| Western Pacific Wealth Management, LP | 860 | $193.0K | 0.12% | +860 | New |
| PDS Planning, Inc | 864 | $194.0K | 0.04% | +864 | New |
| Tyler-Stone Wealth Management | 867 | $195.0K | 0.10% | +867 | New |
| Financial Management Professionals, Inc. | 882 | $198.0K | 0.04% | +238+37.0% | Added |
| Beaird Harris Wealth Management, LLC | 883 | $199.0K | 0.07% | +883 | New |
| Northwest Quadrant Wealth Management, LLC | 891 | $200.0K | 0.05% | −246−21.6% | Reduced |
| Aua Capital Management, LLC | 890 | $200.0K | 0.12% | +188+26.8% | Added |
| Bath Savings Trust Co | 890 | $200.0K | 0.02% | +890 | New |
| Raab & Moskowitz Asset Management LLC | 888 | $200.0K | 0.07% | +888 | New |
| Quest Capital Management Inc | 893 | $201.0K | 0.03% | +893 | New |
| Mayfair Advisory Group, LLC | 892 | $201.0K | 0.27% | +892 | New |
| Invst, LLC | 914 | $202.0K | 0.03% | −240−20.8% | Reduced |
| SFG Wealth Management, LLC. | 900 | $202.0K | 0.18% | +900 | New |
| Ellenbecker Investment Group | 902 | $203.0K | 0.06% | −98−9.8% | Reduced |
| Focus Financial Network, Inc. | 907 | $204.0K | 0.03% | +907 | New |
| Abound Wealth Management | 908 | $204.3K | 0.16% | +908 | New |
| McLean Asset Management Corp | 885 | $205.0K | 0.08% | −240−21.3% | Reduced |
| Rosenberg Matthew Hamilton | 911 | $205.0K | 0.07% | +255+38.9% | Added |
| Sonata Capital Group Inc | 912 | $205.0K | 0.09% | +912 | New |
| Charter Oak Capital Management, LLC | 915 | $206.0K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 914 | $206.0K | 0.15% | +914 | New |
| West Branch Capital LLC | 918 | $207.0K | 0.09% | −16−1.7% | Reduced |
| Wayfinding Financial, LLC | 927 | $207.0K | 0.17% | +927 | New |
| Summit Wealth Partners, LLC | 922 | $207.4K | 0.04% | +922 | New |
| Hills Bank & Trust Co | 921 | $208.0K | 0.03% | +130+16.4% | Added |
| CCM Investment Advisers LLC | 930 | $209.0K | 0.03% | +930 | New |
| Sigma Investment Counselors Inc | 928 | $209.0K | 0.01% | +928 | New |
| Marathon Capital Management | 937 | $210.0K | 0.05% | −709−43.1% | Reduced |
| Samalin Investment Counsel, LLC | 932 | $210.0K | 0.13% | +932 | New |
| First Financial Bank - Trust Division | 938 | $211.0K | 0.02% | −100−9.6% | Reduced |
| 9258 Wealth Management, LLC | 939 | $211.0K | 0.05% | +939 | New |
| Eagle Ridge Investment Management | 942 | $212.0K | 0.02% | −105−10.0% | Reduced |
| Condor Capital Management | 943 | $212.0K | 0.02% | +943 | New |
| BKD Wealth Advisors, LLC | 948 | $213.0K | 0.01% | +948 | New |
| Buckingham Capital Management, Inc. | 950 | $214.0K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 954 | $215.0K | 0.09% | +954 | New |
| Tiedemann Advisors, LLC | 965 | $216.0K | 0.01% | +965 | New |
| Arvest Trust Co N A | 964 | $217.0K | 0.01% | +964 | New |
| Nottingham Advisors, Inc. | 920 | $217.0K | 0.02% | +920 | New |
| Clarity Wealth Advisors, LLC | 973 | $218.0K | 0.10% | −1−0.1% | Reduced |
| PSI Advisors, LLC | 969 | $218.0K | 0.09% | +5+0.5% | Added |
| Autus Asset Management, LLC | 974 | $219.0K | 0.02% | −26−2.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 975 | $219.0K | 0.09% | 00.0% | Unchanged |
| Five Oceans Advisors | 975 | $219.0K | 0.19% | +25+2.6% | Added |
| JFS Wealth Advisors, LLC | 974 | $219.0K | 0.02% | +60+6.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 971 | $219.0K | 0.19% | +971 | New |
| Cherry Creek Investment Advisors, Inc. | 978 | $220.0K | 0.14% | +978 | New |
| Gables Capital Management Inc. | 981 | $221.0K | 0.13% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 984 | $221.0K | 0.01% | +984 | New |
| Paradigm Financial Partners, LLC | 986 | $222.0K | 0.05% | −111−10.1% | Reduced |
| Aureus Asset Management, LLC | 988 | $222.0K | 0.01% | −30−2.9% | Reduced |
| Cobblestone Capital Advisors LLC | 990 | $223.0K | 0.01% | −5,220−84.1% | Reduced |
| Tradition Wealth Management, LLC | 992 | $223.0K | 0.03% | −132−11.7% | Reduced |
| Aptus Capital Advisors, LLC | 997 | $224.0K | 0.01% | −9,163−90.2% | Reduced |
| Perkins Coie Trust Co | 997 | $224.0K | 0.07% | −520−34.3% | Reduced |
| Johnson Bixby & Associates, LLC | 996 | $224.0K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 994 | $224.0K | 0.05% | +30+3.1% | Added |
| West Michigan Advisors, LLC | 995 | $224.0K | 0.17% | +995 | New |
| Legacy Wealth Management, LLC | 1,000 | $225.0K | 0.12% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 1,000 | $225.0K | 0.01% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,000 | $225.0K | 0.08% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,000 | $225.0K | 0.12% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,000 | $225.0K | 0.25% | +1,000 | New |
| Progressive Investment Management Corp | 1,005 | $226.0K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,006 | $226.0K | 0.06% | +65+6.9% | Added |
| Graham Capital Management, L.P. | 1,007 | $226.0K | 0.01% | +1,007 | New |
| Hollow Brook Wealth Management LLC | 1,005 | $226.0K | 0.12% | +1,005 | New |
| Cubic Asset Management, LLC | 1,010 | $227.0K | 0.05% | −13−1.3% | Reduced |
| Renaissance Group LLC | 1,007 | $227.0K | 0.01% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,009 | $227.0K | 0.04% | +55+5.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,013 | $228.0K | 0.07% | −285−22.0% | Reduced |
| Lockerman Financial Group, Inc. | 1,014 | $228.0K | 0.60% | +1,014 | New |
| Vivid Financial Management, Inc. | 1,018 | $229.0K | 0.09% | −164−13.9% | Reduced |
| Sovereign Financial Group, Inc. | 1,020 | $229.0K | 0.09% | +1,020 | New |
| Carmichael Hill & Associates, Inc. | 1,023 | $230.0K | 0.12% | −45−4.2% | Reduced |
| Venturi Wealth Management, LLC | 1,021 | $230.0K | 0.02% | +1,021 | New |
| Conway Capital Management, Inc. | 1,026 | $230.8K | 0.14% | +1,026 | New |
| Lowell Blake & Associates Inc. | 1,026 | $231.0K | 0.09% | −160−13.5% | Reduced |
| Kidder Stephen W | 1,025 | $231.0K | 0.07% | −100−8.9% | Reduced |
| Financial Advisory Group | 1,026 | $231.0K | 0.05% | −1−0.1% | Reduced |
| Summit Place Financial Advisors, LLC | 1,033 | $232.0K | 0.16% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,032 | $232.0K | 0.04% | +829+408.4% | Added |
| Financial Network Wealth Management LLC | 1,035 | $233.0K | 0.12% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,036 | $233.0K | 0.10% | +1,036 | New |
| Schulhoff & Co Inc | 1,042 | $234.0K | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,040 | $234.0K | 0.05% | +44+4.4% | Added |
| qPULA Trading Management LP | 1,045 | $235.0K | 0.42% | −421−28.7% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,044 | $235.0K | 0.11% | −2−0.2% | Reduced |
| LCM Capital Management Inc | 1,046 | $235.0K | 0.18% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 1,042 | $235.0K | 0.09% | +1+0.1% | Added |
| Allegheny Financial Group LTD | 1,043 | $235.0K | 0.09% | +1,043 | New |
| Fulcrum Capital LLC | 1,050 | $236.0K | 0.05% | 00.0% | Unchanged |
| Camden National Bank | 1,049 | $236.0K | 0.04% | +40+4.0% | Added |
| Shulman DeMeo Asset Management LLC | 1,057 | $238.0K | 0.06% | +6+0.6% | Added |
| PRW Wealth Management LLC | 1,064 | $240.0K | 0.11% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,065 | $240.0K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,066 | $240.0K | 0.02% | +15+1.4% | Added |
| Tilia Fiduciary Partners, Inc. | 1,066 | $240.0K | 0.19% | +1,066 | New |
| Southeast Asset Advisors Inc. | 1,073 | $241.0K | 0.03% | −358−25.0% | Reduced |
| AlphaMark Advisors, LLC | 1,073 | $241.0K | 0.08% | −132−11.0% | Reduced |
