| Abound Wealth Management | 509 | $174.0K | 0.07% | +18+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 523 | $179.0K | 0.01% | +81+18.3% | Added |
| Private Trust Co NA | 529 | $180.9K | 0.02% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 533 | $182.3K | 0.04% | +26+5.1% | Added |
| CVA Family Office, LLC | 541 | $185.0K | 0.04% | +167+44.7% | Added |
| WealthPlan Investment Management, LLC | 545 | $186.2K | 0.06% | −684−55.7% | Reduced |
| Stephens Investment Management Group LLC | 550 | $188.1K | 0.00% | +45+8.9% | Added |
| Covestor Ltd | 561 | $192.0K | 0.15% | −70−11.1% | Reduced |
| Smithfield Trust Co | 585 | $198.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 3,848 | $199.0K | 0.40% | +2,348+156.5% | Added |
| Fifth Third Wealth Advisors LLC | 585 | $200.0K | 0.13% | +585 | New |
| Burton Enright Welch | 587 | $200.7K | 0.06% | +587 | New |
| Interchange Capital Partners, LLC | 588 | $200.7K | 0.15% | +588 | New |
| Fragasso Group Inc. | 588 | $201.1K | 0.02% | +588 | New |
| Strategic Advisors LLC | 592 | $202.4K | 0.04% | +592 | New |
| Autumn Glory Partners, LLC | 595 | $203.5K | 0.15% | +595 | New |
| Adviser Investments LLC | 597 | $204.1K | 0.00% | −630−51.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 597 | $204.1K | 0.03% | +597 | New |
| Monticello Wealth Management, LLC | 597 | $204.1K | 0.02% | +597 | New |
| Gyroscope Capital Management Group, LLC | 600 | $205.2K | 0.05% | −400−40.0% | Reduced |
| Goodwin Daniel L | 600 | $205.2K | 0.10% | +600 | New |
| Punch & Associates Investment Management, Inc. | 600 | $205.2K | 0.01% | +600 | New |
| Lynwood Capital Management Inc. | 600 | $205.2K | 0.26% | +600 | New |
| V2 Financial group LLC | 600 | $205.2K | 0.15% | +600 | New |
| Pinnacle Bancorp, Inc. | 606 | $207.2K | 0.07% | −61−9.1% | Reduced |
| Oarsman Capital, Inc. | 606 | $207.2K | 0.09% | +606 | New |
| Boston Family Office LLC | 607 | $208.0K | 0.02% | +607 | New |
| Kaizen Financial Strategies | 600 | $208.6K | 0.18% | +600 | New |
| Golden State Equity Partners | 611 | $208.9K | 0.06% | +611 | New |
| Magellan Asset Management Ltd | 612 | $209.3K | 0.00% | −10−1.6% | Reduced |
| Trust Co | 612 | $209.3K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 613 | $209.6K | 0.10% | +613 | New |
| LVW Advisors, LLC | 615 | $210.3K | 0.04% | −279−31.2% | Reduced |
| Laffer Tengler Investments | 618 | $211.3K | 0.06% | 00.0% | Unchanged |
| Ewa, LLC | 619 | $211.7K | 0.15% | +619 | New |
| Tyler-Stone Wealth Management | 620 | $212.0K | 0.12% | +620 | New |
| Hutchens & Kramer Investment Management Group, LLC | 621 | $212.3K | 0.17% | +621 | New |
| Darwin Advisors, LLC | 627 | $212.6K | 0.05% | +627 | New |
| Renasant Bank | 624 | $213.4K | 0.17% | −199−24.2% | Reduced |
| Laurion Capital Management LP | 624 | $213.4K | 0.01% | +624 | New |
| Spinnaker Investment Group, LLC | 625 | $213.7K | 0.07% | +625 | New |
| West Paces Advisors Inc. | 636 | $217.5K | 0.06% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 639 | $218.5K | 0.06% | +639 | New |
| Dividend Assets Capital, LLC | 647 | $221.0K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 646 | $221.0K | 0.06% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 650 | $222.3K | 0.02% | +650 | New |
| Mutual Advisors, LLC | 652 | $222.9K | 0.01% | −234−26.4% | Reduced |
| Citizens Financial Group Inc | 653 | $223.3K | 0.01% | +653 | New |
| Successful Portfolios LLC | 653 | $223.3K | 0.19% | +653 | New |
| Hemenway Trust Co LLC | 654 | $223.6K | 0.02% | +654 | New |
| Mokosak Advisory Group, LLC | 654 | $223.6K | 0.09% | +654 | New |
| First Dallas Securities Inc. | 655 | $224.0K | 0.12% | +655 | New |
| CenterStar Asset Management, LLC | 656 | $224.4K | 0.20% | +656 | New |
| Advance Capital Management, Inc. | 657 | $224.7K | 0.03% | +657 | New |
| Pension & Wealth Management Advisors, Inc. | 660 | $225.7K | 0.17% | −78−10.6% | Reduced |
| Bragg Financial Advisors, Inc | 660 | $225.7K | 0.01% | +660 | New |
| Glassman Wealth Services | 661 | $226.0K | 0.04% | +6+0.9% | Added |
| DGS Capital Management, LLC | 663 | $226.7K | 0.11% | +663 | New |
| SageView Advisory Group, LLC | 663 | $226.7K | 0.01% | +663 | New |
| Regent Peak Wealth Advisors LLC | 671 | $229.4K | 0.07% | +671 | New |
| Hendershot Investments Inc. | 672 | $229.8K | 0.04% | −334−33.2% | Reduced |
| KRS Capital Management, LLC | 672 | $229.8K | 0.23% | +672 | New |
| Arvest Trust Co N A | 709 | $230.0K | 0.01% | +709 | New |
| Penobscot Investment Management Company, Inc. | 675 | $230.8K | 0.04% | +675 | New |
| Viewpoint Capital Management LLC | 675 | $230.8K | 0.18% | +675 | New |
| Strengthening Families & Communities, LLC | 681 | $233.0K | 0.10% | +681 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 686 | $234.6K | 0.01% | +686 | New |
| Bank of Stockton | 690 | $235.9K | 0.08% | +690 | New |
| BLB&B Advisors, LLC | 693 | $237.0K | 0.02% | +693 | New |
| Blue Fin Capital, Inc. | 695 | $237.6K | 0.07% | −4−0.6% | Reduced |
| Veracity Capital LLC | 696 | $238.0K | 0.10% | +696 | New |
| Prosperity Financial Group, Inc. | 696 | $238.0K | 0.21% | +696 | New |
| Reuter James Wealth Management, LLC | 698 | $238.7K | 0.29% | +698 | New |
| Silver Oak Securities, Inc | 698 | $239.0K | 0.04% | +698 | New |
| Buck Wealth Strategies, LLC | 700 | $239.4K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $239.7K | 0.03% | −34−4.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 732 | $240.0K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 702 | $240.0K | 0.02% | +702 | New |
| Avalon Trust Co | 703 | $240.4K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 704 | $240.7K | 0.09% | +6+0.9% | Added |
| Single Point Partners, LLC | 709 | $242.0K | 0.33% | +709 | New |
| Prio Wealth Limited Partnership | 708 | $242.1K | 0.01% | +708 | New |
| Rosenblum Silverman Sutton S F Inc | 710 | $242.8K | 0.08% | −190−21.1% | Reduced |
| RSM US Wealth Management LLC | 713 | $243.8K | 0.01% | +713 | New |
| Vaughan David Investments LLC | 714 | $244.0K | 0.01% | +714 | New |
| Arden Trust Co | 716 | $245.0K | 0.04% | −864−54.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 725 | $247.9K | 0.11% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 725 | $247.9K | 0.01% | +725 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 725 | $247.9K | 0.13% | +725 | New |
| WealthPLAN Partners, LLC | 731 | $250.0K | 0.04% | −189−20.5% | Reduced |
| Tanager Wealth Management LLP | 732 | $250.3K | 0.05% | +732 | New |
| Concorde Asset Management, LLC | 734 | $251.0K | 0.23% | +734 | New |
| Close Asset Management Ltd | 735 | $251.0K | 0.01% | +560+320.0% | Added |
| State of Wyoming | 735 | $251.3K | 0.07% | +448+156.1% | Added |
| Fortune Financial Advisors, LLC | 735 | $251.4K | 0.19% | +735 | New |
| Moreno Evelyn V | 737 | $252.0K | 0.05% | +737 | New |
| LexAurum Advisors, LLC | 741 | $253.4K | 0.08% | −229−23.6% | Reduced |
| Riversedge Advisors, LLC | 741 | $253.4K | 0.07% | +741 | New |
| Silvia McColl Wealth Management, LLC | 742 | $253.7K | 0.24% | +742 | New |
| Wesbanco Bank Inc | 749 | $256.0K | 0.01% | +749 | New |
