| Bluedoor Private Wealth, LLC | 830 | $236.9K | 0.11% | +830 | New |
| New Covenant Trust Company, N.A. | 752 | $237.2K | 0.21% | +752 | New |
| Beck Mack & Oliver LLC | 833 | $237.7K | 0.00% | +833 | New |
| Box Hill Private Wealth LLC | 835 | $238.4K | 0.24% | +835 | New |
| Rinkey Investments | 838 | $239.2K | 0.06% | +838 | New |
| Elm Partners Management LLC | 840 | $239.7K | 0.01% | +840 | New |
| Neville Rodie & Shaw Inc | 840 | $240.0K | 0.02% | +840 | New |
| TCI Wealth Advisors, Inc. | 841 | $240.0K | 0.01% | +841 | New |
| Financial Consulate, Inc | 842 | $240.4K | 0.03% | +124+17.3% | Added |
| Carter Financial Group, INC. | 841 | $240.4K | 0.14% | +841 | New |
| Cornerstone Advisory, LLC | 844 | $240.9K | 0.02% | +844 | New |
| Walter & Keenan Financial Consulting Co | 845 | $241.2K | 0.06% | +845 | New |
| CFS Investment Advisory Services, LLC | 846 | $241.5K | 0.02% | +846 | New |
| Torrey Growth & Income Advisors | 846 | $241.5K | 0.08% | +846 | New |
| TFB Advisors LLC | 849 | $242.2K | 0.07% | +849 | New |
| Titleist Asset Management, LLC | 849 | $242.3K | 0.02% | +849 | New |
| Salvus Wealth Management, LLC | 850 | $242.6K | 0.14% | +850 | New |
| Artesa Financial Group, LLC | 851 | $242.8K | 0.25% | +851 | New |
| Cedar Wealth Management, LLC | 855 | $244.0K | 0.07% | 00.0% | Unchanged |
| 21 West Wealth Management LLC | 855 | $244.0K | 0.22% | +855 | New |
| Accredited Investors Inc. | 857 | $244.6K | 0.01% | +857 | New |
| Outlook Wealth Advisors, LLC | 858 | $244.9K | 0.06% | +858 | New |
| Advisortrust Partners, LLC | 858 | $244.9K | 0.11% | +858 | New |
| Atlas Private Wealth Advisors | 858 | $244.9K | 0.06% | +858 | New |
| Hamilton Capital, LLC | 860 | $245.5K | 0.01% | +860 | New |
| Northstar Group, Inc. | 862 | $246.0K | 0.03% | +862 | New |
| Warburton Capital Management, LLC | 866 | $247.0K | 0.14% | +866 | New |
| Mirabella Financial Services LLP | 868 | $247.7K | 0.02% | +868 | New |
| Family Management Corp | 868 | $247.7K | 0.03% | +868 | New |
| Farringdon Capital, Ltd. | 868 | $247.7K | 0.06% | +868 | New |
| Johnson Financial Group, Inc. | 869 | $248.1K | 0.01% | −142−14.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 869 | $248.1K | 0.09% | +869 | New |
| Berkshire Bank | 870 | $248.3K | 0.05% | +870 | New |
| VARCOV Co. | 873 | $249.2K | 0.10% | +873 | New |
| Tenzing Financial LLC | 874 | $249.5K | 0.20% | +874 | New |
| Bruce G. Allen Investments, LLC | 875 | $249.7K | 0.17% | −42−4.6% | Reduced |
| TMB Capital Partners, LLC | 875 | $249.8K | 0.09% | +875 | New |
| Kaufman Rossin Wealth, LLC | 876 | $250.0K | 0.13% | +876 | New |
| Gibbs Wealth Management | 726 | $250.6K | 0.06% | +726 | New |
| Fiduciary Alliance LLC | 881 | $251.3K | 0.02% | +881 | New |
| Eagle Bay Advisors LLC | 882 | $251.9K | 0.18% | +882 | New |
| Topsail Wealth Management, LLC | 883 | $252.1K | 0.04% | +883 | New |
| GR Financial Group, LLC | 888 | $253.5K | 0.06% | +888 | New |
| ERn Financial, LLC | 889 | $253.7K | 0.05% | +889 | New |
| Allegheny Financial Group LTD | 889 | $253.9K | 0.04% | +889 | New |
| Cherrydale Wealth Management, LLC | 892 | $254.6K | 0.08% | +892 | New |
| Figure 8 Investment Strategies LLC | 895 | $255.4K | 0.23% | +895 | New |
| Alaethes Wealth LLC | 895 | $255.5K | 0.07% | +895 | New |
| KLCM Advisors, Inc. | 898 | $256.3K | 0.02% | +898 | New |
| Paradigm Asset Management Co LLC | 900 | $256.9K | 0.06% | 00.0% | Unchanged |
| Fosun International Ltd | 900 | $256.9K | 0.06% | +900 | New |
| Abbot Financial Management, Inc. | 900 | $256.9K | 0.11% | +900 | New |
| J. L. Bainbridge & Co., Inc. | 900 | $256.9K | 0.02% | +900 | New |
| Greenspring Advisors, LLC | 901 | $257.2K | 0.02% | +901 | New |
| MN Wealth Advisors, LLC | 901 | $257.4K | 0.13% | +901 | New |
| EJMK Ventures LLC | 905 | $258.3K | 0.16% | +905 | New |
| Empower Advisory Group, LLC | 906 | $258.6K | 0.00% | −2,365−72.3% | Reduced |
| Parisi Gray Wealth Management | 906 | $258.6K | 0.06% | +906 | New |
| Oxinas Partners Wealth Management LLC | 907 | $258.9K | 0.12% | +907 | New |
| Seascape Capital Management | 909 | $259.0K | 0.07% | +909 | New |
| LeClair Wealth Partners LLC | 908 | $259.2K | 0.15% | +908 | New |
| Godsey & Gibb Associates | 908 | $259.2K | 0.02% | +892+5,575.0% | Added |
| Alchemi Wealth, LLC | 909 | $259.7K | 0.14% | +909 | New |
| Strategic Planning Group, LLC | 912 | $260.4K | 0.03% | +912 | New |
| Zinnia Wealth Advisory, LLC | 915 | $261.1K | 0.28% | +915 | New |
| Wealth Management Associates, Inc. | 917 | $261.7K | 0.09% | +917 | New |
| NTV Asset Management LLC | 919 | $262.3K | 0.03% | +919 | New |
| SOA Wealth Advisors, LLC. | 919 | $262.4K | 0.04% | +144+18.6% | Added |
| Drucker Wealth 3.0, LLC | 920 | $262.6K | 0.05% | +920 | New |
| Ogorek Anthony Joseph | 922 | $263.0K | 0.07% | −73−7.3% | Reduced |
| Avion Wealth | 923 | $263.0K | 0.06% | +128+16.1% | Added |
| American Financial Advisors, LLC | 925 | $264.0K | 0.03% | +925 | New |
| Valley Brook Capital Group | 925 | $264.0K | 0.17% | +925 | New |
| Petra Financial Advisors Inc | 927 | $264.6K | 0.16% | +927 | New |
| Town Capital LLC | 928 | $264.9K | 0.22% | +928 | New |
| Vickerman Investment Advisors, Inc. | 928 | $264.9K | 0.05% | +928 | New |
| AlphaGrep UK Ltd | 929 | $265.1K | 0.09% | +929 | New |
| Leslie Global Wealth, LLC | 930 | $265.4K | 0.12% | +930 | New |
| Fairfield, Bush & Co. | 932 | $266.0K | 0.14% | −430−31.6% | Reduced |
| Upper Left Wealth Management, LLC | 933 | $266.3K | 0.16% | +933 | New |
| LongView Wealth Management | 770 | $266.3K | 0.06% | +770 | New |
| Trueblood Wealth Management, LLC | 934 | $266.4K | 0.10% | +934 | New |
| Warwick Investment Management, Inc. | 934 | $266.6K | 0.04% | +934 | New |
| Milestone Asset Management, LLC | 934 | $266.8K | 0.05% | +934 | New |
| Petros Family Wealth, LLC | 935 | $266.9K | 0.18% | +935 | New |
| May Hill Capital, LLC | 936 | $267.2K | 0.07% | +936 | New |
| Advocate Group LLC | 941 | $268.6K | 0.04% | −317−25.2% | Reduced |
| Palacios Wealth Management, LLC | 941 | $268.6K | 0.21% | +941 | New |
| West Paces Advisors Inc. | 941 | $268.6K | 0.05% | +941 | New |
| Phillips Wealth Planners LLC | 691 | $268.9K | 0.22% | −964−58.2% | Reduced |
| TFR Capital, LLC. | 943 | $269.1K | 0.09% | +943 | New |
| Eastern Bank | 944 | $269.4K | 0.00% | −7−0.7% | Reduced |
| Kerr Financial Planning Corp | 709 | $270.0K | 0.37% | −23−3.1% | Reduced |
| King Wealth | 948 | $270.0K | 0.03% | +948 | New |
| Foster Victor Wealth Advisors, LLC | 745 | $270.2K | 0.02% | +745 | New |
| First Horizon Corp | 947 | $270.3K | 0.01% | −406−30.0% | Reduced |
| Strategic Investment Advisors | 949 | $270.9K | 0.02% | +949 | New |
| Austin Private Wealth, LLC | 951 | $271.5K | 0.02% | −534−36.0% | Reduced |
| Claro Advisors LLC | 951 | $271.5K | 0.04% | +951 | New |
| Core Alternative Capital | 952 | $271.7K | 0.07% | +910+2,166.7% | Added |
