| Carolinas Wealth Consulting LLC | 577 | $200.0K | 0.04% | +214+59.0% | Added |
| Segment Wealth Management, LLC | 578 | $200.0K | 0.02% | +578 | New |
| Aevitas Wealth Management, Inc. | 578 | $200.0K | 0.12% | +578 | New |
| SFMG, LLC | 581 | $201.0K | 0.02% | +581 | New |
| SignalPoint Asset Management, LLC | 581 | $201.0K | 0.06% | +581 | New |
| IAM Advisory, LLC | 600 | $201.0K | 0.08% | +600 | New |
| Andesa Financial Management Inc. | 583 | $202.0K | 0.10% | +583 | New |
| Nixon Peabody Trust Co | 585 | $203.0K | 0.06% | +585 | New |
| Advisor Resource Council | 586 | $203.0K | 0.02% | +586 | New |
| Cary Street Partners Asset Management LLC | 585 | $203.0K | 0.04% | +585 | New |
| ARGI Investment Services, LLC | 588 | $204.0K | 0.01% | +588 | New |
| Five Oceans Advisors | 588 | $204.0K | 0.18% | +588 | New |
| Missouri Trust & Investment Co | 590 | $204.0K | 0.12% | +590 | New |
| Brown, Lisle/Cummings, Inc. | 591 | $204.7K | 0.10% | +591 | New |
| Parsec Financial Management, Inc. | 593 | $205.0K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 591 | $205.0K | 0.06% | +591 | New |
| PDS Planning, Inc | 594 | $206.0K | 0.04% | +594 | New |
| HighTower Trust Services, LTA | 594 | $206.0K | 0.02% | +594 | New |
| Bath Savings Trust Co | 595 | $206.0K | 0.02% | +595 | New |
| Bluestein R H & Co | 600 | $208.0K | 0.01% | −150−20.0% | Reduced |
| Fenimore Asset Management Inc | 600 | $208.0K | 0.00% | +600 | New |
| Brave Asset Management Inc | 600 | $208.0K | 0.06% | +600 | New |
| Alan B. Lancz & Associates, Inc. | 600 | $208.0K | 0.18% | +600 | New |
| Charter Trust Co | 604 | $209.0K | 0.02% | +604 | New |
| Resources Investment Advisors, LLC. | 606 | $210.0K | 0.01% | +606 | New |
| Alliance Wealth Advisors, LLC | 605 | $210.0K | 0.17% | +605 | New |
| Journey Strategic Wealth LLC | 605 | $210.0K | 0.02% | +605 | New |
| McRae Capital Management Inc | 610 | $211.0K | 0.04% | +610 | New |
| Alphasimplex Group, LLC | 614 | $213.0K | 0.36% | −798−56.5% | Reduced |
| Oak Harvest Investment Services | 614 | $213.0K | 0.05% | −77−11.1% | Reduced |
| Autus Asset Management, LLC | 615 | $213.0K | 0.02% | +615 | New |
| Madden Securities Corp | 615 | $213.0K | 0.10% | +615 | New |
| Enterprise Financial Services Corp | 618 | $214.0K | 0.03% | −590−48.8% | Reduced |
| Crewe Advisors LLC | 620 | $215.0K | 0.04% | +613+8,757.1% | Added |
| Avestar Capital, LLC | 623 | $216.0K | 0.04% | +623 | New |
| Financial Consulate, Inc | 626 | $217.0K | 0.08% | +626 | New |
| Princeton Capital Management LLC | 630 | $218.0K | 0.06% | +630 | New |
| Level Four Advisory Services, LLC | 628 | $218.0K | 0.02% | +628 | New |
| PBMares Wealth Management LLC | 628 | $218.0K | 0.09% | +628 | New |
| Regal Investment Advisors LLC | 633 | $219.0K | 0.02% | +633 | New |
| Doyle Wealth Management | 631 | $219.0K | 0.02% | +631 | New |
| Farmers Trust Co | 635 | $220.0K | 0.05% | +635 | New |
| Moneta Group Investment Advisors LLC | 638 | $221.0K | 0.01% | −61−8.7% | Reduced |
| Tri-Star Advisors Inc. | 657 | $221.0K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 639 | $221.0K | 0.08% | +639 | New |
| Seven Springs Wealth Group, LLC | 640 | $222.0K | 0.10% | +640 | New |
| Pflug Koory, LLC | 645 | $223.0K | 0.11% | 00.0% | Unchanged |
| Ballast Advisors LLC | 645 | $223.0K | 0.09% | +645 | New |
| Golden State Equity Partners | 644 | $223.0K | 0.11% | +644 | New |
| Dowling & Yahnke LLC | 655 | $227.0K | 0.01% | +655 | New |
| BlueSky Wealth Advisors, LLC | 657 | $228.0K | 0.04% | +657 | New |
| Levin Capital Strategies, L.P. | 661 | $229.0K | 0.02% | +661 | New |
| Inscription Capital, LLC | 662 | $229.0K | 0.06% | +662 | New |
| Kovack Advisors, Inc. | 663 | $230.0K | 0.02% | +663 | New |
| Covington Capital Management | 667 | $231.0K | 0.01% | −411−38.1% | Reduced |
| Edgewood Management LLC | 666 | $231.0K | 0.00% | +666 | New |
| J. W. Coons Advisors, LLC | 670 | $232.0K | 0.07% | −100−13.0% | Reduced |
| Moody National Bank Trust Division | 669 | $232.0K | 0.01% | +669 | New |
| Hilltop Holdings Inc. | 669 | $232.0K | 0.02% | +669 | New |
| RDA Financial Network | 669 | $232.0K | 0.09% | +669 | New |
| Monument Capital Management | 672 | $233.0K | 0.07% | +672 | New |
| Fernwood Investment Management, LLC | 675 | $234.0K | 0.08% | −25−3.6% | Reduced |
| MTM Investment Management, LLC | 674 | $234.0K | 0.11% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 676 | $234.0K | 0.13% | +676 | New |
| One Wealth Advisors, LLC | 680 | $236.0K | 0.06% | −4−0.6% | Reduced |
| Calton & Associates, Inc. | 686 | $237.0K | 0.06% | −161−19.0% | Reduced |
| United Bank | 683 | $237.0K | 0.03% | +683 | New |
| Perigon Wealth Management, LLC | 684 | $237.0K | 0.02% | +684 | New |
| First City Capital Management, Inc. | 800 | $238.0K | 0.13% | −100−11.1% | Reduced |
| Marshall Financial Group LLC | 687 | $238.0K | 0.09% | −52−7.0% | Reduced |
| Roundview Capital LLC | 694 | $240.0K | 0.02% | −209−23.1% | Reduced |
| Mosaic Family Wealth, LLC | 693 | $240.0K | 0.06% | +693 | New |
| Maltin Wealth Management, Inc. | 694 | $241.0K | 0.14% | +2+0.3% | Added |
| Ironwood Financial, llc | 699 | $242.0K | 0.07% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 699 | $242.0K | 0.08% | −1−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 699 | $242.0K | 0.04% | +699 | New |
| Manchester Capital Management LLC | 702 | $243.0K | 0.03% | 00.0% | Unchanged |
| First American Bank | 700 | $243.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 700 | $243.0K | 0.02% | +700 | New |
| Relaxing Retirement Coach | 700 | $243.0K | 0.14% | +700 | New |
| Corrigan Financial, Inc. | 702 | $243.2K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 705 | $244.0K | 0.03% | +705 | New |
| GQG Partners LLC | 706 | $245.0K | 0.00% | +706 | New |
| Schnieders Capital Management LLC | 709 | $246.0K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 711 | $246.0K | 0.01% | +711 | New |
| Graypoint LLC | 711 | $246.0K | 0.03% | +711 | New |
| TrueWealth Advisors, LLC | 712 | $247.0K | 0.11% | +712 | New |
| Delta Asset Management LLC | 722 | $250.0K | 0.02% | −10−1.4% | Reduced |
| Fairhaven Wealth Management, LLC | 728 | $252.0K | 0.10% | 00.0% | Unchanged |
| Change Path, LLC | 732 | $254.0K | 0.01% | +41+5.9% | Added |
| Nations Financial Group Inc, | 732 | $254.0K | 0.03% | +732 | New |
| Radnor Capital Management, LLC | 738 | $256.0K | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 738 | $256.0K | 0.05% | −1−0.1% | Reduced |
| BigSur Wealth Management LLC | 741 | $257.0K | 0.10% | −27−3.5% | Reduced |
| Montecito Bank & Trust | 743 | $257.0K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 745 | $258.0K | 0.02% | +25+3.5% | Added |
| Samalin Investment Counsel, LLC | 743 | $258.0K | 0.15% | +743 | New |
| Titus Wealth Management | 747 | $259.0K | 0.12% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 750 | $260.0K | 0.13% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 751 | $260.0K | 0.18% | +3+0.4% | Added |
