| Pacific Capital Wealth Advisors, Inc | 434 | $176.7K | 0.03% | +247+132.1% | Added |
| Dunhill Financial, LLC | 435 | $177.0K | 0.11% | +4+0.9% | Added |
| Rakuten Securities, Inc. | 464 | $188.8K | 0.08% | −139−23.1% | Reduced |
| Perkins Coie Trust Co | 465 | $189.2K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 474 | $192.8K | 0.10% | 00.0% | Unchanged |
| Rogco, LP | 476 | $193.6K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 477 | $194.0K | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 478 | $194.0K | 0.00% | +9+1.9% | Added |
| Burkett Financial Services, LLC | 486 | $197.7K | 0.10% | −25−4.9% | Reduced |
| C M Bidwell & Associates Ltd | 486 | $197.7K | 0.13% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 492 | $200.1K | 0.13% | +492 | New |
| Bullock Wealth Management Group | 494 | $200.2K | 0.13% | +79+19.0% | Added |
| O'Connor Financial Group LLC | 493 | $200.6K | 0.12% | +7+1.4% | Added |
| Pingora Partners LLC | 494 | $201.0K | 0.14% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 494 | $201.0K | 0.18% | +494 | New |
| Barry Investment Advisors, LLC | 495 | $201.4K | 0.07% | +495 | New |
| Biondo Investment Advisors, LLC | 496 | $201.8K | 0.03% | −530−51.7% | Reduced |
| SPC Financial, Inc. | 496 | $201.8K | 0.02% | −16−3.1% | Reduced |
| Davis-Rea Ltd. | 500 | $203.4K | 0.10% | −90−15.3% | Reduced |
| Ellerson Group Inc | 500 | $203.4K | 0.15% | −15−2.9% | Reduced |
| Drexel Morgan & Co. | 500 | $203.4K | 0.04% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 500 | $203.4K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 500 | $203.4K | 0.03% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 500 | $203.4K | 0.12% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 500 | $203.4K | 0.14% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 500 | $203.4K | 0.14% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $203.4K | 0.02% | +500 | New |
| Kimelman & Baird, LLC | 500 | $203.4K | 0.02% | +500 | New |
| NewSquare Capital LLC | 500 | $203.4K | 0.02% | +500 | New |
| TSA Wealth Managment LLC | 502 | $204.2K | 0.09% | +502 | New |
| Copperleaf Capital, LLC | 502 | $204.2K | 0.16% | +11+2.2% | Added |
| Quad-Cities Investment Group, LLC | 503 | $204.6K | 0.11% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 504 | $205.0K | 1.91% | 00.0% | Unchanged |
| Encompass More Asset Management | 505 | $205.4K | 0.15% | +505 | New |
| Prelude Capital Management, LLC | 506 | $205.8K | 0.02% | −60−10.6% | Reduced |
| Plum Street Advisors, LLC | 507 | $206.2K | 0.12% | −84−14.2% | Reduced |
| Wallace Advisory Group, LLC | 507 | $206.2K | 0.15% | −177−25.9% | Reduced |
| Saxon Interests, Inc. | 508 | $206.7K | 0.10% | +2+0.4% | Added |
| Rodgers & Associates, LTD | 508 | $206.7K | 0.03% | +13+2.6% | Added |
| Nixon Capital, LLC | 510 | $207.5K | 0.09% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 510 | $207.5K | 0.13% | +510 | New |
| Conrad Siegel Investment Advisors, Inc. | 511 | $207.9K | 0.06% | +511 | New |
| Seaside Wealth Management, Inc. | 512 | $208.3K | 0.09% | −9−1.7% | Reduced |
| Towercrest Capital Management | 512 | $208.3K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 515 | $209.5K | 0.08% | −10−1.9% | Reduced |
| Valued Retirements, Inc. | 515 | $209.5K | 0.32% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 516 | $209.9K | 0.10% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 516 | $209.9K | 0.15% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 518 | $210.7K | 0.05% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 520 | $211.5K | 0.05% | −20−3.7% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 520 | $211.5K | 0.10% | −18−3.3% | Reduced |
| TD Capital Management LLC | 520 | $211.5K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 520 | $211.5K | 0.09% | 00.0% | Unchanged |
| Auour Investments LLC | 521 | $211.9K | 0.08% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 521 | $212.5K | 0.07% | +521 | New |
| Joule Financial, LLC | 523 | $212.8K | 0.09% | +12+2.3% | Added |
| Libra Wealth LLC | 524 | $213.2K | 0.09% | +524 | New |
| Castleview Partners, LLC | 525 | $213.6K | 0.12% | −3−0.6% | Reduced |
| Trellis Wealth Advisors LLC | 526 | $214.0K | 0.12% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 527 | $214.4K | 0.20% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 528 | $214.8K | 0.14% | +50+10.5% | Added |
| William Howard & Co Financial Advisors Inc | 529 | $215.0K | 0.20% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 530 | $215.6K | 0.14% | +530 | New |
| Core Wealth Advisors, Inc. | 531 | $216.0K | 0.07% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 500 | $216.6K | 0.16% | 00.0% | Unchanged |
| Williams Financial, LLC | 533 | $216.8K | 0.14% | −85−13.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 533 | $216.8K | 0.05% | −75−12.3% | Reduced |
| Partners Capital Investment Group, LLP | 533 | $216.8K | 0.00% | +533 | New |
| Sit Investment Associates Inc | 533 | $217.0K | 0.00% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 534 | $217.2K | 0.18% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 534 | $217.2K | 0.03% | +116+27.8% | Added |
| Strengthening Families & Communities, LLC | 537 | $218.0K | 0.06% | −17−3.1% | Reduced |
| Orgel Wealth Management, LLC | 538 | $218.9K | 0.01% | +61+12.8% | Added |
| GenWealth Group, Inc. | 539 | $219.3K | 0.05% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 540 | $219.7K | 0.15% | −99−15.5% | Reduced |
| Jeppson Wealth Management, LLC | 540 | $219.7K | 0.08% | −1−0.2% | Reduced |
| Cottage Street Advisors LLC | 540 | $219.7K | 0.13% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 540 | $220.0K | 0.13% | −25−4.4% | Reduced |
| Austin Asset Management Co Inc | 541 | $220.1K | 0.05% | −91−14.4% | Reduced |
| Peterson Financial Group, Inc. | 542 | $220.4K | 1.34% | +26+5.0% | Added |
| Market Street Wealth Management Advisors LLC | 543 | $220.9K | 0.04% | +20+3.8% | Added |
| Zimmermann Investment Management & Planning LLC | 544 | $221.3K | 0.07% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 544 | $221.3K | 0.15% | +6+1.1% | Added |
| Wiser Wealth Management, Inc | 544 | $221.3K | 0.07% | +544 | New |
| Newport Capital Group, LLC | 547 | $222.5K | 0.18% | +547 | New |
| Delos Wealth Advisors, LLC | 548 | $222.9K | 0.22% | +403+277.9% | Added |
| Texas Capital Bancshares Inc | 551 | $224.1K | 0.09% | +551 | New |
| Coyle Financial Counsel LLC | 535 | $225.0K | 0.08% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 557 | $226.6K | 0.16% | +557 | New |
| LifePlan Investment Advisors, Inc. | 558 | $227.0K | 0.16% | +65+13.2% | Added |
| Ascent Wealth Partners, LLC | 558 | $227.0K | 0.03% | +558 | New |
| Kinloch Capital, LLC | 559 | $227.4K | 0.12% | +559 | New |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $227.7K | 0.13% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 560 | $227.8K | 0.10% | +360+180.0% | Added |
| Touchstone Capital, Inc. | 561 | $228.2K | 0.36% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 562 | $229.0K | 0.11% | +12+2.2% | Added |
| Santori & Peters | 563 | $229.0K | 0.10% | −109−16.2% | Reduced |
| PCG Wealth Advisors, LLC | 563 | $229.0K | 0.10% | −42−6.9% | Reduced |
| Axiom Financial Strategies, LLC | 563 | $229.0K | 0.15% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 564 | $229.4K | 0.12% | +75+15.3% | Added |