| NewSquare Capital LLC | 188 | $70.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $75.4K | 0.02% | +100+100.0% | Added |
| EdgeRock Capital LLC | 200 | $77.3K | 0.06% | +200 | New |
| Bangor Savings Bank | 210 | $79.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 215 | $81.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 218 | $82.0K | 0.00% | −18−7.6% | Reduced |
| Armstrong Advisory Group, Inc | 230 | $86.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 234 | $88.0K | 0.02% | +23+10.9% | Added |
| Sound Income Strategies, LLC | 239 | $90.2K | 0.01% | +202+545.9% | Added |
| City Holding Co | 240 | $90.4K | 0.01% | −25−9.4% | Reduced |
| Pinnacle Bancorp, Inc. | 250 | $94.2K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $94.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 255 | $96.2K | 0.01% | −18−6.6% | Reduced |
| Aspect Partners, LLC | 269 | $101.4K | 0.07% | +269 | New |
| Union Savings Bank | 270 | $101.8K | 0.06% | −46−14.6% | Reduced |
| ZRC Wealth Management, LLC | 323 | $108.2K | 0.06% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 289 | $110.4K | 0.06% | +289 | New |
| Financial Management Professionals, Inc. | 300 | $113.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $113.1K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $113.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 310 | $116.8K | 0.01% | +7+2.3% | Added |
| Abound Wealth Management | 311 | $117.0K | 0.05% | +61+24.4% | Added |
| Plante Moran Financial Advisors, LLC | 322 | $121.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 326 | $122.9K | 0.04% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 326 | $123.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 328 | $123.6K | 0.00% | −808−71.1% | Reduced |
| Private Ocean, LLC | 329 | $124.0K | 0.01% | +329 | New |
| Trust Co | 337 | $127.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 340 | $128.1K | 0.08% | +250+277.8% | Added |
| BFSG, LLC | 341 | $128.5K | 0.02% | +341 | New |
| Creative Financial Designs Inc | 356 | $134.1K | 0.01% | −82−18.7% | Reduced |
| HM Payson & Co | 360 | $135.7K | 0.00% | −360−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 369 | $139.1K | 0.02% | +2+0.5% | Added |
| CoreFirst Bank & Trust | 370 | $139.4K | 0.09% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 385 | $144.9K | 0.05% | +2+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 386 | $145.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 390 | $147.0K | 0.07% | +2+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 399 | $150.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 400 | $150.9K | 0.01% | +45+12.7% | Added |
| Ronald Blue Trust, Inc. | 458 | $153.0K | 0.00% | −467−50.5% | Reduced |
| Fortitude Family Office, LLC | 408 | $153.9K | 0.11% | +408 | New |
| Baystate Wealth Management LLC | 409 | $154.3K | 0.01% | +161+64.9% | Added |
| Tyler-Stone Wealth Management | 410 | $154.4K | 0.08% | +45+12.3% | Added |
| Trifecta Capital Advisors, LLC | 417 | $157.2K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 421 | $158.7K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 425 | $160.2K | 0.05% | −599−58.5% | Reduced |
| BlackRock Inc. | 450 | $169.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 465 | $175.2K | 0.07% | −135−22.5% | Reduced |
| Center for Financial Planning, Inc. | 473 | $178.3K | 0.03% | +100+26.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 479 | $180.5K | 0.05% | +479 | New |
| Highline Wealth Partners LLC | 490 | $184.7K | 0.09% | +230+88.5% | Added |
| Insight Financial Services | 491 | $185.0K | 0.22% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 493 | $185.8K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 496 | $186.9K | 0.17% | +496 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 515 | $194.1K | 0.00% | −7−1.3% | Reduced |
| Vima LLC | 517 | $194.7K | 0.45% | +517 | New |
| 1832 Asset Management L.P. | 525 | $197.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 533 | $200.9K | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 533 | $200.9K | 0.10% | +533 | New |
| Ritholtz Wealth Management | 537 | $202.3K | 0.01% | +537 | New |
| Commonwealth Retirement Investments LLC | 538 | $202.8K | 0.11% | +538 | New |
| Delta Financial Group, Inc. | 539 | $203.0K | 0.06% | +539 | New |
| Oakworth Capital, Inc. | 544 | $205.0K | 0.02% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 544 | $205.0K | 0.04% | +544 | New |
| Safeguard Investment Advisory Group, LLC | 545 | $205.4K | 0.08% | −220−28.8% | Reduced |
| Partners in Financial Planning | 552 | $207.9K | 0.05% | +552 | New |
| Nikulski Financial, Inc. | 552 | $208.0K | 0.08% | +552 | New |
| Accel Wealth Management | 555 | $209.3K | 0.11% | +555 | New |
| Slagle Financial, LLC | 1,110 | $209.5K | 0.12% | +1,110 | New |
| Adamsbrown Wealth Consultants LLC | 557 | $209.8K | 0.09% | +557 | New |
| Activest Wealth Management | 558 | $210.5K | 0.12% | +1+0.2% | Added |
| Coastal Investment Advisors, Inc. | 562 | $211.9K | 0.05% | +562 | New |
| Texas Yale Capital Corp. | 563 | $212.2K | 0.01% | +563 | New |
| MWA Asset Management | 563 | $212.2K | 0.18% | −58−9.3% | Reduced |
| Maltin Wealth Management, Inc. | 564 | $212.4K | 0.14% | +564 | New |
| Fayez Sarofim & Co | 550 | $212.7K | 0.00% | +550 | New |
| Citizens National Bank Trust Department | 565 | $212.9K | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 567 | $213.8K | 0.01% | +567 | New |
| Garden State Investment Advisory Services LLC | 569 | $214.3K | 0.09% | +569 | New |
| Mystic Asset Management, Inc. | 571 | $215.2K | 0.10% | +571 | New |
| Moisand Fitzgerald Tamayo, LLC | 574 | $216.3K | 0.04% | +25+4.6% | Added |
| Meridian Financial, LLC | 575 | $216.7K | 0.17% | +575 | New |
| Main Street Financial Solutions, LLC | 578 | $217.8K | 0.03% | +578 | New |
| C2C Wealth Management, LLC | 578 | $217.9K | 0.18% | +578 | New |
| Laidlaw Wealth Management LLC | 581 | $219.1K | 0.08% | +581 | New |
| Carlson Capital Management | 585 | $220.5K | 0.01% | +585 | New |
| TrinityPoint Wealth, LLC | 585 | $220.5K | 0.04% | +585 | New |
| First United Bank Trust | 586 | $220.8K | 0.09% | −25−4.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 587 | $221.2K | 0.10% | +587 | New |
| Elite Life Management LLC | 588 | $221.6K | 1.33% | +588 | New |
| Revolve Wealth Partners, LLC | 588 | $221.7K | 0.04% | +588 | New |
| Colonial Trust Co | 590 | $222.4K | 0.05% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 590 | $222.4K | 0.03% | +590 | New |
| Aldebaran Financial Inc. | 591 | $222.7K | 0.34% | −15−2.5% | Reduced |
| Harbor Group, Inc. | 595 | $224.2K | 0.06% | +595 | New |
| PDS Planning, Inc | 595 | $224.4K | 0.03% | +595 | New |
| Callan Capital, LLC | 596 | $224.6K | 0.02% | −79−11.7% | Reduced |
| Whitcomb & Hess, Inc. | 597 | $224.9K | 0.08% | +597 | New |
| SOA Wealth Advisors, LLC. | 597 | $225.0K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 599 | $225.8K | 0.14% | +599 | New |