| A&I Financial Services, LLC | 513 | $203.7K | 0.10% | +513 | New |
| FSA Advisors, Inc. | 502 | $203.7K | 0.16% | −200−28.5% | Reduced |
| Per Stirling Capital Management, LLC. | 504 | $204.2K | 0.02% | +504 | New |
| Flagship Wealth Advisors, LLC | 504 | $204.4K | 0.07% | 00.0% | Unchanged |
| Napa Wealth Management | 505 | $204.6K | 0.10% | +505 | New |
| Capstone Triton Financial Group, LLC | 507 | $205.4K | 0.14% | +507 | New |
| Uptown Financial Advisors LLC | 508 | $205.8K | 0.18% | +508 | New |
| Retirement Wealth Solutions LLC | 509 | $206.2K | 0.14% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 510 | $206.6K | 0.04% | +510 | New |
| Sava Infond d.o.o. | 510 | $206.6K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 510 | $206.6K | 0.06% | +510 | New |
| GGM Financials LLC | 510 | $206.8K | 0.10% | −196−27.8% | Reduced |
| Israel Discount Bank of New York | 512 | $207.5K | 0.61% | +512 | New |
| Madison Park Capital Advisors, LLC | 514 | $208.2K | 0.17% | +514 | New |
| Arkansas Financial Group, Inc. | 514 | $208.3K | 0.03% | +514 | New |
| Carbahal Olsen Financial Services Group, LLC | 514 | $208.5K | 0.17% | +514 | New |
| Littlejohn Financial Services, Inc. | 516 | $209.1K | 0.15% | −221−30.0% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 517 | $209.5K | 0.04% | +517 | New |
| Strategic Family Wealth Counselors, L.L.C. | 517 | $209.7K | 0.05% | +517 | New |
| Taylor Hoffman Capital Management LLC | 518 | $209.9K | 0.07% | −36−6.5% | Reduced |
| Mokosak Advisory Group, LLC | 518 | $209.9K | 0.05% | +518 | New |
| Arq Wealth Advisors, LLC | 519 | $210.3K | 0.06% | +519 | New |
| Horizon Wealth Management, LLC | 520 | $210.7K | 0.03% | +520 | New |
| WestHill Financial Advisors, Inc. | 520 | $210.7K | 0.04% | +520 | New |
| Oakwell Private Wealth Management, LLC | 520 | $210.7K | 0.04% | +520 | New |
| Kingdom Financial Group LLC. | 523 | $211.4K | 0.13% | +523 | New |
| Bensler, LLC | 522 | $211.7K | 0.02% | +522 | New |
| Momentous Wealth Management, Inc. | 523 | $211.9K | 0.13% | −412−44.1% | Reduced |
| Landaas & Co | 526 | $212.0K | 0.05% | +526 | New |
| Christensen, King & Associates Investment Services, Inc. | 523 | $212.0K | 0.09% | +523 | New |
| Total Investment Management Inc | 524 | $212.3K | 0.03% | −125−19.3% | Reduced |
| Neumann Capital Management, LLC | 525 | $212.7K | 0.06% | +525 | New |
| Cynosure Management, LLC | 525 | $212.7K | 0.02% | +525 | New |
| ESG Planning | 526 | $212.9K | 0.10% | +526 | New |
| apricus wealth, LLC | 526 | $213.0K | 0.11% | +526 | New |
| Boreal Capital Management LLC | 526 | $213.1K | 0.17% | −612−53.8% | Reduced |
| Prospect Financial Group LLC | 527 | $213.5K | 0.21% | +527 | New |
| Delap Wealth Advisory, LLC | 539 | $213.8K | 0.09% | +539 | New |
| Harbour Investment Management LLC | 528 | $213.9K | 0.09% | +528 | New |
| Oak Hill Wealth Advisors, LLC | 528 | $213.9K | 0.04% | +528 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 528 | $214.1K | 0.04% | +528 | New |
| Vista Investment Management | 529 | $214.3K | 0.07% | +529 | New |
| New Millennium Group LLC | 530 | $214.9K | 0.10% | −2,754−83.9% | Reduced |
| WESPAC Advisors, LLC | 531 | $215.3K | 0.13% | −20−3.6% | Reduced |
| Milestone Asset Management, LLC | 532 | $215.6K | 0.04% | +532 | New |
| Capital Management Associates, Inc | 532 | $215.7K | 0.06% | −34−6.0% | Reduced |
| Sterling Group Wealth Management, LLC | 533 | $215.9K | 0.11% | +533 | New |
| Carrera Capital Advisors | 534 | $216.3K | 0.04% | +534 | New |
| Seneca Financial Advisors LLC | 534 | $216.5K | 0.07% | +534 | New |
| Milestone Asset Management Group, LLC | 535 | $216.8K | 0.14% | −71−11.7% | Reduced |
| Consolidated Capital Management, LLC | 537 | $217.6K | 0.08% | +537 | New |
| Axis Wealth Partners, LLC | 540 | $218.6K | 0.13% | +540 | New |
| Alta Wealth Advisors LLC | 541 | $219.3K | 0.08% | −7−1.3% | Reduced |
| Holland Advisory Services, Inc. | 543 | $219.9K | 0.30% | +543 | New |
| Ledgewood Wealth Advisors, LLC | 543 | $220.1K | 0.13% | +543 | New |
| Houlihan Financial Resource Group, Ltd. | 544 | $220.4K | 0.19% | −377−40.9% | Reduced |
| Orgel Wealth Management, LLC | 545 | $220.8K | 0.01% | −4−0.7% | Reduced |
| Easterly Investment Partners LLC | 545 | $220.8K | 0.01% | +545 | New |
| Partnership Wealth Management, LLC | 545 | $220.8K | 0.17% | +545 | New |
| Pinnacle Wealth Management Group, Inc. | 546 | $221.2K | 0.11% | 00.0% | Unchanged |
| Idaho Trust Bank | 548 | $222.0K | 0.07% | −53−8.8% | Reduced |
| One Day In July LLC | 548 | $222.0K | 0.02% | −336−38.0% | Reduced |
| Vanguard Capital Wealth Advisors | 550 | $222.9K | 0.18% | −40−6.8% | Reduced |
| SWAN Capital LLC | 550 | $222.9K | 0.09% | −35−6.0% | Reduced |
| Future Financial Wealth Managment LLC | 550 | $222.9K | 0.14% | 00.0% | Unchanged |
| Wealth Group Ltd | 551 | $223.3K | 0.05% | +551 | New |
| McCarthy & Cox | 553 | $223.9K | 0.05% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 553 | $224.1K | 0.03% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 553 | $224.1K | 0.18% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 553 | $224.2K | 0.13% | −48−8.0% | Reduced |
| Alternative Investment Advisors, LLC. | 553 | $224.5K | 0.10% | +553 | New |
| SK Wealth Management, LLC | 597 | $225.6K | 0.08% | −19−3.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 558 | $226.0K | 0.02% | +6+1.1% | Added |
| Flywheel Private Wealth LLC | 558 | $226.1K | 0.18% | −301−35.0% | Reduced |
| Eaton-Cambridge Inc. | 558 | $226.1K | 0.08% | +1+0.2% | Added |
| eCIO, Inc. | 559 | $226.5K | 0.08% | −78−12.2% | Reduced |
| Conway Capital Management, Inc. | 561 | $227.3K | 0.10% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 561 | $227.3K | 0.07% | +561 | New |
| Equity Wealth Partners, LLC | 561 | $227.4K | 0.18% | +561 | New |
| Quaker Wealth Management, LLC | 562 | $227.6K | 0.07% | −12−2.1% | Reduced |
| Seaside Wealth Management, Inc. | 562 | $227.7K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 565 | $228.0K | 0.05% | −3−0.5% | Reduced |
| Orin Green Financial, LLC | 563 | $228.1K | 0.09% | +6+1.1% | Added |
| Affiance Financial, LLC | 564 | $228.5K | 0.04% | −50−8.1% | Reduced |
| Core Wealth Advisors, Inc. | 565 | $228.9K | 0.06% | +565 | New |
| Baring Financial LLC | 566 | $229.3K | 0.16% | +1+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 567 | $229.7K | 0.09% | −27−4.5% | Reduced |
| Carolina Wealth Advisors, LLC | 568 | $230.1K | 0.10% | +334+142.7% | Added |
| Signal Tree Financial Partners LLC | 580 | $230.3K | 0.18% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 569 | $230.7K | 0.06% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 570 | $231.0K | 0.05% | +570 | New |
| IMZ Advisory Inc | 572 | $231.7K | 0.09% | +572 | New |
| Rocky Mountain Advisers, LLC | 572 | $231.8K | 0.07% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 573 | $232.2K | 0.14% | −7−1.2% | Reduced |
| Walker Financial Services, Inc. | 574 | $232.6K | 0.09% | +3+0.5% | Added |
| Sculati Wealth Management, LLC | 575 | $233.0K | 0.08% | 00.0% | Unchanged |
| Pioneer Wealth Management Group | 578 | $234.2K | 0.08% | −50−8.0% | Reduced |
| Vawter Financial, Ltd. | 578 | $234.2K | 0.11% | +578 | New |
| Manning & Napier Advisors LLC | 581 | $235.2K | 0.00% | −16,733−96.6% | Reduced |
| Wealth Advisors Northwest LLC | 581 | $235.3K | 0.11% | −73−11.2% | Reduced |
