| Ullmann Financial Group, Inc. | 217 | $493.4K | 0.04% | +217 | New |
| Personal Cfo Solutions, LLC | 218 | $494.5K | 0.07% | +218 | New |
| Great Diamond Partners, LLC | 218 | $495.7K | 0.09% | +218 | New |
| Eagle Wealth Advisors LLC | 218 | $495.7K | 0.38% | +218 | New |
| Seven Mile Advisory | 220 | $500.2K | 0.34% | +220 | New |
| Odyssean, LLC | 220 | $500.2K | 0.08% | +220 | New |
| Colonial River Wealth Management, LLC | 221 | $502.5K | 0.14% | +221 | New |
| Forum Finance Group S.A. | 275 | $505.0K | 0.18% | +275 | New |
| Thrive Wealth Management, LLC | 222 | $505.3K | 0.07% | +222 | New |
| Edmond de Rothschild Holding S.A. | 225 | $511.6K | 0.01% | −775−77.5% | Reduced |
| Moody National Bank Trust Division | 225 | $511.6K | 0.04% | +225 | New |
| Intesa Sanpaolo Wealth Management | 226 | $513.9K | 0.10% | +226 | New |
| Nilsine Partners, LLC | 226 | $513.9K | 0.04% | +7+3.2% | Added |
| Hudock, Inc. | 226 | $513.9K | 0.07% | +226 | New |
| Choate Investment Advisors | 227 | $516.1K | 0.01% | +227 | New |
| Sovereign Financial Group, Inc. | 227 | $516.1K | 0.08% | +227 | New |
| Impact Capital Partners LLC | 227 | $516.1K | 0.14% | +227 | New |
| TD Private Client Wealth LLC | 228 | $518.4K | 0.01% | +21+10.1% | Added |
| Evolution Wealth Advisors, LLC | 228 | $518.4K | 0.06% | +228 | New |
| AXA S.A. | 263 | $522.3K | 0.61% | +263 | New |
| Facet Wealth, Inc. | 230 | $523.0K | 0.01% | +230 | New |
| waypoint wealth counsel | 230 | $523.0K | 0.33% | −722−75.8% | Reduced |
| Horst & Graben Wealth Management LLC | 259 | $526.3K | 0.07% | +1+0.4% | Added |
| First Horizon Corp | 232 | $527.5K | 0.02% | +227+4,540.0% | Added |
| CMC Financial Group | 232 | $527.5K | 1.02% | +232 | New |
| O'Neil Global Advisors, Inc. | 233 | $529.8K | 0.12% | +233 | New |
| LifeGoal Wealth Advisors | 233 | $529.8K | 0.24% | +233 | New |
| Curated Wealth Partners LLC | 234 | $532.1K | 0.06% | +234 | New |
| Armis Advisers, LLC | 306 | $533.8K | 0.05% | +6+2.0% | Added |
| Infrastructure Capital Advisors, LLC | 236 | $536.6K | 0.04% | +236 | New |
| Essex Financial Services, Inc. | 236 | $537.0K | 0.03% | −218−48.0% | Reduced |
| Friday Financial | 333 | $538.7K | 0.14% | +333 | New |
| RFG Holdings, Inc. | 238 | $541.1K | 0.11% | +238 | New |
| Symmetry Investments LP | 240 | $545.7K | 0.06% | −594−71.2% | Reduced |
| First Financial Bank - Trust Division | 240 | $545.7K | 0.04% | +240 | New |
| Beacon Financial Group | 242 | $550.2K | 0.05% | +242 | New |
| Barry Investment Advisors, LLC | 242 | $550.2K | 0.12% | +242 | New |
| Pinnacle Wealth Management Group, Inc. | 243 | $552.5K | 0.26% | +243 | New |
| Welch & Forbes LLC | 243 | $552.5K | 0.01% | +243 | New |
| Brown Miller Wealth Management, LLC | 244 | $554.8K | 0.14% | +244 | New |
| Strata Wealth Advisors, LLC | 245 | $557.1K | 0.14% | +245 | New |
| Keystone Wealth Services, LLC | 245 | $557.5K | 0.10% | +245 | New |
| Ashton Thomas Securities, LLC | 296 | $561.6K | 0.08% | +296 | New |
| Burney Co | 247 | $561.6K | 0.02% | +247 | New |
| CV Advisors LLC | 247 | $561.6K | 0.11% | +247 | New |
| Bullock Wealth Management Group | 277 | $562.9K | 0.24% | +144+108.3% | Added |
| Ethos Financial Group, LLC | 557 | $565.9K | 0.04% | +557 | New |
| Capula Management Ltd | 249 | $566.2K | 0.00% | −7,451−96.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 249 | $566.2K | 0.13% | +46+22.7% | Added |
| LMCG Investments, LLC | 249 | $566.2K | 0.03% | +249 | New |
| StoneCrest Wealth Management, Inc. | 249 | $566.2K | 0.18% | +249 | New |
| Brandywine Managers, LLC | 250 | $568.4K | 0.28% | +250 | New |
| PFW Advisors LLC | 251 | $570.7K | 0.17% | +251 | New |
| Mitchell & Pahl Private Wealth, LLC | 252 | $573.0K | 0.21% | +252 | New |
| 55 North Private Wealth, LLC | 252 | $573.0K | 0.11% | +252 | New |
| TritonPoint Partners, LLC | 252 | $573.0K | 0.05% | +252 | New |
| Emergent Wealth Advisors, LLC | 266 | $575.3K | 0.30% | −116−30.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 254 | $577.5K | 0.01% | +254 | New |
| Elequin Capital LP | 255 | $579.8K | 0.02% | +226+779.3% | Added |
| Resolute Wealth Strategies, LLC | 256 | $582.1K | 0.23% | +256 | New |
| Silver Oak Securities, Inc | 256 | $582.2K | 0.04% | −194−43.1% | Reduced |
| Sym Financial Corp | 259 | $588.9K | 0.05% | +259 | New |
| Cadent Capital Advisors, LLC | 259 | $588.9K | 0.12% | +259 | New |
| Vinva Investment Management Ltd | 198 | $590.0K | 0.00% | −1,279−86.6% | Reduced |
| AlphaStar Capital Management, LLC | 261 | $593.4K | 0.04% | +261 | New |
| 3Chopt Investment Partners, LLC | 262 | $595.7K | 0.11% | +262 | New |
| New Republic Capital, LLC | 262 | $595.7K | 0.14% | +262 | New |
| Hancock Whitney Corp | 262 | $595.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 263 | $598.0K | 0.08% | +263 | New |
| Fulton Bank, N.A. | 264 | $600.3K | 0.02% | +264 | New |
| Koshinski Asset Management, Inc. | 264 | $600.3K | 0.03% | +264 | New |
| Whelan Financial | 264 | $600.3K | 0.16% | +264 | New |
| Quadcap Wealth Management, LLC | 265 | $602.5K | 0.06% | +265 | New |
| Gabelli & Co Investment Advisers, Inc. | 266 | $604.8K | 0.09% | +266 | New |
| Silvercrest Asset Management Group LLC | 266 | $604.8K | 0.00% | +266 | New |
| Advisor OS, LLC | 268 | $609.4K | 0.04% | +268 | New |
| FourThought Financial Partners, LLC | 271 | $616.2K | 0.05% | −422−60.9% | Reduced |
| McAdam, LLC | 272 | $618.5K | 0.02% | +272 | New |
| Five Oceans Advisors | 272 | $618.5K | 0.20% | +272 | New |
| Principal Street Partners, LLC | 273 | $620.7K | 0.09% | +273 | New |
| Jacobsen Capital Management | 274 | $623.0K | 0.18% | +274 | New |
| Cornerstone Wealth Management, LLC | 274 | $623.0K | 0.03% | +274 | New |
| Indiana Trust & Investment Management CO | 275 | $625.3K | 0.17% | +175+175.0% | Added |
| Family Investment Center, Inc. | 275 | $625.3K | 0.10% | +275 | New |
| R Squared Ltd | 276 | $627.5K | 0.33% | −1,275−82.2% | Reduced |
| Westpac Banking Corp | 276 | $627.5K | 0.04% | −110−28.5% | Reduced |
| Alesco Advisors LLC | 276 | $627.5K | 0.01% | +276 | New |
| Root Financial Partners, LLC | 278 | $632.1K | 0.02% | +63+29.3% | Added |
| Saxony Capital Management, LLC | 278 | $632.1K | 0.29% | +278 | New |
| Stonebrook Private Inc. | 280 | $636.6K | 0.12% | −80−22.2% | Reduced |
| Seek First Inc. | 280 | $636.6K | 0.40% | −44−13.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 280 | $636.6K | 0.04% | +280 | New |
| Dynasty Wealth Management, LLC | 280 | $636.6K | 0.00% | +280 | New |
| Advyzon Investment Management, LLC | 281 | $638.9K | 0.05% | +281 | New |
| CRA Financial Services, LLC | 282 | $641.2K | 0.07% | +282 | New |
| Stonebridge Financial Group, LLC | 282 | $641.2K | 0.43% | +282 | New |
| Texas Capital Bank Wealth Management Services Inc | 283 | $643.5K | 0.03% | +283 | New |
| TRB Wealth Management, LLC | 283 | $643.5K | 0.09% | +283 | New |
| Syverson Strege & Co | 285 | $648.0K | 0.14% | +285 | New |
| Alteri Wealth LLC | 288 | $654.8K | 0.18% | +288 | New |
