| Legacy Wealth Advisors, LLC | 464 | $354.1K | 0.15% | +464 | New |
| Essex Savings Bank | 466 | $355.6K | 0.08% | +466 | New |
| Patrick M Sweeney & Associates, Inc | 466 | $355.6K | 0.20% | +466 | New |
| My Purposeful Wealth Corp. | 467 | $356.1K | 0.07% | +467 | New |
| Investor's Fiduciary Advisor Network, LLC | 468 | $357.0K | 0.12% | +468 | New |
| Altfest L J & Co Inc | 468 | $357.1K | 0.03% | +468 | New |
| Northstar Financial Companies, Inc. | 468 | $357.3K | 0.24% | +468 | New |
| BCJ Capital Management, LLC | 470 | $358.7K | 0.02% | −180−27.7% | Reduced |
| Twelve Points Wealth Management LLC | 471 | $359.4K | 0.07% | +471 | New |
| 55 North Private Wealth, LLC | 471 | $359.4K | 0.07% | +471 | New |
| Gallagher Fiduciary Advisors, LLC | 472 | $360.2K | 0.01% | +472 | New |
| Gemmer Asset Management LLC | 473 | $361.0K | 0.02% | +473 | New |
| New Insight Wealth Advisors | 473 | $361.0K | 0.11% | +473 | New |
| Hamilton Point Investment Advisors, LLC | 473 | $361.0K | 0.05% | +473 | New |
| Endeavor Private Wealth, Inc. | 475 | $362.5K | 0.09% | +475 | New |
| 3Chopt Investment Partners, LLC | 475 | $362.5K | 0.07% | +475 | New |
| Liberty Square Wealth Partners LLC | 475 | $362.5K | 0.09% | +475 | New |
| Tripletail Wealth Management, LLC | 1,872 | $363.1K | 0.42% | +1,357+263.5% | Added |
| Sym Financial Corp | 477 | $364.0K | 0.03% | +477 | New |
| MGO Private Wealth, LLC | 1,620 | $364.8K | 1.81% | +1,620 | New |
| Accurate Wealth Management, LLC | 1,955 | $365.9K | 0.03% | +1,955 | New |
| Beacon Capital Management, LLC | 480 | $366.1K | 0.05% | +480 | New |
| Dunhill Financial, LLC | 480 | $367.0K | 0.08% | +6+1.3% | Added |
| Fullerton Fund Management Co Ltd. | 485 | $370.1K | 0.02% | +485 | New |
| Hartline Investment Corp | 486 | $370.9K | 0.03% | −29−5.6% | Reduced |
| Spurstone Advisory Services, LLC | 482 | $372.5K | 5.09% | +301+166.3% | Added |
| Bedel Financial Consulting, Inc. | 492 | $375.5K | 0.04% | +492 | New |
| Swiss Re Ltd | 493 | $376.2K | 0.03% | +453+1,132.5% | Added |
| Harbour Capital Advisors, LLC | 2,012 | $376.6K | 0.07% | +1,509+300.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 495 | $377.8K | 0.08% | +495 | New |
| Seven Springs Wealth Group, LLC | 495 | $377.8K | 0.08% | +495 | New |
| Atwood & Palmer Inc | 497 | $379.3K | 0.02% | +51+11.4% | Added |
| Valmark Advisers, Inc. | 497 | $379.3K | 0.00% | +497 | New |
| Fca Corp | 500 | $381.6K | 0.09% | +500 | New |
| First American Bank | 500 | $381.6K | 0.02% | +500 | New |
| Symmetry Peak Management LLC | 500 | $381.6K | 8.35% | +500 | New |
| Aries Wealth Management | 500 | $381.6K | 0.07% | +500 | New |
| APCM Wealth Management for Individuals | 500 | $381.6K | 0.04% | +500 | New |
| Haven Private, LLC | 500 | $381.6K | 0.15% | +500 | New |
| Buckland Partners Management Co LLC | 500 | $381.6K | 0.19% | +500 | New |
| First Citizens Bank & Trust Co | 501 | $382.3K | 0.01% | +501 | New |
| Markin Volterra Fund LP | 501 | $382.3K | 1.30% | +501 | New |
| Gerald Baker Financial Group LLC | 501 | $382.3K | 0.11% | +501 | New |
| Vision Capital Management, Inc. | 501 | $382.3K | 0.04% | −200−28.5% | Reduced |
| Naples Global Advisors, LLC | 501 | $382.3K | 0.02% | +501 | New |
| Jeter Robert S II | 2,044 | $382.6K | 0.37% | +1,536+302.4% | Added |
| Brandywine Oak Private Wealth LLC | 501 | $382.7K | 0.03% | +501 | New |
| Ignite Planners, LLC | 506 | $385.9K | 0.05% | +506 | New |
| Mandatum Life Insurance Co Ltd | 506 | $386.1K | 0.07% | −120−19.2% | Reduced |
| Legacy Wealth Management, LLC | 511 | $390.0K | 0.10% | +511 | New |
| TABR Capital Management, LLC | 513 | $391.5K | 0.33% | +513 | New |
| LVZ Advisors, Inc. | 514 | $392.3K | 0.04% | +514 | New |
| Benchmark Financial Wealth Advisors, LLC | 515 | $392.9K | 0.10% | −351−40.5% | Reduced |
| AlTi Global, Inc. | 515 | $393.0K | 0.01% | +515 | New |
| IFG Advisors, LLC | 517 | $394.3K | 0.05% | 00.0% | Unchanged |
| Midwest Financial Network, LLC | 517 | $394.5K | 0.27% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 517 | $394.7K | 0.04% | +517 | New |
| Wedge Capital Management L L P | 519 | $396.1K | 0.01% | −41−7.3% | Reduced |
| Winthrop Advisory Group LLC | 520 | $396.8K | 0.03% | +520 | New |
| Members Wealth LLC | 520 | $397.0K | 0.22% | −9−1.7% | Reduced |
| Dale Q Rice Investment Management Ltd | 521 | $397.6K | 0.22% | 00.0% | Unchanged |
| Integrity Financial Corp | 521 | $397.6K | 0.19% | +521 | New |
| Atlanta Consulting Group Advisors, LLC | 521 | $397.6K | 0.06% | +521 | New |
| Old Peak Finance LLC | 523 | $399.1K | 0.19% | +523 | New |
| Investment Planning Advisors, Inc. | 526 | $401.3K | 0.09% | +526 | New |
| Neo Ivy Capital Management | 526 | $401.4K | 0.09% | +526 | New |
| TD Private Client Wealth LLC | 526 | $401.4K | 0.01% | +39+8.0% | Added |
| PKS Advisory Services, LLC | 529 | $403.7K | 0.06% | +529 | New |
| Boston Private Wealth LLC | 530 | $404.5K | 0.03% | −19−3.5% | Reduced |
| Jacobsen Capital Management | 531 | $405.2K | 0.12% | −17−3.1% | Reduced |
| Eurizon SLJ Capital Ltd | 531 | $405.2K | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 533 | $406.8K | 0.04% | +533 | New |
| Holderness Investments Co | 536 | $409.0K | 0.07% | +536 | New |
| Calton & Associates, Inc. | 538 | $410.6K | 0.06% | −461−46.1% | Reduced |
| Fiduciary Family Office, LLC | 538 | $410.6K | 0.10% | −17−3.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 539 | $411.3K | 0.01% | +17+3.3% | Added |
| May Hill Capital, LLC | 539 | $411.3K | 0.09% | +539 | New |
| Sunflower Bank, N.A. | 539 | $411.3K | 0.10% | −29−5.1% | Reduced |
| Rockland Trust Co | 539 | $411.3K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 541 | $412.7K | 0.04% | +541 | New |
| Signet Private Wealth LLC | 542 | $413.6K | 0.33% | +542 | New |
| Hudock, Inc. | 543 | $414.4K | 0.05% | −38−6.5% | Reduced |
| Haverford Trust Co | 543 | $414.4K | 0.00% | +543 | New |
| Vantus Wealth LLC | 544 | $415.1K | 0.22% | +544 | New |
| First National Trust Co | 546 | $416.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 547 | $417.8K | 0.01% | +21+4.0% | Added |
| Laidlaw Wealth Management LLC | 548 | $418.2K | 1.19% | −664−54.8% | Reduced |
| Embree Financial Group | 549 | $419.0K | 0.04% | +549 | New |
| Wrapmanager Inc | 2,200 | $419.7K | 0.13% | +1,602+267.9% | Added |
| SP Asset Management LLC | 550 | $419.7K | 0.03% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 551 | $420.5K | 0.34% | −20−3.5% | Reduced |
| CVFG LLC | 552 | $421.3K | 0.04% | −165−23.0% | Reduced |
| Zuckerman Investment Group, LLC | 553 | $422.0K | 0.04% | 00.0% | Unchanged |
| Anchyra Partners LLC | 554 | $422.8K | 0.10% | +554 | New |
| Northbridge Financial Group, LLC | 555 | $423.5K | 0.16% | −4−0.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $423.5K | 0.10% | 0 | New |
| VARCOV Co. | 555 | $423.5K | 0.16% | +555 | New |
| McMahon Financial Advisors, LLC | 556 | $424.3K | 0.07% | +556 | New |
| Barnett & Company, Inc. | 557 | $425.1K | 0.31% | −10−1.8% | Reduced |
| Univest Financial Corp | 557 | $425.1K | 0.02% | +557 | New |
