| Lester Murray Antman dba SimplyRich | 861 | $210.0K | 0.05% | +861 | New |
| Johnson Wealth Management, LLC | 860 | $210.2K | 0.10% | +860 | New |
| Zinnia Wealth Advisory, LLC | 863 | $210.9K | 0.24% | +863 | New |
| NerdWallet Wealth Partners, LLC | 863 | $211.1K | 0.09% | +863 | New |
| Barnes Pettey Financial Advisors, LLC | 864 | $211.2K | 0.09% | +864 | New |
| Formulate Financial LLC | 865 | $211.4K | 0.26% | −110−11.3% | Reduced |
| Pinnacle Financial Group, LLC | 867 | $211.8K | 0.06% | +867 | New |
| Activest Wealth Management | 868 | $212.1K | 0.04% | +38+4.6% | Added |
| MWA Asset Management | 868 | $212.2K | 0.12% | +868 | New |
| Capital Squared Financial LLC | 869 | $212.4K | 0.16% | +869 | New |
| Tandem Financial, LLC | 869 | $212.4K | 0.07% | +869 | New |
| CarsonAllaria Wealth Management, Ltd. | 871 | $212.8K | 0.11% | +871 | New |
| Wealthgarden F.S. LLC | 871 | $212.8K | 0.15% | +871 | New |
| Flax Pond Capital, LLC | 872 | $213.2K | 0.17% | −100−10.3% | Reduced |
| CCM Investment Advisers LLC | 872 | $213.2K | 0.02% | +872 | New |
| Kaizen Financial Strategies | 909 | $213.2K | 0.09% | +909 | New |
| Demming Financial Services Corp | 874 | $213.7K | 0.16% | +874 | New |
| Drum Hill Capital, LLC | 878 | $214.6K | 0.20% | +878 | New |
| Beck Capital Management, LLC | 879 | $214.9K | 0.05% | +879 | New |
| Moody Aldrich Partners LLC | 882 | $215.6K | 0.04% | +882 | New |
| Rakuten Securities, Inc. | 883 | $215.8K | 0.09% | −221−20.0% | Reduced |
| Richardson Financial Services Inc. | 884 | $216.1K | 0.14% | −30−3.3% | Reduced |
| TrueWealth Financial Partners | 884 | $216.1K | 0.09% | +884 | New |
| John Boyer, Inc. | 884 | $216.3K | 0.22% | +884 | New |
| E6 Portfolios, LLC | 887 | $216.8K | 0.23% | +887 | New |
| Earnest Partners LLC | 888 | $217.1K | 0.00% | +888 | New |
| Sunesis Advisors, LLC | 888 | $217.1K | 0.10% | +888 | New |
| Arlington Trust Co LLC | 891 | $217.8K | 0.02% | +97+12.2% | Added |
| Financially Speaking Inc | 891 | $217.8K | 1.06% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 890 | $218.0K | 0.11% | +890 | New |
| Align Financial, LLC | 892 | $218.0K | 0.12% | −183,707−99.5% | Reduced |
| New Perspectives, Inc | 893 | $218.4K | 0.08% | +893 | New |
| Polymer Capital Management (US) LLC | 896 | $219.0K | 0.03% | −1,506−62.7% | Reduced |
| Valpey Financial Services, LLC | 896 | $219.1K | 0.14% | +896 | New |
| Financial Network Wealth Advisors LLC | 897 | $219.3K | 0.22% | −173−16.2% | Reduced |
| Guidance Capital, Inc | 975 | $219.9K | 0.05% | +975 | New |
| WealthTrust Asset Management, LLC | 901 | $220.2K | 0.13% | +901 | New |
| Salus Financial Advisors, LLC | 904 | $221.0K | 0.13% | −66−6.8% | Reduced |
| Clark Financial Services Group Inc | 908 | $221.8K | 0.12% | +908 | New |
| JBR Co Financial Management Inc | 1,072 | $221.8K | 0.09% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 908 | $221.9K | 0.14% | −415−31.4% | Reduced |
| Jericho Financial, LLP | 908 | $222.0K | 0.14% | −644−41.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 909 | $222.2K | 0.07% | +909 | New |
| Worldquant Millennium Advisors LLC | 910 | $222.4K | 0.00% | −18,625−95.3% | Reduced |
| Redwood Park Advisors LLC | 912 | $222.9K | 0.16% | +44+5.1% | Added |
| Prospera Capital Management, LLC | 912 | $223.0K | 0.11% | +912 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 913 | $223.2K | 0.34% | −201−18.0% | Reduced |
| Kure Advisory, LLC | 913 | $223.2K | 0.12% | −184−16.8% | Reduced |
| Cooksen Wealth, LLC | 917 | $224.2K | 0.16% | −316−25.6% | Reduced |
| Chatterton & Associates Inc. | 931 | $224.7K | 0.16% | +931 | New |
| Kondo Wealth Advisors, Inc. | 919 | $224.9K | 0.08% | −166−15.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 920 | $224.9K | 0.28% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 922 | $225.3K | 0.11% | +922 | New |
| Mayport, LLC | 922 | $225.4K | 0.04% | +922 | New |
| Mallini Complete Financial Planning LLC | – | $225.4K | 0.18% | – | New |
| PCG Wealth Advisors, LLC | 923 | $225.7K | 0.06% | +923 | New |
| Wernau Asset Management Inc. | 924 | $225.9K | 0.23% | +924 | New |
| Covestor Ltd | 924 | $226.0K | 0.16% | −550−37.3% | Reduced |
| Unconventional Investor, LLC | 927 | $226.6K | 0.11% | +927 | New |
| Sentinel Advisory Group, LLC | 927 | $226.6K | 0.11% | +927 | New |
| Three Seasons Wealth, LLC | 928 | $226.8K | 0.09% | +928 | New |
| Harbor Asset Planning, Inc. | 928 | $226.9K | 0.19% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 931 | $227.5K | 0.09% | +931 | New |
| Global View Capital Management LLC | 931 | $227.6K | 0.06% | −74−7.4% | Reduced |
| Aspire Private Capital, LLC | 932 | $227.8K | 0.05% | −70−7.0% | Reduced |
| IFS Group,LLC | 932 | $228.0K | 0.20% | +932 | New |
| eCIO, Inc. | 933 | $228.1K | 0.10% | −271−22.5% | Reduced |
| Intelligent Financial Strategies | 934 | $228.2K | 0.12% | +2+0.2% | Added |
| Accent Capital Management, LLC | 934 | $228.3K | 0.11% | 00.0% | Unchanged |
| DeLarme Wealth Management, Inc. | 935 | $228.6K | 0.15% | −103−9.9% | Reduced |
| Abound Wealth Management | 936 | $228.8K | 0.05% | −29−3.0% | Reduced |
| Seascape Capital Management | 938 | $229.0K | 0.07% | +938 | New |
| Lionshead Wealth Management, LLC | 940 | $229.7K | 0.17% | +940 | New |
| HighMark Wealth Management LLC | 941 | $230.1K | 0.09% | −11−1.2% | Reduced |
| Private Wealth Advisors | 941 | $230.1K | 0.06% | +941 | New |
| Financially in Tune, LLC | 942 | $230.3K | 0.20% | +942 | New |
| Boreal Capital Management LLC | 943 | $230.5K | 0.20% | −665−41.4% | Reduced |
| Leo H. Evart, Inc. | 945 | $231.1K | 0.20% | +945 | New |
| Droms Strauss Advisors Inc | 948 | $231.7K | 0.06% | −276−22.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 948 | $231.7K | 0.08% | +948 | New |
| Ruggiero Investments, Inc. | 948 | $231.7K | 0.22% | +948 | New |
| Libra Wealth LLC | 948 | $231.8K | 0.07% | +948 | New |
| Miller Global Investments, LLC | 950 | $232.2K | 0.21% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 952 | $232.7K | 0.04% | +159+20.1% | Added |
| Sfam, LLC | 952 | $232.7K | 0.22% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 952 | $232.7K | 0.06% | +952 | New |
| Campbell Newman Asset Management Inc | 955 | $233.4K | 0.02% | −21,646−95.8% | Reduced |
| Battery Global Advisors, LLC | 957 | $233.9K | 0.13% | +945+7,875.0% | Added |
| Safir Wealth Advisors, LLC | 957 | $233.9K | 0.17% | +957 | New |
| MontVue Capital Management, Inc. | 958 | $234.2K | 0.16% | +958 | New |
| NorthAvenue LLC | 959 | $234.4K | 0.19% | 00.0% | Unchanged |
| Michael B. Yongue | 961 | $234.9K | 0.17% | +961 | New |
| VCI Wealth Management LLC | 962 | $235.2K | 0.07% | −14,863−93.9% | Reduced |
| Marquette Asset Management, LLC | 962 | $235.2K | 0.04% | +82+9.3% | Added |
| Palatine Hill Wealth Management, LLC | 963 | $235.4K | 0.20% | +963 | New |
| Roan Capital Partners | 964 | $235.6K | 0.22% | +964 | New |
| Squire Investment Management Company, LLC | 965 | $236.0K | 0.07% | +965 | New |
| Phillip James Consulting Co. | 966 | $236.0K | 0.18% | +23+2.4% | Added |
| Strathmore Capital Advisors, Inc. | 1,041 | $236.8K | 0.07% | +1,041 | New |
| Triune Financial Partners, LLC | 969 | $236.9K | 0.06% | +4+0.4% | Added |
