| Shepherd Financial Partners LLC | 828 | $200.0K | 0.04% | +828 | New |
| Bath Savings Trust Co | 830 | $201.0K | 0.02% | −60−6.7% | Reduced |
| Stonebridge Capital Advisors LLC | 833 | $201.0K | 0.02% | −17−2.0% | Reduced |
| Sonata Capital Group Inc | 837 | $202.0K | 0.09% | −75−8.2% | Reduced |
| Carl Stuart Investment Advisor, Inc | 836 | $202.2K | 0.15% | +836 | New |
| First Financial Bank - Trust Division | 837 | $203.0K | 0.02% | −101−10.8% | Reduced |
| PFS Investments Inc. | 841 | $203.0K | 0.00% | +841 | New |
| Capital Financial Planning, LLC | 838 | $203.0K | 0.07% | +838 | New |
| NEIRG Wealth Management, LLC | 841 | $203.0K | 0.04% | +841 | New |
| Schrum Private Wealth Management LLC | 817 | $203.0K | 0.20% | +817 | New |
| First National Bank | 844 | $204.0K | 0.19% | +844 | New |
| Segment Wealth Management, LLC | 844 | $204.0K | 0.02% | +844 | New |
| Jackson Hole Capital Partners, LLC | 842 | $204.0K | 0.06% | +842 | New |
| Essex LLC | 845 | $204.0K | 0.06% | +845 | New |
| Colton Groome Financial Advisors, LLC | 849 | $205.0K | 0.09% | +849 | New |
| HBW Advisory Services LLC | 849 | $205.0K | 0.07% | +849 | New |
| Conservest Capital Advisors, Inc. | 851 | $206.0K | 0.02% | +851 | New |
| Oak Harbor Wealth Partners, LLC | 857 | $207.0K | 0.07% | +857 | New |
| Castleview Partners, LLC | 861 | $208.0K | 0.13% | −225,908−99.6% | Reduced |
| West Michigan Advisors, LLC | 862 | $208.0K | 0.15% | −133−13.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 850 | $208.0K | 0.06% | −41−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 853 | $209.0K | 0.00% | +853 | New |
| Vista Private Wealth Partners. LLC | 858 | $209.0K | 0.08% | +858 | New |
| Constitution Capital LLC | 865 | $209.0K | 0.11% | +865 | New |
| Eagle Global Advisors LLC | 870 | $210.0K | 0.01% | +870 | New |
| Southern Capital Advisors, LLC | 869 | $210.0K | 0.14% | +869 | New |
| West Branch Capital LLC | 876 | $212.0K | 0.10% | −42−4.6% | Reduced |
| Hodges Capital Management Inc. | 876 | $212.0K | 0.02% | +876 | New |
| Raab & Moskowitz Asset Management LLC | 888 | $214.0K | 0.07% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 883 | $214.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 886 | $214.0K | 0.15% | +338+61.7% | Added |
| Armstrong Henry H Associates Inc | 896 | $217.0K | 0.02% | −690−43.5% | Reduced |
| Allegheny Financial Group LTD | 897 | $217.0K | 0.09% | −146−14.0% | Reduced |
| Arvest Trust Co N A | 898 | $217.0K | 0.01% | −66−6.8% | Reduced |
| McLean Asset Management Corp | 899 | $217.0K | 0.16% | +14+1.6% | Added |
| Invst, LLC | 906 | $217.0K | 0.04% | −8−0.9% | Reduced |
| Mayfair Advisory Group, LLC | 892 | $217.0K | 0.28% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 899 | $217.0K | 0.17% | +899 | New |
| Legacy Wealth Management, LLC | 900 | $217.6K | 0.11% | −100−10.0% | Reduced |
| Texas Capital Bancshares Inc | 902 | $218.0K | 0.13% | −531−37.1% | Reduced |
| Klingman & Associates, LLC | 905 | $218.0K | 0.02% | −494−35.3% | Reduced |
| SFG Wealth Management, LLC. | 900 | $218.0K | 0.20% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 900 | $218.0K | 0.08% | +900 | New |
| Ellenbecker Investment Group | 906 | $219.0K | 0.06% | +4+0.4% | Added |
| Ergoteles LLC | 906 | $219.0K | 0.01% | +906 | New |
| Abound Wealth Management | 908 | $219.6K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 911 | $220.0K | 0.08% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 911 | $220.0K | 0.06% | +911 | New |
| True North Advisors, LLC | 915 | $221.0K | 0.06% | −1,068−53.9% | Reduced |
| Soltis Investment Advisors LLC | 912 | $221.0K | 0.03% | −950−51.0% | Reduced |
| Fortress Wealth Management, Inc. | 914 | $221.0K | 0.17% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 919 | $222.0K | 0.02% | −9−1.0% | Reduced |
| Virtu Financial LLC | 918 | $222.0K | 0.02% | +918 | New |
| American Trust | 917 | $222.0K | 0.01% | +917 | New |
| Summit Wealth Partners, LLC | 922 | $223.0K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 923 | $223.0K | 0.05% | −16−1.7% | Reduced |
| JSF Financial, LLC | 929 | $225.0K | 0.10% | +929 | New |
| Hightower 6M Holding, LLC | 935 | $226.0K | 0.02% | +935 | New |
| Condor Capital Management | 943 | $228.0K | 0.03% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 951 | $230.0K | 0.15% | −75−7.3% | Reduced |
| Buckingham Capital Management, Inc. | 950 | $230.0K | 0.04% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 954 | $231.0K | 0.17% | −199−17.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 957 | $231.0K | 0.06% | −49−4.9% | Reduced |
| Investment Partners, Ltd. | 957 | $231.0K | 0.10% | +3+0.3% | Added |
| Landmark Financial Advisors, LLC | 918 | $231.0K | 0.11% | +918 | New |
| Octavia Wealth Advisors, LLC | 958 | $232.0K | 0.05% | −980−50.6% | Reduced |
| CWA Asset Management Group, LLC | 961 | $232.0K | 0.02% | +961 | New |
| First International Bank & Trust | 963 | $233.0K | 0.08% | −760−44.1% | Reduced |
| Sargent Investment Group, LLC | 965 | $233.0K | 0.06% | −29−2.9% | Reduced |
| Sabal Trust CO | 964 | $233.0K | 0.02% | +964 | New |
| Acropolis Investment Management, LLC | 966 | $234.0K | 0.02% | −100−9.4% | Reduced |
| Clarity Wealth Advisors, LLC | 968 | $234.0K | 0.11% | −5−0.5% | Reduced |
| PSI Advisors, LLC | 969 | $234.0K | 0.10% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 920 | $234.0K | 0.03% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 969 | $234.0K | 0.01% | +4+0.4% | Added |
| Southland Equity Partners LLC | 972 | $235.0K | 0.10% | +972 | New |
| Kolinsky Wealth Management, LLC | 978 | $236.0K | 0.23% | +978 | New |
| Private Portfolio Partners LLC | 978 | $236.5K | 0.06% | +978 | New |
| New England Asset Management Inc | 981 | $237.0K | 0.00% | −400−29.0% | Reduced |
| Gables Capital Management Inc. | 981 | $237.0K | 0.15% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 981 | $237.0K | 0.16% | +3+0.3% | Added |
| Bouchey Financial Group Ltd | 981 | $237.0K | 0.03% | +981 | New |
| Ignite Planners, LLC | 949 | $237.0K | 0.16% | +949 | New |
| CarsonAllaria Wealth Management, Ltd. | 983 | $238.0K | 0.21% | +12+1.2% | Added |
| Wayfinding Financial, LLC | 1,007 | $238.0K | 0.20% | +80+8.6% | Added |
| LexAurum Advisors, LLC | 987 | $239.0K | 0.08% | −951−49.1% | Reduced |
| Salem Investment Counselors Inc | 990 | $239.0K | 0.01% | −676−40.6% | Reduced |
| Unio Capital LLC | 987 | $239.0K | 0.10% | −100−9.2% | Reduced |
| Aureus Asset Management, LLC | 988 | $239.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 997 | $241.0K | 0.07% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 996 | $241.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 996 | $241.0K | 0.03% | +4+0.4% | Added |
| Hourglass Capital, LLC | 1,000 | $242.0K | 0.08% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,000 | $242.0K | 0.14% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,004 | $243.0K | 0.09% | −230−18.6% | Reduced |
| Syntax Advisors, LLC | 1,004 | $243.0K | 0.20% | −230−18.6% | Reduced |
| Progressive Investment Management Corp | 1,005 | $243.0K | 0.08% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 1,005 | $243.0K | 0.11% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,006 | $243.0K | 0.18% | +1,006 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,007 | $244.0K | 0.10% | −6−0.6% | Reduced |
