| Luminvest Wealth Management LLC | 713 | $203.5K | 0.06% | +713 | New |
| Claris Advisors, LLC | 716 | $204.4K | 0.06% | +716 | New |
| Challenger Wealth Management | 717 | $204.5K | 0.16% | +717 | New |
| Triasima Portfolio Management inc. | 718 | $204.9K | 0.03% | +718 | New |
| ARGA Investment Management, LP | 719 | $205.2K | 0.01% | +719 | New |
| Webster Bank, N. A. | 720 | $205.5K | 0.02% | 00.0% | Unchanged |
| David J Yvars Group | 720 | $205.5K | 0.11% | +720 | New |
| Traub Capital Management LLC | 720 | $205.5K | 0.20% | +720 | New |
| Meramec Financial Planners, LLC | 521 | $205.6K | 0.08% | +521 | New |
| ABLE Financial Group, LLC | 723 | $206.4K | 0.04% | +723 | New |
| Human Investing LLC | 723 | $206.4K | 0.03% | +723 | New |
| FourThought Financial Partners, LLC | 724 | $206.6K | 0.02% | +724 | New |
| MWA Asset Management | 725 | $206.9K | 0.12% | +725 | New |
| Ocean Capital Management, LLC | 726 | $207.1K | 0.04% | +726 | New |
| ISAM Funds (UK) Ltd | 726 | $207.2K | 0.07% | −102−12.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 728 | $207.8K | 0.01% | +728 | New |
| Resurgent Financial Advisors LLC | 729 | $208.0K | 0.10% | +729 | New |
| QP Wealth Management, LLC | 734 | $209.5K | 0.18% | +734 | New |
| Meredith Wealth Planning | 735 | $209.7K | 0.06% | +735 | New |
| San Luis Wealth Advisors LLC | 735 | $209.8K | 0.04% | +735 | New |
| Abc Arbitrage SA | 737 | $210.3K | 0.02% | +737 | New |
| First Commonwealth Financial Corp | 738 | $210.6K | 0.03% | +738 | New |
| Kelman-Lazarov, Inc. | 739 | $210.9K | 0.03% | +739 | New |
| Luts & Greenleigh Group, Inc | 740 | $211.2K | 0.18% | +740 | New |
| Symmetry Peak Management LLC | 740 | $211.2K | 4.46% | +740 | New |
| RIA Advisory Group LLC | 743 | $212.2K | 0.05% | +743 | New |
| Financial Management Professionals, Inc. | 744 | $212.3K | 0.02% | −9−1.2% | Reduced |
| Gibson Wealth Advisors LLC | 744 | $212.4K | 0.15% | +744 | New |
| Whittier Trust Co of Nevada Inc | 619 | $212.6K | 0.00% | −130−17.4% | Reduced |
| Perfromance Wealth Partners, LLC | 746 | $212.9K | 0.01% | +746 | New |
| Avid Wealth Partners LLC | 746 | $212.9K | 0.10% | +746 | New |
| Elgethun Capital Management | 747 | $213.1K | 0.04% | +747 | New |
| Hamilton Point Investment Advisors, LLC | 748 | $213.6K | 0.03% | +748 | New |
| McGlone Suttner Wealth Management, Inc. | 749 | $213.8K | 0.03% | +749 | New |
| NewSquare Capital LLC | 750 | $214.1K | 0.02% | +750 | New |
| Adalta Capital Management LLC | 750 | $214.1K | 0.10% | −300−28.6% | Reduced |
| Marshall Financial Group LLC | 752 | $214.6K | 0.04% | +752 | New |
| Sequent Asset Management, LLC | 754 | $215.0K | 0.10% | +754 | New |
| Oxford Financial Group Ltd | 755 | $215.5K | 0.01% | +755 | New |
| Maxele Advisors, LLC | 755 | $215.5K | 0.18% | +755 | New |
| Hayek Kallen Investment Management | 757 | $216.0K | 0.07% | +757 | New |
| Auxano Advisors, LLC | 759 | $216.7K | 0.04% | +759 | New |
| Connecticut Wealth Management, LLC | 760 | $216.9K | 0.01% | +760 | New |
| Bayforest Capital Ltd | 763 | $217.8K | 0.16% | −436−36.4% | Reduced |
| VeraBank, N.A. | 763 | $217.8K | 0.04% | +763 | New |
| Vilga Financial Planning LLC | 765 | $218.3K | 0.21% | +765 | New |
| Lantz Financial LLC | 766 | $218.7K | 0.05% | +766 | New |
| Walkner Condon Financial Advisors LLC | 767 | $218.9K | 0.03% | +767 | New |
| Harbor Investment Advisory, LLC | 770 | $219.8K | 0.02% | +305+65.6% | Added |
| AIFG Consultants Ltd. | 771 | $220.1K | 0.38% | +771 | New |
| New Insight Wealth Advisors | 773 | $220.6K | 0.08% | +773 | New |
| Lanham O'Dell & Company, Inc. | 774 | $220.9K | 0.06% | +774 | New |
| Retirement Guys Formula LLC | 776 | $221.5K | 0.10% | +776 | New |
| Cora Capital Advisors LLC | 776 | $221.6K | 0.09% | +776 | New |
| Financial Security Advisor, Inc. | 779 | $222.3K | 0.04% | +779 | New |
| Farmers & Merchants Investments Inc | 780 | $222.6K | 0.01% | +10+1.3% | Added |
| Tred Avon Family Wealth, LLC | 782 | $223.2K | 0.07% | +782 | New |
| Eagle Wealth Advisors LLC | 784 | $223.8K | 0.19% | +784 | New |
| Rockline Wealth Management, LLC | 785 | $224.0K | 0.05% | +785 | New |
| Ponta Wealth Partners, LLC | 786 | $224.3K | 0.21% | +786 | New |
| WSFS Capital Management, LLC | 787 | $224.6K | 0.01% | +787 | New |
| Mainsail Asset Management, LLC | 787 | $224.6K | 0.10% | +787 | New |
| Stonebridge Capital Advisors LLC | 787 | $224.7K | 0.02% | +787 | New |
| Stockman Wealth Management, Inc. | 788 | $224.9K | 0.03% | +788 | New |
| FreeGulliver LLC | 789 | $225.2K | 0.10% | +789 | New |
| Ballast Advisors LLC | 790 | $225.5K | 0.06% | +790 | New |
| Landing Point Financial Group, LLC | 793 | $226.4K | 0.11% | −508−39.0% | Reduced |
| Auxier Asset Management | 795 | $226.9K | 0.03% | +795 | New |
| Heron Bay Capital Management | 797 | $227.5K | 0.04% | +797 | New |
| Sandy Cove Advisors, LLC | 797 | $227.5K | 0.07% | +797 | New |
| LaFleur & Godfrey LLC | 799 | $228.0K | 0.03% | +799 | New |
| Lavaca Capital LLC | 800 | $228.3K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 800 | $228.3K | 0.12% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 800 | $228.3K | 0.03% | +800 | New |
| Lazari Capital Management, Inc. | 800 | $228.3K | 0.08% | +800 | New |
| Pacific Park Financial, Inc. | 800 | $228.3K | 0.14% | +800 | New |
| Purpose Unlimited Inc. | 800 | $228.3K | 0.01% | +800 | New |
| Rossby Financial, LCC | 802 | $228.9K | 0.07% | +422+111.1% | Added |
| Melfa Wealth Management, LLC | 802 | $228.9K | 0.13% | +802 | New |
| Sterling Investment Counsel, LLC | 804 | $229.5K | 0.07% | +804 | New |
| Oder Investment Management, LLC | 805 | $229.8K | 0.17% | +805 | New |
| Warner Financial, Inc | 805 | $230.0K | 0.08% | +805 | New |
| Richmond Investment Services, LLC | 806 | $230.1K | 0.04% | −615−43.3% | Reduced |
| Delta Investment Management, LLC | 807 | $230.3K | 0.04% | +807 | New |
| MCF Advisors LLC | 808 | $230.7K | 0.01% | +742+1,124.2% | Added |
| First Western Trust Bank | 809 | $230.9K | 0.01% | +809 | New |
| Guardian Asset Advisors, LLC | 811 | $231.4K | 0.12% | +811 | New |
| Counterweight Ventures, LLC | 811 | $231.5K | 0.13% | +811 | New |
| Compass Ion Advisors, LLC | 812 | $231.8K | 0.02% | +812 | New |
| Financial Engines Advisors L.L.C. | 813 | $232.0K | 0.00% | +813 | New |
| Gateway Wealth Partners, LLC | 813 | $232.1K | 0.03% | +813 | New |
| Curran Financial Partners, LLC | 814 | $232.4K | 0.04% | +814 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 816 | $232.9K | 0.01% | +816 | New |
| Vestor Capital, LLC | 4,326 | $233.0K | 0.02% | +4,326 | New |
| Everest Management Corp. | 819 | $233.8K | 0.13% | +819 | New |
| Fjell Capital, LLC | 820 | $234.0K | 0.18% | +820 | New |
| StoryOne LLC | 0 | $234.6K | 0.14% | 0 | New |
| Smith, Moore & Co. | 823 | $235.0K | 0.02% | −725−46.8% | Reduced |
| Scientech Research LLC | 827 | $236.0K | 0.15% | +827 | New |
| Pasadena Private Wealth, LLC | 828 | $236.2K | 0.03% | +828 | New |
