| Secure Asset Management, LLC | 590 | $200.9K | 0.03% | +590 | New |
| Boston Research & Management Inc | 590 | $201.0K | 0.04% | +590 | New |
| Winthrop Advisory Group LLC | 590 | $201.2K | 0.01% | +590 | New |
| Enterprise Financial Services Corp | 591 | $201.4K | 0.08% | +591 | New |
| Peachtree Investment Partners, LLC | 593 | $202.0K | 0.06% | −424−41.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 576 | $203.1K | 0.12% | +576 | New |
| Benchmark Financial Wealth Advisors, LLC | 596 | $203.1K | 0.05% | +596 | New |
| Kensington Investment Counsel, LLC | 597 | $203.4K | 0.09% | +597 | New |
| Alchemi Wealth, LLC | 597 | $203.8K | 0.10% | +597 | New |
| CoreFirst Bank & Trust | 599 | $204.1K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 600 | $204.4K | 0.08% | +600 | New |
| CTC Alternative Strategies, Ltd. | 600 | $204.4K | 0.29% | +600 | New |
| XML Financial, LLC | 600 | $204.4K | 0.01% | +600 | New |
| Bennett Selby Investments LP | 600 | $204.4K | 0.07% | +600 | New |
| Ameriflex Group, Inc. | 600 | $204.6K | 0.08% | +33+5.8% | Added |
| Broadleaf Partners, LLC | 601 | $204.8K | 0.04% | +601 | New |
| Carl P. Sherr & Co., LLC | 601 | $204.8K | 0.09% | +601 | New |
| Adalta Capital Management LLC | 600 | $205.1K | 0.09% | +600 | New |
| American National Bank | 603 | $205.5K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 603 | $205.5K | 0.07% | +603 | New |
| Traveka Wealth, LLC | 604 | $205.8K | 0.07% | +604 | New |
| Summit Wealth & Retirement Planning, Inc. | 605 | $206.1K | 0.04% | +605 | New |
| TAGStone Capital, Inc. | 604 | $206.3K | 0.07% | +604 | New |
| Colonial Trust Co | 608 | $207.3K | 0.03% | +9+1.5% | Added |
| Westshore Wealth, LLC | 610 | $207.9K | 0.06% | +610 | New |
| Blue Capital, Inc. | 611 | $208.2K | 0.13% | +611 | New |
| Summit Wealth Group LLC | 611 | $208.2K | 0.02% | +611 | New |
| Kaufman Rossin Wealth, LLC | 601 | $209.0K | 0.10% | +601 | New |
| Barings LLC | 614 | $209.2K | 0.00% | +614 | New |
| Sawgrass Asset Management LLC | 615 | $209.6K | 0.03% | −161−20.7% | Reduced |
| Van Diest Capital, LLC | 617 | $210.2K | 0.19% | −145−19.0% | Reduced |
| Cogent Strategic Wealth LLC | 622 | $211.9K | 0.20% | −44−6.6% | Reduced |
| First Business Financial Services, Inc. | 625 | $213.0K | 0.02% | +11+1.8% | Added |
| Trustmark National Bank Trust Department | 625 | $213.0K | 0.01% | +625 | New |
| Oak Harvest Investment Services | 626 | $213.3K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 626 | $213.4K | 0.02% | +626 | New |
| Apollon Financial, LLC | 628 | $214.0K | 0.03% | +628 | New |
| McDonald Partners LLC | 633 | $215.7K | 0.05% | −62−8.9% | Reduced |
| Ifrah Financial Services, Inc. | 633 | $215.7K | 0.05% | −7−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 633 | $215.7K | 0.03% | 00.0% | Unchanged |
| Leisure Capital Management | 633 | $215.7K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 634 | $216.0K | 0.01% | +10+1.6% | Added |
| NTV Asset Management LLC | 636 | $216.7K | 0.02% | −14−2.2% | Reduced |
| Sage Rhino Capital LLC | 636 | $216.7K | 0.04% | −12−1.9% | Reduced |
| Marino, Stram & Associates LLC | 642 | $218.9K | 0.03% | +11+1.7% | Added |
| Stonebridge Financial Group, LLC | 642 | $218.9K | 0.15% | +642 | New |
| Tactive Advisors, LLC | 643 | $219.0K | 0.05% | −2−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 644 | $220.1K | 0.05% | −22−3.3% | Reduced |
| HighRoad Wealth Advisors, LLC | 647 | $220.5K | 0.19% | 00.0% | Unchanged |
| Edmp, Inc. | 648 | $220.8K | 0.18% | −407−38.6% | Reduced |
| Trust Co | 649 | $221.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 649 | $221.2K | 0.01% | +11+1.7% | Added |
| Bigelow Investment Advisors, LLC | 650 | $221.5K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 650 | $221.5K | 0.07% | +2+0.3% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 649 | $221.8K | 0.05% | −25−3.7% | Reduced |
| Embree Financial Group | 652 | $222.2K | 0.02% | +652 | New |
| Kelman-Lazarov, Inc. | 653 | $222.5K | 0.03% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 653 | $222.5K | 0.01% | +653 | New |
| Tiemann Investment Advisors, LLC | 655 | $223.2K | 0.08% | −60−8.4% | Reduced |
| Clear Retirement Advice LLC | 656 | $223.5K | 0.15% | 00.0% | Unchanged |
| Delta Asset Management LLC | 657 | $223.9K | 0.02% | −10−1.5% | Reduced |
| Rockline Wealth Management, LLC | 657 | $223.9K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 658 | $224.2K | 0.02% | +658 | New |
| Impact Investors, Inc | 660 | $224.9K | 0.16% | −368−35.8% | Reduced |
| Meridian Financial, LLC | 661 | $225.2K | 0.11% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 661 | $225.2K | 0.09% | +21+3.3% | Added |
| Snowwater Investment Partners, LLC | 660 | $225.5K | 0.16% | −51−7.2% | Reduced |
| Wedge Capital Management L L P | 666 | $226.9K | 0.00% | −110−14.2% | Reduced |
| TownSquare Capital, LLC | 666 | $227.0K | 0.04% | +666 | New |
| Warren Street Wealth Advisors, LLC | 668 | $227.6K | 0.05% | +34+5.4% | Added |
| BFSG, LLC | 668 | $227.7K | 0.02% | +315+89.2% | Added |
| Montz Harcus Wealth Management LLC | 669 | $227.8K | 0.08% | +25+3.9% | Added |
| Inspire Advisors, LLC | 666 | $227.9K | 0.02% | +666 | New |
| Beto Financial Group, LLC | 647 | $228.1K | 0.12% | −17−2.6% | Reduced |
| McGowan Group Asset Management, Inc. | 670 | $228.2K | 0.03% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 672 | $229.0K | 0.09% | +25+3.9% | Added |
| Smith Shellnut Wilson LLC | 673 | $229.3K | 0.09% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 674 | $230.4K | 0.03% | −17−2.5% | Reduced |
| Alliance Private Wealth, LLC | 677 | $230.7K | 0.08% | +677 | New |
| RDA Financial Network | 677 | $230.7K | 0.05% | −6−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 677 | $230.8K | 0.01% | −86−11.3% | Reduced |
| Financial Insights, Inc. | 683 | $232.7K | 0.06% | +683 | New |
| Convergence Investment Partners, LLC | 684 | $233.2K | 0.02% | −5,441−88.8% | Reduced |
| CoreCap Advisors, LLC | 685 | $233.6K | 0.01% | −42−5.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 687 | $234.1K | 0.05% | −47−6.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 688 | $234.5K | 0.05% | +13+1.9% | Added |
| Allen Capital Group, LLC | 689 | $234.8K | 0.02% | +58+9.2% | Added |
| Pavion Blue Capital, LLC | 691 | $235.5K | 0.09% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 691 | $235.5K | 0.02% | +691 | New |
| Chancellor Financial Group WB LP | 695 | $236.8K | 0.15% | −20−2.8% | Reduced |
| HBE Wealth Management, LLC | 696 | $237.2K | 0.17% | +2+0.3% | Added |
| BLB&B Advisors, LLC | 696 | $237.2K | 0.01% | +696 | New |
| Phoenix Holdings Ltd. | 700 | $237.8K | 0.00% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 700 | $238.5K | 0.06% | −21−2.9% | Reduced |
| Barlow Wealth Partners, Inc. | 673 | $239.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 705 | $240.2K | 0.01% | +705 | New |
| Maia Wealth LLC | 707 | $240.8K | 0.04% | +3+0.4% | Added |
| Mayfair Advisory Group, LLC | 670 | $241.0K | 0.07% | +670 | New |
| US Asset Management LLC | 708 | $241.2K | 0.18% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 710 | $241.9K | 0.03% | +1+0.1% | Added |