| Chicago Capital, LLC | 272 | $220.2K | 0.01% | +272 | New |
| Smith Group Asset Management, LLC | 274 | $221.9K | 0.02% | +274 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 276 | $223.5K | 0.02% | +276 | New |
| Frank, Rimerman Advisors LLC | 276 | $223.5K | 0.02% | +276 | New |
| Summit X, LLC | 348 | $225.4K | 0.05% | −24−6.5% | Reduced |
| Marion Wealth Management | 279 | $225.9K | 0.06% | +279 | New |
| Catalina Capital Group, LLC | 280 | $226.7K | 0.08% | +280 | New |
| Great Lakes Advisors, LLC | 283 | $229.2K | 0.00% | +283 | New |
| Legacy Financial Advisors, Inc. | 283 | $229.2K | 0.04% | +283 | New |
| Highview Capital Management LLC | 284 | $230.0K | 0.09% | −30−9.6% | Reduced |
| Coastal Investment Advisors, Inc. | 275 | $230.3K | 0.11% | +275 | New |
| Buckhead Capital Management LLC | 285 | $230.8K | 0.07% | +285 | New |
| HMS Capital Management, LLC | 287 | $232.4K | 0.11% | +287 | New |
| Leeward Financial Partners, LLC | 287 | $232.4K | 0.09% | +287 | New |
| Capital Asset Advisory Services LLC | 291 | $232.9K | 0.01% | +291 | New |
| D L Carlson Investment Group Inc | 288 | $233.2K | 0.04% | +288 | New |
| Fort Point Capital Partners LLC | 288 | $233.2K | 0.03% | +288 | New |
| Cornerstone Wealth Group, LLC | 288 | $233.2K | 0.02% | +288 | New |
| Adamsbrown Wealth Consultants LLC | 289 | $234.2K | 0.08% | +289 | New |
| Forbes J M & Co LLP | 290 | $234.8K | 0.02% | +290 | New |
| Legacy Capital Wealth Partners, LLC | 290 | $235.1K | 0.05% | −69−19.2% | Reduced |
| HCR Wealth Advisors | 292 | $236.4K | 0.03% | −300−50.7% | Reduced |
| Old Port Advisors | 295 | $238.9K | 0.07% | +295 | New |
| Vista Wealth Management Group, LLC | 295 | $238.9K | 0.02% | +295 | New |
| Sentry Investment Management LLC | 297 | $240.0K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 297 | $240.5K | 0.01% | +297 | New |
| Regent Peak Wealth Advisors LLC | 298 | $241.3K | 0.06% | +298 | New |
| Johnson Investment Counsel Inc | 299 | $242.1K | 0.00% | +299 | New |
| Aureus Asset Management, LLC | 300 | $242.9K | 0.02% | +300 | New |
| Cutter & CO Brokerage, Inc. | 300 | $242.9K | 0.05% | +300 | New |
| MorganRosel Wealth Management, LLC | 300 | $242.9K | 0.08% | +300 | New |
| Exencial Wealth Advisors, LLC | 303 | $245.6K | 0.01% | −532−63.7% | Reduced |
| Lake Street Financial LLC | 304 | $246.2K | 0.04% | −40−11.6% | Reduced |
| Founders Financial Alliance, LLC | 304 | $246.2K | 0.07% | +304 | New |
| Arkadios Wealth Advisors | 305 | $246.8K | 0.01% | +305 | New |
| Napa Wealth Management | 308 | $249.8K | 0.12% | +308 | New |
| Arete Wealth Advisors, LLC | 308 | $250.0K | 0.02% | −319−50.9% | Reduced |
| Belpointe Asset Management LLC | 310 | $251.0K | 0.02% | −13−4.0% | Reduced |
| First Manhattan Co | 311 | $252.2K | 0.00% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 312 | $253.0K | 0.02% | +312 | New |
| One Wealth Advisors, LLC | 314 | $254.3K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 315 | $255.1K | 0.06% | 00.0% | Unchanged |
| Courier Capital LLC | 318 | $257.5K | 0.02% | −12−3.6% | Reduced |
| Penserra Capital Management LLC | 320 | $258.0K | 0.01% | +3+0.9% | Added |
| Commonwealth Financial Services, LLC | 320 | $258.0K | 0.05% | +3+0.9% | Added |
| Drive Wealth Management, LLC | 319 | $258.3K | 0.07% | +2+0.6% | Added |
| Seascape Capital Management | 320 | $259.0K | 0.09% | +1+0.3% | Added |
| Werba Rubin Papier Wealth Management | 321 | $259.9K | 0.06% | +2+0.6% | Added |
| Pinnacle Financial Partners Inc | 321 | $259.9K | 0.01% | +321 | New |
| Capstone Investment Advisors, LLC | 322 | $260.7K | 0.00% | −881−73.2% | Reduced |
| Wealthstream Advisors, Inc. | 322 | $260.7K | 0.05% | +5+1.6% | Added |
| Allen Capital Group, LLC | 324 | $262.4K | 0.03% | +13+4.2% | Added |
| First Dallas Securities Inc. | 325 | $263.2K | 0.11% | −10−3.0% | Reduced |
| Cascades Capital Asset Management, LLC | 325 | $263.2K | 0.14% | +325 | New |
| Sage Mountain Advisors LLC | 326 | $264.0K | 0.02% | +326 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 327 | $264.8K | 0.01% | +327 | New |
| Quotient Wealth Partners, LLC | 328 | $265.6K | 0.01% | +7+2.2% | Added |
| NCM Capital Management, LLC | 329 | $266.4K | 0.13% | 00.0% | Unchanged |
| Capital International Inc | 329 | $266.4K | 0.00% | +329 | New |
| Perfromance Wealth Partners, LLC | 330 | $267.2K | 0.01% | +5+1.5% | Added |
| Integrated Investment Consultants, LLC | 332 | $268.8K | 0.06% | −115−25.7% | Reduced |
| Quent Capital, LLC | 332 | $269.2K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 333 | $269.6K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 334 | $270.4K | 0.03% | +334 | New |
| Mayflower Financial Advisors, LLC | 339 | $274.5K | 0.04% | +13+4.0% | Added |
| Verus Capital Partners, LLC | 340 | $275.3K | 0.03% | −10−2.9% | Reduced |
| Kensington Investment Counsel, LLC | 340 | $275.3K | 0.12% | +17+5.3% | Added |
| Wellington Shields Capital Management, LLC | 340 | $275.3K | 0.05% | +40+13.3% | Added |
| Avestar Capital, LLC | 341 | $276.1K | 0.03% | +341 | New |
| Cidel Asset Management Inc | 343 | $277.7K | 0.02% | −18−5.0% | Reduced |
| Campion Asset Management LLC | 345 | $279.4K | 0.21% | −150−30.3% | Reduced |
| Ameritas Advisory Services, LLC | 348 | $281.8K | 0.01% | −30−7.9% | Reduced |
| Avalon Trust Co | 349 | $282.6K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 350 | $283.4K | 0.01% | +6+1.7% | Added |
| AXS Investments LLC | 350 | $283.4K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 340 | $283.5K | 0.01% | −4−1.2% | Reduced |
| Morningstar Investment Services LLC | 350 | $285.0K | 0.00% | +350 | New |
| Moody National Bank Trust Division | 352 | $285.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 352 | $285.0K | 0.09% | +26+8.0% | Added |
| Cannon Wealth Management Services, LLC | 352 | $285.0K | 0.26% | +352 | New |
| Wesbanco Bank Inc | 353 | $285.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 354 | $286.6K | 0.00% | +51+16.8% | Added |
| Moody Lynn & Lieberson, LLC | 355 | $287.5K | 0.02% | −50−12.3% | Reduced |
| Integrated Wealth Concepts LLC | 355 | $287.8K | 0.00% | +25+7.6% | Added |
| Western Wealth Management, LLC | 357 | $289.3K | 0.02% | +357 | New |
| Florida Financial Advisors, LLC | 357 | $289.5K | 0.15% | +357 | New |
| BlueChip Wealth Advisors LLC | 358 | $289.9K | 0.15% | 00.0% | Unchanged |
| Plancorp, LLC | 368 | $298.0K | 0.01% | +2+0.5% | Added |
| Graypoint LLC | 368 | $298.2K | 0.02% | +45+13.9% | Added |
| Camden National Bank | 369 | $298.8K | 0.04% | +369 | New |
| Anchor Investment Management, LLC | 370 | $299.6K | 0.03% | +4+1.1% | Added |
| Gryphon Financial Partners LLC | 371 | $300.1K | 0.04% | +6+1.6% | Added |
| Center For Asset Management LLC | 371 | $300.4K | 0.18% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 371 | $300.4K | 0.04% | +15+4.2% | Added |
| Eagle Strategies LLC | 372 | $301.2K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 373 | $302.0K | 0.14% | +2+0.5% | Added |
| Zacks Investment Management | 375 | $303.4K | 0.00% | +1+0.3% | Added |
| Abacus Planning Group, Inc. | 375 | $304.0K | 0.05% | −25−6.3% | Reduced |
| NBT Bank N A | 377 | $305.3K | 0.02% | −15−3.8% | Reduced |
| Global Retirement Partners, LLC | 378 | $306.1K | 0.01% | +155+69.5% | Added |
