| Summa Corp. | 265 | $305.9K | 0.10% | +265 | New |
| Centerpoint Advisory Group | 265 | $305.9K | 0.19% | +265 | New |
| J.M. Arbour, LLC | 265 | $305.9K | 0.26% | +265 | New |
| T3 Companies, LLC | 266 | $307.0K | 0.35% | −29,794−99.1% | Reduced |
| Sierra Capital LLC | 266 | $307.0K | 0.03% | +266 | New |
| Investments & Financial Planning, LLC | 266 | $307.0K | 0.15% | +266 | New |
| Towerpoint Wealth, LLC | 266 | $307.1K | 0.11% | +266 | New |
| J. Team Financial, Inc. | 266 | $307.2K | 0.30% | +266 | New |
| KFA Private Wealth Group, LLC | 267 | $308.3K | 0.07% | +267 | New |
| Well Done, LLC | 268 | $309.4K | 0.04% | −757−73.9% | Reduced |
| Sanders Morris Harris LLC | 270 | $311.7K | 0.18% | −980−78.4% | Reduced |
| Radnor Capital Management, LLC | 270 | $311.7K | 0.04% | +270 | New |
| InTrack Investment Management Inc | 270 | $312.2K | 0.15% | +270 | New |
| Blackston Financial Advisory Group, LLC | 271 | $312.9K | 0.18% | +271 | New |
| J2 Capital Management Inc | 272 | $314.0K | 0.21% | +272 | New |
| Tumwater Wealth Management, LLC | 272 | $314.0K | 0.11% | +272 | New |
| Gordian Capital Singapore Pte Ltd | 273 | $315.1K | 0.54% | −327−54.5% | Reduced |
| Carroll Advisory Group, LLC | 273 | $315.6K | 0.10% | +273 | New |
| Ares Financial Consulting, LLC | 275 | $317.4K | 0.23% | +70+34.1% | Added |
| Gould Asset Management LLC | 275 | $317.4K | 0.05% | +275 | New |
| Perennial Advisors, LLC | 275 | $317.4K | 0.05% | +275 | New |
| One Day In July LLC | 275 | $317.4K | 0.02% | +275 | New |
| Guardian Capital, LLC | 275 | $317.6K | 0.26% | +275 | New |
| Sather Financial Group Inc | 275 | $317.7K | 0.02% | +275 | New |
| Resolute Wealth Advisor, Inc. | 941 | $318.0K | 0.18% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 276 | $318.6K | 0.03% | +10+3.8% | Added |
| FSR Wealth Management Ltd. | 276 | $318.6K | 0.36% | +276 | New |
| Woodmont Investment Counsel LLC | 277 | $319.7K | 0.02% | +277 | New |
| Van Hulzen Asset Management, LLC | 277 | $319.8K | 0.02% | +277 | New |
| Wealthcare Capital Partners, LLC | 278 | $320.4K | 0.13% | +278 | New |
| Ridgecrest Wealth Partners, LLC | 278 | $320.7K | 0.15% | +278 | New |
| Members Wealth LLC | 279 | $322.0K | 0.18% | +279 | New |
| Nautilus Advisors LLC | 330 | $323.2K | 0.19% | +330 | New |
| Northeast Investment Management | 280 | $323.2K | 0.01% | +280 | New |
| Magnolia Private Wealth, LLC | 280 | $323.2K | 0.18% | +280 | New |
| Fortune Financial Group, Inc. | 280 | $323.2K | 0.25% | +280 | New |
| Vestia Personal Wealth Advisors | 281 | $324.4K | 0.13% | +281 | New |
| Catherine Avery Investment Management LLC | 282 | $325.4K | 0.14% | 00.0% | Unchanged |
| Hartline Investment Corp | 282 | $325.5K | 0.03% | +282 | New |
| Hudson Capital Management LLC | 282 | $325.5K | 0.08% | +282 | New |
| Vega Investment Solutions | 282 | $325.5K | 0.05% | +282 | New |
| Aegis Wealth Management LLC | 283 | $326.7K | 0.15% | +283 | New |
| McDonough Capital Management, Inc | 283 | $326.7K | 0.16% | +283 | New |
| Langley Wealth Management, LLC | 284 | $327.4K | 0.32% | +284 | New |
| Union Savings Bank | 284 | $327.8K | 0.13% | +24+9.2% | Added |
| Innovative Wealth Building LLC | 284 | $328.0K | 0.19% | +284 | New |
| MEMBERS Trust Co | 285 | $329.0K | 0.01% | +285 | New |
| Barnes Dennig Private Wealth Management LLC | 286 | $330.1K | 0.26% | +14+5.1% | Added |
| Ketron Financial | 286 | $330.1K | 0.10% | +286 | New |
| Pachira Investments Inc. | 286 | $330.6K | 0.12% | +286 | New |
| Tencap Wealth Coaching, LLC | 287 | $331.5K | 0.11% | +287 | New |
| Greenup Street Wealth Management LLC | 288 | $332.3K | 0.04% | +288 | New |
| Intergy Private Wealth, LLC | 288 | $332.4K | 0.08% | +288 | New |
| Capital Management Associates, Inc | 289 | $333.3K | 0.07% | +289 | New |
| Prestige Wealth Management Group LLC | 289 | $333.6K | 0.06% | −24−7.7% | Reduced |
| Capital Advisors, Ltd. LLC | 292 | $337.0K | 0.03% | +45+18.2% | Added |
| SwitchPoint Financial Planning, LLC | 292 | $337.1K | 0.19% | +292 | New |
| Visionary Horizons, LLC | 294 | $339.4K | 0.14% | +294 | New |
| Summit Asset Management, LLC | 295 | $340.8K | 0.04% | +295 | New |
| Palisades Hudson Asset Management, L.P. | 295 | $341.0K | 0.12% | +295 | New |
| Graetz Wealth LLC | 296 | $341.4K | 0.27% | −321−52.0% | Reduced |
| Michael B. Yongue | 296 | $341.7K | 0.24% | +296 | New |
| Lansing Street Advisors | 296 | $341.7K | 0.07% | +296 | New |
| Chancellor Financial Group WB LP | 296 | $341.7K | 0.21% | +296 | New |
| Fountainhead AM, LLC | 296 | $342.1K | 0.26% | +62+26.5% | Added |
| Advocacy Wealth Management Services, LLC | 297 | $342.8K | 0.01% | +297 | New |
| Davis Investment Partners, LLC | 297 | $342.8K | 0.10% | +297 | New |
| Valued Retirements, Inc. | 297 | $342.8K | 0.31% | +297 | New |
| Fullerton Advisors, LLC | 297 | $343.4K | 0.32% | +297 | New |
| Stokes Family Office, LLC | 298 | $344.0K | 0.04% | −435−59.3% | Reduced |
| Canal Capital Management, LLC | 299 | $344.6K | 0.04% | +299 | New |
| 25 LLC | 299 | $345.1K | 0.09% | +299 | New |
| Aspect Partners, LLC | 299 | $345.3K | 0.13% | −5−1.6% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 299 | $345.3K | 0.14% | +299 | New |
| Roble, Belko & Company, Inc | 299 | $346.0K | 0.04% | −127−29.8% | Reduced |
| Resolute Partners Group | 300 | $346.3K | 0.08% | −522−63.5% | Reduced |
| Accordant Advisory Group Inc | 300 | $346.3K | 0.23% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 300 | $346.3K | 0.13% | +300 | New |
| Rockport Wealth LLC | 300 | $346.3K | 0.06% | +300 | New |
| Bawa N Mallick Trust | 300 | $346.3K | 0.11% | +300 | New |
| Berkeley, Inc | 300 | $346.3K | 0.11% | +300 | New |
| Post Resch Tallon Group Inc. | 300 | $346.3K | 0.24% | +300 | New |
| Prepared Retirement Institute LLC | 300 | $346.3K | 0.15% | +300 | New |
| Roan Capital Partners | 300 | $346.3K | 0.29% | +300 | New |
| Marino, Stram & Associates LLC | 301 | $347.4K | 0.06% | +301 | New |
| Axim Planning & Wealth | 301 | $347.4K | 0.49% | +301 | New |
| Presper Financial Architects, LLC | 301 | $347.4K | 0.18% | +301 | New |
| Mullooly Asset Management, Inc. | 302 | $348.3K | 0.11% | +302 | New |
| Cornerstone Financial Management LLC | 302 | $348.6K | 0.28% | +70+30.2% | Added |
| Alamea Verwaltungs GmbH | 302 | $348.6K | 0.28% | +302 | New |
| Tobias Financial Advisors, Inc. | 302 | $348.6K | 0.04% | +302 | New |
| Carr Financial Group Corp | 302 | $348.6K | 0.08% | +302 | New |
| Plotkin Financial Advisors, LLC | 303 | $349.7K | 0.15% | +303 | New |
| Bridges Investment Management Inc | 303 | $349.8K | 0.00% | +303 | New |
| Bearing Point Capital, LLC | 303 | $349.8K | 0.05% | +303 | New |
| Quest 10 Wealth Builders, Inc. | 304 | $350.9K | 0.27% | +35+13.0% | Added |
| Berman McAleer LLC | 305 | $352.0K | 0.04% | +305 | New |
| Fairfield, Bush & Co. | 305 | $352.1K | 0.17% | −462−60.2% | Reduced |
| Vienna Asset Management LLC | 305 | $352.1K | 0.25% | +305 | New |
| Coastwise Capital Group, LLC | 305 | $352.1K | 0.20% | +305 | New |
