| Mason Investment Advisory Services, Inc. | 383 | $238.3K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 385 | $240.0K | 0.02% | −267−41.0% | Reduced |
| Symphony Financial, Ltd. Co. | 388 | $240.0K | 0.08% | −167−30.1% | Reduced |
| Alpha Cubed Investments, LLC | 386 | $240.0K | 0.02% | −10−2.5% | Reduced |
| Mirabella Financial Services LLP | 391 | $243.0K | 0.03% | +391 | New |
| Beaumont Financial Partners, LLC | 394 | $244.0K | 0.02% | +394 | New |
| Liberty One Investment Management, LLC | 393 | $245.0K | 0.04% | −19−4.6% | Reduced |
| Titus Wealth Management | 393 | $245.0K | 0.13% | +393 | New |
| Lion Street Advisors, LLC | 395 | $246.0K | 0.13% | +395 | New |
| Ingalls & Snyder LLC | 398 | $248.0K | 0.01% | +4+1.0% | Added |
| American Investment Services, Inc. | 400 | $249.0K | 0.06% | −1−0.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 400 | $249.0K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $249.0K | 0.01% | −2,151−84.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 400 | $249.0K | 0.05% | +400 | New |
| Benchmark Financial Wealth Advisors, LLC | 401 | $250.0K | 0.12% | −6−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 402 | $250.0K | 0.01% | +36+9.8% | Added |
| Newbridge Financial Services Group, Inc. | 401 | $250.0K | 0.16% | +101+33.7% | Added |
| StoneX Group Inc. | 402 | $250.0K | 0.04% | +402 | New |
| Bender Robert & Associates | 405 | $252.0K | 0.07% | +405 | New |
| Nwam LLC | 415 | $258.0K | 0.02% | +18+4.5% | Added |
| Valley National Advisers Inc | 425 | $264.0K | 0.05% | +1+0.2% | Added |
| Geller Advisors LLC | 425 | $264.0K | 0.06% | +10+2.4% | Added |
| Pinnacle Bancorp, Inc. | 424 | $264.0K | 0.11% | +20+5.0% | Added |
| Valeo Financial Advisors, LLC | 427 | $266.0K | 0.02% | +427 | New |
| Halbert Hargrove Global Advisors, LLC | 431 | $268.0K | 0.02% | +16+3.9% | Added |
| Kozak & Associates, Inc. | 394 | $269.0K | 0.16% | +394 | New |
| Cooper/Haims Advisors, LLC | 434 | $270.0K | 0.16% | −100−18.7% | Reduced |
| Keel Point, LLC | 434 | $270.0K | 0.04% | −4−0.9% | Reduced |
| Jump Financial, LLC | 435 | $270.0K | 0.02% | +435 | New |
| Highland Private Wealth Management | 444 | $276.0K | 0.04% | +59+15.3% | Added |
| McDaniel Terry & Co | 445 | $277.0K | 0.03% | −127−22.2% | Reduced |
| RKL Wealth Management LLC | 445 | $277.0K | 0.04% | +1+0.2% | Added |
| Busey Wealth Management | 445 | $277.0K | 0.01% | +445 | New |
| Beese Fulmer Investment Management, Inc. | 449 | $279.0K | 0.03% | +2+0.4% | Added |
| Evergreen Capital Management LLC | 449 | $279.0K | 0.01% | +76+20.4% | Added |
| Fortis Capital Management LLC | 450 | $280.0K | 0.16% | −1,930−81.1% | Reduced |
| Legacy Capital Partners, Inc. | 450 | $280.0K | 0.10% | +450 | New |
| Umb Bank N A | 452 | $281.0K | 0.01% | +83+22.5% | Added |
| Winthrop Advisory Group LLC | 457 | $284.0K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 456 | $284.0K | 0.10% | +24+5.6% | Added |
| Integrated Investment Consultants, LLC | 458 | $285.0K | 0.08% | +21+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 460 | $286.0K | 0.01% | +188+69.1% | Added |
| Capital Wealth Planning, LLC | 460 | $286.0K | 0.01% | +460 | New |
| EPG Wealth Management LLC | 460 | $286.0K | 0.11% | +460 | New |
| Veracity Capital LLC | 459 | $286.0K | 0.12% | +459 | New |
| Blue Barn Wealth, LLC | 460 | $286.0K | 0.25% | +460 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 464 | $289.0K | 0.12% | +464 | New |
| Holderness Investments Co | 467 | $291.0K | 0.10% | +35+8.1% | Added |
| CenterStar Asset Management, LLC | – | $292.0K | 0.23% | – | – |
| Fox Run Management, L.L.C. | 470 | $292.0K | 0.18% | +470 | New |
| Sustainable Insight Capital Management, LLC | 473 | $294.0K | 0.19% | +22+4.9% | Added |
| Sound View Wealth Advisors Group, LLC | 472 | $294.0K | 0.06% | +472 | New |
| Financial Perspectives, Inc | 474 | $295.0K | 0.15% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 475 | $295.6K | 0.20% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 475 | $296.0K | 0.23% | −50−9.5% | Reduced |
| Marietta Investment Partners LLC | 475 | $296.0K | 0.07% | +475 | New |
| Pure Financial Advisors, Inc. | 478 | $297.0K | 0.02% | −71−12.9% | Reduced |
| Opes Wealth Management LLC | 478 | $297.0K | 0.11% | 00.0% | Unchanged |
| QVR LLC | 477 | $297.0K | 0.61% | +477 | New |
| DFPG Investments, LLC | 460 | $300.0K | 0.11% | +64+16.2% | Added |
| Savant Capital, LLC | 482 | $300.0K | 0.01% | +97+25.2% | Added |
| Knightsbridge Asset Management, LLC | 484 | $301.0K | 0.11% | −100−17.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 485 | $301.0K | 0.03% | +9+1.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 435 | $301.0K | 0.12% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 485 | $302.0K | 0.09% | 00.0% | Unchanged |
| Marathon Capital Management | 484 | $302.0K | 0.07% | +484 | New |
| Cedar Brook Financial Partners, LLC | 489 | $304.0K | 0.09% | −92−15.8% | Reduced |
| Cahill Financial Advisors Inc | 489 | $304.0K | 0.06% | +4+0.8% | Added |
| Blue Chip Partners, Inc. | 488 | $304.0K | 0.04% | +488 | New |
| Salvus Wealth Management, LLC | 495 | $308.0K | 0.25% | +95+23.8% | Added |
| Smithfield Trust Co | 497 | $309.0K | 0.02% | +111+28.8% | Added |
| Woodstock Corp | 498 | $310.0K | 0.04% | −7−1.4% | Reduced |
| Personal Capital Advisors Corp | 498 | $310.0K | 0.00% | +56+12.7% | Added |
| Baldwin Brothers Inc | 500 | $311.0K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,250 | $311.0K | 0.03% | +750+150.0% | Added |
| Probity Advisors, Inc. | 503 | $313.0K | 0.06% | −1−0.2% | Reduced |
| V Wealth Advisors LLC | 504 | $314.0K | 0.05% | +20+4.1% | Added |
| Greytown Advisors Inc. | 508 | $316.0K | 0.14% | +1+0.2% | Added |
| BSW Wealth Partners | 510 | $317.0K | 0.09% | +510 | New |
| Point72 Hong Kong Ltd | 510 | $317.0K | 0.02% | +510 | New |
| Summit Financial, LLC | 510 | $317.4K | 0.03% | +510 | New |
| Intrust Bank NA | 515 | $320.0K | 0.04% | +5+1.0% | Added |
| Golden Green, Inc. | 518 | $322.0K | 0.25% | −267−34.0% | Reduced |
| Miracle Mile Advisors, LLC | 519 | $323.0K | 0.02% | +108+26.3% | Added |
| Nicholas Hoffman & Company, LLC. | 520 | $324.0K | 0.06% | +102+24.4% | Added |
| HMS Capital Management, LLC | 522 | $325.0K | 0.15% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 522 | $325.0K | 0.10% | +522 | New |
| Newman Dignan & Sheerar, Inc. | 524 | $326.0K | 0.11% | +72+15.9% | Added |
| Private Portfolio Partners LLC | 524 | $326.1K | 0.09% | +19+3.8% | Added |
| RMB Capital Management, LLC | 525 | $327.0K | 0.01% | +5+1.0% | Added |
| Little House Capital LLC | 530 | $330.0K | 0.19% | −56−9.6% | Reduced |
| Claraphi Advisory Network, LLC | 535 | $333.0K | 0.12% | −238−30.8% | Reduced |
| DC Investments Management, LLC | 538 | $335.0K | 0.62% | +538 | New |
| Meridian Wealth Advisors, LLC | 540 | $336.0K | 0.09% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 540 | $336.0K | 0.18% | +175+47.9% | Added |
| Apollon Wealth Management, LLC | 542 | $337.0K | 0.05% | +90+19.9% | Added |
| Hilltop Holdings Inc. | 542 | $337.0K | 0.04% | +542 | New |
| Equitable Holdings, Inc. | 543 | $338.0K | 0.01% | −90−14.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 543 | $338.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 497 | $338.0K | 0.02% | +86+20.9% | Added |
