| Financial Advisors Network, Inc. | 879 | $207.5K | 0.03% | +879 | New |
| Capstone Investment Advisors, LLC | 880 | $207.7K | 0.00% | +880 | New |
| Shepherd Financial Partners LLC | 881 | $208.0K | 0.02% | +881 | New |
| Davenport & Co LLC | 883 | $208.4K | 0.00% | +883 | New |
| Cornerstone Wealth Management, LLC | 886 | $209.2K | 0.01% | +886 | New |
| Global Retirement Partners, LLC | 888 | $209.6K | 0.00% | +11+1.3% | Added |
| Blue Capital, Inc. | 888 | $209.6K | 0.16% | +888 | New |
| Buckingham Strategic Partners | 1,051 | $210.6K | 0.00% | −1,502−58.8% | Reduced |
| Asio Capital, LLC | 900 | $212.5K | 0.03% | +900 | New |
| Rede Wealth, LLC | 900 | $213.1K | 0.17% | +900 | New |
| Eagle Bay Advisors LLC | 900 | $213.1K | 0.17% | +900 | New |
| Founders Financial Alliance, LLC | 910 | $214.9K | 0.04% | +910 | New |
| Howard Capital Management Inc. | 914 | $215.8K | 0.00% | −3,101−77.2% | Reduced |
| Insigneo Advisory Services, LLC | 915 | $216.0K | 0.02% | +915 | New |
| Ossiam | 919 | $216.9K | 0.00% | −704−43.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 923 | $217.9K | 0.00% | −575−38.4% | Reduced |
| Transcend Wealth Collective, LLC | 924 | $218.1K | 0.02% | +924 | New |
| Ashton Thomas Private Wealth, LLC | 922 | $218.3K | 0.01% | +922 | New |
| Seven Mile Advisory | 927 | $218.8K | 0.04% | +927 | New |
| Relyea Zuckerberg Hanson LLC | 928 | $219.1K | 0.02% | +928 | New |
| DGS Capital Management, LLC | 930 | $219.5K | 0.04% | +930 | New |
| Intelligence Driven Advisers, LLC | 945 | $223.1K | 0.03% | +945 | New |
| Sittner & Nelson, LLC | 950 | $224.3K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 955 | $225.4K | 0.01% | +22+2.4% | Added |
| Fidelis Capital Partners, LLC | 957 | $225.9K | 0.02% | +957 | New |
| Fiduciary Alliance LLC | 961 | $226.9K | 0.02% | +961 | New |
| Hoxton Planning & Management, LLC | 965 | $227.8K | 0.07% | +965 | New |
| Catalyst Financial Partners LLC | 970 | $229.0K | 0.03% | +970 | New |
| Childress Capital Advisors, LLC | 975 | $230.2K | 0.04% | +975 | New |
| Advisor OS, LLC | 984 | $232.2K | 0.02% | +984 | New |
| Bright Futures Wealth Management, LLC. | 990 | $233.8K | 0.18% | +990 | New |
| Great Lakes Advisors, LLC | 992 | $234.2K | 0.00% | +992 | New |
| Annex Advisory Services, LLC | 994 | $234.6K | 0.00% | +994 | New |
| L2 Asset Management, LLC | 994 | $234.6K | 0.03% | +994 | New |
| Parcion Private Wealth LLC | 996 | $235.1K | 0.01% | +996 | New |
| Boston Family Office LLC | 1,000 | $236.0K | 0.02% | +1,000 | New |
| King Luther Capital Management Corp | 1,000 | $236.1K | 0.00% | −500−33.3% | Reduced |
| First Financial Bankshares Inc | 1,000 | $236.1K | 0.00% | +1,000 | New |
| First Interstate Bank | 1,000 | $236.1K | 0.01% | +1,000 | New |
| LBMC Investment Advisors, LLC | 1,000 | $236.1K | 0.02% | +1,000 | New |
| Polymer Capital Management (HK) LTD | 1,000 | $236.1K | 0.03% | +1,000 | New |
| Carbahal Olsen Financial Services Group, LLC | 1,000 | $236.1K | 0.19% | +1,000 | New |
| First Foundation Advisors | 1,001 | $236.3K | 0.01% | +1,001 | New |
| Central Trust Co | 1,003 | $236.8K | 0.00% | −37−3.6% | Reduced |
| South State Corp. | 1,003 | $236.8K | 0.01% | −15−1.5% | Reduced |
| Columbia Advisory Partners LLC | 1,005 | $237.2K | 0.16% | +1,005 | New |
| Kanawha Capital Management LLC | 1,009 | $238.2K | 0.02% | +1,009 | New |
| Stonebridge Financial Planning Group, LLC | 1,009 | $238.2K | 0.09% | +1,009 | New |
| Arkfeld Wealth Strategies, L.L.C. | 947 | $239.4K | 0.09% | +947 | New |
| Ostrum Asset Management | 1,018 | $240.3K | 0.01% | −7,842−88.5% | Reduced |
| Chesley Taft & Associates LLC | 1,018 | $240.3K | 0.01% | +1,018 | New |
| Johnson & White Wealth Management, LLC | 1,018 | $240.3K | 0.11% | +1,018 | New |
| Massmutual Trust Co FSB | 1,025 | $242.0K | 0.01% | +26+2.6% | Added |
| Wealth Architects, LLC | 1,026 | $242.2K | 0.02% | +1,026 | New |
| Sovereign Financial Group, Inc. | 1,030 | $243.1K | 0.05% | +1,030 | New |
| Icon Wealth Advisors, LLC | 1,032 | $243.5K | 0.02% | −215−17.2% | Reduced |
| Saturna Capital CORP | 1,032 | $243.6K | 0.00% | +1,032 | New |
| Crestwood Advisors Group LLC | 1,032 | $243.6K | 0.00% | +1,032 | New |
| ORG Wealth Partners, LLC | 1,034 | $244.1K | 0.05% | +309+42.6% | Added |
| Next Level Private LLC | 1,012 | $245.7K | 0.07% | +1,012 | New |
| Fulton Breakefield Broenniman LLC | 1,045 | $246.7K | 0.02% | +1,045 | New |
| Kestra Investment Management, LLC | 1,047 | $247.2K | 0.01% | +979+1,439.7% | Added |
| Truvestments Capital LLC | 1,048 | $247.4K | 0.04% | +48+4.8% | Added |
| Moloney Securities Asset Management, LLC | 1,048 | $247.5K | 0.03% | +1,048 | New |
| Heritage Wealth Advisors | 1,050 | $247.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,054 | $248.8K | 0.01% | +1,054 | New |
| Turtle Creek Wealth Advisors, LLC | 1,056 | $249.3K | 0.02% | +1,056 | New |
| GLOBALT Investments LLC | 1,060 | $250.2K | 0.01% | +1,060 | New |
| Soltis Investment Advisors LLC | 1,062 | $250.6K | 0.02% | +1,062 | New |
| International Assets Investment Management, LLC | 1,742 | $252.7K | 0.02% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,088 | $256.8K | 0.00% | +1,088 | New |
| Columbia Asset Management | 1,100 | $259.7K | 0.05% | −2,800−71.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,106 | $261.1K | 0.00% | +1,106 | New |
| Virtus Wealth Solutions LLC | 1,110 | $262.0K | 0.05% | +1,110 | New |
| Mutual Advisors, LLC | 1,177 | $266.5K | 0.01% | +1,177 | New |
| Adell Harriman & Carpenter Inc | 1,134 | $267.7K | 0.02% | +1,134 | New |
| Prostatis Group LLC | 1,135 | $267.9K | 0.07% | +1,135 | New |
| Connecticut Wealth Management, LLC | 1,138 | $268.6K | 0.01% | +1,138 | New |
| World Equity Group, Inc. | 1,139 | $268.9K | 0.06% | +1,139 | New |
| Gladstone Institutional Advisory LLC | 1,144 | $270.1K | 0.01% | +1,144 | New |
| Conning Inc. | 1,146 | $270.5K | 0.01% | +1,146 | New |
| Shelton Capital Management | 1,154 | $272.5K | 0.01% | +1,154 | New |
| Davis R M Inc | 1,157 | $273.2K | 0.00% | +1,157 | New |
| Syverson Strege & Co | 1,158 | $273.4K | 0.07% | +1,158 | New |
| Continuum Advisory, LLC | 1,159 | $273.6K | 0.03% | +1,159 | New |
| Centurion Wealth Management LLC | 1,159 | $273.6K | 0.06% | +1,159 | New |
| Requisite Capital Management, LLC | 1,160 | $274.6K | 0.05% | +1,160 | New |
| MBB Public Markets I LLC | 1,171 | $276.4K | 0.04% | −1,695−59.1% | Reduced |
| Haverford Trust Co | 1,176 | $277.6K | 0.00% | +1,176 | New |
| Old North State Wealth Management, LLC | 1,178 | $278.4K | 0.13% | +1,178 | New |
| Brown Brothers Harriman & Co | 1,180 | $278.6K | 0.00% | +358+43.6% | Added |
| Park National Corp | 1,180 | $278.6K | 0.01% | +1,180 | New |
| David Loasby | 1,238 | $278.6K | 0.02% | −319−20.5% | Reduced |
| Capital Advisors Inc | 1,184 | $279.5K | 0.00% | +1,184 | New |
| Fielder Capital Group LLC | 1,185 | $279.8K | 0.06% | +1,185 | New |
| Resonant Capital Advisors, LLC | 1,183 | $280.1K | 0.02% | +1,183 | New |
| Silvant Capital Management LLC | 1,187 | $280.2K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,188 | $280.4K | 0.01% | +1,188 | New |
| SCS Capital Management LLC | 1,193 | $281.8K | 0.00% | +1,193 | New |
| PFG Advisors | 1,195 | $282.1K | 0.01% | +1,195 | New |
