| TD Private Client Wealth LLC | 207 | $131.5K | 0.00% | +69+50.0% | Added |
| SJS Investment Consulting Inc. | 210 | $133.4K | 0.02% | +172+452.6% | Added |
| Root Financial Partners, LLC | 215 | $136.6K | 0.01% | +101+88.6% | Added |
| True Wealth Design, LLC | 222 | $141.0K | 0.04% | −134−37.6% | Reduced |
| Comprehensive Financial Planning, Inc. | 228 | $144.9K | 0.10% | +62+37.3% | Added |
| Harbour Investments, Inc. | 230 | $145.8K | 0.00% | +172+296.6% | Added |
| Banque Cantonale Vaudoise | 230 | $146.0K | 0.01% | +230 | New |
| Founders Capital Management | 230 | $146.1K | 0.07% | −120−34.3% | Reduced |
| Chung Wu Investment Group, LLC | 235 | $149.3K | 0.13% | +120+104.3% | Added |
| Central Trust Co | 240 | $152.5K | 0.00% | +240 | New |
| Lloyd Advisory Services, LLC. | 254 | $161.4K | 0.05% | +254 | New |
| Kingdom Financial Group LLC. | 254 | $161.4K | 0.05% | +254 | New |
| International Assets Investment Management, LLC | 239 | $165.6K | 0.01% | +151+171.6% | Added |
| Whittier Trust Co | 230 | $166.7K | 0.00% | +119+107.2% | Added |
| CVA Family Office, LLC | 270 | $171.5K | 0.02% | +15+5.9% | Added |
| Harvest Fund Management Co., Ltd | 276 | $175.0K | 0.01% | +276 | New |
| State of Wyoming | 277 | $176.0K | 0.02% | −6,725−96.0% | Reduced |
| Activest Wealth Management | 284 | $180.4K | 0.03% | +230+425.9% | Added |
| Zions Bancorporation, National Association | 286 | $181.7K | 0.01% | −474−62.4% | Reduced |
| Ronald Blue Trust, Inc. | 290 | $184.2K | 0.00% | +111+62.0% | Added |
| Thompson Siegel & Walmsley LLC | 315 | $200.0K | 0.00% | +315 | New |
| Prosperity Consulting Group, LLC | 318 | $202.0K | 0.01% | +318 | New |
| Cornerstone Wealth Group, LLC | 225 | $203.3K | 0.01% | +225 | New |
| GWN Securities Inc. | 321 | $203.9K | 0.04% | +321 | New |
| Blueshift Asset Management, LLC | 323 | $205.2K | 0.06% | +323 | New |
| Seek First Inc. | 324 | $205.8K | 0.15% | +324 | New |
| Redhawk Wealth Advisors, Inc. | 328 | $208.4K | 0.02% | +328 | New |
| Successful Portfolios LLC | 366 | $209.5K | 0.12% | +366 | New |
| Boreal Capital Management LLC | 330 | $209.7K | 0.18% | +330 | New |
| Simon Quick Advisors, LLC | 332 | $210.9K | 0.01% | +332 | New |
| Advisors Management Group Inc | 333 | $211.0K | 0.04% | +333 | New |
| Truvestments Capital LLC | 333 | $211.6K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 333 | $211.6K | 0.04% | +24+7.8% | Added |
| Boston Trust Walden Corp | 333 | $211.6K | 0.00% | +333 | New |
| MorganRosel Wealth Management, LLC | 333 | $211.6K | 0.08% | +333 | New |
| Centurion Wealth Management LLC | 333 | $211.6K | 0.05% | +333 | New |
| Obermeyer Wood Investment Counsel, LLLP | 334 | $212.2K | 0.01% | +334 | New |
| Smith, Salley & Associates | 334 | $212.2K | 0.01% | +334 | New |
| PFG Advisors | 334 | $212.2K | 0.01% | +334 | New |
| Oxford Asset Management LLP | 335 | $212.8K | 0.09% | +335 | New |
| Wealthedge Investment Advisors, LLC | 336 | $213.5K | 0.08% | +336 | New |
| Sun Group Wealth Partners | 338 | $214.7K | 0.17% | +338 | New |
| Hilltop Holdings Inc. | 339 | $215.4K | 0.02% | +339 | New |
| Verdence Capital Advisors LLC | 341 | $216.7K | 0.01% | +341 | New |
| ABLE Financial Group, LLC | 341 | $216.7K | 0.04% | +341 | New |
| Capital Advisors Wealth Management, LLC | 343 | $217.9K | 0.03% | +343 | New |
| Krane Funds Advisors LLC | 300 | $218.5K | 0.01% | +300 | New |
| Boltwood Capital Management | 345 | $219.2K | 0.06% | +345 | New |
| Advisory Alpha, LLC | 345 | $219.2K | 0.01% | +345 | New |
| Wedge Capital Management L L P | 347 | $220.5K | 0.00% | +347 | New |
| Astra Wealth Partners LLC | 353 | $224.3K | 0.14% | +353 | New |
| Camden Capital, LLC | 353 | $224.4K | 0.01% | +353 | New |
| SMART Wealth LLC | 359 | $228.1K | 0.07% | +359 | New |
| Owen LaRue, LLC | 360 | $228.7K | 0.09% | +360 | New |
| Stonebrook Private Inc. | 360 | $228.7K | 0.05% | +360 | New |
| Richmond Investment Services, LLC | 360 | $228.7K | 0.04% | +360 | New |
| TownSquare Capital, LLC | 361 | $229.4K | 0.05% | +361 | New |
| Envestnet Portfolio Solutions, Inc. | 362 | $230.0K | 0.00% | −2,261−86.2% | Reduced |
| May Hill Capital, LLC | 362 | $230.0K | 0.06% | +362 | New |
| Klingman & Associates, LLC | 362 | $230.0K | 0.01% | +362 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 364 | $231.3K | 0.08% | +364 | New |
| Arbor Wealth Advisors LLC | 364 | $231.3K | 0.16% | +364 | New |
| Hancock Whitney Corp | 262 | $231.9K | 0.00% | +262 | New |
| Wealth Alliance | 367 | $233.2K | 0.02% | +367 | New |
| Nilsine Partners, LLC | 219 | $234.4K | 0.02% | +219 | New |
| Avail Investment Partners, LLC | 370 | $235.0K | 0.25% | +370 | New |
| Conning Inc. | 370 | $235.1K | 0.01% | +370 | New |
| J. L. Bainbridge & Co., Inc. | 374 | $237.6K | 0.02% | +374 | New |
| Dynamic Advisor Solutions LLC | 380 | $241.4K | 0.01% | +380 | New |
| Emergent Wealth Advisors, LLC | 382 | $242.7K | 0.14% | +382 | New |
| Panagora Asset Management Inc | 385 | $244.6K | 0.00% | +385 | New |
| Buckhead Capital Management LLC | 385 | $244.6K | 0.09% | +385 | New |
| Westpac Banking Corp | 386 | $245.2K | 0.02% | +386 | New |
| Benjamin Edwards Inc | 387 | $245.9K | 0.00% | +387 | New |
| Avantax Planning Partners, Inc. | 387 | $245.9K | 0.01% | +387 | New |
| Catalina Capital Group, LLC | 387 | $245.9K | 0.15% | +387 | New |
| Wealthspire Advisors, LLC | 389 | $247.1K | 0.00% | −538−58.0% | Reduced |
| Avidian Wealth Solutions, LLC | 391 | $248.4K | 0.01% | +391 | New |
| Ponta Wealth Partners, LLC | 391 | $248.4K | 0.20% | +391 | New |
| FSM Wealth Advisors, LLC | 395 | $251.0K | 0.03% | +395 | New |
| Institute for Wealth Management, LLC. | 397 | $252.4K | 0.03% | +397 | New |
| Webster Bank, N. A. | 400 | $254.1K | 0.02% | 00.0% | Unchanged |
| Primecap Management Co | 400 | $254.1K | 0.00% | +400 | New |
| BTG Pactual Asset Management US LLC | 400 | $254.1K | 0.02% | +400 | New |
| Milestone Asset Management, LLC | 400 | $254.1K | 0.05% | +400 | New |
| B&L Asset Management LLC | 400 | $254.1K | 0.11% | +400 | New |
| Fortress Private Ledger, LLC | 401 | $254.8K | 0.08% | +401 | New |
| Townsend Asset Management Corp | 404 | $256.7K | 0.09% | +404 | New |
| Investment Research Partners LLC | 405 | $257.3K | 0.10% | −671−62.4% | Reduced |
| Atlantic Private Wealth, LLC | 409 | $259.9K | 0.17% | +77+23.2% | Added |
| Ironwood Investment Management LLC | 413 | $262.4K | 0.11% | +413 | New |
| Addison Advisors LLC | 416 | $264.3K | 0.06% | −3−0.7% | Reduced |
| Angeles Wealth Management, LLC | 417 | $264.9K | 0.01% | +417 | New |
| SmartHarvest Portfolios, LLC | 420 | $266.8K | 0.11% | +420 | New |
| Win Advisors, Inc | 422 | $268.1K | 0.12% | +422 | New |
| Fortune 45 LLC | 422 | $268.1K | 0.13% | +422 | New |
| Daymark Wealth Partners, LLC | 422 | $268.1K | 0.01% | +422 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 424 | $269.4K | 0.08% | +424 | New |
| Integrity Advisory Solutions, LLC | 424 | $269.4K | 0.04% | +424 | New |
| Jaffetilchin Investment Partners, LLC | 425 | $270.0K | 0.02% | +425 | New |
