| Spire Wealth Management | 467 | $134.9K | 0.00% | +84+21.9% | Added |
| Oakworth Capital, Inc. | 470 | $135.8K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $144.4K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 505 | $145.9K | 0.00% | +71+16.4% | Added |
| Montag A & Associates Inc | 504 | $146.3K | 0.01% | +50+11.0% | Added |
| Birchwood Financial Partners, Inc. | 509 | $147.0K | 0.15% | +509 | New |
| State of Wyoming | 518 | $149.6K | 0.02% | −1,229−70.3% | Reduced |
| SWAN Capital LLC | 518 | $149.7K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 527 | $152.0K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 527 | $152.1K | 0.02% | −8−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 535 | $154.6K | 0.00% | −446−45.5% | Reduced |
| Gen-Wealth Partners Inc | 540 | $156.0K | 0.05% | −425−44.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 546 | $157.7K | 0.02% | +546 | New |
| Compagnie Lombard Odier SCmA | 550 | $158.9K | 0.00% | −45,000−98.8% | Reduced |
| BNP Paribas | 565 | $163.3K | 0.00% | +7+1.3% | Added |
| Bank & Trust Co | 575 | $166.1K | 0.12% | 00.0% | Unchanged |
| Crews Bank & Trust | 576 | $166.4K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 581 | $167.8K | 0.01% | −20−3.3% | Reduced |
| North Star Investment Management Corp. | 582 | $168.1K | 0.01% | −33−5.4% | Reduced |
| Versant Capital Management, Inc | 586 | $169.3K | 0.02% | +66+12.7% | Added |
| CoreCap Advisors, LLC | 590 | $170.4K | 0.01% | +107+22.2% | Added |
| Johnson Financial Group, Inc. | 591 | $171.6K | 0.01% | +220+59.3% | Added |
| J.Safra Asset Management Corp | 610 | $176.2K | 0.01% | +555+1,009.1% | Added |
| Root Financial Partners, LLC | 626 | $180.8K | 0.01% | +94+17.7% | Added |
| LRI Investments, LLC | 632 | $182.6K | 0.01% | +31+5.2% | Added |
| Deseret Mutual Benefit Administrators | 634 | $183.1K | 0.08% | +19+3.1% | Added |
| United Financial Planning Group LLC | 634 | $183.2K | 0.11% | +600+1,764.7% | Added |
| Purpose Unlimited Inc. | 639 | $184.6K | 0.01% | +639 | New |
| Smithfield Trust Co | 647 | $186.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 655 | $189.0K | 0.01% | −238−26.7% | Reduced |
| Clean Yield Group | 655 | $189.2K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 658 | $190.1K | 0.11% | +37+6.0% | Added |
| 1620 Investment Advisors, Inc. | 663 | $191.6K | 0.13% | −4−0.6% | Reduced |
| Quest Partners LLC | 665 | $192.1K | 0.01% | −1,987−74.9% | Reduced |
| Cromwell Holdings LLC | 672 | $195.1K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 686 | $198.1K | 0.03% | +44+6.9% | Added |
| United Asset Strategies, Inc. | 693 | $200.1K | 0.02% | +693 | New |
| Waller Financial Planning Group, Inc | 693 | $200.1K | 0.04% | +693 | New |
| Westshore Wealth, LLC | 694 | $200.5K | 0.07% | +694 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 692 | $200.5K | 0.07% | +664+2,371.4% | Added |
| Osborne Partners Capital Management, LLC | 696 | $201.0K | 0.01% | +696 | New |
| Anchyra Partners LLC | 697 | $201.3K | 0.06% | +697 | New |
| Cohen & Steers, Inc. | 700 | $202.0K | 0.00% | 00.0% | Unchanged |
| Accredited Investors Inc. | 700 | $202.1K | 0.01% | +700 | New |
| Mill Capital Management, LLC | 700 | $202.2K | 0.01% | +700 | New |
| Lazari Capital Management, Inc. | 700 | $202.3K | 0.07% | +700 | New |
| Nicholas Hoffman & Company, LLC. | 701 | $202.6K | 0.00% | +701 | New |
| Cullen Investment Group, Ltd. | 650 | $202.9K | 0.03% | +650 | New |
| Aspire Growth Partners LLC | 703 | $203.0K | 0.14% | +703 | New |
| Eastern Bank | 703 | $203.1K | 0.00% | −68−8.8% | Reduced |
| Sagewood Asset Management LP | 704 | $203.4K | 0.07% | +704 | New |
| Hapanowicz & Associates Financial Services, Inc | 704 | $203.4K | 0.08% | +704 | New |
| Second Line Capital, LLC | 701 | $203.5K | 0.04% | +701 | New |
| Aster Capital Management (DIFC) Ltd | 705 | $203.6K | 0.09% | −1,203−63.1% | Reduced |
| Nautilus Advisors LLC | 707 | $204.2K | 0.13% | +707 | New |
| Legend Capital Advisors LLC | 710 | $205.1K | 0.11% | +710 | New |
| Corsicana & Co. | 711 | $205.4K | 0.12% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 713 | $206.0K | 0.04% | +713 | New |
| DiNuzzo Private Wealth, Inc. | 718 | $207.4K | 0.02% | +1+0.1% | Added |
| O'Rourke & Company, Inc | 719 | $207.7K | 0.08% | +719 | New |
| Peak Retirement Planning, Inc. | 720 | $207.9K | 0.05% | +720 | New |
| Snowwater Investment Partners, LLC | 718 | $208.4K | 0.19% | +718 | New |
| Gateway Investment Advisers LLC | 723 | $208.8K | 0.00% | +723 | New |
| Cape Cod Five Cents Savings Bank | 765 | $209.4K | 0.02% | 00.0% | Unchanged |
| Skylands Capital, LLC | 725 | $209.4K | 0.03% | −7,100−90.7% | Reduced |
| Journey Advisory Group, LLC | 725 | $209.4K | 0.02% | −229−24.0% | Reduced |
| Gateway Wealth Partners, LLC | 726 | $209.7K | 0.02% | +726 | New |
| Greenwich Wealth Management LLC | 727 | $210.0K | 0.01% | +727 | New |
| Northstar Financial Companies, Inc. | 728 | $210.3K | 0.17% | −163−18.3% | Reduced |
| WBH Advisory Inc | 729 | $210.6K | 0.02% | +729 | New |
| Quantum Financial Advisors, LLC | 731 | $211.2K | 0.02% | +731 | New |
| Templeton & Phillips Capital Management, LLC | 731 | $211.2K | 0.14% | +731 | New |
| Global View Capital Management LLC | 733 | $211.7K | 0.04% | +733 | New |
| JMN Financial LLC | 732 | $212.5K | 0.21% | +732 | New |
| United Bank | 736 | $212.6K | 0.07% | −268−26.7% | Reduced |
| Lexington Hill Partners, LLC | 736 | $212.6K | 0.16% | +736 | New |
| Meridian Wealth Management, LLC | 737 | $213.0K | 0.01% | −120−14.0% | Reduced |
| Aspen Grove Capital, LLC | 733 | $213.4K | 0.04% | +733 | New |
| Houlihan Financial Resource Group, Ltd. | 725 | $213.6K | 0.08% | +725 | New |
| River Street Advisors LLC | 743 | $214.6K | 0.08% | +743 | New |
| Carnegie Capital Asset Management, LLC | 745 | $215.2K | 0.00% | +745 | New |
| Cullinan Associates Inc | 750 | $216.6K | 0.01% | +750 | New |
| KFA Private Wealth Group, LLC | 754 | $217.8K | 0.05% | +754 | New |
| Birch Financial Group, LLC | 755 | $218.0K | 0.12% | +755 | New |
| Ofi Invest Asset Management | 888 | $218.4K | 0.00% | +314+54.7% | Added |
| West Family Investments, Inc. | 759 | $219.2K | 0.05% | −486−39.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 759 | $220.6K | 0.01% | +759 | New |
| BFI Infinity Ltd. | 765 | $221.0K | 0.14% | +765 | New |
| EJMK Ventures LLC | 767 | $221.6K | 0.14% | +767 | New |
| NorthRock Partners, LLC | 801 | $222.3K | 0.00% | −4,848−85.8% | Reduced |
| Coyle Financial Counsel LLC | 771 | $222.7K | 0.05% | +771 | New |
| Green Ridge Wealth Planning LLC | 774 | $223.6K | 0.11% | +774 | New |
| Volterra Technologies LP | 775 | $223.9K | 0.23% | +775 | New |
| Crewe Advisors LLC | 777 | $224.4K | 0.02% | +3+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 777 | $224.6K | 0.00% | +777 | New |
| Cornell Pochily Investment Advisors, Inc. | 778 | $224.7K | 0.07% | +778 | New |
| Saranac Partners Ltd | 778 | $224.7K | 0.09% | 00.0% | Unchanged |
| Claro Advisors LLC | 779 | $224.9K | 0.03% | +779 | New |
| Asset One Wealth Management LLC | 671 | $225.0K | 0.03% | +671 | New |
| BOS Asset Management, LLC | 780 | $225.3K | 0.06% | +780 | New |
