| Watershed Private Wealth LLC | 386 | $225.6K | 0.09% | +386 | New |
| TFB Advisors LLC | 387 | $226.2K | 0.07% | +387 | New |
| Schaper Benz & Wise Investment Counsel Inc | 390 | $228.0K | 0.02% | +390 | New |
| Samjo Management, LLC | 390 | $228.0K | 0.08% | +390 | New |
| Invenio Wealth Partners LLC | 390 | $228.0K | 0.10% | +390 | New |
| Mountain Capital Investment Advisors, Inc | 403 | $228.1K | 0.05% | +403 | New |
| Providence Wealth Advisors, LLC | 397 | $228.2K | 0.17% | +397 | New |
| Qtron Investments LLC | 391 | $228.6K | 0.03% | +391 | New |
| Monticello Wealth Management, LLC | 391 | $228.6K | 0.02% | +391 | New |
| Quartz Partners, LLC | 391 | $228.7K | 0.14% | +391 | New |
| DF Dent & Co Inc | 392 | $229.2K | 0.00% | +392 | New |
| Mattern Wealth Management LLC | 393 | $229.7K | 0.05% | +393 | New |
| Sandy Cove Advisors, LLC | 393 | $229.7K | 0.09% | +393 | New |
| CTC Alternative Strategies, Ltd. | 394 | $230.3K | 0.29% | −2,006−83.6% | Reduced |
| Bray Capital Advisors | 395 | $230.9K | 0.06% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 395 | $230.9K | 0.03% | +395 | New |
| Accredited Investors Inc. | 395 | $231.0K | 0.01% | −66−14.3% | Reduced |
| Ifrah Financial Services, Inc. | 396 | $231.5K | 0.06% | +396 | New |
| Gibbs Wealth Management | 396 | $231.5K | 0.08% | +396 | New |
| Shira Ridge Wealth Management | 397 | $232.1K | 0.12% | +397 | New |
| USA Financial Portformulas Corp | 398 | $232.7K | 0.04% | +398 | New |
| Navalign, LLC | 398 | $232.7K | 0.07% | +398 | New |
| Kidder Stephen W | 400 | $233.8K | 0.07% | +400 | New |
| ELCO Management Co., LLC | 400 | $233.8K | 0.13% | +400 | New |
| Maltin Wealth Management, Inc. | 400 | $233.8K | 0.11% | +400 | New |
| JFG Wealth Management, LLC | 400 | $233.8K | 0.06% | +400 | New |
| Hyperion Capital Advisors LP | 400 | $233.8K | 0.11% | +400 | New |
| Bond & Devick Financial Network, Inc. | 400 | $233.8K | 0.10% | +400 | New |
| Prospect Financial Services LLC | 400 | $233.8K | 0.15% | +400 | New |
| American Investment Services, Inc. | 400 | $233.9K | 0.04% | +400 | New |
| Carson Advisory Inc. | 400 | $234.0K | 0.15% | +400 | New |
| Twin City Private Wealth, LLC | 400 | $234.1K | 0.20% | +400 | New |
| Acorn Creek Capital LLC | 401 | $234.7K | 0.12% | +401 | New |
| Northwest Wealth Management, LLC | 403 | $235.6K | 0.05% | −545−57.5% | Reduced |
| Annex Advisory Services, LLC | 403 | $235.6K | 0.01% | +403 | New |
| Beacon Capital Management, LLC | 403 | $235.7K | 0.03% | +75+22.9% | Added |
| Private Management Group Inc | 404 | $236.2K | 0.01% | +404 | New |
| BIP Wealth, LLC | 405 | $236.7K | 0.02% | +405 | New |
| First Interstate Bank | 407 | $237.9K | 0.01% | +407 | New |
| Hanseatic Management Services Inc | 407 | $237.9K | 0.34% | +407 | New |
| TriaGen Wealth Management LLC | 407 | $237.9K | 0.08% | +407 | New |
| Marco Investment Management LLC | 408 | $238.5K | 0.02% | +408 | New |
| Members Capital Advisors Inc | 409 | $239.1K | 0.28% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 410 | $239.7K | 0.06% | +410 | New |
| Bedel Financial Consulting, Inc. | 411 | $240.4K | 0.03% | +411 | New |
| Sym Financial Corp | 411 | $240.5K | 0.03% | +411 | New |
| Amussen Hunsaker Associates LLC | 412 | $240.8K | 0.04% | +412 | New |
| Sonoma Private Wealth LLC | 412 | $240.8K | 0.38% | +412 | New |
| Keystone Financial Services | 413 | $241.2K | 0.09% | −307−42.6% | Reduced |
| Elevatus Welath Management | 414 | $241.8K | 0.08% | +414 | New |
| Nemes Rush Group LLC | 532 | $242.0K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 399 | $243.0K | 0.06% | +399 | New |
| Burke & Herbert Bank & Trust Co | 416 | $243.2K | 0.06% | −206−33.1% | Reduced |
| Spinnaker Investment Group, LLC | 416 | $243.2K | 0.06% | +416 | New |
| MBA Advisors LLC | 417 | $243.8K | 0.12% | −57−12.0% | Reduced |
| Joule Financial, LLC | 418 | $244.3K | 0.09% | +418 | New |
| Argus Investors' Counsel, Inc. | 419 | $245.2K | 0.16% | −10−2.3% | Reduced |
| Aprio Wealth Management, LLC | 420 | $245.3K | 0.04% | −55−11.6% | Reduced |
| Krane Funds Advisors LLC | 420 | $245.5K | 0.01% | +420 | New |
| BKM Wealth Management, LLC | 420 | $245.5K | 0.10% | +420 | New |
| Tandem Investment Advisors, Inc. | 420 | $246.0K | 0.01% | +420 | New |
| Wealthstream Advisors, Inc. | 421 | $246.3K | 0.04% | +421 | New |
| Resonant Capital Advisors, LLC | 423 | $247.3K | 0.02% | +423 | New |
| Talbot Financial, LLC | 423 | $247.3K | 0.03% | +423 | New |
| One Charles Private Wealth Services, LLC | 424 | $247.7K | 0.09% | +424 | New |
| Westshore Wealth, LLC | 424 | $248.1K | 0.10% | −12−2.8% | Reduced |
| Manchester Financial Inc | 425 | $248.3K | 0.05% | +425 | New |
| Godsey & Gibb Associates | 425 | $248.4K | 0.02% | −135−24.1% | Reduced |
| Forbes J M & Co LLP | 425 | $248.4K | 0.02% | +425 | New |
| Covestor Ltd | 426 | $249.0K | 0.16% | 00.0% | Unchanged |
| Essex LLC | 429 | $250.8K | 0.05% | +429 | New |
| Mascoma Wealth Management LLC | 430 | $251.4K | 0.06% | −35−7.5% | Reduced |
| Embree Financial Group | 431 | $251.8K | 0.04% | +431 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 431 | $251.9K | 0.14% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 431 | $251.9K | 0.18% | 00.0% | Unchanged |
| Integrity Financial Corp | 431 | $251.9K | 0.15% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 432 | $252.5K | 0.06% | −18−4.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 433 | $253.1K | 0.06% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 434 | $253.8K | 0.08% | +1+0.2% | Added |
| TAGStone Capital, Inc. | 434 | $254.0K | 0.13% | 00.0% | Unchanged |
| United Community Bank | 436 | $254.9K | 0.10% | −105−19.4% | Reduced |
| Merriman Wealth Management, LLC | 438 | $256.0K | 0.01% | −39−8.2% | Reduced |
| First County Bank | 440 | $257.2K | 0.13% | +440 | New |
| Aspire Wealth Management Corp | 441 | $257.8K | 0.14% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 441 | $257.8K | 0.07% | +441 | New |
| Gitterman Wealth Management, LLC | 442 | $258.4K | 0.11% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 442 | $258.4K | 0.00% | +442 | New |
| Lynx Investment Advisory | 443 | $258.7K | 0.19% | +99+28.8% | Added |
| Center for Financial Planning, Inc. | 443 | $259.0K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 444 | $259.4K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 444 | $259.5K | 0.01% | +444 | New |
| Seamount Financial Group Inc | 446 | $260.7K | 0.20% | −6−1.3% | Reduced |
| Burt Wealth Advisors | 447 | $261.3K | 0.06% | 00.0% | Unchanged |
| Landaas & Co | 450 | $263.0K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 450 | $263.0K | 0.07% | 00.0% | Unchanged |
| Bay Rivers Group | 450 | $263.1K | 0.13% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 450 | $263.2K | 0.09% | +6+1.4% | Added |
| Tucker Asset Management LLC | 451 | $263.6K | 0.06% | −166−26.9% | Reduced |
| Worth Financial Advisory Group, LLC | 451 | $263.6K | 0.15% | +20+4.6% | Added |
| Global Strategic Investment Solutions, LLC | 451 | $263.8K | 0.03% | +13+3.0% | Added |
