| Strategent Financial, LLC | 690 | $216.5K | 0.14% | +690 | New |
| Alessandra Capital Management, LLC | 690 | $216.5K | 0.19% | +690 | New |
| Genesis Financial Group, LLC | 690 | $216.5K | 0.13% | +690 | New |
| Insight Wealth Partners, LLC | 693 | $217.6K | 0.09% | +693 | New |
| Kessler Investment Group, LLC | 695 | $218.1K | 0.09% | +695 | New |
| Resolute Capital, LLC | 698 | $219.0K | 0.09% | +698 | New |
| Aurdan Capital Management, LLC | 700 | $219.7K | 0.07% | −805−53.5% | Reduced |
| Rocky Mountain Advisers, LLC | 700 | $219.7K | 0.06% | 00.0% | Unchanged |
| TrueWealth Financial Partners | 700 | $219.7K | 0.18% | +700 | New |
| True Blue Financial, LLC | 700 | $219.7K | 0.18% | +700 | New |
| FMA Wealth Management, LLC | 700 | $219.7K | 0.14% | +700 | New |
| E6 Portfolios, LLC | 702 | $220.4K | 0.25% | +702 | New |
| Post Resch Tallon Group Inc. | 703 | $220.6K | 0.19% | +703 | New |
| Financial Alternatives, Inc | 703 | $220.6K | 0.13% | −787−52.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 705 | $221.2K | 0.16% | −139−16.5% | Reduced |
| Trinity Wealth Management, LLC | 707 | $221.9K | 0.08% | +707 | New |
| Downshift Financial, LLC | 677 | $223.7K | 0.14% | +677 | New |
| Strategic Wealth Designers | 713 | $223.7K | 0.03% | −261−26.8% | Reduced |
| Rolek Wealth Management LLC | 714 | $224.2K | 0.15% | +714 | New |
| Norris Financial Group, LLC | 715 | $224.4K | 0.08% | +715 | New |
| Sachetta, LLC | 717 | $225.0K | 0.12% | −4,883−87.2% | Reduced |
| Hill Investment Group Partners, LLC | 718 | $225.3K | 0.03% | +718 | New |
| Viawealth, LLC | 719 | $225.6K | 0.13% | −167−18.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 719 | $225.6K | 0.11% | +719 | New |
| Alongside, LLC | 719 | $225.7K | 0.07% | +719 | New |
| Provident Wealth Management, LLC | 720 | $225.9K | 0.07% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 720 | $225.9K | 0.08% | +720 | New |
| Silver Oak Advisory Group, Inc. | 721 | $226.0K | 0.10% | −176−19.6% | Reduced |
| PFS Partners, LLC | 723 | $226.9K | 0.10% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 725 | $227.0K | 0.10% | +225+45.0% | Added |
| Three Cord True Wealth Management, LLC | 733 | $230.1K | 0.13% | +733 | New |
| Sun Financial Inc | 735 | $230.8K | 0.13% | +735 | New |
| Shakespeare Wealth Management, Inc. | 740 | $232.2K | 0.05% | +740 | New |
| Constitution Capital LLC | 740 | $232.2K | 0.11% | +740 | New |
| Three Arch Wealth Management LLC | 740 | $232.2K | 0.04% | +740 | New |
| Bear Mountain Capital, Inc. | 700 | $233.1K | 0.08% | −268−27.7% | Reduced |
| Kropog Financial Group, LLC | 745 | $233.7K | 0.18% | +745 | New |
| Horizon Family Wealth, Inc. | 747 | $234.2K | 0.12% | +747 | New |
| Ridgeline Wealth Planning, LLC | 747 | $234.5K | 0.17% | +747 | New |
| Burk Holdings LLC | 749 | $235.0K | 0.11% | +749 | New |
| True Wealth Design, LLC | 752 | $235.9K | 0.07% | −118−13.6% | Reduced |
| Squire Investment Management Company, LLC | 754 | $236.6K | 0.07% | +754 | New |
| FC Advisory LLC | 755 | $236.9K | 0.07% | +755 | New |
| Good Steward Wealth Advisors,LLC | 755 | $236.9K | 0.16% | −104−12.1% | Reduced |
| American Financial & Tax Strategies Inc | 755 | $236.9K | 0.12% | +755 | New |
| Tucker Asset Management LLC | 757 | $237.7K | 0.07% | +89+13.3% | Added |
| Vista Private Wealth Partners. LLC | 1,341 | $237.9K | 0.08% | 00.0% | Unchanged |
| Global View Capital Management LLC | 759 | $238.2K | 0.04% | −292−27.8% | Reduced |
| Advocate Group LLC | 760 | $238.5K | 0.04% | +760 | New |
| Argo Wealth Advisory, LLC | 760 | $238.5K | 0.14% | +760 | New |
| Capital Asset Managemnet, LLC | 760 | $238.5K | 0.26% | +760 | New |
| Lake Hills Wealth Management, LLC | 763 | $239.3K | 0.12% | +763 | New |
| Granville Capital, Inc. | 765 | $240.1K | 0.13% | +765 | New |
| Farrell Financial LLC | 765 | $240.1K | 0.14% | +765 | New |
| Retirement Capital Strategies | 768 | $241.0K | 0.09% | +768 | New |
| StrongBox Wealth, LLC | 769 | $241.3K | 0.08% | −105−12.0% | Reduced |
| Cadia Private Client LLC | 770 | $241.6K | 0.19% | +770 | New |
| Invested Advisors | 772 | $242.3K | 0.25% | +772 | New |
| Marmo Financial Group, LLC | 775 | $243.2K | 0.12% | +775 | New |
| MGO Private Wealth, LLC | 776 | $243.5K | 0.15% | +776 | New |
| Stephenson & Company, Inc. | 776 | $243.6K | 0.13% | +776 | New |
| NCP Inc. | 778 | $244.4K | 0.20% | +778 | New |
| Schwallier Wealth Management LLC | 723 | $244.6K | 0.16% | +723 | New |
| My Personal CFO, LLC | 780 | $244.8K | 0.10% | +780 | New |
| MBB Public Markets I LLC | 781 | $245.1K | 0.03% | +781 | New |
| Financial Synergies Wealth Advisors, Inc. | 782 | $245.5K | 0.02% | +782 | New |
| Retirement Investment Advisors, Inc. | 784 | $246.0K | 0.02% | +784 | New |
| Financial Freedom, LLC | 785 | $246.2K | 0.12% | −180−18.7% | Reduced |
| Innovator Capital Management, LLC | 786 | $246.6K | 7.24% | −180−18.6% | Reduced |
| Capstone Capital Management Ltd | 787 | $247.0K | 0.24% | +787 | New |
| Slagle Financial, LLC | 787 | $247.0K | 0.09% | +787 | New |
| Capstone Capital Wealth Advisors | 789 | $247.6K | 0.16% | −336−29.9% | Reduced |
| JHP Wealth Management, LLC | 791 | $248.2K | 0.24% | +791 | New |
| Blossom Wealth Management | 792 | $248.6K | 0.41% | +792 | New |
| MN Wealth Advisors, LLC | 792 | $248.8K | 0.13% | +792 | New |
| JGP Global Gestao de Recursos Ltda. | 795 | $249.5K | 0.15% | +795 | New |
| American Trust Investment Advisors, LLC | 796 | $249.8K | 0.13% | −195−19.7% | Reduced |
| Royal Fund Management, LLC | 799 | $250.8K | 0.02% | +799 | New |
| Mountain Pacific Investment Advisers Inc | 800 | $251.0K | 0.04% | +800 | New |
| Brown Financial Advisory | 800 | $251.0K | 0.13% | +800 | New |
| Manitou Investment Management Ltd. | 800 | $251.0K | 0.04% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 800 | $251.0K | 0.29% | +800 | New |
| Wilsey Asset Management Inc | 800 | $251.0K | 0.04% | +800 | New |
| Targeted Financial Services LLC | 800 | $251.0K | 0.22% | +800 | New |
| Elevate Capital Advisors, LLC | 800 | $251.0K | 0.17% | +800 | New |
| AtlasMark Financial, Inc | 800 | $251.0K | 0.16% | +800 | New |
| Patriot Investment Management Inc. | 800 | $251.1K | 0.02% | +800 | New |
| Gould Asset Management LLC | 803 | $252.0K | 0.04% | +803 | New |
| Sunrise Financial Services, LLC | 803 | $252.0K | 0.19% | +803 | New |
| Rialto Wealth Management, LLC | 803 | $252.0K | 0.06% | +206+34.5% | Added |
| DSM Capital Partners LLC | 805 | $252.6K | 0.00% | +805 | New |
| Wiser Advisor Group LLC | 805 | $252.8K | 0.29% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 807 | $253.2K | 0.29% | +807 | New |
| Archer Investment Management, LLC | 807 | $253.2K | 0.14% | +807 | New |
| Winning Points Advisors, LLC | 811 | $254.0K | 0.29% | +811 | New |
| NavPoint Financial, Inc. | 810 | $254.2K | 0.11% | +810 | New |
| Defined Wealth Management, LLC | 813 | $255.1K | 0.15% | +813 | New |
| Balanced Rock Investment Advisor | 814 | $255.6K | 0.18% | −8−1.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 815 | $255.7K | 0.16% | +815 | New |
| PTM Wealth Management, LLC | 806 | $255.7K | 0.14% | +1+0.1% | Added |
