| Mosaic Family Wealth Partners, LLC | 727 | $313.6K | 0.02% | +727 | New |
| Hall Capital Management Co Inc | 729 | $314.5K | 0.10% | +729 | New |
| May Hill Capital, LLC | 729 | $314.5K | 0.07% | +729 | New |
| Waterfront Wealth Inc. | 726 | $315.8K | 0.05% | +726 | New |
| RFG Advisory, LLC | 734 | $316.6K | 0.00% | +734 | New |
| Costello Asset Management, INC | 734 | $316.7K | 0.10% | +12+1.7% | Added |
| Stronghold Wealth Management L.L.C. | 734 | $316.7K | 0.42% | +734 | New |
| Stanley-Laman Group, Ltd. | 736 | $317.6K | 0.03% | +736 | New |
| Evelyn Partners Group Ltd | 737 | $318.0K | 0.01% | +737 | New |
| FSM Wealth Advisors, LLC | 737 | $318.2K | 0.03% | +737 | New |
| Embree Financial Group | 738 | $318.4K | 0.03% | −524−41.5% | Reduced |
| Blue Fin Capital, Inc. | 740 | $319.3K | 0.05% | +740 | New |
| AMG National Trust Bank | 741 | $319.7K | 0.01% | +741 | New |
| Gilliland Jeter Wealth Management LLC | 741 | $319.7K | 0.08% | +741 | New |
| Beck Capital Management, LLC | 742 | $320.1K | 0.06% | +742 | New |
| RB Capital Management, LLC | 748 | $322.8K | 0.06% | +748 | New |
| Sound Income Strategies, LLC | 750 | $323.8K | 0.01% | +173+30.0% | Added |
| Quantum Financial Partners LLC | 752 | $324.5K | 0.17% | +752 | New |
| MFA Wealth Services | 754 | $325.3K | 0.19% | +754 | New |
| Monticello Wealth Management, LLC | 754 | $325.4K | 0.02% | +754 | New |
| Redhawk Wealth Advisors, Inc. | 755 | $325.7K | 0.03% | +755 | New |
| Petersen Hastings Wealth Advisors Inc. | 756 | $326.2K | 0.03% | +756 | New |
| Oakwell Private Wealth Management, LLC | 758 | $327.1K | 0.05% | +758 | New |
| Fusion Capital, LLC | 758 | $327.2K | 0.08% | +758 | New |
| YHB Investment Advisors, Inc. | 759 | $327.5K | 0.02% | +759 | New |
| D.B. Root & Company, LLC | 760 | $327.9K | 0.07% | +760 | New |
| Sagewood Asset Management LP | 766 | $330.5K | 0.07% | +766 | New |
| Naviter Wealth, LLC | 768 | $331.4K | 0.03% | +768 | New |
| American Money Management, LLC | 771 | $332.7K | 0.05% | +771 | New |
| Icon Wealth Advisors, LLC | 771 | $332.8K | 0.02% | +771 | New |
| Patrick M Sweeney & Associates, Inc | 772 | $333.1K | 0.19% | +772 | New |
| Regent Peak Wealth Advisors LLC | 775 | $334.4K | 0.06% | +775 | New |
| Kerntke Otto McGlone Wealth Management Group | 776 | $334.6K | 0.20% | +776 | New |
| Cahaba Wealth Management, Inc. | 778 | $335.8K | 0.02% | +778 | New |
| REAP Financial Group, LLC | 779 | $336.0K | 0.06% | +339+77.0% | Added |
| CMT Capital Markets Trading GmbH | 782 | $337.0K | 0.18% | −808−50.8% | Reduced |
| Ronald Blue Trust, Inc. | 783 | $338.0K | 0.00% | −11−1.4% | Reduced |
| Liberty Wealth Management LLC | 2,058 | $338.1K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 784 | $338.3K | 0.00% | +784 | New |
| Evolution Wealth Advisors, LLC | 784 | $338.3K | 0.04% | +784 | New |
| Crew Capital Management, Ltd. | 784 | $338.3K | 0.18% | +784 | New |
| Dudley Capital Management, LLC | 785 | $338.7K | 0.14% | +785 | New |
| LaSalle St. Investment Advisors, LLC | 786 | $338.9K | 0.04% | +786 | New |
| Gamco Investors, Inc. Et Al | 790 | $340.9K | 0.00% | −2,330−74.7% | Reduced |
| KMG Fiduciary Partners, LLC | 790 | $341.0K | 0.03% | −27,832−97.2% | Reduced |
| Onefund, LLC | 791 | $341.3K | 0.19% | −37−4.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 792 | $341.8K | 0.02% | +792 | New |
| TABR Capital Management, LLC | 794 | $342.6K | 0.29% | +794 | New |
| Fulcrum Equity Management | 802 | $346.1K | 0.28% | +802 | New |
| Capital Counsel LLC | 803 | $346.5K | 0.01% | +803 | New |
| Founders Capital Management, LLC | 803 | $346.5K | 0.05% | +803 | New |
| Marble Harbor Investment Counsel, LLC | 804 | $346.9K | 0.04% | +804 | New |
| Regatta Capital Group, LLC | 806 | $347.8K | 0.05% | +806 | New |
| One Capital Management, LLC | 2,121 | $348.1K | 0.01% | 00.0% | Unchanged |
| Cercano Management LLC | 808 | $348.6K | 0.05% | −24,003−96.7% | Reduced |
| Wealth Architects, LLC | 808 | $348.7K | 0.03% | +808 | New |
| COFG Advisors, LLC | 809 | $348.9K | 0.06% | +809 | New |
| North Capital, Inc. | 811 | $350.1K | 0.26% | +811 | New |
| Lodestone Wealth Management LLC | 812 | $350.2K | 0.12% | −24−2.9% | Reduced |
| IFG Advisors, LLC | 813 | $350.8K | 0.05% | +813 | New |
| Darrow Company, Inc. | 813 | $350.8K | 0.14% | +813 | New |
| Chatham Capital Group, Inc. | 815 | $351.6K | 0.04% | +815 | New |
| Marathon Trading Investment Management LLC | 820 | $353.8K | 0.04% | +820 | New |
| Root Financial Partners, LLC | 823 | $355.3K | 0.01% | −557−40.4% | Reduced |
| Advus Financial Partners, LLC | 825 | $356.0K | 0.08% | +825 | New |
| Long Road Investment Counsel, LLC | 830 | $358.1K | 0.13% | +830 | New |
| Betterment LLC | 832 | $359.0K | 0.00% | +832 | New |
| Sienna Gestion | 858 | $359.7K | 0.02% | +858 | New |
| Five Oceans Advisors | 834 | $359.8K | 0.12% | +834 | New |
| CMC Financial Group | 835 | $360.3K | 0.70% | +835 | New |
| Broadway Wealth Solutions, Inc. | 836 | $360.7K | 0.17% | +836 | New |
| First Horizon Corp | 837 | $361.1K | 0.01% | +508+154.4% | Added |
| Victory Financial Group, LLC | 840 | $362.6K | 0.04% | +840 | New |
| Ankerstar Wealth, LLC | 842 | $363.3K | 0.30% | −200−19.2% | Reduced |
| Legend Capital Advisors LLC | 847 | $365.4K | 0.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 847 | $365.4K | 0.02% | +847 | New |
| Northwest Wealth Management, LLC | 852 | $367.5K | 0.05% | +852 | New |
| Harbor Investment Advisory, LLC | 854 | $368.5K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 856 | $369.3K | 0.04% | +856 | New |
| Harrell Investment Partners, LLC | 859 | $370.6K | 0.08% | +859 | New |
| Peak Planning Group, LLC | 859 | $370.7K | 0.08% | +859 | New |
| MJP Associates Inc | 859 | $370.8K | 0.04% | −741−46.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $372.8K | 0.14% | −682−44.1% | Reduced |
| Detalus Advisors, LLC | 865 | $373.1K | 0.07% | −925−51.7% | Reduced |
| Third View Private Wealth, LLC | 867 | $374.1K | 0.05% | +867 | New |
| Lowe Brockenbrough & Co Inc | 868 | $374.5K | 0.02% | +868 | New |
| Klingman & Associates, LLC | 870 | $375.4K | 0.02% | +870 | New |
| Barton Investment Management | 875 | $377.5K | 0.05% | +875 | New |
| Flatrock Wealth Partners LLC | 884 | $381.3K | 0.15% | +884 | New |
| Tiemann Investment Advisors, LLC | 886 | $382.3K | 0.14% | +886 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 888 | $383.1K | 0.03% | +888 | New |
| Florida Financial Advisors, LLC | 890 | $384.1K | 0.06% | +890 | New |
| Impact Capital Partners LLC | 891 | $384.4K | 0.10% | +891 | New |
| Peak Asset Management, LLC | 900 | $388.3K | 0.06% | +900 | New |
| Chung Wu Investment Group, LLC | 900 | $388.3K | 0.26% | +900 | New |
| C M Bidwell & Associates Ltd | 904 | $390.0K | 0.16% | −25−2.7% | Reduced |
| Milestone Asset Management, LLC | 904 | $390.0K | 0.06% | +904 | New |
| Range Advisory, LLC | 906 | $390.8K | 0.05% | +906 | New |
| Insight Advisors, LLC | 906 | $390.9K | 0.07% | +906 | New |
| Fort Point Capital Partners LLC | 908 | $391.8K | 0.04% | +908 | New |
