| Avidian Wealth Solutions, LLC | 621 | $204.3K | 0.01% | +621 | New |
| McDonald Partners LLC | 622 | $204.6K | 0.05% | +622 | New |
| Total Clarity Wealth Management, Inc. | 624 | $205.3K | 0.07% | +624 | New |
| Register Financial Advisors LLC | 627 | $206.2K | 0.10% | +627 | New |
| Tritonpoint Wealth, LLC | 627 | $206.2K | 0.02% | +627 | New |
| Community Bank, N.A. | 630 | $207.2K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 630 | $207.2K | 0.02% | +630 | New |
| Foster Victor Wealth Advisors, LLC | 517 | $207.5K | 0.02% | +517 | New |
| Investment Partners Asset Management, Inc. | 631 | $207.6K | 0.16% | +631 | New |
| Paradigm Financial Partners, LLC | 632 | $207.9K | 0.03% | +632 | New |
| Integrated Investment Consultants, LLC | 633 | $208.2K | 0.04% | −186−22.7% | Reduced |
| V-Square Quantitative Management LLC | 635 | $208.9K | 0.03% | −385−37.7% | Reduced |
| Dopkins Wealth Management, LLC | 637 | $209.5K | 0.11% | +637 | New |
| Tanglewood Legacy Advisors, LLC | 637 | $209.5K | 0.09% | 00.0% | Unchanged |
| Monument Capital Management | 638 | $209.9K | 0.06% | +638 | New |
| TCFG Wealth Management, LLC | 639 | $210.2K | 0.11% | +639 | New |
| Sivia Capital Partners, LLC | 640 | $210.5K | 0.10% | +640 | New |
| Bangor Savings Bank | 643 | $211.5K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 643 | $211.5K | 0.11% | +643 | New |
| LRI Investments, LLC | 643 | $211.6K | 0.02% | −189−22.7% | Reduced |
| Signature Wealth Management Partners, LLC | 644 | $211.8K | 0.15% | +644 | New |
| Sutton Place Investors LLC | 644 | $211.8K | 0.12% | +644 | New |
| Santori & Peters | 645 | $212.2K | 0.08% | +645 | New |
| FourThought Financial Partners, LLC | 646 | $212.5K | 0.02% | +646 | New |
| North Berkeley Wealth Management, LLC | 646 | $212.5K | 0.22% | +646 | New |
| Triangle Securities Wealth Management | 649 | $213.5K | 0.05% | +649 | New |
| Tower Bridge Advisors | 652 | $214.4K | 0.02% | +652 | New |
| Lauterbach Financial Advisors, LLC | 655 | $215.4K | 0.13% | +655 | New |
| Cherokee Insurance Co | 656 | $215.8K | 0.10% | +656 | New |
| Intelligence Driven Advisers, LLC | 658 | $216.4K | 0.04% | +658 | New |
| Key Financial Inc | 660 | $217.1K | 0.05% | 00.0% | Unchanged |
| Security Financial Services, INC. | 660 | $217.1K | 0.04% | +660 | New |
| Exchange Capital Management, Inc. | 663 | $218.1K | 0.03% | +663 | New |
| RFG Advisory, LLC | 665 | $218.7K | 0.01% | +665 | New |
| Hanson & Doremus Investment Management | 666 | $219.0K | 0.03% | −75−10.1% | Reduced |
| Westmount Partners, LLC | 666 | $219.1K | 0.07% | −392−37.1% | Reduced |
| Bank of New Hampshire | 666 | $219.1K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 672 | $221.0K | 0.03% | −128−16.0% | Reduced |
| Roundview Capital LLC | 675 | $222.0K | 0.02% | +675 | New |
| Gerber Kawasaki Wealth & Investment Management | 675 | $222.0K | 0.01% | +675 | New |
| RDA Financial Network | 681 | $224.0K | 0.07% | +681 | New |
| PYA Waltman Capital, LLC | 681 | $224.0K | 0.07% | +681 | New |
| Hudock, Inc. | 683 | $224.7K | 0.04% | +683 | New |
| Pettyjohn, Wood & White, Inc | 684 | $225.0K | 0.04% | +684 | New |
| Nixon Peabody Trust Co | 685 | $225.3K | 0.02% | +685 | New |
| BKM Wealth Management, LLC | 686 | $225.6K | 0.09% | +686 | New |
| Tyche Wealth Partners LLC | 686 | $225.6K | 0.05% | +686 | New |
| Aspiring Ventures, LLC | 564 | $226.4K | 0.14% | +564 | New |
| BOS Asset Management, LLC | 692 | $227.6K | 0.08% | +692 | New |
| St. Clair Advisors, LLC | 696 | $228.9K | 0.07% | +696 | New |
| Aberdeen Wealth Management LLC | 697 | $229.3K | 0.16% | +697 | New |
| Onyx Bridge Wealth Group LLC | 697 | $229.3K | 0.03% | +697 | New |
| Novem Group | 698 | $229.6K | 0.03% | +698 | New |
| Retirement Planning Co of New England, Inc. | 699 | $229.9K | 0.11% | +699 | New |
| Atlas Wealth LLC | 699 | $229.9K | 0.09% | +699 | New |
| Traynor Capital Management, Inc. | 701 | $230.6K | 0.02% | +701 | New |
| Portland Global Advisors LLC | 705 | $231.9K | 0.03% | +705 | New |
| Prosperity Consulting Group, LLC | 707 | $232.6K | 0.02% | +707 | New |
| Essex Savings Bank | 714 | $234.8K | 0.06% | +714 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 714 | $234.9K | 0.13% | +714 | New |
| Worth Financial Advisory Group, LLC | 714 | $234.9K | 0.14% | +714 | New |
| Graves-Light Private Wealth Management, Inc. | 716 | $235.5K | 0.03% | +716 | New |
| Quilter Plc | 717 | $235.8K | 0.00% | −142−16.5% | Reduced |
| Rock Point Advisors, LLC | 717 | $235.8K | 0.07% | +717 | New |
| Penserra Capital Management LLC | 723 | $236.0K | 0.00% | +699+2,912.5% | Added |
| Brass Tax Wealth Management, Inc | 719 | $236.5K | 0.05% | +719 | New |
| Angeles Wealth Management, LLC | 720 | $236.8K | 0.02% | +720 | New |
| NorthCrest Asset Manangement, LLC | 721 | $237.2K | 0.01% | +721 | New |
| AdviceOne Advisory Services, LLC | 723 | $237.8K | 0.21% | +723 | New |
| AlphaMark Advisors, LLC | 724 | $238.0K | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 725 | $238.0K | 0.12% | +725 | New |
| Smith Shellnut Wilson LLC | 724 | $238.1K | 0.11% | +724 | New |
| Davidson Trust Co | 725 | $238.5K | 0.12% | +725 | New |
| Onefund, LLC | 725 | $238.5K | 0.23% | +725 | New |
| EntryPoint Capital, LLC | 725 | $238.5K | 0.10% | +725 | New |
| MEMBERS Trust Co | 727 | $239.1K | 0.01% | +727 | New |
| Enterprise Financial Services Corp | 728 | $239.5K | 0.13% | +728 | New |
| Verum Partners LLC | 728 | $239.5K | 0.07% | +728 | New |
| First Financial Bank - Trust Division | 728 | $239.5K | 0.02% | −160−18.0% | Reduced |
| Alteri Wealth LLC | 731 | $240.4K | 0.07% | +731 | New |
| Exchange Bank | 731 | $240.4K | 0.19% | +731 | New |
| Empower Advisory Group, LLC | 732 | $240.8K | 0.00% | +732 | New |
| JB Capital LLC | 733 | $241.0K | 0.01% | +733 | New |
| Graney & King, LLC | 735 | $241.8K | 0.18% | +735 | New |
| Valley Brook Capital Group | 739 | $243.1K | 0.18% | +739 | New |
| WPG Advisers, LLC | 741 | $243.7K | 0.23% | +741 | New |
| Drive Wealth Management, LLC | 741 | $243.8K | 0.06% | +741 | New |
| First Horizon Advisors, Inc. | 742 | $244.1K | 0.01% | −15−2.0% | Reduced |
| Fayez Sarofim & Co | 742 | $244.1K | 0.00% | +742 | New |
| Midland Wealth Advisors LLC | 742 | $244.1K | 0.01% | +742 | New |
| Seeds Investor LLC | 742 | $244.1K | 0.07% | +742 | New |
| Trust Co of Kansas | 746 | $245.0K | 0.12% | +746 | New |
| Parkwoods Wealth Partners, LLC | 745 | $245.1K | 0.19% | +745 | New |
| Private Portfolio Partners LLC | 747 | $245.7K | 0.05% | +747 | New |
| Quent Capital, LLC | 748 | $246.0K | 0.03% | +39+5.5% | Added |
| Centiva Capital, LP | 748 | $246.0K | 0.01% | +748 | New |
| Trillium Asset Management, LLC | 750 | $247.0K | 0.01% | −64−7.9% | Reduced |
| Capital Investment Counsel, Inc | 751 | $247.1K | 0.04% | +751 | New |
| International Private Wealth Advisors LLC | 753 | $247.7K | 0.25% | +753 | New |
| Peregrine Asset Advisers, Inc. | 754 | $248.0K | 0.09% | −12,809−94.4% | Reduced |
