| Aspen Grove Capital, LLC | 265 | $202.2K | 0.03% | +265 | New |
| Straight Path Wealth Management | 265 | $202.2K | 0.05% | +265 | New |
| Aspire Growth Partners LLC | 265 | $202.2K | 0.12% | +265 | New |
| Northwest Wealth Management, LLC | 266 | $203.0K | 0.03% | +266 | New |
| Sierra Ocean, LLC | 267 | $203.8K | 0.14% | +267 | New |
| Tower Wealth Partners, Inc. | 268 | $204.5K | 0.10% | +268 | New |
| BostonPremier Wealth LLC | 268 | $204.5K | 0.09% | +268 | New |
| Leeward Financial Partners, LLC | 269 | $205.3K | 0.05% | +269 | New |
| Affinity Capital Advisors, LLC | 1,032 | $205.8K | 0.03% | +1,032 | New |
| Wick Capital Partners, LLC | 270 | $206.0K | 0.03% | +270 | New |
| Whitaker-Myers Wealth Managers, LTD. | 270 | $206.0K | 0.03% | +270 | New |
| Townsend Asset Management Corp | 271 | $206.8K | 0.07% | +271 | New |
| River Wealth Advisors LLC | 272 | $207.4K | 0.02% | +272 | New |
| OneAscent Family Office, LLC | 272 | $207.6K | 0.10% | +272 | New |
| Financial Engines Advisors L.L.C. | 1,091 | $208.1K | 0.00% | +21+2.0% | Added |
| BNC Wealth Management, LLC | 273 | $208.3K | 0.05% | +273 | New |
| Oak Harbor Wealth Partners, LLC | 273 | $208.3K | 0.08% | +273 | New |
| Pursuit Wealth Strategies, LLC | 273 | $208.3K | 0.27% | +273 | New |
| Greatmark Investment Partners, Inc. | 275 | $209.9K | 0.02% | +275 | New |
| Mission Financial Group, LLC | 276 | $210.5K | 0.17% | +276 | New |
| Sharp Financial Services, LLC | 276 | $210.6K | 0.10% | −292−51.4% | Reduced |
| Worth Asset Management, LLC | 277 | $211.4K | 0.07% | +277 | New |
| Sivia Capital Partners, LLC | 277 | $211.4K | 0.03% | +277 | New |
| Chaney Capital Management, Inc. | 277 | $211.4K | 0.07% | +277 | New |
| Luts & Greenleigh Group, Inc | 278 | $212.1K | 0.16% | +278 | New |
| Sutton Place Investors LLC | 278 | $212.2K | 0.10% | +278 | New |
| Continuum Wealth Advisors, LLC | 278 | $212.2K | 0.07% | +278 | New |
| Birch Hill Investment Advisors LLC | 279 | $212.8K | 0.01% | +279 | New |
| Aureus Asset Management, LLC | 279 | $212.9K | 0.01% | +279 | New |
| JSF Financial, LLC | 279 | $212.9K | 0.03% | +279 | New |
| Capasso Planning Partners LLC | 279 | $212.9K | 0.11% | +279 | New |
| Strait & Sound Wealth Management LLC | 279 | $212.9K | 0.07% | +279 | New |
| Walled Lake Planning & Wealth Management, LLC | 282 | $215.2K | 0.05% | +282 | New |
| Opus Capital Group, LLC | 283 | $216.0K | 0.02% | +283 | New |
| Symmetry Partners, LLC | 285 | $217.5K | 0.01% | +285 | New |
| Rockline Wealth Management, LLC | 285 | $217.5K | 0.04% | +285 | New |
| Fedenia Advisers LLC | 285 | $217.5K | 0.05% | +285 | New |
| North Star Investment Management Corp. | 286 | $218.3K | 0.01% | −9−3.1% | Reduced |
| Osterweis Capital Management Inc | 286 | $218.3K | 0.01% | 00.0% | Unchanged |
| Sharpepoint LLC | 288 | $219.8K | 0.11% | +288 | New |
| Certior Financial Group, LLC | 288 | $219.8K | 0.12% | +288 | New |
| Financial Management Network Inc | 1,084 | $220.1K | 0.03% | +1,084 | New |
| Strategic Investment Solutions, Inc. | 289 | $220.5K | 0.05% | −500−63.4% | Reduced |
| Callahan Advisors, LLC | 290 | $221.3K | 0.02% | +290 | New |
| Aviance Capital Partners, LLC | 290 | $221.3K | 0.02% | +290 | New |
| Fiduciary Group LLC | 290 | $221.3K | 0.02% | +290 | New |
| Bulltick Wealth Management, LLC | 291 | $222.1K | 0.05% | +291 | New |
| London & Capital Asset Management Ltd | 292 | $222.7K | 0.00% | +292 | New |
| Vivid Wealth Management, LLC | 293 | $223.6K | 0.08% | +293 | New |
| Busey Wealth Management | 293 | $223.6K | 0.01% | +293 | New |
| WNY Asset Management, LLC | 294 | $224.4K | 0.02% | +294 | New |
| Yarger Wealth Strategies, LLC | 1,202 | $225.0K | 0.08% | +1,202 | New |
| NewSquare Capital LLC | 295 | $225.1K | 0.02% | +295 | New |
| Crescent Grove Advisors, LLC | 295 | $225.1K | 0.02% | +295 | New |
| Hummer Financial Advisory Services Inc | 295 | $225.1K | 0.15% | +295 | New |
| Hobart Private Capital, LLC | 295 | $225.1K | 0.04% | +295 | New |
| Cura Wealth Advisors, LLC | 295 | $225.3K | 0.10% | +295 | New |
| Scarborough Advisors, LLC | 330 | $225.5K | 0.03% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 296 | $225.9K | 0.03% | +296 | New |
| Xxi Wealth, LLC | 296 | $225.9K | 0.10% | +296 | New |
| MTM Investment Management, LLC | 297 | $226.7K | 0.06% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 298 | $227.4K | 0.01% | +298 | New |
| Stonebridge Financial Group, LLC | 298 | $227.4K | 0.02% | +298 | New |
| Hancock Whitney Corp | 299 | $228.2K | 0.00% | +299 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 299 | $228.2K | 0.02% | +299 | New |
| Uniting Wealth Partners, LLC | 300 | $228.9K | 0.05% | −550−64.7% | Reduced |
| Middleton & Co Inc | 300 | $228.9K | 0.02% | +300 | New |
| Northland Securities, Inc. | 300 | $228.9K | 0.13% | +300 | New |
| Whalerock Point Partners, LLC | 300 | $228.9K | 0.04% | +300 | New |
| Fox Hill Wealth Management | 300 | $228.9K | 0.09% | +300 | New |
| Glen Eagle Advisors, LLC | 301 | $229.7K | 0.03% | −53−15.0% | Reduced |
| Phillips Financial Management, LLC | 302 | $230.5K | 0.02% | +302 | New |
| D.B. Root & Company, LLC | 303 | $231.2K | 0.05% | +303 | New |
| Rise Advisors, LLC | 304 | $232.0K | 0.07% | +304 | New |
| Clarus Group, Inc. | 305 | $232.6K | 0.08% | +305 | New |
| Rossmore Private Capital | 305 | $232.8K | 0.02% | +305 | New |
| CV Advisors LLC | 1,224 | $233.5K | 0.04% | +1,224 | New |
| Pennsylvania Capital Management Inc | 307 | $234.3K | 0.06% | +307 | New |
| Baker Tilly Wealth Management, LLC | 308 | $235.0K | 0.05% | +308 | New |
| Strengthening Families & Communities, LLC | 309 | $235.8K | 0.05% | +46+17.5% | Added |
| NorthStar Asset Management LLC | 310 | $236.6K | 0.10% | +310 | New |
| Mosaic Family Wealth Partners, LLC | 310 | $236.6K | 0.02% | +310 | New |
| Asset Allocation & Management Company, LLC | 311 | $237.0K | 0.08% | −359−53.6% | Reduced |
| Principal Street Partners, LLC | 311 | $237.3K | 0.03% | +311 | New |
| N.E.W. Advisory Services LLC | 311 | $237.3K | 0.02% | −20−6.0% | Reduced |
| High Net Worth Advisory Group LLC | 1,250 | $238.5K | 0.05% | −200−13.8% | Reduced |
| Ehrenkranz Partners L.P. | 313 | $238.9K | 0.14% | +313 | New |
| Legacy Bridge, LLC | 313 | $238.9K | 0.07% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 313 | $238.9K | 0.15% | +313 | New |
| Entrewealth, LLC | 1,153 | $239.1K | 0.09% | +1,153 | New |
| Caldwell Trust Co | 315 | $240.4K | 0.02% | +30+10.5% | Added |
| Montgomery Investment Management Inc | 315 | $240.4K | 0.07% | +315 | New |
| Elm3 Financial Group, LLC | 315 | $240.4K | 0.16% | +315 | New |
| Consilio Wealth Advisors, LLC | 316 | $241.2K | 0.06% | +316 | New |
| Harvest Investment Services, LLC | 319 | $243.4K | 0.04% | +319 | New |
| Capital Asset Advisory Services LLC | 320 | $244.2K | 0.01% | +320 | New |
| All Terrain Financial Advisors, LLC | 320 | $244.2K | 0.05% | +320 | New |
| Sage Rhino Capital LLC | 320 | $244.2K | 0.04% | +320 | New |
| LifeSteps Financial, Inc. | 320 | $244.2K | 0.11% | +320 | New |
| Alan B. Lancz & Associates, Inc. | 320 | $244.2K | 0.21% | +320 | New |
