| Thurston, Springer, Miller, Herd & Titak, Inc. | 79 | $154.1K | 0.03% | +44+125.7% | Added |
| Quent Capital, LLC | 80 | $156.1K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 86 | $168.0K | 0.01% | −1−1.1% | Reduced |
| Principal Securities, Inc. | 99 | $168.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 88 | $171.7K | 0.08% | +21+31.3% | Added |
| Alpine Bank Wealth Management | 90 | $175.6K | 0.03% | +90 | New |
| Geneos Wealth Management Inc. | 94 | $183.4K | 0.01% | +54+135.0% | Added |
| Blume Capital Management, Inc. | 95 | $185.3K | 0.04% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 95 | $185.3K | 0.12% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 99 | $193.1K | 0.07% | −85−46.2% | Reduced |
| Boston Private Wealth LLC | 99 | $193.2K | 0.01% | −107−51.9% | Reduced |
| Private Wealth Asset Management, LLC | 100 | $195.1K | 0.03% | +100 | New |
| Virtue Capital Management, LLC | 103 | $200.9K | 0.02% | +103 | New |
| Icapital Wealth LLC | 103 | $200.9K | 0.12% | +103 | New |
| Sandy Spring Bank | 103 | $200.9K | 0.01% | +4+4.0% | Added |
| Skyline Advisors, Inc. | 103 | $201.3K | 0.08% | +103 | New |
| Fundamentun, LLC | 104 | $202.9K | 0.01% | +104 | New |
| IFG Advisors, LLC | 104 | $202.9K | 0.04% | +104 | New |
| Atlantic Union Bankshares Corp | 105 | $204.8K | 0.01% | +105 | New |
| Orion Capital Management LLC | 105 | $204.8K | 0.09% | +50+90.9% | Added |
| West Family Investments, Inc. | 105 | $204.8K | 0.08% | +105 | New |
| Ruggaard & Associates LLC | 105 | $204.8K | 0.09% | +105 | New |
| Seven Mile Advisory | 106 | $206.8K | 0.14% | +106 | New |
| PFW Advisors LLC | 106 | $206.8K | 0.06% | +106 | New |
| Westfuller Advisors, LLC | 107 | $208.5K | 0.14% | +107 | New |
| CWA Asset Management Group, LLC | 107 | $208.7K | 0.01% | −2,612−96.1% | Reduced |
| Shilanski & Associates, Inc. | 107 | $208.7K | 0.07% | +107 | New |
| WESPAC Advisors, LLC | 108 | $210.7K | 0.17% | +108 | New |
| Oxbow Advisors, LLC | 108 | $210.7K | 0.02% | +108 | New |
| Summit Trail Advisors, LLC | 108 | $210.7K | 0.01% | +108 | New |
| CRA Financial Services, LLC | 108 | $210.7K | 0.04% | +108 | New |
| Arkadios Wealth Advisors | 108 | $210.7K | 0.01% | +108 | New |
| Matrix Trust Co | 108 | $211.0K | 0.04% | +23+27.1% | Added |
| Peapack Gladstone Financial Corp | 108 | $211.0K | 0.00% | +108 | New |
| Costello Asset Management, INC | 108 | $211.2K | 0.09% | +108 | New |
| Pure Financial Advisors, Inc. | 109 | $212.6K | 0.00% | +109 | New |
| Waterloo Capital, L.P. | 109 | $212.6K | 0.02% | +109 | New |
| Clear Creek Financial Management, LLC | 109 | $212.6K | 0.02% | +109 | New |
| Foundations Investment Advisors, LLC | 109 | $212.9K | 0.00% | −16−12.8% | Reduced |
| SRS Capital Advisors, Inc. | 111 | $216.5K | 0.01% | +44+65.7% | Added |
| Grandview Asset Management LLC | 111 | $217.0K | 0.08% | +111 | New |
| Centric Wealth Management | 112 | $218.5K | 0.06% | +112 | New |
| Capital Investment Advisors, LLC | 113 | $220.4K | 0.00% | +113 | New |
| Resonant Capital Advisors, LLC | 113 | $220.4K | 0.02% | +113 | New |
| Granite Group Advisors, LLC | 113 | $220.4K | 0.15% | +113 | New |
| Commerzbank Aktiengesellschaft | 113 | $221.0K | 0.01% | +113 | New |
| WT Wealth Management | 114 | $222.4K | 0.07% | +114 | New |
| QTR Family Wealth, LLC | 114 | $222.4K | 0.17% | +114 | New |
| Latitude Advisors, LLC | 114 | $223.3K | 0.13% | −4−3.4% | Reduced |
| Arete Wealth Advisors, LLC | 115 | $224.0K | 0.02% | −6−5.0% | Reduced |
| CX Institutional | 115 | $224.0K | 0.01% | +115 | New |
| Leavell Investment Management, Inc. | 115 | $224.3K | 0.01% | +115 | New |
| Genus Capital Management Inc. | 115 | $224.3K | 0.03% | +115 | New |
| Symmetry Partners, LLC | 115 | $224.3K | 0.03% | +115 | New |
| BayBridge Capital Group, LLC | 116 | $226.3K | 0.16% | +116 | New |
| TCFG Wealth Management, LLC | 117 | $228.3K | 0.11% | +117 | New |
| Prosperity Consulting Group, LLC | 118 | $230.0K | 0.02% | −8−6.3% | Reduced |
| Compass Group LLC | 118 | $230.2K | 1.31% | −857−87.9% | Reduced |
| Revolve Wealth Partners, LLC | 118 | $230.2K | 0.03% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 119 | $232.2K | 0.06% | −79−39.9% | Reduced |
| Stonebridge Capital Advisors LLC | 119 | $232.2K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 119 | $232.2K | 0.03% | −4−3.3% | Reduced |
| Bridgewater Advisors Inc. | 102 | $232.6K | 0.02% | +102 | New |
| Citizens Financial Group Inc | 120 | $234.1K | 0.00% | +120 | New |
| Freestone Grove Partners LP | 120 | $234.1K | 0.00% | +120 | New |
| Foguth Wealth Management, LLC. | 120 | $234.1K | 0.06% | +120 | New |
| Evermay Wealth Management LLC | 120 | $234.1K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 120 | $234.3K | 0.05% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 121 | $236.1K | 0.07% | −24−16.6% | Reduced |
| Meritage Portfolio Management | 121 | $236.1K | 0.02% | 00.0% | Unchanged |
| TFB Advisors LLC | 121 | $236.1K | 0.07% | +2+1.7% | Added |
| Fort Sheridan Advisors LLC | 121 | $236.1K | 0.04% | +3+2.5% | Added |
| Centurion Wealth Management LLC | 139 | $236.4K | 0.07% | 00.0% | Unchanged |
| Moore Capital Management, LP | 122 | $238.0K | 0.01% | +122 | New |
| Souders Financial Advisors | 122 | $238.0K | 0.03% | +122 | New |
| Aspen Grove Capital, LLC | 121 | $238.0K | 0.05% | +121 | New |
| Total Clarity Wealth Management, Inc. | 141 | $239.8K | 0.08% | 00.0% | Unchanged |
| NBT Bank N A | 123 | $240.0K | 0.02% | −12−8.9% | Reduced |
| Basepoint Wealth LLC | 124 | $241.9K | 0.19% | −50−28.7% | Reduced |
| Baker Avenue Asset Management, LP | 124 | $241.9K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 124 | $241.9K | 0.02% | +124 | New |
| Pinnacle Wealth Planning Services, Inc. | 124 | $241.9K | 0.04% | +124 | New |
| Hardy Reed LLC | 125 | $243.9K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 125 | $243.9K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 119 | $245.7K | 0.18% | −2−1.7% | Reduced |
| Brighton Jones LLC | 126 | $245.8K | 0.01% | +126 | New |
| Advisor Resource Council | 249 | $246.1K | 0.02% | +249 | New |
| Crescent Grove Advisors, LLC | 127 | $247.8K | 0.03% | −8−5.9% | Reduced |
| Verus Capital Partners, LLC | 127 | $247.8K | 0.02% | −4−3.1% | Reduced |
| Isthmus Partners, LLC | 127 | $247.8K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 127 | $247.8K | 0.21% | +1+0.8% | Added |
| Change Path, LLC | 127 | $247.8K | 0.01% | −530−80.7% | Reduced |
| Meyer Handelman Co | 128 | $249.7K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 128 | $249.7K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 128 | $249.7K | 0.00% | +128 | New |
| OneAscent Financial Services LLC | 129 | $250.0K | 0.02% | +129 | New |
| HWG Holdings LP | 129 | $251.7K | 0.11% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 129 | $251.7K | 0.03% | +4+3.2% | Added |
| NorthStar Asset Management LLC | 129 | $251.7K | 0.16% | +129 | New |
| Busey Wealth Management | 129 | $251.7K | 0.01% | 00.0% | Unchanged |
