| Kestra Investment Management, LLC | 524 | $151.9K | 0.01% | +524 | New |
| Quarry LP | 526 | $152.5K | 0.03% | +488+1,284.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $153.0K | 0.11% | −2,450−82.3% | Reduced |
| Creative Financial Designs Inc | 530 | $153.7K | 0.01% | −528−49.9% | Reduced |
| GW&K Investment Management, LLC | 533 | $155.0K | 0.00% | +19+3.7% | Added |
| Western Pacific Wealth Management, LP | 539 | $156.3K | 0.13% | −87−13.9% | Reduced |
| Bellwether Advisors, LLC | 542 | $157.1K | 0.03% | +542 | New |
| Belmont Capital, LLC | 552 | $160.1K | 0.03% | −1,085−66.3% | Reduced |
| Darwin Advisors, LLC | 554 | $160.7K | 0.05% | −141−20.3% | Reduced |
| Flagship Wealth Advisors, LLC | 556 | $161.2K | 0.09% | +556 | New |
| CarsonAllaria Wealth Management, Ltd. | 556 | $161.4K | 0.09% | +1+0.2% | Added |
| TSFG, LLC | 567 | $164.0K | 0.03% | +1+0.2% | Added |
| Banque de Luxembourg S.A. | 577 | $167.9K | 0.09% | +577 | New |
| Sugarloaf Wealth Management, LLC | 580 | $168.1K | 0.03% | +1+0.2% | Added |
| Fortis Group Advisors, LLC | 583 | $169.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 596 | $172.6K | 0.07% | +18+3.1% | Added |
| Stuart Chaussee & Associates, Inc. | 597 | $173.1K | 0.04% | −180−23.2% | Reduced |
| Pineridge Advisors LLC | 602 | $174.6K | 0.07% | −28−4.4% | Reduced |
| Avion Wealth | 607 | $175.0K | 0.04% | +210+52.9% | Added |
| Frazier Financial Advisors, LLC | 607 | $175.8K | 0.14% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 607 | $176.0K | 0.06% | −25−4.0% | Reduced |
| Centricity Wealth Management, LLC | 609 | $176.5K | 0.16% | +609 | New |
| SWAN Capital LLC | 615 | $178.3K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 617 | $178.9K | 0.05% | +53+9.4% | Added |
| Hopwood Financial Services, Inc. | 628 | $182.2K | 0.14% | +628 | New |
| Princeton Global Asset Management LLC | 634 | $183.9K | 0.03% | −4,091−86.6% | Reduced |
| Medallion Wealth Advisors, LLC | 636 | $187.0K | 0.09% | +636 | New |
| Access Investment Management LLC | 650 | $188.4K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 661 | $191.0K | 0.17% | −69−9.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 665 | $192.8K | 0.06% | +84+14.5% | Added |
| LGT Financial Advisors LLC | 667 | $193.3K | 0.43% | −16−2.3% | Reduced |
| Slocum, Gordon & Co LLP | 688 | $199.4K | 0.16% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 690 | $200.0K | 0.07% | +690 | New |
| Joel Adams & Associates, Inc. | 690 | $200.0K | 0.18% | +690 | New |
| Everstar Asset Management, LLC | 691 | $200.3K | 0.14% | −12−1.7% | Reduced |
| Fortress Financial Group, LLC | 692 | $200.6K | 0.20% | +692 | New |
| Roof Eidam & Maycock | 693 | $200.9K | 0.05% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 694 | $201.2K | 0.11% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 694 | $201.2K | 0.10% | +694 | New |
| Mascoma Wealth Management LLC | 695 | $201.5K | 0.05% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 698 | $202.2K | 0.03% | +2+0.3% | Added |
| PCG Wealth Advisors, LLC | 699 | $202.5K | 0.07% | +22+3.2% | Added |
| FSA Advisors, Inc. | 699 | $202.8K | 0.25% | −10−1.4% | Reduced |
| Skylands Capital, LLC | 700 | $202.9K | 0.03% | −150−17.6% | Reduced |
| Financial Council Asset Management Inc | 700 | $202.9K | 0.10% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 700 | $202.9K | 0.13% | +4+0.6% | Added |
| Waverton Investment Management Ltd | 701 | $203.2K | 0.00% | +701 | New |
| Barrett & Company, Inc. | 704 | $204.0K | 0.09% | +11+1.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 705 | $204.3K | 0.10% | +4+0.6% | Added |
| Concorde Asset Management, LLC | 705 | $204.4K | 0.11% | −865−55.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 705 | $204.4K | 0.00% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 706 | $204.7K | 0.11% | +20+2.9% | Added |
| Fonville Wealth Management LLC | 707 | $204.9K | 0.07% | +1+0.1% | Added |
| Horizon Investment Services, LLC | 708 | $205.5K | 0.09% | −60−7.8% | Reduced |
| Brass Tax Wealth Management, Inc | 710 | $205.9K | 0.04% | +1+0.1% | Added |
| Mills Wealth Advisors LLC | 712 | $206.4K | 0.12% | +712 | New |
| New Jersey Better Educational Savings Trust | 713 | $206.7K | 0.40% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 713 | $206.7K | 0.10% | +46+6.9% | Added |
| Safir Wealth Advisors, LLC | 715 | $207.3K | 0.16% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 715 | $207.3K | 0.10% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 715 | $207.3K | 0.16% | +5+0.7% | Added |
| Retirement Planning Group, LLC | 716 | $207.5K | 0.23% | +716 | New |
| Northwest Capital Management Inc | 716 | $207.6K | 0.09% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 719 | $208.2K | 0.13% | +719 | New |
| Marietta Wealth Management, LLC | 719 | $208.4K | 0.03% | +719 | New |
| Clarity Financial LLC | 720 | $208.7K | 0.02% | −375−34.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 720 | $208.7K | 0.03% | −10−1.4% | Reduced |
| Ellis Investment Partners, LLC | 721 | $209.1K | 0.04% | +2+0.3% | Added |
| Smallwood Wealth Investment Management, LLC | 722 | $209.3K | 0.14% | +50+7.4% | Added |
| Norris Perne & French LLP | 722 | $209.3K | 0.02% | +722 | New |
| Prism Advisors, Inc. | 723 | $209.6K | 0.06% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 725 | $210.2K | 0.11% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 725 | $210.2K | 0.02% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 726 | $210.5K | 0.14% | +726 | New |
| Clarity Wealth Advisors, LLC | 728 | $210.9K | 0.06% | −15−2.0% | Reduced |
| Vista Cima Wealth Management LLC | 728 | $211.0K | 0.22% | +728 | New |
| Forefront Wealth Partners, LLC | 731 | $211.9K | 0.16% | +731 | New |
| Financial Harvest, LLC | 731 | $212.0K | 0.18% | +731 | New |
| Applied Capital LLC | 732 | $212.2K | 0.11% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 732 | $212.2K | 0.19% | +732 | New |
| Weaver Consulting Group | 733 | $212.3K | 0.07% | +4+0.5% | Added |
| Castleview Partners, LLC | 726 | $212.4K | 0.11% | +86+13.4% | Added |
| Robinson Smith Wealth Advisors LLC | 733 | $212.5K | 0.18% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 734 | $212.8K | 0.13% | +734 | New |
| Seven Springs Wealth Group, LLC | 735 | $213.1K | 0.08% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 735 | $213.2K | 0.01% | −114−13.4% | Reduced |
| Independent Wealth Network Inc. | 736 | $213.4K | 0.09% | +36+5.1% | Added |
| Leslie Global Wealth, LLC | 737 | $213.6K | 0.10% | +59+8.7% | Added |
| Signature Wealth Management Group | 738 | $213.9K | 0.09% | −30−3.9% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 738 | $213.9K | 0.06% | 00.0% | Unchanged |
| Plan A Wealth LLC | 738 | $213.9K | 0.20% | +738 | New |
| OneAscent Wealth Management LLC | 737 | $214.0K | 0.09% | −477−39.3% | Reduced |
| Inspire Advisors, LLC | 738 | $214.1K | 0.03% | +10+1.4% | Added |
| Drucker Wealth 3.0, LLC | 739 | $214.2K | 0.05% | +27+3.8% | Added |
| Long Run Wealth Advisors, LLC | 739 | $214.3K | 0.05% | +3+0.4% | Added |
| Private Wealth Advisors | 741 | $214.7K | 0.09% | +4+0.5% | Added |
| Dynamic Financial Group | 742 | $215.1K | 0.22% | +742 | New |
| Horan Securities, Inc. | 743 | $215.4K | 0.08% | +4+0.5% | Added |
| Landing Point Financial Group, LLC | 705 | $216.7K | 0.17% | +705 | New |
| Arcus Capital Partners, LLC | 769 | $216.9K | 0.07% | +4+0.5% | Added |
