| FineMark National Bank & Trust | 545 | $222.3K | 0.01% | +545 | New |
| Citizens Financial Group Inc | 546 | $222.7K | 0.01% | +546 | New |
| Seven Eight Capital, LP | 548 | $223.6K | 0.06% | +548 | New |
| Inspire Advisors, LLC | 549 | $224.1K | 0.06% | +549 | New |
| Gabelli Funds LLC | 550 | $224.4K | 0.00% | −2,500−82.0% | Reduced |
| Avantax Advisory Services, Inc. | 550 | $224.4K | 0.00% | +550 | New |
| Sentry Investment Management LLC | 554 | $226.0K | 0.10% | −17−3.0% | Reduced |
| STF Management LP | 554 | $226.0K | 0.32% | +554 | New |
| Ipswich Investment Management Co., Inc. | 555 | $226.4K | 0.06% | +555 | New |
| Belpointe Asset Management LLC | 556 | $226.8K | 0.01% | −36−6.1% | Reduced |
| Camden National Bank | 560 | $228.0K | 0.05% | +560 | New |
| Gray Wealth Management Inc. | 559 | $228.1K | 0.13% | +559 | New |
| Arlington Financial Advisors, LLC | 561 | $228.9K | 0.10% | +561 | New |
| Hartline Investment Corp | 562 | $229.3K | 0.05% | +562 | New |
| Wealth Advisors, Inc. | 568 | $231.7K | 0.12% | +568 | New |
| Gilbert & Cook, Inc. | 576 | $235.0K | 0.04% | +17+3.0% | Added |
| Inceptionr LLC | 576 | $235.0K | 0.12% | +576 | New |
| Checchi Capital Advisers, LLC | 577 | $235.4K | 0.02% | −39−6.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 577 | $235.4K | 0.01% | +577 | New |
| Blueprint Investment Partners LLC | 581 | $237.0K | 0.05% | +581 | New |
| Harrell Investment Partners, LLC | 588 | $239.9K | 0.09% | +588 | New |
| Samalin Investment Counsel, LLC | 589 | $240.3K | 0.15% | +589 | New |
| Forum Financial Management, LP | 590 | $240.7K | 0.01% | +590 | New |
| J. W. Coons Advisors, LLC | 600 | $244.8K | 0.07% | −21−3.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 601 | $245.0K | 0.37% | +601 | New |
| Cahill Financial Advisors Inc | 603 | $246.0K | 0.05% | +603 | New |
| Conning Inc. | 604 | $246.4K | 0.01% | +604 | New |
| Meritage Portfolio Management | 605 | $247.0K | 0.02% | +605 | New |
| Strategic Blueprint, LLC | 607 | $247.6K | 0.03% | +607 | New |
| Compagnie Lombard Odier SCmA | 610 | $249.0K | 0.01% | +610 | New |
| Garde Capital, Inc. | 616 | $251.0K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 619 | $252.5K | 0.06% | +619 | New |
| Quadrant Capital Group LLC | 620 | $252.9K | 0.03% | +53+9.3% | Added |
| ISAM Funds (UK) Ltd | 627 | $255.8K | 0.77% | +627 | New |
| Triune Financial Partners, LLC | 628 | $256.3K | 0.12% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 633 | $258.2K | 0.03% | +4+0.6% | Added |
| Guyasuta Investment Advisors Inc | 638 | $260.3K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 640 | $261.1K | 0.01% | +14+2.2% | Added |
| McDonald Partners LLC | 642 | $261.9K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 647 | $263.9K | 0.03% | +647 | New |
| Bay Rivers Group | 649 | $264.8K | 0.27% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 649 | $265.0K | 0.30% | +649 | New |
| Puzo Michael J | 650 | $265.2K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 650 | $265.2K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 653 | $266.4K | 0.28% | 00.0% | Unchanged |
| Albion Financial Group | 670 | $273.3K | 0.03% | −368−35.5% | Reduced |
| Congress Wealth Management LLC | 672 | $274.5K | 0.01% | −42−5.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 674 | $275.0K | 0.02% | +674 | New |
| Agf Management Ltd | 680 | $277.4K | 0.00% | +680 | New |
| IHT Wealth Management, LLC | 690 | $281.5K | 0.02% | +29+4.4% | Added |
| Edgemoor Investment Advisors, Inc. | 695 | $283.5K | 0.04% | +20+3.0% | Added |
| Everhart Financial Group, Inc. | 698 | $284.8K | 0.14% | +698 | New |
| Marietta Investment Partners LLC | 702 | $286.4K | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 703 | $286.8K | 0.03% | +703 | New |
| Trust Co of Virginia | 704 | $287.2K | 0.03% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 433 | $288.4K | 0.15% | +433 | New |
| D.B. Root & Company, LLC | 708 | $288.8K | 0.12% | −34−4.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 710 | $289.7K | 0.07% | −789−52.6% | Reduced |
| L.M. Kohn & Company | 713 | $291.8K | 0.14% | −3−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 716 | $292.0K | 0.05% | −49−6.4% | Reduced |
| Ausdal Financial Partners, Inc. | 718 | $292.9K | 0.04% | +50+7.5% | Added |
| Moseley Investment Management Inc | 725 | $295.8K | 0.21% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 729 | $297.4K | 0.03% | +729 | New |
| Great Valley Advisor Group, Inc. | 729 | $297.7K | 0.02% | −22−2.9% | Reduced |
| Proequities, Inc. | 735 | $299.9K | 0.02% | −69−8.6% | Reduced |
| Private Advisor Group, LLC | 1,572 | $301.8K | 0.02% | +254+19.3% | Added |
| Orion Portfolio Solutions, LLC | 750 | $306.0K | 0.01% | +750 | New |
| Pine Haven Investment Counsel, Inc | 758 | $309.2K | 0.34% | +23+3.1% | Added |
| Valley Brook Capital Group | 765 | $312.1K | 0.30% | +10+1.3% | Added |
| Leonteq Securities AG | 766 | $312.5K | 0.02% | −192−20.0% | Reduced |
| Ellevest, Inc. | 766 | $312.5K | 0.03% | +211+38.0% | Added |
| IFP Advisors, Inc | 1,355 | $313.0K | 0.01% | +4+0.3% | Added |
| Spears Abacus Advisors LLC | 770 | $314.1K | 0.03% | +770 | New |
| Legacy Trust | 772 | $314.9K | 0.10% | +772 | New |
| Lincoln National Corp | 776 | $316.6K | 0.01% | +776 | New |
| Yarbrough Capital, LLC | 777 | $317.0K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 780 | $318.0K | 0.20% | −131−14.4% | Reduced |
| Patron Partners Advisors, LLC | 789 | $321.9K | 0.24% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 789 | $321.9K | 0.03% | +72+10.0% | Added |
| Gsa Capital Partners LLP | 789 | $322.0K | 0.04% | +789 | New |
| Beacon Pointe Advisors, LLC | 798 | $325.6K | 0.01% | +798 | New |
| Kozak & Associates, Inc. | 800 | $326.0K | 0.16% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 800 | $326.4K | 0.05% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 800 | $326.4K | 0.25% | +60+8.1% | Added |
| Vident Investment Advisory, LLC | 801 | $326.8K | 0.01% | +801 | New |
| Sovereign Financial Group, Inc. | 808 | $329.6K | 0.13% | +11+1.4% | Added |
| Guardian Capital LP | 820 | $334.5K | 0.01% | +820 | New |
| Goldstein Advisors, LLC | 820 | $335.0K | 0.08% | +820 | New |
| Chicago Partners Investment Group LLC | 660 | $335.1K | 0.02% | +2+0.3% | Added |
| IMS Capital Management | 822 | $335.3K | 0.21% | −62−7.0% | Reduced |
| One Capital Management, LLC | 834 | $340.2K | 0.02% | +834 | New |
| Lido Advisors, LLC | 840 | $343.0K | 0.01% | +136+19.3% | Added |
| Valeo Financial Advisors, LLC | 844 | $344.3K | 0.02% | +162+23.8% | Added |
| GWM Advisors LLC | 1,707 | $345.9K | 0.01% | −4,740−73.5% | Reduced |
| Horizon Investments, LLC | 849 | $346.0K | 0.01% | +849 | New |
| Twin Focus Capital Partners, LLC | 850 | $346.8K | 0.07% | −7−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 850 | $347.0K | 0.02% | +100+13.3% | Added |
| First National Bank of Hutchinson | 851 | $347.2K | 0.29% | +2+0.2% | Added |
| Virtue Capital Management, LLC | 852 | $347.6K | 0.05% | +852 | New |
| Personal Capital Advisors Corp | 853 | $348.0K | 0.00% | +11+1.3% | Added |
