| Victory Financial Group, LLC | 554 | $353.9K | 0.04% | +554 | New |
| TCFG Investment Advisors, LLC | 556 | $355.1K | 0.12% | +556 | New |
| Fourth Dimension Wealth, LLC | 557 | $355.9K | 0.11% | +117+26.6% | Added |
| Moody National Bank Trust Division | 562 | $359.0K | 0.03% | +562 | New |
| Puff Wealth Management, LLC | 564 | $360.4K | 0.37% | +564 | New |
| Advisors Capital Management, LLC | 564 | $360.7K | 0.00% | +564 | New |
| Keyvantage Wealth, LLC | 566 | $361.5K | 0.14% | +566 | New |
| RiverFront Investment Group, LLC | 568 | $362.8K | 0.00% | +568 | New |
| Endeavor Private Wealth, Inc. | 568 | $362.8K | 0.09% | +568 | New |
| Beacon Financial Group | 571 | $364.7K | 0.03% | +571 | New |
| Onyx Bridge Wealth Group LLC | 571 | $365.0K | 0.03% | +571 | New |
| Keystone Financial Services | 572 | $365.1K | 0.09% | −177−23.6% | Reduced |
| Revolve Wealth Partners, LLC | 572 | $365.3K | 0.04% | +572 | New |
| Verdad Advisers, LP | 573 | $366.0K | 0.35% | +573 | New |
| Souders Financial Advisors | 574 | $366.6K | 0.04% | +574 | New |
| Abacus Wealth Partners, LLC | 575 | $367.3K | 0.04% | −1,619−73.8% | Reduced |
| Snowwater Investment Partners, LLC | 577 | $368.5K | 0.25% | −173−23.1% | Reduced |
| Range Advisory, LLC | 577 | $368.8K | 0.04% | +577 | New |
| Empower Advisory Group, LLC | 581 | $371.1K | 0.00% | −280−32.5% | Reduced |
| Tiemann Investment Advisors, LLC | 584 | $373.0K | 0.14% | +584 | New |
| Jacobsen Capital Management | 584 | $373.0K | 0.11% | +584 | New |
| Nilsine Partners, LLC | 585 | $373.7K | 0.03% | −14−2.3% | Reduced |
| Alliance Wealth Management Group | 586 | $374.3K | 0.07% | +586 | New |
| Towercrest Capital Management | 586 | $374.3K | 0.05% | +586 | New |
| Cornerstone Advisory, LLC | 586 | $374.3K | 0.03% | +586 | New |
| Symmetry Partners, LLC | 587 | $374.9K | 0.02% | +587 | New |
| NWF Advisory Services Inc. | 587 | $374.9K | 0.04% | +587 | New |
| Gryphon Financial Partners LLC | 588 | $375.6K | 0.03% | +588 | New |
| Hollencrest Capital Management | 589 | $376.2K | 0.02% | −900−60.4% | Reduced |
| Aspiriant, LLC | 589 | $376.2K | 0.01% | +589 | New |
| Crusonia Wealth Advisors LLC | 591 | $377.5K | 0.06% | +591 | New |
| Mayflower Financial Advisors, LLC | 597 | $381.3K | 0.03% | +597 | New |
| Penn Capital Management Co Inc | 597 | $381.5K | 0.02% | +597 | New |
| Oasis Management Co Ltd. | 600 | $383.2K | 0.04% | +600 | New |
| E&G Advisors, LP | 600 | $383.2K | 0.07% | +600 | New |
| Peak Financial Management, Inc. | 600 | $383.2K | 0.09% | +600 | New |
| Archford Capital Strategies, LLC | 601 | $383.9K | 0.04% | +601 | New |
| Nations Financial Group Inc, | 614 | $392.2K | 0.02% | +614 | New |
| South State Corp. | 617 | $394.1K | 0.02% | +54+9.6% | Added |
| Archer Investment Corp | 617 | $394.1K | 0.08% | +617 | New |
| Owl Creek Wealth Partners LLC | 617 | $394.1K | 0.12% | +14+2.3% | Added |
| Paragon Private Wealth Management, LLC | 619 | $395.6K | 0.10% | +619 | New |
| StoryOne LLC | 621 | $396.6K | 0.19% | +621 | New |
| NewSquare Capital LLC | 625 | $399.2K | 0.03% | +625 | New |
| Jeter Robert S II | 686 | $399.7K | 0.38% | +686 | New |
| Oxinas Partners Wealth Management LLC | 626 | $399.9K | 0.16% | +626 | New |
| J. M. Brown & Associates Inc. | 627 | $400.5K | 0.23% | +627 | New |
| Sovran Advisors, LLC | 867 | $401.9K | 0.03% | +867 | New |
| Cogent Strategic Wealth LLC | 631 | $403.0K | 0.38% | +631 | New |
| Shepherd Financial Partners LLC | 636 | $406.2K | 0.03% | +636 | New |
| Mitchell McLeod Pugh & Williams Inc | 640 | $408.8K | 0.05% | +640 | New |
| Ewa, LLC | 641 | $409.4K | 0.07% | +641 | New |
| Monticello Wealth Management, LLC | 641 | $409.4K | 0.02% | +641 | New |
| Patriot Financial Group Insurance Agency, LLC | 642 | $410.0K | 0.04% | −574−47.2% | Reduced |
| CRA Financial Services, LLC | 648 | $413.9K | 0.05% | +648 | New |
| Wayfinding Financial, LLC | 649 | $414.0K | 0.16% | +649 | New |
| Emergent Wealth Advisors, LLC | 650 | $415.2K | 0.22% | −400−38.1% | Reduced |
| CMT Capital Markets Trading GmbH | 651 | $416.0K | 0.22% | −2,081−76.2% | Reduced |
| Crewe Advisors LLC | 652 | $416.4K | 0.03% | +621+2,003.2% | Added |
| S.A. Mason LLC | 653 | $417.1K | 0.13% | −27−4.0% | Reduced |
| Park National Corp | 655 | $418.4K | 0.01% | +655 | New |
| Massar Capital Management, LP | 655 | $418.4K | 0.14% | +655 | New |
| Petra Financial Advisors Inc | 656 | $419.2K | 0.19% | +656 | New |
| PUREfi Wealth, LLC | 660 | $421.6K | 0.23% | +660 | New |
| Central Pacific Bank - Trust Division | 660 | $421.6K | 0.04% | +660 | New |
| Legacy Capital Group California, Inc. | 674 | $430.5K | 0.13% | +674 | New |
| Calamos Wealth Management LLC | 675 | $431.1K | 0.01% | −539−44.4% | Reduced |
| Private Wealth Asset Management, LLC | 675 | $431.1K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 675 | $431.1K | 0.07% | −580−46.2% | Reduced |
| Wealthquest Corp | 679 | $433.7K | 0.03% | +679 | New |
| Campbell Deegan Wealth Management, LLC | 679 | $433.7K | 0.31% | +679 | New |
| Tobias Financial Advisors, Inc. | 683 | $436.2K | 0.06% | +683 | New |
| Nicolet Bankshares Inc | 756 | $436.4K | 0.01% | +25+3.4% | Added |
| Heritage Family Offices, LLP | 685 | $437.5K | 0.17% | +685 | New |
| Pacific Excel Wealth Advisors, Inc. | 685 | $437.5K | 0.17% | +685 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 687 | $438.8K | 1.34% | −2,743−80.0% | Reduced |
| Old National Bancorp | 689 | $440.1K | 0.01% | −418−37.8% | Reduced |
| Elequin Capital LP | 691 | $441.4K | 0.01% | +196+39.6% | Added |
| HCR Wealth Advisors | 695 | $443.9K | 0.04% | −67−8.8% | Reduced |
| Third View Private Wealth, LLC | 698 | $445.8K | 0.05% | +698 | New |
| Kingsview Wealth Management, LLC | 699 | $446.6K | 0.01% | −513−42.3% | Reduced |
| Hayek Kallen Investment Management | 700 | $447.0K | 0.14% | −75−9.7% | Reduced |
| Sigma Planning Corp | 702 | $448.3K | 0.01% | +702 | New |
| Financial Engines Advisors L.L.C. | 708 | $452.2K | 0.00% | +708 | New |
| Causey Wealth LLC | 708 | $452.2K | 0.18% | +708 | New |
| Pennington Partners & Co., LLC | 708 | $452.4K | 0.14% | +708 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 710 | $453.5K | 0.13% | +120+20.3% | Added |
| Triad Wealth Partners, LLC | 863 | $455.0K | 0.03% | +863 | New |
| Teza Capital Management LLC | 715 | $456.7K | 0.88% | +715 | New |
| TABR Capital Management, LLC | 718 | $458.7K | 0.39% | −430−37.5% | Reduced |
| Founders Capital Management | 724 | $462.4K | 0.20% | −126−14.8% | Reduced |
| Milestone Asset Management, LLC | 725 | $463.3K | 0.07% | −3,073−80.9% | Reduced |
| FSM Wealth Advisors, LLC | 727 | $464.2K | 0.05% | +727 | New |
| Sovereign Financial Group, Inc. | 727 | $464.3K | 0.07% | −750−50.8% | Reduced |
| Eagle Wealth Advisors LLC | 730 | $466.3K | 0.36% | +730 | New |
| Horst & Graben Wealth Management LLC | 783 | $468.4K | 0.06% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 734 | $468.8K | 0.13% | +734 | New |
| HBK Sorce Advisory LLC | 904 | $469.3K | 0.01% | +80+9.7% | Added |
| Anchyra Partners LLC | 737 | $470.7K | 0.11% | +737 | New |
| Whittier Trust Co | 816 | $471.2K | 0.00% | −120−12.8% | Reduced |
