| Hansen & Associates Financial Group, Inc. | 441 | $204.4K | 0.11% | +441 | New |
| Fielder Capital Group LLC | 452 | $204.9K | 0.04% | +452 | New |
| Ledyard National Bank | 453 | $205.4K | 0.02% | +453 | New |
| PKS Advisory Services, LLC | 453 | $205.4K | 0.05% | +453 | New |
| Englebert Financial Advisers, LLC | 453 | $205.4K | 0.24% | +453 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 454 | $205.8K | 0.32% | +454 | New |
| Stratos Wealth Advisors, LLC | 454 | $205.8K | 0.01% | +454 | New |
| Mainsail Asset Management, LLC | 454 | $205.8K | 0.09% | +454 | New |
| Planning Alternatives Ltd | 454 | $205.8K | 0.03% | +454 | New |
| Hutchens & Kramer Investment Management Group, LLC | 457 | $207.2K | 0.07% | +457 | New |
| Liberty Wealth Management LLC | 459 | $208.1K | 0.03% | +459 | New |
| Sentinus, LLC | 461 | $209.0K | 0.02% | +461 | New |
| Wall Street Financial Group, Inc. | 461 | $209.0K | 0.15% | +461 | New |
| S Harris Financial Group, LLC | 461 | $209.0K | 0.20% | +461 | New |
| Cornerstone Wealth Group, LLC | 463 | $209.9K | 0.01% | +463 | New |
| Prelude Capital Management, LLC | 463 | $209.9K | 0.02% | +463 | New |
| Klingman & Associates, LLC | 465 | $210.8K | 0.01% | +465 | New |
| United Advisor Group, LLC | 468 | $212.2K | 0.03% | −270−36.6% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 457 | $212.5K | 0.21% | +457 | New |
| Retirement Planning Group | 470 | $213.1K | 0.01% | +470 | New |
| Great Lakes Advisors, LLC | 471 | $213.5K | 0.00% | +471 | New |
| Sage Capital Management, LLC | 472 | $214.0K | 0.10% | +472 | New |
| Inscription Capital, LLC | 473 | $214.4K | 0.02% | −147−23.7% | Reduced |
| Fieldview Capital Management, LLC | 473 | $214.4K | 0.04% | +473 | New |
| Pathway Wealth Management LLC | 475 | $215.3K | 0.20% | +475 | New |
| Guerra Pan Advisors, LLC | 478 | $216.7K | 0.13% | +478 | New |
| Ponta Wealth Partners, LLC | 479 | $217.2K | 0.20% | +479 | New |
| Jupiter Asset Management Ltd | 480 | $217.6K | 0.00% | −65,139−99.3% | Reduced |
| Trinity Legacy Partners, LLC | 480 | $217.6K | 0.05% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 480 | $217.6K | 0.03% | +480 | New |
| Pictet & Cie (Europe) SA | 482 | $218.5K | 0.00% | +482 | New |
| LaFleur & Godfrey LLC | 482 | $218.5K | 0.03% | +482 | New |
| Washington Trust Advisors, Inc. | 483 | $218.9K | 0.02% | +134+38.4% | Added |
| Adirondack Trust Co | 483 | $219.0K | 0.07% | +26+5.7% | Added |
| Bourgeon Capital Management LLC | 483 | $219.0K | 0.04% | +483 | New |
| Capstone Capital Management Ltd | 484 | $219.4K | 0.21% | +484 | New |
| Epoch Investment Partners, Inc. | 485 | $219.9K | 0.00% | −149−23.5% | Reduced |
| Boston Trust Walden Corp | 485 | $219.9K | 0.00% | +485 | New |
| Loudon Investment Management, LLC | 485 | $219.9K | 0.11% | +485 | New |
| Stanley-Laman Group, Ltd. | 485 | $219.9K | 0.03% | +485 | New |
| Covestor Ltd | 484 | $220.0K | 0.12% | +262+118.0% | Added |
| Heritage Investors Management Corp | 486 | $220.0K | 0.01% | +486 | New |
| Commonwealth Financial Services, LLC | 485 | $220.0K | 0.04% | +485 | New |
| SHP Wealth Management | 486 | $220.3K | 0.02% | +486 | New |
| Beaumont Financial Advisors, LLC | 486 | $220.3K | 0.01% | +486 | New |
| Investment Advisory Group, LLC | 489 | $221.7K | 0.06% | −120−19.7% | Reduced |
| SevenBridge Financial Group, LLC | 465 | $221.7K | 0.04% | −15−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 459 | $222.2K | 0.02% | +459 | New |
| Onyx Bridge Wealth Group LLC | 491 | $222.6K | 0.02% | +491 | New |
| Joel Isaacson & Co., LLC | 492 | $223.1K | 0.01% | +492 | New |
| Mesirow Financial Investment Management, Inc. | 493 | $223.5K | 0.00% | −186−27.4% | Reduced |
| Harbour Investments, Inc. | 493 | $223.5K | 0.00% | +29+6.3% | Added |
| Drucker Wealth 3.0, LLC | 494 | $223.8K | 0.04% | +494 | New |
| Salem Investment Counselors Inc | 494 | $224.0K | 0.01% | +135+37.6% | Added |
| WSFS Capital Management, LLC | 494 | $224.0K | 0.01% | +494 | New |
| Anchor Investment Management, LLC | 495 | $224.4K | 0.02% | −1,892−79.3% | Reduced |
| Putney Financial Group LLC | 495 | $224.4K | 0.21% | −79−13.8% | Reduced |
| Chatterton & Associates Inc. | 495 | $224.4K | 0.19% | +495 | New |
| Equitable Trust Co | 496 | $224.9K | 0.01% | +496 | New |
| HMS Capital Management, LLC | 497 | $225.3K | 0.09% | −448−47.4% | Reduced |
| Trust Point Inc. | 500 | $226.7K | 0.02% | +500 | New |
| Mengis Capital Management, Inc. | 500 | $226.7K | 0.04% | +500 | New |
| Arlington Financial Advisors, LLC | 500 | $226.7K | 0.03% | +500 | New |
| McHugh Group, LLC | 500 | $226.7K | 0.13% | +500 | New |
| Corient IA LLC | 500 | $226.7K | 0.21% | +500 | New |
| Symphony Financial, Ltd. Co. | 501 | $227.3K | 0.03% | −171−25.4% | Reduced |
| BKD Wealth Advisors, LLC | 502 | $227.6K | 0.00% | −90−15.2% | Reduced |
| Spirepoint Private Client, LLC | 502 | $227.6K | 0.02% | +502 | New |
| Smithfield Trust Co | 503 | $228.0K | 0.01% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 503 | $228.0K | 0.07% | −56−10.0% | Reduced |
| US Asset Management LLC | 503 | $228.0K | 0.19% | +503 | New |
| Crewe Advisors LLC | 504 | $228.5K | 0.02% | +3+0.6% | Added |
| Miller Capital Partners, Inc. | 505 | $228.9K | 0.12% | +505 | New |
| Sound Income Strategies, LLC | 520 | $229.5K | 0.01% | +14+2.8% | Added |
| Morris Financial Concepts, Inc. | 507 | $229.9K | 0.08% | −4−0.8% | Reduced |
| Five Oceans Advisors | 507 | $229.9K | 0.08% | +507 | New |
| Heartwood Wealth Advisors LLC | 511 | $231.7K | 0.02% | −21−3.9% | Reduced |
| Ethos Financial Group, LLC | 511 | $231.7K | 0.02% | +511 | New |
| First Foundation Advisors | 515 | $233.5K | 0.01% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 515 | $233.5K | 0.22% | +515 | New |
| Victory Financial Group, LLC | 516 | $233.9K | 0.03% | +516 | New |
| Tritonpoint Wealth, LLC | 517 | $234.4K | 0.02% | −31−5.7% | Reduced |
| CoreCap Advisors, LLC | 520 | $235.7K | 0.01% | +30+6.1% | Added |
| Brian Low Financial Group, LLC | 523 | $237.1K | 0.17% | +523 | New |
| Focus Financial Network, Inc. | 524 | $237.6K | 0.01% | −15−2.8% | Reduced |
| GM Advisory Group, Inc. | 527 | $238.9K | 0.01% | +527 | New |
| Virtue Capital Management, LLC | 529 | $239.2K | 0.04% | +529 | New |
| BLB&B Advisors, LLC | 528 | $239.4K | 0.01% | +7+1.3% | Added |
| Clark Capital Management Group, Inc. | 530 | $240.3K | 0.00% | −42−7.3% | Reduced |
| Vanguard Capital Wealth Advisors | 530 | $240.3K | 0.19% | 00.0% | Unchanged |
| Elm Partners Management LLC | 531 | $240.7K | 0.01% | +1+0.2% | Added |
| Sustainable Insight Capital Management, LLC | 531 | $240.7K | 0.08% | +531 | New |
| JGP Global Gestao de Recursos Ltda. | 532 | $241.2K | 0.14% | −54−9.2% | Reduced |
| Cidel Asset Management Inc | 532 | $241.2K | 0.02% | +532 | New |
| Collaborative Wealth Managment Inc. | 534 | $242.1K | 0.09% | +534 | New |
| Pursuit Wealth Strategies, LLC | 534 | $242.1K | 0.34% | +534 | New |
| Brookstone Capital Management | 535 | $242.6K | 0.00% | −4−0.7% | Reduced |
| Banque Transatlantique SA | 539 | $244.3K | 0.01% | −75−12.2% | Reduced |
| Tillman Hartley LLC | 540 | $244.8K | 0.06% | +4+0.7% | Added |
| Private Trust Co NA | 540 | $244.8K | 0.02% | +8+1.5% | Added |
