| Wolff Wiese Magana LLC | 609 | $169.0K | 0.12% | +104+20.6% | Added |
| West Paces Advisors Inc. | 613 | $170.4K | 0.06% | +17+2.9% | Added |
| McClarren Financial Advisors, Inc. | 652 | $180.0K | 0.15% | 00.0% | Unchanged |
| First Washington CORP | 650 | $181.0K | 0.07% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 650 | $181.0K | 0.24% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 659 | $183.0K | 0.03% | −51−7.2% | Reduced |
| Sit Investment Associates Inc | 658 | $183.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Community Foundation | 665 | $184.8K | 0.01% | −70−9.5% | Reduced |
| Fortis Advisors, LLC | 674 | $187.0K | 0.11% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 675 | $188.0K | 0.01% | −295−30.4% | Reduced |
| KB Financial Partners, LLC | 679 | $189.0K | 0.07% | −1−0.1% | Reduced |
| Acima Private Wealth, LLC | 679 | $189.0K | 0.09% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 709 | $197.0K | 0.11% | +709 | New |
| Atlas Private Wealth Advisors | 713 | $198.0K | 0.11% | +20+2.9% | Added |
| Fulcrum Capital LLC | 721 | $200.0K | 0.05% | −304−29.7% | Reduced |
| Shilanski & Associates, Inc. | 721 | $200.0K | 0.10% | +721 | New |
| Full Sail Capital, LLC | 722 | $201.0K | 0.02% | −88−10.9% | Reduced |
| Accretive Wealth Partners, LLC | 725 | $201.0K | 0.14% | +725 | New |
| Axiom Investment Management LLC | 732 | $204.0K | 0.16% | +732 | New |
| S. R. Schill & Associates | 734 | $204.0K | 0.08% | +734 | New |
| Front Row Advisors LLC | 719 | $205.0K | 0.08% | −4−0.6% | Reduced |
| Lake Point Wealth Management | 736 | $205.0K | 0.10% | +736 | New |
| Sentinel Pension Advisors Inc | 737 | $205.0K | 0.07% | +737 | New |
| Catalyst Capital Advisors LLC | 740 | $206.0K | 0.01% | −410−35.7% | Reduced |
| FAI Wealth Management | 750 | $208.0K | 0.18% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 750 | $208.0K | 0.03% | +750 | New |
| Mawer Investment Management Ltd. | 750 | $208.0K | 0.00% | +750 | New |
| Prism Advisors, Inc. | 750 | $208.0K | 0.07% | +750 | New |
| Foresight Wealth Management, LLC | 750 | $208.0K | 0.09% | +750 | New |
| Signature Wealth Management Partners, LLC | 750 | $208.0K | 0.19% | +750 | New |
| Peninsula Asset Management Inc | 757 | $210.0K | 0.11% | +757 | New |
| Safeguard Investment Advisory Group, LLC | 758 | $210.0K | 0.15% | +758 | New |
| Guardian Wealth Advisors, LLC | 756 | $210.0K | 0.18% | +756 | New |
| Altshuler Shaham Ltd | 758 | $211.0K | 0.00% | +465+158.7% | Added |
| Doliver Advisors, LP | 761 | $211.0K | 0.07% | +761 | New |
| Wealth Enhancement & Preservation of GA, LLC | 762 | $212.0K | 0.16% | +762 | New |
| Truadvice, LLC | 755 | $212.0K | 0.05% | +755 | New |
| Barnett & Company, Inc. | 769 | $214.0K | 0.14% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 774 | $215.0K | 0.03% | +774 | New |
| Brickley Wealth Management | 774 | $215.0K | 0.05% | +774 | New |
| Bridge Creek Capital Management LLC | 777 | $216.0K | 0.08% | −25−3.1% | Reduced |
| Planning Alternatives Ltd | 780 | $217.0K | 0.04% | −50−6.0% | Reduced |
| J Arnold Wealth Management Co | 780 | $217.0K | 0.11% | +780 | New |
| Investors Asset Management of Georgia Inc | 785 | $218.0K | 0.12% | +785 | New |
| Harborview Advisors, LLC | 790 | $220.0K | 0.12% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 793 | $220.0K | 0.04% | +793 | New |
| Chiron Capital Management, LLC | 796 | $221.0K | 0.18% | 00.0% | Unchanged |
| Santori & Peters | 801 | $222.0K | 0.13% | +2+0.3% | Added |
| 17 Capital Partners, LLC | 800 | $222.0K | 0.21% | +800 | New |
| Plotkin Financial Advisors, LLC | 800 | $222.3K | 0.12% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 807 | $224.0K | 0.06% | −50−5.8% | Reduced |
| WC Walker & Associates, Inc. | 801 | $224.0K | 0.12% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 805 | $224.0K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 811 | $225.0K | 0.00% | +811 | New |
| TLWM | 811 | $225.0K | 0.08% | +811 | New |
| Walled Lake Planning & Wealth Management, LLC | 814 | $226.0K | 0.15% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 807 | $226.0K | 0.13% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 817 | $227.0K | 0.05% | +10+1.2% | Added |
| Planning Directions Inc | 818 | $227.0K | 0.17% | +818 | New |
| O'Brien Wealth Partners LLC | 811 | $227.0K | 0.08% | +811 | New |
| Geier Asset Management, Inc. | 819 | $228.0K | 0.16% | −75−8.4% | Reduced |
| PrairieView Partners, LLC | 820 | $228.0K | 0.03% | +1+0.1% | Added |
| Old North State Trust, LLC | 820 | $228.0K | 0.17% | +80+10.8% | Added |
| Capital Investment Counsel, Inc | 820 | $228.0K | 0.05% | +820 | New |
| Hilton Capital Management, LLC | 825 | $229.0K | 0.02% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 803 | $229.0K | 0.09% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 827 | $230.0K | 0.15% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 831 | $231.0K | 0.14% | +831 | New |
| BCM Advisors, LLC | 850 | $232.0K | 0.06% | 00.0% | Unchanged |
| Foster & Motley Inc | 836 | $232.0K | 0.02% | +14+1.7% | Added |
| Westover Capital Advisors, LLC | 838 | $233.0K | 0.07% | 00.0% | Unchanged |
| Seascape Capital Management | 841 | $234.0K | 0.12% | +20+2.4% | Added |
| Wealthstar Advisors, LLC | 849 | $235.0K | 0.09% | +849 | New |
| New England Investment & Retirement Group, Inc. | 850 | $236.0K | 0.05% | +13+1.6% | Added |
| Menard Financial Group LLC | 849 | $236.0K | 0.22% | +849 | New |
| Pinnacle Wealth Management Group, Inc. | 850 | $236.0K | 0.17% | +850 | New |
| Guidance Point Advisors, LLC | 856 | $237.0K | 0.09% | −18−2.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 852 | $237.0K | 0.15% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 853 | $237.0K | 0.19% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 857 | $238.0K | 0.13% | −56−6.1% | Reduced |
| Benjamin Edwards Inc | 855 | $238.0K | 0.16% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 855 | $238.0K | 0.18% | +855 | New |
| jvl associates llc | 859 | $239.0K | 0.16% | +859 | New |
| Northeast Financial Group, Inc. | 863 | $239.8K | 0.16% | 00.0% | Unchanged |
| Ibex Investors LLC | 865 | $240.0K | 0.15% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 878 | $244.0K | 0.06% | +878 | New |
| Affinity Wealth Management LLC | 875 | $245.0K | 0.05% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 880 | $245.0K | 0.04% | −36−3.9% | Reduced |
| St. Johns Investment Management Company, LLC | 880 | $245.0K | 0.13% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 881 | $245.0K | 0.22% | 00.0% | Unchanged |
| Capital One Financial Corp | 884 | $246.0K | 0.03% | −33−3.6% | Reduced |
| Blueprint Investment Partners LLC | 897 | $249.0K | 0.20% | −160−15.1% | Reduced |
| Terra Nova Asset Management LLC | 896 | $249.0K | 0.21% | −65−6.8% | Reduced |
| Colonial River Wealth Management, LLC | 896 | $249.0K | 0.18% | +50+5.9% | Added |
| Monument Capital Management | 896 | $249.0K | 0.09% | +54+6.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 897 | $249.0K | 0.12% | +82+10.1% | Added |
| Ellevest, Inc. | 896 | $249.0K | 0.02% | +509+131.5% | Added |
| Armstrong Shaw Associates Inc | 900 | $250.0K | 0.22% | 00.0% | Unchanged |
| Earnest Partners LLC | 901 | $250.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 900 | $250.0K | 0.12% | 00.0% | Unchanged |