| UMA Financial Services, Inc. | 148 | $141.6K | 0.02% | +14+10.4% | Added |
| Ofi Invest Asset Management | 175 | $142.2K | 0.00% | +11+6.7% | Added |
| Cary Street Partner Investment Advisory LLC | 150 | $143.2K | 0.06% | +33+28.2% | Added |
| Root Financial Partners, LLC | 152 | $145.1K | 0.01% | +152 | New |
| YANKCOM Partnership | 156 | $148.9K | 0.07% | +32+25.8% | Added |
| Golden State Wealth Management, LLC | 161 | $153.7K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 156 | $155.0K | 0.10% | −40−20.4% | Reduced |
| Centaurus Financial, Inc. | 168 | $160.0K | 0.01% | −16−8.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 170 | $162.3K | 0.10% | +170 | New |
| Compagnie Lombard Odier SCmA | 178 | $169.9K | 0.00% | +178 | New |
| Manchester Capital Management LLC | 180 | $172.0K | 0.02% | −10−5.3% | Reduced |
| Onefund, LLC | 185 | $176.6K | 0.11% | +9+5.1% | Added |
| Bryn Mawr Trust Co | 187 | $178.5K | 0.00% | −2,635−93.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 195 | $186.2K | 0.00% | −142−42.1% | Reduced |
| Johnson Financial Group, Inc. | 205 | $195.7K | 0.01% | +105+105.0% | Added |
| Provenance Wealth Advisors, LLC | 206 | $196.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 207 | $197.6K | 0.11% | 00.0% | Unchanged |
| Appleton Partners Inc | 210 | $200.0K | 0.01% | +210 | New |
| Avantax Planning Partners, Inc. | 210 | $200.5K | 0.01% | +210 | New |
| Jacobsen Capital Management | 210 | $200.5K | 0.07% | +210 | New |
| Cercano Management LLC | 210 | $200.5K | 0.01% | +210 | New |
| Ifrah Financial Services, Inc. | 213 | $203.1K | 0.05% | +213 | New |
| Meadowbrook Wealth Management, LLC | 213 | $203.3K | 0.21% | +213 | New |
| MONECO Advisors, LLC | 213 | $203.5K | 0.02% | +213 | New |
| Berkshire Asset Management LLC | 214 | $204.3K | 0.01% | +214 | New |
| Cerro Pacific Wealth Advisors LLC | 215 | $204.8K | 0.06% | +215 | New |
| Choate Investment Advisors | 215 | $205.3K | 0.00% | +215 | New |
| Crews Bank & Trust | 216 | $206.2K | 0.03% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 218 | $207.7K | 0.02% | +218 | New |
| Westpac Banking Corp | 218 | $208.1K | 0.01% | +55+33.7% | Added |
| D.B. Root & Company, LLC | 220 | $210.0K | 0.05% | +220 | New |
| Catalyst Financial Partners LLC | 220 | $210.0K | 0.03% | +220 | New |
| World Equity Group, Inc. | 223 | $212.9K | 0.05% | +223 | New |
| Optimum Investment Advisors | 225 | $214.8K | 0.09% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 225 | $214.8K | 0.05% | +225 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $214.8K | 0.01% | +225 | New |
| Signet Investment Advisory Group, Inc. | 225 | $214.8K | 0.10% | +225 | New |
| Boothbay Fund Management, LLC | 226 | $215.8K | 0.01% | −16,119−98.6% | Reduced |
| Elm3 Financial Group, LLC | 227 | $216.7K | 0.18% | +227 | New |
| Monticello Wealth Management, LLC | 228 | $217.5K | 0.01% | +228 | New |
| Huntleigh Advisors, Inc. | 228 | $217.7K | 0.04% | +228 | New |
| Insight Inv LLC | 228 | $217.7K | 0.13% | +228 | New |
| Orgel Wealth Management, LLC | 230 | $219.6K | 0.01% | +230 | New |
| Bridge Creek Capital Management LLC | 230 | $219.6K | 0.06% | +230 | New |
| OneAscent Family Office, LLC | 230 | $219.6K | 0.18% | +230 | New |
| BlueStem Wealth Partners, LLC | 231 | $220.1K | 0.03% | −46−16.6% | Reduced |
| Sax Wealth Advisors, LLC | 232 | $221.2K | 0.01% | +232 | New |
| Sivia Capital Partners, LLC | 232 | $221.5K | 0.06% | +232 | New |
| Copley Financial Group, Inc. | 232 | $221.5K | 0.15% | +232 | New |
| Capstone Financial Advisors, Inc. | 232 | $221.8K | 0.01% | – | – |
| Ellevest, Inc. | 233 | $222.4K | 0.03% | +233 | New |
| New Hampshire Trust | 233 | $222.4K | 0.04% | +233 | New |
| GeoWealth Management, LLC | 233 | $222.4K | 0.01% | −47−16.8% | Reduced |
| Groupe la Francaise | 235 | $224.3K | 0.00% | +12+5.4% | Added |
| Longboard Asset Management, LP | 235 | $224.3K | 0.36% | +235 | New |
| Leonteq Securities AG | 237 | $226.3K | 0.01% | −357−60.1% | Reduced |
| Iams Wealth Management, LLC | 238 | $227.2K | 0.09% | +238 | New |
| Azzad Asset Management Inc | 239 | $228.4K | 0.02% | +239 | New |
| Davis R M Inc | 239 | $228.5K | 0.00% | +239 | New |
| CFO4Life Group, LLC | 240 | $229.1K | 0.03% | +240 | New |
| Warwick Investment Management, Inc. | 240 | $229.1K | 0.04% | +240 | New |
| Clark & Stuart, Inc | 240 | $229.1K | 0.16% | +240 | New |
| Prestige Wealth Management Group LLC | 240 | $229.1K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 242 | $231.4K | 0.02% | +242 | New |
| Montecito Bank & Trust | 245 | $233.9K | 0.04% | +245 | New |
| Alpha Family Trust | 245 | $233.9K | 0.11% | +245 | New |
| Mirador Capital Partners LP | 245 | $233.9K | 0.03% | +245 | New |
| Coppell Advisory Solutions LLC | 248 | $234.1K | 0.03% | +248 | New |
| Cetera Trust Company, N.A | 246 | $234.8K | 0.13% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 247 | $235.8K | 0.02% | +247 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 250 | $238.7K | 0.13% | −40−13.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 250 | $238.7K | 0.11% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 250 | $238.7K | 0.07% | +250 | New |
| Retirement Planning Co of New England, Inc. | 250 | $238.7K | 0.10% | +250 | New |
| Bond & Devick Financial Network, Inc. | 250 | $238.7K | 0.07% | +250 | New |
| Embree Financial Group | 251 | $239.6K | 0.03% | +251 | New |
| St Germain D J Co Inc | 252 | $240.6K | 0.01% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 252 | $240.6K | 0.07% | +252 | New |
| Keystone Investors Pte Ltd | 253 | $241.5K | 0.03% | −1,308−83.8% | Reduced |
| Summitry LLC | 253 | $241.5K | 0.01% | +253 | New |
| Rathbone Brothers plc | 254 | $242.5K | 0.00% | +254 | New |
| BIP Wealth, LLC | 254 | $242.5K | 0.01% | +254 | New |
| Windsor Capital Management, LLC | 255 | $243.4K | 0.07% | +255 | New |
| Opes Wealth Management LLC | 255 | $243.4K | 0.04% | +255 | New |
| Avidian Wealth Solutions, LLC | 255 | $243.5K | 0.01% | +255 | New |
| Investor's Fiduciary Advisor Network, LLC | 256 | $244.0K | 0.08% | −14−5.2% | Reduced |
| Strategic Blueprint, LLC | 256 | $244.4K | 0.01% | −14−5.2% | Reduced |
| Legacy Financial Group, Inc. | 256 | $244.4K | 0.07% | −12−4.5% | Reduced |
| Drucker Wealth 3.0, LLC | 257 | $245.7K | 0.04% | +257 | New |
| Gleason Group, Inc. | 258 | $246.0K | 0.02% | +1+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 258 | $246.3K | 0.01% | −16−5.8% | Reduced |
| Integrated Investment Consultants, LLC | 258 | $246.3K | 0.04% | +258 | New |
| Joel Isaacson & Co., LLC | 259 | $247.3K | 0.01% | +259 | New |
| Highview Capital Management LLC | 259 | $247.3K | 0.09% | +259 | New |
| Circle Wealth Management, LLC | 260 | $248.2K | 0.00% | +260 | New |
| MASTERINVEST Kapitalanlage GmbH | 260 | $248.2K | 0.02% | +260 | New |
| Capital Investment Advisors, LLC | 261 | $249.1K | 0.00% | +261 | New |
| KCM Investment Advisors LLC | 261 | $249.2K | 0.01% | +261 | New |
| Ocean Capital Management, LLC | 263 | $250.8K | 0.05% | −29−9.9% | Reduced |
| Founders Financial Alliance, LLC | 263 | $250.9K | 0.05% | +263 | New |
