| Black Diamond Financial, LLC | 545 | $205.9K | 0.02% | −367−40.2% | Reduced |
| Quarry Hill Advisors, LLC | 545 | $205.9K | 0.08% | +24+4.6% | Added |
| Dodds Wealth, LLC | 547 | $206.7K | 0.05% | +547 | New |
| Altiora Financial Group, LLC | 548 | $207.0K | 0.03% | +548 | New |
| Israel Discount Bank of New York | 549 | $207.4K | 0.38% | +549 | New |
| Ardent Capital Management, Inc. | 550 | $207.8K | 0.09% | +550 | New |
| WS Portfolio Advisory, LLC | 550 | $207.8K | 5.13% | +100+22.2% | Added |
| Rodgers & Associates, LTD | 551 | $208.1K | 0.02% | +551 | New |
| Kinetic Wealth Investment Advisors LLC | 553 | $209.0K | 0.10% | +553 | New |
| Paul R. Ried Financial Group, LLC | 554 | $209.3K | 0.09% | +554 | New |
| New Dimensions Wealth Management, LLC | 554 | $209.3K | 0.16% | +554 | New |
| Beaton Management Co. Inc. | 555 | $210.0K | 0.09% | +555 | New |
| Portland Global Advisors LLC | 556 | $210.0K | 0.02% | +556 | New |
| Stephenson & Company, Inc. | 559 | $211.2K | 0.10% | +559 | New |
| Arcadia Wealth Management, Inc. | 560 | $211.5K | 0.10% | +560 | New |
| Viaable, LLC | 575 | $212.2K | 0.18% | +575 | New |
| Financial Network Wealth Management LLC | 566 | $213.0K | 0.06% | +566 | New |
| Town Capital LLC | 565 | $213.4K | 0.14% | +565 | New |
| Farrow Financial Inc. | 565 | $213.4K | 0.11% | +565 | New |
| Tufton Capital Management | 568 | $214.0K | 0.04% | +568 | New |
| Droms Strauss Advisors Inc | 569 | $214.9K | 0.05% | +569 | New |
| Corepath Wealth Partners LLC | 553 | $215.1K | 0.13% | +553 | New |
| Enzi Wealth | 554 | $215.6K | 0.07% | +554 | New |
| Liberty Capital Management, Inc. | 571 | $215.7K | 0.04% | +571 | New |
| IMPACTfolio, LLC | 571 | $215.7K | 0.08% | +571 | New |
| GEN Financial Management, INC. | 574 | $216.8K | 0.13% | −539−48.4% | Reduced |
| Oak Asset Management, LLC | 575 | $217.2K | 0.07% | +575 | New |
| apricus wealth, LLC | 575 | $217.2K | 0.10% | +575 | New |
| Armstrong, Fleming & Moore, Inc | 576 | $217.6K | 0.07% | +576 | New |
| Hillcrest Wealth Advisors - NY, LLC | 577 | $218.0K | 0.08% | +577 | New |
| Ssa Swiss Advisors AG | 577 | $218.0K | 0.08% | +577 | New |
| Bare Financial Services, Inc | 581 | $219.5K | 0.05% | +204+54.1% | Added |
| Refined Wealth Management | 581 | $219.5K | 0.13% | +581 | New |
| Libra Wealth LLC | 581 | $219.5K | 0.06% | +581 | New |
| Tenon Financial LLC | 581 | $219.6K | 0.07% | +581 | New |
| Unify Financial Advisors | 582 | $219.9K | 0.20% | +582 | New |
| Richmond Investment Services, LLC | 583 | $220.1K | 0.07% | −2,275−79.6% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 584 | $220.8K | 0.12% | +584 | New |
| Grange Capital, LLC | 585 | $220.9K | 0.20% | +585 | New |
| ARK & TLK Investments, LLC | 585 | $221.0K | 0.05% | +585 | New |
| Orin Green Financial, LLC | 587 | $221.7K | 0.08% | +587 | New |
| Strathmore Capital Advisors, Inc. | 574 | $221.9K | 0.06% | −159−21.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 587 | $221.9K | 0.05% | +587 | New |
| Waterford Advisors, LLC | 589 | $222.6K | 0.06% | +589 | New |
| Peak Financial Management, Inc. | 591 | $223.6K | 0.05% | −145−19.7% | Reduced |
| Grant Street Asset Management, Inc. | 593 | $224.0K | 0.04% | −567−48.9% | Reduced |
| Essential Planning, LLC. | 593 | $224.0K | 0.06% | +593 | New |
| HT Partners LLC | 597 | $225.5K | 0.06% | −71−10.6% | Reduced |
| Security National Bank of Sioux City Iowa | 600 | $226.7K | 0.09% | +600 | New |
| Twinbeech Capital LP | 600 | $226.7K | 0.04% | +600 | New |
| Robinson Smith Wealth Advisors LLC | 600 | $226.7K | 0.14% | +600 | New |
| Kieckhefer Group LLC | 601 | $227.0K | 0.09% | +601 | New |
| Elite Financial, Inc. | 605 | $228.0K | 0.09% | −200−24.8% | Reduced |
| Stonekeep Investments, LLC | 603 | $228.0K | 0.13% | +603 | New |
| Financial Strategies Group, Inc. | 590 | $228.0K | 0.04% | +103+21.1% | Added |
| Integrated Capital Management, LLC | 607 | $229.2K | 0.08% | −236−28.0% | Reduced |
| Papp L Roy & Associates | 607 | $229.3K | 0.02% | +607 | New |
| WESPAC Advisors, LLC | 609 | $230.1K | 0.11% | −89−12.8% | Reduced |
| Layline Advisors, LLC | 609 | $230.1K | 0.21% | +609 | New |
| Meramec Financial Planners, LLC | 602 | $230.7K | 0.08% | −32−5.0% | Reduced |
| Brooklyn FI, LLC | 582 | $230.9K | 0.04% | +582 | New |
| Provident Wealth Management, LLC | 612 | $231.2K | 0.06% | +612 | New |
| XP Advisory US, Inc. | 613 | $231.6K | 0.13% | +613 | New |
| LVZ Advisors, Inc. | 613 | $231.7K | 0.02% | +613 | New |
| Steadtrust LLC | 615 | $232.3K | 0.12% | +615 | New |
| Stage Harbor Financial, LLC | 617 | $233.1K | 0.13% | +617 | New |
| Crescent Grove Advisors, LLC | 619 | $233.7K | 0.02% | −28−4.3% | Reduced |
| Aurelius Family Office LLC | 620 | $234.2K | 0.09% | +620 | New |
| Innovator Capital Management, LLC | 621 | $234.6K | 0.01% | −183−22.8% | Reduced |
| Bender Robert & Associates | 622 | $235.0K | 0.05% | −48−7.2% | Reduced |
| Zenith Solutions, Inc. | 623 | $235.4K | 0.21% | +623 | New |
| Lifetime Wealth Management P.C. | 623 | $235.5K | 0.14% | −82−11.6% | Reduced |
| Clear Point Advisors Inc. | 627 | $236.9K | 0.21% | +627 | New |
| Parthenon LLC | 630 | $238.0K | 0.02% | −160−20.3% | Reduced |
| Ehrenkranz Partners L.P. | 630 | $238.0K | 0.14% | +630 | New |
| Odyssey Group, LLC | 632 | $238.7K | 0.06% | +632 | New |
| Firestone Capital Management | 633 | $239.1K | 0.04% | +633 | New |
| Brindle & Bay Financial Advisors, LLC | 634 | $239.5K | 0.12% | +634 | New |
| Certior Financial Group, LLC | 634 | $239.5K | 0.13% | −38−5.7% | Reduced |
| Stolz & Associates, PS | 635 | $239.9K | 0.15% | +38+6.4% | Added |
| Gerald Baker Financial Group LLC | 635 | $239.9K | 0.07% | +635 | New |
| Hurlow Wealth Management Group, Inc. | 636 | $240.2K | 0.05% | +636 | New |
| Northern Capital Management, Inc. | 636 | $240.3K | 0.10% | −420−39.8% | Reduced |
| Elevate Wealth Advisory, Inc | 637 | $240.6K | 0.14% | +637 | New |
| HFR Wealth Management, LLC | 639 | $241.5K | 0.06% | −40−5.9% | Reduced |
| Jordan Park Trust Co LLC | 641 | $242.1K | 0.17% | −45−6.6% | Reduced |
| Rinkey Investments | 641 | $242.1K | 0.06% | +641 | New |
| Bruce G. Allen Investments, LLC | 642 | $242.5K | 0.15% | −262−29.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 642 | $242.6K | 0.05% | +642 | New |
| Succession Financial, Inc. | 643 | $242.7K | 0.24% | +643 | New |
| Hartford Financial Management Inc. | 643 | $242.9K | 0.05% | +400+164.6% | Added |
| First Financial Group Corp | 643 | $242.9K | 0.18% | +643 | New |
| Tilia Fiduciary Partners, Inc. | 644 | $243.4K | 0.12% | +644 | New |
| Centennial Advisors, LLC | 645 | $243.6K | 0.29% | +645 | New |
| Clayton Financial Group LLC | 645 | $243.7K | 0.13% | −257−28.5% | Reduced |
| GEM Asset Management, LLC | 648 | $244.9K | 0.10% | +648 | New |
| Praetorian Wealth Management, Inc. | 650 | $245.5K | 0.04% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 652 | $246.3K | 0.16% | +652 | New |
| Kapstone Financial Advisors LLC | 654 | $247.0K | 0.10% | +654 | New |
| Mullooly Asset Management, Inc. | 655 | $247.4K | 0.08% | 00.0% | Unchanged |
