| Wormser Freres Gestion | 136 | $127.2K | 0.08% | +136 | New |
| Briaud Financial Planning, Inc | 146 | $132.0K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 149 | $135.3K | 0.05% | −23−13.4% | Reduced |
| True Wealth Design, LLC | 150 | $135.8K | 0.03% | +6+4.2% | Added |
| LFA - Lugano Financial Advisors SA | 153 | $138.5K | 0.11% | +14+10.1% | Added |
| Disciplina Capital Management LLC | 688 | $139.1K | 0.02% | +416+152.9% | Added |
| Ashburton (Jersey) Ltd | 153 | $140.0K | 0.06% | +153 | New |
| Private Wealth Management Group, LLC | 155 | $140.3K | 0.06% | −17−9.9% | Reduced |
| Strategic Investment Solutions, Inc. | 624 | $144.0K | 0.05% | +624 | New |
| Financial Network Wealth Advisors LLC | 160 | $144.9K | 0.11% | +160 | New |
| Semmax Financial Advisors Inc. | 163 | $147.6K | 0.04% | +6+3.8% | Added |
| MB, Levis & Associates, LLC | 166 | $149.9K | 0.08% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 169 | $153.0K | 0.13% | +1+0.6% | Added |
| Cape Investment Advisory, Inc. | 169 | $153.1K | 0.07% | −12−6.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 175 | $158.4K | 0.00% | +175 | New |
| Moisand Fitzgerald Tamayo, LLC | 175 | $158.4K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 177 | $160.3K | 0.01% | −1,680−90.5% | Reduced |
| Stephens Consulting, LLC | 178 | $161.2K | 0.05% | +41+29.9% | Added |
| Abich Financial Wealth Management LLC | 183 | $165.7K | 0.11% | −1−0.5% | Reduced |
| Old Point Trust & Financial Services N A | 188 | $170.2K | 0.07% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 190 | $172.0K | 0.04% | +190 | New |
| Northwest Capital Management Inc | 200 | $181.1K | 0.07% | −28−12.3% | Reduced |
| Bellevue Asset Management, LLC | 200 | $181.1K | 0.10% | 00.0% | Unchanged |
| Sachetta, LLC | 230 | $181.5K | 0.08% | +59+34.5% | Added |
| Stone House Investment Management, LLC | 201 | $181.7K | 0.05% | +75+59.5% | Added |
| New Millennium Group LLC | 202 | $183.3K | 0.12% | +202 | New |
| Ulland Investment Advisors, LLC | 214 | $194.0K | 0.13% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 215 | $194.7K | 0.07% | +215 | New |
| Cranbrook Wealth Management, LLC | 219 | $198.3K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 220 | $199.2K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 221 | $200.1K | 0.00% | +221 | New |
| Cahill Financial Advisors Inc | 221 | $200.1K | 0.03% | +221 | New |
| Apeiron RIA LLC | 221 | $200.1K | 0.06% | +221 | New |
| Insight Wealth Strategies, LLC | 222 | $201.0K | 0.03% | +222 | New |
| FFT Wealth Management LLC | 223 | $201.6K | 0.02% | +223 | New |
| Gordian Advisors LLC | 223 | $201.8K | 0.19% | −67−23.1% | Reduced |
| PACK Private Wealth, LLC | 224 | $202.8K | 0.13% | +224 | New |
| Todd Asset Management LLC | 225 | $203.7K | 0.00% | −146−39.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 225 | $203.7K | 0.02% | −50−18.2% | Reduced |
| BNC Wealth Management, LLC | 225 | $203.7K | 0.08% | +225 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 225 | $203.8K | 0.06% | +225 | New |
| Outlook Wealth Advisors, LLC | 226 | $204.6K | 0.10% | −537−70.4% | Reduced |
| Clay Northam Wealth Management, LLC | 226 | $204.6K | 0.16% | +226 | New |
| Creekmur Asset Management LLC | 226 | $204.7K | 0.05% | +4+1.8% | Added |
| Westshore Wealth, LLC | 226 | $204.9K | 0.09% | +226 | New |
| SeaBridge Investment Advisors LLC | 227 | $205.5K | 0.05% | +227 | New |
| Abbot Financial Management, Inc. | 228 | $206.4K | 0.11% | +228 | New |
| Paragon Financial Partners, Inc. | 228 | $206.4K | 0.16% | +228 | New |
| Transcendent Capital Group LLC | 229 | $207.3K | 0.12% | +34+17.4% | Added |
| Ami Investment Management Inc | 229 | $207.3K | 0.07% | +229 | New |
| Acorn Financial Advisory Services Inc | 230 | $208.2K | 0.04% | −63−21.5% | Reduced |
| Holistic Planning, LLC | 268 | $208.5K | 0.16% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 231 | $209.1K | 0.05% | +231 | New |
| DHK Financial Advisors, Inc. | 231 | $209.1K | 0.15% | +231 | New |
| Buska Wealth Management, LLC | 231 | $209.4K | 0.08% | −36−13.5% | Reduced |
| POM Investment Strategies, LLC | 232 | $210.0K | 0.17% | +82+54.7% | Added |
| Martin & Co Inc | 232 | $210.0K | 0.05% | +232 | New |
| Truepoint, Inc. | 232 | $210.0K | 0.01% | +232 | New |
| Pinnacle Financial Group, LLC | 233 | $211.2K | 0.09% | +233 | New |
| WD Rutherford LLC | 234 | $211.9K | 0.11% | −6−2.5% | Reduced |
| Wealthcare Capital Management LLC | 234 | $211.9K | 0.02% | +234 | New |
| BCR Wealth Strategies, LLC | 235 | $212.0K | 0.14% | +235 | New |
| Beacon Financial Advisory LLC | 235 | $212.4K | 0.08% | −45−16.1% | Reduced |
| Jump Financial, LLC | 235 | $212.8K | 0.00% | −8,215−97.2% | Reduced |
| Corton Capital Inc. | 235 | $212.8K | 0.11% | −2,308−90.8% | Reduced |
| Opes Wealth Management LLC | 235 | $212.8K | 0.04% | +235 | New |
| Ehrlich Financial Group | 236 | $213.7K | 0.17% | −40−14.5% | Reduced |
| Arbor Investment Advisors, LLC | 237 | $214.3K | 0.03% | +237 | New |
| Total Investment Management Inc | 237 | $214.6K | 0.03% | −24−9.2% | Reduced |
| 1620 Investment Advisors, Inc. | 237 | $214.6K | 0.16% | +237 | New |
| Elite Life Management LLC | 237 | $214.8K | 0.83% | +237 | New |
| Northern Capital Management, Inc. | 238 | $215.5K | 0.14% | +238 | New |
| Vienna Asset Management LLC | 238 | $215.5K | 0.18% | +238 | New |
| Koa Wealth Management, LLC | 239 | $216.4K | 0.18% | +239 | New |
| Silicon Valley Capital Partners | 239 | $216.5K | 0.03% | +100+71.9% | Added |
| Blue Investment Partners LLC | 240 | $217.3K | 0.10% | +240 | New |
| Schneider Downs Wealth Management Advisors, LP | 241 | $218.2K | 0.05% | −64−21.0% | Reduced |
| First Personal Financial Services | 241 | $218.2K | 0.05% | 00.0% | Unchanged |
| Power Wealth Management LLC | 241 | $218.2K | 0.10% | +241 | New |
| Clarity Wealth Advisors, LLC | 241 | $218.3K | 0.07% | +241 | New |
| Biltmore Wealth Management, LLC | 241 | $218.3K | 0.09% | +241 | New |
| First Community Trust NA | 245 | $221.8K | 0.19% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 245 | $221.8K | 0.11% | +245 | New |
| Shared Vision Wealth Group LLC | 245 | $222.1K | 0.13% | +245 | New |
| Bulltick Wealth Management, LLC | 247 | $223.6K | 0.06% | +247 | New |
| Sierra Capital LLC | 247 | $224.0K | 0.03% | +247 | New |
| Kelly Lawrence W & Associates Inc | 247 | $224.0K | 0.05% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 248 | $224.5K | 0.05% | +248 | New |
| Benchmark Investment Advisors LLC | 249 | $225.5K | 0.16% | +249 | New |
| TFC Financial Management | 249 | $225.5K | 0.04% | +6+2.5% | Added |
| Mountain Capital Investment Advisors, Inc | 238 | $225.7K | 0.06% | +238 | New |
| Montz Harcus Wealth Management LLC | 250 | $226.3K | 0.15% | −11−4.2% | Reduced |
| Lifestyle Asset Management, Inc. | 250 | $226.3K | 0.13% | −138−35.6% | Reduced |
| Goodwin Investment Advisory | 250 | $226.3K | 0.10% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $226.3K | 0.20% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 250 | $226.3K | 0.02% | +250 | New |
| Harbor Group, Inc. | 250 | $226.4K | 0.06% | +250 | New |
| Veridan Wealth LLC | 291 | $226.8K | 0.09% | +291 | New |
| Madrona Financial Services, LLC | 251 | $227.3K | 0.07% | −19−7.0% | Reduced |
| Prism Advisors, Inc. | 251 | $227.3K | 0.07% | +251 | New |
