| Private Wealth Management Group, LLC | 169 | $82.3K | 0.03% | −6−3.4% | Reduced |
| Front Row Advisors LLC | 170 | $82.6K | 0.03% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 170 | $82.6K | 0.08% | +170 | New |
| Bank & Trust Co | 172 | $83.6K | 0.07% | −3−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 179 | $87.1K | 0.00% | +7+4.1% | Added |
| Orion Capital Management LLC | 184 | $89.4K | 0.04% | +184 | New |
| Pension & Wealth Management Advisors, Inc. | 184 | $89.5K | 0.04% | +1+0.5% | Added |
| Bray Capital Advisors | 185 | $89.9K | 0.02% | −210−53.2% | Reduced |
| Pinnacle Bancorp, Inc. | 185 | $89.9K | 0.03% | −10−5.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 187 | $90.9K | 0.02% | +36+23.8% | Added |
| Union Bancaire Privee, UBP SA | 197 | $91.7K | 0.00% | +197 | New |
| Silicon Valley Capital Partners | 189 | $92.0K | 0.01% | +1+0.5% | Added |
| Cassady Schiller Wealth Management, LLC | 194 | $94.3K | 0.03% | +43+28.5% | Added |
| Tortoise Investment Management, LLC | 196 | $95.3K | 0.01% | +1+0.5% | Added |
| Quintet Private Bank (Europe) S.A. | 200 | $97.2K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 200 | $97.2K | 0.02% | +200 | New |
| Hartford Financial Management Inc. | 203 | $98.6K | 0.02% | −12−5.6% | Reduced |
| Whipplewood Advisors, LLC | 204 | $99.1K | 0.06% | +204 | New |
| Missouri Trust & Investment Co | 210 | $102.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 220 | $106.9K | 0.02% | +220 | New |
| Sawyer & Company, Inc | 220 | $107.0K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 221 | $107.4K | 0.05% | −15−6.4% | Reduced |
| Pittenger & Anderson Inc | 221 | $107.4K | 0.00% | +60+37.3% | Added |
| Medallion Wealth Advisors, LLC | 221 | $107.7K | 0.05% | +221 | New |
| VSM Wealth Advisory, LLC | 224 | $108.9K | 0.04% | +224 | New |
| North Ridge Wealth Advisors, Inc. | 227 | $110.3K | 0.08% | +227 | New |
| Quest 10 Wealth Builders, Inc. | 229 | $111.3K | 0.11% | +229 | New |
| Coppell Advisory Solutions LLC | 234 | $113.1K | 0.02% | +3+1.3% | Added |
| Bell Investment Advisors, Inc | 235 | $114.2K | 0.02% | +42+21.8% | Added |
| Versant Capital Management, Inc | 236 | $114.7K | 0.02% | +79+50.3% | Added |
| Virtus Investment Advisers, Inc. | 240 | $116.6K | 0.09% | −300−55.6% | Reduced |
| CoreFirst Bank & Trust | 243 | $118.1K | 0.07% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 243 | $118.1K | 0.00% | +243 | New |
| Disciplined Equity Management, Inc. | 243 | $118.1K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 244 | $118.6K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 248 | $120.5K | 0.05% | +65+35.5% | Added |
| WealthTrak Capital Management LLC | 250 | $121.5K | 0.10% | +250 | New |
| Globeflex Capital L P | 253 | $122.9K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 256 | $124.2K | 0.11% | +256 | New |
| Hemington Wealth Management | 260 | $126.0K | 0.03% | +22+9.2% | Added |
| Fourth Dimension Wealth, LLC | 260 | $126.3K | 0.07% | +260 | New |
| Coston, McIsaac & Partners | 266 | $129.0K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 221 | $129.0K | 0.12% | 00.0% | Unchanged |
| Avion Wealth | 271 | $131.0K | 0.03% | +1+0.4% | Added |
| Webster Bank, N. A. | 276 | $134.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 277 | $134.6K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 29,674 | $142.0K | 0.05% | +29,674 | New |
| Accredited Wealth Management, LLC | 293 | $142.4K | 0.12% | +293 | New |
| Creekmur Asset Management LLC | 296 | $143.8K | 0.03% | −636−68.2% | Reduced |
| FNY Investment Advisers, LLC | 300 | $145.0K | 0.08% | +300 | New |
| Quarry LP | 300 | $145.8K | 0.03% | +172+134.4% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 300 | $145.8K | 0.09% | +300 | New |
| Kentucky Trust Co | 300 | $145.8K | 0.09% | +300 | New |
| Stonebridge Financial Group, LLC | 302 | $146.8K | 0.02% | +302 | New |
| Clear Investment Research, LLC | 303 | $147.5K | 0.20% | +29+10.6% | Added |
| Park Square Financial Group, LLC | 307 | $149.2K | 0.10% | +307 | New |
| Hexagon Capital Partners LLC | 314 | $152.6K | 0.03% | −13−4.0% | Reduced |
| Byrne Asset Management LLC | 317 | $154.0K | 0.11% | −7−2.2% | Reduced |
| Armstrong Advisory Group, Inc | 330 | $160.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 336 | $163.3K | 0.01% | +303+918.2% | Added |
| JFS Wealth Advisors, LLC | 341 | $165.7K | 0.01% | −31−8.3% | Reduced |
| Belmont Capital, LLC | 344 | $167.4K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 347 | $168.0K | 0.03% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 348 | $169.1K | 0.16% | +348 | New |
| Tradewinds Capital Management, LLC | 351 | $170.6K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 353 | $171.5K | 0.02% | −98−21.7% | Reduced |
| WR Wealth Planners, LLC | 358 | $174.0K | 0.06% | +22+6.5% | Added |
| Cyrus J. Lawrence, LLC | 364 | $176.0K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 363 | $176.5K | 0.09% | −129−26.2% | Reduced |
| Lederer & Associates Investment Counsel | 365 | $177.0K | 0.12% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 366 | $177.9K | 0.10% | +366 | New |
| Briaud Financial Planning, Inc | 367 | $178.0K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 370 | $179.8K | 0.05% | −60−14.0% | Reduced |
| Covestor Ltd | 370 | $180.0K | 0.11% | −56−13.1% | Reduced |
| Richardson Financial Services Inc. | 374 | $180.8K | 0.13% | −32−7.9% | Reduced |
| Godsey & Gibb Associates | 375 | $182.2K | 0.02% | −50−11.8% | Reduced |
| Financial Freedom, LLC | 376 | $182.5K | 0.10% | +3+0.8% | Added |
| Rowland & Co Investment Counsel | 377 | $183.2K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 384 | $186.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 384 | $187.0K | 0.07% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 392 | $190.5K | 0.24% | +392 | New |
| Members Capital Advisors Inc | 409 | $198.7K | 0.18% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 410 | $199.5K | 0.03% | +7+1.7% | Added |
| Amussen Hunsaker Associates LLC | 412 | $200.2K | 0.03% | 00.0% | Unchanged |
| Elevatus Welath Management | 414 | $201.0K | 0.07% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 414 | $201.2K | 0.08% | +24+6.2% | Added |
| Westshore Wealth, LLC | 415 | $201.5K | 0.08% | −9−2.1% | Reduced |
| BKM Wealth Management, LLC | 415 | $201.7K | 0.08% | −5−1.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 416 | $202.2K | 0.05% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 416 | $202.5K | 0.15% | +416 | New |
| Lynx Investment Advisory | 417 | $202.7K | 0.14% | −26−5.9% | Reduced |
| MBA Advisors LLC | 418 | $203.1K | 0.10% | +1+0.2% | Added |
| Jericho Financial, LLP | 418 | $203.2K | 0.15% | +418 | New |
| Crewe Advisors LLC | 419 | $203.6K | 0.03% | −96−18.6% | Reduced |
| Stark Wealth Management LLC | 420 | $204.1K | 0.15% | +420 | New |
| Wealthstream Advisors, Inc. | 420 | $204.3K | 0.04% | −1−0.2% | Reduced |
| Fortress Financial Group, LLC | 421 | $204.6K | 0.20% | +421 | New |
| Argus Investors' Counsel, Inc. | 421 | $204.8K | 0.14% | +2+0.5% | Added |
| Talbot Financial, LLC | 423 | $205.6K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 423 | $205.8K | 0.19% | +423 | New |
