| Strategic Wealth Partners, Ltd. | 294 | $180.8K | 0.01% | −28−8.7% | Reduced |
| Bey-Douglas LLC | 294 | $180.8K | 0.13% | +294 | New |
| QVR LLC | 295 | $181.4K | 0.22% | +295 | New |
| Plante Moran Financial Advisors, LLC | 297 | $182.9K | 0.01% | +17+6.1% | Added |
| William B. Walkup & Associates, Inc. | 299 | $183.9K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 301 | $185.1K | 0.04% | −21−6.5% | Reduced |
| TD Capital Management LLC | 303 | $186.5K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 309 | $190.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 317 | $194.9K | 0.06% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 317 | $195.1K | 0.07% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 323 | $198.5K | 0.02% | +47+17.0% | Added |
| Sittner & Nelson, LLC | 324 | $199.2K | 0.07% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 326 | $200.5K | 0.04% | +326 | New |
| Financial Network Wealth Management LLC | 347 | $201.0K | 0.06% | +347 | New |
| Ridgepath Capital Management LLC | 327 | $201.1K | 0.09% | +327 | New |
| Panoramic Capital Partners, LLC | 327 | $201.1K | 0.13% | +327 | New |
| Ullmann Financial Group, Inc. | 327 | $201.1K | 0.02% | +327 | New |
| Covestor Ltd | 329 | $202.0K | 0.11% | −16−4.6% | Reduced |
| Aviso Wealth Management | 329 | $202.3K | 0.09% | +329 | New |
| Flower City Capital | 329 | $202.3K | 0.11% | +329 | New |
| GHP Investment Advisors, Inc. | 330 | $202.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 330 | $202.9K | 0.07% | +1+0.3% | Added |
| Marathon Capital Management | 330 | $202.9K | 0.05% | +330 | New |
| Schubert & Co | 330 | $202.9K | 0.15% | +330 | New |
| Novak & Powell Financial Services, Inc. | 330 | $202.9K | 0.11% | +330 | New |
| Peddock Capital Advisors, LLC | 331 | $203.5K | 0.04% | +331 | New |
| Carr Financial Group Corp | 331 | $203.5K | 0.06% | +331 | New |
| Nicolet Bankshares Inc | 331 | $203.7K | 0.03% | +331 | New |
| Aldebaran Capital, LLC | 332 | $204.1K | 0.19% | +332 | New |
| UMA Financial Services, Inc. | 332 | $204.2K | 0.03% | +91+37.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 332 | $204.4K | 0.06% | +332 | New |
| Okabena Investment Services Inc | 333 | $204.8K | 0.04% | +333 | New |
| Gibbs Wealth Management | 334 | $205.4K | 0.05% | −46−12.1% | Reduced |
| Hoxton Planning & Management, LLC | 334 | $205.4K | 0.07% | +334 | New |
| Johnson Bixby & Associates, LLC | 334 | $205.4K | 0.03% | +334 | New |
| Rede Wealth, LLC | 335 | $205.7K | 0.16% | +335 | New |
| Eagle Bay Advisors LLC | 335 | $205.7K | 0.16% | +335 | New |
| Astoria Portfolio Advisors LLC. | 329 | $205.8K | 0.05% | +329 | New |
| United Community Bank | 335 | $206.0K | 0.06% | +286+583.7% | Added |
| Bedel Financial Consulting, Inc. | 335 | $206.0K | 0.03% | +335 | New |
| Blue Barn Wealth, LLC | 335 | $206.0K | 0.09% | +335 | New |
| Werba Rubin Papier Wealth Management | 335 | $206.0K | 0.03% | +335 | New |
| Financial Advisory Service, Inc. | 335 | $206.2K | 0.01% | +335 | New |
| Klingenstein Fields & Co LP | 336 | $206.6K | 0.01% | +336 | New |
| Francis Financial, Inc. | 258 | $206.6K | 0.04% | +258 | New |
| Chesapeake Asset Management LLC | 337 | $207.2K | 0.18% | −304−47.4% | Reduced |
| Black Diamond Financial, LLC | 337 | $207.2K | 0.02% | +337 | New |
| Rise Advisors, LLC | 337 | $207.3K | 0.07% | +67+24.8% | Added |
| Keyvantage Wealth, LLC | 338 | $207.8K | 0.09% | +338 | New |
| Castle Wealth Management LLC | 338 | $207.9K | 0.07% | +338 | New |
| WFA of San Diego, LLC | 339 | $208.5K | 0.14% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 55,502 | $209.0K | 0.04% | +56+0.1% | Added |
| Guardian Wealth Advisors, LLC | 340 | $209.1K | 0.01% | +340 | New |
| Dunhill Financial, LLC | 340 | $209.1K | 0.05% | +94+38.2% | Added |
| LS Investment Advisors, LLC | 342 | $210.3K | 0.03% | +342 | New |
| PFW Advisors LLC | 342 | $210.3K | 0.06% | +342 | New |
| Parkshore Wealth Management, Inc. | 343 | $210.7K | 0.09% | +343 | New |
| Cambria Investment Management, L.P. | 343 | $210.9K | 0.01% | +343 | New |
| Oarsman Capital, Inc. | 343 | $210.9K | 0.03% | +343 | New |
| Beacon Harbor Wealth Advisors, Inc. | 344 | $211.5K | 0.05% | −78−18.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 344 | $211.5K | 0.01% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 344 | $211.5K | 0.13% | +344 | New |
| GatePass Capital, LLC | 345 | $212.1K | 0.12% | +345 | New |
| Stokes Family Office, LLC | 346 | $212.8K | 0.02% | +346 | New |
| Cura Wealth Advisors, LLC | 346 | $212.8K | 0.08% | +346 | New |
| Private Wealth Asset Management, LLC | 347 | $213.4K | 0.03% | +210+153.3% | Added |
| Vista Investment Management | 347 | $213.4K | 0.07% | +347 | New |
| CAP Partners, LLC | 347 | $213.4K | 0.12% | +347 | New |
| Alpha Advisors, LLC | 347 | $213.4K | 0.16% | +347 | New |
| Riverstone Advisors, LLC | 347 | $213.4K | 0.10% | +347 | New |
| VisionPoint Advisory Group, LLC | 348 | $214.0K | 0.04% | +348 | New |
| WestHill Financial Advisors, Inc. | 348 | $214.0K | 0.04% | +348 | New |
| PBMares Wealth Management LLC | 349 | $214.3K | 0.03% | +349 | New |
| Verity & Verity, LLC | 349 | $214.6K | 0.02% | +349 | New |
| Aspen Grove Capital, LLC | 349 | $214.6K | 0.04% | +349 | New |
| Eagle Wealth Strategies LLC | 350 | $215.2K | 0.11% | +350 | New |
| Ashton Thomas Securities, LLC | 350 | $215.2K | 0.03% | +350 | New |
| Capital Asset Advisory Services LLC | 350 | $215.3K | 0.01% | +350 | New |
| Meadow Creek Wealth Advisors LLC | 358 | $215.5K | 0.14% | +358 | New |
| Asahi Life Asset Management Co., Ltd. | 351 | $215.8K | 0.12% | −739−67.8% | Reduced |
| First City Capital Management, Inc. | 351 | $215.8K | 0.12% | +351 | New |
| Napa Wealth Management | 351 | $215.8K | 0.10% | +351 | New |
| Peak Asset Management, LLC | 351 | $215.8K | 0.04% | +351 | New |
| Financial Perspectives, Inc | 351 | $215.9K | 0.06% | −13−3.6% | Reduced |
| FreeGulliver LLC | 352 | $216.4K | 0.10% | +352 | New |
| Allium Financial Advisors, LLC | 352 | $216.4K | 0.18% | +352 | New |
| Marino, Stram & Associates LLC | 352 | $216.5K | 0.04% | +352 | New |
| Valley National Advisers Inc | 353 | $217.0K | 0.03% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 353 | $217.1K | 0.05% | +353 | New |
| Symphony Financial Services, Inc. | 353 | $217.1K | 0.12% | +353 | New |
| Baldwin Brothers Inc | 354 | $217.7K | 0.01% | −56−13.7% | Reduced |
| Alerus Financial NA | 354 | $217.7K | 0.01% | +38+12.0% | Added |
| Compagnie Lombard Odier SCmA | 355 | $218.3K | 0.00% | −3−0.8% | Reduced |
| Madden Securities Corp | 355 | $218.3K | 0.07% | +355 | New |
| Signal Advisors Wealth, LLC | 355 | $218.3K | 0.02% | −78−18.0% | Reduced |
| Affinity Wealth Management LLC | 356 | $219.0K | 0.03% | +356 | New |
| Trust Co of Virginia | 357 | $219.5K | 0.02% | +357 | New |
| Maple Capital Management, Inc. | 357 | $219.5K | 0.01% | +357 | New |
| Private Client Services, LLC | 357 | $219.6K | 0.07% | +357 | New |
| Investment Partners, Ltd. | 358 | $220.3K | 0.08% | +358 | New |
