| Sand Hill Global Advisors, LLC | 432 | $209.5K | 0.01% | +432 | New |
| Auxano Advisors, LLC | 432 | $209.5K | 0.04% | +432 | New |
| Channel Wealth LLC | 432 | $209.5K | 0.06% | +432 | New |
| Cape Ann Savings Bank | 433 | $210.0K | 0.11% | +433 | New |
| Lake Street Financial LLC | 433 | $210.0K | 0.03% | +433 | New |
| Allegheny Financial Group LTD | 436 | $211.6K | 0.04% | +436 | New |
| Capital Performance Advisors LLP | 436 | $211.7K | 0.03% | +436 | New |
| Brighton Securities Corp. | 437 | $211.9K | 0.11% | +437 | New |
| Signet Financial Management, LLC | 437 | $212.0K | 0.02% | +437 | New |
| Azzad Asset Management Inc | 438 | $212.4K | 0.02% | +438 | New |
| 1858 Wealth Management, LLC | 438 | $212.4K | 0.15% | −116−20.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 438 | $212.4K | 0.00% | +438 | New |
| Petros Family Wealth, LLC | 439 | $212.9K | 0.18% | +439 | New |
| Zhang Financial LLC | 439 | $212.9K | 0.01% | +439 | New |
| WMG Financial Advisors, LLC | 440 | $213.4K | 0.07% | +440 | New |
| Strata Wealth Advisors, LLC | 440 | $213.4K | 0.06% | +440 | New |
| Perissos Private Wealth Management, LLC | 440 | $213.4K | 0.16% | +440 | New |
| QVR LLC | 441 | $213.9K | 0.26% | +441 | New |
| First Business Financial Services, Inc. | 442 | $214.4K | 0.02% | −424−49.0% | Reduced |
| Concentric Capital Strategies, LP | 442 | $214.4K | 0.01% | +442 | New |
| Burr Financial Services, LLC | 442 | $214.4K | 0.16% | +442 | New |
| Brooks, Moore & Associates, Inc. | 445 | $215.8K | 0.11% | 00.0% | Unchanged |
| Capula Management Ltd | 446 | $216.3K | 0.00% | +212+90.6% | Added |
| Rodgers & Associates, LTD | 446 | $216.3K | 0.02% | −50−10.1% | Reduced |
| Wellspring Financial Advisors, LLC | 446 | $216.3K | 0.02% | −145−24.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 350 | $216.5K | 0.03% | +350 | New |
| Financial Partners Group, Inc | 448 | $217.5K | 0.03% | +448 | New |
| Evanson Asset Management, LLC | 450 | $218.3K | 0.01% | +450 | New |
| CFO4Life Group, LLC | 450 | $218.3K | 0.03% | +450 | New |
| Oak Harbor Wealth Partners, LLC | 450 | $218.3K | 0.05% | +450 | New |
| Darwin Advisors, LLC | 450 | $218.4K | 0.07% | +31+7.4% | Added |
| Revisor Wealth Management LLC | 409 | $218.9K | 0.08% | +409 | New |
| Lion Street Advisors, LLC | 346 | $219.0K | 0.08% | −170−32.9% | Reduced |
| Integrated Investment Consultants, LLC | 453 | $219.7K | 0.04% | +453 | New |
| Shepherd Financial Partners LLC | 453 | $219.7K | 0.02% | +453 | New |
| Warwick Investment Management, Inc. | 454 | $220.2K | 0.04% | +454 | New |
| Patriot Financial Group Insurance Agency, LLC | 456 | $221.2K | 0.03% | −86−15.9% | Reduced |
| Intellectus Partners, LLC | 457 | $222.2K | 0.04% | −1,487−76.5% | Reduced |
| Sovran Advisors, LLC | 400 | $222.5K | 0.02% | +400 | New |
| Plante Moran Financial Advisors, LLC | 459 | $222.6K | 0.01% | −98−17.6% | Reduced |
| Victory Financial Group, LLC | 459 | $222.6K | 0.03% | +459 | New |
| LeConte Wealth Management, LLC | 459 | $222.6K | 0.15% | +459 | New |
| Financial Perspectives, Inc | 460 | $222.9K | 0.06% | +1+0.2% | Added |
| Stewardship Advisors, LLC | 460 | $223.1K | 0.05% | +460 | New |
| Triumph Capital Management | 463 | $224.6K | 0.06% | −223−32.5% | Reduced |
| Goldstein Advisors, LLC | 465 | $225.5K | 0.03% | −167−26.4% | Reduced |
| F/M Investments LLC | 465 | $225.5K | 0.01% | +465 | New |
| Cheviot Value Management, LLC | 405 | $225.8K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 466 | $226.0K | 0.06% | −357−43.4% | Reduced |
| Genesis Private Wealth, LLC | 468 | $227.0K | 0.10% | +468 | New |
| Quantum Financial Advisors, LLC | 469 | $227.4K | 0.03% | +469 | New |
| Bluesphere Advisors, LLC | 469 | $227.5K | 0.10% | +469 | New |
| Convergence Investment Partners, LLC | 469 | $227.7K | 0.05% | +469 | New |
| New Covenant Trust Company, N.A. | 470 | $228.0K | 0.21% | +470 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 471 | $228.3K | 0.01% | +471 | New |
| Hohimer Wealth Management, LLC | 471 | $228.5K | 0.03% | +471 | New |
| Fiduciary Alliance LLC | 471 | $228.6K | 0.02% | −31−6.2% | Reduced |
| West Paces Advisors Inc. | 472 | $228.9K | 0.05% | +472 | New |
| Harbour Investment Management LLC | 472 | $229.1K | 0.10% | +472 | New |
| FNY Investment Advisers, LLC | 475 | $230.0K | 0.07% | +475 | New |
| Benchmark Investment Advisors LLC | 475 | $230.1K | 0.13% | +475 | New |
| Wallace Capital Management Inc. | 475 | $230.4K | 0.03% | +475 | New |
| Heathbridge Capital Management Ltd. | 475 | $230.4K | 0.09% | +475 | New |
| LongView Wealth Management | 477 | $231.3K | 0.06% | +477 | New |
| Kickstand Ventures, LLC. | 477 | $231.4K | 0.05% | −32−6.3% | Reduced |
| RWC Asset Management LLP | 477 | $231.4K | 0.01% | +477 | New |
| Colorado Capital Management, Inc. | 479 | $232.0K | 0.09% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 479 | $232.0K | 0.06% | +479 | New |
| Magnetar Financial LLC | 479 | $232.3K | 0.00% | +479 | New |
| Clifford Swan Investment Counsel LLC | 479 | $232.3K | 0.01% | −30−5.9% | Reduced |
| Avantra Family Wealth, Inc. | 479 | $232.3K | 0.17% | +479 | New |
| Facet Wealth, Inc. | 481 | $233.4K | 0.00% | +481 | New |
| Byrne Asset Management LLC | 482 | $233.8K | 0.15% | – | – |
| Madden Securities Corp | 482 | $233.8K | 0.07% | +482 | New |
| Northern Financial Advisors Inc | 483 | $234.3K | 0.12% | +483 | New |
| Prevail Innovative Wealth Advisors, LLC | 486 | $235.7K | 0.05% | +486 | New |
| Hemington Wealth Management | 488 | $236.0K | 0.03% | +69+16.5% | Added |
| Invenio Wealth Partners LLC | 487 | $236.2K | 0.09% | +487 | New |
| VanderPol Investments L.L.C. | 413 | $236.4K | 0.46% | +413 | New |
| Baron Silver Stevens Financial Advisors, LLC | 487 | $236.5K | 0.03% | −116−19.2% | Reduced |
| Kelly Financial Services LLC | 488 | $236.8K | 0.06% | +488 | New |
| Ferguson Shapiro LLC | 490 | $237.7K | 0.08% | −318−39.4% | Reduced |
| Hudock, Inc. | 491 | $238.4K | 0.04% | −4−0.8% | Reduced |
| Rainier Family Wealth Inc | 492 | $238.6K | 0.21% | +492 | New |
| Firethorn Wealth Partners, LLC | 492 | $238.8K | 0.09% | +492 | New |
| Sivia Capital Partners, LLC | 493 | $239.1K | 0.07% | +493 | New |
| Evernest Financial Advisors, LLC | 494 | $239.6K | 0.07% | −82−14.2% | Reduced |
| Aspen Grove Capital, LLC | 494 | $239.8K | 0.04% | −6−1.2% | Reduced |
| Omnia Family Wealth, LLC | 495 | $240.3K | 0.08% | +495 | New |
| RWM Asset Management, LLC | 497 | $241.1K | 0.03% | −13−2.5% | Reduced |
| Clifford Group, LLC | 497 | $241.1K | 0.19% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 425 | $241.1K | 0.14% | +425 | New |
| KW Wealth Management LLC | 497 | $241.5K | 0.41% | +497 | New |
| Howard Financial Services, Ltd. | 498 | $241.7K | 0.03% | +498 | New |
| Kelly Lawrence W & Associates Inc | 500 | $242.5K | 0.06% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 500 | $242.5K | 0.53% | 00.0% | Unchanged |
| NCP Inc. | 500 | $242.5K | 0.18% | 00.0% | Unchanged |
| Elm Partners Management LLC | 500 | $242.8K | 0.01% | +500 | New |
| Cohen & Steers, Inc. | 500 | $243.0K | 0.00% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 503 | $244.0K | 0.06% | −366−42.1% | Reduced |
