| Landmark Wealth Management, Inc. | 728 | $200.7K | 0.09% | +728 | New |
| Kennicott Capital Management LLC | 730 | $201.2K | 0.11% | +730 | New |
| Luminvest Wealth Management LLC | 730 | $201.2K | 0.07% | +730 | New |
| Chris Bulman Inc | 735 | $202.6K | 0.12% | +735 | New |
| Millington Financial Advisors, LLC | 716 | $203.3K | 0.10% | +716 | New |
| LongView Asset Management LLC | 739 | $203.7K | 0.15% | +739 | New |
| Providence First Trust Co | 744 | $205.1K | 0.07% | +744 | New |
| BridgePort Financial Solutions, LLC | 744 | $205.1K | 0.07% | +744 | New |
| Moment Partners, LLC | 745 | $205.4K | 0.04% | +745 | New |
| Blueshift Asset Management, LLC | 748 | $206.2K | 0.06% | −2,620−77.8% | Reduced |
| Hilltop Wealth Advisors, LLC | 748 | $206.2K | 0.12% | +748 | New |
| MJT & Associates Financial Advisory Group, Inc. | 748 | $206.3K | 0.26% | +193+34.8% | Added |
| Global Wealth Management, LLC | 750 | $206.7K | 0.11% | +750 | New |
| Axiom Financial Strategies, LLC | 751 | $207.0K | 0.12% | +751 | New |
| Brueske Advisory Services, LLC | 752 | $207.3K | 0.14% | +752 | New |
| Sherbrooke Park Advisers LLC | 755 | $208.1K | 0.09% | −4,127−84.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 755 | $208.1K | 0.17% | +755 | New |
| Kelman-Lazarov, Inc. | 756 | $208.4K | 0.03% | +756 | New |
| True Wealth Design, LLC | 758 | $209.0K | 0.07% | −164−17.8% | Reduced |
| Lifelong Wealth Advisors, Inc. | 760 | $209.5K | 0.07% | +760 | New |
| Foundation Wealth Management, LLC | 761 | $209.8K | 0.09% | +761 | New |
| Suncoast Equity Management | 764 | $210.5K | 0.02% | +764 | New |
| SJS Investment Consulting Inc. | 767 | $211.4K | 0.03% | −440−36.5% | Reduced |
| Renaissance Technologies LLC | 764 | $211.8K | 0.00% | −2,426,950−100.0% | Reduced |
| Bender Robert & Associates | 775 | $213.6K | 0.05% | +775 | New |
| Tme Financial, Inc. | 777 | $214.2K | 0.17% | +777 | New |
| Westfuller Advisors, LLC | 781 | $215.2K | 0.12% | +781 | New |
| KWMG, LLC | 782 | $215.6K | 0.02% | +782 | New |
| AAFCPAs Wealth Management, LLC | 783 | $215.7K | 0.10% | +783 | New |
| First Pacific Financial | 784 | $216.1K | 0.03% | +307+64.4% | Added |
| Seros Financial, LLC | 789 | $217.5K | 0.14% | +789 | New |
| Parthenon LLC | 790 | $217.8K | 0.02% | +790 | New |
| Ackerman Capital Advisors, LLC | 790 | $217.8K | 0.05% | +790 | New |
| Wealth Advisors Northwest LLC | 791 | $218.0K | 0.11% | +791 | New |
| Wealthstar Advisors, LLC | 791 | $218.1K | 0.08% | +791 | New |
| MGO Private Wealth, LLC | 792 | $218.3K | 0.14% | +792 | New |
| Carroll Investors, Inc | 793 | $218.6K | 0.12% | +793 | New |
| Vantage Point Financial LLC | 794 | $218.9K | 0.10% | +794 | New |
| Gordian Advisors LLC | 795 | $219.1K | 0.16% | +795 | New |
| Foguth Wealth Management, LLC. | 795 | $219.3K | 0.05% | +795 | New |
| Jordan Park Trust Co LLC | 796 | $219.4K | 0.20% | +796 | New |
| Flaharty Asset Management, LLC | 798 | $220.0K | 0.03% | −21−2.6% | Reduced |
| Signature Resources Capital Management, LLC | 800 | $220.5K | 0.13% | +60+8.1% | Added |
| Mizuho Securities Co. Ltd. | 800 | $220.5K | 0.80% | +630+370.6% | Added |
| Capital Counsel LLC | 800 | $220.5K | 0.01% | +800 | New |
| Martin Investment Management, LLC | 800 | $220.5K | 0.06% | +800 | New |
| Gerber, LLC | 801 | $220.8K | 0.16% | +801 | New |
| Northern Capital Management, Inc. | 802 | $221.0K | 0.13% | +802 | New |
| Granite Bay Wealth Management, LLC | 800 | $221.0K | 0.07% | +800 | New |
| Heritage Oak Wealth Advisors LLC | 802 | $221.1K | 0.09% | +802 | New |
| Rench Wealth Management, Inc. | 803 | $221.2K | 0.07% | +803 | New |
| Marotta Asset Management | 803 | $221.4K | 0.04% | +803 | New |
| Elm Partners Management LLC | 806 | $222.0K | 0.01% | +806 | New |
| WealthTrust Axiom LLC | 807 | $222.3K | 0.07% | +807 | New |
| Eight 31 Financial LLC | 810 | $223.3K | 0.15% | −513−38.8% | Reduced |
| JDH Wealth Management, LLC | 810 | $223.3K | 0.17% | +810 | New |
| Ables, Iannone, Moore & Associates, Inc. | 812 | $223.8K | 0.14% | +812 | New |
| Valtinson Bruner Financial Planning LLC | 813 | $224.1K | 0.07% | +813 | New |
| Sather Financial Group Inc | 814 | $224.4K | 0.01% | +814 | New |
| Dale Q Rice Investment Management Ltd | 800 | $224.6K | 0.19% | −800−50.0% | Reduced |
| Fiducient Advisors LLC | 815 | $224.7K | 0.03% | +815 | New |
| Single Point Partners, LLC | 816 | $225.0K | 0.05% | +816 | New |
| Rexford Capital Inc | 818 | $225.5K | 0.19% | +818 | New |
| Meredith Wealth Planning | 819 | $225.8K | 0.08% | +819 | New |
| SS&H Financial Advisors, Inc. | 820 | $226.0K | 0.08% | +820 | New |
| Pacific Wealth Strategies Group, Inc. | 770 | $226.1K | 0.15% | +770 | New |
| Guardian Financial Partners, LLC | 822 | $226.7K | 0.10% | −1,401−63.0% | Reduced |
| CWS Financial Advisors, LLC | 825 | $227.4K | 0.07% | +825 | New |
| WestHill Financial Advisors, Inc. | 827 | $228.0K | 0.05% | +827 | New |
| Atlantic Edge Private Wealth Management, LLC | 828 | $228.2K | 0.06% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 831 | $229.1K | 0.12% | 00.0% | Unchanged |
| Quest Partners LLC | 836 | $230.4K | 0.02% | +132+18.8% | Added |
| HTG Investment Advisors, Inc. | 838 | $231.0K | 0.09% | +838 | New |
| Bernard Wealth Management Corp. | 840 | $231.5K | 0.11% | −612−42.1% | Reduced |
| Balance Wealth, LLC | 842 | $232.1K | 0.14% | +842 | New |
| Grant Private Wealth Management Inc | 845 | $233.0K | 0.13% | −7,684−90.1% | Reduced |
| Taylor Financial Group, Inc. | 847 | $233.5K | 0.15% | +847 | New |
| Continental Investors Services, Inc. | 849 | $233.9K | 0.42% | +849 | New |
| Sandler Capital Management | 850 | $234.3K | 0.08% | −7,516−89.8% | Reduced |
| Shearwater Capital LLC | 850 | $234.3K | 0.15% | +850 | New |
| Tucker Asset Management LLC | 852 | $234.9K | 0.08% | +852 | New |
| Successful Portfolios LLC | 855 | $235.7K | 0.14% | +855 | New |
| J Hagan Capital, Inc. | 818 | $235.8K | 0.16% | −134−14.1% | Reduced |
| Magnolia Private Wealth, LLC | 856 | $236.0K | 0.18% | +856 | New |
| Opulen Financial Group LLC | 857 | $236.2K | 0.19% | +857 | New |
| Pension & Wealth Management Advisors, Inc. | 856 | $236.4K | 0.08% | −615−41.8% | Reduced |
| Amarillo National Bank | 860 | $237.1K | 0.04% | +860 | New |
| Boyd Wealth Management, LLC | 861 | $237.2K | 0.10% | +861 | New |
| Grove Street Fiduciary, LLC | 866 | $238.7K | 0.12% | +866 | New |
| Elite Financial, Inc. | 803 | $239.0K | 0.12% | −199−19.9% | Reduced |
| Almanack Investment Partners, LLC. | 869 | $239.5K | 0.04% | +869 | New |
| Great Waters Wealth Management | 870 | $239.8K | 0.03% | +870 | New |
| One Wealth Advisors, LLC | 871 | $240.1K | 0.03% | +871 | New |
| Michael B. Yongue | 875 | $241.2K | 0.18% | +875 | New |
| HT Partners LLC | 875 | $241.2K | 0.07% | +875 | New |
| Flavin Financial Services, Inc. | 875 | $241.2K | 0.23% | +875 | New |
| Garrison Point Advisors, LLC | 880 | $242.6K | 0.11% | +880 | New |
| Jessup Wealth Management, Inc | 881 | $242.9K | 0.10% | +881 | New |
| TPG Financial Advisors, LLC | 883 | $243.4K | 0.10% | +883 | New |
| Allied Investment Advisors, LLC | 884 | $243.7K | 0.04% | +884 | New |