| Gradient Capital Advisors, LLC | 678 | $210.3K | 0.05% | +678 | New |
| Fielder Capital Group LLC | 679 | $210.7K | 0.04% | +679 | New |
| WBH Advisory Inc | 682 | $211.6K | 0.02% | −356−34.3% | Reduced |
| Income Insurance Ltd | 686 | $212.8K | 0.14% | +686 | New |
| Vantus Wealth LLC | 686 | $212.8K | 0.16% | +686 | New |
| Ofi Invest Asset Management | 808 | $213.4K | 0.00% | +808 | New |
| Davis R M Inc | 694 | $215.2K | 0.00% | +694 | New |
| Onefund, LLC | 695 | $215.6K | 0.13% | +38+5.8% | Added |
| Basecamp Wealth Advisors LLC | 697 | $216.2K | 0.05% | +697 | New |
| ProVise Management Group, LLC | 698 | $216.5K | 0.02% | +698 | New |
| Private Wealth Group, LLC | 700 | $217.2K | 0.10% | +700 | New |
| Prosperity Wealth Management, Inc. | 700 | $217.2K | 0.07% | +700 | New |
| McHugh Group, LLC | 700 | $217.2K | 0.12% | +700 | New |
| Stonebridge Wealth Management, LLC | 700 | $217.2K | 0.21% | +700 | New |
| Canvas Wealth Advisors, LLC | 700 | $217.3K | 0.04% | +700 | New |
| Genesis Private Wealth, LLC | 701 | $217.5K | 0.07% | −413−37.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 701 | $217.5K | 0.08% | +701 | New |
| Aufman Associates Inc | 702 | $217.7K | 0.11% | +702 | New |
| First Foundation Advisors | 702 | $217.8K | 0.01% | +702 | New |
| Victrix Investment Advisors | 702 | $217.8K | 0.08% | +702 | New |
| Canopy Partners, LLC | 704 | $218.4K | 0.07% | +704 | New |
| Evergreen Wealth Solutions, LLC | 709 | $220.0K | 0.03% | +709 | New |
| Aegis Wealth Management LLC | 709 | $220.0K | 0.12% | +709 | New |
| Paragon Private Wealth Management, LLC | 712 | $220.8K | 0.07% | −78−9.9% | Reduced |
| Moneta Group Investment Advisors LLC | 713 | $221.2K | 0.00% | +713 | New |
| New Republic Capital, LLC | 714 | $221.4K | 0.06% | +714 | New |
| NorthStar Asset Management LLC | 715 | $221.8K | 0.10% | +715 | New |
| Burns J W & Co Inc | 715 | $221.8K | 0.02% | +715 | New |
| Strategic Wealth Designers | 719 | $223.0K | 0.03% | +719 | New |
| Patton Fund Management, Inc. | 719 | $223.1K | 0.03% | −212−22.8% | Reduced |
| STAR Financial Bank | 723 | $224.3K | 0.11% | −52−6.7% | Reduced |
| Sentry Investment Management LLC | 730 | $226.0K | 0.15% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 731 | $226.8K | 0.02% | −81−10.0% | Reduced |
| Opal Capital LLC | 687 | $227.7K | 0.06% | +687 | New |
| Barnes Wealth Management Group, Inc | 737 | $228.6K | 0.12% | +737 | New |
| Yoffe Investment Management, LLC | 740 | $229.6K | 0.29% | +740 | New |
| FSB Premier Wealth Management, Inc. | 742 | $230.3K | 0.07% | +742 | New |
| Advyzon Investment Management, LLC | 747 | $231.7K | 0.03% | +747 | New |
| Midwest Trust Co | 750 | $232.7K | 0.00% | −112−13.0% | Reduced |
| Investment Advisory Services Inc | 755 | $234.1K | 0.07% | +755 | New |
| Strid Group, LLC | 758 | $235.2K | 0.03% | +758 | New |
| Bradley & Co. Private Wealth Management, LLC | 759 | $235.5K | 0.13% | +349+85.1% | Added |
| Kelly Financial Group LLC | 760 | $235.8K | 0.06% | −20−2.6% | Reduced |
| Advus Financial Partners, LLC | 761 | $236.1K | 0.06% | +761 | New |
| Edgemoor Investment Advisors, Inc. | 765 | $237.3K | 0.02% | −60−7.3% | Reduced |
| Cromwell Holdings LLC | 772 | $239.5K | 0.13% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 783 | $242.9K | 0.00% | +3+0.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 784 | $243.2K | 0.06% | −14−1.8% | Reduced |
| VestGen Advisors, LLC | 787 | $244.2K | 0.01% | −2,597−76.7% | Reduced |
| Foster Group, Inc. | 789 | $244.8K | 0.01% | +8+1.0% | Added |
| Silver Oak Securities, Inc | 780 | $244.9K | 0.02% | +780 | New |
| Westhampton Capital, LLC | 792 | $245.7K | 0.12% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 795 | $246.5K | 0.01% | +2+0.3% | Added |
| Principal Street Partners, LLC | 795 | $246.6K | 0.04% | −102−11.4% | Reduced |
| Paulson Wealth Management Inc. | 796 | $247.0K | 0.06% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 798 | $247.7K | 0.03% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 800 | $248.2K | 0.01% | +800 | New |
| UMA Financial Services, Inc. | 802 | $248.7K | 0.03% | +26+3.4% | Added |
| SOA Wealth Advisors, LLC. | 802 | $248.7K | 0.04% | +2+0.3% | Added |
| Financial Advisors Network, Inc. | 802 | $248.8K | 0.03% | 00.0% | Unchanged |
| Expressive Wealth LLC | 802 | $248.8K | 0.27% | +802 | New |
| Taylor Securities Services, Inc. | 802 | $248.8K | 0.11% | +802 | New |
| Sunpointe, LLC | 803 | $249.1K | 0.08% | +803 | New |
| Compass Ion Advisors, LLC | 805 | $249.8K | 0.02% | +4+0.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 806 | $250.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 807 | $250.2K | 0.02% | −470−36.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 807 | $250.4K | 0.06% | +807 | New |
| Paragon Capital Management Ltd | 807 | $250.4K | 0.05% | +1+0.1% | Added |
| BBR Partners, LLC | 808 | $250.7K | 0.01% | −33−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 809 | $251.0K | 0.01% | +809 | New |
| Invested Advisors | 810 | $251.3K | 0.26% | +1+0.1% | Added |
| M3 Advisory Group, LLC | 815 | $252.8K | 0.15% | +7+0.9% | Added |
| McLean Asset Management Corp | 793 | $253.6K | 0.05% | −4−0.5% | Reduced |
| Marks Wealth, LLC | 818 | $253.8K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 795 | $254.1K | 0.01% | +9+1.1% | Added |
| GLOBALT Investments LLC | 820 | $254.4K | 0.01% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 822 | $255.0K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 823 | $255.3K | 0.00% | −85−9.4% | Reduced |
| Columbia Asset Management | 825 | $255.9K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 827 | $256.6K | 0.01% | −538−39.4% | Reduced |
| 55 North Private Wealth, LLC | 829 | $257.2K | 0.07% | +829 | New |
| PCB Capital LLC | 832 | $258.1K | 0.41% | +832 | New |
| Capital Squared Financial LLC | 836 | $259.4K | 0.20% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 837 | $259.7K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 837 | $259.7K | 0.00% | +837 | New |
| Claret Asset Management Corp | 837 | $260.0K | 0.03% | −2−0.2% | Reduced |
| Westpac Banking Corp | 840 | $260.6K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 842 | $261.2K | 0.03% | +57+7.3% | Added |
| Telos Capital Management, Inc. | 843 | $261.5K | 0.02% | −282−25.1% | Reduced |
| Stonebridge Financial Group, LLC | 843 | $261.6K | 0.23% | +843 | New |
| Sheets Smith Wealth Management | 845 | $262.2K | 0.03% | +12+1.4% | Added |
| GDS Wealth Management | 846 | $262.5K | 0.02% | 00.0% | Unchanged |
| Constitution Capital LLC | 850 | $263.7K | 0.12% | −100−10.5% | Reduced |
| Investors Asset Management of Georgia Inc | 850 | $263.8K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 852 | $264.3K | 0.10% | −200−19.0% | Reduced |
| Compagnie Lombard Odier SCmA | 860 | $266.8K | 0.00% | −21−2.4% | Reduced |
| Peak Asset Management, LLC | 860 | $266.8K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 869 | $269.6K | 0.01% | +49+6.0% | Added |
| Leavell Investment Management, Inc. | 877 | $272.1K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 880 | $273.2K | 0.01% | +880 | New |
