| Gateway Wealth Partners, LLC | 347 | $201.3K | 0.02% | +347 | New |
| First National Bank of Mount Dora, Trust Investment Services | 348 | $201.6K | 0.04% | +348 | New |
| Rock Point Advisors, LLC | 348 | $201.6K | 0.05% | −200−36.5% | Reduced |
| One Day In July LLC | 348 | $201.6K | 0.02% | +348 | New |
| Legacy Wealth Partners, LLC | 348 | $201.6K | 0.05% | +348 | New |
| Gambit Capital Management, LLC | 348 | $201.7K | 0.14% | +348 | New |
| RMG Wealth Management LLC | 314 | $201.8K | 0.03% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 349 | $202.2K | 0.19% | +349 | New |
| Inspirion Wealth Advisors, LLC | 350 | $202.8K | 0.02% | 00.0% | Unchanged |
| Wealthquest Corp | 350 | $202.8K | 0.02% | +350 | New |
| Caliber Wealth Management, LLC | 350 | $202.8K | 0.02% | +350 | New |
| Greenfield Seitz Capital Management, LLC | 350 | $202.8K | 0.07% | +350 | New |
| BlackDiamond Wealth Management Inc. | 371 | $202.8K | 0.10% | +371 | New |
| CFS Investment Advisory Services, LLC | 351 | $203.4K | 0.01% | +351 | New |
| Ssi Investment Management LLC | 351 | $203.4K | 0.01% | +351 | New |
| Chapin Davis, Inc. | 351 | $203.6K | 0.05% | +351 | New |
| Breakthru Advisory Services, LLC | 352 | $204.0K | 0.13% | +352 | New |
| Steigerwald, Gordon & Koch Inc. | 352 | $204.0K | 0.02% | −16−4.3% | Reduced |
| Peachtree Investment Partners, LLC | 352 | $204.2K | 0.07% | +352 | New |
| Ignite Planners, LLC | 353 | $204.2K | 0.03% | +353 | New |
| Cardiff Park Advisors, LLC | 353 | $204.6K | 0.02% | +353 | New |
| Intergy Private Wealth, LLC | 354 | $205.1K | 0.06% | +354 | New |
| Bannerstone Capital Management, LLC | 354 | $205.1K | 0.20% | +354 | New |
| Zullo Investment Group, Inc. | 355 | $206.0K | 0.08% | +355 | New |
| Formidable Asset Management, LLC | 425 | $206.1K | 0.03% | +425 | New |
| Brown Miller Wealth Management, LLC | 356 | $206.4K | 0.06% | +356 | New |
| Atticus Wealth Management, LLC | 357 | $206.6K | 0.05% | +357 | New |
| S.A. Mason LLC | 358 | $207.4K | 0.08% | +39+12.2% | Added |
| Correct Capital Wealth Management | 358 | $207.4K | 0.04% | +358 | New |
| Ambassador Advisors, LLC | 358 | $207.4K | 0.03% | +358 | New |
| Sandy Cove Advisors, LLC | 358 | $207.5K | 0.06% | +358 | New |
| Bouchey Financial Group Ltd | 358 | $207.6K | 0.02% | +358 | New |
| Koss-Olinger Consulting, LLC | 359 | $208.0K | 0.02% | −280−43.8% | Reduced |
| Breakwater Investment Management | 359 | $208.0K | 0.08% | −1−0.3% | Reduced |
| Lodestar Private Asset Management LLC | 359 | $208.0K | 0.02% | +359 | New |
| Red Wave Investments LLC | 359 | $208.2K | 0.06% | +359 | New |
| TRUE Private Wealth Advisors | 360 | $208.4K | 0.02% | +360 | New |
| Heritage Financial Services, LLC | 362 | $209.8K | 0.02% | +362 | New |
| Kuhn & Co Investment Counsel | 362 | $209.8K | 0.14% | +362 | New |
| waypoint wealth counsel | 362 | $209.8K | 0.08% | +362 | New |
| Logan Capital Management Inc | 362 | $209.8K | 0.01% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 385 | $210.5K | 0.04% | −109−22.1% | Reduced |
| VanderPol Investments L.L.C. | 364 | $210.9K | 0.40% | −49−11.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 364 | $210.9K | 0.15% | +1+0.3% | Added |
| Bond & Devick Financial Network, Inc. | 364 | $210.9K | 0.06% | +364 | New |
| Peterson Wealth Services | 367 | $212.8K | 0.05% | −3,830−91.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 368 | $213.2K | 0.06% | +368 | New |
| Yoder Wealth Management, Inc. | 368 | $213.2K | 0.10% | +368 | New |
| Manske Wealth Management | 368 | $213.2K | 0.06% | +368 | New |
| Pension & Wealth Management Advisors, Inc. | 368 | $213.7K | 0.06% | −3−0.8% | Reduced |
| Peak Financial Advisors LLC | 369 | $213.8K | 0.10% | +369 | New |
| Alpha Cubed Investments, LLC | 371 | $214.9K | 0.01% | +371 | New |
| New World Advisors LLC | 371 | $215.0K | 0.04% | −49−11.7% | Reduced |
| Evansbrook LLC | 371 | $215.0K | 0.14% | +371 | New |
| Root Financial Partners, LLC | 373 | $216.1K | 0.01% | −182−32.8% | Reduced |
| Family Management Corp | 373 | $216.1K | 0.03% | −57−13.3% | Reduced |
| Waystone Advisors LLC | 374 | $216.7K | 0.19% | +374 | New |
| StoryOne LLC | 0 | $216.7K | 0.13% | 0 | New |
| EdgeRock Capital LLC | 375 | $217.3K | 0.06% | +375 | New |
| Lantz Financial LLC | 375 | $217.3K | 0.05% | +375 | New |
| Range Advisory, LLC | 375 | $217.4K | 0.06% | +375 | New |
| Balboa Wealth Partners | 376 | $217.9K | 0.04% | −44−10.5% | Reduced |
| Prossimo Advisors, LLC | 376 | $217.9K | 1.40% | +376 | New |
| Advus Financial Partners, LLC | 376 | $218.0K | 0.05% | +376 | New |
| Concentric Capital Strategies, LP | 377 | $218.5K | 0.01% | −65−14.7% | Reduced |
| Asset Planning,Inc | 379 | $219.5K | 0.15% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 379 | $219.6K | 0.01% | +379 | New |
| BankPlus Wealth Management LLC | 379 | $219.9K | 0.12% | +379 | New |
| Rothschild Capital Partners, LLC | 380 | $220.2K | 0.05% | +380 | New |
| East Coast Asset Management, LLC. | 380 | $220.2K | 0.06% | +380 | New |
| Inlet Private Wealth, LLC | 380 | $220.3K | 0.05% | −40−9.5% | Reduced |
| Patton Fund Management, Inc. | 381 | $220.8K | 0.03% | +381 | New |
| Willis Johnson & Associates, Inc. | 382 | $221.2K | 0.01% | −35−8.4% | Reduced |
| Trustmark National Bank Trust Department | 382 | $221.3K | 0.01% | +382 | New |
| Beacon Financial Group | 382 | $221.3K | 0.02% | +382 | New |
| Trust Co of the South | 382 | $221.3K | 0.04% | +382 | New |
| Register Financial Advisors LLC | 383 | $221.8K | 0.09% | +383 | New |
| Pathfinder Wealth Consulting, Inc. | 384 | $222.5K | 0.14% | +384 | New |
| Aspire Growth Partners LLC | 385 | $222.9K | 0.16% | +385 | New |
| Strategy Asset Managers LLC | 386 | $223.7K | 0.04% | +386 | New |
| Planned Solutions, Inc. | 386 | $223.7K | 0.07% | +386 | New |
| James Investment Research Inc | 387 | $224.2K | 0.02% | −142−26.8% | Reduced |
| Stockman Wealth Management, Inc. | 387 | $224.2K | 0.03% | +387 | New |
| Channel Wealth LLC | 388 | $224.8K | 0.06% | −44−10.2% | Reduced |
| Midland Wealth Advisors LLC | 388 | $224.8K | 0.01% | +388 | New |
| Brighton Securities Corp. | 388 | $225.0K | 0.11% | −49−11.2% | Reduced |
| Maia Wealth LLC | 442 | $225.3K | 0.04% | +442 | New |
| Simon Quick Advisors, LLC | 390 | $226.0K | 0.01% | +390 | New |
| National Wealth Management Group, LLC | 392 | $227.0K | 0.08% | +392 | New |
| Barings LLC | 392 | $227.1K | 0.00% | −24−5.8% | Reduced |
| Deseret Mutual Benefit Administrators | 392 | $227.1K | 0.10% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 392 | $227.1K | 0.08% | +392 | New |
| Gemmer Asset Management LLC | 393 | $227.7K | 0.02% | −30−7.1% | Reduced |
| Lifeworks Advisors, LLC | 393 | $227.7K | 0.03% | +393 | New |
| Second Line Capital, LLC | 393 | $228.0K | 0.05% | +393 | New |
| BlueStem Wealth Partners, LLC | 393 | $228.0K | 0.03% | +393 | New |
| Aegis Wealth Management LLC | 394 | $228.3K | 0.13% | −19−4.6% | Reduced |
| JFS Wealth Advisors, LLC | 395 | $229.0K | 0.01% | −139−26.0% | Reduced |
| Garton & Associates Financial Advisors LLC | 397 | $230.0K | 0.13% | +397 | New |
| LeClair Wealth Partners LLC | 397 | $230.0K | 0.13% | +397 | New |
