| Gradient Capital Advisors, LLC | 220 | $202.0K | 0.08% | +220 | New |
| High Net Worth Advisory Group LLC | 221 | $202.0K | 0.07% | +221 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 222 | $203.0K | 0.01% | +222 | New |
| Jacobs & Co | 223 | $204.0K | 0.02% | +223 | New |
| TCG Advisory Services, LLC | 222 | $204.0K | 0.05% | +222 | New |
| Carmel Capital Partners, LLC | 223 | $204.0K | 0.15% | +223 | New |
| Occidental Asset Management, LLC | 224 | $205.0K | 0.05% | +224 | New |
| WNY Asset Management, LLC | 225 | $205.0K | 0.06% | +225 | New |
| First National Bank Sioux Falls | 225 | $206.0K | 0.22% | +225 | New |
| StrategIQ Financial Group, LLC | 225 | $206.0K | 0.02% | +225 | New |
| Washington Trust Advisors, Inc. | 225 | $206.0K | 0.01% | +225 | New |
| Willner & Heller, LLC | 246 | $206.0K | 0.27% | +246 | New |
| Summit Financial Group Inc | 226 | $207.0K | 0.07% | +226 | New |
| Wealthgate Family Office, LLC | 226 | $207.0K | 0.32% | +226 | New |
| Aua Capital Management, LLC | 227 | $208.0K | 0.12% | +30+15.2% | Added |
| Prestige Wealth Management Group LLC | 228 | $209.0K | 0.05% | +19+9.1% | Added |
| Veracity Capital LLC | 228 | $209.0K | 0.08% | +228 | New |
| Galvin, Gaustad & Stein, LLC | 228 | $209.0K | 0.02% | +228 | New |
| MBA Advisors LLC | 229 | $210.0K | 0.13% | −13−5.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 229 | $210.0K | 0.04% | −10−4.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 230 | $210.6K | 0.11% | +230 | New |
| Latitude Advisors, LLC | 230 | $211.0K | 0.06% | −44−16.1% | Reduced |
| Systematic Alpha Investments, LLC | 230 | $211.0K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 230 | $211.0K | 0.03% | +230 | New |
| CarsonAllaria Wealth Management, Ltd. | 231 | $212.0K | 0.19% | +231 | New |
| Strategy Asset Managers LLC | 233 | $213.0K | 0.06% | −342−59.5% | Reduced |
| Laurion Capital Management LP | 234 | $214.0K | 0.00% | −39,585−99.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 234 | $214.0K | 0.05% | −12−4.9% | Reduced |
| Carroll Financial Associates, Inc. | 233 | $214.0K | 0.01% | +119+104.4% | Added |
| Cooper/Haims Advisors, LLC | 235 | $215.0K | 0.13% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 235 | $215.0K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 238 | $218.0K | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 238 | $218.0K | 0.07% | +238 | New |
| Maltin Wealth Management, Inc. | 238 | $218.0K | 0.13% | +238 | New |
| Endurance Wealth Management, Inc. | 239 | $219.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 239 | $219.0K | 0.05% | +12+5.3% | Added |
| Wealthsource Partners, LLC | 241 | $220.0K | 0.02% | −21−8.0% | Reduced |
| Wealth Architects, LLC | 240 | $220.0K | 0.04% | +240 | New |
| Fort Point Capital Partners LLC | 241 | $221.0K | 0.03% | +241 | New |
| Hexagon Capital Partners LLC | 242 | $222.0K | 0.06% | −3−1.2% | Reduced |
| Fairhaven Wealth Management, LLC | 243 | $222.0K | 0.09% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 244 | $223.0K | 0.02% | +244 | New |
| Sunflower Bank, N.A. | 244 | $223.0K | 0.03% | +244 | New |
| Oak Family Advisors, LLC | 244 | $223.0K | 0.11% | +244 | New |
| Burleson & Company, LLC | 247 | $226.0K | 0.03% | +244+8,133.3% | Added |
| Trustcore Financial Services, LLC | 249 | $228.0K | 0.03% | −33−11.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 251 | $230.0K | 0.05% | −24−8.7% | Reduced |
| Quent Capital, LLC | 252 | $231.0K | 0.05% | +252 | New |
| MONECO Advisors, LLC | 287 | $232.0K | 0.09% | +45+18.6% | Added |
| Warther Private Wealth, LLC | 256 | $233.0K | 0.17% | −5−1.9% | Reduced |
| First Financial Corp | 255 | $233.0K | 0.14% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 254 | $233.0K | 0.01% | +6+2.4% | Added |
| Rothschild Investment Corp | 254 | $233.0K | 0.02% | +254 | New |
| KRS Capital Management, LLC | 254 | $233.0K | 0.20% | +254 | New |
| Howland Capital Management LLC | 256 | $234.0K | 0.01% | +2+0.8% | Added |
| Centric Wealth Management | 256 | $234.0K | 0.08% | +2+0.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 257 | $235.0K | 0.09% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 257 | $235.0K | 0.03% | +257 | New |
| Domani Wealth, LLC | 258 | $236.0K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 259 | $237.0K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 260 | $238.0K | 0.03% | +18+7.4% | Added |
| Fairview Capital Investment Management, LLC | 262 | $239.0K | 0.02% | −9−3.3% | Reduced |
| Cable Hill Partners, LLC | 261 | $239.0K | 0.05% | −2−0.8% | Reduced |
| New England Asset Management Inc | 261 | $239.0K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 262 | $239.0K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 260 | $239.0K | 0.03% | +260 | New |
| Whalerock Point Partners, LLC | 262 | $239.9K | 0.08% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 262 | $240.0K | 0.03% | −1−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 271 | $240.0K | 0.01% | +271 | New |
| Vigilare Wealth Management | 263 | $241.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 264 | $241.0K | 0.07% | +8+3.1% | Added |
| Gillespie Robinson & Grimm Inc | 263 | $241.0K | 0.02% | +13+5.2% | Added |
| Aspiriant, LLC | 264 | $242.0K | 0.01% | +264 | New |
| Investors Financial Group, LLC | 265 | $243.0K | 0.11% | −2−0.7% | Reduced |
| Fiducient Advisors LLC | 266 | $244.0K | 0.07% | +266 | New |
| blooom, inc. | 267 | $245.0K | 0.18% | 00.0% | Unchanged |
| First Hawaiian Bank | 269 | $246.0K | 0.01% | +4+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 268 | $246.0K | 0.12% | +37+16.0% | Added |
| Silicon Hills Wealth Management, LLC | 270 | $247.0K | 0.15% | 00.0% | Unchanged |
| Valley Brook Capital Group | 270 | $247.0K | 0.21% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 272 | $249.0K | 0.07% | −69−20.2% | Reduced |
| Convergence Investment Partners, LLC | 273 | $250.0K | 0.13% | −15−5.2% | Reduced |
| Allred Capital Management, LLC | 274 | $250.0K | 0.12% | −2−0.7% | Reduced |
| Smithfield Trust Co | 274 | $250.0K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 273 | $250.0K | 0.16% | +273 | New |
| Curi Capital | 273 | $250.0K | 0.04% | +273 | New |
| CSU Producer Resources, Inc. | 275 | $252.0K | 0.91% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 275 | $252.0K | 0.21% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 275 | $252.0K | 0.00% | +26+10.4% | Added |
| WBH Advisory Inc | 276 | $253.0K | 0.03% | +1+0.4% | Added |
| Dougherty Wealth Advisers LLC | 279 | $255.0K | 0.36% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 279 | $255.0K | 0.10% | +189+210.0% | Added |
| Dixon Hubard Feinour & Brown Inc | 278 | $255.0K | 0.02% | +278 | New |
| Marietta Investment Partners LLC | 278 | $255.0K | 0.05% | +278 | New |
| Meridian Financial Partners LLC | 310 | $256.0K | 0.17% | +310 | New |
| Camden National Bank | 281 | $257.0K | 0.05% | −15−5.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 280 | $257.0K | 0.05% | −8−2.8% | Reduced |
| Buckingham Strategic Partners | 280 | $257.0K | 0.05% | +280 | New |
| McLean Asset Management Corp | 292 | $258.0K | 0.10% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 278 | $258.0K | 0.12% | −11−3.8% | Reduced |