| David J Yvars Group | 871 | $245.0K | 0.13% | +871 | New |
| Painted Porch Advisors LLC | 874 | $245.7K | 0.09% | +874 | New |
| Matisse Capital | 874 | $245.8K | 0.11% | +874 | New |
| McRae Capital Management Inc | 875 | $246.1K | 0.05% | −118−11.9% | Reduced |
| Prospect Financial Services LLC | 876 | $246.5K | 0.14% | +876 | New |
| GenWealth Group, Inc. | 877 | $246.6K | 0.05% | +877 | New |
| JBR Co Financial Management Inc | 880 | $247.5K | 0.10% | +880 | New |
| Braun-Bostich & Associates Inc. | 882 | $248.1K | 0.16% | +882 | New |
| Luminvest Wealth Management LLC | 884 | $248.7K | 0.08% | +884 | New |
| Wiser Advisor Group LLC | 884 | $248.7K | 0.31% | +884 | New |
| WCM Investment Management, LLC | 881 | $249.1K | 0.00% | −218−19.8% | Reduced |
| Financial Advocates Investment Management | 887 | $249.5K | 0.14% | −3,889−81.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 892 | $250.7K | 0.02% | +888+22,200.0% | Added |
| Gibraltar Capital Management, Inc. | 892 | $250.9K | 0.05% | +892 | New |
| Tactive Advisors, LLC | 892 | $250.9K | 0.07% | +892 | New |
| Heritage Financial Services, LLC | 893 | $251.1K | 0.02% | +893 | New |
| Defined Financial Planning LLC | 872 | $251.7K | 0.21% | −13−1.5% | Reduced |
| Discipline Wealth Solutions, LLC | 895 | $251.7K | 0.07% | +895 | New |
| Howard Wealth Management, LLC | 895 | $251.9K | 0.12% | +895 | New |
| Tower View Investment Management & Research LLC | 896 | $252.0K | 0.13% | 00.0% | Unchanged |
| WT Wealth Management | 899 | $252.9K | 0.07% | −300−25.0% | Reduced |
| Harbour Investment Management LLC | 900 | $253.1K | 0.11% | −536−37.3% | Reduced |
| Curtis Advisory Group, LLC | 900 | $253.1K | 0.06% | −30−3.2% | Reduced |
| Meyer Handelman Co | 900 | $253.1K | 0.01% | +900 | New |
| Providence Wealth Advisors, LLC | 903 | $253.6K | 0.16% | +79+9.6% | Added |
| ONE Advisory Partners, LLC | 824 | $253.8K | 0.08% | +824 | New |
| Outlook Wealth Advisors, LLC | 905 | $254.5K | 0.06% | +905 | New |
| Note Advisors, LLC | 906 | $254.8K | 0.15% | +906 | New |
| Marino, Stram & Associates LLC | 907 | $255.1K | 0.05% | +907 | New |
| BlueStem Wealth Partners, LLC | 909 | $255.7K | 0.03% | −242−21.0% | Reduced |
| Bridge Generations Wealth Management LLC | 911 | $256.2K | 0.17% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 911 | $256.2K | 0.10% | +911 | New |
| eCIO, Inc. | 912 | $256.6K | 0.10% | +912 | New |
| Chris Bulman Inc | 914 | $257.2K | 0.13% | −75−7.6% | Reduced |
| Center For Asset Management LLC | 915 | $257.3K | 0.14% | +915 | New |
| MontVue Capital Management, Inc. | 918 | $258.2K | 0.17% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 919 | $258.5K | 0.08% | −241−20.8% | Reduced |
| Kera Capital Partners, Inc. | 919 | $258.5K | 0.04% | +919 | New |
| Pathway Financial Advisors LLC | 920 | $258.7K | 0.03% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 922 | $259.3K | 0.21% | −18−1.9% | Reduced |
| Armstrong Henry H Associates Inc | 922 | $259.3K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 925 | $260.1K | 0.16% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 925 | $260.1K | 0.06% | +925 | New |
| Cercano Management LLC | 926 | $260.4K | 0.01% | +926 | New |
| Fortitude Family Office, LLC | 927 | $260.7K | 0.07% | +17+1.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 928 | $260.9K | 0.05% | −22−2.3% | Reduced |
| Prakash Investment Advisors LLC | 930 | $261.6K | 0.19% | +930 | New |
| Harbor Group, Inc. | 930 | $261.7K | 0.04% | +930 | New |
| Hoge Financial Services, LLC | 930 | $261.8K | 0.15% | +930 | New |
| Essential Partners LLC | 931 | $261.9K | 0.09% | +803+627.3% | Added |
| Holos Integrated Wealth LLC | 894 | $261.9K | 0.15% | 00.0% | Unchanged |
| Seascape Capital Management | 932 | $262.0K | 0.08% | +932 | New |
| Monograph Wealth Advisors, LLC | 933 | $262.4K | 0.03% | +933 | New |
| Uhlmann Price Securities, LLC | 933 | $262.4K | 0.16% | −167−15.2% | Reduced |
| Financial Advisory Corp | 935 | $263.0K | 0.04% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 936 | $263.1K | 0.10% | +936 | New |
| Montz Harcus Wealth Management LLC | 936 | $263.1K | 0.11% | +5+0.5% | Added |
| Accent Capital Management, LLC | 936 | $263.2K | 0.11% | −104−10.0% | Reduced |
| Reuter James Wealth Management, LLC | 937 | $263.5K | 0.04% | +937 | New |
| Coastwise Capital Group, LLC | 938 | $263.8K | 0.19% | +2+0.2% | Added |
| Astra Wealth Partners LLC | 939 | $264.1K | 0.18% | +939 | New |
| G&S Capital LLC | 943 | $265.2K | 0.10% | +943 | New |
| RWM Asset Management, LLC | 948 | $266.6K | 0.03% | +948 | New |
| Bridgewealth Advisory Group, LLC | 949 | $266.9K | 0.06% | +1+0.1% | Added |
| Core Wealth Advisors, Inc. | 949 | $266.9K | 0.07% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 949 | $266.9K | 0.10% | +18+1.9% | Added |
| Aspen Capital Management, LLC | 949 | $267.0K | 0.07% | 00.0% | Unchanged |
| Net Worth Advisory Group | 950 | $267.2K | 0.08% | −19−2.0% | Reduced |
| Cannon Wealth Management Services, LLC | 952 | $267.7K | 0.20% | −14−1.4% | Reduced |
| BKA Wealth Consulting, Inc. | 952 | $267.7K | 0.22% | +952 | New |
| RPS Advisory Solutions LLC | 952 | $267.8K | 0.13% | −22−2.3% | Reduced |
| Invested Advisors | 1,642 | $267.9K | 0.39% | +1,642 | New |
| Crabel Capital Management, LLC | 953 | $268.0K | 0.24% | +953 | New |
| Hudson Value Partners, LLC | 955 | $268.6K | 0.08% | −60−5.9% | Reduced |
| Rydar Equities, Inc. | 931 | $268.9K | 0.22% | +931 | New |
| Opus Capital Group, LLC | 956 | $269.0K | 0.03% | −14−1.4% | Reduced |
| Tamar Securities, LLC | 957 | $269.0K | 0.03% | +29+3.1% | Added |
| Argent Advisors, Inc. | 957 | $269.1K | 0.08% | +957 | New |
| Christensen, King & Associates Investment Services, Inc. | 958 | $269.4K | 0.12% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 958 | $269.4K | 0.06% | +958 | New |
| Brady Martz Wealth Solutions, LLC | 962 | $270.6K | 0.05% | 00.0% | Unchanged |
| Truepoint, Inc. | 963 | $270.8K | 0.01% | +963 | New |
| Clarus Wealth Advisors | 947 | $271.0K | 0.12% | −512−35.1% | Reduced |
| Encompass More Asset Management | 965 | $271.4K | 0.05% | +965 | New |
| Hall Laurie J Trustee | 965 | $271.4K | 0.09% | −35−3.5% | Reduced |
| Iron Financial, LLC | 966 | $271.8K | 0.13% | +966 | New |
| Provenance Wealth Advisors, LLC | 969 | $272.5K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 971 | $273.1K | 0.11% | 00.0% | Unchanged |
| TABR Capital Management, LLC | 967 | $273.3K | 0.19% | +967 | New |
| First Financial Group Corp | 972 | $273.4K | 0.24% | +21+2.2% | Added |
| True Wealth Design, LLC | 972 | $273.4K | 0.08% | +159+19.6% | Added |
| Sandbox Financial Partners, LLC | 974 | $273.9K | 0.08% | +974 | New |
| Insight Wealth Partners, LLC | 974 | $273.9K | 0.12% | −12−1.2% | Reduced |
| Pachira Investments Inc. | 974 | $274.0K | 0.15% | +9+0.9% | Added |
| Claris Advisors, LLC | 1,254 | $274.2K | 0.10% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 976 | $274.4K | 0.09% | +976 | New |
| Lineweaver Wealth Advisors, LLC | 977 | $274.6K | 0.04% | −10−1.0% | Reduced |
| Bernard Wealth Management Corp. | 983 | $276.5K | 0.12% | 00.0% | Unchanged |
| James Investment Research Inc | 984 | $276.7K | 0.03% | +38+4.0% | Added |
| Chronos Wealth Management, LLC | 985 | $277.0K | 0.14% | −75−7.1% | Reduced |