| Community Bank, N.A. | 137 | $87.5K | 0.01% | +137 | New |
| Triumph Capital Management | 144 | $92.0K | 0.02% | +28+24.1% | Added |
| Pinney & Scofield, Inc. | 150 | $95.8K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 158 | $100.9K | 0.03% | −17−9.7% | Reduced |
| BOCHK Asset Management Ltd | 160 | $102.2K | 0.02% | +160 | New |
| UMA Financial Services, Inc. | 164 | $104.8K | 0.01% | −76−31.7% | Reduced |
| Activest Wealth Management | 166 | $106.0K | 0.02% | −70−29.7% | Reduced |
| Aventura Private Wealth, LLC | 168 | $107.3K | 0.03% | +158+1,580.0% | Added |
| Aberdeen Wealth Management LLC | 171 | $109.2K | 0.05% | +171 | New |
| Cornerstone Financial Management LLC | 175 | $111.8K | 0.09% | +48+37.8% | Added |
| Harbor Capital Advisors, Inc. | 182 | $116.0K | 0.01% | +182 | New |
| Hilton Head Capital Partners, LLC | 185 | $118.2K | 0.06% | −85−31.5% | Reduced |
| Grove Bank & Trust | 186 | $118.8K | 0.01% | −66−26.2% | Reduced |
| Manchester Capital Management LLC | 186 | $118.8K | 0.02% | +31+20.0% | Added |
| Concord Wealth Partners | 195 | $124.5K | 0.01% | +195 | New |
| AdvisorNet Financial, Inc | 203 | $129.7K | 0.01% | +57+39.0% | Added |
| Private Wealth Management Group, LLC | 203 | $129.7K | 0.03% | −100−33.0% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 204 | $130.3K | 0.10% | −102−33.3% | Reduced |
| Ninety One UK Ltd | 212 | $135.4K | 0.00% | +212 | New |
| Westmount Partners, LLC | 215 | $137.3K | 0.03% | +215 | New |
| Halbert Hargrove Global Advisors, LLC | 215 | $137.5K | 0.01% | +215 | New |
| Cary Street Partners Financial LLC | 217 | $138.6K | 0.00% | +117+117.0% | Added |
| Volterra Technologies LP | 219 | $139.9K | 0.09% | +219 | New |
| Curat Global, LLC | 220 | $140.5K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 225 | $143.7K | 0.02% | +6+2.7% | Added |
| TIAA Wealth Investment Management LLC | 228 | $145.7K | 0.00% | +228 | New |
| Rialto Wealth Management, LLC | 234 | $149.5K | 0.03% | +154+192.5% | Added |
| Addison Advisors LLC | 238 | $152.0K | 0.07% | −1,080−81.9% | Reduced |
| GHP Investment Advisors, Inc. | 244 | $155.9K | 0.01% | −113−31.7% | Reduced |
| Paladin Partners, LLC | 250 | $159.7K | 0.11% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 251 | $160.3K | 0.06% | −315−55.7% | Reduced |
| Wilkerson Advisory Group LLC | 253 | $161.6K | 0.05% | +4+1.6% | Added |
| Prestige Wealth Management Group LLC | 260 | $166.1K | 0.03% | +19+7.9% | Added |
| Continuum Advisory, LLC | 262 | $167.3K | 0.01% | +262 | New |
| Silver Grove Financial Group, Inc. | 262 | $167.3K | 0.09% | +262 | New |
| Bartlett & Co. Wealth Management LLC | 266 | $169.9K | 0.00% | +126+90.0% | Added |
| Ni Acquisitions Company, LLC | 271 | $173.1K | 0.08% | +271 | New |
| Acropolis Investment Management, LLC | 283 | $180.8K | 0.01% | −260−47.9% | Reduced |
| JNBA Financial Advisors | 287 | $183.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 296 | $189.1K | 0.01% | +245+480.4% | Added |
| Bellevue Asset Management, LLC | 300 | $191.6K | 0.09% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 307 | $196.1K | 0.01% | +2+0.7% | Added |
| Torren Management, LLC | 308 | $196.7K | 0.10% | 00.0% | Unchanged |
| Hutchinson Capital Management | 314 | $200.6K | 0.03% | +314 | New |
| Hoxton Planning & Management, LLC | 315 | $201.2K | 0.05% | +315 | New |
| Legacy Wealth Advisors, LLC | 315 | $201.2K | 0.09% | +315 | New |
| JPL Wealth Management, LLC | 316 | $201.8K | 0.04% | +1+0.3% | Added |
| Busey Wealth Management | 316 | $201.8K | 0.00% | +316 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 317 | $202.5K | 0.07% | 00.0% | Unchanged |
| Values Added Financial LLC | 317 | $202.5K | 0.07% | +317 | New |
| Central Trust Co | 318 | $203.1K | 0.00% | +50+18.7% | Added |
| Prospect Financial Group LLC | 318 | $203.1K | 0.16% | +318 | New |
| Tradition Wealth Management, LLC | 318 | $203.1K | 0.01% | +318 | New |
| D.B. Root & Company, LLC | 319 | $203.8K | 0.04% | +319 | New |
| Magnus Financial Group LLC | 319 | $203.8K | 0.01% | +319 | New |
| Waterfront Wealth Inc. | 350 | $203.9K | 0.03% | +350 | New |
| Planning Alternatives Ltd | 320 | $204.4K | 0.02% | +320 | New |
| Selective Wealth Management, Inc. | 428 | $204.4K | 0.05% | +428 | New |
| RAM Investment Partners, LLC | 321 | $205.0K | 0.03% | +321 | New |
| Hudock, Inc. | 322 | $205.7K | 0.03% | +322 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 323 | $206.3K | 0.00% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 323 | $206.3K | 0.11% | +323 | New |
| Cardinal Point Capital Management, ULC | 325 | $207.6K | 0.01% | +325 | New |
| Prism Planning Partners LLC | 325 | $207.6K | 0.22% | +325 | New |
| DDD Partners, LLC | 326 | $208.2K | 0.01% | +326 | New |
| Howard Wealth Management, LLC | 326 | $208.2K | 0.08% | +326 | New |
| Silvercrest Asset Management Group LLC | 327 | $208.9K | 0.00% | +327 | New |
| Enterprise Financial Services Corp | 328 | $209.5K | 0.09% | +328 | New |
| Freestone Capital Holdings, LLC | 328 | $209.5K | 0.01% | +328 | New |
| Mirador Capital Partners LP | 328 | $209.5K | 0.03% | +328 | New |
| Ifrah Financial Services, Inc. | 329 | $210.2K | 0.05% | +329 | New |
| Marin Bay Wealth Advisors, LLC | 329 | $210.6K | 0.11% | +329 | New |
| Intergy Private Wealth, LLC | 331 | $211.4K | 0.05% | +331 | New |
| Hohimer Wealth Management, LLC | 331 | $211.5K | 0.02% | +331 | New |
| ETF Store, Inc. | 332 | $211.8K | 0.18% | +332 | New |
| Centiva Capital, LP | 332 | $212.1K | 0.01% | −8,515−96.2% | Reduced |
| Barings LLC | 332 | $212.1K | 0.00% | +332 | New |
| Sutton Place Investors LLC | 332 | $212.1K | 0.10% | +332 | New |
| Peachtree Investment Partners, LLC | 334 | $213.4K | 0.07% | +334 | New |
| KMG Fiduciary Partners, LLC | 334 | $213.4K | 0.02% | +334 | New |
| Clark Capital Management Group, Inc. | 336 | $214.3K | 0.00% | +336 | New |
| GFG Capital, LLC | 336 | $214.6K | 0.06% | +336 | New |
| Almanack Investment Partners, LLC. | 337 | $215.2K | 0.03% | +337 | New |
| Weaver Consulting Group | 337 | $215.2K | 0.04% | +337 | New |
| Fundamentun, LLC | 337 | $215.3K | 0.01% | +337 | New |
| Founders Grove Wealth Partners, LLC | 338 | $215.9K | 0.04% | +338 | New |
| Whittier Trust Co of Nevada Inc | 407 | $216.6K | 0.00% | −9−2.2% | Reduced |
| Hoey Investments, Inc | 340 | $217.2K | 0.03% | +340 | New |
| Signature Wealth Management Partners, LLC | 340 | $217.2K | 0.10% | +340 | New |
| JDH Wealth Management, LLC | 341 | $217.8K | 0.13% | +341 | New |
| Kemnay Advisory Services Inc. | 342 | $218.4K | 0.03% | +159+86.9% | Added |
| Aletheian Wealth Advisors LLC | 342 | $218.4K | 0.09% | +342 | New |
| True North Advisors, LLC | 342 | $218.5K | 0.02% | +342 | New |
| Clarendon Private LLC | 343 | $219.1K | 0.14% | +343 | New |
| Garden State Investment Advisory Services LLC | 345 | $220.1K | 0.04% | +345 | New |
| Axxcess Wealth Management, LLC | 345 | $220.4K | 0.00% | +345 | New |
| Roundview Capital LLC | 347 | $221.6K | 0.01% | +347 | New |
| Poehling Capital Management, LLC | 347 | $221.6K | 0.05% | +347 | New |
| LeConte Wealth Management, LLC | 348 | $222.3K | 0.12% | +348 | New |
| Paradigm Financial Partners, LLC | 349 | $222.9K | 0.02% | +349 | New |
