| Wellspring Financial Advisors, LLC | 345 | $222.0K | 0.06% | +345 | New |
| Transcend Wealth Collective, LLC | 346 | $223.0K | 0.02% | +346 | New |
| MEMBERS Trust Co | 349 | $224.0K | 0.01% | +349 | New |
| Osborne Partners Capital Management, LLC | 350 | $225.0K | 0.02% | +350 | New |
| Keeley-Teton Advisors, LLC | 350 | $225.0K | 0.02% | +350 | New |
| Clarkston Capital Partners, LLC | 351 | $226.0K | 0.00% | +351 | New |
| Virtu Financial LLC | 353 | $227.0K | 0.02% | +353 | New |
| Marino, Stram & Associates LLC | 354 | $228.0K | 0.07% | −300−45.9% | Reduced |
| Campbell Wealth Management | 355 | $228.0K | 0.03% | +355 | New |
| Ledyard National Bank | 356 | $229.0K | 0.02% | +356 | New |
| Capital Planning Advisors, LLC | 359 | $231.0K | 0.04% | +359 | New |
| Wellington Shields & Co., LLC | 360 | $232.0K | 0.05% | +360 | New |
| Aft, Forsyth & Company, Inc. | 360 | $232.0K | 0.12% | +360 | New |
| MainStreet Investment Advisors LLC | 362 | $233.0K | 0.02% | −28−7.2% | Reduced |
| BerganKDV Wealth Management, LLC | 362 | $233.0K | 0.02% | +18+5.2% | Added |
| Dock Street Asset Management Inc | 363 | $233.0K | 0.04% | +363 | New |
| Bigelow Investment Advisors, LLC | 362 | $233.0K | 0.11% | +362 | New |
| Vantage Consulting Group Inc | 364 | $234.0K | 0.06% | +364 | New |
| Syntax Advisors, LLC | 364 | $234.0K | 0.17% | +364 | New |
| First Personal Financial Services | 365 | $235.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 366 | $235.0K | 0.06% | +353+2,715.4% | Added |
| Baker Tilly Wealth Management, LLC | 369 | $237.0K | 0.03% | +369 | New |
| Red Wave Investments LLC | 370 | $238.0K | 0.08% | +370 | New |
| Alphasimplex Group, LLC | 373 | $240.0K | 0.41% | −710−65.6% | Reduced |
| SOA Wealth Advisors, LLC. | 375 | $241.0K | 0.06% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 375 | $241.0K | 0.09% | +360+2,400.0% | Added |
| Cottonwood Capital Advisors, LLC | 374 | $241.0K | 0.19% | +374 | New |
| Marietta Investment Partners LLC | 376 | $242.0K | 0.05% | +376 | New |
| Apeiron RIA LLC | 376 | $242.0K | 0.10% | +376 | New |
| Seldon Capital LP | 378 | $243.0K | 0.16% | +378 | New |
| New Jersey Better Educational Savings Trust | 380 | $244.0K | 0.54% | 00.0% | Unchanged |
| StoneX Group Inc. | 380 | $244.5K | 0.03% | +380 | New |
| L2 Asset Management, LLC | 381 | $245.0K | 0.17% | +381 | New |
| Centaurus Financial, Inc. | 382 | $246.0K | 0.02% | +120+45.8% | Added |
| Pinnacle Private Wealth, LLC | 384 | $247.0K | 0.08% | +384 | New |
| DF Dent & Co Inc | 385 | $248.0K | 0.00% | −79−17.0% | Reduced |
| SkyOak Wealth, LLC | 385 | $248.0K | 0.06% | −10−2.5% | Reduced |
| B. Riley Wealth Management, Inc. | 385 | $248.0K | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 387 | $249.0K | 0.09% | +387 | New |
| Founders Financial Alliance, LLC | 386 | $249.0K | 0.10% | +386 | New |
| Lindbrook Capital, LLC | 388 | $250.0K | 0.04% | −19−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 390 | $250.0K | 0.06% | 00.0% | Unchanged |
| Corundum Group, Inc. | 393 | $253.0K | 0.16% | +393 | New |
| International Assets Investment Management, LLC | 393 | $253.0K | 0.04% | +393 | New |
| Principal Street Partners, LLC | 394 | $254.0K | 0.06% | +394 | New |
| Beacon Financial Strategies CORP | 396 | $254.7K | 0.22% | −2−0.5% | Reduced |
| Busey Wealth Management | 396 | $255.0K | 0.01% | +15+3.9% | Added |
| Magnolia Capital Advisors LLC | 396 | $255.0K | 0.07% | +17+4.5% | Added |
| Titleist Asset Management, Ltd. | 397 | $255.0K | 0.05% | +397 | New |
| Twelve Points Wealth Management LLC | 397 | $255.0K | 0.21% | +397 | New |
| Palisade Asset Management, LLC | 400 | $257.0K | 0.03% | −20−4.8% | Reduced |
| Carret Asset Management, LLC | 400 | $257.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 400 | $257.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $257.0K | 0.15% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $257.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 400 | $257.0K | 0.00% | +314+365.1% | Added |
| Old Point Trust & Financial Services N A | 399 | $257.0K | 0.10% | +399 | New |
| Venture Visionary Partners LLC | 402 | $258.0K | 0.02% | −93−18.8% | Reduced |
| Johnson Financial Group, Inc. | 403 | $259.0K | 0.02% | +85+26.7% | Added |
| PFS Investments Inc. | 403 | $259.0K | 0.01% | +403 | New |
| Wintrust Investments LLC | 405 | $261.0K | 0.02% | +15+3.8% | Added |
| Clark Capital Management Group, Inc. | 408 | $262.0K | 0.00% | +408 | New |
| Scarborough Advisors, LLC | 411 | $264.0K | 0.09% | +411 | New |
| Davy Global Fund Management Ltd | 414 | $266.0K | 0.04% | −1,074−72.2% | Reduced |
| Edgestream Partners, L.P. | 414 | $266.0K | 0.02% | +414 | New |
| Brightworth | 418 | $269.0K | 0.02% | +17+4.2% | Added |
| Keebeck Wealth Management, LLC | 420 | $270.0K | 0.05% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 420 | $270.0K | 0.08% | +420 | New |
| Wealth Management Partners, LLC | 1,000 | $271.0K | 0.19% | +1,000 | New |
| Providence First Trust Co | 423 | $272.0K | 0.12% | +423 | New |
| Signet Financial Management, LLC | 424 | $273.0K | 0.04% | −25−5.6% | Reduced |
| McLean Asset Management Corp | 474 | $274.0K | 0.11% | −59−11.1% | Reduced |
| AGF Investments LLC | 433 | $279.0K | 0.02% | −97−18.3% | Reduced |
| NinePointTwo Capital | 434 | $279.0K | 0.09% | +434 | New |
| Gradient Capital Advisors, LLC | 435 | $280.0K | 0.12% | −6−1.4% | Reduced |
| 360 Financial, Inc. | 435 | $280.0K | 0.13% | +435 | New |
| Douglas Lane & Associates, LLC | 437 | $281.0K | 0.00% | −80−15.5% | Reduced |
| Perennial Investment Advisors, LLC | 440 | $281.0K | 0.09% | +40+10.0% | Added |
| Tucker Asset Management LLC | 437 | $281.1K | 0.09% | −14−3.1% | Reduced |
| NuWave Investment Management, LLC | 439 | $282.0K | 0.32% | −2,013−82.1% | Reduced |
| Trevian Wealth Management LLC | 438 | $282.0K | 0.27% | +438 | New |
| Tiedemann Advisors, LLC | 440 | $283.0K | 0.01% | 00.0% | Unchanged |
| Clare Market Investments LLC | 440 | $283.0K | 0.08% | +440 | New |
| Clear Street Markets LLC | 445 | $286.0K | 0.03% | +445 | New |
| Riverwater Partners LLC | 449 | $289.0K | 0.26% | +449 | New |
| Arkadios Wealth Advisors | 451 | $290.0K | 0.04% | −64−12.4% | Reduced |
| McClarren Financial Advisors, Inc. | 450 | $290.0K | 0.20% | +450 | New |
| Covestor Ltd | 452 | $291.0K | 0.41% | +452 | New |
| Rehmann Capital Advisory Group | 453 | $292.0K | 0.03% | +10+2.3% | Added |
| Summit Financial Group Inc | 457 | $294.0K | 0.10% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 458 | $294.0K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 457 | $294.0K | 0.08% | 00.0% | Unchanged |
| Cambridge Trust Co | 461 | $297.0K | 0.01% | +461 | New |
| OneAscent Financial Services LLC | 462 | $297.0K | 0.57% | +462 | New |
| Warren Averett Asset Management, LLC | 558 | $298.0K | 0.03% | −26−4.5% | Reduced |
| Eagle Bay Advisors LLC | 463 | $298.0K | 0.19% | −97−17.3% | Reduced |
| Bickling Financial Services, Inc. | 464 | $298.0K | 0.14% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 467 | $300.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 466 | $300.0K | 0.01% | 00.0% | Unchanged |
| Schwab Charitable Fund | 470 | $302.0K | 0.03% | 00.0% | Unchanged |
