| One + One Wealth Management, LLC | 523 | $207.0K | 0.14% | +523 | New |
| TD Ameritrade Investment Management, LLC | 525 | $208.0K | 0.00% | +129+32.6% | Added |
| Intercontinental Wealth Advisors, LLC | 525 | $208.0K | 0.04% | +525 | New |
| Element Pointe Advisors, LLC | 500 | $208.0K | 0.06% | +500 | New |
| Paragon Wealth Strategies, LLC | 529 | $209.0K | 0.06% | +529 | New |
| GenTrust, LLC | 529 | $209.0K | 0.02% | +529 | New |
| Schaper Benz & Wise Investment Counsel Inc | 532 | $210.0K | 0.02% | +532 | New |
| JNBA Financial Advisors | 542 | $214.0K | 0.03% | +91+20.2% | Added |
| Banco BTG Pactual S.A. | 541 | $214.0K | 0.17% | +541 | New |
| G&S Capital LLC | 541 | $214.0K | 0.11% | +541 | New |
| Ridgecrest Wealth Partners, LLC | 542 | $214.0K | 0.13% | +542 | New |
| Trust Co of Virginia | 540 | $216.0K | 0.02% | −123−18.6% | Reduced |
| Vivaldi Capital Management, LLC | 483 | $216.0K | 0.04% | +483 | New |
| Sicart Associates LLC | 547 | $216.0K | 0.05% | +547 | New |
| Ullmann Financial Group, Inc. | 547 | $216.0K | 0.09% | +547 | New |
| Gradient Capital Advisors, LLC | 548 | $217.0K | 0.10% | +548 | New |
| Principal Street Partners, LLC | 551 | $218.0K | 0.06% | −130−19.1% | Reduced |
| Avenir Corp | 550 | $218.0K | 0.02% | +550 | New |
| QCM Cayman, Ltd. | 551 | $218.0K | 0.56% | +551 | New |
| New England Research & Management, Inc. | 550 | $218.0K | 0.11% | +550 | New |
| Marks Group Wealth Management, Inc | 554 | $219.0K | 0.03% | −26−4.5% | Reduced |
| Parkside Investments, LLC | 554 | $219.0K | 0.04% | +554 | New |
| Cookson Peirce & Co Inc | 556 | $220.0K | 0.01% | −65−10.5% | Reduced |
| DSC Advisors, L.P. | 557 | $220.0K | 0.21% | −18−3.1% | Reduced |
| Granite Investment Advisors, LLC | 555 | $220.0K | 0.03% | +555 | New |
| Karp Capital Management Corp | 556 | $220.0K | 0.03% | +556 | New |
| KFA Private Wealth Group, LLC | 555 | $220.0K | 0.12% | +555 | New |
| United Asset Strategies, Inc. | 557 | $221.0K | 0.03% | −80−12.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 559 | $221.0K | 0.18% | −70−11.1% | Reduced |
| Aldebaran Financial Inc. | 561 | $222.0K | 0.20% | +561 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 560 | $222.0K | 0.05% | +560 | New |
| Liberty Wealth Management LLC | 564 | $223.0K | 0.09% | +54+10.6% | Added |
| Edgemoor Investment Advisors, Inc. | 565 | $224.0K | 0.02% | +565 | New |
| Brendel Financial Advisors LLC | 566 | $224.0K | 0.12% | +566 | New |
| Mirador Capital Partners LP | 568 | $225.0K | 0.05% | −1,118−66.3% | Reduced |
| Abbot Financial Management, Inc. | 568 | $225.0K | 0.10% | −6−1.0% | Reduced |
| Independent Family Office, LLC | 570 | $226.0K | 0.09% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 572 | $226.0K | 0.21% | +572 | New |
| Graypoint LLC | 571 | $226.0K | 0.03% | +571 | New |
| Arabesque Asset Management Ltd | 577 | $228.0K | 0.10% | −2,183−79.1% | Reduced |
| TMD Wealth Management, LLC | 576 | $228.0K | 0.10% | 00.0% | Unchanged |
| Amarillo National Bank | 579 | $229.0K | 0.07% | 00.0% | Unchanged |
| Bank Hapoalim BM | 579 | $229.0K | 0.03% | +579 | New |
| Winthrop Advisory Group LLC | 580 | $230.0K | 0.05% | −143−19.8% | Reduced |
| Charter Research & Investment Group, Inc. | 581 | $230.0K | 0.19% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 582 | $230.0K | 0.18% | +550+1,718.8% | Added |
| Signet Financial Management, LLC | 582 | $230.0K | 0.08% | +582 | New |
| Wellington Shields Capital Management, LLC | 585 | $231.0K | 0.03% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 584 | $231.0K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 517 | $231.0K | 0.02% | +517 | New |
| Live Oak Private Wealth LLC | 584 | $231.0K | 0.05% | +584 | New |
| Henshaw Capital LLC | 584 | $231.1K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 590 | $233.0K | 0.10% | −117−16.5% | Reduced |
| Arbor Investment Advisors, LLC | 588 | $233.0K | 0.05% | 00.0% | Unchanged |
| Wrapmanager Inc | 589 | $233.0K | 0.06% | +589 | New |
| Eagle Ridge Investment Management | 594 | $235.0K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 595 | $235.0K | 0.04% | +595 | New |
| Firestone Capital Management | 597 | $236.0K | 0.09% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 597 | $236.0K | 0.09% | +172+40.5% | Added |
| Mezzasalma Advisors, LLC | 599 | $237.0K | 0.13% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 598 | $237.0K | 0.10% | +1+0.2% | Added |
| Princeton Global Asset Management LLC | 598 | $237.0K | 0.07% | +120+25.1% | Added |
| Cassia Capital Partners, LLC | 600 | $237.0K | 0.18% | +600 | New |
| WC Walker & Associates, Inc. | 596 | $238.0K | 0.12% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 602 | $238.0K | 0.05% | 00.0% | Unchanged |
| M. Kraus & Co | 601 | $238.0K | 0.09% | +601 | New |
| Pekin Hardy Strauss, Inc. | 605 | $239.0K | 0.03% | −150−19.9% | Reduced |
| Kensington Investment Counsel, LLC | 603 | $239.0K | 0.16% | 00.0% | Unchanged |
| XML Financial, LLC | 604 | $239.0K | 0.05% | +1+0.2% | Added |
| Foster Group, Inc. | 603 | $239.0K | 0.03% | +603 | New |
| Sutton Wealth Advisors Inc. | 605 | $239.4K | 0.09% | +32+5.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 610 | $241.0K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 609 | $241.0K | 0.14% | +33+5.7% | Added |
| Altus Wealth Group LLC | 611 | $242.0K | 0.24% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 612 | $242.0K | 0.11% | +612 | New |
| Baldrige Asset Management LLC | 612 | $242.0K | 0.10% | +612 | New |
| Magnus Financial Group LLC | 611 | $242.0K | 0.05% | +611 | New |
| One Day In July LLC | 614 | $243.0K | 0.06% | +37+6.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 617 | $244.0K | 0.24% | +617 | New |
| H&H Retirement Design & Management INC | 590 | $245.0K | 0.15% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 619 | $245.0K | 0.04% | +157+34.0% | Added |
| Chatham Capital Group, Inc. | 618 | $245.0K | 0.05% | +618 | New |
| Octavia Wealth Advisors, LLC | 620 | $245.0K | 0.06% | +620 | New |
| Gitterman Wealth Management, LLC | 622 | $246.0K | 0.20% | 00.0% | Unchanged |
| BCS Wealth Management | 624 | $247.0K | 0.13% | −65−9.4% | Reduced |
| Weaver Consulting Group | 624 | $247.0K | 0.14% | +624 | New |
| Stonebridge Capital Advisors LLC | 627 | $248.0K | 0.03% | −24−3.7% | Reduced |
| Callahan Advisors, LLC | 630 | $249.0K | 0.03% | −37−5.5% | Reduced |
| Surevest, LLC | 630 | $249.0K | 0.06% | +1+0.2% | Added |
| George Kaiser Family Foundation | 632 | $250.0K | 0.04% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 633 | $250.0K | 0.14% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 631 | $250.0K | 0.03% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 636 | $252.0K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 637 | $252.0K | 0.07% | +41+6.9% | Added |
| Martin Investment Management, LLC | 640 | $253.0K | 0.07% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 649 | $256.0K | 0.02% | +33+5.4% | Added |
| Security National Bank | 650 | $257.0K | 0.07% | −195−23.1% | Reduced |
| CCG Wealth Management, LLC | 649 | $257.0K | 0.20% | −30−4.4% | Reduced |
| Van Strum & Towne Inc. | 650 | $257.0K | 0.12% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 652 | $258.0K | 0.06% | −1,502−69.7% | Reduced |
