| Bell Investment Advisors, Inc | 74 | $76.1K | 0.01% | +3+4.2% | Added |
| Main Street Group, LTD | 77 | $79.2K | 0.03% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 77 | $79.2K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 78 | $80.2K | 0.01% | +78 | New |
| Avondale Wealth Management | 80 | $82.2K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 79 | $83.0K | 0.01% | +7+9.7% | Added |
| Armstrong Advisory Group, Inc | 82 | $84.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $85.0K | 0.01% | −23−21.7% | Reduced |
| Beacon Capital Management, LLC | 83 | $85.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 83 | $85.3K | 0.10% | +5+6.4% | Added |
| MRP Capital Investments, LLC | 85 | $87.4K | 0.06% | −570−87.0% | Reduced |
| Pin Oak Investment Advisors Inc | 111 | $88.0K | 0.07% | −38−25.5% | Reduced |
| Byrne Asset Management LLC | 89 | $91.5K | 0.06% | – | – |
| WPG Advisers, LLC | 91 | $93.6K | 0.08% | −20−18.0% | Reduced |
| Kimelman & Baird, LLC | 91 | $93.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $95.0K | 0.01% | −19−17.1% | Reduced |
| Financial Connections Group, Inc. | 93 | $95.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 94 | $96.6K | 0.03% | −1−1.1% | Reduced |
| Colonial Trust Co | 99 | $101.3K | 0.01% | −3−2.9% | Reduced |
| Cornerstone Planning Group LLC | 113 | $102.3K | 0.02% | −7−5.8% | Reduced |
| Ramirez Asset Management, Inc. | 100 | $102.8K | 0.02% | +25+33.3% | Added |
| Vermillion Wealth Management, Inc. | 103 | $105.9K | 0.05% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 104 | $106.9K | 0.02% | −45−30.2% | Reduced |
| Garde Capital, Inc. | 105 | $107.9K | 0.01% | −15−12.5% | Reduced |
| Arlington Trust Co LLC | 106 | $109.0K | 0.02% | +3+2.9% | Added |
| Meeder Asset Management Inc | 108 | $111.0K | 0.01% | −12−10.0% | Reduced |
| Ofi Invest Asset Management | 128 | $112.1K | 0.00% | −3,736−96.7% | Reduced |
| S.A. Mason LLC | 111 | $114.1K | 0.06% | +111 | New |
| Solstein Capital, LLC | 112 | $115.1K | 0.06% | +42+60.0% | Added |
| Family Legacy Financial Solutions, LLC | 113 | $116.2K | 0.10% | +113 | New |
| Bernard Wealth Management Corp. | 115 | $118.2K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 116 | $120.6K | 0.04% | +21+22.1% | Added |
| Cito Capital Group, LLC | 123 | $126.0K | 0.04% | +70+132.1% | Added |
| Bay Harbor Wealth Management, LLC | 125 | $128.5K | 0.04% | +28+28.9% | Added |
| Hennessy Advisors Inc | 125 | $128.5K | 0.00% | +125 | New |
| Jupiter Wealth Management LLC | 150 | $129.5K | 0.07% | +150 | New |
| Medallion Wealth Advisors, LLC | 130 | $131.9K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 139 | $142.9K | 0.05% | +139 | New |
| Ameliora Wealth Management Ltd. | 142 | $146.0K | 0.05% | −22−13.4% | Reduced |
| MB, Levis & Associates, LLC | 145 | $149.1K | 0.07% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 148 | $152.2K | 0.01% | −39−20.9% | Reduced |
| EMC Capital Management | 150 | $154.0K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 154 | $157.8K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 154 | $158.3K | 0.11% | −3−1.9% | Reduced |
| ORG Partners LLC | 161 | $162.9K | 0.03% | +17+11.8% | Added |
| Western Pacific Wealth Management, LP | 159 | $163.5K | 0.16% | 00.0% | Unchanged |
| Quantbot Technologies LP | 161 | $165.5K | 0.00% | −14,094−98.9% | Reduced |
| Farmers & Merchants Investments Inc | 162 | $166.5K | 0.00% | +2+1.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 167 | $171.7K | 0.21% | +167 | New |
| Motco | 186 | $175.4K | 0.02% | +3+1.6% | Added |
| Investors Research Corp | 171 | $175.8K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 176 | $180.9K | 0.05% | +20+12.8% | Added |
| Crowley Wealth Management, Inc. | 178 | $183.0K | 0.17% | 00.0% | Unchanged |
| Addison Advisors LLC | 179 | $184.0K | 0.05% | −4−2.2% | Reduced |
| Hollencrest Capital Management | 180 | $185.1K | 0.01% | +35+24.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 238 | $189.5K | 0.07% | +238 | New |
| Hemington Wealth Management | 185 | $190.0K | 0.03% | +5+2.8% | Added |
| Rise Advisors, LLC | 186 | $191.2K | 0.08% | −22−10.6% | Reduced |
| North Capital, Inc. | 186 | $191.2K | 0.16% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 193 | $198.4K | 0.00% | 00.0% | Unchanged |
| PVG Asset Management Corp | 195 | $200.5K | 0.68% | +195 | New |
| Walter & Keenan Financial Consulting Co | 195 | $200.5K | 0.06% | +195 | New |
| Marathon Capital Management | 195 | $200.5K | 0.05% | +195 | New |
| Omnia Family Wealth, LLC | 195 | $200.5K | 0.07% | +195 | New |
| Roehl & Yi Investment Advisors, LLC | 195 | $200.5K | 0.10% | +195 | New |
| North Star Asset Management Inc | 196 | $201.5K | 0.01% | +196 | New |
| RiverFront Investment Group, LLC | 196 | $201.5K | 0.00% | +196 | New |
| Fort Sheridan Advisors LLC | 196 | $201.5K | 0.03% | +196 | New |
| PFW Advisors LLC | 196 | $201.5K | 0.06% | +196 | New |
| Walkner Condon Financial Advisors LLC | 196 | $201.5K | 0.04% | +196 | New |
| Courier Capital LLC | 197 | $202.5K | 0.01% | +197 | New |
| Center for Financial Planning, Inc. | 198 | $203.6K | 0.02% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 199 | $204.1K | 0.14% | +199 | New |
| Braun-Bostich & Associates Inc. | 199 | $204.6K | 0.14% | +199 | New |
| Merrion Investment Management Co, LLC | 200 | $205.6K | 0.13% | +200 | New |
| 1st Source Bank | 200 | $205.6K | 0.01% | +200 | New |
| Ullmann Financial Group, Inc. | 200 | $205.6K | 0.02% | +200 | New |
| Mattern Wealth Management LLC | 200 | $205.6K | 0.04% | +200 | New |
| Thrive Capital Management, LLC | 200 | $205.6K | 0.06% | +200 | New |
| Lodestar Private Asset Management LLC | 200 | $205.6K | 0.02% | +200 | New |
| Crux Wealth Advisors | 200 | $205.6K | 0.09% | +200 | New |
| Challenger Wealth Management | 200 | $205.6K | 0.14% | +200 | New |
| DiNuzzo Private Wealth, Inc. | 202 | $207.7K | 0.02% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 261 | $207.8K | 0.12% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 202 | $208.0K | 0.00% | +202 | New |
| Destination Wealth Management | 203 | $208.7K | 0.01% | +203 | New |
| Aletheian Wealth Advisors LLC | 203 | $208.7K | 0.10% | +203 | New |
| Values Added Financial LLC | 204 | $209.7K | 0.10% | +204 | New |
| B&L Asset Management LLC | 204 | $209.7K | 0.12% | +204 | New |
| Emerald Mutual Fund Advisers Trust | 205 | $210.8K | 0.01% | −10−4.7% | Reduced |
| Marion Wealth Management | 205 | $210.8K | 0.05% | +205 | New |
| Seldon Capital LP | 206 | $211.8K | 0.09% | +206 | New |
| Register Financial Advisors LLC | 206 | $211.8K | 0.09% | +206 | New |
| Union Savings Bank | 225 | $212.2K | 0.10% | 00.0% | Unchanged |
| WT Wealth Management | 207 | $212.8K | 0.06% | +207 | New |
| Five Oceans Advisors | 207 | $212.8K | 0.09% | +207 | New |
| Ingalls & Snyder LLC | 207 | $213.0K | 0.01% | +207 | New |
| Evelyn Partners Asset Management Ltd | 208 | $213.8K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 208 | $214.2K | 0.01% | +208 | New |
| Cozad Asset Management Inc | 209 | $214.9K | 0.02% | −93−30.8% | Reduced |
