| Hartmann Taylor Wealth Management, LLC | 755 | $239.8K | 0.20% | −1,000−57.0% | Reduced |
| Capital Insight Partners, LLC | 755 | $239.8K | 0.04% | −51−6.3% | Reduced |
| Cahaba Wealth Management, Inc. | 758 | $240.7K | 0.02% | +758 | New |
| Opes Wealth Management LLC | 759 | $241.0K | 0.04% | +759 | New |
| Cura Wealth Advisors, LLC | 759 | $241.1K | 0.11% | +759 | New |
| Clifford Group, LLC | 760 | $241.4K | 0.20% | +760 | New |
| Dynamic Financial Group | 760 | $241.4K | 0.23% | +760 | New |
| Alan B. Lancz & Associates, Inc. | 763 | $242.4K | 0.24% | −150−16.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 763 | $242.4K | 0.08% | +763 | New |
| Harmony Asset Management LLC | 764 | $242.6K | 0.09% | +764 | New |
| Oldfather Financial Services, LLC | 764 | $242.7K | 0.08% | +764 | New |
| Kanen Wealth Management LLC | 766 | $243.3K | 0.09% | +766 | New |
| Dakota Community Bank & Trust NA | 767 | $243.6K | 1.09% | +23+3.1% | Added |
| Meridian Investment Counsel Inc. | 769 | $244.3K | 0.07% | −190−19.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 769 | $244.3K | 0.13% | +23+3.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 771 | $245.0K | 0.19% | +771 | New |
| Patton Fund Management, Inc. | 772 | $245.2K | 0.05% | +772 | New |
| Peak Retirement Planning, Inc. | 778 | $247.2K | 0.10% | +778 | New |
| Crestmont Private Wealth LLC | 779 | $247.5K | 0.09% | +779 | New |
| Stephenson & Company, Inc. | 779 | $247.5K | 0.15% | +779 | New |
| Fogel Capital Management, Inc. | 780 | $247.8K | 0.13% | −100−11.4% | Reduced |
| Colonial Trust Advisors | 780 | $247.8K | 0.02% | −25−3.1% | Reduced |
| Highland Financial Advisors, LLC | 781 | $248.1K | 0.08% | +781 | New |
| Palisade Asset Management, LLC | 781 | $248.1K | 0.02% | +781 | New |
| Great Oak Capital Partners, LLC | 793 | $248.6K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 783 | $248.7K | 0.02% | +75+10.6% | Added |
| Sentinel Pension Advisors Inc | 783 | $248.7K | 0.04% | +783 | New |
| Umpqua Bank | 836 | $249.0K | 0.08% | +836 | New |
| TCTC Holdings, LLC | 784 | $249.0K | 0.01% | 00.0% | Unchanged |
| Fluent Financial, LLC | 784 | $249.0K | 0.10% | +784 | New |
| Hudson Valley Investment Advisors Inc | 786 | $249.7K | 0.03% | +786 | New |
| E&G Advisors, LP | 786 | $249.7K | 0.06% | +786 | New |
| Enterprise Bank & Trust Co | 787 | $250.0K | 0.09% | −119−13.1% | Reduced |
| BlueChip Wealth Advisors LLC | 789 | $250.6K | 0.11% | −165−17.3% | Reduced |
| Hickory Asset Management, Inc. | 790 | $251.0K | 0.21% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 790 | $251.0K | 0.28% | +790 | New |
| Legacy Financial Group, Inc. | 791 | $251.3K | 0.07% | −149−15.9% | Reduced |
| Poinciana Advisors Group, LLC | 791 | $251.4K | 0.23% | +791 | New |
| Arbor Trust Wealth Advisors, LLC | 792 | $251.6K | 0.12% | −212−21.1% | Reduced |
| O'Rourke & Company, Inc | 792 | $251.6K | 0.12% | −54−6.4% | Reduced |
| PrairieView Partners, LLC | 794 | $252.0K | 0.02% | +167+26.6% | Added |
| American Asset Management Inc. | 794 | $252.2K | 0.23% | +794 | New |
| WorthPointe, LLC | 795 | $252.5K | 0.11% | +22+2.8% | Added |
| Wealth Advisory Solutions, LLC | 795 | $252.5K | 0.06% | +795 | New |
| Sumitomo Mitsui Financial Group, Inc. | 781 | $252.8K | 0.00% | +772+8,577.8% | Added |
| Brio Consultants, LLC | 798 | $253.5K | 0.04% | +798 | New |
| Heritage Investors Management Corp | 801 | $254.0K | 0.01% | −60−7.0% | Reduced |
| Amica Retiree Medical Trust | 799 | $254.0K | 0.37% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 800 | $254.1K | 0.04% | −297−27.1% | Reduced |
| Pandora Wealth, Inc. | 800 | $254.1K | 0.16% | −200−20.0% | Reduced |
| Montis Financial, LLC | 800 | $254.1K | 0.07% | −145−15.3% | Reduced |
| Clarendon Private LLC | 801 | $254.4K | 0.24% | −100−11.1% | Reduced |
| German American Bancorp, Inc. | 802 | $254.8K | 0.02% | +802 | New |
| Mraz, Amerine & Associates, Inc. | 803 | $255.1K | 0.04% | −251−23.8% | Reduced |
| Rik Saylor Financial, Inc. | 805 | $255.7K | 0.20% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 809 | $256.9K | 0.01% | +35+4.5% | Added |
| Suncoast Equity Management | 809 | $257.0K | 0.03% | −1−0.1% | Reduced |
| Baskin Financial Services Inc. | 810 | $257.0K | 0.02% | +810 | New |
| Ironwood Financial, llc | 992 | $257.1K | 0.06% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 810 | $257.3K | 0.01% | −901−52.7% | Reduced |
| Marshall & Sullivan Inc | 810 | $257.3K | 0.12% | +810 | New |
| Hurley Capital, LLC | 812 | $257.9K | 0.18% | +51+6.7% | Added |
| Granite Harbor Advisors, Inc. | 813 | $258.3K | 0.12% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 813 | $258.3K | 0.13% | +813 | New |
| Warburton Capital Management, LLC | 807 | $259.0K | 0.15% | −52−6.1% | Reduced |
| Gallacher Capital Management LLC | 820 | $260.4K | 0.12% | +820 | New |
| American Institute for Advanced Investment Management, LLP | 820 | $260.5K | 0.18% | +820 | New |
| Altus Wealth Management, LLC | 821 | $260.8K | 0.12% | −104−11.2% | Reduced |
| Endeavor Private Wealth, Inc. | 822 | $261.1K | 0.12% | −50−5.7% | Reduced |
| Astra Wealth Partners LLC | 823 | $261.4K | 0.21% | +823 | New |
| Granite Investment Partners, LLC | 824 | $261.8K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 824 | $261.8K | 0.12% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 824 | $261.8K | 0.08% | +824 | New |
| United Community Bank | 825 | $262.1K | 0.09% | −11−1.3% | Reduced |
| Pecaut & Co. | 825 | $262.1K | 0.09% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $262.1K | 0.33% | – | – |
| Binnacle Investments Inc | 825 | $262.1K | 0.17% | +53+6.9% | Added |
| Alterna Wealth Management, Inc | 825 | $262.1K | 0.21% | +825 | New |
| RPS Advisory Solutions LLC | 827 | $262.7K | 0.14% | +827 | New |
| Littlejohn Financial Services, Inc. | 829 | $263.3K | 0.20% | −3,391−80.4% | Reduced |
| Princeton Global Asset Management LLC | 829 | $263.3K | 0.05% | +225+37.3% | Added |
| Black Diamond Financial, LLC | 830 | $263.7K | 0.04% | −267−24.3% | Reduced |
| Post Resch Tallon Group Inc. | 831 | $264.0K | 0.25% | −45−5.1% | Reduced |
| tru Independence LLC | 831 | $264.0K | 0.08% | +22+2.7% | Added |
| Code Waechter LLC | 831 | $264.0K | 0.19% | +28+3.5% | Added |
| Equita Financial Network, Inc. | 832 | $264.3K | 0.11% | −62−6.9% | Reduced |
| Cobblestone Capital Advisors LLC | 834 | $264.9K | 0.01% | +15+1.8% | Added |
| First National Bank | 836 | $265.6K | 0.15% | −225−21.2% | Reduced |
| MEMBERS Trust Co | 837 | $265.9K | 0.01% | +837 | New |
| Paradigm Capital Management, LLC | 836 | $266.0K | 0.26% | +836 | New |
| SPC Financial, Inc. | 838 | $266.2K | 0.02% | +838 | New |
| Sippican Capital Advisors | 841 | $267.2K | 0.19% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 841 | $267.2K | 0.10% | +24+2.9% | Added |
| Optimum Investment Advisors | 843 | $267.8K | 0.12% | −300−26.2% | Reduced |
| Dillon & Associates Inc | 844 | $268.0K | 0.04% | +65+8.3% | Added |
| Gries Financial LLC | 845 | $268.4K | 0.05% | +65+8.3% | Added |
| Gill Capital Partners, LLC | 846 | $268.6K | 0.09% | −109−11.4% | Reduced |
| Sage Capital Management, LLC | 846 | $268.7K | 0.13% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 846 | $268.7K | 0.21% | +846 | New |
| M.E. Allison & Co., Inc. | 847 | $269.1K | 0.22% | +3+0.4% | Added |
