| GPS Wealth Strategies Group, LLC | 339 | $137.9K | 0.03% | +46+15.7% | Added |
| Roble, Belko & Company, Inc | 342 | $139.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 347 | $141.2K | 0.01% | −12−3.3% | Reduced |
| Glassman Wealth Services | 349 | $142.0K | 0.02% | +4+1.2% | Added |
| Fairfield Financial Advisors, LTD | 355 | $144.4K | 0.05% | 00.0% | Unchanged |
| AJOVista, LLC | 361 | $146.9K | 0.19% | +361 | New |
| First Foundation Advisors | 371 | $151.0K | 0.01% | −481−56.5% | Reduced |
| Montag A & Associates Inc | 385 | $156.7K | 0.01% | +200+108.1% | Added |
| Grove Bank & Trust | 402 | $163.6K | 0.03% | −4−1.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 404 | $164.4K | 0.06% | −46−10.2% | Reduced |
| State of Wyoming | 410 | $166.8K | 0.03% | +241+142.6% | Added |
| Tradition Wealth Management, LLC | 410 | $167.0K | 0.02% | +10+2.5% | Added |
| Institutional & Family Asset Management, LLC | 413 | $168.0K | 0.03% | −22−5.1% | Reduced |
| Rakuten Securities, Inc. | 424 | $172.5K | 0.14% | +424 | New |
| Manchester Capital Management LLC | 425 | $172.9K | 0.02% | +230+117.9% | Added |
| Ronald Blue Trust, Inc. | 498 | $173.0K | 0.00% | −628−55.8% | Reduced |
| Sound Income Strategies, LLC | 468 | $190.4K | 0.02% | +72+18.2% | Added |
| Clearstead Advisors, LLC | 481 | $195.7K | 0.01% | +195+68.2% | Added |
| Goodman Advisory Group, LLC | 492 | $200.2K | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 492 | $200.2K | 0.00% | +492 | New |
| Ausdal Financial Partners, Inc. | 493 | $200.6K | 0.02% | +493 | New |
| KMG Fiduciary Partners, LLC | 493 | $200.6K | 0.02% | +493 | New |
| Regent Peak Wealth Advisors LLC | 497 | $202.2K | 0.05% | +497 | New |
| Koshinski Asset Management, Inc. | 500 | $203.4K | 0.03% | −1,004−66.8% | Reduced |
| Arlington Financial Advisors, LLC | 500 | $203.4K | 0.06% | +500 | New |
| Relyea Zuckerberg Hanson LLC | 504 | $205.1K | 0.04% | +504 | New |
| Oxford Asset Management LLP | 508 | $206.7K | 0.31% | +508 | New |
| Nvest Financial, LLC | 508 | $206.7K | 0.16% | +508 | New |
| Beaumont Financial Advisors, LLC | 509 | $207.1K | 0.02% | +509 | New |
| Grimes & Company, Inc. | 509 | $207.3K | 0.01% | +509 | New |
| Beacon Financial Advisory LLC | 512 | $208.3K | 0.10% | +512 | New |
| Legacy Advisors, LLC | 514 | $209.1K | 0.03% | +514 | New |
| Meeder Asset Management Inc | 521 | $212.0K | 0.02% | +521 | New |
| Crew Capital Management, Ltd. | 521 | $212.0K | 0.22% | +521 | New |
| Sage Capital Advisors,llc | 523 | $212.8K | 0.07% | +523 | New |
| Heartwood Wealth Advisors LLC | 523 | $212.8K | 0.03% | +523 | New |
| Lakeview Capital Partners, LLC | 524 | $213.2K | 0.04% | +524 | New |
| Strategic Advisors LLC | 525 | $213.6K | 0.04% | +525 | New |
| Kathmere Capital Management, LLC | 525 | $213.6K | 0.03% | +525 | New |
| Adirondack Trust Co | 508 | $213.7K | 0.09% | −9−1.7% | Reduced |
| Essex Savings Bank | 526 | $214.0K | 0.06% | +526 | New |
| Wealth Alliance | 526 | $214.0K | 0.03% | +526 | New |
| Hoylecohen, LLC | 528 | $214.8K | 0.02% | +528 | New |
| Columbia Asset Management | 537 | $218.0K | 0.04% | +537 | New |
| US Asset Management LLC | 537 | $218.0K | 0.22% | +537 | New |
| Tillman Hartley LLC | 536 | $218.1K | 0.08% | +536 | New |
| Washington Trust Advisors, Inc. | 537 | $218.5K | 0.02% | −33−5.8% | Reduced |
| Insigneo Advisory Services, LLC | 540 | $219.7K | 0.03% | +540 | New |
| Provence Wealth Management Group | 541 | $220.1K | 0.12% | +541 | New |
| Renasant Bank | 543 | $220.9K | 0.18% | +543 | New |
| Fort Point Capital Partners LLC | 545 | $221.8K | 0.03% | +545 | New |
| Sage Rhino Capital LLC | 553 | $225.0K | 0.06% | −54−8.9% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 555 | $225.8K | 0.10% | +555 | New |
| EverSource Wealth Advisors, LLC | 556 | $226.2K | 0.02% | +2+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 561 | $228.3K | 0.01% | −301−34.9% | Reduced |
| Inscription Capital, LLC | 562 | $228.7K | 0.06% | +562 | New |
| Keel Point, LLC | 564 | $229.5K | 0.03% | +564 | New |
| Five Oceans Advisors | 565 | $229.9K | 0.13% | +565 | New |
| Manhattan West Asset Management, LLC | 565 | $229.9K | 0.06% | +565 | New |
| Aviance Capital Partners, LLC | 567 | $230.7K | 0.05% | +567 | New |
| Acropolis Investment Management, LLC | 572 | $232.7K | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 575 | $234.0K | 0.01% | +575 | New |
| Investment House LLC | 580 | $236.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 581 | $236.0K | 0.02% | +116+24.9% | Added |
| JJJ Advisors Inc. | 581 | $236.4K | 0.06% | +18+3.2% | Added |
| Terra Nova Asset Management LLC | 582 | $236.8K | 0.21% | +582 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 547 | $237.1K | 0.00% | 00.0% | Unchanged |
| NDVR, Inc. | 585 | $238.0K | 0.29% | +585 | New |
| ZWJ Investment Counsel Inc | 586 | $238.4K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 555 | $238.5K | 0.07% | +555 | New |
| J.W. Cole Advisors, Inc. | 587 | $238.8K | 0.01% | +587 | New |
| Kapitalo Investimentos Ltda | 588 | $239.3K | 0.05% | +588 | New |
| Pallas Capital Advisors LLC | 590 | $240.1K | 0.01% | −61−9.4% | Reduced |
| Icapital Wealth LLC | 591 | $240.5K | 0.16% | 00.0% | Unchanged |
| Cambridge Trust Co | 591 | $240.5K | 0.01% | +3+0.5% | Added |
| HMS Capital Management, LLC | 597 | $242.9K | 0.15% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 597 | $242.9K | 0.21% | +597 | New |
| Sittner & Nelson, LLC | 598 | $243.3K | 0.13% | +300+100.7% | Added |
| Paradigm Asset Management Co LLC | 600 | $244.1K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network Inc | 602 | $244.9K | 0.01% | +602 | New |
| Delta Financial Advisors LLC | 603 | $245.4K | 0.11% | 00.0% | Unchanged |
| Marex Group plc | 603 | $245.4K | 0.01% | +603 | New |
| Seven Mile Advisory | 604 | $245.8K | 0.21% | −1−0.2% | Reduced |
| David Loasby | 597 | $248.7K | 0.03% | +25+4.4% | Added |
| MidWestOne Financial Group, Inc. | 612 | $249.0K | 0.05% | −1,040−63.0% | Reduced |
| First American Bank | 614 | $249.8K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 614 | $249.8K | 0.01% | +614 | New |
| Norden Group LLC | 615 | $250.2K | 0.04% | +615 | New |
| Gallacher Capital Management LLC | 617 | $251.1K | 0.14% | +7+1.1% | Added |
| Empower Advisory Group, LLC | 625 | $254.3K | 0.00% | +2+0.3% | Added |
| Lion Street Advisors, LLC | 628 | $255.5K | 0.10% | −4−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 636 | $258.8K | 0.02% | +24+3.9% | Added |
| Green Harvest Asset Management LLC | 637 | $259.2K | 0.01% | +16+2.6% | Added |
| Essex Financial Services, Inc. | 640 | $260.4K | 0.03% | −11−1.7% | Reduced |
| Rakuten Investment Management, Inc. | 637 | $260.7K | 0.00% | +637 | New |
| Pinnacle Financial Partners Inc | 642 | $261.2K | 0.01% | +642 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 650 | $264.5K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 656 | $266.9K | 0.02% | +656 | New |
| Trinity Legacy Partners, LLC | 660 | $268.5K | 0.08% | +13+2.0% | Added |
| WBI Investments | 662 | $269.3K | 0.05% | +662 | New |
