| Adelphi Trust Co | 640 | $214.3K | 0.14% | +640 | New |
| Rydar Equities, Inc. | 718 | $214.7K | 0.12% | +718 | New |
| Maia Wealth LLC | 642 | $214.9K | 0.03% | +642 | New |
| CogentBlue Wealth Advisors, LLC | 642 | $215.0K | 0.12% | +642 | New |
| Paradigm Capital Management, LLC | 642 | $215.0K | 0.18% | +642 | New |
| Capital Advisors Wealth Management, LLC | 645 | $215.8K | 0.03% | +645 | New |
| Farmers & Merchants Investments Inc | 645 | $216.0K | 0.01% | +15+2.4% | Added |
| Meeder Asset Management Inc | 645 | $216.0K | 0.01% | +524+433.1% | Added |
| Ewa, LLC | 648 | $217.1K | 0.04% | +648 | New |
| BOK Financial Private Wealth, Inc. | 650 | $217.6K | 0.01% | +1+0.2% | Added |
| Rock Point Advisors, LLC | 650 | $217.6K | 0.05% | +650 | New |
| Latitude Advisors, LLC | 650 | $217.8K | 0.09% | +650 | New |
| Fire Capital Management LLC | 653 | $218.6K | 0.09% | +653 | New |
| Private Client Services, LLC | 653 | $218.8K | 0.06% | +653 | New |
| Allianz SE | 658 | $220.3K | 0.00% | −139−17.4% | Reduced |
| 3Chopt Investment Partners, LLC | 658 | $220.3K | 0.04% | +658 | New |
| BOCHK Asset Management Ltd | 660 | $221.0K | 0.03% | +510+340.0% | Added |
| McDonough Capital Management, Inc | 661 | $221.3K | 0.11% | +661 | New |
| Meridian Financial Partners LLC | 727 | $221.4K | 0.08% | +727 | New |
| IPG Investment Advisors LLC | 662 | $221.7K | 0.03% | +662 | New |
| RWM Asset Management, LLC | 918 | $221.8K | 0.03% | +87+10.5% | Added |
| Heritage Family Offices, LLP | 665 | $222.7K | 0.09% | +665 | New |
| Sentry LLC | 665 | $222.7K | 0.06% | +665 | New |
| Pacific Excel Wealth Advisors, Inc. | 665 | $222.7K | 0.09% | +665 | New |
| Indivisible Partners | 666 | $223.0K | 0.01% | +666 | New |
| FWL Investment Management, LLC | 670 | $224.3K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 670 | $224.3K | 0.04% | −494−42.4% | Reduced |
| Checchi Capital Advisers, LLC | 671 | $224.7K | 0.01% | +671 | New |
| Sagewood Asset Management LP | 672 | $225.0K | 0.05% | +672 | New |
| Curated Wealth Partners LLC | 672 | $225.0K | 0.03% | +672 | New |
| BG Investment Services, Inc. | 680 | $227.7K | 0.16% | +680 | New |
| Beacon Financial Group | 681 | $228.0K | 0.02% | +681 | New |
| Sandy Cove Advisors, LLC | 684 | $229.0K | 0.06% | +684 | New |
| Bingham Private Wealth, LLC | 686 | $229.7K | 0.16% | +686 | New |
| Wealth Management Associates, Inc. | 691 | $231.4K | 0.06% | −924−57.2% | Reduced |
| MJP Associates Inc | 691 | $231.4K | 0.03% | +691 | New |
| Aspiriant, LLC | 692 | $231.7K | 0.01% | +692 | New |
| Drucker Wealth 3.0, LLC | 693 | $232.1K | 0.04% | +693 | New |
| WESPAC Advisors, LLC | 695 | $232.7K | 0.11% | +695 | New |
| Parkside Financial Bank & Trust | 695 | $232.7K | 0.02% | +117+20.2% | Added |
| GW&K Investment Management, LLC | 696 | $233.0K | 0.00% | −348−33.3% | Reduced |
| Allen Capital Group, LLC | 697 | $233.4K | 0.02% | +697 | New |
| Laurel Oak Wealth Management, LLC | 698 | $233.7K | 0.03% | +698 | New |
| Quadrant Private Wealth Management, LLC | 698 | $233.8K | 0.05% | −112−13.8% | Reduced |
| Wiregrass Investment Management LLC | 700 | $234.4K | 0.16% | +700 | New |
| Wealth Alliance Advisory Group, LLC | 703 | $235.4K | 0.03% | +703 | New |
| Advisortrust Partners, LLC | 705 | $235.9K | 0.08% | +705 | New |
| Waller Financial Planning Group, Inc | 705 | $236.0K | 0.05% | +705 | New |
| Naviter Wealth, LLC | 710 | $237.7K | 0.02% | +710 | New |
| Legacy Wealth Managment, LLC | 711 | $238.1K | 0.10% | +289+68.5% | Added |
| Canal Capital Management, LLC | 712 | $238.3K | 0.03% | +712 | New |
| Oxford Asset Management LLP | 712 | $238.4K | 0.12% | +712 | New |
| Investment Advisory Services Inc | 714 | $239.2K | 0.07% | +714 | New |
| Post Resch Tallon Group Inc. | 715 | $239.4K | 0.17% | −415−36.7% | Reduced |
| American Financial Advisors, LLC | 718 | $240.5K | 0.03% | +718 | New |
| Heritage Oak Wealth Advisors LLC | 719 | $240.8K | 0.07% | +719 | New |
| Associated Banc-Corp | 720 | $241.1K | 0.01% | +720 | New |
| Bryn Mawr Trust Co | 721 | $241.4K | 0.01% | +109+17.8% | Added |
| Relyea Zuckerberg Hanson LLC | 721 | $241.4K | 0.02% | +721 | New |
| Elevation Wealth Management LLC | 722 | $241.7K | 0.18% | +722 | New |
| Maltin Wealth Management, Inc. | 723 | $242.1K | 0.08% | +723 | New |
| Traveka Wealth, LLC | 725 | $242.7K | 0.08% | +725 | New |
| SCS Capital Management LLC | 725 | $242.9K | 0.00% | −2,604−78.2% | Reduced |
| Convergence Financial, LLC | 726 | $243.1K | 0.02% | +726 | New |
| Stonebrook Private Inc. | 727 | $243.4K | 0.04% | +727 | New |
| Graves-Light Private Wealth Management, Inc. | 730 | $244.4K | 0.02% | +730 | New |
| Channel Wealth LLC | 731 | $244.8K | 0.05% | +731 | New |
| Johnson Investment Counsel Inc | 732 | $245.1K | 0.00% | +732 | New |
| NFJ Investment Group, LLC | 732 | $245.1K | 0.01% | +732 | New |
| Claret Asset Management Corp | 735 | $246.0K | 0.03% | +735 | New |
| Markin Asset Management, LP | 735 | $246.1K | 0.21% | +735 | New |
| Symmetry Partners, LLC | 736 | $246.4K | 0.01% | +736 | New |
| Five Oceans Advisors | 736 | $246.4K | 0.08% | +736 | New |
| Cypress Point Wealth Management, LLC | 737 | $246.8K | 0.05% | +737 | New |
| Madison Wealth Partners, Inc | 738 | $247.0K | 0.03% | +738 | New |
| Elyxium Wealth, LLC | 739 | $247.4K | 0.03% | +739 | New |
| Norris Perne & French LLP | 740 | $247.7K | 0.01% | +740 | New |
| Turner Financial Group, Inc. | 743 | $248.6K | 0.25% | +743 | New |
| Sunflower Bank, N.A. | 743 | $248.8K | 0.06% | +743 | New |
| May Hill Capital, LLC | 744 | $249.1K | 0.05% | +744 | New |
| Sunburst Financial Group, LLC | 744 | $249.1K | 0.04% | +744 | New |
| Aventura Private Wealth, LLC | 748 | $250.4K | 0.08% | +87+13.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 750 | $251.0K | 0.09% | +750 | New |
| Carnegie Lake Advisors LLC | 750 | $251.1K | 0.09% | +750 | New |
| NWF Advisory Services Inc. | 750 | $251.1K | 0.02% | +750 | New |
| Freestone Capital Holdings, LLC | 754 | $252.5K | 0.01% | +754 | New |
| Merrithew & Thorsten Inc | 757 | $253.0K | 0.22% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 758 | $253.7K | 0.06% | +758 | New |
| Values Added Financial LLC | 758 | $253.8K | 0.09% | +758 | New |
| Bank of New Hampshire | 763 | $255.5K | 0.05% | +73+10.6% | Added |
| Third View Private Wealth, LLC | 764 | $255.8K | 0.03% | +764 | New |
| Ostrum Asset Management | 765 | $256.1K | 0.01% | −1,470−65.8% | Reduced |
| Empirical Finance, LLC | 766 | $256.5K | 0.01% | +766 | New |
| Bridgewater Advisors Inc. | 1,000 | $256.7K | 0.01% | −19−1.9% | Reduced |
| King Wealth | 769 | $257.0K | 0.03% | +769 | New |
| Concord Wealth Partners | 770 | $257.8K | 0.03% | +770 | New |
| Keystone Wealth Services, LLC | 773 | $258.7K | 0.05% | +773 | New |
| LaFleur & Godfrey LLC | 775 | $259.5K | 0.03% | +775 | New |
| Armstrong Advisory Group, Inc | 778 | $260.5K | 0.02% | +106+15.8% | Added |
| Richards, Merrill & Peterson, Inc. | 780 | $261.2K | 0.08% | −200−20.4% | Reduced |
