| Charter Oak Capital Management, LLC | 606 | $206.5K | 0.02% | +606 | New |
| MTM Investment Management, LLC | 606 | $206.6K | 0.07% | +24+4.1% | Added |
| Royal Capital Wealth Management, LLC | 606 | $206.8K | 0.13% | +606 | New |
| Independent Wealth Network Inc. | 608 | $207.2K | 0.07% | +608 | New |
| Crestmont Private Wealth LLC | 609 | $207.7K | 0.07% | +609 | New |
| Live Oak Private Wealth LLC | 610 | $208.0K | 0.03% | +610 | New |
| American Trust | 611 | $208.4K | 0.02% | +611 | New |
| Zhang Financial LLC | 611 | $208.4K | 0.01% | +611 | New |
| Peak Retirement Planning, Inc. | 612 | $208.6K | 0.06% | +612 | New |
| Marino, Stram & Associates LLC | 612 | $208.7K | 0.04% | +612 | New |
| Michael S. Ryan, Inc. | 613 | $209.0K | 0.12% | +613 | New |
| Kelly Financial Services LLC | 613 | $209.1K | 0.05% | +613 | New |
| Rebalance, LLC | 614 | $209.4K | 0.01% | +614 | New |
| Financial Security Advisor, Inc. | 617 | $210.3K | 0.04% | +617 | New |
| Insight 2811, Inc. | 617 | $210.4K | 0.09% | +617 | New |
| Continuum Advisory, LLC | 618 | $210.6K | 0.02% | +618 | New |
| Caldwell Sutter Capital, Inc. | 618 | $210.7K | 0.09% | −6−1.0% | Reduced |
| Cardiff Park Advisors, LLC | 618 | $210.7K | 0.02% | +618 | New |
| Claris Advisors, LLC | 723 | $210.9K | 0.07% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 619 | $211.1K | 0.02% | +619 | New |
| Canandaigua National Trust Co of Florida | 619 | $211.1K | 0.17% | +619 | New |
| Redwood Financial Network Corp | 619 | $211.1K | 0.13% | +619 | New |
| Financial Advisory Service, Inc. | 624 | $212.7K | 0.01% | +624 | New |
| CCM Investment Advisers LLC | 625 | $213.1K | 0.02% | +625 | New |
| Waterfront Wealth Inc. | 629 | $213.4K | 0.04% | +629 | New |
| Consolidated Planning Corp | 626 | $213.5K | 0.02% | +626 | New |
| Investment Advisory Group, LLC | 626 | $213.5K | 0.06% | +626 | New |
| McGowan Group Asset Management, Inc. | 627 | $213.6K | 0.03% | +627 | New |
| Zions Bancorporation, National Association | 627 | $213.8K | 0.01% | +257+69.5% | Added |
| San Luis Wealth Advisors LLC | 628 | $214.1K | 0.04% | +628 | New |
| Stratos Wealth Advisors, LLC | 628 | $214.3K | 0.01% | −340−35.1% | Reduced |
| Seven Mile Advisory | 629 | $214.6K | 0.03% | +629 | New |
| Destination Wealth Management | 630 | $214.8K | 0.01% | +630 | New |
| SFMG, LLC | 630 | $214.8K | 0.01% | +630 | New |
| King Wealth | 629 | $215.0K | 0.03% | +629 | New |
| GK Wealth Management LLC | 632 | $215.5K | 0.16% | +632 | New |
| Weil Company, Inc. | 632 | $215.6K | 0.05% | +632 | New |
| Crown Wealth Group, LLC | 633 | $215.9K | 0.06% | +633 | New |
| Sentry Investment Management LLC | 624 | $216.0K | 0.14% | −191−23.4% | Reduced |
| Fielder Capital Group LLC | 635 | $216.5K | 0.05% | +635 | New |
| FSM Wealth Advisors, LLC | 635 | $216.7K | 0.03% | +635 | New |
| Carson Advisory Inc. | 636 | $216.8K | 0.12% | +636 | New |
| Patten Group, Inc. | 636 | $216.9K | 0.04% | +636 | New |
| Hamilton Wealth, LLC | 638 | $217.6K | 0.05% | +638 | New |
| Northstar Group, Inc. | 639 | $217.9K | 0.03% | +639 | New |
| Shufro Rose & Co LLC | 800 | $218.1K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 640 | $218.2K | 0.01% | +640 | New |
| Websterrogers Financial Advisors, LLC | 642 | $218.9K | 0.07% | +642 | New |
| Moody National Bank Trust Division | 644 | $219.6K | 0.02% | +644 | New |
| State of Wyoming | 645 | $219.9K | 0.03% | −210−24.6% | Reduced |
| Requisite Capital Management, LLC | 647 | $220.6K | 0.04% | +647 | New |
| Foster Victor Wealth Advisors, LLC | 644 | $221.3K | 0.01% | +644 | New |
| Accordant Advisory Group Inc | 649 | $221.3K | 0.15% | −100−13.4% | Reduced |
| Enterprise Financial Services Corp | 651 | $222.0K | 0.11% | −114−14.9% | Reduced |
| Goldstein Advisors, LLC | 652 | $222.3K | 0.03% | +652 | New |
| Griffith & Werner, Inc. | 638 | $223.0K | 0.12% | +638 | New |
| Bensler, LLC | 657 | $224.0K | 0.02% | +657 | New |
| Fortis Capital Advisors, LLC | 658 | $224.6K | 0.04% | +658 | New |
| Aua Capital Management, LLC | 660 | $225.1K | 0.13% | +660 | New |
| Clear Creek Financial Management, LLC | 660 | $225.2K | 0.02% | +660 | New |
| S.E.E.D. Planning Group LLC | 663 | $226.1K | 0.07% | −80−10.8% | Reduced |
| Lewis Asset Management, LLC | 663 | $226.2K | 0.09% | +663 | New |
| Plancorp, LLC | 664 | $226.4K | 0.01% | −230−25.7% | Reduced |
| Paradigm Financial Partners, LLC | 665 | $226.7K | 0.02% | −39−5.5% | Reduced |
| BSW Wealth Partners | 666 | $227.1K | 0.03% | +666 | New |
| Sequent Asset Management, LLC | 667 | $227.4K | 0.11% | +667 | New |
| Greenup Street Wealth Management LLC | 669 | $228.3K | 0.04% | +669 | New |
| Corton Capital Inc. | 671 | $228.8K | 0.56% | +671 | New |
| Klingenstein Fields & Co LP | 672 | $229.2K | 0.01% | −54−7.4% | Reduced |
| Meridian Wealth Advisors, LLC | 672 | $229.3K | 0.03% | +672 | New |
| Endeavor Private Wealth, Inc. | 674 | $229.8K | 0.07% | +674 | New |
| Focus Financial Network, Inc. | 674 | $229.9K | 0.01% | +674 | New |
| One Wealth Capital Management, LLC | 675 | $230.2K | 0.10% | +675 | New |
| Sovran Advisors, LLC | 668 | $230.3K | 0.02% | +668 | New |
| Regatta Capital Group, LLC | 676 | $230.4K | 0.04% | +676 | New |
| Joule Financial, LLC | 676 | $230.5K | 0.07% | +676 | New |
| W Advisors, LLC | 677 | $230.9K | 0.12% | +677 | New |
| Rosenberg Matthew Hamilton | 679 | $231.5K | 0.05% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 679 | $231.5K | 0.04% | +679 | New |
| GKV Capital Management Co., Inc. | 684 | $233.2K | 0.09% | +684 | New |
| Jackson, Grant Investment Advisers, Inc. | 684 | $233.4K | 0.08% | +500+271.7% | Added |
| Cromwell Holdings LLC | 685 | $233.6K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 676 | $234.1K | 0.05% | +676 | New |
| Alliance Wealth Advisors, LLC | 688 | $234.6K | 0.12% | +688 | New |
| GoalFusion Wealth Management, LLC | 691 | $235.6K | 0.11% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 693 | $236.5K | 0.05% | 00.0% | Unchanged |
| Bay Rivers Group | 695 | $237.0K | 0.10% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 695 | $237.0K | 0.12% | +695 | New |
| Onefund, LLC | 699 | $238.4K | 0.15% | +22+3.2% | Added |
| HT Partners LLC | 700 | $238.7K | 0.07% | 00.0% | Unchanged |
| Congress Park Capital LLC | 700 | $238.7K | 0.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 700 | $238.7K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 700 | $238.7K | 0.08% | +700 | New |
| Fountainhead AM, LLC | 700 | $238.7K | 0.03% | +14+2.0% | Added |
| Wendell David Associates Inc | 700 | $239.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 701 | $239.0K | 0.07% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 702 | $239.3K | 0.09% | +702 | New |
| Patriot Investment Management Inc. | 703 | $239.7K | 0.02% | −11−1.5% | Reduced |
| Clarion Wealth Managment Partners, LLC | 706 | $240.7K | 0.24% | +2+0.3% | Added |
| Heritage Trust Co | 706 | $240.7K | 0.03% | 00.0% | Unchanged |