| Elgethun Capital Management | 427 | $191.0K | 0.06% | +427 | New |
| Tyler-Stone Wealth Management | 430 | $192.0K | 0.11% | 00.0% | Unchanged |
| Matrix Trust Co | 430 | $192.0K | 0.05% | +430 | New |
| Cowen Prime Advisors LLC | 450 | $201.0K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 448 | $201.0K | 0.01% | +448 | New |
| Texas Capital Bank Wealth Management Services Inc | 450 | $201.0K | 0.02% | +450 | New |
| MEMBERS Trust Co | 451 | $202.0K | 0.01% | +451 | New |
| Valley National Advisers Inc | 453 | $203.0K | 0.04% | −12,353−96.5% | Reduced |
| Washington Trust Advisors, Inc. | 459 | $205.0K | 0.01% | −4−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 460 | $206.0K | 0.00% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 460 | $206.0K | 0.13% | +460 | New |
| Intrust Bank NA | 463 | $207.0K | 0.03% | +463 | New |
| Lindbrook Capital, LLC | 468 | $209.0K | 0.03% | −17−3.5% | Reduced |
| Prestige Wealth Management Group LLC | 468 | $209.0K | 0.05% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 470 | $209.0K | 0.01% | +470 | New |
| Charter Trust Co | 471 | $210.0K | 0.02% | −80−14.5% | Reduced |
| Burns J W & Co Inc | 470 | $210.0K | 0.03% | +470 | New |
| Ashfield Capital Partners, LLC | 470 | $210.0K | 0.01% | +470 | New |
| Thompson Davis & Co., Inc. | 472 | $211.0K | 0.26% | +472 | New |
| Golden State Equity Partners | 474 | $212.0K | 0.11% | −90−16.0% | Reduced |
| Acorn Financial Advisory Services Inc | 473 | $212.0K | 0.04% | +473 | New |
| Firethorn Wealth Partners, LLC | 476 | $213.0K | 0.16% | +476 | New |
| NewEdge Wealth, LLC | 476 | $213.0K | 0.01% | +476 | New |
| Carmichael Hill & Associates, Inc. | 479 | $214.0K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 479 | $214.0K | 0.05% | +479 | New |
| HYA Advisors, Inc | 478 | $214.0K | 0.07% | +478 | New |
| Acima Private Wealth, LLC | 480 | $215.0K | 0.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 482 | $215.0K | 0.01% | +482 | New |
| Avalon Investment & Advisory | 480 | $215.0K | 0.01% | +480 | New |
| Mayflower Financial Advisors, LLC | 480 | $215.0K | 0.03% | +480 | New |
| Invst, LLC | 473 | $215.0K | 0.04% | +473 | New |
| Fulton Bank, N.A. | 484 | $216.0K | 0.01% | +484 | New |
| Capital Investment Advisory Services, LLC | 483 | $216.0K | 0.02% | +483 | New |
| CoreCap Advisors, LLC | 486 | $217.0K | 0.01% | −52−9.7% | Reduced |
| Quent Capital, LLC | 487 | $218.0K | 0.04% | −1,093−69.2% | Reduced |
| Horan Securities, Inc. | 488 | $218.0K | 0.13% | +48+10.9% | Added |
| Pacific Sun Financial Corp | 490 | $219.0K | 0.12% | +490 | New |
| Kanawha Capital Management LLC | 490 | $219.0K | 0.02% | +490 | New |
| S&CO Inc | 492 | $220.0K | 0.02% | +492 | New |
| Strategic Equity Management | 492 | $220.0K | 0.08% | +492 | New |
| Gradient Investments LLC | 495 | $221.0K | 0.01% | −14−2.8% | Reduced |
| Avantax Planning Partners, Inc. | 497 | $222.0K | 0.01% | +497 | New |
| Live Oak Private Wealth LLC | 496 | $222.0K | 0.04% | +496 | New |
| Quantum Private Wealth, LLC | 497 | $222.0K | 0.10% | +497 | New |
| Pekin Hardy Strauss, Inc. | 500 | $224.0K | 0.03% | +500 | New |
| Cheviot Value Management, LLC | 500 | $224.0K | 0.05% | +500 | New |
| Pinnacle Wealth Planning Services, Inc. | 501 | $224.0K | 0.04% | +501 | New |
| McGuire Investment Group, LLC | 500 | $224.0K | 0.04% | +500 | New |
| qPULA Trading Management LP | 500 | $224.0K | 0.30% | +500 | New |
| Aptus Capital Advisors, LLC | 504 | $225.0K | 0.01% | +504 | New |
| HCR Wealth Advisors | 505 | $226.0K | 0.04% | −19−3.6% | Reduced |
| Westover Capital Advisors, LLC | 506 | $226.0K | 0.07% | +506 | New |
| Colonial River Wealth Management, LLC | 512 | $229.0K | 0.13% | −181−26.1% | Reduced |
| Miracle Mile Advisors, LLC | 512 | $229.0K | 0.01% | +512 | New |
| Ashton Thomas Private Wealth, LLC | 514 | $229.9K | 0.02% | +514 | New |
| Matisse Capital | 515 | $230.0K | 0.21% | +515 | New |
| SG Americas Securities, LLC | 516 | $231.0K | 0.00% | −23,070−97.8% | Reduced |
| William Allan, LLC | 516 | $231.0K | 0.17% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 518 | $232.0K | 0.01% | −217−29.5% | Reduced |
| Essex Savings Bank | 521 | $233.0K | 0.08% | −21−3.9% | Reduced |
| R. W. Roge & Company, Inc. | 520 | $233.0K | 0.16% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 525 | $235.0K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 527 | $236.0K | 0.00% | −18−3.3% | Reduced |
| Lumature Wealth Partners, LLC | 527 | $236.0K | 0.09% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 527 | $236.0K | 0.05% | +101+23.7% | Added |
| Heritage Wealth Advisors | 530 | $237.0K | 0.01% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 530 | $237.0K | 0.10% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 531 | $237.0K | 0.02% | +531 | New |
| TNF LLC | 531 | $238.0K | 0.11% | 00.0% | Unchanged |
| Highland Private Wealth Management | 533 | $238.0K | 0.03% | +9+1.7% | Added |
| Berkshire Asset Management LLC | 533 | $238.0K | 0.02% | +533 | New |
| Accurate Wealth Management, LLC | 535 | $239.0K | 0.11% | +535 | New |
| Jaffetilchin Investment Partners, LLC | 532 | $240.0K | 0.03% | +532 | New |
| Boothbay Fund Management, LLC | 540 | $242.0K | 0.01% | +540 | New |
| Van Cleef Asset Management,Inc | 545 | $244.0K | 0.04% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 548 | $245.0K | 0.03% | −61−10.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 550 | $246.0K | 0.02% | −110−16.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 550 | $246.0K | 0.04% | −55−9.1% | Reduced |
| Capital Advisors Inc | 550 | $246.0K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 552 | $247.0K | 0.01% | −7−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 552 | $247.0K | 0.02% | +17+3.2% | Added |
| Newman Dignan & Sheerar, Inc. | 560 | $250.0K | 0.08% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 559 | $250.0K | 0.02% | +559 | New |
| 9258 Wealth Management, LLC | 561 | $251.0K | 0.06% | +561 | New |
| Institute for Wealth Management, LLC. | 562 | $252.0K | 0.04% | +562 | New |
| Independent Financial Group, LLC | 565 | $252.7K | 0.02% | +565 | New |
| Fortem Financial Group, LLC | 566 | $253.0K | 0.11% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 570 | $255.0K | 0.00% | −24−4.0% | Reduced |
| Ropes Wealth Advisors LLC | 575 | $257.0K | 0.04% | −345−37.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 574 | $257.0K | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 577 | $257.0K | 0.02% | +14+2.5% | Added |
| Beaumont Financial Partners, LLC | 575 | $257.0K | 0.02% | +575 | New |
| Compass Ion Advisors, LLC | 577 | $258.0K | 0.08% | +2+0.3% | Added |
| Summit Wealth Partners, LLC | 578 | $258.5K | 0.06% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 800 | $259.0K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 579 | $259.0K | 0.39% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 559 | $259.0K | 0.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 584 | $261.0K | 0.02% | −15−2.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 583 | $261.0K | 0.12% | −15−2.5% | Reduced |
| WC Walker & Associates, Inc. | 562 | $261.0K | 0.14% | 00.0% | Unchanged |
