| Rockbridge Investment Management, LCC | 683 | $293.9K | 0.03% | −8−1.2% | Reduced |
| Kearns & Associates LLC | 685 | $294.7K | 0.16% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 685 | $294.7K | 0.12% | +98+16.7% | Added |
| Jackson Wealth Management, LLC | 685 | $295.0K | 0.03% | +86+14.4% | Added |
| A&I Financial Services, LLC | 687 | $295.6K | 0.14% | 00.0% | Unchanged |
| Signal Tree Financial Partners LLC | 688 | $296.0K | 0.22% | +61+9.7% | Added |
| Pathway Financial Advisors LLC | 690 | $296.3K | 0.04% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 689 | $296.5K | 0.13% | −268−28.0% | Reduced |
| Fagan Associates, Inc. | 692 | $297.8K | 0.04% | 00.0% | Unchanged |
| LongView Wealth Management | 670 | $298.2K | 0.07% | −115−14.6% | Reduced |
| My Purposeful Wealth Corp. | 693 | $298.3K | 0.07% | +693 | New |
| Capital Planning LLC | 696 | $299.5K | 0.10% | −54−7.2% | Reduced |
| Roman Butler Fullerton & Co | 691 | $300.3K | 0.08% | −956−58.0% | Reduced |
| Interactive Financial Advisors | 698 | $300.3K | 0.20% | −29−4.0% | Reduced |
| Sonata Capital Group Inc | 700 | $301.2K | 0.11% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 700 | $301.2K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 700 | $301.2K | 0.13% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 700 | $301.2K | 0.25% | +700 | New |
| Heirloom Wealth Management | 701 | $301.6K | 0.05% | +701 | New |
| Impact Investors, Inc | 702 | $302.1K | 0.21% | −19−2.6% | Reduced |
| Diversified Portfolios, Inc. | 704 | $302.9K | 0.02% | −24−3.3% | Reduced |
| Register Financial Advisors LLC | 704 | $302.9K | 0.11% | 00.0% | Unchanged |
| Resources Management Corp | 705 | $303.0K | 0.04% | +200+39.6% | Added |
| Wealth Architects, LLC | 705 | $303.4K | 0.03% | −48−6.4% | Reduced |
| Traphagen Investment Advisors LLC | 707 | $304.4K | 0.02% | +707 | New |
| Semus Wealth Partners LLC | 709 | $305.1K | 0.17% | +21+3.1% | Added |
| Opus Financial Solutions LLC | 710 | $305.5K | 0.29% | −203−22.2% | Reduced |
| Cladis Investment Advisory, LLC | 712 | $306.4K | 0.17% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 714 | $307.2K | 0.05% | +90+14.4% | Added |
| American Financial Advisors, LLC | 714 | $307.2K | 0.04% | +714 | New |
| Stone House Investment Management, LLC | 715 | $307.7K | 0.06% | +50+7.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 715 | $307.7K | 0.27% | −1,463−67.2% | Reduced |
| NorthAvenue LLC | 717 | $308.5K | 0.25% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 718 | $308.9K | 0.00% | −58−7.5% | Reduced |
| Cascade Investment Group, Inc. | 718 | $308.9K | 0.20% | +718 | New |
| Sonoma Allocations LLC | 715 | $309.1K | 0.11% | −9−1.2% | Reduced |
| Salomon & Ludwin, LLC | 722 | $310.0K | 0.03% | +75+11.6% | Added |
| Center for Financial Planning, Inc. | 722 | $310.7K | 0.03% | −82−10.2% | Reduced |
| AG Asset Advisory, LLC | 723 | $311.1K | 0.26% | −250−25.7% | Reduced |
| Grant Private Wealth Management Inc | 724 | $311.5K | 0.17% | −145−16.7% | Reduced |
| Paragon Capital Management Inc | 724 | $311.5K | 0.26% | −10−1.4% | Reduced |
| Wexford Capital LP | 724 | $311.5K | 0.05% | +724 | New |
| Z3 Capital Partners, LLC | 725 | $312.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 726 | $312.4K | 0.04% | +101+16.2% | Added |
| North Berkeley Wealth Management, LLC | 727 | $312.8K | 0.17% | −310−29.9% | Reduced |
| Marshall Financial Group LLC | 728 | $313.3K | 0.05% | +80+12.3% | Added |
| Rollins Financial Advisors, LLC | 729 | $313.7K | 0.05% | +20+2.8% | Added |
| Cadinha & Co LLC | 730 | $314.1K | 0.06% | 00.0% | Unchanged |
| Midwest Financial Partners Investments, Inc. | 730 | $314.1K | 0.17% | +730 | New |
| JM2 Capital Inc. | 731 | $314.5K | 0.26% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 731 | $314.5K | 0.19% | +49+7.2% | Added |
| Greenland Capital Management LP | 731 | $314.5K | 0.06% | +731 | New |
| Kera Capital Partners, Inc. | 731 | $314.7K | 0.04% | +14+2.0% | Added |
| Eaton-Cambridge Inc. | 733 | $315.4K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 735 | $316.3K | 0.09% | 00.0% | Unchanged |
| Financial Consulate, Inc | 735 | $316.3K | 0.04% | +145+24.6% | Added |
| KG&L Capital Management,LLC | 737 | $317.1K | 0.23% | −1,004−57.7% | Reduced |
| Koss-Olinger Consulting, LLC | 737 | $317.1K | 0.03% | +42+6.0% | Added |
| Rodgers Brothers Inc. | 738 | $317.6K | 0.04% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 738 | $317.6K | 0.17% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 739 | $318.0K | 0.09% | +160+27.6% | Added |
| First County Bank | 740 | $318.4K | 0.17% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 740 | $318.4K | 0.09% | +190+34.5% | Added |
| North Forty Two & Co. | 741 | $318.8K | 0.29% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 741 | $318.8K | 0.16% | +100+15.6% | Added |
| Birchcreek Wealth Management, LLC | 742 | $319.3K | 0.15% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 743 | $319.7K | 0.33% | +21+2.9% | Added |
| Heritage Wealth Architects, Inc. | 757 | $320.3K | 0.13% | −164−17.8% | Reduced |
| Berman McAleer LLC | 745 | $320.6K | 0.04% | +140+23.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 747 | $321.4K | 0.04% | −25−3.2% | Reduced |
| Accredited Investor Services, LLC | 747 | $321.4K | 0.21% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 750 | $322.7K | 0.03% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 750 | $322.7K | 0.02% | +750 | New |
| Capstone Triton Financial Group, LLC | 771 | $322.8K | 0.56% | +771 | New |
| Peak Retirement Planning, Inc. | 756 | $325.3K | 0.07% | +59+8.5% | Added |
| Marmo Financial Group, LLC | 757 | $325.7K | 0.16% | 00.0% | Unchanged |
| Elgethun Capital Management | 757 | $325.7K | 0.05% | +141+22.9% | Added |
| Cascade Investment Advisors, Inc. | 758 | $326.2K | 0.19% | −35−4.4% | Reduced |
| Accretive Wealth Partners, LLC | 763 | $328.3K | 0.09% | +36+5.0% | Added |
| Insight Wealth Strategies, LLC | 764 | $328.7K | 0.04% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 765 | $329.2K | 0.06% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 765 | $329.2K | 0.13% | +58+8.2% | Added |
| Synergy Investment Management, LLC | 766 | $329.6K | 0.11% | +54+7.6% | Added |
| Phil A. Younker & Associates, Ltd. | 766 | $329.6K | 0.22% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 768 | $330.5K | 0.22% | −113−12.8% | Reduced |
| Brightwater Advisory LLC | 768 | $330.5K | 0.22% | −87−10.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 769 | $330.9K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 770 | $331.3K | 0.01% | −245−24.1% | Reduced |
| Condor Capital Management | 770 | $331.3K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 770 | $331.3K | 0.06% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 773 | $332.5K | 0.23% | −112−12.7% | Reduced |
| Garrett Investment Advisors LLC | 774 | $333.0K | 0.03% | −265−25.5% | Reduced |
| Cypress Capital Management LLC (WY) | 774 | $333.0K | 0.31% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 775 | $333.5K | 0.03% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 750 | $334.4K | 0.02% | +750 | New |
| GHP Investment Advisors, Inc. | 779 | $335.2K | 0.01% | +179+29.8% | Added |
| Forefront Wealth Partners, LLC | 779 | $335.2K | 0.14% | −123−13.6% | Reduced |
| Focused Wealth Management, Inc | 779 | $335.3K | 0.04% | +103+15.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 780 | $335.6K | 0.83% | 00.0% | Unchanged |
| Financial Concepts Unlimited, Inc. | 781 | $336.1K | 0.30% | +781 | New |