| Quattro Advisors LLC | 110 | $51.6K | 0.04% | +110 | New |
| Longview Financial Advisors LLC | 111 | $52.0K | 0.03% | +6+5.7% | Added |
| Financial Perspectives, Inc | 112 | $52.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 113 | $53.0K | 0.00% | +2+1.8% | Added |
| Torren Management, LLC | 114 | $53.4K | 0.03% | +114 | New |
| Atlantic Edge Private Wealth Management, LLC | 115 | $53.9K | 0.01% | +5+4.5% | Added |
| Close Asset Management Ltd | 116 | $54.0K | 0.00% | −14−10.8% | Reduced |
| Bank of Jackson Hole Trust | 117 | $54.8K | 0.03% | +10+9.3% | Added |
| Alphadyne Asset Management LP | 117 | $54.8K | 0.01% | +117 | New |
| Cornerstone National Bank & Trust Co | 118 | $55.3K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 119 | $55.8K | 0.03% | +119 | New |
| Covestor Ltd | 120 | $57.0K | 0.03% | +9+8.1% | Added |
| Plante Moran Financial Advisors, LLC | 123 | $57.7K | 0.00% | +7+6.0% | Added |
| Tower Trust & Investment Co | 124 | $58.1K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 124 | $58.2K | 0.02% | −50−28.7% | Reduced |
| GoalVest Advisory LLC | 125 | $58.6K | 0.01% | +48+62.3% | Added |
| American Capital Advisory, LLC | 128 | $60.0K | 0.03% | +3+2.4% | Added |
| Quarry LP | 129 | $60.5K | 0.01% | +58+81.7% | Added |
| Islay Capital Management, LLC | 130 | $60.9K | 0.04% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 130 | $60.9K | 0.01% | +130 | New |
| St Germain D J Co Inc | 132 | $61.9K | 0.00% | −6−4.3% | Reduced |
| LOM Asset Management Ltd | 135 | $63.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 136 | $63.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 136 | $63.8K | 0.02% | +4+3.0% | Added |
| Optima Capital LLC | 137 | $64.2K | 0.03% | +137 | New |
| Valley National Advisers Inc | 141 | $66.0K | 0.01% | +26+22.6% | Added |
| BFSG, LLC | 141 | $66.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 147 | $68.9K | 0.01% | +50+51.5% | Added |
| Insight Financial Services | 149 | $69.8K | 0.04% | 00.0% | Unchanged |
| Graney & King, LLC | 150 | $70.3K | 0.04% | 00.0% | Unchanged |
| Financially Speaking Inc | 150 | $70.3K | 0.05% | +55+57.9% | Added |
| ZRC Wealth Management, LLC | 151 | $70.8K | 0.03% | −37−19.7% | Reduced |
| Roxbury Financial LLC | 152 | $71.3K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 154 | $72.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 157 | $73.6K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 158 | $74.1K | 0.00% | −10−6.0% | Reduced |
| Salomon & Ludwin, LLC | 176 | $80.4K | 0.01% | +39+28.5% | Added |
| Farmers & Merchants Investments Inc | 173 | $81.1K | 0.00% | +2+1.2% | Added |
| Vermillion Wealth Management, Inc. | 176 | $82.5K | 0.03% | +76+76.0% | Added |
| Rossby Financial, LCC | 177 | $83.0K | 0.03% | +27+18.0% | Added |
| Berbice Capital Management LLC | 180 | $84.4K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 191 | $89.5K | 0.02% | −45−19.1% | Reduced |
| Essential Partners LLC | 191 | $89.5K | 0.03% | −30−13.6% | Reduced |
| Archer Investment Corp | 192 | $90.0K | 0.02% | −1−0.5% | Reduced |
| Park Place Capital Corp | 195 | $91.4K | 0.02% | −12−5.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 198 | $92.8K | 0.08% | −4−2.0% | Reduced |
| Provenance Wealth Advisors, LLC | 200 | $93.8K | 0.01% | −100−33.3% | Reduced |
| Arlington Trust Co LLC | 200 | $93.8K | 0.01% | −10−4.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $93.8K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 200 | $93.8K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 200 | $93.8K | 0.01% | +200 | New |
| Birchwood Financial Partners, Inc. | 201 | $94.2K | 0.09% | +201 | New |
| Boreal Capital Management LLC | 205 | $96.1K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 205 | $96.1K | 0.02% | +173+540.6% | Added |
| Aster Capital Management (DIFC) Ltd | 206 | $96.6K | 0.04% | +198+2,475.0% | Added |
| RHL Group, LLC | 210 | $98.4K | 0.08% | +210 | New |
| Compass Financial Services Inc | 212 | $99.4K | 0.04% | +20+10.4% | Added |
| Strategic Investment Solutions, Inc. | 214 | $100.3K | 0.02% | +15+7.5% | Added |
| Jupiter Wealth Management LLC | 250 | $102.9K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 225 | $105.5K | 0.02% | +60+36.4% | Added |
| Gen-Wealth Partners Inc | 232 | $108.8K | 0.03% | −70−23.2% | Reduced |
| Grove Bank & Trust | 232 | $108.8K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 235 | $110.2K | 0.02% | +30+14.6% | Added |
| GW&K Investment Management, LLC | 238 | $112.0K | 0.00% | +8+3.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 246 | $117.1K | 0.00% | −184−42.8% | Reduced |
| Smithfield Trust Co | 257 | $120.0K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 257 | $120.5K | 0.07% | +257 | New |
| McIlrath & Eck, LLC | 265 | $124.2K | 0.01% | +13+5.2% | Added |
| MTM Investment Management, LLC | 270 | $126.6K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 273 | $128.0K | 0.01% | −7−2.5% | Reduced |
| Center for Financial Planning, Inc. | 274 | $128.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 280 | $131.3K | 0.01% | +5+1.8% | Added |
| Stone House Investment Management, LLC | 281 | $131.7K | 0.02% | +3+1.1% | Added |
| Strengthening Families & Communities, LLC | 283 | $132.7K | 0.05% | +116+69.5% | Added |
| Osterweis Capital Management Inc | 286 | $134.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 303 | $142.0K | 0.01% | +25+9.0% | Added |
| Caldwell Trust Co | 305 | $143.0K | 0.01% | +80+35.6% | Added |
| Legacy Bridge, LLC | 310 | $145.3K | 0.06% | +30+10.7% | Added |
| Hilltop National Bank | 322 | $150.9K | 0.04% | −1−0.3% | Reduced |
| N.E.W. Advisory Services LLC | 332 | $155.6K | 0.01% | +4+1.2% | Added |
| Reflection Asset Management | 333 | $156.1K | 0.11% | +333 | New |
| Garton & Associates Financial Advisors LLC | 333 | $156.1K | 0.09% | +333 | New |
| Scarborough Advisors, LLC | 333 | $156.2K | 0.03% | +7+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 335 | $157.0K | 0.04% | +38+12.8% | Added |
| Fourth Dimension Wealth, LLC | 340 | $159.4K | 0.06% | 00.0% | Unchanged |
| Rexford Capital Inc | 340 | $159.4K | 0.12% | +10+3.0% | Added |
| Colonial Trust Co | 340 | $159.6K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 342 | $162.7K | 0.05% | 00.0% | Unchanged |
| DV Equities, LLC | 350 | $164.1K | 0.03% | +350 | New |
| Quent Capital, LLC | 355 | $166.4K | 0.01% | +72+25.4% | Added |
| CVA Family Office, LLC | 358 | $167.8K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 377 | $176.9K | 0.00% | +204+117.9% | Added |
| Chesapeake Asset Management LLC | 382 | $179.1K | 0.15% | +3+0.8% | Added |
| Basecamp Wealth Advisors LLC | 390 | $182.8K | 0.04% | +390 | New |
| Activest Wealth Management | 395 | $185.2K | 0.03% | −201−33.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 398 | $186.6K | 0.03% | +398 | New |
| Schonfeld Strategic Advisors LLC | 400 | $187.5K | 0.00% | −1,704−81.0% | Reduced |
| MRP Capital Investments, LLC | 400 | $187.5K | 0.16% | +77+23.8% | Added |
| MV Capital Management, Inc. | 401 | $188.0K | 0.02% | +1+0.3% | Added |
| C M Bidwell & Associates Ltd | 406 | $190.3K | 0.09% | +38+10.3% | Added |
