| Jump Financial, LLC | 715 | $204.1K | 0.01% | +715 | New |
| Quintet Private Bank (Europe) S.A. | 716 | $204.3K | 0.01% | +716 | New |
| Perennial Advisors, LLC | 716 | $204.4K | 0.06% | +716 | New |
| Northwest Wealth Management, LLC | 718 | $205.0K | 0.08% | +718 | New |
| Marcum Wealth, LLC | 722 | $206.1K | 0.03% | +722 | New |
| TRUE Private Wealth Advisors | 723 | $206.4K | 0.03% | +723 | New |
| Grant Street Asset Management, Inc. | 730 | $208.4K | 0.08% | +730 | New |
| Charter Trust Co | 732 | $209.0K | 0.02% | +732 | New |
| Mill Creek Capital Advisors, LLC | 733 | $209.3K | 0.01% | +733 | New |
| JFS Wealth Advisors, LLC | 737 | $210.3K | 0.02% | −2−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 739 | $211.5K | 0.05% | +739 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 744 | $212.4K | 0.01% | +744 | New |
| Aries Wealth Management | 745 | $212.7K | 0.09% | +745 | New |
| Alerus Financial NA | 747 | $213.2K | 0.02% | +747 | New |
| Colton Groome Financial Advisors, LLC | 747 | $213.2K | 0.10% | +747 | New |
| Advanced Asset Management Advisors Inc | 750 | $214.1K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 751 | $214.4K | 0.17% | +751 | New |
| Hamilton Point Investment Advisors, LLC | 750 | $214.7K | 0.05% | +750 | New |
| V-Square Quantitative Management LLC | 752 | $214.7K | 0.20% | +752 | New |
| Coastal Investment Advisors, Inc. | 755 | $215.5K | 0.05% | −355−32.0% | Reduced |
| Auxier Asset Management | 755 | $215.5K | 0.04% | +755 | New |
| Trust Investment Advisors | 763 | $217.8K | 0.20% | +763 | New |
| Gateway Advisory, LLC | 764 | $218.0K | 0.05% | +764 | New |
| PBMares Wealth Management LLC | 764 | $218.1K | 0.08% | +764 | New |
| Legacy Financial Strategies, LLC | 765 | $218.4K | 0.08% | +765 | New |
| MBL Wealth, LLC | 770 | $219.8K | 0.03% | +770 | New |
| Patriot Financial Group Insurance Agency, LLC | 771 | $220.0K | 0.04% | +771 | New |
| Heron Financial Group, LLC | 775 | $221.1K | 0.12% | −134−14.7% | Reduced |
| Birmingham Capital Management Co Inc | 775 | $221.2K | 0.09% | +775 | New |
| Personal Cfo Solutions, LLC | 776 | $221.6K | 0.05% | +776 | New |
| Van Hulzen Asset Management, LLC | 777 | $222.0K | 0.02% | +777 | New |
| Advus Financial Partners, LLC | 780 | $222.7K | 0.09% | +780 | New |
| JTC Employer Solutions Trusteee Ltd | 781 | $223.0K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 780 | $223.0K | 0.01% | +65+9.1% | Added |
| Wintrust Investments LLC | 784 | $224.0K | 0.03% | +784 | New |
| Fortitude Advisory Group L.L.C. | 785 | $224.1K | 0.17% | −267−25.4% | Reduced |
| Clarus Wealth Advisors | 782 | $225.0K | 0.14% | +782 | New |
| Old Port Advisors | 776 | $225.5K | 0.08% | +776 | New |
| Tiedemann Advisors, LLC | 792 | $226.6K | 0.01% | +792 | New |
| MidWestOne Financial Group, Inc. | 794 | $226.7K | 0.05% | +794 | New |
| Carret Asset Management, LLC | 800 | $228.0K | 0.03% | −100−11.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 799 | $228.1K | 0.07% | +799 | New |
| Brooktree Capital Management | 800 | $228.4K | 0.18% | +800 | New |
| Hillman Capital Management, Inc. | 800 | $228.4K | 0.09% | +800 | New |
| BlueCrest Capital Management Ltd | 800 | $228.4K | 0.02% | +800 | New |
| Lauterbach Financial Advisors, LLC | 800 | $228.4K | 0.18% | +800 | New |
| Kendall Capital Management | 802 | $229.0K | 0.11% | +802 | New |
| Liberty Wealth Management LLC | 803 | $229.4K | 0.05% | +803 | New |
| Mountain Pacific Investment Advisers Inc | 806 | $230.1K | 0.02% | +806 | New |
| Angeles Wealth Management, LLC | 807 | $230.4K | 0.03% | +807 | New |
| CJM Wealth Advisers, Ltd. | 810 | $231.2K | 0.13% | +810 | New |
| Rodgers Brothers Inc. | 812 | $231.8K | 0.04% | +812 | New |
| Sawyer & Company, Inc | 805 | $232.0K | 0.12% | 00.0% | Unchanged |
| Burney Co | 818 | $233.5K | 0.01% | −98−10.7% | Reduced |
| Capital Wealth Planning, LLC | 822 | $234.7K | 0.00% | +822 | New |
| ZWJ Investment Counsel Inc | 824 | $235.2K | 0.01% | 00.0% | Unchanged |
| Motco | 827 | $236.1K | 0.02% | −30,802−97.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 829 | $236.7K | 0.14% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 830 | $236.9K | 0.06% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 830 | $237.1K | 0.07% | +187+29.1% | Added |
| Cedar Brook Financial Partners, LLC | 832 | $237.6K | 0.06% | +832 | New |
| Alpha Family Trust | 835 | $238.4K | 0.19% | 00.0% | Unchanged |
| Summit Financial, LLC | 833 | $238.5K | 0.02% | −92−9.9% | Reduced |
| New Republic Capital, LLC | 837 | $239.2K | 0.18% | +837 | New |
| Acorn Wealth Advisors, LLC | 844 | $241.0K | 0.18% | +2+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 842 | $241.0K | 0.08% | +21+2.6% | Added |
| Channel Wealth LLC | 845 | $241.2K | 0.16% | +845 | New |
| Prelude Capital Management, LLC | 850 | $242.7K | 0.02% | +850 | New |
| Avestar Capital, LLC | 850 | $242.7K | 0.05% | +850 | New |
| Community Bank & Trust, Waco, Texas | 852 | $243.0K | 0.08% | −67−7.3% | Reduced |
| Bremer Bank National Association | 854 | $243.8K | 0.05% | −357−29.5% | Reduced |
| Capital City Trust Co | 858 | $244.9K | 0.08% | +30+3.6% | Added |
| RB Capital Management, LLC | 858 | $245.0K | 0.08% | +2+0.2% | Added |
| Glassman Wealth Services | 865 | $246.9K | 0.04% | −82−8.7% | Reduced |
| Geller Advisors LLC | 866 | $247.9K | 0.04% | +866 | New |
| Park Place Capital Corp | 869 | $248.1K | 0.07% | −13−1.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 872 | $248.9K | 0.07% | +872 | New |
| Beverly Hills Private Wealth, LLC | 872 | $248.9K | 0.08% | +872 | New |
| Aspiriant, LLC | 873 | $249.3K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 985 | $249.8K | 0.13% | −25−2.5% | Reduced |
| Community Bank of Raymore | 877 | $250.4K | 0.10% | −336−27.7% | Reduced |
| Accredited Investors Inc. | 879 | $250.9K | 0.02% | −138−13.6% | Reduced |
| Bristlecone Advisors, LLC | 879 | $250.9K | 0.03% | −55−5.9% | Reduced |
| First Long Island Investors, LLC | 880 | $251.2K | 0.03% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 880 | $251.2K | 0.08% | 00.0% | Unchanged |
| Applied Capital LLC | 880 | $251.2K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 881 | $251.5K | 0.11% | +881 | New |
| Future Financial Wealth Managment LLC | 875 | $251.6K | 0.28% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 884 | $252.4K | 0.05% | +20+2.3% | Added |
| Consolidated Portfolio Review Corp | 895 | $255.4K | 0.07% | +895 | New |
| Waterloo Capital, L.P. | 896 | $255.8K | 0.08% | +896 | New |
| Affinity Capital Advisors, LLC | 897 | $256.0K | 0.08% | +1+0.1% | Added |
| TCI Wealth Advisors, Inc. | 898 | $256.4K | 0.03% | −31−3.3% | Reduced |
| Perennial Investment Advisors, LLC | 898 | $256.5K | 0.05% | +898 | New |
| Alta Advisers Ltd | 900 | $256.9K | 0.15% | 00.0% | Unchanged |
| RFG Advisory, LLC | 900 | $256.9K | 0.01% | +900 | New |
| Continental Investors Services, Inc. | 900 | $256.9K | 0.73% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 899 | $257.0K | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 901 | $257.2K | 0.13% | 00.0% | Unchanged |
| Platform Technology Partners | 902 | $257.5K | 0.13% | 00.0% | Unchanged |
