| Kelsey Financial, LLC | 802 | $206.1K | 0.18% | +802 | New |
| Harding Loevner LP | 809 | $207.9K | 0.00% | +809 | New |
| King Wealth | 810 | $208.0K | 0.03% | +810 | New |
| D'Orazio & Associates, Inc. | 812 | $208.7K | 0.03% | +812 | New |
| Wealth Alliance | 815 | $209.4K | 0.02% | −331−28.9% | Reduced |
| Xxi Wealth, LLC | 815 | $209.4K | 0.13% | +815 | New |
| Prelude Capital Management, LLC | 816 | $209.7K | 0.02% | −871−51.6% | Reduced |
| Hamilton Capital, LLC | 816 | $209.7K | 0.01% | +816 | New |
| Eaton Financial Holdings Company, LLC | 818 | $210.2K | 0.06% | +818 | New |
| Avenue 1 Advisors, LLC | 820 | $210.7K | 0.06% | +820 | New |
| New Insight Wealth Advisors | 820 | $210.7K | 0.08% | +820 | New |
| Causey Wealth LLC | 822 | $211.1K | 0.10% | +822 | New |
| Rakuten Securities, Inc. | 822 | $211.2K | 0.07% | +104+14.5% | Added |
| Laurel Wealth Advisors LLC | 823 | $211.5K | 0.03% | +823 | New |
| Baker Tilly Wealth Management, LLC | 823 | $211.5K | 0.05% | −387−32.0% | Reduced |
| Chesapeake Wealth Management | 827 | $212.5K | 0.06% | +827 | New |
| First County Bank | 827 | $212.5K | 0.11% | +827 | New |
| Per Stirling Capital Management, LLC. | 827 | $212.6K | 0.02% | +827 | New |
| Rockland Trust Co | 830 | $213.3K | 0.01% | +830 | New |
| Sutton Place Investors LLC | 830 | $213.3K | 0.12% | +830 | New |
| Winebrenner Capital Management LLC | 830 | $213.3K | 0.14% | +830 | New |
| Waterfront Wealth Inc. | 669 | $213.5K | 0.04% | +669 | New |
| Trust Co of Toledo NA | 831 | $213.6K | 0.02% | −100−10.7% | Reduced |
| Gradient Capital Advisors, LLC | 832 | $213.8K | 0.06% | +832 | New |
| Murphy & Mullick Capital Management Corp | 834 | $214.3K | 0.15% | +3+0.4% | Added |
| Abundance Wealth Counselors | 834 | $214.3K | 0.04% | +834 | New |
| Center for Financial Planning, Inc. | 834 | $214.3K | 0.02% | 00.0% | Unchanged |
| Parsonex Advisory Services, Inc. | 838 | $215.4K | 0.14% | +838 | New |
| TFB Advisors LLC | 838 | $215.4K | 0.06% | −102−10.9% | Reduced |
| Washington Trust Bank | 844 | $216.9K | 0.02% | +844 | New |
| American Financial Advisors, LLC | 846 | $217.5K | 0.03% | +846 | New |
| Steigerwald, Gordon & Koch Inc. | 850 | $218.4K | 0.02% | +51+6.4% | Added |
| Archvest Wealth Advisors, Inc. | 852 | $219.1K | 0.14% | +852 | New |
| CNB Bank | 853 | $219.2K | 0.09% | −240−22.0% | Reduced |
| Cora Capital Advisors LLC | 854 | $219.4K | 0.09% | +854 | New |
| IPG Investment Advisors LLC | 855 | $219.7K | 0.04% | −9,475−91.7% | Reduced |
| Jeppson Wealth Management, LLC | 855 | $219.7K | 0.07% | +855 | New |
| Riverchase Wealth Management, LLC | 855 | $219.8K | 0.12% | +855 | New |
| Convergence Financial, LLC | 859 | $220.8K | 0.03% | +859 | New |
| Legacy Edge Advisors, LLC | 860 | $221.0K | 0.02% | +860 | New |
| Advance Capital Management, Inc. | 865 | $222.4K | 0.01% | +865 | New |
| Tenzing Financial LLC | 866 | $222.5K | 0.18% | +866 | New |
| Midland Wealth Advisors LLC | 866 | $222.6K | 0.01% | +866 | New |
| Ruggaard & Associates LLC | 873 | $224.4K | 0.09% | +873 | New |
| Game Creek Capital, LP | 875 | $224.9K | 0.09% | +875 | New |
| TruWealth Advisors, LLC | 875 | $224.9K | 0.01% | +875 | New |
| Intrua Financial, LLC | 875 | $225.0K | 0.02% | −213−19.6% | Reduced |
| First Pacific Financial | 877 | $225.4K | 0.03% | −126−12.6% | Reduced |
| Garden State Investment Advisory Services LLC | 876 | $225.9K | 0.05% | −270−23.6% | Reduced |
| Weatherly Asset Management L. P. | 881 | $226.4K | 0.02% | +881 | New |
| Elyxium Wealth, LLC | 881 | $226.4K | 0.06% | +881 | New |
| Second Line Capital, LLC | 882 | $226.7K | 0.05% | +882 | New |
| Commonwealth Financial Services, LLC | 883 | $226.9K | 0.04% | −285−24.4% | Reduced |
| Nixon Peabody Trust Co | 883 | $226.9K | 0.02% | −200−18.5% | Reduced |
| Excelsior Advisor Network LLC | 883 | $226.9K | 0.11% | +883 | New |
| Adapt Wealth Advisors, LLC | 884 | $227.2K | 0.08% | +884 | New |
| Tudor Financial Inc. | 885 | $227.4K | 0.12% | +885 | New |
| Asahi Life Asset Management Co., Ltd. | 887 | $227.9K | 0.13% | +887 | New |
| Principal Street Partners, LLC | 888 | $228.2K | 0.04% | +888 | New |
| Becker Capital Management Inc | 891 | $229.0K | 0.01% | +891 | New |
| GK Wealth Management LLC | 893 | $229.4K | 0.17% | −451−33.6% | Reduced |
| Andina Capital Management, LLC | 893 | $229.5K | 0.14% | −162−15.4% | Reduced |
| MTM Financial Group, LLC | 895 | $230.0K | 0.11% | +895 | New |
| Capital Squared Financial LLC | 897 | $230.5K | 0.18% | +897 | New |
| Sepio Capital, LP | 897 | $230.5K | 0.01% | +897 | New |
| Register Financial Advisors LLC | 898 | $230.8K | 0.09% | +898 | New |
| Garde Capital, Inc. | 898 | $230.8K | 0.01% | +898 | New |
| GW&K Investment Management, LLC | 897 | $231.0K | 0.00% | +34+3.9% | Added |
| Kera Capital Partners, Inc. | 717 | $231.1K | 0.03% | +717 | New |
| Nicolet Bankshares Inc | 900 | $231.3K | 0.04% | −900−50.0% | Reduced |
| Lee Financial Co | 900 | $231.3K | 0.03% | −500−35.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 901 | $231.7K | 0.00% | +901 | New |
| Winthrop Capital Management, LLC | 904 | $232.0K | 0.05% | +904 | New |
| GW Henssler & Associates Ltd | 903 | $232.1K | 0.01% | +903 | New |
| Wealth Alliance Advisory Group, LLC | 903 | $232.1K | 0.04% | +903 | New |
| Acorn Financial Advisory Services Inc | 904 | $232.3K | 0.03% | +904 | New |
| Altar Rock LLC | 905 | $232.6K | 0.28% | +905 | New |
| Blue Fin Capital, Inc. | 906 | $232.8K | 0.04% | +906 | New |
| Tenon Financial LLC | 910 | $233.9K | 0.10% | +910 | New |
| Capula Management Ltd | 914 | $234.9K | 0.00% | −508,999−99.8% | Reduced |
| Adell Harriman & Carpenter Inc | 914 | $234.9K | 0.01% | +914 | New |
| Hanson & Doremus Investment Management | 916 | $235.0K | 0.03% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 915 | $235.1K | 0.08% | −123−11.8% | Reduced |
| Omnia Family Wealth, LLC | 915 | $235.1K | 0.07% | +915 | New |
| Wealthedge Investment Advisors, LLC | 916 | $235.4K | 0.09% | +916 | New |
| Elgethun Capital Management | 918 | $235.9K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 920 | $236.4K | 0.01% | +920 | New |
| Moody Lynn & Lieberson, LLC | 921 | $236.7K | 0.01% | +921 | New |
| Canvas Wealth Advisors, LLC | 924 | $237.5K | 0.04% | −533−36.6% | Reduced |
| LifeSteps Financial, Inc. | 924 | $237.5K | 0.15% | −196−17.5% | Reduced |
| Asset Dedication, LLC | 924 | $237.5K | 0.02% | +501+118.4% | Added |
| Essential Investment Partners LLC | 924 | $237.5K | 0.22% | +924 | New |
| Independent Wealth Network Inc. | 924 | $237.5K | 0.07% | +924 | New |
| Central Valley Advisors, LLC | 925 | $237.7K | 0.07% | +925 | New |
| Stirlingshire Investments, Inc. | 927 | $238.3K | 0.21% | +927 | New |
| Heritage Wealth Management, Inc. | 928 | $238.5K | 0.07% | +928 | New |
| Secure Asset Management, LLC | 928 | $238.6K | 0.04% | +928 | New |
| Avise Financial Cooperative, Inc. | 931 | $239.3K | 0.22% | +931 | New |
| Old North State Trust, LLC | 932 | $240.0K | 0.14% | +932 | New |
| Westfield Capital Management Co LP | 936 | $240.5K | 0.00% | +936 | New |
