| Hoffman, Alan N Investment Management | 636 | $315.0K | 0.18% | +636 | New |
| Bridgeworth, LLC | 637 | $315.3K | 0.03% | −113−15.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 638 | $315.9K | 0.16% | +638 | New |
| WealthTrust Axiom LLC | 638 | $316.3K | 0.11% | −3−0.5% | Reduced |
| Sterling Investment Management, Inc. | 640 | $316.9K | 0.23% | +640 | New |
| Core Wealth Advisors, Inc. | 640 | $316.9K | 0.12% | +16+2.6% | Added |
| Lutz Financial Services LLC | 641 | $317.4K | 0.03% | −102−13.7% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 641 | $317.4K | 0.23% | +641 | New |
| Paragon Capital Management Ltd | 643 | $318.4K | 0.07% | +643 | New |
| M. Kraus & Co | 644 | $318.9K | 0.10% | +35+5.7% | Added |
| Islay Capital Management, LLC | 645 | $319.4K | 0.25% | 00.0% | Unchanged |
| Davidson Investment Advisors | 645 | $319.4K | 0.02% | +645 | New |
| Tortoise Investment Management, LLC | 645 | $319.6K | 0.04% | +383+146.2% | Added |
| Francis Financial, Inc. | 647 | $320.4K | 0.14% | +150+30.2% | Added |
| Pointe Capital Management LLC | 648 | $320.9K | 0.22% | 00.0% | Unchanged |
| Botty Investors LLC | 649 | $321.4K | 0.13% | +649 | New |
| Cutler Investment Counsel LLC | 651 | $322.4K | 0.05% | −74−10.2% | Reduced |
| HRC Wealth Management, LLC | 651 | $322.5K | 0.28% | +651 | New |
| Atlas Private Wealth Management | 652 | $322.9K | 0.15% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 653 | $323.0K | 0.06% | +118+22.1% | Added |
| Tandem Wealth Advisors LLC | 653 | $323.4K | 0.19% | 00.0% | Unchanged |
| Destiny Capital Corp | 653 | $323.4K | 0.23% | +653 | New |
| Peloton Wealth Strategists | 654 | $324.0K | 0.14% | −276−29.7% | Reduced |
| FinDec Wealth Services, Inc. | 656 | $324.9K | 0.22% | −11−1.6% | Reduced |
| Traction Financial Partners, LLC | 659 | $326.4K | 0.22% | +659 | New |
| Compass Advisory Group LLC | 660 | $326.8K | 0.16% | −16−2.4% | Reduced |
| Alliance Wealth Management Group | 661 | $327.6K | 0.10% | +661 | New |
| Refined Wealth Management | 662 | $327.8K | 0.26% | 00.0% | Unchanged |
| Foster & Motley Inc | 662 | $328.0K | 0.02% | +662 | New |
| Wagner Wealth Management, LLC | 664 | $328.6K | 0.11% | +39+6.2% | Added |
| O'Connor Financial Group LLC | 664 | $328.8K | 0.20% | +9+1.4% | Added |
| AllSquare Wealth Management LLC | 666 | $329.8K | 0.20% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 669 | $331.5K | 0.13% | +199+42.3% | Added |
| Brightwater Advisory LLC | 669 | $331.5K | 0.28% | +669 | New |
| Asset Management Group, Inc. | 670 | $331.7K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 670 | $331.8K | 0.22% | −10−1.5% | Reduced |
| Absher Wealth Management, LLC | 670 | $331.8K | 0.05% | +196+41.4% | Added |
| ACT Advisors, LLC. | 670 | $331.8K | 0.19% | +80+13.6% | Added |
| Seamount Financial Group Inc | 675 | $334.3K | 0.32% | +675 | New |
| Vantage Financial Partners Ltd., Inc. | 681 | $337.2K | 0.10% | −220−24.4% | Reduced |
| Continental Investors Services, Inc. | 683 | $338.2K | 0.88% | +162+31.1% | Added |
| Knightsbridge Asset Management, LLC | 684 | $338.8K | 0.10% | +684 | New |
| Nalls Sherbakoff Group, LLC | 684 | $338.8K | 0.30% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 685 | $339.1K | 0.17% | +116+20.4% | Added |
| New World Advisors LLC | 687 | $340.2K | 0.10% | −290−29.7% | Reduced |
| Windmill Hill Asset Management Ltd | 687 | $340.2K | 0.20% | +687 | New |
| Meridian Management Co | 472 | $340.5K | 0.10% | −77−14.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 690 | $341.9K | 0.23% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 691 | $342.2K | 0.13% | +31+4.7% | Added |
| WESPAC Advisors, LLC | 691 | $342.3K | 0.24% | −10−1.4% | Reduced |
| James Hambro & Partners | 692 | $342.7K | 0.02% | −4−0.6% | Reduced |
| Values Added Financial LLC | 692 | $342.7K | 0.28% | −126−15.4% | Reduced |
| Avenue 1 Advisors, LLC | 694 | $343.7K | 0.15% | −6−0.9% | Reduced |
| Better Money Decisions, LLC | 694 | $343.7K | 0.29% | +694 | New |
| Conrad Siegel Investment Advisors, Inc. | 698 | $345.7K | 0.16% | +110+18.7% | Added |
| Blackhawk Capital Partners LLC. | 698 | $345.7K | 0.23% | −95−12.0% | Reduced |
| Godsey & Gibb Associates | 699 | $346.2K | 0.04% | +210+42.9% | Added |
| Alpha Financial Partners, LLC | 699 | $346.2K | 0.34% | −132−15.9% | Reduced |
| Comprehensive Financial Management LLC | 700 | $346.7K | 0.01% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 700 | $346.7K | 0.03% | +700 | New |
| Glaxis Capital Management, LLC | 700 | $346.7K | 1.24% | +700 | New |
| Horizon Family Wealth, Inc. | 701 | $347.1K | 0.29% | +1+0.1% | Added |
| My Personal CFO, LLC | 703 | $348.1K | 0.23% | +243+52.8% | Added |
| Sterling Investment Advisors LLC | 703 | $348.3K | 0.22% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 705 | $349.1K | 0.22% | +40+6.0% | Added |
| Silvia McColl Wealth Management, LLC | 705 | $349.1K | 0.31% | +32+4.8% | Added |
| Pasadena Private Wealth, LLC | 705 | $349.1K | 0.09% | −10−1.4% | Reduced |
| Vertex Planning Partners, LLC | 710 | $351.6K | 0.10% | +710 | New |
| Allegheny Financial Group LTD | 711 | $352.2K | 0.11% | +86+13.8% | Added |
| Wealthspan Partners, LLC | 712 | $352.7K | 0.25% | −96−11.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 714 | $353.8K | 0.10% | +29+4.2% | Added |
| Sachetta, LLC | 718 | $355.4K | 0.17% | +718 | New |
| Resource Consulting Group Inc | 718 | $355.6K | 0.06% | +718 | New |
| Taurus Asset Management, LLC | 720 | $356.6K | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 721 | $357.0K | 0.08% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 722 | $357.4K | 0.19% | +722 | New |
| Smith & Howard Wealth Management, LLC | 725 | $359.0K | 0.13% | −1−0.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 726 | $359.5K | 0.09% | −28−3.7% | Reduced |
| Long Island Wealth Management, Inc. | 733 | $363.0K | 0.26% | +733 | New |
| Kellett Schaffner Wealth Advisors LLC | 735 | $364.0K | 0.27% | +100+15.7% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 736 | $364.5K | 0.18% | +67+10.0% | Added |
| Valued Retirements, Inc. | 736 | $364.7K | 0.63% | +736 | New |
| Campbell Wealth Management | 737 | $365.0K | 0.04% | −671−47.7% | Reduced |
| Heck Capital Advisors, LLC | 738 | $365.5K | 0.06% | −70−8.7% | Reduced |
| Planning Capital Management Corp | 739 | $365.7K | 0.29% | +739 | New |
| Dividend Assets Capital, LLC | 739 | $366.0K | 0.07% | +83+12.7% | Added |
| Trust Co of the South | 743 | $367.9K | 0.10% | +743 | New |
| Hill Island Financial LLC | 743 | $368.1K | 0.13% | +120+19.3% | Added |
| Detalus Advisors, LLC | 744 | $368.4K | 0.15% | +27+3.8% | Added |
| Reston Wealth Management LLC | 747 | $370.2K | 0.17% | +30+4.2% | Added |
| Schoolcraft Capital LLC | 750 | $371.4K | 0.09% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 751 | $371.9K | 0.12% | +92+14.0% | Added |
| ARK & TLK Investments, LLC | 753 | $372.9K | 0.15% | +753 | New |
| O'Brien Greene & Co. Inc | 754 | $373.4K | 0.13% | +154+25.7% | Added |
| Satovsky Asset Management LLC | 754 | $373.6K | 0.12% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 755 | $373.9K | 1.38% | −3,353−81.6% | Reduced |
| Ridgewood Investments LLC | 755 | $373.9K | 0.22% | −59−7.2% | Reduced |
| Old Point Trust & Financial Services N A | 755 | $373.9K | 0.15% | −25−3.2% | Reduced |
| Jarislowsky, Fraser Ltd | 755 | $373.9K | 0.00% | +27+3.7% | Added |
| Front Street Capital Management, Inc. | 755 | $374.0K | 0.07% | −39−4.9% | Reduced |
