−1.6% | Reduced |
| Financial Freedom, LLC | 316 | $127.9K | 0.07% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 325 | $131.7K | 0.04% | +95+41.3% | Added |
| Barrett & Company, Inc. | 326 | $132.2K | 0.06% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 329 | $133.1K | 0.03% | +54+19.6% | Added |
| SYSTM Wealth Solutions LLC | 332 | $134.5K | 4.08% | −21,639−98.5% | Reduced |
| Clear Point Advisors Inc. | 339 | $137.6K | 0.11% | +1+0.3% | Added |
| Safe Harbor Fiduciary, LLC | 341 | $138.2K | 0.13% | +341 | New |
| Financial Avengers, Inc. | 341 | $138.3K | 0.07% | +2+0.6% | Added |
| Financial Connections Group, Inc. | 346 | $140.0K | 0.07% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 356 | $144.3K | 0.72% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 375 | $152.0K | 0.05% | −25−6.3% | Reduced |
| Values First Advisors, Inc. | 383 | $155.4K | 0.08% | +383 | New |
| AllSquare Wealth Management LLC | 394 | $159.6K | 0.09% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 394 | $159.8K | 0.06% | +394 | New |
| DecisionPoint Financial, LLC | 400 | $162.1K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 400 | $162.1K | 0.03% | +2+0.5% | Added |
| Paladin Wealth, LLC | 407 | $164.9K | 0.14% | +407 | New |
| Reston Wealth Management LLC | 415 | $168.3K | 0.06% | +415 | New |
| Tidemark, LLC | 415 | $168.4K | 0.07% | +9+2.2% | Added |
| Dynamic Wealth Strategies, LLC | 418 | $169.0K | 0.14% | −104−19.9% | Reduced |
| Hoey Investments, Inc | 499 | $171.8K | 0.03% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 429 | $174.0K | 0.11% | +2+0.5% | Added |
| Horizons Wealth Management | 438 | $177.5K | 0.14% | −233−34.7% | Reduced |
| Accordant Advisory Group Inc | 450 | $182.3K | 0.15% | +150+50.0% | Added |
| Evolution Advisers, Inc. | 452 | $183.0K | 0.10% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 452 | $183.2K | 0.03% | −114−20.1% | Reduced |
| Covestor Ltd | 455 | $184.0K | 0.12% | −14−3.0% | Reduced |
| Maryland Capital Advisors Inc. | 460 | $186.4K | 0.09% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 461 | $186.8K | 0.17% | −100−17.8% | Reduced |
| EnRich Financial Partners LLC | 464 | $188.0K | 0.06% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 478 | $193.7K | 0.11% | +478 | New |
| Migdal Insurance & Financial Holdings Ltd. | 478 | $194.0K | 0.00% | −130,000−99.6% | Reduced |
| Cetera Trust Company, N.A | 483 | $195.7K | 0.12% | −136−22.0% | Reduced |
| Cedar Wealth Management, LLC | 484 | $196.2K | 0.06% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 493 | $199.8K | 0.07% | +12+2.5% | Added |
| One Degree Advisors Inc | 503 | $200.0K | 0.08% | +503 | New |
| Hobart Private Capital, LLC | 498 | $201.8K | 0.05% | +498 | New |
| Dean, Jacobson Financial Services, LLC | 500 | $202.6K | 0.15% | +500 | New |
| Arkansas Financial Group, Inc. | 500 | $202.6K | 0.03% | −100−16.7% | Reduced |
| Access Investment Management LLC | 500 | $202.6K | 0.06% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 500 | $202.6K | 0.06% | 00.0% | Unchanged |
| Moneywise, Inc. | 500 | $202.7K | 0.10% | +500 | New |
| MinichMacGregor Wealth Management, LLC | 503 | $203.8K | 0.04% | +503 | New |
| Earnest Partners LLC | 505 | $204.6K | 0.00% | +505 | New |
| Brio Consultants, LLC | 506 | $205.2K | 0.03% | +506 | New |
| All Terrain Financial Advisors, LLC | 507 | $205.3K | 0.08% | +507 | New |
| Ergawealth Advisors, Inc. | 508 | $205.7K | 0.10% | +508 | New |
| APCM Wealth Management for Individuals | 508 | $205.8K | 0.03% | +508 | New |
| Voya Financial Advisors, Inc. | 516 | $206.2K | 0.02% | +516 | New |
| Schulhoff & Co Inc | 509 | $206.2K | 0.09% | +509 | New |
| Jacobson & Schmitt Advisors, LLC | 509 | $206.2K | 0.04% | +509 | New |
| Richard P Slaughter Associates Inc | 509 | $206.2K | 0.05% | +509 | New |
| Matrix Private Capital Group LLC | 509 | $206.2K | 0.12% | +509 | New |
| TD Capital Management LLC | 509 | $206.3K | 0.02% | +160+45.8% | Added |
| Luminvest Wealth Management LLC | 507 | $206.5K | 0.09% | +507 | New |
| Symmetry Partners, LLC | 510 | $206.7K | 0.05% | −6,134−92.3% | Reduced |
| Edge Financial Advisors LLC | 510 | $206.8K | 0.18% | +510 | New |
| Capital Planning LLC | 511 | $207.0K | 0.06% | +511 | New |
| Ted Buchan & Co | 511 | $207.5K | 0.10% | −438−46.2% | Reduced |
| Insight 2811, Inc. | 513 | $207.9K | 0.10% | +513 | New |
| Madison Park Capital Advisors, LLC | 514 | $208.2K | 0.16% | +514 | New |
| Seaside Wealth Management, Inc. | 514 | $208.3K | 0.08% | +514 | New |
| Chicago Wealth Management, Inc. | 515 | $208.7K | 0.11% | +515 | New |
| State of Wyoming | 516 | $209.1K | 0.03% | −64−11.0% | Reduced |
| Standard Family Office LLC | 518 | $209.9K | 0.26% | 00.0% | Unchanged |
| Tillman Hartley LLC | 518 | $209.9K | 0.06% | +518 | New |
| Vawter Financial, Ltd. | 518 | $209.9K | 0.13% | +518 | New |
| Geometric Wealth Advisors | 519 | $210.3K | 0.04% | +519 | New |
| Napa Wealth Management | 520 | $210.7K | 0.10% | +520 | New |
| Traction Financial Partners, LLC | 520 | $210.7K | 0.17% | +520 | New |
| Mayfair Advisory Group, LLC | 521 | $212.8K | 0.13% | +521 | New |
| Atlas Financial Advisors, Inc. | 526 | $213.1K | 0.34% | +526 | New |
| Financial Enhancement Group LLC | 755 | $213.2K | 0.04% | −30−3.8% | Reduced |
| Lynx Investment Advisory | 528 | $213.8K | 0.15% | +85+19.2% | Added |
| Landaas & Co | 526 | $214.0K | 0.06% | +526 | New |
| Whelan Financial | 529 | $214.2K | 0.09% | +529 | New |
| Mokosak Advisory Group, LLC | 528 | $214.3K | 0.06% | +528 | New |
| Prevail Innovative Wealth Advisors, LLC | 530 | $214.8K | 0.07% | +530 | New |
| JTC Employer Solutions Trusteee Ltd | 530 | $215.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 532 | $215.6K | 0.05% | +82+18.2% | Added |
| Vista Investment Management | 533 | $216.0K | 0.08% | +533 | New |
| Neumann Capital Management, LLC | 534 | $216.4K | 0.07% | +534 | New |
| All Season Financial Advisors, Inc. | 535 | $216.7K | 0.18% | +535 | New |
| Wealth Group Ltd | 536 | $217.3K | 0.06% | +536 | New |
| Consolidated Capital Management, LLC | 537 | $217.6K | 0.09% | +537 | New |
