| Asset Planning,Inc | 100 | $76.3K | 0.05% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $76.3K | 0.04% | 00.0% | Unchanged |
| Paladin Partners, LLC | 100 | $76.3K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $77.1K | 0.04% | −29−22.3% | Reduced |
| Prestige Wealth Management Group LLC | 101 | $77.1K | 0.01% | +32+46.4% | Added |
| Orion Capital Management LLC | 101 | $77.1K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 103 | $78.6K | 0.00% | +6+6.2% | Added |
| Caitlin John, LLC | 104 | $79.4K | 0.04% | +5+5.1% | Added |
| Longview Financial Advisors LLC | 105 | $80.1K | 0.04% | −6−5.4% | Reduced |
| Joseph Group Capital Management | 106 | $80.9K | 0.02% | +51+92.7% | Added |
| Vaquero Private Wealth, Ltd | 106 | $80.9K | 0.02% | +106 | New |
| Contravisory Investment Management, Inc. | 107 | $81.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 112 | $85.0K | 0.02% | +9+8.7% | Added |
| Financial Perspectives, Inc | 112 | $85.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 115 | $87.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 115 | $87.8K | 0.01% | +54+88.5% | Added |
| Tompkins Financial Corp | 116 | $88.5K | 0.01% | +116 | New |
| University of Texas/Texas Am Investment Managment Co | 118 | $90.0K | 0.01% | +118 | New |
| Transamerica Financial Advisors, Inc. | 119 | $90.8K | 0.01% | +41+52.6% | Added |
| JPL Wealth Management, LLC | 119 | $90.8K | 0.02% | +11+10.2% | Added |
| Cornerstone National Bank & Trust Co | 118 | $91.2K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 120 | $91.7K | 0.02% | 00.0% | Unchanged |
| NBH Bank | 121 | $92.3K | 0.04% | +121 | New |
| Hughes Financial Services, LLC | 122 | $93.1K | 0.01% | +11+9.9% | Added |
| Blue Bell Private Wealth Management, LLC | 122 | $93.1K | 0.01% | +26+27.1% | Added |
| ZRC Wealth Management, LLC | 124 | $94.6K | 0.03% | +10+8.8% | Added |
| RMG Wealth Management LLC | 428 | $94.9K | 0.01% | +309+259.7% | Added |
| Highland Investment Advisors LLC | 125 | $95.4K | 0.04% | +125 | New |
| Tower Trust & Investment Co | 126 | $96.2K | 0.06% | +2+1.6% | Added |
| GoalVest Advisory LLC | 127 | $96.9K | 0.02% | +2+1.6% | Added |
| St Germain D J Co Inc | 128 | $97.7K | 0.00% | −4−3.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $99.2K | 0.00% | +130 | New |
| Olistico Wealth, LLC | 132 | $100.7K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 132 | $100.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 133 | $101.5K | 0.04% | +5+3.9% | Added |
| UMA Financial Services, Inc. | 135 | $102.9K | 0.01% | +7+5.5% | Added |
| Meeder Asset Management Inc | 135 | $103.0K | 0.01% | +20+17.4% | Added |
| BFSG, LLC | 136 | $103.8K | 0.01% | −5−3.5% | Reduced |
| Providence Capital Advisors, LLC | 140 | $106.8K | 0.02% | +140 | New |
| Salomon & Ludwin, LLC | 139 | $107.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 142 | $108.5K | 0.00% | +10+7.6% | Added |
| RiverPark Advisors, LLC | 144 | $109.9K | 0.05% | −3−2.0% | Reduced |
| Altshuler Shaham Ltd | 147 | $112.2K | 0.00% | +142+2,840.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 148 | $112.9K | 0.03% | +148 | New |
| Wall Street Access Asset Management, LLC | 148 | $112.9K | 0.02% | +100+208.3% | Added |
| Insight Financial Services | 149 | $113.7K | 0.05% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 600 | $114.5K | 0.01% | −1,052−63.7% | Reduced |
| Robocap Asset Management Ltd | 153 | $117.0K | 0.09% | −7,149−97.9% | Reduced |
| Western Pacific Wealth Management, LP | 155 | $118.3K | 0.11% | +155 | New |
| Family Legacy Financial Solutions, LLC | 155 | $118.3K | 0.07% | +155 | New |
| Ni Acquisitions Company, LLC | 156 | $119.0K | 0.05% | +156 | New |
| Cornerstone Planning Group LLC | 642 | $121.0K | 0.02% | +501+355.3% | Added |
| LOM Asset Management Ltd | 160 | $122.1K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 162 | $123.6K | 0.07% | +4+2.5% | Added |
| Graney & King, LLC | 163 | $124.4K | 0.04% | +13+8.7% | Added |
| Anchor Bay Capital, Inc. | 553 | $124.5K | 0.07% | +553 | New |
| Gill Capital Partners, LLC | 165 | $125.9K | 0.03% | −4−2.4% | Reduced |
| Abound Financial, LLC | 166 | $126.7K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 168 | $128.2K | 0.01% | +168 | New |
| Stone House Investment Management, LLC | 170 | $129.7K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 176 | $134.3K | 0.01% | −98−35.8% | Reduced |
| Brooklyn FI, LLC | 723 | $136.2K | 0.02% | +723 | New |
| Farmers & Merchants Investments Inc | 179 | $136.6K | 0.00% | +2+1.1% | Added |
| Silver Grove Financial Group, Inc. | 182 | $138.9K | 0.08% | +182 | New |
| Park Place Capital Corp | 185 | $141.2K | 0.02% | +1+0.5% | Added |
| Barrett & Company, Inc. | 190 | $145.0K | 0.04% | +90+90.0% | Added |
| Financial Management Professionals, Inc. | 196 | $149.6K | 0.01% | +49+33.3% | Added |
| Quest 10 Wealth Builders, Inc. | 198 | $151.1K | 0.12% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 797 | $152.1K | 0.02% | +797 | New |
| Wellington Shields Capital Management, LLC | 200 | $152.6K | 0.02% | −400−66.7% | Reduced |
| MRP Capital Investments, LLC | 200 | $152.6K | 0.11% | −100−33.3% | Reduced |
| HighMark Wealth Management LLC | 200 | $152.6K | 0.05% | −3−1.5% | Reduced |
| Birchwood Financial Partners, Inc. | 201 | $153.4K | 0.13% | 00.0% | Unchanged |
| Smithfield Trust Co | 202 | $154.0K | 0.01% | +15+8.0% | Added |
| Central Pacific Bank - Trust Division | 202 | $154.2K | 0.02% | +2+1.0% | Added |
| Provenance Wealth Advisors, LLC | 205 | $156.4K | 0.01% | +5+2.5% | Added |
| OV Management LLC | 209 | $159.5K | 0.30% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 211 | $161.0K | 0.07% | +19+9.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 212 | $161.4K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 214 | $163.0K | 0.01% | −100−31.8% | Reduced |
| Golden State Equity Partners | 214 | $163.3K | 0.44% | −3,716−94.6% | Reduced |
| Gen-Wealth Partners Inc | 222 | $169.2K | 0.05% | −18−7.5% | Reduced |
| Arlington Trust Co LLC | 222 | $169.4K | 0.01% | −30−11.9% | Reduced |
| TSFG, LLC | 226 | $172.0K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 230 | $175.5K | 0.05% | +19+9.0% | Added |
| Alpine Bank Wealth Management | 231 | $176.3K | 0.02% | +231 | New |
| Archer Investment Corp | 236 | $180.1K | 0.03% | +44+22.9% | Added |
| Atlantic Trust, LLC | 239 | $182.4K | 0.02% | +1+0.4% | Added |
| Financial Consulate, Inc | 247 | $188.5K | 0.02% | +8+3.3% | Added |
| Guardian Partners Inc. | 250 | $190.8K | 0.02% | −3,451−93.2% | Reduced |
| Westport Asset Management Inc | 1,000 | $190.8K | 0.08% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 250 | $190.8K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 254 | $193.8K | 0.05% | +254 | New |
| Westfuller Advisors, LLC | 260 | $198.8K | 0.07% | +18+7.4% | Added |
| Hunter Associates Investment Management LLC | 263 | $200.0K | 0.02% | +263 | New |
| Intrua Financial, LLC | 1,049 | $200.1K | 0.02% | −40−3.7% | Reduced |
| Rebalance, LLC | 263 | $200.7K | 0.01% | +263 | New |
| M.E. Allison & Co., Inc. | 264 | $201.5K | 0.12% | +264 | New |
| Peak Retirement Planning, Inc. | 265 | $202.1K | 0.03% | +265 | New |
| Chilton Investment Co LLC | 265 | $202.2K | 0.00% | +265 | New |
