| University of Texas/Texas Am Investment Managment Co | 85 | $15.8K | 0.00% | +85 | New |
| New Millennium Group LLC | 91 | $16.9K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 91 | $16.9K | 0.00% | +91 | New |
| Wellington-Altus USA Inc. | 92 | $17.1K | 0.01% | +92 | New |
| Kilter Group LLC | 92 | $17.1K | 0.01% | +33+55.9% | Added |
| Winch Advisory Services, LLC | 95 | $17.5K | 0.00% | +1+1.1% | Added |
| Kentucky Trust Co | 97 | $18.0K | 0.01% | +97 | New |
| Global Wealth Strategies & Associates | 100 | $18.6K | 0.00% | −100−50.0% | Reduced |
| Barrett & Company, Inc. | 100 | $18.6K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $18.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $18.6K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $18.6K | 0.01% | +100 | New |
| Reyes Financial Architecture, Inc. | 101 | $18.7K | 0.01% | +23+29.5% | Added |
| Robinswood Financial LLC | 101 | $18.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 102 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 103 | $19.1K | 0.01% | −345−77.0% | Reduced |
| Wolff Wiese Magana LLC | 105 | $19.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 106 | $19.7K | 0.00% | +15+16.5% | Added |
| J.Safra Asset Management Corp | 110 | $20.4K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 111 | $20.5K | 0.02% | +1+0.9% | Added |
| Rossby Financial, LCC | 112 | $20.8K | 0.01% | +82+273.3% | Added |
| Coston, McIsaac & Partners | 115 | $21.0K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 114 | $21.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 114 | $21.2K | 0.00% | −8,612−98.7% | Reduced |
| Ogorek Anthony Joseph | 119 | $22.0K | 0.01% | −12−9.2% | Reduced |
| Smithfield Trust Co | 121 | $22.0K | 0.00% | +55+83.3% | Added |
| Ares Financial Consulting, LLC | 124 | $23.0K | 0.02% | +124 | New |
| Sfam, LLC | 125 | $23.2K | 0.02% | +125 | New |
| Avion Wealth | 134 | $24.0K | 0.01% | −1−0.7% | Reduced |
| High Note Wealth, LLC | 134 | $24.9K | 0.00% | +43+47.3% | Added |
| IMA Wealth, Inc. | 135 | $25.1K | 0.00% | +28+26.2% | Added |
| New England Capital Financial Advisors LLC | 136 | $25.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 137 | $25.4K | 0.00% | +32+30.5% | Added |
| Provenance Wealth Advisors, LLC | 139 | $25.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 142 | $26.4K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 142 | $26.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 143 | $26.5K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 146 | $27.2K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 147 | $27.3K | 0.02% | +4+2.8% | Added |
| Scarborough Advisors, LLC | 148 | $27.4K | 0.00% | −27−15.4% | Reduced |
| Solstein Capital, LLC | 148 | $27.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 148 | $27.5K | 0.00% | −15−9.2% | Reduced |
| Root Financial Partners, LLC | 151 | $28.0K | 0.00% | +33+28.0% | Added |
| Park Place Capital Corp | 152 | $28.2K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 153 | $28.4K | 0.02% | +153 | New |
| Marquette Asset Management, LLC | 153 | $28.4K | 0.00% | +59+62.8% | Added |
| Swiss Re Ltd | 155 | $28.8K | 0.00% | +155 | New |
| Highline Wealth Partners LLC | 155 | $28.8K | 0.01% | +12+8.4% | Added |
| Central Pacific Bank - Trust Division | 160 | $29.7K | 0.00% | +35+28.0% | Added |
| Nemes Rush Group LLC | 168 | $31.2K | 0.00% | +19+12.8% | Added |
| Bellevue Asset Management, LLC | 172 | $32.1K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 171 | $33.5K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 181 | $33.6K | 0.02% | +9+5.2% | Added |
| Financial Consulate, Inc | 181 | $33.7K | 0.00% | +181 | New |
| Bank of New Hampshire | 182 | $33.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $34.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 184 | $34.2K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 184 | $34.2K | 0.03% | −2−1.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 186 | $34.5K | 0.01% | +10+5.7% | Added |
| Roxbury Financial LLC | 196 | $36.4K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 238 | $36.5K | 0.00% | +8+3.5% | Added |
| Global Trust Asset Management, LLC | 200 | $37.1K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $37.1K | 0.03% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $37.1K | 0.03% | +200 | New |
| Hughes Financial Services, LLC | 203 | $37.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 205 | $38.1K | 0.00% | −95−31.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 207 | $38.4K | 0.02% | +12+6.2% | Added |
| Newbridge Financial Services Group, Inc. | 210 | $39.0K | 0.01% | −97−31.6% | Reduced |
| Morse Asset Management, Inc | 211 | $39.2K | 0.01% | +76+56.3% | Added |
| N.E.W. Advisory Services LLC | 212 | $39.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $39.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 215 | $39.9K | 0.00% | +3+1.4% | Added |
| CBIZ Investment Advisory Services, LLC | 216 | $40.1K | 0.00% | −10−4.4% | Reduced |
| Dunhill Financial, LLC | 223 | $41.4K | 0.01% | +36+19.3% | Added |
| First Command Advisory Services, Inc. | 223 | $41.4K | 0.00% | +18+8.8% | Added |
| Optima Capital LLC | 224 | $41.6K | 0.02% | +224 | New |
| Financial Perspectives, Inc | 231 | $42.9K | 0.01% | −21−8.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 239 | $44.4K | 0.01% | +239 | New |
| Cornerstone Planning Group LLC | 243 | $44.7K | 0.01% | +149+158.5% | Added |
| Sunbelt Securities, Inc. | 244 | $45.2K | 0.00% | +38+18.4% | Added |
| Truvestments Capital LLC | 250 | $46.4K | 0.01% | −28−10.1% | Reduced |
| Richardson Financial Services Inc. | 257 | $47.7K | 0.03% | +230+851.9% | Added |
| True Wealth Design, LLC | 263 | $48.8K | 0.01% | −110−29.5% | Reduced |
| Manitou Investment Management Ltd. | 270 | $50.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 274 | $50.9K | 0.01% | +274 | New |
| Elyxium Wealth, LLC | 274 | $50.9K | 0.01% | +274 | New |
| Entrust Financial LLC | 280 | $52.0K | 0.04% | +280 | New |
| Fortitude Family Office, LLC | 292 | $54.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $55.7K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 302 | $56.1K | 0.04% | +1+0.3% | Added |
| West Financial Advisors, LLC | 320 | $59.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 325 | $60.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 328 | $61.0K | 0.01% | +34+11.6% | Added |
| Copia Wealth Management | 333 | $61.8K | 0.04% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 335 | $62.2K | 0.04% | +335 | New |
| Piscataqua Savings Bank | 338 | $62.7K | 0.04% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 343 | $63.7K | 0.06% | +343 | New |
| Silvant Capital Management LLC | 348 | $64.6K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 348 | $64.6K | 0.07% | +348 | New |
