| Blue Bell Private Wealth Management, LLC | 385 | $190.1K | 0.04% | +27+7.5% | Added |
| Spectrum Wealth Counsel, LLC | 400 | $197.5K | 0.02% | −435−52.1% | Reduced |
| Olistico Wealth, LLC | 400 | $197.5K | 0.12% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 403 | $199.1K | 0.07% | 00.0% | Unchanged |
| Philadelphia Trust Co | 406 | $200.0K | 0.01% | +406 | New |
| Tobias Financial Advisors, Inc. | 406 | $200.5K | 0.04% | +406 | New |
| Financial Enhancement Group LLC | 528 | $200.8K | 0.04% | +60+12.8% | Added |
| Intrepid Capital Management Inc | 409 | $202.0K | 0.11% | +409 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 409 | $202.0K | 0.02% | +409 | New |
| Chapin Davis, Inc. | 409 | $202.0K | 0.07% | +409 | New |
| St. Louis Trust Co | 410 | $202.5K | 0.03% | +410 | New |
| Philip James Wealth Mangement, LLC | 412 | $203.3K | 0.02% | +412 | New |
| Ables, Iannone, Moore & Associates, Inc. | 412 | $203.4K | 0.13% | +412 | New |
| Great Waters Wealth Management | 412 | $203.5K | 0.03% | +412 | New |
| Skyline Advisors, Inc. | 413 | $203.7K | 0.08% | +413 | New |
| Planned Solutions, Inc. | 414 | $204.4K | 0.08% | +414 | New |
| Foguth Wealth Management, LLC. | 414 | $206.0K | 0.07% | −303−42.3% | Reduced |
| McIlrath & Eck, LLC | 418 | $206.3K | 0.03% | −376−47.4% | Reduced |
| TRUE Private Wealth Advisors | 418 | $206.4K | 0.02% | −578−58.0% | Reduced |
| Johnson Bixby & Associates, LLC | 418 | $206.4K | 0.03% | +418 | New |
| Range Financial Group LLC | 419 | $206.9K | 0.28% | −591−58.5% | Reduced |
| KWMG, LLC | 421 | $207.9K | 0.02% | +421 | New |
| Abacus Wealth Partners, LLC | 421 | $207.9K | 0.03% | +421 | New |
| Vaughan David Investments LLC | 421 | $208.0K | 0.00% | +421 | New |
| Quartz Partners, LLC | 422 | $208.3K | 0.13% | +422 | New |
| Brave Warrior Advisors, LLC | 422 | $208.4K | 0.00% | +422 | New |
| Ellsworth Advisors, LLC | 424 | $209.3K | 0.05% | +424 | New |
| Financial Security Advisor, Inc. | 424 | $209.5K | 0.05% | +424 | New |
| Accelerate Investment Advisors LLC | 425 | $209.9K | 0.20% | +425 | New |
| Opal Wealth Advisors, LLC | 427 | $210.9K | 0.07% | −195−31.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 428 | $211.3K | 0.11% | +428 | New |
| Pitti Group Wealth Management, LLC | 497 | $212.0K | 0.23% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 430 | $212.1K | 0.11% | +430 | New |
| Smith Shellnut Wilson LLC | 430 | $212.3K | 0.10% | +430 | New |
| West Paces Advisors Inc. | 433 | $213.9K | 0.05% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 434 | $214.3K | 0.04% | +434 | New |
| Obsidian Personal Planning Solutions LLC | 430 | $214.7K | 0.11% | +430 | New |
| Cabot Wealth Management Inc | 435 | $214.8K | 0.03% | +435 | New |
| Cooper/Haims Advisors, LLC | 435 | $214.8K | 0.12% | +435 | New |
| Dover Advisors, LLC | 437 | $215.8K | 0.12% | +437 | New |
| RNC Capital Management LLC | 490 | $216.0K | 0.01% | 00.0% | Unchanged |
| Finivi Inc. | 438 | $216.1K | 0.18% | −25−5.4% | Reduced |
| Yeomans Consulting Group, Inc. | 438 | $216.3K | 0.08% | −113−20.5% | Reduced |
| Montz Harcus Wealth Management LLC | 439 | $216.8K | 0.13% | +439 | New |
| Opus Capital Group, LLC | 440 | $217.0K | 0.03% | +440 | New |
| Retirement Solution Inc. | 441 | $217.5K | 0.05% | +441 | New |
| Burke & Herbert Bank & Trust Co | 441 | $217.8K | 0.05% | +441 | New |
| Oliver Luxxe Assets LLC | 441 | $217.8K | 0.04% | −54−10.9% | Reduced |
| Zega Financial, LLC | 442 | $218.1K | 0.07% | +442 | New |
| Mountain Capital Investment Advisors, Inc | 412 | $218.1K | 0.05% | +412 | New |
| Fca Corp | 443 | $218.8K | 0.07% | +443 | New |
| Bell Investment Advisors, Inc | 443 | $218.8K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 443 | $218.9K | 0.05% | +443 | New |
| Abacus Planning Group, Inc. | 446 | $220.2K | 0.04% | +446 | New |
| Exchange Capital Management, Inc. | 449 | $221.7K | 0.04% | +449 | New |
| Abundance Wealth Counselors | 449 | $222.0K | 0.05% | +449 | New |
| Capstone Investment Advisors, LLC | 450 | $222.2K | 0.00% | −12,515−96.5% | Reduced |
| waypoint wealth counsel | 451 | $222.7K | 0.15% | +451 | New |
| Pacific Center for Financial Services | 452 | $223.0K | 0.06% | +1+0.2% | Added |
| LifePlan Investment Advisors, Inc. | 452 | $223.2K | 0.14% | −14−3.0% | Reduced |
| Falcon Wealth Planning | 453 | $223.7K | 0.03% | +453 | New |
| Greenwich Wealth Management LLC | 454 | $224.0K | 0.02% | +454 | New |
| Seldon Capital LP | 454 | $224.2K | 0.13% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 454 | $224.2K | 0.09% | −153−25.2% | Reduced |
| Citizens National Bank Trust Department | 455 | $224.7K | 0.05% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 455 | $224.7K | 0.12% | +21+4.8% | Added |
| Crestline Management, LP | 456 | $225.2K | 0.01% | −5,876−92.8% | Reduced |
| Capital Investment Services of America, Inc. | 456 | $225.2K | 0.02% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 456 | $225.2K | 0.14% | 00.0% | Unchanged |
| ERn Financial, LLC | 457 | $225.7K | 0.03% | +457 | New |
| Cladis Investment Advisory, LLC | 458 | $226.3K | 0.16% | +458 | New |
| Legacy Financial Strategies, LLC | 459 | $226.9K | 0.05% | −75−14.0% | Reduced |
| Evolution Wealth Advisors, LLC | 460 | $227.1K | 0.04% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 460 | $227.1K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 460 | $227.1K | 0.06% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 462 | $228.1K | 0.11% | +462 | New |
| Birchcreek Wealth Management, LLC | 462 | $228.2K | 0.15% | +462 | New |
| M3 Advisory Group, LLC | 463 | $228.6K | 0.17% | +463 | New |
| Carl P. Sherr & Co., LLC | 463 | $228.6K | 0.12% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 464 | $229.1K | 0.08% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 440 | $229.5K | 0.14% | −36−7.6% | Reduced |
| Voisard Asset Management Group, Inc. | 465 | $229.6K | 0.10% | −190−29.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 465 | $229.6K | 0.05% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 465 | $229.6K | 0.05% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 465 | $229.6K | 0.08% | +1+0.2% | Added |
| ISAM Funds (UK) Ltd | 465 | $229.6K | 0.13% | +465 | New |
| Traynor Capital Management, Inc. | 465 | $229.6K | 0.02% | +12+2.6% | Added |
| Pathway Financial Advisers, LLC | 466 | $230.1K | 0.10% | +80+20.7% | Added |
| Correct Capital Wealth Management | 466 | $230.1K | 0.05% | −10−2.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 467 | $230.6K | 0.05% | +467 | New |
| 49 Wealth Management, LLC | 467 | $230.6K | 0.04% | +467 | New |
| Financial Symmetry Inc | 470 | $232.1K | 0.16% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 471 | $232.6K | 0.04% | −277−37.0% | Reduced |
| Palogic Value Management, L.P. | 471 | $232.6K | 0.09% | −13−2.7% | Reduced |
| Beacon Capital Management, LLC | 471 | $232.6K | 0.03% | +139+41.9% | Added |
| Warwick Investment Management, Inc. | 471 | $232.6K | 0.06% | +471 | New |
| Secure Asset Management, LLC | 473 | $233.3K | 0.04% | +473 | New |
| Heritage Wealth Management, Inc. | 473 | $233.6K | 0.08% | 00.0% | Unchanged |
| Boston Mountain Money Management Inc | 473 | $233.7K | 0.14% | −7−1.5% | Reduced |
| Fluent Financial, LLC | 475 | $234.6K | 0.11% | −15−3.1% | Reduced |
