| Brady Martz Wealth Solutions, LLC | 197 | $210.8K | 0.04% | +197 | New |
| Guild Investment Management, Inc. | 198 | $211.8K | 0.16% | +198 | New |
| Nicolet Bankshares Inc | 199 | $212.9K | 0.03% | −20−9.1% | Reduced |
| Buckley Wealth Management, LLC | 199 | $212.9K | 0.06% | +199 | New |
| Goldstone Financial Group, LLC | 199 | $213.1K | 0.02% | +199 | New |
| Bank of Nova Scotia Trust Co | 200 | $214.0K | 0.02% | −30−13.0% | Reduced |
| Clark Wealth Partners | 200 | $214.0K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $214.0K | 0.34% | +200 | New |
| Delaney Dennis R | 200 | $214.0K | 0.11% | +200 | New |
| Watershed Private Wealth LLC | 200 | $214.0K | 0.06% | +200 | New |
| Bawa N Mallick Trust | 200 | $214.0K | 0.08% | +200 | New |
| Excelsior Advisor Network LLC | 200 | $214.0K | 0.10% | +200 | New |
| Integrity Alliance, LLC. | 201 | $215.0K | 0.01% | +201 | New |
| Tower Wealth Partners, Inc. | 201 | $215.0K | 0.12% | +201 | New |
| GDS Wealth Management | 201 | $215.0K | 0.01% | +201 | New |
| Avos Capital Management, LLC | 202 | $216.1K | 0.09% | −50−19.8% | Reduced |
| Duncker Streett & Co Inc | 202 | $216.1K | 0.04% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 202 | $216.1K | 0.18% | +202 | New |
| M. Kulyk & Associates, LLC | 203 | $217.2K | 0.04% | −8−3.8% | Reduced |
| Value Aligned Research Advisors, LLC | 203 | $217.2K | 0.00% | +203 | New |
| Polymer Capital Management (HK) LTD | 203 | $217.2K | 0.03% | +203 | New |
| Shum Financial Group, Inc. | 203 | $217.2K | 0.16% | +203 | New |
| Liberty Wealth Management LLC | 204 | $218.1K | 0.03% | +204 | New |
| Osbon Capital Management LLC | 204 | $218.5K | 0.20% | +204 | New |
| Richardson Financial Services Inc. | 204 | $218.6K | 0.14% | +29+16.6% | Added |
| Capital Advisors, Ltd. LLC | 205 | $219.0K | 0.03% | 00.0% | Unchanged |
| Boltwood Capital Management | 205 | $219.3K | 0.06% | +205 | New |
| Directional Asset Management | 205 | $219.3K | 0.19% | +205 | New |
| Heritage Wealth Management, Inc. | 207 | $221.5K | 0.06% | −2−1.0% | Reduced |
| Newport Capital Group, LLC | 207 | $221.5K | 0.14% | +207 | New |
| Everpar Advisors LLC | 208 | $222.5K | 0.08% | −3−1.4% | Reduced |
| TFR Capital, LLC. | 208 | $222.5K | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 209 | $223.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 209 | $223.6K | 0.03% | +4+2.0% | Added |
| AssuredPartners Investment Advisors, LLC | 209 | $223.6K | 0.03% | +209 | New |
| Cyndeo Wealth Partners, LLC | 209 | $224.1K | 0.01% | −3,835−94.8% | Reduced |
| Nolet Wealth Management, LLC | 210 | $224.3K | 0.13% | +210 | New |
| Torrey Growth & Income Advisors | 210 | $224.7K | 0.08% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 210 | $224.7K | 0.17% | +210 | New |
| Cheviot Value Management, LLC | 158 | $224.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 158 | $224.8K | 0.04% | +11+7.5% | Added |
| Beto Financial Group, LLC | 156 | $224.9K | 0.15% | +156 | New |
| Cfo Capital Management LLC | 211 | $225.7K | 0.17% | +211 | New |
| Badgley Phelps Wealth Managers, LLC | 211 | $225.7K | 0.00% | +211 | New |
| Howard Bailey Securities, LLC | 212 | $226.8K | 0.09% | −27−11.3% | Reduced |
| Fragasso Group Inc. | 212 | $226.8K | 0.01% | +15+7.6% | Added |
| Whitener Capital Management, Inc. | 212 | $226.8K | 0.05% | +212 | New |
| Trust Investment Advisors | 213 | $227.9K | 0.12% | −2−0.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 214 | $228.9K | 0.03% | −36−14.4% | Reduced |
| Sax Wealth Advisors, LLC | 214 | $229.2K | 0.01% | +214 | New |
| Banque Transatlantique SA | 212 | $230.0K | 0.01% | −250−54.1% | Reduced |
| McHugh Group, LLC | 215 | $230.0K | 0.13% | −100−31.7% | Reduced |
| Staley Capital Advisers Inc | 215 | $230.0K | 0.01% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 214 | $230.4K | 0.02% | −23−9.7% | Reduced |
| Financial Management Professionals, Inc. | 216 | $231.1K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 216 | $231.4K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 217 | $232.2K | 0.05% | +3+1.4% | Added |
| Quadrant Private Wealth Management, LLC | 218 | $233.3K | 0.04% | +218 | New |
| Palisade Asset Management, LLC | 219 | $234.3K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 219 | $234.3K | 0.03% | −52−19.2% | Reduced |
| Hanson & Doremus Investment Management | 220 | $235.0K | 0.03% | −5−2.2% | Reduced |
| Aspiriant, LLC | 220 | $235.4K | 0.01% | +220 | New |
| A4 Wealth Advisors LLC | 220 | $235.4K | 0.20% | +220 | New |
| Milestone Asset Management, LLC | 221 | $236.4K | 0.04% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 221 | $236.5K | 0.07% | +221 | New |
| Dunhill Financial, LLC | 222 | $237.0K | 0.06% | −3−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 222 | $237.5K | 0.01% | −36−14.0% | Reduced |
| E&G Advisors, LP | 222 | $237.5K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 224 | $239.6K | 0.03% | −11−4.7% | Reduced |
| Vawter Financial, Ltd. | 224 | $239.6K | 0.10% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 224 | $239.7K | 0.12% | +224 | New |
| 17 Capital Partners, LLC | 226 | $241.8K | 0.13% | −30−11.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 226 | $241.8K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 229 | $245.0K | 0.01% | +229 | New |
| Clifford Swan Investment Counsel LLC | 230 | $245.6K | 0.01% | +7+3.1% | Added |
| DekaBank Deutsche Girozentrale | 258 | $247.0K | 0.00% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 231 | $247.1K | 0.04% | −81−26.0% | Reduced |
| Nisa Investment Advisors, LLC | 231 | $247.1K | 0.00% | +141+156.7% | Added |
| Livet Wealth, LLC | 232 | $248.2K | 0.15% | +232 | New |
| Meadowbrook Advisors Group, LLC | 232 | $248.2K | 0.14% | +232 | New |
| National Wealth Management Group, LLC | 233 | $249.3K | 0.09% | −97−29.4% | Reduced |
| Cloud Capital Management, LLC | 234 | $250.0K | 0.12% | +39+20.0% | Added |
| BLVD Private Wealth, LLC | 234 | $250.3K | 0.22% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 234 | $250.3K | 0.18% | +17+7.8% | Added |
| Western Pacific Wealth Management, LP | 235 | $251.4K | 0.24% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 235 | $251.4K | 0.16% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 235 | $251.4K | 0.03% | +235 | New |
| 49 Wealth Management, LLC | 235 | $251.4K | 0.02% | +235 | New |
| Redhawk Wealth Advisors, Inc. | 235 | $251.5K | 0.03% | −39−14.2% | Reduced |
| Evergreen Wealth Management, LLC | 235 | $251.8K | 0.13% | +9+4.0% | Added |
| Patrick M Sweeney & Associates, Inc | 236 | $252.5K | 0.16% | 00.0% | Unchanged |
| CPA Asset Management LLC | 236 | $252.5K | 0.09% | +236 | New |
| Kera Capital Partners, Inc. | 178 | $253.3K | 0.03% | +178 | New |
| NBT Bank N A | 237 | $253.6K | 0.02% | −10−4.0% | Reduced |
| Legend Capital Advisors LLC | 237 | $253.6K | 0.14% | +237 | New |
| SHP Wealth Management | 237 | $254.3K | 0.02% | +237 | New |
| Armis Advisers, LLC | 194 | $255.5K | 0.03% | +194 | New |
| Transamerica Financial Advisors, Inc. | 242 | $258.9K | 0.02% | +193+393.9% | Added |
| PCG Asset Management, LLC | 243 | $260.2K | 0.21% | 00.0% | Unchanged |
| GFS Advisors, LLC | 244 | $261.0K | 0.03% | +244 | New |
