| Strategic Wealth Partners, Ltd. | 154 | $119.0K | 0.01% | −755−83.1% | Reduced |
| SJS Investment Consulting Inc. | 156 | $120.5K | 0.02% | +100+178.6% | Added |
| Grey Fox Wealth Advisors, LLC | 159 | $123.0K | 0.03% | +159 | New |
| West Oak Capital, LLC | 160 | $123.6K | 0.05% | −95−37.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 162 | $125.3K | 0.03% | +20+14.1% | Added |
| Pacifica Partners Inc. | 164 | $125.6K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 164 | $126.7K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 165 | $127.5K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 167 | $128.8K | 0.01% | +9+5.7% | Added |
| Leonteq Securities AG | 167 | $129.0K | 0.01% | −28−14.4% | Reduced |
| Generali Investments, Management Co LLC | 169 | $130.6K | 0.03% | +169 | New |
| Ameliora Wealth Management Ltd. | 170 | $131.3K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 174 | $134.4K | 0.05% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 179 | $138.3K | 0.05% | +179 | New |
| Delta Asset Management LLC | 184 | $142.0K | 0.01% | +39+26.9% | Added |
| North Star Investment Management Corp. | 184 | $142.1K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 186 | $143.7K | 0.03% | +186 | New |
| Cary Street Partners Financial LLC | 186 | $144.0K | 0.00% | +17+10.1% | Added |
| Archer Investment Corp | 190 | $147.1K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 191 | $147.6K | 0.00% | +191 | New |
| SBI Securities Co., Ltd. | 192 | $148.3K | 0.00% | +55+40.1% | Added |
| Gordian Capital Singapore Pte Ltd | 200 | $154.5K | 0.21% | −1,170−85.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 208 | $160.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 208 | $162.0K | 0.06% | +115+123.7% | Added |
| iA Global Asset Management Inc. | 210 | $162.0K | 0.00% | +187+813.0% | Added |
| Trifecta Capital Advisors, LLC | 210 | $162.2K | 0.02% | −15−6.7% | Reduced |
| Paladin Advisory Group, LLC | 216 | $166.9K | 0.13% | 00.0% | Unchanged |
| Clear Street Markets LLC | 216 | $166.9K | 0.05% | +131+154.1% | Added |
| North Capital, Inc. | 218 | $168.4K | 0.13% | +1+0.5% | Added |
| Pacific Center for Financial Services | 219 | $169.2K | 0.04% | −67−23.4% | Reduced |
| Peoples Financial Services Corp. | 222 | $171.5K | 0.08% | +122+122.0% | Added |
| Davis Capital Management | 223 | $172.1K | 0.12% | +223 | New |
| Banque Transatlantique SA | 225 | $173.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 226 | $174.6K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 233 | $180.0K | 0.07% | +233 | New |
| General Partner, Inc. | 234 | $180.8K | 0.10% | 00.0% | Unchanged |
| Essential Partners LLC | 238 | $183.9K | 0.06% | −162−40.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 240 | $185.4K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 241 | $186.0K | 0.04% | +24+11.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 246 | $190.2K | 0.04% | −340−58.0% | Reduced |
| Rosenberg Matthew Hamilton | 248 | $191.6K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 254 | $196.2K | 0.01% | −61−19.4% | Reduced |
| Fortitude Family Office, LLC | 254 | $196.2K | 0.05% | −1−0.4% | Reduced |
| Root Financial Partners, LLC | 255 | $197.0K | 0.01% | +255 | New |
| Topsail Wealth Management, LLC | 259 | $200.3K | 0.03% | +259 | New |
| Tempus Wealth Planning, LLC | 259 | $200.4K | 0.05% | −26−9.1% | Reduced |
| Rothschild Capital Partners, LLC | 260 | $200.9K | 0.05% | +260 | New |
| Shufro Rose & Co LLC | 300 | $201.9K | 0.02% | 00.0% | Unchanged |
| Willis Investment Counsel | 262 | $202.3K | 0.01% | +262 | New |
| Westside Investment Management, Inc. | 263 | $202.7K | 0.03% | +29+12.4% | Added |
| Strategic Planning, Inc. | 263 | $203.0K | 0.12% | +263 | New |
| Anderson Hoagland & Co | 263 | $203.2K | 0.02% | +263 | New |
| Essex Savings Bank | 264 | $203.9K | 0.05% | −101−27.7% | Reduced |
| Empirical Asset Management, LLC | 265 | $204.6K | 0.06% | +265 | New |
| Insight Advisors, LLC | 265 | $204.7K | 0.03% | +265 | New |
| Grandview Asset Management LLC | 265 | $204.8K | 0.06% | −62−19.0% | Reduced |
| CVA Family Office, LLC | 266 | $205.5K | 0.03% | −2−0.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 266 | $205.5K | 0.03% | +266 | New |
| PharVision Advisers, LLC | 267 | $206.3K | 0.12% | −86−24.4% | Reduced |
| First Command Advisory Services, Inc. | 267 | $206.3K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 270 | $206.7K | 0.03% | +270 | New |
| Bridges Investment Management Inc | 268 | $207.0K | 0.00% | +268 | New |
| Intrua Financial, LLC | 268 | $207.1K | 0.02% | −22−7.6% | Reduced |
| Wela Strategies, Inc. | 269 | $207.5K | 0.08% | +269 | New |
| Cypress Capital Group | 269 | $207.8K | 0.02% | +269 | New |
| Founders Grove Wealth Partners, LLC | 270 | $208.2K | 0.05% | +270 | New |
| Guyasuta Investment Advisors Inc | 270 | $208.6K | 0.01% | +270 | New |
| Cascade Investment Advisors, Inc. | 270 | $208.6K | 0.13% | +270 | New |
| Keebeck Wealth Management, LLC | 270 | $208.8K | 0.02% | +270 | New |
| Foronjy Financial LLC | 271 | $209.3K | 0.09% | +271 | New |
| Barnes Dennig Private Wealth Management LLC | 271 | $209.4K | 0.22% | +15+5.9% | Added |
| Chicago Capital, LLC | 271 | $209.4K | 0.01% | +271 | New |
| Key Financial Inc | 274 | $209.6K | 0.04% | +1+0.4% | Added |
| Allen Capital Group, LLC | 273 | $210.9K | 0.02% | −49−15.2% | Reduced |
| Ballast Advisors LLC | 273 | $210.9K | 0.06% | +273 | New |
| Liberty Wealth Management LLC | 274 | $211.3K | 0.03% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 275 | $212.5K | 0.02% | +275 | New |
| Acropolis Investment Management, LLC | 290 | $212.5K | 0.01% | +290 | New |
| Cobblestone Asset Management LLC | 276 | $213.2K | 0.10% | 00.0% | Unchanged |
| ERn Financial, LLC | 277 | $214.0K | 0.04% | +277 | New |
| Reston Wealth Management LLC | 280 | $216.0K | 0.07% | −20−6.7% | Reduced |
| Capula Management Ltd | 280 | $216.3K | 0.00% | +280 | New |
| PFG Investments, LLC | 281 | $217.4K | 0.01% | −20−6.6% | Reduced |
| Bank Ozk | 282 | $217.9K | 0.08% | −9−3.1% | Reduced |
| Coastwise Capital Group, LLC | 282 | $217.9K | 0.15% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 283 | $218.6K | 0.15% | −117−29.3% | Reduced |
| Capital Asset Advisory Services LLC | 283 | $218.7K | 0.01% | +283 | New |
| Dorsey Wright & Associates | 283 | $219.0K | 0.05% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 284 | $219.4K | 0.03% | +4+1.4% | Added |
| Clean Yield Group | 286 | $220.9K | 0.06% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 286 | $221.0K | 0.17% | 00.0% | Unchanged |
| Seven Mile Advisory | 287 | $221.6K | 0.04% | +287 | New |
| DDD Partners, LLC | 287 | $221.7K | 0.01% | −3−1.0% | Reduced |
| Shira Ridge Wealth Management | 287 | $221.7K | 0.09% | +3+1.1% | Added |
| Nadler Financial Group, Inc. | 290 | $224.0K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 290 | $224.0K | 0.05% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 292 | $225.9K | 0.08% | −53−15.4% | Reduced |
| GW&K Investment Management, LLC | 292 | $226.0K | 0.00% | +15+5.4% | Added |
| Asset Allocation & Management Company, LLC | 294 | $227.0K | 0.10% | +294 | New |
| Berkshire Asset Management LLC | 294 | $227.1K | 0.01% | +13+4.6% | Added |