| JTC Employer Solutions Trusteee Ltd | 612 | $154.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 645 | $162.2K | 0.09% | +2+0.3% | Added |
| American Research & Management Co. | 675 | $170.0K | 0.04% | 00.0% | Unchanged |
| New England Asset Management Inc | 685 | $173.0K | 0.00% | −625−47.7% | Reduced |
| Focused Wealth Management, Inc | 700 | $176.0K | 0.03% | +600+600.0% | Added |
| Barrett Asset Management, LLC | 709 | $178.0K | 0.01% | +92+14.9% | Added |
| Private Capital Group, LLC | 713 | $179.0K | 0.04% | −4−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 711 | $179.0K | 0.03% | +77+12.1% | Added |
| Glassman Wealth Services | 758 | $191.0K | 0.04% | −2−0.3% | Reduced |
| Concord Wealth Partners | 760 | $191.0K | 0.05% | +337+79.7% | Added |
| TSFG, LLC | 763 | $192.0K | 0.07% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 796 | $200.0K | 0.12% | +796 | New |
| Lakeview Capital Partners, LLC | 799 | $201.0K | 0.12% | −276−25.7% | Reduced |
| Jones Financial Companies LLLP | 801 | $201.0K | 0.00% | +398+98.8% | Added |
| New England Research & Management, Inc. | 800 | $201.0K | 0.10% | +800 | New |
| Northeast Financial Consultants Inc | 800 | $201.0K | 0.01% | +800 | New |
| Financial Network Wealth Management LLC | 800 | $201.0K | 0.10% | +800 | New |
| Reuter James Wealth Management, LLC | 804 | $202.0K | 0.08% | +804 | New |
| Vivaldi Capital Management, LLC | 813 | $204.0K | 0.05% | +813 | New |
| Country Club Trust Company, n.a. | 811 | $205.0K | 0.02% | +811 | New |
| Cairn Investment Group, Inc. | 815 | $205.0K | 0.14% | +815 | New |
| San Luis Wealth Advisors LLC | 820 | $206.0K | 0.21% | −20−2.4% | Reduced |
| Independent Wealth Network Inc. | 818 | $206.0K | 0.13% | +5+0.6% | Added |
| Salem Investment Counselors Inc | 821 | $206.0K | 0.01% | +42+5.4% | Added |
| Freestone Capital Holdings, LLC | 820 | $206.0K | 0.01% | +820 | New |
| Wedmont Private Capital | 780 | $206.0K | 0.06% | +780 | New |
| Davis R M Inc | 823 | $207.0K | 0.00% | −1−0.1% | Reduced |
| WealthPLAN Partners, LLC | 813 | $207.0K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 825 | $207.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 828 | $208.0K | 0.02% | +6+0.7% | Added |
| Laurel Wealth Advisors, Inc. | 824 | $208.0K | 0.02% | +824 | New |
| We Are One Seven, LLC | 829 | $208.0K | 0.02% | +829 | New |
| Financial & Tax Architects, LLC | 834 | $209.7K | 0.09% | −12,708−93.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 844 | $212.0K | 0.02% | −275−24.6% | Reduced |
| Equitable Trust Co | 847 | $213.0K | 0.01% | −29−3.3% | Reduced |
| Guardian Wealth Advisors, LLC | 845 | $213.0K | 0.17% | +7+0.8% | Added |
| Investment House LLC | 850 | $214.0K | 0.01% | −301−26.2% | Reduced |
| Rosenbaum Jay D. | 850 | $214.0K | 0.31% | +850 | New |
| Bruderman Asset Management, LLC | 855 | $214.0K | 0.16% | +855 | New |
| Beacon Investment Advisory Services, Inc. | 850 | $214.0K | 0.01% | +850 | New |
| Personal Cfo Solutions, LLC | 850 | $214.0K | 0.04% | +850 | New |
| Altium Wealth Management LLC | 852 | $214.0K | 0.01% | +852 | New |
| Blue Barn Wealth, LLC | 849 | $214.0K | 0.14% | +849 | New |
| Glen Eagle Advisors, LLC | 852 | $214.3K | 0.06% | +10+1.2% | Added |
| Jeppson Wealth Management, LLC | 855 | $215.0K | 0.10% | −8−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 856 | $215.0K | 0.00% | +856 | New |
| Compagnie Lombard Odier SCmA | 860 | $216.0K | 0.00% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 858 | $216.0K | 0.10% | +25+3.0% | Added |
| Childress Capital Advisors, LLC | 860 | $216.0K | 0.09% | +28+3.4% | Added |
| Simplify Asset Management Inc. | 858 | $216.0K | 0.03% | +858 | New |
| Tranquilli Financial Advisor LLC | 858 | $216.0K | 0.15% | +858 | New |
| Ashton Thomas Private Wealth, LLC | 859 | $216.1K | 0.02% | +859 | New |
| Grant/GrossMendelsohn, LLC | 835 | $218.0K | 0.17% | 00.0% | Unchanged |
| Claro Advisors LLC | 865 | $218.0K | 0.08% | +865 | New |
| Ausdal Financial Partners, Inc. | 871 | $219.0K | 0.03% | −5−0.6% | Reduced |
| Addison Advisors LLC | 883 | $222.0K | 0.14% | +3+0.3% | Added |
| AIA Group Ltd | 883 | $222.0K | 0.01% | +883 | New |
| Royal Capital Wealth Management, LLC | 884 | $222.0K | 0.22% | +884 | New |
| Reilly Financial Advisors, LLC | 891 | $224.0K | 0.02% | −104−10.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 889 | $224.0K | 0.05% | −38−4.1% | Reduced |
| Kings Point Capital Management | 891 | $224.0K | 0.02% | 00.0% | Unchanged |
| Salzhauer Michael | 894 | $225.0K | 0.09% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 895 | $225.0K | 0.02% | +895 | New |
| TRUE Private Wealth Advisors | 895 | $225.0K | 0.03% | +895 | New |
| J. W. Coons Advisors, LLC | 900 | $226.0K | 0.07% | 00.0% | Unchanged |
| Valley Brook Capital Group | 900 | $226.0K | 0.19% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 907 | $228.0K | 0.03% | +907 | New |
| Game Plan Financial Advisors, LLC | 912 | $229.0K | 0.12% | 00.0% | Unchanged |
| TNF LLC | 876 | $230.0K | 0.10% | 00.0% | Unchanged |
| Golden State Equity Partners | 920 | $231.0K | 0.12% | +920 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922 | $232.0K | 0.01% | +922 | New |
| Snowden Capital Advisors LLC | 929 | $233.0K | 0.01% | −7,501−89.0% | Reduced |
| Mitchell Sinkler & Starr | 929 | $234.0K | 0.07% | −46−4.7% | Reduced |
| Resolute Financial, LLC | 930 | $234.0K | 0.17% | +930 | New |
| Advisor Resource Council | 936 | $236.0K | 0.02% | +936 | New |
| FirstPurpose Wealth LLC | 940 | $236.0K | 0.15% | +940 | New |
| Mutual Advisors, LLC | 945 | $238.0K | 0.01% | −106−10.1% | Reduced |
| Intersect Capital LLC | 948 | $238.0K | 0.04% | −42−4.2% | Reduced |
| Parsec Financial Management, Inc. | 949 | $239.0K | 0.01% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 951 | $239.0K | 0.23% | +951 | New |
| Oxford Financial Group Ltd | 960 | $241.0K | 0.03% | −1−0.1% | Reduced |
| Nadler Financial Group, Inc. | 958 | $241.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 958 | $241.0K | 0.07% | +118+14.0% | Added |
| Bristlecone Advisors, LLC | 963 | $242.0K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 963 | $242.0K | 0.12% | +963 | New |
| Financial Counselors Inc | 967 | $243.0K | 0.00% | −1,990−67.3% | Reduced |
| Skba Capital Management LLC | 970 | $244.0K | 0.05% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 975 | $245.0K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 983 | $247.0K | 0.02% | −6−0.6% | Reduced |
| Taylor Wealth Management Partners | 981 | $247.0K | 0.09% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 962 | $247.0K | 0.19% | +962 | New |
| Eagle Ridge Investment Management | 990 | $249.0K | 0.03% | −57−5.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 990 | $249.0K | 0.03% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 990 | $249.0K | 0.12% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 994 | $250.0K | 0.02% | −122−10.9% | Reduced |
| Foundations Investment Advisors, LLC | 956 | $250.0K | 0.01% | +87+10.0% | Added |
| Bellecapital International Ltd. | 1,000 | $251.0K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $251.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,000 | $251.0K | 0.07% | +1,000 | New |
| Kenfarb & Co. | 1,000 | $251.0K | 0.18% | +1,000 | New |
