| Twin Peaks Wealth Advisors, LLC | 219 | $143.9K | 0.05% | +219 | New |
| WPG Advisers, LLC | 273 | $144.5K | 0.12% | −93−25.4% | Reduced |
| Nemes Rush Group LLC | 276 | $146.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 483 | $147.0K | 0.12% | −31−6.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 279 | $147.4K | 0.01% | +279 | New |
| Plante Moran Financial Advisors, LLC | 280 | $148.2K | 0.01% | +1+0.4% | Added |
| Concord Wealth Partners | 289 | $152.7K | 0.02% | +124+75.2% | Added |
| Hilltop National Bank | 292 | $154.5K | 0.04% | +292 | New |
| Financial Gravity Companies, Inc. | 293 | $155.0K | 0.03% | +293 | New |
| SOA Wealth Advisors, LLC. | 55,446 | $157.9K | 0.03% | +2,151+4.0% | Added |
| William B. Walkup & Associates, Inc. | 299 | $158.2K | 0.09% | 00.0% | Unchanged |
| TD Capital Management LLC | 303 | $160.4K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 317 | $161.9K | 0.06% | 00.0% | Unchanged |
| Friedenthal Financial | 306 | $161.9K | 0.09% | −3,107−91.0% | Reduced |
| Opal Wealth Advisors, LLC | 308 | $163.0K | 0.05% | +16+5.5% | Added |
| Cetera Trust Company, N.A | 309 | $163.5K | 0.10% | 00.0% | Unchanged |
| Alerus Financial NA | 316 | $167.2K | 0.01% | +316 | New |
| Pinnacle Bancorp, Inc. | 317 | $167.7K | 0.05% | +40+14.4% | Added |
| Rosenberg Matthew Hamilton | 322 | $170.4K | 0.04% | −8−2.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 322 | $170.4K | 0.01% | +322 | New |
| Sittner & Nelson, LLC | 324 | $171.4K | 0.07% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 329 | $174.1K | 0.06% | −95−22.4% | Reduced |
| GHP Investment Advisors, Inc. | 330 | $174.4K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 265 | $176.1K | 0.03% | +1+0.4% | Added |
| Vermillion Wealth Management, Inc. | 335 | $177.3K | 0.08% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 339 | $179.4K | 0.13% | +339 | New |
| Piscataqua Savings Bank | 343 | $181.5K | 0.15% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 344 | $182.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 345 | $183.0K | 0.11% | +235+213.6% | Added |
| Valley National Advisers Inc | 353 | $186.0K | 0.03% | −1−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 358 | $189.4K | 0.00% | +207+137.1% | Added |
| Whipplewood Advisors, LLC | 358 | $189.4K | 0.10% | −586−62.1% | Reduced |
| Flagship Wealth Advisors, LLC | 361 | $191.0K | 0.07% | −9−2.4% | Reduced |
| Oakworth Capital, Inc. | 361 | $191.0K | 0.01% | +8+2.3% | Added |
| Financial Perspectives, Inc | 364 | $192.7K | 0.06% | −18−4.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 366 | $193.7K | 0.09% | −35−8.7% | Reduced |
| Peoples Financial Services Corp. | 368 | $194.7K | 0.10% | 00.0% | Unchanged |
| Country Trust Bank | 370 | $195.8K | 0.00% | +86+30.3% | Added |
| Kelly Lawrence W & Associates Inc | 373 | $197.4K | 0.05% | 00.0% | Unchanged |
| Avondale Wealth Management | 375 | $198.4K | 0.11% | 00.0% | Unchanged |
| Gibbs Wealth Management | 380 | $201.1K | 0.04% | +380 | New |
| Stonebridge Financial Group, LLC | 380 | $201.1K | 0.02% | +36+10.5% | Added |
| Advyzon Investment Management, LLC | 381 | $201.6K | 0.04% | +381 | New |
| BancorpSouth Bank | 382 | $202.1K | 0.01% | +382 | New |
| Five Oceans Advisors | 383 | $202.7K | 0.09% | +383 | New |
| Warren Street Wealth Advisors, LLC | 384 | $203.2K | 0.07% | +384 | New |
| Cahaba Wealth Management, Inc. | 384 | $203.4K | 0.02% | +384 | New |
| Lingohr & Partner Asset Management GmbH | 385 | $204.0K | 0.37% | −8,685−95.8% | Reduced |
| Northeast Financial Consultants Inc | 386 | $204.2K | 0.01% | +386 | New |
| United Advisor Group, LLC | 389 | $205.7K | 0.04% | +389 | New |
| Liberty Wealth Management LLC | 389 | $205.9K | 0.03% | +389 | New |
| Symmetry Partners, LLC | 389 | $206.1K | 0.03% | +389 | New |
| Ameliora Wealth Management Ltd. | 390 | $206.4K | 0.07% | 00.0% | Unchanged |
| F/M Investments LLC | 390 | $206.4K | 0.01% | +390 | New |
| Warwick Investment Management, Inc. | 390 | $206.4K | 0.04% | +390 | New |
| TRUE Private Wealth Advisors | 390 | $206.4K | 0.02% | +390 | New |
| Welch Group, LLC | 390 | $206.4K | 0.01% | +390 | New |
| Ethos Financial Group, LLC | 391 | $206.9K | 0.02% | +391 | New |
| Integrity Alliance, LLC. | 391 | $206.9K | 0.01% | +391 | New |
| Lathrop Investment Management Corp | 392 | $207.0K | 0.04% | +392 | New |
| Palisade Asset Management, LLC | 392 | $207.4K | 0.02% | +392 | New |
| Marotta Asset Management | 392 | $207.4K | 0.04% | +392 | New |
| Lodestar Private Asset Management LLC | 392 | $207.4K | 0.02% | +392 | New |
| Cornell Pochily Investment Advisors, Inc. | 392 | $207.5K | 0.07% | +392 | New |
| Lewis Asset Management, LLC | 393 | $208.0K | 0.10% | +393 | New |
| PTM Wealth Management, LLC | 403 | $208.4K | 0.14% | +403 | New |
| Mirador Capital Partners LP | 394 | $208.5K | 0.03% | +394 | New |
| Scott Marsh Financial, LLC | 394 | $208.5K | 0.08% | +394 | New |
| Kennedy Investment Group | 394 | $208.6K | 0.09% | +394 | New |
| One Charles Private Wealth Services, LLC | 395 | $209.0K | 0.06% | +395 | New |
| Hamel Associates, Inc. | 396 | $209.5K | 0.07% | +396 | New |
| Root Financial Partners, LLC | 396 | $209.6K | 0.02% | +396 | New |
| Stonebridge Capital Advisors LLC | 397 | $210.0K | 0.02% | +397 | New |
| Duncker Streett & Co Inc | 397 | $210.1K | 0.04% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 397 | $210.1K | 0.18% | +397 | New |
| Harold Davidson & Associates Inc. | 398 | $210.6K | 0.14% | +398 | New |
| Vestmark Advisory Solutions, Inc. | 400 | $211.7K | 0.00% | +400 | New |
| EHP Funds Inc. | 400 | $211.7K | 0.24% | +400 | New |
| Webster Bank, N. A. | 402 | $212.7K | 0.02% | +10+2.6% | Added |
| Teachers Insurance & Annuity Association of America | 403 | $213.2K | 0.27% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 403 | $213.2K | 0.03% | +403 | New |
| Brave Asset Management Inc | 404 | $213.8K | 0.06% | +404 | New |
| Cim, LLC | 404 | $213.8K | 0.03% | +404 | New |
| Hummer Financial Advisory Services Inc | 404 | $213.8K | 0.16% | +404 | New |
| Canopy Partners, LLC | 404 | $213.8K | 0.08% | +404 | New |
| Kaizen Financial Strategies | 405 | $214.1K | 0.11% | +405 | New |
| Ballast Advisors LLC | 405 | $214.3K | 0.06% | +405 | New |
| Sonora Investment Management Group, LLC | 405 | $214.3K | 0.02% | +405 | New |
| Papp L Roy & Associates | 406 | $214.8K | 0.03% | +406 | New |
| Emerald Advisors, LLC | 406 | $214.8K | 0.03% | +406 | New |
| OneAscent Family Office, LLC | 407 | $215.0K | 0.20% | +407 | New |
| Keb Asset Management, LLC | 407 | $215.4K | 0.05% | +407 | New |
| Tortoise Investment Management, LLC | 407 | $215.4K | 0.02% | +204+100.5% | Added |
| Callahan Advisors, LLC | 408 | $215.9K | 0.02% | +408 | New |
| MSH Capital Advisors LLC | 408 | $216.0K | 0.06% | +408 | New |
| First American Trust, FSB | 409 | $216.2K | 0.02% | +409 | New |
| Sand Hill Global Advisors, LLC | 409 | $216.4K | 0.01% | +409 | New |
| Wilkins Investment Counsel Inc | 409 | $216.4K | 0.03% | +409 | New |
| Easterly Investment Partners LLC | 409 | $216.4K | 0.02% | +409 | New |
| Gladwyn Financial Advisors, Inc. | 410 | $216.7K | 0.17% | +410 | New |
