| One Wealth Capital Management, LLC | 816 | $353.6K | 0.10% | +816 | New |
| Welch & Forbes LLC | 817 | $354.0K | 0.00% | +817 | New |
| Intrua Financial, LLC | 818 | $354.3K | 0.03% | −478−36.9% | Reduced |
| Semus Wealth Partners LLC | 820 | $355.2K | 0.17% | +820 | New |
| Atlantic Edge Private Wealth Management, LLC | 820 | $355.3K | 0.07% | +20+2.5% | Added |
| Tilia Fiduciary Partners, Inc. | 820 | $355.3K | 0.17% | +820 | New |
| Tenzing Financial LLC | 1,018 | $356.5K | 0.24% | +34+3.5% | Added |
| Lynx Capital Group Ltd | 823 | $356.6K | 0.14% | +823 | New |
| Sunbeam Capital Management, LLC | 823 | $356.8K | 0.16% | +823 | New |
| J.M. Arbour, LLC | 825 | $357.5K | 0.31% | +825 | New |
| Capital Analysts, LLC | 827 | $358.0K | 0.01% | +783+1,779.5% | Added |
| Laidlaw Wealth Management LLC | 831 | $360.1K | 1.03% | +831 | New |
| Wellington-Altus USA Inc. | 1,686 | $360.2K | 0.26% | +476+39.3% | Added |
| Maripau Wealth Management LLC | 833 | $360.8K | 0.13% | +833 | New |
| Verum Partners LLC | 837 | $362.8K | 0.05% | +837 | New |
| Alchemi Wealth, LLC | 839 | $363.6K | 0.17% | +839 | New |
| Kozak & Associates, Inc. | 930 | $363.9K | 0.06% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 840 | $364.0K | 0.04% | +840 | New |
| Citizens Business Bank | 840 | $364.0K | 0.05% | +840 | New |
| Sierra Ocean, LLC | 841 | $364.5K | 0.25% | +841 | New |
| August Group Capital Ltd | 844 | $365.3K | 0.40% | +844 | New |
| F&V Capital Management, LLC | 850 | $368.0K | 0.07% | +850 | New |
| Moment Partners, LLC | 849 | $368.1K | 0.07% | +849 | New |
| DF Dent & Co Inc | 850 | $368.3K | 0.01% | +850 | New |
| Kohmann Bosshard Financial Services, LLC | 851 | $368.9K | 0.03% | +851 | New |
| McElhenny Sheffield Capital Management, LLC | 853 | $369.6K | 0.09% | +853 | New |
| Teamwork Financial Advisors, LLC | 855 | $370.5K | 0.03% | −518−37.7% | Reduced |
| Financial Solutions Advisory Group, Inc. | 1,050 | $370.8K | 0.05% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 858 | $371.8K | 0.38% | +858 | New |
| Vantage Point Financial LLC | 859 | $372.3K | 0.11% | +859 | New |
| Key Financial Inc | 860 | $372.7K | 0.06% | −151−14.9% | Reduced |
| Monticello Wealth Management, LLC | 861 | $373.1K | 0.02% | +861 | New |
| FreeGulliver LLC | 862 | $373.5K | 0.13% | −96−10.0% | Reduced |
| Coastal Investment Advisors, Inc. | 862 | $373.6K | 0.12% | +862 | New |
| Arrowroot Family Office, LLC | 862 | $373.6K | 0.11% | +862 | New |
| Bright Futures Wealth Management, LLC. | 863 | $374.0K | 0.24% | +863 | New |
| Wilkerson Advisory Group LLC | 864 | $374.4K | 0.11% | +470+119.3% | Added |
| MN Wealth Advisors, LLC | 864 | $374.7K | 0.16% | +864 | New |
| American Trust | 866 | $375.3K | 0.03% | +866 | New |
| Cordoba Advisory Partners LLC | 871 | $377.7K | 0.08% | +871 | New |
| Addison Advisors LLC | 872 | $377.9K | 0.18% | −2,002−69.7% | Reduced |
| Markin Asset Management, LP | 873 | $378.3K | 0.32% | +873 | New |
| SlateStone Wealth, LLC | 875 | $379.0K | 0.03% | +875 | New |
| E6 Portfolios, LLC | 876 | $379.8K | 0.30% | +876 | New |
| Integrated Quantitative Investments LLC | 877 | $380.0K | 0.06% | −8,091−90.2% | Reduced |
| Strategic Advisory Partners, LLC | 879 | $380.9K | 0.27% | +879 | New |
| Accretive Wealth Partners, LLC | 881 | $381.8K | 0.09% | +881 | New |
| Independence Bank of Kentucky | 885 | $383.5K | 0.04% | −25−2.7% | Reduced |
| Malaga Cove Capital, LLC | 885 | $383.5K | 0.12% | +885 | New |
| Manchester Financial Inc | 885 | $383.5K | 0.07% | −169−16.0% | Reduced |
| Clare Market Investments LLC | 885 | $383.5K | 0.07% | +885 | New |
| Concorde Asset Management, LLC | 885 | $383.7K | 0.22% | +885 | New |
| Luts & Greenleigh Group, Inc | 887 | $384.2K | 0.29% | +887 | New |
| Waystone Advisors LLC | 887 | $384.4K | 0.29% | +887 | New |
| LaSalle St. Investment Advisors, LLC | 888 | $384.9K | 0.05% | +888 | New |
| Emprise Bank | 890 | $385.7K | 0.14% | +890 | New |
| Mainsail Asset Management, LLC | 1,234 | $386.5K | 0.15% | +81+7.0% | Added |
| Verdad Advisers, LP | 893 | $387.0K | 0.37% | −4,270−82.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 893 | $387.0K | 0.09% | +893 | New |
| DecisionMap Wealth Management, LLC | 893 | $387.0K | 0.22% | +893 | New |
| Intergy Private Wealth, LLC | 900 | $390.0K | 0.09% | +900 | New |
| Principle Wealth Partners LLC | 900 | $390.2K | 0.02% | +900 | New |
| Turning Point Benefit Group, Inc. | 913 | $391.3K | 0.17% | +913 | New |
| Mid-American Wealth Advisory Group, Inc. | 904 | $391.7K | 0.14% | +904 | New |
| LifePlan Investment Advisors, Inc. | 906 | $392.6K | 0.14% | +906 | New |
| Nautilus Advisors LLC | 1,123 | $393.6K | 0.23% | +109+10.7% | Added |
| Costello Asset Management, INC | 910 | $394.3K | 0.12% | −200−18.0% | Reduced |
| Ascent Wealth Partners, LLC | 910 | $394.3K | 0.04% | +910 | New |
| Oxford Wealth Group, LLC | 911 | $394.8K | 0.18% | −74−7.5% | Reduced |
| Guardian Financial Partners, LLC | 911 | $394.9K | 0.15% | +911 | New |
| Littlejohn Financial Services, Inc. | 912 | $395.2K | 0.29% | −391−30.0% | Reduced |
| Action Point Financial Planning, LLC | 917 | $395.4K | 0.04% | +917 | New |
| Lakeshore Capital Group, Inc. | 915 | $396.6K | 0.29% | +915 | New |
| Gallagher Fiduciary Advisors, LLC | 915 | $396.6K | 0.01% | +915 | New |
| Vance Wealth, Inc. | 918 | $398.0K | 0.09% | +918 | New |
| Walter & Keenan Financial Consulting Co | 921 | $399.1K | 0.10% | +921 | New |
| North Capital, Inc. | 922 | $399.5K | 0.30% | +922 | New |
| Davidson Investment Advisors | 924 | $400.4K | 0.02% | −126−12.0% | Reduced |
| Hidden Cove Wealth Management, LLC | 924 | $400.4K | 0.22% | +924 | New |
| WealthTrust Axiom LLC | 927 | $401.7K | 0.09% | +927 | New |
| Gambit Capital Management, LLC | 927 | $401.7K | 0.23% | −242−20.7% | Reduced |
| Philadelphia Trust Co | 930 | $403.0K | 0.03% | +930 | New |
| Peoples Bank | 931 | $403.4K | 0.21% | +931 | New |
| Sandy Cove Advisors, LLC | 935 | $405.2K | 0.10% | +935 | New |
| S.A. Mason LLC | 936 | $405.6K | 0.12% | +50+5.6% | Added |
| Market Street Wealth Management Advisors LLC | 936 | $405.6K | 0.06% | +936 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 6,572 | $405.6K | 0.12% | +3,945+150.2% | Added |
| Advisory Advocates, LLC | 937 | $406.0K | 0.35% | +937 | New |
| Journey Retirement Planning & Investment Management LLC | 937 | $406.1K | 0.32% | +937 | New |
| Rosenberg Matthew Hamilton | 939 | $406.9K | 0.08% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 939 | $406.9K | 0.14% | −4−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 940 | $407.3K | 0.00% | −140−13.0% | Reduced |
| DT Investment Partners, LLC | 940 | $407.3K | 0.03% | +80+9.3% | Added |
| Biltmore Wealth Management, LLC | 940 | $407.4K | 0.13% | +940 | New |
| Astra Wealth Partners LLC | 943 | $408.6K | 0.23% | +943 | New |
| GatePass Capital, LLC | 944 | $409.1K | 0.16% | +944 | New |
| Benin Management CORP | 945 | $409.5K | 0.08% | +945 | New |
| Bienville Capital Management, LLC | 950 | $411.9K | 0.06% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 951 | $412.0K | 0.32% | −93−8.9% | Reduced |
| Expressive Wealth LLC | 953 | $413.0K | 0.39% | +953 | New |
