| Lenox Wealth Advisors, LLC | 330 | $214.0K | 0.03% | −225−40.5% | Reduced |
| Nichols & Pratt Advisers LLP | 330 | $214.0K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 332 | $216.0K | 0.12% | −141−29.8% | Reduced |
| Alphasimplex Group, LLC | 335 | $217.0K | 0.37% | −236−41.3% | Reduced |
| Golden Green, Inc. | 338 | $219.0K | 0.18% | −180−34.7% | Reduced |
| SignalPoint Asset Management, LLC | 338 | $219.0K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 337 | $219.0K | 0.17% | +337 | New |
| Lantz Financial LLC | 339 | $220.0K | 0.10% | −21−5.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 342 | $222.0K | 0.18% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 343 | $222.6K | 0.03% | +12+3.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 345 | $224.0K | 0.02% | −198−36.5% | Reduced |
| Legacy Capital Partners, Inc. | 350 | $227.0K | 0.07% | −100−22.2% | Reduced |
| Beaumont Financial Partners, LLC | 349 | $227.0K | 0.02% | −45−11.4% | Reduced |
| First Personal Financial Services | 350 | $227.0K | 0.05% | −25−6.7% | Reduced |
| Sargent Bickham Lagudis LLC | 350 | $227.0K | 0.02% | +15+4.5% | Added |
| Summit Wealth Group, LLC | 352 | $228.0K | 0.26% | −3−0.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 352 | $228.0K | 0.10% | +96+37.5% | Added |
| Titus Wealth Management | 353 | $229.0K | 0.10% | −40−10.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 355 | $230.0K | 0.03% | −5,645−94.1% | Reduced |
| Valeo Financial Advisors, LLC | 356 | $231.0K | 0.01% | −71−16.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 357 | $231.0K | 0.02% | +1+0.3% | Added |
| Financial Architects, Inc | 357 | $232.0K | 0.03% | −224−38.6% | Reduced |
| PDS Planning, Inc | 358 | $232.0K | 0.04% | −10−2.7% | Reduced |
| FRG Family Wealth Advisors LLC | 358 | $232.0K | 0.04% | +33+10.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 394 | $232.0K | 0.15% | +394 | New |
| Champlain Investment Partners, LLC | 360 | $234.0K | 0.00% | −158,889−99.8% | Reduced |
| Diligent Investors, LLC | 360 | $234.0K | 0.07% | +360 | New |
| Redwood Investment Management, LLC | 361 | $234.0K | 0.03% | +361 | New |
| Fort Point Capital Partners LLC | 363 | $236.0K | 0.03% | −1−0.3% | Reduced |
| Yorktown Management & Research Co Inc | 364 | $236.0K | 0.16% | +364 | New |
| ASB Consultores, LLC | 364 | $236.0K | 0.12% | +364 | New |
| Colonial River Wealth Management, LLC | 365 | $237.0K | 0.13% | −2,967−89.0% | Reduced |
| PFG Advisors | 365 | $237.0K | 0.02% | +28+8.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 367 | $238.0K | 0.02% | −64−14.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 368 | $239.0K | 0.19% | +368 | New |
| Ropes Wealth Advisors LLC | 370 | $240.0K | 0.04% | +370 | New |
| Childress Capital Advisors, LLC | 371 | $241.0K | 0.10% | +4+1.1% | Added |
| Wedge Capital Management L L P | 371 | $241.0K | 0.00% | +20+5.7% | Added |
| DFPG Investments, LLC | 471 | $243.0K | 0.10% | +11+2.4% | Added |
| Conway Capital Management, Inc. | 375 | $243.4K | 0.14% | −100−21.1% | Reduced |
| Vantage Consulting Group Inc | 378 | $245.0K | 0.07% | +378 | New |
| Syntax Advisors, LLC | 378 | $245.0K | 0.18% | +378 | New |
| Burns Matteson Capital Management, LLC | 379 | $246.0K | 0.17% | −2−0.5% | Reduced |
| Am Investment Strategies LLC | 382 | $248.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 382 | $248.0K | 0.05% | +382 | New |
| Mason Investment Advisory Services, Inc. | 383 | $248.6K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 494 | $251.0K | 0.03% | −49−9.0% | Reduced |
| Gouws Capital LLC | 386 | $251.0K | 0.20% | +386 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 510 | $252.0K | 0.11% | +75+17.2% | Added |
| Bender Robert & Associates | 405 | $252.0K | 0.07% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 393 | $252.0K | 0.12% | −2−0.5% | Reduced |
| Jump Financial, LLC | 390 | $253.0K | 0.02% | −45−10.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 390 | $253.0K | 0.06% | +34+9.6% | Added |
| Guardian Wealth Advisors, LLC | 389 | $253.0K | 0.11% | +389 | New |
| Benchmark Financial Wealth Advisors, LLC | 391 | $254.0K | 0.11% | −10−2.5% | Reduced |
| Level Four Advisory Services, LLC | 392 | $254.0K | 0.02% | +7+1.8% | Added |
| Ingalls & Snyder LLC | 395 | $256.0K | 0.01% | −3−0.8% | Reduced |
| Titleist Asset Management, Ltd. | 398 | $258.0K | 0.05% | +398 | New |
| American Investment Services, Inc. | 400 | $260.0K | 0.06% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 400 | $260.0K | 0.07% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 400 | $260.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 401 | $260.0K | 0.06% | +72+21.9% | Added |
| Dorsey & Whitney Trust CO LLC | 403 | $261.0K | 0.02% | +403 | New |
| Yarger Wealth Strategies, LLC | 402 | $261.0K | 0.28% | +402 | New |
| CenterBook Partners LP | 405 | $263.0K | 0.15% | +405 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 408 | $265.0K | 0.01% | +6+1.5% | Added |
| Wealthsource Partners, LLC | 409 | $265.0K | 0.02% | +409 | New |
| Angeles Investment Advisors, LLC | 413 | $268.0K | 0.01% | +413 | New |
| Pinnacle Bancorp, Inc. | 424 | $275.0K | 0.10% | 00.0% | Unchanged |
| Knuff & Co LLC | 425 | $276.0K | 0.09% | −225−34.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 425 | $276.0K | 0.14% | −115−21.3% | Reduced |
| Geller Advisors LLC | 426 | $277.0K | 0.05% | +1+0.2% | Added |
| Alpha Cubed Investments, LLC | 427 | $277.0K | 0.02% | +41+10.6% | Added |
| Golden State Wealth Management, LLC | 428 | $278.0K | 0.05% | +86+25.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 430 | $279.0K | 0.19% | −2,420−84.9% | Reduced |
| StoneX Group Inc. | 431 | $279.8K | 0.03% | +29+7.2% | Added |
| Cooper/Haims Advisors, LLC | 434 | $282.0K | 0.17% | 00.0% | Unchanged |
| West Bancorporation Inc | 435 | $282.0K | 0.22% | +435 | New |
| Aigen Investment Management, LP | 459 | $283.0K | 0.02% | +459 | New |
| Chicago Partners Investment Group LLC | 495 | $287.0K | 0.02% | −2−0.4% | Reduced |
| RKL Wealth Management LLC | 445 | $289.0K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 444 | $289.0K | 0.00% | +444 | New |
| Blue Barn Wealth, LLC | 449 | $291.0K | 0.20% | −11−2.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 449 | $291.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 453 | $294.0K | 0.06% | +453 | New |
| Capital Advisors Inc | 457 | $297.0K | 0.01% | −95−17.2% | Reduced |
| Winthrop Advisory Group LLC | 457 | $297.0K | 0.06% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 460 | $298.6K | 0.07% | +460 | New |
| Orrstown Financial Services Inc | 522 | $299.0K | 0.46% | +522 | New |
| Congress Wealth Management LLC | 460 | $299.0K | 0.01% | +460 | New |
| Newman Dignan & Sheerar, Inc. | 465 | $302.0K | 0.09% | −59−11.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 466 | $302.0K | 0.03% | −19−3.9% | Reduced |
| Integrated Investment Consultants, LLC | 466 | $302.0K | 0.08% | +8+1.7% | Added |
| Carroll Financial Associates, Inc. | 457 | $303.0K | 0.02% | −156−25.4% | Reduced |
| Holderness Investments Co | 467 | $303.0K | 0.09% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 467 | $303.0K | 0.11% | +7+1.5% | Added |
| Moors & Cabot, Inc. | 469 | $304.0K | 0.02% | +123+35.5% | Added |
| Financial Perspectives, Inc | 474 | $307.7K | 0.15% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 475 | $308.0K | 0.06% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 475 | $308.0K | 0.22% | 00.0% | Unchanged |
