| TFC Financial Management | 80 | $80.8K | 0.01% | +15+23.1% | Added |
| Mission Wealth Management, LP | 82 | $82.8K | 0.00% | +82 | New |
| Rothschild Investment LLC | 87 | $87.9K | 0.01% | +87 | New |
| RFP Financial Group LLC | 87 | $88.0K | 0.03% | −7−7.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 91 | $91.9K | 0.03% | +80+727.3% | Added |
| Umb Bank N A | 96 | $97.0K | 0.00% | −59−38.1% | Reduced |
| Acadian Asset Management LLC | 98 | $98.0K | 0.00% | +98 | New |
| Huntington National Bank | 99 | $100.0K | 0.00% | −472−82.7% | Reduced |
| Equitec Proprietary Markets, LLC | 100 | $101.0K | 0.18% | +100 | New |
| Sound Income Strategies, LLC | 103 | $104.0K | 0.01% | +13+14.4% | Added |
| Royal Fund Management, LLC | 105 | $106.1K | 0.01% | −695−86.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 105 | $106.1K | 0.02% | +71+208.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 106 | $107.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $111.1K | 0.01% | −101−47.9% | Reduced |
| Massmutual Trust Co FSB | 114 | $115.1K | 0.00% | +48+72.7% | Added |
| LGT Financial Advisors LLC | 115 | $116.2K | 0.13% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 114 | $118.2K | 0.08% | +114 | New |
| EverSource Wealth Advisors, LLC | 141 | $121.1K | 0.01% | −664−82.5% | Reduced |
| GeoWealth Management, LLC | 120 | $121.2K | 0.00% | +120 | New |
| Ronald Blue Trust, Inc. | 127 | $128.3K | 0.00% | −53−29.4% | Reduced |
| Byrne Asset Management LLC | 134 | $135.3K | 0.09% | −13−8.8% | Reduced |
| Tucker Asset Management LLC | 135 | $136.4K | 0.03% | −1,569−92.1% | Reduced |
| Lindbrook Capital, LLC | 135 | $136.4K | 0.01% | +86+175.5% | Added |
| Jones Financial Companies LLLP | 142 | $143.4K | 0.00% | +142 | New |
| Silver Oak Securities, Inc | 143 | $144.4K | 0.02% | −1,480−91.2% | Reduced |
| Gables Capital Management Inc. | 150 | $151.5K | 0.08% | +150 | New |
| Archer Investment Corp | 163 | $164.6K | 0.05% | +163 | New |
| Knights of Columbus Asset Advisors LLC | 168 | $169.7K | 0.01% | −11,884−98.6% | Reduced |
| Rise Advisors, LLC | 168 | $169.7K | 0.09% | +168 | New |
| SJS Investment Consulting Inc. | 174 | $175.7K | 0.04% | +156+866.7% | Added |
| Wellington Shields Capital Management, LLC | 190 | $191.9K | 0.04% | +190 | New |
| V-Square Quantitative Management LLC | 192 | $193.9K | 0.03% | +192 | New |
| Virtus Fund Advisers, LLC | 197 | $199.0K | 0.70% | +18+10.1% | Added |
| First Horizon Advisors, Inc. | 198 | $200.0K | 0.01% | +51+34.7% | Added |
| Delap Wealth Advisory, LLC | 199 | $201.0K | 0.08% | +199 | New |
| Rockline Wealth Management, LLC | 199 | $201.0K | 0.07% | +199 | New |
| Axq Capital, LP | 200 | $202.0K | 0.05% | −900−81.8% | Reduced |
| Oak Grove Capital LLC | 200 | $202.0K | 0.06% | +200 | New |
| Daymark Wealth Partners, LLC | 200 | $202.0K | 0.01% | +200 | New |
| MRP Capital Investments, LLC | 200 | $202.0K | 0.20% | +200 | New |
| Silver Oak Advisory Group, Inc. | 200 | $203.0K | 0.11% | +200 | New |
| Five Oceans Advisors | 201 | $203.0K | 0.10% | +201 | New |
| Washington Trust Co | 202 | $204.0K | 0.01% | +202 | New |
| Opes Wealth Management LLC | 202 | $204.0K | 0.05% | +202 | New |
| Quadrant Capital Group LLC | 202 | $204.0K | 0.02% | +111+122.0% | Added |
| Optimist Retirement Group LLC | 203 | $205.0K | 0.11% | +203 | New |
| Tyler-Stone Wealth Management | 205 | $207.1K | 0.09% | +205 | New |
| Napa Wealth Management | 205 | $207.1K | 0.11% | +205 | New |
| Thompson Davis & Co., Inc. | 206 | $208.1K | 0.14% | +206 | New |
| Cypress Point Wealth Management, LLC | 206 | $208.1K | 0.11% | +206 | New |
| Tocqueville Asset Management L.P. | 207 | $209.1K | 0.00% | +207 | New |
| Horizon Investment Services, LLC | 209 | $211.1K | 0.10% | +209 | New |
| Beacon Pointe Advisors, LLC | 209 | $211.1K | 0.00% | +209 | New |
| American Trust | 209 | $211.1K | 0.02% | +209 | New |
| IHT Wealth Management, LLC | 210 | $212.1K | 0.01% | +210 | New |
| E&G Advisors, LP | 210 | $212.1K | 0.07% | +210 | New |
| Venture Visionary Partners LLC | 210 | $212.1K | 0.01% | +210 | New |
| Patton Fund Management, Inc. | 212 | $214.1K | 0.04% | +212 | New |
| Centric Wealth Management | 250 | $214.7K | 0.07% | +250 | New |
| Private Trust Co NA | 213 | $215.1K | 0.02% | +3+1.4% | Added |
| BEAM Asset Management, LLC | 215 | $217.2K | 0.13% | +215 | New |
| First Western Trust Bank | 218 | $220.2K | 0.01% | +218 | New |
| Apollon Wealth Management, LLC | 218 | $220.2K | 0.01% | +218 | New |
| First Hawaiian Bank | 219 | $221.2K | 0.01% | −1,539−87.5% | Reduced |
| Fidelis Capital Partners, LLC | 219 | $221.2K | 0.03% | +219 | New |
| Sentry Investment Management LLC | 220 | $222.0K | 0.09% | +220 | New |
| Manchester Capital Management LLC | 221 | $223.2K | 0.03% | +221 | New |
| Secure Asset Management, LLC | 222 | $224.2K | 0.05% | +222 | New |
| Central Pacific Bank - Trust Division | 219 | $227.1K | 0.03% | +219 | New |
| McKinley Carter Wealth Services, Inc. | 225 | $227.3K | 0.02% | +225 | New |
| Hudson Value Partners, LLC | 225 | $227.3K | 0.10% | +225 | New |
| Balboa Wealth Partners | 226 | $228.3K | 0.07% | −1,024−81.9% | Reduced |
| Atomi Financial Group, Inc. | 228 | $230.3K | 0.02% | +228 | New |
| Benjamin F. Edwards & Company, Inc. | 230 | $232.0K | 0.00% | +208+945.5% | Added |
| KLR Investment Advisors, LLC | 324 | $232.3K | 0.17% | +324 | New |
| Legacy Capital Group California, Inc. | 231 | $233.3K | 0.09% | +231 | New |
| Parallel Advisors, LLC | 234 | $236.3K | 0.01% | +164+234.3% | Added |
| Burns Matteson Capital Management, LLC | 234 | $236.3K | 0.15% | +234 | New |
| Marks Group Wealth Management, Inc | 235 | $237.4K | 0.02% | +235 | New |
| Vienna Asset Management LLC | 236 | $238.4K | 0.22% | +236 | New |
| Triumph Capital Management | 232 | $240.8K | 0.10% | +232 | New |
| Resources Investment Advisors, LLC. | 239 | $241.4K | 0.00% | +239 | New |
| Objective Capital Management, LLC | 239 | $241.4K | 0.16% | +239 | New |
| Seven Mile Advisory | 239 | $241.4K | 0.18% | +239 | New |
| Roof Eidam & Maycock | 240 | $242.4K | 0.07% | +240 | New |
| Guerra Pan Advisors, LLC | 240 | $242.4K | 0.22% | +240 | New |
| Steward Partners Investment Solutions, LLC | 244 | $246.4K | 0.04% | +244 | New |
| Lewis Asset Management, LLC | 245 | $247.5K | 0.20% | +245 | New |
| Focus Financial Network, Inc. | 267 | $247.9K | 0.01% | +267 | New |
| Fisher Asset Management, LLC | 248 | $251.3K | 0.00% | +248 | New |
| Trivant Custom Portfolio Group, LLC | 250 | $252.5K | 0.16% | 00.0% | Unchanged |
| Smith, Moore & Co. | 250 | $252.5K | 0.03% | +250 | New |
| Ballentine Partners, LLC | 250 | $252.5K | 0.00% | +250 | New |
| Beaumont Financial Advisors, LLC | 250 | $252.5K | 0.02% | +250 | New |
| Jackson Wealth Management, LLC | 250 | $253.0K | 0.03% | +250 | New |
| HBK Sorce Advisory LLC | 252 | $254.5K | 0.01% | +252 | New |
| Merriman Wealth Management, LLC | 252 | $254.5K | 0.01% | +252 | New |
| GYL Financial Synergies, LLC | 256 | $258.6K | 0.02% | −629−71.1% | Reduced |
| Fifth Third Bancorp | 259 | $261.6K | 0.00% | −137−34.6% | Reduced |
| Westmount Partners, LLC | 259 | $261.6K | 0.09% | +259 | New |
