| Twin Peaks Wealth Advisors, LLC | 286 | $103.7K | 0.03% | +286 | New |
| Cornerstone Planning Group LLC | 300 | $106.9K | 0.02% | +11+3.8% | Added |
| Roble, Belko & Company, Inc | 300 | $107.0K | 0.02% | −24−7.4% | Reduced |
| Pandora Wealth, Inc. | 300 | $107.1K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 304 | $108.5K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 310 | $110.7K | 0.08% | +10+3.3% | Added |
| Deseret Mutual Benefit Administrators | 311 | $111.0K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 323 | $112.4K | 0.06% | −55−14.6% | Reduced |
| MV Capital Management, Inc. | 315 | $112.5K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 316 | $112.8K | 0.11% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 330 | $118.7K | 0.02% | −17−4.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 345 | $123.2K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 347 | $123.9K | 0.05% | +347 | New |
| Cranbrook Wealth Management, LLC | 356 | $127.1K | 0.03% | +71+24.9% | Added |
| BFSG, LLC | 360 | $128.5K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 370 | $132.1K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 373 | $132.8K | 0.02% | +148+65.8% | Added |
| Safe Harbor Fiduciary, LLC | 387 | $138.2K | 0.13% | −18−4.4% | Reduced |
| Kimelman & Baird, LLC | 387 | $138.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 368 | $141.6K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $142.8K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 403 | $144.0K | 0.02% | +266+194.2% | Added |
| Peoples Financial Services Corp. | 410 | $146.4K | 0.07% | −4−1.0% | Reduced |
| First PREMIER Bank | 412 | $147.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 419 | $149.6K | 0.02% | −1,091−72.3% | Reduced |
| Hoese & Co LLP | 426 | $152.1K | 0.12% | 00.0% | Unchanged |
| Hemington Wealth Management | 434 | $154.0K | 0.02% | +6+1.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 435 | $155.3K | 0.06% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 444 | $158.5K | 0.10% | +7+1.6% | Added |
| Tortoise Investment Management, LLC | 452 | $161.5K | 0.02% | +14+3.2% | Added |
| Truvestments Capital LLC | 460 | $164.1K | 0.03% | −16−3.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $167.8K | 0.05% | +90+23.7% | Added |
| Private Wealth Management Group, LLC | 475 | $169.6K | 0.06% | +3+0.6% | Added |
| Gleason Group, Inc. | 477 | $170.4K | 0.02% | −41−7.9% | Reduced |
| Atlantic Trust, LLC | 486 | $173.6K | 0.03% | +217+80.7% | Added |
| Atticus Wealth Management, LLC | 487 | $173.9K | 0.05% | +487 | New |
| Sound Income Strategies, LLC | 510 | $182.2K | 0.01% | −189−27.0% | Reduced |
| Bellwether Advisors, LLC | 513 | $183.1K | 0.03% | +142+38.3% | Added |
| Piscataqua Savings Bank | 516 | $184.2K | 0.15% | +90+21.1% | Added |
| Provenance Wealth Advisors, LLC | 523 | $186.7K | 0.03% | −15−2.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 525 | $187.7K | 0.06% | −208−28.4% | Reduced |
| Parvin Asset Management, LLC | 530 | $189.2K | 0.19% | −20−3.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 540 | $192.8K | 0.00% | −23−4.1% | Reduced |
| Avion Wealth | 556 | $198.0K | 0.05% | +127+29.6% | Added |
| Dakota Community Bank & Trust NA | 559 | $199.6K | 0.90% | +48+9.4% | Added |
| Hazlett, Burt & Watson, Inc. | 560 | $200.0K | 0.08% | −94−14.4% | Reduced |
| Wood Tarver Financial Group, LLC | 562 | $200.0K | 0.06% | 00.0% | Unchanged |
| Meredith Wealth Planning | 561 | $200.3K | 0.07% | +561 | New |
| Siligmueller & Norvid Wealth Advisors LLC | 552 | $200.3K | 0.08% | +552 | New |
| Empirical Asset Management, LLC | 562 | $200.6K | 0.06% | +562 | New |
| Centric Wealth Management | 555 | $201.4K | 0.05% | −201−26.6% | Reduced |
| Hollow Brook Wealth Management LLC | 565 | $201.7K | 0.06% | +565 | New |
| Princeton Capital Management LLC | 567 | $202.4K | 0.06% | +567 | New |
| Barrett & Company, Inc. | 568 | $202.8K | 0.08% | 00.0% | Unchanged |
| Seven Mile Advisory | 568 | $202.8K | 0.12% | +568 | New |
| Operose Advisors LLC | 568 | $202.8K | 0.06% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 570 | $203.5K | 0.02% | +570 | New |
| Cardinal Point Capital Management, ULC | 570 | $203.5K | 0.02% | +570 | New |
| Balentine LLC | 572 | $204.2K | 0.01% | +572 | New |
| Nomura Holdings Inc | 573 | $204.6K | 0.00% | −124,193−99.5% | Reduced |
| Cetera Trust Company, N.A | 573 | $204.6K | 0.12% | −50−8.0% | Reduced |
| Resources Management Corp | 575 | $205.0K | 0.03% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 578 | $206.4K | 0.13% | +578 | New |
| Verity & Verity, LLC | 580 | $207.1K | 0.02% | +580 | New |
| Syverson Strege & Co | 580 | $207.1K | 0.05% | +580 | New |
| Conservest Capital Advisors, Inc. | 580 | $207.1K | 0.02% | +580 | New |
| Refined Wealth Management | 582 | $207.8K | 0.14% | +582 | New |
| 3Chopt Investment Partners, LLC | 582 | $207.8K | 0.05% | +582 | New |
| Cottage Street Advisors LLC | 584 | $208.5K | 0.11% | +584 | New |
| Ahl Investment Management, Inc. | 584 | $208.5K | 0.14% | +584 | New |
| Sargent Investment Group, LLC | 583 | $208.8K | 0.03% | +583 | New |
| Bath Savings Trust Co | 585 | $208.8K | 0.02% | +585 | New |
| Papp L Roy & Associates | 585 | $208.8K | 0.02% | +585 | New |
| Strategic Family Wealth Counselors, L.L.C. | 585 | $208.8K | 0.06% | +585 | New |
| Motive Wealth Advisors | 586 | $209.2K | 0.10% | +586 | New |
| Vance Wealth, Inc. | 588 | $209.9K | 0.07% | +588 | New |
| Financial Security Advisor, Inc. | 588 | $209.9K | 0.05% | +588 | New |
| Acorn Financial Advisory Services Inc | 589 | $210.3K | 0.03% | +589 | New |
| Investment Partners, Ltd. | 590 | $210.7K | 0.08% | +590 | New |
| Sandbox Financial Partners, LLC | 591 | $211.1K | 0.07% | +591 | New |
| Kerntke Otto McGlone Wealth Management Group | 594 | $212.2K | 0.17% | +594 | New |
| Cascade Financial Partners, LLC | 596 | $212.6K | 0.03% | +596 | New |
| Peregrine Asset Advisers, Inc. | 596 | $212.8K | 0.07% | +596 | New |
| Fairview Capital Investment Management, LLC | 597 | $213.1K | 0.01% | +597 | New |
| Townsend Asset Management Corp | 598 | $213.5K | 0.08% | +598 | New |
| Westshore Wealth, LLC | 598 | $213.5K | 0.08% | +598 | New |
| Old Port Advisors | 599 | $213.8K | 0.06% | +599 | New |
| SoundView Advisors Inc. | 600 | $214.0K | 0.08% | +600 | New |
| Reyes Financial Architecture, Inc. | 600 | $214.2K | 0.18% | +100+20.0% | Added |
| Uhlmann Price Securities, LLC | 600 | $214.2K | 0.15% | +600 | New |
| Renaissance Investment Group LLC | 600 | $214.2K | 0.05% | +600 | New |
| Vanguard Capital Wealth Advisors | 600 | $214.2K | 0.21% | +600 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 600 | $214.2K | 0.01% | +600 | New |
| Pasadena Private Wealth, LLC | 600 | $214.2K | 0.04% | +600 | New |
| Mattern Wealth Management LLC | 600 | $214.2K | 0.04% | +600 | New |
| Flynn Zito Capital Management, LLC | 600 | $214.2K | 0.09% | +600 | New |
| Global Assets Advisory, LLC | 605 | $214.8K | 0.08% | +605 | New |
| Old North State Trust, LLC | 603 | $215.0K | 0.15% | +603 | New |
| Summit Wealth Group, LLC | 603 | $215.0K | 0.06% | +603 | New |
| Arvest Bank Trust Division | 603 | $215.3K | 0.01% | +603 | New |
