| Cerro Pacific Wealth Advisors LLC | 660 | $201.2K | 0.06% | +660 | New |
| Corps Capital Advisors, LLC | 660 | $201.2K | 0.32% | +660 | New |
| Round Rock Advisors, LLC | 661 | $201.5K | 0.03% | +661 | New |
| QTR Family Wealth, LLC | 663 | $202.1K | 0.13% | −146−18.0% | Reduced |
| Rockbridge Investment Management, LCC | 665 | $202.7K | 0.02% | +665 | New |
| PMG Wealth Management, Inc. | 665 | $202.7K | 0.17% | +665 | New |
| Woodmont Investment Counsel LLC | 666 | $203.0K | 0.01% | +666 | New |
| Wealth Management Strategies, Inc. | 666 | $203.0K | 0.11% | +666 | New |
| Synergy Investment Management, LLC | 667 | $203.3K | 0.12% | −5−0.7% | Reduced |
| Kiker Wealth Management, LLC | 668 | $203.5K | 0.11% | +66+11.0% | Added |
| Affinity Capital Advisors, LLC | 671 | $204.5K | 0.04% | +671 | New |
| Heritage Wealth Management, Inc. | 674 | $205.5K | 0.07% | +674 | New |
| Baldwin Investment Management, LLC | 675 | $205.8K | 0.02% | −325−32.5% | Reduced |
| Whelan Financial | 677 | $206.4K | 0.07% | +677 | New |
| Efficient Advisors, LLC | 677 | $206.4K | 0.01% | +677 | New |
| Mountain Capital Investment Advisors, Inc | 673 | $207.0K | 0.04% | +673 | New |
| Concord Wealth Partners | 679 | $207.1K | 0.03% | +132+24.1% | Added |
| Concord Asset Management, LLC | 679 | $207.1K | 0.03% | +679 | New |
| Northern Capital Management, Inc. | 680 | $207.3K | 0.12% | +680 | New |
| Ambassador Advisors, LLC | 680 | $207.3K | 0.03% | +680 | New |
| Foster Dykema Cabot & Partners, LLC | 681 | $207.6K | 0.01% | 00.0% | Unchanged |
| Baring Financial LLC | 683 | $208.2K | 0.16% | +683 | New |
| Kearns & Associates LLC | 685 | $208.8K | 0.12% | +685 | New |
| SFE Investment Counsel | 686 | $209.1K | 0.04% | +686 | New |
| Vident Advisory, LLC | 688 | $209.7K | 0.00% | −279−28.9% | Reduced |
| Empire Financial Management Company, LLC | 689 | $210.0K | 0.06% | −234−25.4% | Reduced |
| Main Street Research LLC | 689 | $210.0K | 0.01% | +689 | New |
| Argyle Capital Partners, LLC | 690 | $210.3K | 0.17% | −45−6.1% | Reduced |
| Pathway Financial Advisors LLC | 690 | $210.3K | 0.03% | +690 | New |
| Fagan Associates, Inc. | 692 | $210.9K | 0.03% | +692 | New |
| Silver Oak Advisory Group, Inc. | 694 | $211.0K | 0.10% | −35−4.8% | Reduced |
| Bill Few Associates, Inc. | 693 | $211.2K | 0.06% | +693 | New |
| Laidlaw Wealth Management LLC | 694 | $211.6K | 0.61% | +694 | New |
| Waddell & Associates, LLC | 695 | $211.9K | 0.02% | −75−9.7% | Reduced |
| Fortress Wealth Group, LLC | 682 | $211.9K | 0.10% | +682 | New |
| Sonata Capital Group Inc | 700 | $213.0K | 0.09% | −400−36.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 700 | $213.0K | 0.05% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 699 | $213.1K | 0.09% | +699 | New |
| One + One Wealth Management, LLC | 700 | $213.4K | 0.12% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 700 | $213.4K | 0.13% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 700 | $213.4K | 0.12% | +50+7.7% | Added |
| Hudson Value Partners, LLC | 700 | $213.4K | 0.07% | +700 | New |
| Koss-Olinger Consulting, LLC | 701 | $213.7K | 0.02% | −10−1.4% | Reduced |
| AA Financial Advisors, LLC | 701 | $213.7K | 0.05% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 702 | $214.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 702 | $214.0K | 0.07% | +2+0.3% | Added |
| Ruggaard & Associates LLC | 702 | $214.0K | 0.09% | +702 | New |
| Register Financial Advisors LLC | 704 | $214.6K | 0.09% | +704 | New |
| Treasure Coast Financial Planning | 705 | $214.9K | 0.13% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 705 | $214.9K | 0.08% | +705 | New |
| Prudent Investors Network | 707 | $215.5K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 708 | $215.8K | 0.02% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 708 | $215.8K | 0.14% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 709 | $216.1K | 0.03% | +709 | New |
| Everpar Advisors LLC | 710 | $216.4K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 718 | $216.4K | 0.00% | −82−10.3% | Reduced |
| Iron Financial, LLC | 713 | $217.3K | 0.12% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 716 | $218.3K | 0.12% | +716 | New |
| Sanchez Wealth Management Group | 716 | $218.3K | 0.05% | −60−7.7% | Reduced |
| Ackerman Capital Advisors, LLC | 721 | $219.8K | 0.05% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 721 | $219.8K | 0.10% | +721 | New |
| Paul R. Ried Financial Group, LLC | 723 | $220.4K | 0.13% | −61−7.8% | Reduced |
| Princeton Capital Management LLC | 723 | $220.4K | 0.07% | +723 | New |
| BNC Wealth Management, LLC | 725 | $221.0K | 0.07% | +24+3.4% | Added |
| October Effect Ltd | 726 | $221.3K | 0.27% | +726 | New |
| Accretive Wealth Partners, LLC | 727 | $221.6K | 0.07% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 728 | $221.9K | 0.02% | +728 | New |
| WJ Wealth Management, LLC | 728 | $221.9K | 0.07% | +4+0.6% | Added |
| Cannon Financial Strategists, Inc. | 729 | $222.2K | 0.04% | +729 | New |
| Wincap Financial LLC | 729 | $222.2K | 0.18% | +729 | New |
| Atlantic Edge Private Wealth Management, LLC | 730 | $222.5K | 0.06% | 00.0% | Unchanged |
| True Vision MN LLC | 732 | $223.1K | 0.12% | +1+0.1% | Added |
| Goldstone Financial Group, LLC | 728 | $223.6K | 0.03% | +728 | New |
| Berkshire Bank | 734 | $223.7K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 734 | $223.7K | 0.17% | +10+1.4% | Added |
| Clean Yield Group | 735 | $224.1K | 0.07% | −91−11.0% | Reduced |
| Rodgers Brothers Inc. | 738 | $225.0K | 0.03% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 738 | $225.0K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 738 | $225.0K | 0.04% | +738 | New |
| Atlantic Family Wealth, LLC | 739 | $225.3K | 0.20% | +32+4.5% | Added |
| First County Bank | 740 | $225.6K | 0.12% | +40+5.7% | Added |
| North Forty Two & Co. | 741 | $225.9K | 0.24% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 742 | $226.2K | 0.13% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 741 | $226.9K | 0.10% | −360−32.7% | Reduced |
| William Mack & Associates, Inc. | 745 | $227.1K | 0.14% | +745 | New |
| Jamison Private Wealth Management, Inc. | 746 | $227.4K | 0.03% | −3,555−82.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 747 | $227.7K | 0.03% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 747 | $227.7K | 0.05% | +14+1.9% | Added |
| IAG Wealth Partners, LLC | 749 | $228.3K | 0.03% | −99−11.7% | Reduced |
| Vermillion Wealth Management, Inc. | 749 | $228.3K | 0.11% | +6+0.8% | Added |
| TLWM | 749 | $228.3K | 0.04% | +32+4.5% | Added |
| Capital Planning LLC | 750 | $228.6K | 0.07% | 00.0% | Unchanged |
| Phil A. Younker & Associates, Ltd. | 751 | $228.9K | 0.23% | −15−2.0% | Reduced |
| Haven Private, LLC | 752 | $229.2K | 0.10% | −390−34.2% | Reduced |
| Colony Family Offices, LLC | 752 | $229.2K | 0.06% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 753 | $229.5K | 0.07% | −30−3.8% | Reduced |
| BIP Wealth, LLC | 754 | $229.8K | 0.01% | −35−4.4% | Reduced |
| Capstone Financial Advisors, Inc. | 754 | $229.8K | 0.01% | +8+1.1% | Added |
| Marmo Financial Group, LLC | 757 | $230.8K | 0.11% | 00.0% | Unchanged |
| TTP Investments, Inc. | 764 | $232.9K | 0.08% | +764 | New |