| Prosperity Consulting Group, LLC | 340 | $229.1K | 0.01% | +340 | New |
| Round Rock Advisors, LLC | 341 | $229.8K | 0.03% | −10−2.8% | Reduced |
| Moors & Cabot, Inc. | 341 | $229.8K | 0.01% | +44+14.8% | Added |
| Syverson Strege & Co | 343 | $231.1K | 0.05% | −17−4.7% | Reduced |
| Clear Creek Financial Management, LLC | 343 | $231.1K | 0.02% | +29+9.2% | Added |
| Phillips Financial Management, LLC | 345 | $232.5K | 0.01% | +12+3.6% | Added |
| Adelphi Trust Co | 345 | $232.5K | 0.19% | +345 | New |
| RFG Advisory, LLC | 346 | $233.3K | 0.00% | −1,399−80.2% | Reduced |
| Adapt Wealth Advisors, LLC | 348 | $234.5K | 0.08% | +23+7.1% | Added |
| FourThought Financial Partners, LLC | 349 | $235.2K | 0.02% | −128−26.8% | Reduced |
| Poehling Capital Management, LLC | 350 | $235.8K | 0.05% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 350 | $235.8K | 0.22% | +350 | New |
| Myriad Asset Management US LP | 350 | $235.8K | 0.39% | +350 | New |
| Index Technologies Group LLC | 351 | $236.5K | 0.25% | +351 | New |
| Intellus Advisors LLC | 353 | $237.9K | 0.03% | +353 | New |
| Badgley Phelps Wealth Managers, LLC | 353 | $237.9K | 0.00% | 00.0% | Unchanged |
| Challenger Wealth Management | 354 | $238.5K | 0.18% | +38+12.0% | Added |
| GW&K Investment Management, LLC | 354 | $239.0K | 0.00% | +199+128.4% | Added |
| Steinberganna Wealth Management | 356 | $239.9K | 0.11% | −8−2.2% | Reduced |
| Tower Wealth Partners, Inc. | 356 | $239.9K | 0.13% | +6+1.7% | Added |
| Keb Asset Management, LLC | 354 | $240.4K | 0.05% | +1+0.3% | Added |
| Clay Northam Wealth Management, LLC | 358 | $241.2K | 0.13% | −87−19.6% | Reduced |
| Proficio Capital Partners LLC | 360 | $242.6K | 0.02% | −47−11.5% | Reduced |
| Moody National Bank Trust Division | 360 | $242.6K | 0.02% | +360 | New |
| Intrua Financial, LLC | 364 | $245.3K | 0.03% | +41+12.7% | Added |
| nVerses Capital, LLC | 364 | $245.3K | 0.55% | +364 | New |
| Choate Investment Advisors | 366 | $246.6K | 0.00% | +54+17.3% | Added |
| Bellecapital International Ltd. | 366 | $246.6K | 0.04% | +366 | New |
| Tritonpoint Wealth, LLC | 368 | $248.0K | 0.03% | −114−23.7% | Reduced |
| Legacy Financial Advisors, Inc. | 369 | $248.3K | 0.03% | +369 | New |
| Meridian Wealth Partners, LLC | 370 | $249.3K | 0.03% | −4−1.1% | Reduced |
| LWM Advisory Services, LLC | 372 | $250.7K | 0.15% | −3−0.8% | Reduced |
| Banco BTG Pactual S.A. | 374 | $252.0K | 0.04% | −2,007−84.3% | Reduced |
| Eagle Wealth Advisors LLC | 376 | $253.4K | 0.22% | +376 | New |
| Entrust Financial LLC | 377 | $254.0K | 0.19% | +377 | New |
| DV Equities, LLC | 380 | $256.1K | 0.05% | +380 | New |
| Werba Rubin Papier Wealth Management | 382 | $257.4K | 0.07% | +14+3.8% | Added |
| SOA Wealth Advisors, LLC. | 382 | $257.4K | 0.04% | +40+11.7% | Added |
| Sound Income Strategies, LLC | 454 | $258.2K | 0.01% | +444+4,440.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 384 | $258.7K | 0.05% | +384 | New |
| Titleist Asset Management, LLC | 385 | $259.4K | 0.02% | −218−36.2% | Reduced |
| Transatlantique Private Wealth LLC | 386 | $260.1K | 0.08% | +51+15.2% | Added |
| Kingdom Financial Group LLC. | 386 | $260.1K | 0.08% | +386 | New |
| MJP Associates Inc | 387 | $260.8K | 0.03% | +45+13.2% | Added |
| Second Half Financial Partners, LLC | 388 | $261.4K | 0.12% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 392 | $264.1K | 0.08% | −128−24.6% | Reduced |
| Insight Wealth Partners, LLC | 392 | $264.1K | 0.11% | +392 | New |
| Tulsa Wealth Advisors, INC | 392 | $264.1K | 0.09% | +392 | New |
| BlackDiamond Wealth Management Inc. | 574 | $264.3K | 0.13% | +574 | New |
| Ameritas Advisory Services, LLC | 394 | $265.5K | 0.01% | −430−52.2% | Reduced |
| Keystone Financial Services | 395 | $266.0K | 0.08% | −9−2.2% | Reduced |
| Kassira Wealth Management LLC | 400 | $269.5K | 0.26% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $269.5K | 0.00% | +41+11.4% | Added |
| Nalls Sherbakoff Group, LLC | 400 | $269.5K | 0.19% | +50+14.3% | Added |
| Archer Investment Corp | 400 | $269.5K | 0.06% | +400 | New |
| Sherbrooke Park Advisers LLC | 400 | $269.5K | 0.70% | +400 | New |
| Clark & Stuart, Inc | 401 | $270.2K | 0.19% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 402 | $270.9K | 0.03% | +402 | New |
| Range Advisory, LLC | 402 | $271.0K | 0.07% | +402 | New |
| Brandywine Oak Private Wealth LLC | 403 | $271.3K | 0.02% | 00.0% | Unchanged |
| Graetz Wealth LLC | 405 | $272.7K | 0.25% | +405 | New |
| Regent Peak Wealth Advisors LLC | 405 | $272.9K | 0.05% | +405 | New |
| Annex Advisory Services, LLC | 406 | $273.6K | 0.01% | +1+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 408 | $274.9K | 0.07% | +73+21.8% | Added |
| Thrive Wealth Management, LLC | 408 | $274.9K | 0.04% | +408 | New |
| Donoghue Forlines LLC | 409 | $275.6K | 0.09% | +409 | New |
| Capital Advantage, Inc. | 410 | $276.1K | 0.04% | +5+1.2% | Added |
| Founders Financial Alliance, LLC | 410 | $276.3K | 0.05% | −12−2.8% | Reduced |
| Salvus Wealth Management, LLC | 411 | $276.9K | 0.15% | −386−48.4% | Reduced |
| Rathbone Brothers plc | 414 | $279.0K | 0.00% | −4−1.0% | Reduced |
| Wall Street Financial Group, Inc. | 414 | $279.0K | 0.20% | +116+38.9% | Added |
| Owen LaRue, LLC | 415 | $279.6K | 0.11% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 415 | $279.6K | 0.04% | +135+48.2% | Added |
| Empirical Asset Management, LLC | 418 | $281.7K | 0.08% | −107−20.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 420 | $283.0K | 0.04% | −430−50.6% | Reduced |
| Abacus Wealth Partners, LLC | 420 | $283.0K | 0.03% | +420 | New |
| Roundview Capital LLC | 420 | $283.0K | 0.02% | +420 | New |
| Oxinas Partners Wealth Management LLC | 422 | $284.4K | 0.14% | −706−62.6% | Reduced |
| EntryPoint Capital, LLC | 424 | $285.7K | 0.11% | −308−42.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 425 | $286.4K | 0.03% | +137+47.6% | Added |
| Nemes Rush Group LLC | 425 | $286.4K | 0.03% | +409+2,556.3% | Added |
| Reuter James Wealth Management, LLC | 428 | $288.4K | 0.04% | −28−6.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 433 | $291.8K | 0.02% | +4+0.9% | Added |
| DLD Asset Management, LP | 433 | $291.8K | 0.03% | +433 | New |
| Jaffetilchin Investment Partners, LLC | 433 | $292.1K | 0.02% | +433 | New |
| JGP Wealth Management, LLC | 436 | $293.5K | 0.03% | −6−1.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 436 | $293.8K | 0.46% | +436 | New |
| TFB Advisors LLC | 437 | $294.5K | 0.08% | +25+6.1% | Added |
| TrueWealth Advisors, LLC | 438 | $295.1K | 0.08% | +438 | New |
| Fortis Capital Management LLC | 440 | $296.5K | 0.04% | +440 | New |
| Sovran Advisors, LLC | 489 | $296.8K | 0.03% | −56−10.3% | Reduced |
| Greenline Wealth Management LLC | 441 | $296.8K | 0.31% | +441 | New |
| Advisor OS, LLC | 442 | $297.8K | 0.02% | +71+19.1% | Added |
| Torren Management, LLC | 442 | $297.8K | 0.15% | +442 | New |
| Atlantic Union Bankshares Corp | 442 | $297.8K | 0.01% | +33+8.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 443 | $298.5K | 0.02% | +443 | New |
| Moran Wealth Management, LLC | 446 | $300.5K | 0.01% | −72−13.9% | Reduced |
| Principal Street Partners, LLC | 448 | $301.9K | 0.05% | +119+36.2% | Added |
| Pinnacle Associates Ltd | 450 | $303.4K | 0.00% | +450 | New |
| Connecticut Capital Management Group, LLC | 453 | $305.2K | 0.29% | +453 | New |