| Per Stirling Capital Management, LLC. | 670 | $237.6K | 0.02% | +670 | New |
| Peapack Gladstone Financial Corp | 672 | $238.0K | 0.00% | +672 | New |
| Avant Capital LLC | 674 | $239.0K | 0.15% | +674 | New |
| Aviva PLC | 675 | $239.3K | 0.00% | +675 | New |
| Accredited Investors Inc. | 679 | $240.8K | 0.01% | +679 | New |
| Andrews Advisory Associates, LLC | 690 | $244.7K | 0.12% | +690 | New |
| Roberts Wealth Advisors, LLC | 699 | $247.8K | 0.06% | +699 | New |
| BFSG, LLC | 700 | $248.2K | 0.02% | 00.0% | Unchanged |
| Evansbrook LLC | 700 | $248.2K | 0.15% | +700 | New |
| Jacobs Equity LLC | 700 | $248.2K | 0.17% | +700 | New |
| Comprehensive Financial Planning, Inc. | 701 | $248.6K | 0.13% | +1+0.1% | Added |
| New Hampshire Trust | 707 | $250.7K | 0.05% | +707 | New |
| CVFG LLC | 707 | $250.7K | 0.03% | +707 | New |
| Stiles Financial Services Inc | 710 | $251.7K | 0.06% | +710 | New |
| SeaCrest Wealth Management, LLC | 713 | $252.8K | 0.03% | +713 | New |
| Apollon Financial, LLC | 718 | $254.6K | 0.03% | +718 | New |
| Courier Capital LLC | 730 | $258.8K | 0.01% | +730 | New |
| Stronghold Wealth Management L.L.C. | 736 | $261.0K | 0.35% | +736 | New |
| Greenwich Wealth Management LLC | 735 | $261.0K | 0.01% | +735 | New |
| Dynamic Advisor Solutions LLC | 740 | $262.5K | 0.01% | +740 | New |
| Westside Investment Management, Inc. | 750 | $265.9K | 0.03% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 751 | $266.3K | 0.07% | +751 | New |
| GeoWealth Management, LLC | 754 | $266.9K | 0.01% | +754 | New |
| Visionary Wealth Advisors | 762 | $270.2K | 0.01% | +762 | New |
| MCF Advisors LLC | 764 | $270.9K | 0.01% | +80+11.7% | Added |
| Nwam LLC | 767 | $272.0K | 0.01% | −935−54.9% | Reduced |
| Smith Shellnut Wilson LLC | 771 | $273.4K | 0.10% | +771 | New |
| Victory Financial Group, LLC | 772 | $273.7K | 0.03% | +772 | New |
| First Bank & Trust | 773 | $274.1K | 0.04% | +773 | New |
| Leavell Investment Management, Inc. | 775 | $274.8K | 0.01% | +775 | New |
| Atlantic Union Bankshares Corp | 775 | $274.8K | 0.00% | +80+11.5% | Added |
| Benjamin Edwards Inc | 781 | $276.9K | 0.00% | +781 | New |
| Acorn Wealth Advisors, LLC | 790 | $280.1K | 0.07% | +790 | New |
| Victrix Investment Advisors | 796 | $282.2K | 0.12% | +796 | New |
| Chicago Partners Investment Group LLC | 999 | $282.8K | 0.01% | −833−45.5% | Reduced |
| Carson Advisory Inc. | 800 | $283.7K | 0.13% | +800 | New |
| Aspen Investment Management Inc | 805 | $285.0K | 0.08% | +805 | New |
| Verus Capital Partners, LLC | 805 | $285.4K | 0.02% | +805 | New |
| Jeppson Wealth Management, LLC | 806 | $285.8K | 0.08% | +806 | New |
| Royal Fund Management, LLC | 809 | $286.8K | 0.02% | −37,535−97.9% | Reduced |
| STG Securities, LLC | 815 | $289.0K | 0.31% | +815 | New |
| Vertrix Wealth Management, LLC | 823 | $291.8K | 0.10% | +823 | New |
| Gsa Capital Partners LLP | 837 | $297.0K | 0.02% | +837 | New |
| SHP Wealth Management | 839 | $297.4K | 0.02% | +218+35.1% | Added |
| Steel Peak Wealth Management LLC | 839 | $297.4K | 0.01% | −1,273−60.3% | Reduced |
| Spire Wealth Management | 845 | $299.6K | 0.01% | −355−29.6% | Reduced |
| Forefront Wealth Partners, LLC | 846 | $300.0K | 0.09% | −557−39.7% | Reduced |
| Strategic Investment Advisors | 853 | $302.4K | 0.02% | −12−1.4% | Reduced |
| FreeGulliver LLC | 855 | $303.2K | 0.11% | +855 | New |
| Midwest Financial Group LLC | 863 | $306.0K | 0.11% | +863 | New |
| Gotham Asset Management, LLC | 868 | $307.8K | 0.00% | +868 | New |
| Valley National Advisers Inc | 870 | $308.5K | 0.03% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 870 | $308.5K | 0.02% | +870 | New |
| Wealth Architects, LLC | 877 | $311.0K | 0.02% | +877 | New |
| Murphy & Mullick Capital Management Corp | 891 | $315.9K | 0.20% | +15+1.7% | Added |
| PW Nova Financial Services LLC | 895 | $317.3K | 0.07% | +895 | New |
| QTR Family Wealth, LLC | 897 | $318.0K | 0.11% | +897 | New |
| TABR Capital Management, LLC | 900 | $319.1K | 0.27% | +900 | New |
| GoalFusion Wealth Management, LLC | 905 | $320.9K | 0.13% | +905 | New |
| Wealthcare Advisory Partners LLC | 919 | $325.9K | 0.01% | +919 | New |
| LMR Partners LLP | 921 | $326.6K | 0.00% | −2,079−69.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 921 | $326.6K | 0.07% | +5+0.5% | Added |
| Mane Global Capital Management LP | 929 | $329.4K | 0.03% | +929 | New |
| Capital Performance Advisors LLP | 929 | $329.4K | 0.02% | +929 | New |
| Mizuho Markets Americas LLC | 930 | $329.8K | 0.01% | −1,936−67.6% | Reduced |
| Wolff Wiese Magana LLC | 932 | $330.5K | 0.15% | +648+228.2% | Added |
| Portside Wealth Group, LLC | 945 | $335.1K | 0.04% | +945 | New |
| Fisher Asset Management, LLC | 946 | $335.6K | 0.00% | +946 | New |
| Jefferies Financial Group Inc. | 950 | $336.8K | 0.00% | +950 | New |
| Frec Markets, Inc. | 955 | $338.6K | 0.03% | +955 | New |
| Almanack Investment Partners, LLC. | 975 | $345.7K | 0.04% | +975 | New |
| Resonant Capital Advisors, LLC | 988 | $350.3K | 0.02% | +988 | New |
| Financial Life Planners | 991 | $351.2K | 0.23% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,000 | $354.6K | 0.01% | −1,341−57.3% | Reduced |
| Rialto Wealth Management, LLC | 1,000 | $354.6K | 0.07% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,000 | $354.6K | 0.01% | +1,000 | New |
| Griffin Asset Management, Inc. | 1,000 | $354.6K | 0.04% | +1,000 | New |
| Capital Investment Counsel, Inc | 1,000 | $354.6K | 0.04% | +1,000 | New |
| Venturi Wealth Management, LLC | 1,000 | $354.6K | 0.01% | +1,000 | New |
| Amplius Wealth Advisors, LLC | 1,000 | $354.6K | 0.03% | +1,000 | New |
| Central Valley Advisors, LLC | 1,000 | $354.6K | 0.09% | +1,000 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,003 | $355.6K | 0.01% | +1,003 | New |
| Grandview Asset Management LLC | 1,008 | $357.4K | 0.09% | +1,008 | New |
| Ancora Advisors, LLC | 1,009 | $357.8K | 0.01% | +283+39.0% | Added |
| Mindset Wealth Management, LLC | 1,012 | $358.8K | 0.07% | +1,012 | New |
| Signature Equity Partners, LLC | 1,014 | $359.5K | 0.17% | −20−1.9% | Reduced |
| Collaborative Fund Advisors, LLC | 1,025 | $363.4K | 0.21% | +1,025 | New |
| Mandatum Life Insurance Co Ltd | 1,028 | $364.5K | 0.07% | −18,100−94.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,028 | $364.5K | 0.16% | +378+58.2% | Added |
| YANKCOM Partnership | 1,031 | $365.6K | 0.13% | +1,031 | New |
| Rockline Wealth Management, LLC | 1,037 | $367.7K | 0.07% | +1,037 | New |
| LaSalle St. Investment Advisors, LLC | 1,038 | $368.0K | 0.04% | +1,038 | New |
| Drive Wealth Management, LLC | 1,048 | $371.4K | 0.07% | +1,048 | New |
| Davenport & Co LLC | 1,051 | $372.7K | 0.00% | +1,051 | New |
| United Capital Financial Advisers, LLC | 1,052 | $373.0K | 0.00% | +1,052 | New |
| Rossmore Private Capital | 1,055 | $374.1K | 0.03% | +1,055 | New |
| Redhawk Wealth Advisors, Inc. | 1,058 | $375.1K | 0.04% | +1,058 | New |
| Berger Financial Group, Inc | 1,060 | $375.8K | 0.02% | +1,060 | New |
| Texas Yale Capital Corp. | 1,070 | $379.4K | 0.01% | +1,070 | New |
| Caitlin John, LLC | 1,110 | $393.6K | 0.22% | +1,100+11,000.0% | Added |
