| NBT Bank N A | 687 | $202.6K | 0.03% | +687 | New |
| Ackerman Capital Advisors, LLC | 689 | $203.2K | 0.05% | +689 | New |
| Pacific Sun Financial Corp | 690 | $203.5K | 0.14% | +690 | New |
| Bigelow Investment Advisors, LLC | 690 | $203.5K | 0.12% | +690 | New |
| Founders Financial Alliance, LLC | 691 | $203.8K | 0.09% | +691 | New |
| Mosaic Family Wealth Partners, LLC | 691 | $203.8K | 0.06% | +691 | New |
| 4J Wealth Management LLC | 692 | $204.1K | 0.24% | +692 | New |
| Oxinas Partners Wealth Management LLC | 694 | $204.6K | 0.17% | +694 | New |
| Intrua Financial, LLC | 650 | $205.3K | 0.05% | +650 | New |
| Mayport, LLC | 698 | $205.8K | 0.15% | +698 | New |
| Cedar Brook Financial Partners, LLC | 699 | $206.1K | 0.06% | −461−39.7% | Reduced |
| Benin Management CORP | 700 | $206.4K | 0.08% | +700 | New |
| Fulton Breakefield Broenniman LLC | 705 | $207.9K | 0.02% | +705 | New |
| First Dallas Securities Inc. | 705 | $208.0K | 0.13% | +705 | New |
| Roberts Glore & Co Inc | 707 | $208.5K | 0.07% | +707 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 708 | $208.8K | 0.00% | −3,070−81.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 709 | $209.0K | 0.17% | +709 | New |
| Focused Wealth Management, Inc | 709 | $209.1K | 0.04% | −54−7.1% | Reduced |
| Vivaldi Capital Management, LLC | 665 | $209.6K | 0.05% | +665 | New |
| Silvercrest Asset Management Group LLC | 711 | $209.7K | 0.00% | +711 | New |
| Better Money Decisions, LLC | 712 | $210.0K | 0.18% | +712 | New |
| Cornerstone Wealth Group, LLC | 715 | $210.8K | 0.04% | +715 | New |
| Vantage Consulting Group Inc | 715 | $210.8K | 0.12% | −322−31.1% | Reduced |
| Syntax Advisors, LLC | 715 | $210.8K | 0.18% | −322−31.1% | Reduced |
| Vigilare Wealth Management | 715 | $210.8K | 0.12% | −215−23.1% | Reduced |
| Aveo Capital Partners, LLC | 721 | $212.6K | 0.03% | +721 | New |
| Financial Insights, Inc. | 721 | $212.6K | 0.10% | +721 | New |
| Cypress Wealth Services, LLC | 721 | $212.6K | 0.07% | +721 | New |
| Heritage Wealth Management, LLC | 722 | $212.9K | 0.03% | +365+102.2% | Added |
| Occidental Asset Management, LLC | 722 | $212.9K | 0.06% | +722 | New |
| Mattern Capital Management, LLC | 723 | $213.2K | 0.04% | +723 | New |
| TD Capital Management LLC | 724 | $213.5K | 0.03% | −54−6.9% | Reduced |
| Highland Capital Management, LLC | 725 | $214.0K | 0.02% | +725 | New |
| Global Assets Advisory, LLC | 726 | $214.1K | 0.23% | +4+0.6% | Added |
| Regal Investment Advisors LLC | 729 | $215.0K | 0.02% | +729 | New |
| swisspartners Ltd. | 729 | $215.0K | 0.27% | +729 | New |
| ExodusPoint Capital Management, LP | 734 | $216.0K | 0.00% | −27,435−97.4% | Reduced |
| WESPAC Advisors, LLC | 733 | $216.1K | 0.37% | +733 | New |
| Opes Wealth Management LLC | 735 | $216.7K | 0.08% | +735 | New |
| Wealth Quarterback LLC | 736 | $217.0K | 0.18% | −1,145−60.9% | Reduced |
| River Wealth Advisors LLC | 740 | $218.2K | 0.04% | +740 | New |
| Hartford Financial Management Inc. | 741 | $218.5K | 0.06% | 00.0% | Unchanged |
| Fusion Capital, LLC | 744 | $219.4K | 0.13% | +744 | New |
| FNY Investment Advisers, LLC | 747 | $220.0K | 0.31% | +747 | New |
| Wilkinson Global Asset Management LLC | 748 | $220.6K | 0.02% | +748 | New |
| EPG Wealth Management LLC | 748 | $220.6K | 0.08% | +748 | New |
| Tanager Wealth Management LLP | 748 | $220.6K | 0.06% | +748 | New |
| Enterprise Financial Services Corp | 749 | $220.9K | 0.15% | −301−28.7% | Reduced |
| Raub Brock Capital Management LP | 749 | $220.9K | 0.05% | +749 | New |
| Brainard Capital Management LLC | 749 | $220.9K | 0.19% | +749 | New |
| Staley Capital Advisers Inc | 750 | $221.0K | 0.01% | +750 | New |
| Nixon Capital, LLC | 750 | $221.2K | 0.15% | +750 | New |
| Redwood Financial Network Corp | 752 | $221.8K | 0.25% | −130−14.7% | Reduced |
| Parkside Advisors LLC | 752 | $221.8K | 0.08% | +752 | New |
| Asset Management Resources, LLC | 753 | $222.0K | 0.24% | −295−28.1% | Reduced |
| Hollencrest Capital Management | 753 | $222.0K | 0.03% | +753 | New |
| Resonant Capital Advisors, LLC | 753 | $222.0K | 0.03% | +753 | New |
| BCS Wealth Management | 756 | $223.0K | 0.09% | +756 | New |
| Prestige Wealth Management Group LLC | 760 | $224.1K | 0.06% | −8−1.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 761 | $224.4K | 0.13% | +761 | New |
| Glen Eagle Advisors, LLC | 762 | $224.7K | 0.06% | −278−26.7% | Reduced |
| MPS Loria Financial Planners, LLC | 765 | $225.6K | 0.10% | +765 | New |
| Emerald Advisors, LLC | 765 | $225.6K | 0.06% | +765 | New |
| Delta Financial Group, Inc. | 794 | $226.0K | 0.10% | +794 | New |
| Keystone Investors Pte Ltd | 770 | $227.1K | 0.11% | +770 | New |
| DDD Partners, LLC | 771 | $227.4K | 0.04% | −1,007−56.6% | Reduced |
| Tranquility Partners, LLC | 771 | $227.4K | 0.12% | +771 | New |
| Grey Fox Wealth Advisors, LLC | 772 | $227.6K | 0.15% | +772 | New |
| Optimum Investment Advisors | 776 | $228.8K | 0.12% | −300−27.9% | Reduced |
| Howard Wealth Management, LLC | 776 | $228.8K | 0.19% | +776 | New |
| WMS Partners, LLC | 777 | $229.1K | 0.02% | +777 | New |
| Kavar Capital Partners Group, LLC | 778 | $229.3K | 0.05% | +778 | New |
| Beacon Capital Management, LLC | 782 | $230.6K | 0.08% | +130+19.9% | Added |
| Annex Advisory Services, LLC | 783 | $230.9K | 0.01% | +783 | New |
| Veracity Capital LLC | 784 | $231.2K | 0.11% | +784 | New |
| Octavia Wealth Advisors, LLC | 784 | $231.2K | 0.06% | +784 | New |
| Oak Asset Management, LLC | 785 | $231.5K | 0.10% | −125−13.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 788 | $232.4K | 0.13% | −525−40.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 791 | $233.3K | 0.07% | +791 | New |
| Greenspring Advisors, LLC | 792 | $233.5K | 0.06% | +792 | New |
| CVA Family Office, LLC | 794 | $234.1K | 0.06% | +99+14.2% | Added |
| ING Groep NV | 795 | $234.4K | 0.00% | +795 | New |
| Peterson Wealth Services | 795 | $234.4K | 0.13% | +795 | New |
| Sterling Investment Advisors, Ltd. | 800 | $235.9K | 0.08% | +800 | New |
| Clear Street Markets LLC | 800 | $236.0K | 0.05% | −93,862−99.2% | Reduced |
| Boston Financial Mangement LLC | 801 | $236.2K | 0.01% | +801 | New |
| Evolution Wealth Advisors, LLC | 802 | $236.4K | 0.06% | −65−7.5% | Reduced |
| Purus Wealth Management, LLC | 804 | $237.1K | 0.22% | +804 | New |
| Mill Creek Capital Advisors, LLC | 805 | $237.4K | 0.01% | +805 | New |
| SageView Advisory Group, LLC | 807 | $238.0K | 0.02% | +807 | New |
| Stonegate Investment Group, LLC | 810 | $238.9K | 0.01% | −115−12.4% | Reduced |
| Garda Capital Partners LP | 810 | $238.9K | 0.22% | +810 | New |
| Smallwood Wealth Investment Management, LLC | 813 | $239.7K | 0.20% | −221−21.4% | Reduced |
| Point72 Middle East FZE | 815 | $240.3K | 0.02% | +815 | New |
| Lazard Freres Gestion S.A.S. | 828 | $241.0K | 0.01% | −30−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 820 | $242.0K | 0.02% | −3,171−79.5% | Reduced |
| Willis Johnson & Associates, Inc. | 824 | $243.0K | 0.03% | −65−7.3% | Reduced |
| AMG National Trust Bank | 827 | $243.9K | 0.01% | −168−16.9% | Reduced |
| Vishria Bird Financial Group, LLC | 826 | $244.0K | 0.17% | +826 | New |
| Accredited Investors Inc. | 828 | $244.2K | 0.02% | +828 | New |
