| Bernardo Wealth Planning LLC | 597 | $201.9K | 0.03% | +597 | New |
| Partners Wealth Management, LLC | 597 | $201.9K | 0.20% | +597 | New |
| Thrive Capital Management, LLC | 599 | $202.5K | 0.04% | +599 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 599 | $202.7K | 0.10% | +599 | New |
| West Branch Capital LLC | 600 | $202.9K | 0.05% | −1,898−76.0% | Reduced |
| Summa Corp. | 600 | $202.9K | 0.06% | −310−34.1% | Reduced |
| 1620 Investment Advisors, Inc. | 600 | $202.9K | 0.13% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 600 | $202.9K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 600 | $202.9K | 0.02% | +600 | New |
| Staley Capital Advisers Inc | 600 | $202.9K | 0.01% | +600 | New |
| Violich Capital Management, Inc. | 600 | $202.9K | 0.02% | +600 | New |
| Aull & Monroe Investment Management Corp | 600 | $202.9K | 0.08% | +600 | New |
| McKinley Carter Wealth Services, Inc. | 600 | $202.9K | 0.01% | +600 | New |
| Pinnacle Family Advisors, LLC | 600 | $202.9K | 0.09% | +600 | New |
| Capital Planning LLC | 600 | $202.9K | 0.06% | +600 | New |
| Orion Investment Co | 600 | $202.9K | 0.06% | +600 | New |
| Warren Street Wealth Advisors, LLC | 602 | $203.6K | 0.05% | +602 | New |
| Avion Wealth | 605 | $204.0K | 0.04% | +22+3.8% | Added |
| Carmel Capital Partners, LLC | 604 | $204.3K | 0.07% | +604 | New |
| Generations Wealth, LLC | 604 | $204.3K | 0.19% | +604 | New |
| Frederick Financial Consultants, LLC | 604 | $204.4K | 0.09% | +604 | New |
| Howard Bailey Securities, LLC | 604 | $204.4K | 0.08% | +604 | New |
| Kentucky Trust Co | 605 | $204.6K | 0.10% | 00.0% | Unchanged |
| NewSquare Capital LLC | 605 | $204.7K | 0.02% | +605 | New |
| Lionshead Wealth Management, LLC | 606 | $205.0K | 0.13% | +606 | New |
| Rachor Investment Advisory Services, LLC | 606 | $205.1K | 0.10% | +2+0.3% | Added |
| Arlington Trust Co LLC | 607 | $205.3K | 0.02% | +43+7.6% | Added |
| Sensenig Capital Advisors, Inc | 607 | $205.3K | 0.19% | +607 | New |
| Vann Equity Management LLC | 607 | $205.5K | 0.12% | +607 | New |
| Clearwave Capital, LLC | 608 | $205.5K | 0.11% | +608 | New |
| Permanens Capital L.P. | 608 | $205.7K | 0.02% | +608 | New |
| Carson Advisory Inc. | 608 | $205.7K | 0.09% | +608 | New |
| Southland Equity Partners LLC | 609 | $205.9K | 0.04% | +609 | New |
| Kohmann Bosshard Financial Services, LLC | 609 | $206.0K | 0.02% | +609 | New |
| West Paces Advisors Inc. | 611 | $206.7K | 0.03% | +611 | New |
| Regimen Wealth, LLC | 611 | $206.8K | 0.06% | +611 | New |
| Biltmore Family Office, LLC | 613 | $207.3K | 0.03% | +613 | New |
| Hilltop Partners LLC | 615 | $208.0K | 0.05% | +615 | New |
| Advisory Resource Group | 617 | $208.7K | 0.03% | +617 | New |
| BlackDiamond Wealth Management Inc. | 616 | $208.7K | 0.08% | +616 | New |
| Burney Co | 619 | $209.4K | 0.01% | +619 | New |
| Professional Financial Advisors, LLC | 620 | $209.7K | 0.04% | +620 | New |
| Retirement Income Solutions, Inc | 695 | $210.2K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 624 | $211.1K | 0.26% | −1,021−62.1% | Reduced |
| RKL Wealth Management LLC | 624 | $211.2K | 0.02% | +624 | New |
| Dumont & Blake Investment Advisors LLC | 625 | $211.4K | 0.05% | +625 | New |
| Argyle Capital Partners, LLC | 625 | $211.6K | 0.13% | +625 | New |
| Colonial River Wealth Management, LLC | 626 | $211.7K | 0.06% | +626 | New |
| New World Advisors LLC | 627 | $212.1K | 0.04% | −59−8.6% | Reduced |
| Strategic Financial Services, Inc, | 628 | $212.4K | 0.01% | +628 | New |
| Vision Capital Management, Inc. | 629 | $212.8K | 0.02% | +629 | New |
| Mirador Capital Partners LP | 630 | $213.1K | 0.03% | +630 | New |
| Symmetry Partners, LLC | 630 | $213.1K | 0.01% | +630 | New |
| Traveka Wealth, LLC | 631 | $213.4K | 0.07% | +631 | New |
| Signature Equity Partners, LLC | 634 | $214.4K | 0.10% | +72+12.8% | Added |
| Western Pacific Wealth Management, LP | 634 | $214.5K | 0.19% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 634 | $214.6K | 0.17% | +634 | New |
| Wayfinding Financial, LLC | 637 | $215.0K | 0.08% | +637 | New |
| Semus Wealth Partners LLC | 636 | $215.1K | 0.10% | +636 | New |
| Hibernia Wealth Partners, LLC | 636 | $215.3K | 0.12% | −1,001−61.1% | Reduced |
| SevenBridge Financial Group, LLC | 632 | $215.5K | 0.03% | 00.0% | Unchanged |
| Carrera Capital Advisors | 638 | $215.7K | 0.03% | +638 | New |
| WealthCollab, LLC | 638 | $215.8K | 0.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $216.5K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 640 | $216.6K | 0.01% | −74−10.4% | Reduced |
| FSA Advisors, Inc. | 642 | $217.2K | 0.10% | +642 | New |
| First American Trust, FSB | 643 | $217.4K | 0.01% | +643 | New |
| Octavia Wealth Advisors, LLC | 643 | $217.6K | 0.02% | −53−7.6% | Reduced |
| RVW Wealth, LLC | 645 | $218.2K | 0.01% | +645 | New |
| Falcon Wealth Planning | 646 | $218.4K | 0.01% | −226−25.9% | Reduced |
| Second Half Financial Partners, LLC | 646 | $218.5K | 0.09% | +646 | New |
| Stony Point Wealth Management Inc. | 646 | $218.5K | 0.08% | +646 | New |
| Atlas Capital Advisors LLC | 647 | $218.8K | 0.02% | +268+70.7% | Added |
| Oarsman Capital, Inc. | 648 | $219.2K | 0.02% | +648 | New |
| Avid Wealth Partners LLC | 648 | $219.2K | 0.11% | −30−4.4% | Reduced |
| Occidental Asset Management, LLC | 648 | $219.2K | 0.02% | +648 | New |
| Bennett Selby Investments LP | 648 | $219.2K | 0.07% | +648 | New |
| PMG Family Office LLC | 648 | $219.2K | 0.20% | +648 | New |
| Aegis Wealth Management LLC | 649 | $219.5K | 0.10% | +649 | New |
| Omnia Family Wealth, LLC | 649 | $219.5K | 0.06% | +649 | New |
| Cogent Private Wealth, Inc. | 649 | $219.5K | 0.14% | +649 | New |
| Kingsman Wealth Management, Inc. | 649 | $219.6K | 0.10% | −225−25.7% | Reduced |
| Front Street Capital Management, Inc. | 650 | $219.9K | 0.02% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 650 | $219.9K | 0.10% | +650 | New |
| PMG Wealth Management, Inc. | 650 | $219.9K | 0.14% | +650 | New |
| Eldridge Investment Advisors, Inc. | 652 | $220.5K | 0.04% | +652 | New |
| Tactive Advisors, LLC | 653 | $220.9K | 0.05% | −165−20.2% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 654 | $221.2K | 0.09% | +654 | New |
| Heritage Family Offices, LLP | 654 | $221.2K | 0.09% | +654 | New |
| Holcombe Financial, Inc. | 655 | $221.5K | 0.13% | +655 | New |
| Johnson Financial Group, LLC | 655 | $221.6K | 0.01% | +655 | New |
| David J Yvars Group | 655 | $221.6K | 0.11% | +655 | New |
| Buckley Wealth Management, LLC | 655 | $221.6K | 0.05% | −358−35.3% | Reduced |
| Hall Laurie J Trustee | 656 | $221.9K | 0.07% | +656 | New |
| B.O.S.S. Retirement Advisors, LLC | 657 | $222.3K | 0.06% | +657 | New |
| Riversedge Advisors, LLC | 658 | $222.5K | 0.03% | +658 | New |
| Westchester Capital Management, Inc. | 660 | $223.2K | 0.04% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 660 | $223.2K | 0.05% | +660 | New |
| Daner Wealth Management, LLC | 650 | $223.4K | 0.12% | +650 | New |
| Warwick Investment Management, Inc. | 662 | $223.9K | 0.03% | +662 | New |
