| FSA Wealth Management LLC | 143 | $61.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 146 | $62.1K | 0.01% | +6+4.3% | Added |
| Truvestments Capital LLC | 146 | $62.1K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $63.8K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $64.0K | 0.01% | −24−13.8% | Reduced |
| Stephens Consulting, LLC | 154 | $65.5K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 156 | $66.4K | 0.01% | +156 | New |
| Raffa Wealth Management, LLC | 160 | $68.0K | 0.02% | +1+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 162 | $68.9K | 0.02% | −84−34.1% | Reduced |
| Kestra Investment Management, LLC | 163 | $69.4K | 0.00% | +163 | New |
| Comprehensive Financial Planning, Inc. | 167 | $71.0K | 0.06% | +167 | New |
| Vision Financial Markets LLC | 175 | $74.5K | 0.08% | +175 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 175 | $74.5K | 0.00% | +4+2.3% | Added |
| Oarsman Capital, Inc. | 190 | $81.0K | 0.01% | +190 | New |
| Migdal Insurance & Financial Holdings Ltd. | 195 | $83.0K | 0.00% | −3,538−94.8% | Reduced |
| City Holding Co | 200 | $85.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 204 | $87.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 206 | $88.0K | 0.03% | 00.0% | Unchanged |
| Cordant, Inc. | 209 | $88.9K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 212 | $90.1K | 0.01% | −39−15.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 217 | $92.4K | 0.09% | +217 | New |
| Wintrust Investments LLC | 220 | $93.0K | 0.08% | −7−3.1% | Reduced |
| Vermillion Wealth Management, Inc. | 219 | $93.3K | 0.05% | +219 | New |
| Bell Investment Advisors, Inc | 221 | $93.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 230 | $97.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 240 | $102.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 246 | $104.7K | 0.03% | −4−1.6% | Reduced |
| Davis Capital Management | 246 | $104.7K | 0.09% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 248 | $105.5K | 0.08% | +248 | New |
| Westend Capital Management, LLC | 250 | $106.4K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 251 | $106.7K | 0.03% | +8+3.3% | Added |
| Bogart Wealth, LLC | 252 | $107.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 270 | $114.9K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 272 | $115.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 273 | $116.0K | 0.03% | −15−5.2% | Reduced |
| Aspect Partners, LLC | 273 | $116.3K | 0.07% | +1+0.4% | Added |
| Wood Tarver Financial Group, LLC | 275 | $117.0K | 0.04% | +275 | New |
| Compagnie Lombard Odier SCmA | 300 | $127.7K | 0.00% | −1,200−80.0% | Reduced |
| Financial Management Professionals, Inc. | 300 | $127.7K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 300 | $127.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $127.7K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $128.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 304 | $129.2K | 0.01% | −10−3.2% | Reduced |
| Kentucky Trust Co | 325 | $138.3K | 0.08% | +325 | New |
| Future Financial Wealth Managment LLC | 330 | $140.4K | 0.10% | 00.0% | Unchanged |
| Trust Co | 337 | $143.4K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 341 | $145.1K | 0.02% | +250+274.7% | Added |
| Bangor Savings Bank | 345 | $146.8K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 350 | $148.9K | 0.13% | +350 | New |
| Pineridge Advisors LLC | 355 | $151.2K | 0.06% | +51+16.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 363 | $154.7K | 0.00% | +63+21.0% | Added |
| China Universal Asset Management Co., Ltd. | 370 | $157.4K | 0.01% | +220+146.7% | Added |
| CoreFirst Bank & Trust | 370 | $157.4K | 0.09% | 00.0% | Unchanged |
| Tidemark, LLC | 374 | $159.1K | 0.06% | −230−38.1% | Reduced |
| Ameritas Investment Partners, Inc. | 381 | $162.2K | 0.01% | −10−2.6% | Reduced |
| Rogco, LP | 387 | $164.7K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 386 | $164.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 388 | $165.0K | 0.04% | +2+0.5% | Added |
| Oakworth Capital, Inc. | 390 | $165.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 396 | $168.7K | 0.06% | +1+0.3% | Added |
| BankPlus Trust Department | 405 | $172.3K | 0.06% | +405 | New |
| Trifecta Capital Advisors, LLC | 410 | $174.5K | 0.03% | −7−1.7% | Reduced |
| Indiana Trust & Investment Management CO | 421 | $179.1K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 425 | $180.8K | 0.00% | +425 | New |
| Wellington Shields & Co., LLC | 427 | $181.7K | 0.06% | −5−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 438 | $186.6K | 0.01% | +64+17.1% | Added |
| HM Payson & Co | 440 | $187.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 450 | $191.0K | 0.01% | +204+82.9% | Added |
| ZRC Wealth Management, LLC | 450 | $191.5K | 0.08% | −12−2.6% | Reduced |
| Loomis Sayles & Co L P | 451 | $192.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 454 | $193.2K | 0.03% | −73−13.9% | Reduced |
| St. Johns Investment Management Company, LLC | 460 | $195.7K | 0.09% | +460 | New |
| Key Financial Inc | 463 | $197.0K | 0.04% | +100+27.5% | Added |
| Westside Investment Management, Inc. | 465 | $197.9K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 471 | $200.4K | 0.02% | +471 | New |
| United Advisor Group, LLC | 471 | $200.4K | 0.04% | +471 | New |
| Aurora Private Wealth, Inc. | 473 | $201.0K | 0.15% | +473 | New |
| Rathbone Brothers plc | 473 | $201.3K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 474 | $201.7K | 0.01% | +474 | New |
| Cerro Pacific Wealth Advisors LLC | 477 | $201.8K | 0.07% | +477 | New |
| Guidance Point Advisors, LLC | 481 | $204.6K | 0.06% | +481 | New |
| Prasad Wealth Partners, LLC | 481 | $204.7K | 0.07% | +481 | New |
| 1832 Asset Management L.P. | 485 | $206.4K | 0.00% | 00.0% | Unchanged |
| Partners in Financial Planning | 485 | $206.5K | 0.04% | −44−8.3% | Reduced |
| Members Wealth LLC | 468 | $207.6K | 0.15% | +468 | New |
| Norris Perne & French LLP | 488 | $207.6K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 491 | $208.9K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 490 | $209.0K | 0.02% | +490 | New |
| Noesis Capital Mangement Corp | 494 | $210.0K | 0.04% | −418−45.8% | Reduced |
| MKD Wealth Coaches, LLC | 494 | $210.2K | 0.21% | +494 | New |
| Financial Management Network Inc | 495 | $211.3K | 0.04% | +1+0.2% | Added |
| Centurion Wealth Management LLC | 499 | $212.5K | 0.07% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 503 | $212.7K | 0.10% | +4+0.8% | Added |
| LFA - Lugano Financial Advisors SA | 500 | $212.8K | 0.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 500 | $212.8K | 0.06% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 500 | $212.8K | 0.15% | 00.0% | Unchanged |
| Callan Family Office, LLC | 500 | $212.8K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $213.0K | 0.02% | 00.0% | Unchanged |
| Axecap Investments, LLC | 501 | $213.2K | 0.16% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 504 | $214.5K | 0.03% | +504 | New |