| Evermay Wealth Management LLC | 620 | $360.2K | 0.04% | +449+262.6% | Added |
| Parker Investment Management, LLC | 620 | $360.2K | 0.04% | +620 | New |
| McCarthy Asset Management, Inc. | 622 | $361.3K | 0.17% | +622 | New |
| Cascades Capital Asset Management, LLC | 624 | $362.5K | 0.13% | −891−58.8% | Reduced |
| BlueStem Wealth Partners, LLC | 624 | $362.5K | 0.04% | +624 | New |
| Retirement Planning Group, LLC | 625 | $363.0K | 0.20% | +625 | New |
| Prestige Wealth Management Group LLC | 626 | $363.7K | 0.07% | −80−11.3% | Reduced |
| Callahan Advisors, LLC | 627 | $364.2K | 0.03% | +627 | New |
| Capstone Wealth Management, LLC | 627 | $364.2K | 0.17% | +627 | New |
| waypoint wealth counsel | 628 | $364.8K | 0.23% | +628 | New |
| Jeppson Wealth Management, LLC | 629 | $365.4K | 0.11% | +629 | New |
| WorthPointe, LLC | 629 | $365.4K | 0.09% | +629 | New |
| ACT Advisors, LLC. | 630 | $366.0K | 0.12% | +630 | New |
| Northwest Quadrant Wealth Management, LLC | 631 | $366.6K | 0.07% | +631 | New |
| PCG Wealth Advisors, LLC | 631 | $366.6K | 0.08% | +631 | New |
| J. L. Bainbridge & Co., Inc. | 633 | $367.7K | 0.03% | +633 | New |
| Miller Capital Partners, Inc. | 633 | $367.7K | 0.14% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 634 | $368.3K | 0.02% | +634 | New |
| Revere Asset Management, Inc | 636 | $369.5K | 0.14% | +636 | New |
| One Wealth Capital Management, LLC | 636 | $369.5K | 0.11% | +636 | New |
| Peoples Bank | 637 | $370.0K | 0.19% | +637 | New |
| Nelson Capital Management, LLC | 637 | $370.0K | 0.04% | +637 | New |
| Joseph P. Lucia & Associates, LLC | 637 | $370.0K | 0.11% | +637 | New |
| Fortitude Family Office, LLC | 638 | $370.6K | 0.07% | +119+22.9% | Added |
| Dividend Assets Capital, LLC | 638 | $370.6K | 0.07% | +638 | New |
| Payne Capital Management, LLC | 638 | $370.6K | 0.10% | +638 | New |
| Define Financial, LLC | 640 | $371.6K | 0.17% | +640 | New |
| Global Financial Private Client, LLC | 640 | $371.8K | 0.10% | +640 | New |
| Blackston Financial Advisory Group, LLC | 641 | $372.4K | 0.21% | +641 | New |
| McElhenny Sheffield Capital Management, LLC | 642 | $372.9K | 0.09% | +642 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 643 | $373.5K | 0.09% | +643 | New |
| Willis Johnson & Associates, Inc. | 643 | $373.8K | 0.02% | −1,572−71.0% | Reduced |
| Legacy Financial Group, Inc. | 644 | $374.1K | 0.09% | +644 | New |
| Trust Co of Virginia | 648 | $376.4K | 0.03% | +648 | New |
| O'Connor Financial Group LLC | 648 | $376.4K | 0.13% | +648 | New |
| Lantern Wealth Advisors, LLC | 648 | $376.4K | 0.17% | +648 | New |
| Cypress Capital, LLC | 652 | $378.8K | 0.10% | +652 | New |
| QP Wealth Management, LLC | 653 | $379.3K | 0.54% | +653 | New |
| WealthTrust Asset Management, LLC | 655 | $380.5K | 0.21% | +655 | New |
| Cahaba Wealth Management, Inc. | 656 | $381.1K | 0.02% | +656 | New |
| Solstein Capital, LLC | 657 | $381.7K | 0.13% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 657 | $381.7K | 0.15% | +657 | New |
| Powell Investment Advisors, LLC | 658 | $382.2K | 0.12% | −500−43.2% | Reduced |
| Horizon Investment Services, LLC | 660 | $383.4K | 0.11% | +660 | New |
| Permanens Capital L.P. | 660 | $383.4K | 0.04% | +660 | New |
| Morris Retirement Advisors, LLC | 660 | $383.4K | 0.14% | +660 | New |
| Security Financial Services, INC. | 660 | $383.4K | 0.05% | +660 | New |
| Truepoint, Inc. | 662 | $384.6K | 0.01% | +662 | New |
| GLOBALT Investments LLC | 662 | $384.6K | 0.01% | +662 | New |
| Fortress Financial Group, LLC | 662 | $384.6K | 0.19% | +662 | New |
| Cordant, Inc. | 663 | $385.0K | 0.14% | +31+4.9% | Added |
| Worth Financial Advisory Group, LLC | 665 | $386.3K | 0.16% | +387+139.2% | Added |
| Barton Investment Management | 665 | $386.3K | 0.05% | +665 | New |
| RPS Advisory Solutions LLC | 669 | $388.6K | 0.26% | −481−41.8% | Reduced |
| Dala Group, LLC | 671 | $389.8K | 0.32% | −462−40.8% | Reduced |
| denkapparat Operations GmbH | 672 | $390.4K | 0.13% | −536−44.4% | Reduced |
| Summit Financial Consulting LLC | 672 | $390.6K | 0.26% | +672 | New |
| Riverwater Partners LLC | 673 | $391.0K | 0.12% | +673 | New |
| Hoge Financial Services, LLC | 675 | $392.1K | 0.19% | +675 | New |
| Lombard Odier Asset Management (USA) Corp | 676 | $392.7K | 0.35% | +676 | New |
| Layline Advisors, LLC | 677 | $393.3K | 0.35% | +677 | New |
| Astra Wealth Partners LLC | 677 | $393.3K | 0.22% | +677 | New |
| Investment Research Partners LLC | 677 | $393.3K | 0.13% | +677 | New |
| Western Reserve Capital Management, LLC | 677 | $393.3K | 0.29% | +677 | New |
| Wescott Financial Advisory Group, LLC | 677 | $393.4K | 0.03% | +677 | New |
| Split Rock Private Trading & Wealth Management, LLC | 679 | $394.7K | 0.27% | +679 | New |
| Newman Dignan & Sheerar, Inc. | 680 | $395.0K | 0.08% | +680 | New |
| Marion Wealth Management | 680 | $395.0K | 0.08% | +680 | New |
| Bright Financial Advisors, Inc. | 681 | $395.6K | 0.17% | +681 | New |
| Greenwich Wealth Management LLC | 682 | $396.0K | 0.01% | +682 | New |
| ASB Consultores, LLC | 682 | $396.2K | 1.22% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 683 | $396.8K | 0.06% | +683 | New |
| NWK Group, Inc. | 683 | $396.8K | 0.12% | +683 | New |
| ERn Financial, LLC | 685 | $397.9K | 0.07% | +685 | New |
| RW Investment Management LLC | 685 | $397.9K | 0.03% | +685 | New |
| Capital & Planning, LLC | 687 | $399.1K | 0.21% | +187+37.4% | Added |
| Estate Planners Group, LLC | 688 | $399.6K | 0.18% | −607−46.9% | Reduced |
| Provident Investment Management, Inc. | 689 | $400.2K | 0.04% | +689 | New |
| Noble Family Wealth, LLC | 689 | $400.2K | 0.07% | +689 | New |
| Rench Wealth Management, Inc. | 690 | $400.8K | 0.11% | +690 | New |
| Lighthouse Financial LLC | 690 | $400.8K | 0.21% | +690 | New |
| Lincoln Capital Corp | 691 | $401.4K | 0.13% | +691 | New |
| Cannon Advisors, Inc. | 733 | $401.8K | 0.24% | +733 | New |
| Atlanta Consulting Group Advisors, LLC | 693 | $402.4K | 0.06% | +693 | New |
| Montz Harcus Wealth Management LLC | 694 | $403.2K | 0.14% | +694 | New |
| Carrera Capital Advisors | 694 | $403.2K | 0.06% | +694 | New |
| Master's Wealth Management Inc. | 695 | $403.7K | 0.12% | +695 | New |
| Eldridge Investment Advisors, Inc. | 696 | $404.3K | 0.08% | +696 | New |
| Altar Rock LLC | 697 | $404.9K | 0.59% | +697 | New |
| Corrado Advisors, LLC | 699 | $406.1K | 0.19% | +699 | New |
| Clarus Group, Inc. | 700 | $406.6K | 0.14% | +700 | New |
| Financial Council Asset Management Inc | 700 | $406.6K | 0.13% | +700 | New |
| Symphony Financial Services, Inc. | 701 | $407.2K | 0.18% | +701 | New |
| Entrewealth, LLC | 837 | $409.5K | 0.15% | +837 | New |
| Wulff, Hansen & Co. | 705 | $409.5K | 0.31% | +705 | New |
| TMB Capital Partners, LLC | 707 | $410.7K | 0.13% | −321−31.2% | Reduced |
| Foundation Wealth Management, LLC | 707 | $410.7K | 0.24% | +707 | New |
| Petra Financial Advisors Inc | 707 | $410.7K | 0.19% | +707 | New |
| Northstar Financial Companies, Inc. | 708 | $411.3K | 0.28% | +708 | New |
| Helium Advisors LLC | 709 | $411.9K | 0.34% | +709 | New |
