| West Tower Group, LLC | 1,000 | $254.5K | 0.71% | +1,000 | New |
| True North Advisors, LLC | 995 | $253.2K | 0.02% | +995 | New |
| Csenge Advisory Group | 994 | $252.9K | 0.01% | +994 | New |
| Everpar Advisors LLC | 989 | $251.7K | 0.07% | +989 | New |
| Heritage Family Offices, LLP | 985 | $250.7K | 0.10% | +985 | New |
| Pacific Excel Wealth Advisors, Inc. | 985 | $250.7K | 0.10% | +985 | New |
| DeDora Capital, Inc. | 982 | $249.9K | 0.05% | +982 | New |
| Meadowbrook Advisors Group, LLC | 969 | $246.6K | 0.13% | +969 | New |
| Whittier Trust Co of Nevada Inc | 935 | $245.7K | 0.00% | −26,578−96.6% | Reduced |
| Founders Financial Securities LLC | 950 | $241.8K | 0.01% | +950 | New |
| Clear Creek Financial Management, LLC | 947 | $241.0K | 0.02% | +947 | New |
| NWK Group, Inc. | 945 | $240.5K | 0.07% | +945 | New |
| Carlson Financial, Inc. | 944 | $240.3K | 0.12% | +944 | New |
| Income Insurance Ltd | 937 | $238.5K | 0.14% | +937 | New |
| WBI Investments | 930 | $236.6K | 0.06% | +930 | New |
| Myecfo, LLC | 930 | $236.6K | 0.09% | +930 | New |
| Wallace Advisory Group, LLC | 927 | $235.9K | 0.22% | +927 | New |
| Stonebrook Private Inc. | 919 | $233.9K | 0.04% | +919 | New |
| Transamerica Financial Advisors, Inc. | 919 | $233.9K | 0.02% | +183+24.9% | Added |
| Sloy Dahl & Holst, LLC | 915 | $232.9K | 0.03% | +915 | New |
| Carnegie Lake Advisors LLC | 915 | $232.9K | 0.09% | +915 | New |
| Oak Harbor Wealth Partners, LLC | 913 | $232.4K | 0.09% | −3,320−78.4% | Reduced |
| Central Trust Co | 912 | $232.1K | 0.00% | +745+446.1% | Added |
| MBL Wealth, LLC | 912 | $232.1K | 0.02% | +912 | New |
| Legacy Financial Advisors, Inc. | 907 | $230.8K | 0.03% | +907 | New |
| ASB Consultores, LLC | 904 | $230.1K | 0.71% | +904 | New |
| Optas, LLC | 901 | $229.3K | 0.03% | +901 | New |
| Diamant Asset Management, Inc. | 900 | $229.1K | 0.16% | +900 | New |
| Nations Financial Group Inc, | 894 | $227.5K | 0.01% | +894 | New |
| Icon Wealth Advisors, LLC | 893 | $227.3K | 0.01% | +893 | New |
| Aprio Wealth Management, LLC | 892 | $227.1K | 0.01% | +892 | New |
| AMG Asset Management Group, Inc. | 889 | $226.3K | 0.14% | +889 | New |
| Centurion Wealth Management LLC | 887 | $225.7K | 0.05% | −1,357−60.5% | Reduced |
| Whitener Capital Management, Inc. | 886 | $225.5K | 0.05% | +886 | New |
| Resonant Capital Advisors, LLC | 885 | $225.2K | 0.01% | +885 | New |
| LVW Advisors, LLC | 884 | $225.0K | 0.02% | +884 | New |
| Aft, Forsyth & Company, Inc. | 880 | $224.0K | 0.11% | +880 | New |
| Sovran Advisors, LLC | 826 | $223.3K | 0.02% | +826 | New |
| Shariaportfolio, Inc. | 875 | $222.8K | 0.08% | +875 | New |
| Root Financial Partners, LLC | 875 | $222.7K | 0.01% | −100−10.3% | Reduced |
| Glenmede Trust Co NA | 874 | $222.4K | 0.00% | −1,054−54.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 874 | $222.4K | 0.02% | +874 | New |
| Meridian Wealth Management, LLC | 874 | $222.4K | 0.01% | −485−35.7% | Reduced |
| PFG Advisors | 870 | $221.4K | 0.01% | +870 | New |
| Fidelis Capital Partners, LLC | 870 | $221.4K | 0.01% | +870 | New |
| True Wealth Design, LLC | 865 | $220.1K | 0.05% | −85−8.9% | Reduced |
| Virtue Capital Management, LLC | 865 | $220.1K | 0.03% | +865 | New |
| Poinciana Advisors Group, LLC | 862 | $219.4K | 0.16% | +862 | New |
| Per Stirling Capital Management, LLC. | 862 | $219.3K | 0.02% | +862 | New |
| Corrado Advisors, LLC | 857 | $218.1K | 0.10% | −908−51.4% | Reduced |
| Clear Wave Wealth Management LLC | 856 | $217.9K | 0.05% | +856 | New |
| First Growth Capital LLC | 855 | $217.6K | 0.17% | +855 | New |
| Aspire Private Capital, LLC | 852 | $216.8K | 0.04% | +852 | New |
| Fermata Advisors, LLC | 851 | $216.6K | 0.04% | +851 | New |
| Berger Financial Group, Inc | 850 | $216.3K | 0.01% | +850 | New |
| Evergreen Capital Management LLC | 849 | $216.1K | 0.00% | −1,727−67.0% | Reduced |
| Duncan Williams Asset Management, LLC | 849 | $216.1K | 0.05% | +849 | New |
| Clearwave Capital, LLC | 847 | $215.6K | 0.12% | +847 | New |
| Foster Victor Wealth Advisors, LLC | 781 | $215.5K | 0.01% | +781 | New |
| Fisher Asset Management, LLC | 846 | $215.5K | 0.00% | +846 | New |
| Monticello Wealth Management, LLC | 845 | $215.1K | 0.01% | +845 | New |
| COFG Advisors, LLC | 845 | $215.1K | 0.04% | +845 | New |
| Strategic Family Wealth Counselors, L.L.C. | 843 | $214.5K | 0.05% | +843 | New |
| Alpha Zero LLC | 793 | $214.1K | 0.08% | +793 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 835 | $212.5K | 0.07% | +835 | New |
| E Fund Management Co., Ltd. | 835 | $212.5K | 0.00% | +835 | New |
| Heritage Wealth Management, Inc. | 835 | $212.5K | 0.05% | +835 | New |
| Riverbend Wealth Management, LLC | 833 | $212.0K | 0.11% | +833 | New |
| Stonekeep Investments, LLC | 830 | $211.0K | 0.12% | +830 | New |
| Clearwater Capital Advisors, LLC | 827 | $210.5K | 0.02% | +827 | New |
| Range Advisory, LLC | 827 | $210.4K | 0.03% | +827 | New |
| Ausdal Financial Partners, Inc. | 825 | $210.0K | 0.01% | −938−53.2% | Reduced |
| Aries Wealth Management | 825 | $210.0K | 0.04% | +825 | New |
| Relyea Zuckerberg Hanson LLC | 825 | $210.0K | 0.02% | +825 | New |
| Sovereign Investment Advisors, LLC | 823 | $209.5K | 0.04% | +823 | New |
| Founders Financial Alliance, LLC | 821 | $208.9K | 0.03% | +821 | New |
| Invst, LLC | 817 | $207.9K | 0.02% | +817 | New |
| First Horizon Corp | 814 | $207.2K | 0.01% | +759+1,380.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 812 | $206.7K | 0.63% | +812 | New |
| American Capital Advisory, LLC | 809 | $205.9K | 0.08% | +797+6,641.7% | Added |
| EntryPoint Capital, LLC | 808 | $205.6K | 0.05% | +808 | New |
| Manchester Capital Management LLC | 801 | $203.9K | 0.03% | +1+0.1% | Added |
| Private Wealth Asset Management, LLC | 800 | $203.6K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 800 | $203.6K | 0.15% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 800 | $203.6K | 0.04% | +800 | New |
| Eclectic Associates Inc | 798 | $203.1K | 0.02% | +798 | New |
| SoundView Advisors Inc. | 794 | $202.0K | 0.07% | +794 | New |
| Alan B. Lancz & Associates, Inc. | 792 | $201.6K | 0.18% | +792 | New |
| Symphony Financial, Ltd. Co. | 796 | $201.4K | 0.02% | −691−46.5% | Reduced |
| Olistico Wealth, LLC | 786 | $200.0K | 0.09% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 770 | $196.0K | 0.03% | 00.0% | Unchanged |
| Swiss Re Ltd | 768 | $195.5K | 0.02% | +708+1,180.0% | Added |
| Fairscale Capital, LLC | 751 | $191.1K | 0.11% | 00.0% | Unchanged |
| Bessemer Group Inc | 718 | $183.0K | 0.00% | −55−7.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $178.2K | 0.05% | +125+21.7% | Added |
| LRI Investments, LLC | 697 | $177.4K | 0.01% | +2+0.3% | Added |
| Continuum Advisory, LLC | 692 | $176.1K | 0.01% | +692 | New |
| Spire Wealth Management | 672 | $171.0K | 0.01% | −996−59.7% | Reduced |
| Capula Management Ltd | 629 | $160.1K | 0.00% | +629 | New |
| JTC Employer Solutions Trusteee Ltd | 600 | $153.0K | 0.01% | 00.0% | Unchanged |
