| Halpern Financial, Inc. | 300 | $133.8K | 0.04% | −50−14.3% | Reduced |
| HighMark Wealth Management LLC | 300 | $133.8K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 307 | $136.9K | 0.12% | −25−7.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 319 | $142.3K | 0.03% | +3+0.9% | Added |
| Ransom Advisory, Ltd | 320 | $142.7K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 327 | $145.8K | 0.04% | +37+12.8% | Added |
| Hilltop National Bank | 329 | $146.7K | 0.05% | −1−0.3% | Reduced |
| Evermay Wealth Management LLC | 335 | $149.4K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 335 | $149.4K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 336 | $149.9K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 346 | $154.3K | 0.01% | −2−0.6% | Reduced |
| American National Bank | 356 | $158.8K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 360 | $160.6K | 0.01% | −11−3.0% | Reduced |
| First Command Advisory Services, Inc. | 376 | $167.7K | 0.00% | −52−12.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 380 | $169.5K | 0.01% | −582−60.5% | Reduced |
| Family Firm, Inc. | 389 | $173.4K | 0.04% | +389 | New |
| One River Asset Management, LLC | 390 | $173.9K | 0.09% | −9−2.3% | Reduced |
| Kelly Financial Services LLC | 399 | $177.8K | 0.06% | +16+4.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 400 | $178.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 420 | $178.7K | 0.10% | −84−16.7% | Reduced |
| Blue Chip Partners, Inc. | 418 | $186.3K | 0.02% | −17−3.9% | Reduced |
| Planning Capital Management Corp | 418 | $186.5K | 0.13% | 00.0% | Unchanged |
| Avalon Trust Co | 422 | $188.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 430 | $191.0K | 0.13% | +430 | New |
| Bank of New Hampshire | 433 | $193.1K | 0.05% | 00.0% | Unchanged |
| Natixis Investment Managers International | 434 | $193.6K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 443 | $197.6K | 0.13% | +2+0.5% | Added |
| Diversified Portfolios, Inc. | 449 | $200.3K | 0.03% | +449 | New |
| Enterprise Financial Services Corp | 450 | $200.7K | 0.12% | +450 | New |
| Gitterman Wealth Management, LLC | 451 | $201.1K | 0.08% | +451 | New |
| Systematic Alpha Investments, LLC | 452 | $201.6K | 0.01% | +452 | New |
| Eagle Bay Advisors LLC | 453 | $202.0K | 0.12% | −164−26.6% | Reduced |
| Chapin Davis, Inc. | 453 | $202.0K | 0.07% | −50−9.9% | Reduced |
| Nicolet Bankshares Inc | 453 | $202.0K | 0.05% | +453 | New |
| Fundamentun, LLC | 453 | $202.1K | 0.02% | +453 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 456 | $203.4K | 0.06% | +37+8.8% | Added |
| LVZ Advisors, Inc. | 456 | $203.4K | 0.03% | +456 | New |
| Gerber Kawasaki Wealth & Investment Management | 458 | $204.3K | 0.01% | +458 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 458 | $204.3K | 0.14% | +458 | New |
| Laffer Tengler Investments | 462 | $206.1K | 0.04% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 462 | $206.1K | 0.01% | +462 | New |
| Corton Capital Inc. | 462 | $206.1K | 0.11% | +462 | New |
| Wynn Capital, LLC | 464 | $206.9K | 0.15% | +464 | New |
| Leonteq Securities AG | 465 | $207.4K | 0.03% | −302−39.4% | Reduced |
| True North Advisors, LLC | 465 | $207.4K | 0.06% | −22−4.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 466 | $207.6K | 0.13% | +466 | New |
| Avantax Planning Partners, Inc. | 466 | $207.8K | 0.01% | +466 | New |
| Canal Capital Management, LLC | 469 | $209.2K | 0.04% | +469 | New |
| Hendershot Investments Inc. | 470 | $209.6K | 0.03% | 00.0% | Unchanged |
| Single Point Partners, LLC | 470 | $210.0K | 0.36% | −5−1.1% | Reduced |
| Aveo Capital Partners, LLC | 473 | $211.0K | 0.02% | −35−6.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 474 | $211.4K | 0.07% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 475 | $212.2K | 0.00% | +475 | New |
| Washington Trust Bank | 476 | $212.3K | 0.02% | −43−8.3% | Reduced |
| West Bancorporation Inc | 477 | $212.7K | 0.16% | −5−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 477 | $212.7K | 0.03% | +477 | New |
| Smith Anglin Financial, LLC | 477 | $212.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 441 | $213.5K | 0.01% | +7+1.6% | Added |
| MONECO Advisors, LLC | 481 | $214.4K | 0.03% | +481 | New |
| Paragon Private Wealth Management, LLC | 481 | $214.5K | 0.12% | +481 | New |
| Tandem Capital Management Corp | 475 | $215.3K | 0.12% | +475 | New |
| Hyperion Partners, LLC | 484 | $215.9K | 0.15% | +484 | New |
| Hengehold Capital Management LLC | 486 | $216.8K | 0.02% | +4+0.8% | Added |
| Scissortail Wealth Management, LLC | 486 | $216.9K | 0.06% | +486 | New |
| Grant/GrossMendelsohn, LLC | 490 | $218.5K | 0.10% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 490 | $218.5K | 0.03% | +490 | New |
| Trust Co of Toledo NA | 491 | $219.0K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 495 | $220.8K | 0.09% | +495 | New |
| MGB Wealth Management, LLC | 463 | $220.9K | 0.08% | +463 | New |
| Stratos Wealth Advisors, LLC | 495 | $221.1K | 0.01% | −499−50.2% | Reduced |
| Sunpointe, LLC | 498 | $222.1K | 0.14% | +498 | New |
| Traphagen Investment Advisors LLC | 500 | $223.0K | 0.02% | −155−23.7% | Reduced |
| Rock Point Advisors, LLC | 500 | $223.0K | 0.07% | −75−13.0% | Reduced |
| Aurora Private Wealth, Inc. | 500 | $223.0K | 0.20% | 00.0% | Unchanged |
| TradeLink Capital LLC | 500 | $223.0K | 0.64% | +500 | New |
| Ipswich Investment Management Co., Inc. | 501 | $223.4K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 503 | $224.0K | 0.04% | +503 | New |
| Grimes & Company, Inc. | 502 | $224.1K | 0.01% | −10−2.0% | Reduced |
| GGM Financials LLC | 504 | $224.9K | 0.21% | +504 | New |
| SFMG, LLC | 507 | $226.1K | 0.02% | −1−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 510 | $227.0K | 0.02% | +510 | New |
| Moody Aldrich Partners LLC | 509 | $227.0K | 0.04% | +3+0.6% | Added |
| Bragg Financial Advisors, Inc | 511 | $227.9K | 0.01% | −8−1.5% | Reduced |
| MGO Private Wealth, LLC | 511 | $227.9K | 0.14% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 511 | $227.9K | 0.02% | +37+7.8% | Added |
| Five Oceans Advisors | 512 | $228.4K | 0.12% | −5−1.0% | Reduced |
| Independent Wealth Network Inc. | 512 | $228.4K | 0.11% | +18+3.6% | Added |
| Callan Family Office, LLC | 513 | $228.8K | 0.04% | +513 | New |
| Pinnacle Bancorp, Inc. | 514 | $229.2K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 514 | $229.2K | 0.03% | +514 | New |
| McDaniel Terry & Co | 515 | $230.0K | 0.02% | −75−12.7% | Reduced |
| Covestor Ltd | 516 | $230.0K | 0.15% | +29+6.0% | Added |
| New Republic Capital, LLC | 518 | $231.1K | 0.12% | +20+4.0% | Added |
| Stephens Investment Management Group LLC | 519 | $231.5K | 0.00% | +10+2.0% | Added |
| Financial Perspectives, Inc | 519 | $231.6K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 519 | $231.6K | 0.02% | −33−6.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 525 | $234.3K | 0.02% | −22−4.0% | Reduced |
| Silver Lake Advisory, LLC | 528 | $235.6K | 0.11% | −24−4.3% | Reduced |
| Deseret Mutual Benefit Administrators | 529 | $235.9K | 0.11% | −60−10.2% | Reduced |
| Great Valley Advisor Group, Inc. | 529 | $236.1K | 0.01% | −7−1.3% | Reduced |
