| Lyell Wealth Management, LP | 590 | $207.6K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 591 | $207.9K | 0.13% | +591 | New |
| DHK Financial Advisors, Inc. | 592 | $208.3K | 0.13% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 593 | $208.6K | 0.05% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 594 | $209.0K | 0.07% | +594 | New |
| KC Investment Advisors, LLC | 594 | $209.0K | 0.08% | −30−4.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 595 | $209.0K | 0.08% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 595 | $209.3K | 0.02% | +595 | New |
| Beacon Financial Group | 596 | $209.7K | 0.02% | −8−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 597 | $210.0K | 0.03% | −22−3.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 600 | $211.0K | 0.15% | +600 | New |
| Westwood Wealth Management | 600 | $211.1K | 0.08% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 600 | $211.1K | 0.14% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 600 | $211.1K | 0.06% | +600 | New |
| Bellecapital International Ltd. | 603 | $212.1K | 0.04% | −329−35.3% | Reduced |
| ABLE Financial Group, LLC | 603 | $212.1K | 0.06% | −66−9.9% | Reduced |
| 626 Financial, LLC | 603 | $212.1K | 0.11% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 604 | $212.5K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 604 | $212.5K | 0.04% | −17−2.7% | Reduced |
| Whitener Capital Management, Inc. | 610 | $214.6K | 0.06% | +20+3.4% | Added |
| Rosenberg Matthew Hamilton | 614 | $216.0K | 0.06% | +76+14.1% | Added |
| Summa Corp. | 616 | $216.7K | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 617 | $217.1K | 0.02% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 619 | $217.8K | 0.06% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 621 | $218.5K | 0.07% | +17+2.8% | Added |
| Buckhead Capital Management LLC | 621 | $218.5K | 0.07% | +20+3.3% | Added |
| Altfest L J & Co Inc | 623 | $219.2K | 0.03% | −67−9.7% | Reduced |
| Willner & Heller, LLC | 624 | $219.5K | 0.19% | +624 | New |
| Capital Advisors Wealth Management, LLC | 627 | $220.6K | 0.04% | −175−21.8% | Reduced |
| Canandaigua National Trust Co of Florida | 627 | $220.6K | 0.17% | +55+9.6% | Added |
| American Trust Investment Advisors, LLC | 630 | $221.6K | 0.09% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 631 | $222.0K | 0.03% | +57+9.9% | Added |
| Amarillo National Bank | 632 | $222.3K | 0.04% | +632 | New |
| Accelerate Investment Advisors LLC | 634 | $223.1K | 0.20% | +634 | New |
| Unique Wealth Strategies, LLC | 637 | $224.1K | 0.10% | +637 | New |
| Cornerstone Select Advisors, LLC | 638 | $224.4K | 0.22% | +638 | New |
| Financial Council Asset Management Inc | 639 | $224.8K | 0.12% | 00.0% | Unchanged |
| Motive Wealth Advisors | 639 | $224.8K | 0.12% | +639 | New |
| Patten & Patten Inc | 640 | $225.1K | 0.01% | +640 | New |
| Garden State Investment Advisory Services LLC | 641 | $225.5K | 0.07% | −1−0.2% | Reduced |
| Greenfield Savings Bank | 642 | $225.8K | 0.11% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 644 | $226.6K | 0.01% | +21+3.4% | Added |
| Oldfather Financial Services, LLC | 645 | $226.9K | 0.09% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 648 | $228.0K | 0.06% | −12−1.8% | Reduced |
| Gill Capital Partners, LLC | 652 | $229.4K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 652 | $229.4K | 0.19% | +43+7.1% | Added |
| Financial Advisors Network, Inc. | 652 | $229.4K | 0.04% | +652 | New |
| Sovereign Investment Advisors, LLC | 653 | $229.7K | 0.07% | +653 | New |
| Financial Advisory Service, Inc. | 654 | $230.2K | 0.02% | −10−1.5% | Reduced |
| New England Professional Planning Group Inc. | 655 | $230.4K | 0.11% | +29+4.6% | Added |
| Silverlake Wealth Management LLC | 657 | $231.1K | 0.09% | −592−47.4% | Reduced |
| Albert D Mason Inc | 657 | $231.1K | 0.15% | 00.0% | Unchanged |
| Thompson David Blair | 657 | $231.1K | 0.17% | +657 | New |
| Clear Creek Financial Management, LLC | 658 | $231.3K | 0.03% | −112−14.5% | Reduced |
| Peak Planning Group, LLC | 658 | $231.4K | 0.10% | +29+4.6% | Added |
| Sterling Financial Group, Inc. | 659 | $231.8K | 0.09% | 00.0% | Unchanged |
| Awm Capital, LLC | 664 | $233.6K | 0.03% | +50+8.1% | Added |
| Moseley Investment Management Inc | 665 | $233.8K | 0.09% | +11+1.7% | Added |
| Means Investment Co., Inc. | 665 | $233.9K | 0.02% | +3+0.5% | Added |
| Strategic Financial Concepts, LLC | 665 | $233.9K | 0.04% | −130−16.4% | Reduced |
| Aletheian Wealth Advisors LLC | 665 | $233.9K | 0.14% | −21−3.1% | Reduced |
| Cozad Asset Management Inc | 670 | $235.7K | 0.02% | +33+5.2% | Added |
| Ullmann Financial Group, Inc. | 670 | $235.7K | 0.03% | +670 | New |
| Zuckerman Investment Group, LLC | 612 | $235.7K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 670 | $235.7K | 0.02% | +670 | New |
| Morningstar Investment Services LLC | 671 | $236.0K | 0.02% | −3,132−82.4% | Reduced |
| MFA Wealth Services | 673 | $236.8K | 0.19% | +673 | New |
| Colorado Capital Management, Inc. | 673 | $237.0K | 0.11% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 674 | $237.1K | 0.05% | −31−4.4% | Reduced |
| Heritage Wealth Management, Inc. | 674 | $237.1K | 0.20% | +31+4.8% | Added |
| GW Henssler & Associates Ltd | 671 | $237.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 675 | $237.5K | 0.07% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 675 | $238.0K | 0.05% | −15−2.2% | Reduced |
| Gallacher Capital Management LLC | 678 | $238.7K | 0.12% | +678 | New |
| Horizon Bancorp Inc | 679 | $239.0K | 0.11% | +93+15.9% | Added |
| Blalock Williams, LLC | 680 | $239.2K | 0.28% | +680 | New |
| Genesis Private Wealth, LLC | 682 | $239.9K | 0.13% | +682 | New |
| Omnia Family Wealth, LLC | 683 | $240.3K | 0.10% | +683 | New |
| Websterrogers Financial Advisors, LLC | 683 | $240.3K | 0.08% | +683 | New |
| Valued Retirements, Inc. | 686 | $241.3K | 0.33% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 686 | $241.3K | 0.16% | +686 | New |
| Second Line Capital, LLC | 689 | $242.2K | 0.07% | +36+5.5% | Added |
| R Squared Ltd | 690 | $242.7K | 0.24% | +690 | New |
| Watershed Private Wealth LLC | 691 | $243.1K | 0.09% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 692 | $243.4K | 0.06% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 694 | $244.1K | 0.07% | +82+13.4% | Added |
| Biltmore Family Office, LLC | 695 | $244.5K | 0.04% | +87+14.3% | Added |
| LGT Financial Advisors LLC | 695 | $244.5K | 0.54% | +695 | New |
| Alpha Financial Partners, LLC | 697 | $245.1K | 0.19% | +697 | New |
| PKS Advisory Services, LLC | 698 | $245.6K | 0.07% | +698 | New |
| Arbor Investment Advisors, LLC | 699 | $245.9K | 0.03% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 700 | $246.3K | 0.09% | −280−28.6% | Reduced |
| Quarry LP | 700 | $246.3K | 0.05% | +72+11.5% | Added |
| KMG Fiduciary Partners, LLC | 701 | $246.6K | 0.02% | −31−4.2% | Reduced |
| Thomasville National Bank | 702 | $247.0K | 0.02% | −13−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 703 | $247.4K | 0.05% | −2,964−80.8% | Reduced |
| K.J. Harrison & Partners Inc | 711 | $248.0K | 0.04% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 706 | $248.4K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 706 | $248.4K | 0.08% | +50+7.6% | Added |
| Athena Investment Management | 709 | $249.4K | 0.14% | −100−12.4% | Reduced |
