| DGS Capital Management, LLC | 694 | $208.9K | 0.04% | +694 | New |
| Wallington Asset Management, LLC | 695 | $209.1K | 0.03% | +695 | New |
| Proactive Wealth Strategies LLC | 697 | $209.5K | 0.09% | +697 | New |
| Lake Street Financial LLC | 698 | $209.8K | 0.03% | +698 | New |
| Bristlecone Advisors, LLC | 698 | $210.0K | 0.02% | +698 | New |
| Paul Damon & Associates, Inc. | 699 | $210.3K | 0.10% | +699 | New |
| BlueChip Wealth Advisors LLC | 699 | $210.3K | 0.09% | +699 | New |
| Resurgent Financial Advisors LLC | 699 | $210.4K | 0.10% | +699 | New |
| Pachira Investments Inc. | 700 | $210.5K | 0.12% | +700 | New |
| Claris Financial LLC | 702 | $211.1K | 0.12% | +702 | New |
| Patriot Investment Management Inc. | 702 | $211.2K | 0.01% | +702 | New |
| Avenue 1 Advisors, LLC | 704 | $211.7K | 0.07% | −97−12.1% | Reduced |
| Chemung Canal Trust Co | 704 | $211.8K | 0.04% | +704 | New |
| WestHill Financial Advisors, Inc. | 705 | $212.2K | 0.04% | +705 | New |
| Global Trust Asset Management, LLC | 706 | $212.4K | 0.10% | −11−1.5% | Reduced |
| IFG Advisors, LLC | 706 | $212.4K | 0.03% | +706 | New |
| Shayne & Co., LLC | 707 | $212.7K | 0.07% | +707 | New |
| Tradition Wealth Management, LLC | 707 | $212.7K | 0.02% | +707 | New |
| Stone Run Capital, LLC | 708 | $212.9K | 0.08% | +708 | New |
| Satovsky Asset Management LLC | 710 | $213.5K | 0.04% | +710 | New |
| Core Alternative Capital | 710 | $213.6K | 0.06% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 710 | $213.7K | 0.11% | −231−24.5% | Reduced |
| Cherrydale Wealth Management, LLC | 711 | $214.0K | 0.07% | +711 | New |
| Rooted Wealth Advisors, Inc. | 721 | $214.1K | 0.07% | +721 | New |
| Mayfair Advisory Group, LLC | 712 | $214.2K | 0.09% | +712 | New |
| Private Wealth Partners, LLC | 713 | $214.5K | 0.02% | +713 | New |
| WorthPointe, LLC | 713 | $214.6K | 0.08% | +713 | New |
| Arkfeld Wealth Strategies, L.L.C. | 723 | $214.7K | 0.08% | +723 | New |
| GW&K Investment Management, LLC | 714 | $215.0K | 0.00% | +34+5.0% | Added |
| Saxony Capital Management, LLC | 715 | $215.1K | 0.14% | +715 | New |
| Signal Tree Financial Partners LLC | 716 | $215.3K | 0.17% | +716 | New |
| ORG Wealth Partners, LLC | 716 | $215.4K | 0.05% | +50+7.5% | Added |
| JGP Wealth Management, LLC | 723 | $216.5K | 0.02% | +723 | New |
| Colonial River Wealth Management, LLC | 720 | $216.6K | 0.08% | −275−27.6% | Reduced |
| DecisionMap Wealth Management, LLC | 722 | $217.2K | 0.14% | +722 | New |
| Financial Advisory Corp | 725 | $218.0K | 0.06% | +725 | New |
| Sierra Ocean, LLC | 725 | $218.2K | 0.18% | −93−11.4% | Reduced |
| Leelyn Smith, LLC | 726 | $218.3K | 0.03% | +726 | New |
| Richard P Slaughter Associates Inc | 727 | $218.7K | 0.05% | +727 | New |
| Capital Squared Financial LLC | 729 | $219.2K | 0.19% | +729 | New |
| Prostatis Group LLC | 729 | $219.4K | 0.05% | +729 | New |
| Towerpoint Wealth, LLC | 731 | $220.0K | 0.09% | +731 | New |
| EPG Wealth Management LLC | 731 | $220.0K | 0.06% | +731 | New |
| Argentarii, LLC | 732 | $220.2K | 0.09% | +732 | New |
| Sara-Bay Financial | 733 | $220.5K | 0.06% | +733 | New |
| Jag Capital Management, LLC | 733 | $220.6K | 0.02% | +733 | New |
| Fulcrum Equity Management | 734 | $220.8K | 0.22% | +734 | New |
| Birchcreek Wealth Management, LLC | 734 | $220.8K | 0.11% | +734 | New |
| Callahan Advisors, LLC | 736 | $221.3K | 0.02% | −260−26.1% | Reduced |
| Meridian Wealth Partners, LLC | 736 | $221.3K | 0.03% | +736 | New |
| Pzena Investment Management LLC | 736 | $221.4K | 0.00% | +736 | New |
| GW Henssler & Associates Ltd | 736 | $221.4K | 0.01% | +736 | New |
| Inman Jager Wealth Management, LLC | 736 | $221.4K | 0.14% | +736 | New |
| JPL Wealth Management, LLC | 737 | $221.7K | 0.05% | +737 | New |
| Paragon Capital Management Ltd | 738 | $222.1K | 0.04% | +738 | New |
| Keebeck Wealth Management, LLC | 739 | $222.6K | 0.03% | +739 | New |
| Wealth Forward, LLC | 740 | $222.6K | 0.13% | +740 | New |
| Fairview Capital Investment Management, LLC | 741 | $222.9K | 0.01% | +741 | New |
| DF Dent & Co Inc | 741 | $222.9K | 0.00% | +741 | New |
| Avid Wealth Partners LLC | 743 | $223.8K | 0.11% | +743 | New |
| Horizon Advisory Services, Inc. | 744 | $223.8K | 0.11% | +744 | New |
| Affinity Capital Advisors, LLC | 749 | $224.3K | 0.03% | +749 | New |
| Fulton Breakefield Broenniman LLC | 746 | $224.4K | 0.01% | +746 | New |
| Somerville Kurt F | 747 | $224.7K | 0.04% | +747 | New |
| CLG LLC | 749 | $225.3K | 0.06% | +749 | New |
| Summit Wealth Partners, LLC | 750 | $225.6K | 0.04% | +750 | New |
| Peck Wealth Management, LLC | 750 | $225.6K | 0.22% | +750 | New |
| Vista Investment Partners II, LLC | 756 | $227.6K | 0.11% | +756 | New |
| Sagace Wealth Management LLC | 757 | $227.7K | 0.16% | −213−22.0% | Reduced |
| Summit Financial Strategies, Inc. | 757 | $227.8K | 0.02% | +757 | New |
| Charles Schwab Trust Co | 758 | $228.0K | 0.02% | −116−13.3% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 760 | $228.7K | 0.13% | +760 | New |
| Core Wealth Management, Inc. | 761 | $228.9K | 0.07% | +761 | New |
| Garden State Investment Advisory Services LLC | 759 | $229.1K | 0.06% | +759 | New |
| Financial Life Planners | 762 | $229.1K | 0.15% | +762 | New |
| Goepper Burkhardt LLC | 762 | $229.1K | 0.08% | +762 | New |
| Bell Investment Advisors, Inc | 762 | $229.2K | 0.04% | −26−3.3% | Reduced |
| Atlantic Trust, LLC | 763 | $229.6K | 0.04% | −53−6.5% | Reduced |
| Greenhouse Wealth Management, LLC | 764 | $229.8K | 0.14% | +764 | New |
| Acorn Creek Capital LLC | 765 | $230.1K | 0.09% | +765 | New |
| Yoder Wealth Management, Inc. | 767 | $230.7K | 0.11% | −14−1.8% | Reduced |
| Cercano Management LLC | 769 | $231.3K | 0.01% | +769 | New |
| Harmony Asset Management LLC | 769 | $231.4K | 0.08% | +769 | New |
| Hutchinson Capital Management | 770 | $231.6K | 0.04% | +770 | New |
| Orca Wealth Management, LLC | 771 | $231.9K | 0.18% | −176−18.6% | Reduced |
| Maridea Wealth Management LLC | 767 | $232.2K | 0.04% | +767 | New |
| New England Capital Financial Advisors LLC | 772 | $232.3K | 0.10% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 773 | $232.5K | 0.04% | +773 | New |
| Summit Wealth & Retirement Planning, Inc. | 773 | $232.7K | 0.06% | +773 | New |
| Riverstone Advisors, LLC | 775 | $233.0K | 0.11% | +775 | New |
| Long Run Wealth Advisors, LLC | 776 | $233.5K | 0.05% | +776 | New |
| Itau Unibanco Holding S.A. | 778 | $234.0K | 0.01% | −133−14.6% | Reduced |
| Financial Insights, Inc. | 780 | $234.6K | 0.08% | +780 | New |
| NorthStar Asset Management LLC | 781 | $234.8K | 0.11% | +1+0.1% | Added |
| M. Kulyk & Associates, LLC | 782 | $235.2K | 0.05% | 00.0% | Unchanged |
| St. Louis Trust Co | 786 | $236.4K | 0.03% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 787 | $236.6K | 0.02% | +787 | New |
| NFP Retirement, Inc. | 788 | $237.2K | 0.02% | −350−30.8% | Reduced |
| Mustard Seed Financial, LLC | 789 | $237.3K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 789 | $237.4K | 0.01% | −35−4.2% | Reduced |