| Quantum Private Wealth, LLC | 606 | $204.7K | 0.06% | +606 | New |
| ARK & TLK Investments, LLC | 606 | $204.7K | 0.06% | +606 | New |
| Altar Rock LLC | 606 | $204.8K | 0.24% | +606 | New |
| Hardy Reed LLC | 607 | $205.1K | 0.01% | +607 | New |
| Retirement Planning Group, LLC | 607 | $205.2K | 0.13% | +607 | New |
| Founders Financial Securities LLC | 488 | $205.7K | 0.01% | +488 | New |
| Hilltop Partners LLC | 610 | $206.1K | 0.05% | +610 | New |
| Pegasus Asset Management, Inc. | 610 | $206.1K | 0.07% | +610 | New |
| Prosperity Advisers, LLC | 610 | $206.2K | 0.17% | +610 | New |
| Intesa Sanpaolo Wealth Management | 611 | $206.4K | 0.05% | +381+165.7% | Added |
| Winthrop Advisory Group LLC | 612 | $206.9K | 0.02% | +612 | New |
| Foundry Financial Group, Inc. | 613 | $207.1K | 0.10% | +613 | New |
| Beckerman Institutional, LLC | 614 | $207.4K | 0.11% | +614 | New |
| 21 West Wealth Management LLC | 615 | $207.8K | 0.19% | −240−28.1% | Reduced |
| Richardson Financial Services Inc. | 617 | $208.4K | 0.13% | +513+493.3% | Added |
| Graetz Wealth LLC | 617 | $208.5K | 0.19% | −395−39.0% | Reduced |
| RIA Advisory Group LLC | 620 | $209.3K | 0.05% | −123−16.6% | Reduced |
| Ritter Alpha, LP | 620 | $209.5K | 4.38% | +620 | New |
| Blue Bell Private Wealth Management, LLC | 620 | $209.5K | 0.03% | +11+1.8% | Added |
| Capital & Planning, LLC | 621 | $209.8K | 0.13% | +621 | New |
| Wescott Financial Advisory Group, LLC | 621 | $209.9K | 0.02% | +621 | New |
| Values Added Financial LLC | 622 | $210.1K | 0.09% | +622 | New |
| Lafayette Investments, Inc. | 625 | $211.2K | 0.04% | +625 | New |
| Pacific Excel Wealth Advisors, Inc. | 625 | $211.2K | 0.22% | +625 | New |
| Tamar Securities, LLC | 626 | $211.3K | 0.02% | +626 | New |
| Marshall Investment Management, LLC | 627 | $211.8K | 0.10% | +627 | New |
| Stone House Investment Management, LLC | 629 | $212.5K | 0.04% | +583+1,267.4% | Added |
| Genesee Capital Advisors, LLC | 630 | $212.7K | 0.09% | +630 | New |
| Bay Rivers Group | 631 | $213.2K | 0.09% | +631 | New |
| Strait & Sound Wealth Management LLC | 633 | $213.9K | 0.08% | −1,000−61.2% | Reduced |
| Spinnaker Investment Group, LLC | 633 | $213.9K | 0.04% | +633 | New |
| Trueblood Wealth Management, LLC | 634 | $214.1K | 0.08% | −300−32.1% | Reduced |
| Kanawha Capital Management LLC | 636 | $215.0K | 0.02% | +636 | New |
| Maripau Wealth Management LLC | 637 | $215.1K | 0.09% | −436−40.6% | Reduced |
| Integrated Financial Solutions, Inc. | 637 | $215.2K | 0.15% | +637 | New |
| Sierra Ocean, LLC | 637 | $215.3K | 0.18% | +637 | New |
| Decision Investments, Inc | 640 | $216.2K | 0.25% | +640 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 642 | $216.9K | 0.01% | −174−21.3% | Reduced |
| Strategies Wealth Advisors, LLC | 642 | $217.0K | 0.02% | −509−44.2% | Reduced |
| Heritage Wealth Architects, Inc. | 401 | $217.4K | 0.09% | +401 | New |
| Verus Financial Partners, Inc. | 476 | $217.6K | 0.02% | +476 | New |
| Bill Few Associates, Inc. | 645 | $217.9K | 0.05% | +645 | New |
| WBH Advisory Inc | 593 | $218.0K | 0.02% | +593 | New |
| Innovative Asset Advisors Group, LLC | 645 | $218.0K | 0.13% | +645 | New |
| Crawford Investment Counsel Inc | 646 | $218.1K | 0.00% | +646 | New |
| Alliance Wealth Advisors, LLC | 646 | $218.2K | 0.05% | −56−8.0% | Reduced |
| DecisionMap Wealth Management, LLC | 646 | $218.2K | 0.14% | +646 | New |
| Elgethun Capital Management | 647 | $218.5K | 0.04% | −100−13.4% | Reduced |
| Morton Capital Management LLC | 647 | $218.6K | 0.03% | +647 | New |
| DLK Investment Management, LLC | 647 | $218.7K | 0.09% | +647 | New |
| South Shore Capital Advisors | 648 | $218.9K | 0.16% | −1,538−70.4% | Reduced |
| Legacy Private Trust Co. | 650 | $219.6K | 0.01% | +650 | New |
| Clarus Group, Inc. | 650 | $219.7K | 0.08% | +650 | New |
| Resurgent Financial Advisors LLC | 651 | $219.9K | 0.08% | −78−10.7% | Reduced |
| Bernard Wealth Management Corp. | 652 | $220.3K | 0.09% | +50+8.3% | Added |
| Leisure Capital Management | 653 | $220.6K | 0.08% | +103+18.7% | Added |
| Baker Tilly Wealth Management, LLC | 653 | $220.6K | 0.05% | +653 | New |
| Sloy Dahl & Holst, LLC | 653 | $220.6K | 0.03% | −836−56.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 655 | $221.1K | 0.02% | +655 | New |
| Tillman Hartley LLC | 656 | $221.6K | 0.06% | −303−31.6% | Reduced |
| Traub Capital Management LLC | 656 | $221.6K | 0.22% | −64−8.9% | Reduced |
| Vision Financial Markets LLC | 660 | $222.7K | 0.22% | +55+9.1% | Added |
| Old North State Trust, LLC | 661 | $223.0K | 0.13% | +661 | New |
| Insight Holdings Group, LLC | 660 | $223.1K | 0.02% | +660 | New |
| Northwest Quadrant Wealth Management, LLC | 661 | $223.2K | 0.05% | +661 | New |
| Edmp, Inc. | 661 | $223.3K | 0.18% | +661 | New |
| Wealth Analytics Partners, LLC | 662 | $223.7K | 0.09% | −858−56.4% | Reduced |
| ROI Financial Advisors, LLC | 662 | $223.8K | 0.13% | +662 | New |
| Prospect Financial Group LLC | 663 | $224.0K | 0.21% | +663 | New |
| Sequent Asset Management, LLC | 665 | $224.7K | 0.11% | −89−11.8% | Reduced |
| Elmwood Wealth Management, Inc. | 665 | $224.7K | 0.06% | +665 | New |
| Bank of Jackson Hole Trust | 667 | $225.3K | 0.11% | +14+2.1% | Added |
| Capital Analysts, LLC | 668 | $226.0K | 0.01% | +35+5.5% | Added |
| Limestone Investment Advisors LP | 669 | $226.0K | 0.11% | −1,456−68.5% | Reduced |
| Elevation Advisory Partners LLC | 551 | $226.2K | 0.21% | +551 | New |
| Global Financial Private Client, LLC | 670 | $226.4K | 0.07% | +670 | New |
| Madson Wealth Advisors Inc | 672 | $227.0K | 0.19% | +672 | New |
| Total Clarity Wealth Management, Inc. | 674 | $227.7K | 0.05% | +674 | New |
| E6 Portfolios, LLC | 674 | $227.7K | 0.24% | +674 | New |
| Blue Rock Wealth Management LLC | 674 | $227.7K | 0.14% | +674 | New |
| Glass Jacobson Investment Advisors llc | 674 | $227.8K | 0.08% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 675 | $228.1K | 0.13% | +675 | New |
| Bahl & Gaynor Inc | 676 | $228.4K | 0.00% | +676 | New |
| Bigelow Investment Advisors, LLC | 676 | $228.4K | 0.09% | +676 | New |
| Willis Investment Counsel | 680 | $229.7K | 0.01% | +680 | New |
| Juncture Wealth Strategies, LLC | 682 | $230.4K | 0.08% | +682 | New |
| Thrive Wealth Management, LLC | 682 | $230.5K | 0.03% | +682 | New |
| Connective Capital Management, LLC | 683 | $230.7K | 0.19% | +683 | New |
| Cypress Point Wealth Management, LLC | 685 | $231.4K | 0.05% | +685 | New |
| Ballast Advisors LLC | 686 | $231.8K | 0.07% | −104−13.2% | Reduced |
| Planning Alternatives Ltd | 691 | $233.4K | 0.03% | +691 | New |
| Meramec Financial Planners, LLC | 521 | $233.6K | 0.09% | 00.0% | Unchanged |
| Mairs & Power Inc | 693 | $234.1K | 0.00% | +693 | New |
| Baker Ellis Asset Management LLC | 694 | $234.6K | 0.03% | +694 | New |
| Parsonex Advisory Services, Inc. | 697 | $235.5K | 0.23% | −2,012−74.3% | Reduced |
| GSG Advisors LLC | 697 | $235.5K | 0.06% | +697 | New |
| CM Wealth Advisors LLC | 698 | $235.9K | 0.05% | +698 | New |
| Oberweis Asset Management Inc | 700 | $236.5K | 0.01% | −3,800−84.4% | Reduced |
| Private Wealth Asset Management, LLC | 700 | $236.5K | 0.03% | −5−0.7% | Reduced |
| Benin Management CORP | 700 | $236.5K | 0.05% | +700 | New |
