| Halpern Financial, Inc. | 350 | $150.5K | 0.05% | 00.0% | Unchanged |
| Natixis Investment Managers International | 343 | $151.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 345 | $152.0K | 0.01% | +40+13.1% | Added |
| Osterweis Capital Management Inc | 346 | $152.4K | 0.01% | +11+3.3% | Added |
| Tobam | 350 | $154.0K | 0.01% | +343+4,900.0% | Added |
| American National Bank | 356 | $156.8K | 0.02% | −12−3.3% | Reduced |
| Leonteq Securities AG | 361 | $159.0K | 0.02% | −208−36.6% | Reduced |
| Blue Chip Partners, Inc. | 366 | $161.0K | 0.02% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 367 | $161.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 372 | $164.1K | 0.02% | +32+9.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 380 | $168.0K | 0.08% | −20−5.0% | Reduced |
| Planning Capital Management Corp | 397 | $174.9K | 0.14% | +397 | New |
| Hamilton Capital Partners Inc. | 400 | $176.2K | 0.04% | +400 | New |
| Covestor Ltd | 401 | $177.0K | 0.12% | +58+16.9% | Added |
| Princeton Global Asset Management LLC | 408 | $179.7K | 0.05% | +8+2.0% | Added |
| Kelly Financial Services LLC | 408 | $179.8K | 0.07% | +26+6.8% | Added |
| Avalon Trust Co | 422 | $185.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 432 | $190.3K | 0.08% | +46+11.9% | Added |
| Glassman Wealth Services | 433 | $190.7K | 0.03% | +29+7.2% | Added |
| Rothschild Investment LLC | 434 | $191.2K | 0.02% | +434 | New |
| SYSTM Wealth Solutions LLC | 437 | $192.5K | 0.03% | +437 | New |
| General Partner, Inc. | 441 | $193.3K | 0.16% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 447 | $196.9K | 0.18% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 452 | $199.1K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 455 | $200.4K | 0.03% | +455 | New |
| LVZ Advisors, Inc. | 456 | $200.9K | 0.03% | +456 | New |
| Bragg Financial Advisors, Inc | 457 | $201.3K | 0.01% | +457 | New |
| J.W. Cole Advisors, Inc. | 457 | $201.4K | 0.01% | +457 | New |
| Gerber Kawasaki Wealth & Investment Management | 458 | $201.8K | 0.01% | +458 | New |
| Sigma Investment Counselors Inc | 458 | $201.8K | 0.01% | −108−19.1% | Reduced |
| Moloney Securities Asset Management, LLC | 460 | $202.6K | 0.03% | +460 | New |
| Interchange Capital Partners, LLC | 467 | $204.8K | 0.15% | −82−14.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 466 | $205.1K | 0.14% | +466 | New |
| Koss-Olinger Consulting, LLC | 467 | $206.0K | 0.02% | +467 | New |
| Ewa, LLC | 454 | $206.3K | 0.10% | +454 | New |
| Hyperion Partners, LLC | 469 | $206.6K | 0.16% | +469 | New |
| Hendershot Investments Inc. | 470 | $207.0K | 0.03% | −29−5.8% | Reduced |
| Bank of New Hampshire | 473 | $208.4K | 0.06% | 00.0% | Unchanged |
| Wynn Capital, LLC | 473 | $208.4K | 0.17% | +473 | New |
| Single Point Partners, LLC | 475 | $209.0K | 0.05% | +475 | New |
| Two Sigma Securities, LLC | 476 | $209.7K | 0.01% | −3,060−86.5% | Reduced |
| Coastal Investment Advisors, Inc. | 476 | $209.9K | 0.05% | +476 | New |
| Callan Family Office, LLC | 477 | $210.1K | 0.05% | +477 | New |
| International Assets Investment Management, LLC | 480 | $211.4K | 0.03% | −77−13.8% | Reduced |
| Sunpointe, LLC | 482 | $212.3K | 0.27% | +482 | New |
| D'Orazio & Associates, Inc. | 483 | $212.6K | 0.04% | −84−14.8% | Reduced |
| Smith Anglin Financial, LLC | 483 | $212.8K | 0.02% | +483 | New |
| Red Door Wealth Management, LLC | 485 | $213.7K | 0.05% | −91−15.8% | Reduced |
| Hengehold Capital Management LLC | 485 | $213.7K | 0.03% | +485 | New |
| Arete Wealth Advisors, LLC | 485 | $213.8K | 0.02% | +485 | New |
| Cottonwood Capital Advisors, LLC | 488 | $215.0K | 0.18% | +488 | New |
| Laffer Tengler Investments | 489 | $215.4K | 0.06% | +27+5.8% | Added |
| Aveo Capital Partners, LLC | 489 | $215.4K | 0.03% | +489 | New |
| Scissortail Wealth Management, LLC | 482 | $216.7K | 0.07% | +482 | New |
| New Republic Capital, LLC | 492 | $216.8K | 0.15% | +492 | New |
| Aviso Wealth Management | 492 | $216.8K | 0.16% | +492 | New |
| Personal Cfo Solutions, LLC | 492 | $217.0K | 0.04% | +492 | New |
| Fermata Advisors, LLC | 493 | $217.2K | 0.05% | −86−14.9% | Reduced |
| Montecito Bank & Trust | 498 | $219.4K | 0.05% | +498 | New |
| 180 Wealth Advisors, LLC | 504 | $219.9K | 0.04% | +504 | New |
| Aurora Private Wealth, Inc. | 500 | $220.0K | 0.21% | +500 | New |
| Wulff, Hansen & Co. | 500 | $220.3K | 0.24% | +500 | New |
| Marco Investment Management LLC | 500 | $220.3K | 0.02% | +500 | New |
| Hill Investment Group Partners, LLC | 500 | $220.3K | 0.03% | +500 | New |
| Veritas Investment Partners (UK) Ltd. | 500 | $220.3K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 501 | $220.7K | 0.00% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 501 | $220.7K | 0.06% | +501 | New |
| Chapin Davis, Inc. | 503 | $221.6K | 0.09% | +503 | New |
| Meeder Asset Management Inc | 503 | $221.6K | 0.02% | +503 | New |
| Key Financial Inc | 506 | $222.9K | 0.06% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 506 | $222.9K | 0.06% | +506 | New |
| Wetzel Investment Advisors, Inc. | 510 | $225.0K | 0.14% | +510 | New |
| Worth Financial Advisory Group, LLC | 511 | $225.1K | 0.18% | +511 | New |
| SFMG, LLC | 514 | $226.2K | 0.02% | −61−10.6% | Reduced |
| Pinnacle Bancorp, Inc. | 514 | $226.4K | 0.07% | +37+7.8% | Added |
| McDaniel Terry & Co | 515 | $227.0K | 0.02% | +515 | New |
| Thrive Capital Management, LLC | 517 | $227.7K | 0.12% | +517 | New |
| Five Oceans Advisors | 517 | $227.7K | 0.13% | +517 | New |
| StoneX Group Inc. | 517 | $227.8K | 0.02% | −300−36.7% | Reduced |
| Eagle Asset Management Inc | 518 | $228.2K | 0.00% | +518 | New |
| XML Financial, LLC | 518 | $228.2K | 0.02% | +518 | New |
| Deseret Mutual Benefit Administrators | 520 | $229.1K | 0.13% | −214−29.2% | Reduced |
| Financial Perspectives, Inc | 520 | $229.2K | 0.09% | +1+0.2% | Added |
| Concord Asset Management, LLC | 521 | $229.6K | 0.07% | −972−65.1% | Reduced |
| Principal Street Partners, LLC | 529 | $232.9K | 0.06% | +529 | New |
| Values First Advisors, Inc. | 530 | $233.4K | 0.14% | +530 | New |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $233.9K | 0.00% | +531 | New |
| Fulton Breakefield Broenniman LLC | 533 | $234.8K | 0.02% | −50−8.6% | Reduced |
| Sapient Capital LLC | 534 | $235.2K | 0.01% | +534 | New |
| Grimes & Company, Inc. | 541 | $238.3K | 0.01% | +541 | New |
| RSM US Wealth Management LLC | 542 | $238.8K | 0.01% | +542 | New |
| Ethos Financial Group, LLC | 543 | $239.0K | 0.05% | +543 | New |
| Cidel Asset Management Inc | 544 | $239.6K | 0.01% | +544 | New |
| Bouchey Financial Group Ltd | 548 | $241.4K | 0.03% | −3−0.5% | Reduced |
| Financial Alternatives, Inc | 548 | $241.4K | 0.20% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 548 | $241.4K | 0.13% | +548 | New |
| Advus Financial Partners, LLC | 549 | $241.8K | 0.08% | +549 | New |
| Journey Strategic Wealth LLC | 551 | $242.7K | 0.01% | −110−16.6% | Reduced |
| Shufro Rose & Co LLC | 667 | $243.7K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 556 | $245.1K | 0.03% | +556 | New |
