| Heritage Family Offices, LLP | 129 | $256.6K | 0.10% | +129 | New |
| Pacific Excel Wealth Advisors, Inc. | 129 | $256.6K | 0.10% | +129 | New |
| BCJ Capital Management, LLC | 129 | $255.8K | 0.01% | +129 | New |
| Narus Financial Partners, LLC | 128 | $253.7K | 0.07% | −25−16.3% | Reduced |
| Cooper Financial Group | 127 | $251.7K | 0.02% | −39−23.5% | Reduced |
| Strategic Investment Solutions, Inc. | 127 | $251.7K | 0.06% | +126+12,600.0% | Added |
| Alta Advisers Ltd | 127 | $251.7K | 0.06% | +127 | New |
| Petredis Investment Advisors LLC | 126 | $249.7K | 0.02% | +126 | New |
| Principal Street Partners, LLC | 126 | $249.7K | 0.04% | +126 | New |
| Falcon Wealth Planning | 124 | $246.4K | 0.02% | −38−23.5% | Reduced |
| Phillips Wealth Planners LLC | 145 | $244.1K | 0.18% | −3−2.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 123 | $244.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 123 | $243.8K | 0.03% | +123 | New |
| BlueSky Wealth Advisors, LLC | 123 | $243.8K | 0.03% | −64−34.2% | Reduced |
| Gemmer Asset Management LLC | 122 | $241.8K | 0.02% | +122 | New |
| Kanen Wealth Management LLC | 121 | $239.8K | 0.06% | +121 | New |
| SkyOak Wealth, LLC | 121 | $239.8K | 0.04% | +121 | New |
| Huntington National Bank | 120 | $237.8K | 0.00% | +15+14.3% | Added |
| Income Insurance Ltd | 120 | $237.8K | 0.14% | +120 | New |
| Aprio Wealth Management, LLC | 119 | $235.9K | 0.01% | +119 | New |
| Tilia Fiduciary Partners, Inc. | 119 | $235.8K | 0.11% | +119 | New |
| Cullen/Frost Bankers, Inc. | 118 | $234.2K | 0.00% | −30−20.3% | Reduced |
| Thrive Wealth Management, LLC | 118 | $233.9K | 0.03% | +118 | New |
| Guardian Asset Advisors, LLC | 117 | $231.9K | 0.11% | +117 | New |
| McAdam, LLC | 117 | $231.5K | 0.01% | +117 | New |
| Wayfinding Financial, LLC | 116 | $231.0K | 0.09% | +116 | New |
| Claret Asset Management Corp | 116 | $230.0K | 0.02% | −311−72.8% | Reduced |
| Quent Capital, LLC | 116 | $229.9K | 0.01% | +11+10.5% | Added |
| Elm3 Financial Group, LLC | 116 | $229.9K | 0.16% | +116 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,156 | $228.5K | 0.07% | +2,580+447.9% | Added |
| Nilsine Partners, LLC | 115 | $227.9K | 0.02% | +115 | New |
| Empower Advisory Group, LLC | 115 | $227.9K | 0.00% | +115 | New |
| Focused Wealth Management, Inc | 114 | $226.0K | 0.02% | +114 | New |
| Conning Inc. | 114 | $225.9K | 0.01% | +114 | New |
| Cary Street Partner Investment Advisory LLC | 114 | $225.9K | 0.05% | +114 | New |
| Swiss Re Ltd | 114 | $225.9K | 0.02% | +93+442.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 113 | $224.0K | 0.02% | −11−8.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 113 | $224.0K | 0.00% | +113 | New |
| Goelzer Investment Management, Inc. | 112 | $222.0K | 0.01% | +112 | New |
| CMC Financial Group | 112 | $222.0K | 0.43% | +112 | New |
| Flputnam Investment Management Co | 111 | $220.0K | 0.00% | +111 | New |
| Linscomb & Williams, Inc. | 110 | $218.4K | 0.01% | +110 | New |
| Advisors Capital Management, LLC | 110 | $218.2K | 0.00% | +110 | New |
| Amplius Wealth Advisors, LLC | 110 | $218.0K | 0.02% | +110 | New |
| Fiduciary Alliance LLC | 110 | $217.9K | 0.01% | −12−9.8% | Reduced |
| Defiance ETFs, LLC | 116 | $216.4K | 0.00% | +116 | New |
| Traveka Wealth, LLC | 109 | $216.0K | 0.07% | +109 | New |
| J. M. Brown & Associates Inc. | 108 | $214.6K | 0.12% | +108 | New |
| Terra Nova Asset Management LLC | 108 | $214.1K | 0.13% | +108 | New |
| Fortitude Family Office, LLC | 108 | $214.1K | 0.04% | +73+208.6% | Added |
| Elyxium Wealth, LLC | 107 | $212.6K | 0.02% | +107 | New |
| Phillips Financial Management, LLC | 107 | $212.1K | 0.02% | +107 | New |
| SmartHarvest Portfolios, LLC | 107 | $212.1K | 0.07% | +107 | New |
| Jacobi Capital Management LLC | 106 | $210.7K | 0.01% | −43−28.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 106 | $210.1K | 0.16% | +106 | New |
| SJS Investment Consulting Inc. | 106 | $210.1K | 0.02% | +6+6.0% | Added |
| Zhang Financial LLC | 106 | $210.1K | 0.01% | +106 | New |
| Prevail Innovative Wealth Advisors, LLC | 106 | $210.1K | 0.03% | +106 | New |
| Sageworth Trust Co of South Dakota | 105 | $208.1K | 0.13% | +105 | New |
| Icon Wealth Advisors, LLC | 104 | $206.2K | 0.01% | +104 | New |
| Sage Rhino Capital LLC | 104 | $206.1K | 0.03% | +104 | New |
| Volterra Technologies LP | 104 | $206.1K | 0.13% | +104 | New |
| Bridgewater Advisors Inc. | 128 | $205.8K | 0.01% | +2+1.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 103 | $204.1K | 0.00% | −47−31.3% | Reduced |
| Coastal Bridge Advisors, LLC | 103 | $204.1K | 0.01% | −72−41.1% | Reduced |
| Roberts Glore & Co Inc | 103 | $204.1K | 0.05% | +103 | New |
| Legacy Trust | 103 | $204.1K | 0.04% | +103 | New |
| Goldstone Financial Group, LLC | 103 | $204.1K | 0.02% | +103 | New |
| Foster Victor Wealth Advisors, LLC | 115 | $204.1K | 0.01% | +115 | New |
| Alesco Advisors LLC | 102 | $202.2K | 0.00% | +102 | New |
| TritonPoint Partners, LLC | 102 | $202.2K | 0.02% | +102 | New |
| SMART Wealth LLC | 101 | $200.3K | 0.04% | +101 | New |
| AMG National Trust Bank | 101 | $200.2K | 0.00% | +101 | New |
| Gibson Capital, LLC | 101 | $200.2K | 0.03% | +101 | New |
| Revolve Wealth Partners, LLC | 101 | $200.2K | 0.02% | +101 | New |
| Harmony Asset Management LLC | 101 | $200.2K | 0.05% | +101 | New |
| Warburton Capital Management, LLC | 101 | $200.0K | 0.08% | +101 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $198.0K | 0.05% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 96 | $190.4K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 95 | $188.3K | 0.11% | −1−1.0% | Reduced |
| Byrne Asset Management LLC | 93 | $184.3K | 0.10% | +4+4.5% | Added |
| Rakuten Securities, Inc. | 92 | $182.3K | 0.04% | +48+109.1% | Added |
| Solstein Capital, LLC | 84 | $166.5K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 79 | $156.6K | 0.01% | +15+23.4% | Added |
| Anchor Investment Management, LLC | 79 | $156.6K | 0.01% | +10+14.5% | Added |
| CoreCap Advisors, LLC | 78 | $154.6K | 0.00% | +66+550.0% | Added |
| Covestor Ltd | 76 | $151.0K | 0.09% | +64+533.3% | Added |
| Barrett & Company, Inc. | 75 | $148.6K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 74 | $146.7K | 0.07% | +74 | New |
| Strategic Advocates LLC | 73 | $144.7K | 0.56% | +2+2.8% | Added |
| Private Trust Co NA | 69 | $136.8K | 0.01% | +21+43.8% | Added |
| Activest Wealth Management | 67 | $132.8K | 0.03% | −8−10.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $132.8K | 0.05% | +2+3.1% | Added |
| SHP Wealth Management | 67 | $132.5K | 0.01% | +7+11.7% | Added |
| Wealth Preservation Advisors, LLC | 65 | $128.8K | 0.07% | +3+4.8% | Added |
| Reyes Financial Architecture, Inc. | 64 | $126.8K | 0.07% | −5−7.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 61 | $121.2K | 0.03% | +4+7.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 61 | $120.9K | 0.03% | +11+22.0% | Added |
| Owl Creek Wealth Partners LLC | 57 | $113.0K | 0.03% | +1+1.8% | Added |
| Custom Index Systems, LLC | 57 | $113.0K | 0.04% | +57 | New |
