| HCR Wealth Advisors | 690 | $365.8K | 0.08% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 691 | $366.4K | 0.09% | −32−4.4% | Reduced |
| Gemmer Asset Management LLC | 692 | $366.9K | 0.06% | −10−1.4% | Reduced |
| Redwood Financial Network Corp | 694 | $368.0K | 0.42% | +43+6.6% | Added |
| Osterweis Capital Management Inc | 697 | $369.5K | 0.03% | +208+42.5% | Added |
| Northwest Wealth Management, LLC | 697 | $369.6K | 0.16% | −899−56.3% | Reduced |
| RTD Financial Advisors, Inc. | 699 | $370.6K | 0.06% | −4−0.6% | Reduced |
| Spartan Planning & Wealth Management | 700 | $371.1K | 0.46% | −91−11.5% | Reduced |
| Sherbrooke Park Advisers LLC | 700 | $371.1K | 0.27% | +700 | New |
| American Financial Advisors, LLC | 701 | $371.7K | 0.06% | −53−7.0% | Reduced |
| Moreno Evelyn V | 701 | $371.7K | 0.09% | 00.0% | Unchanged |
| Main Street Research LLC | 703 | $372.6K | 0.09% | −117−14.3% | Reduced |
| Element Pointe Advisors, LLC | 703 | $372.7K | 0.13% | −525−42.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 707 | $375.0K | 0.26% | 00.0% | Unchanged |
| RW Investment Management LLC | 708 | $375.4K | 0.15% | +708 | New |
| TD Ameritrade Investment Management, LLC | 709 | $376.0K | 0.00% | −256−26.5% | Reduced |
| Lee Danner & Bass Inc | 709 | $376.0K | 0.04% | −210−22.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 711 | $377.0K | 0.23% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 714 | $378.5K | 0.06% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 715 | $379.1K | 0.24% | +715 | New |
| Ridgecrest Wealth Partners, LLC | 716 | $379.6K | 0.29% | 00.0% | Unchanged |
| Gries Financial LLC | 717 | $380.0K | 0.13% | +14+2.0% | Added |
| Arbor Investment Advisors, LLC | 717 | $380.1K | 0.08% | 00.0% | Unchanged |
| Merlin Capital LLC | 718 | $380.7K | 0.94% | 00.0% | Unchanged |
| REDW Wealth LLC | 718 | $380.7K | 0.13% | +718 | New |
| Eubel Brady & Suttman Asset Management Inc | 718 | $381.0K | 0.06% | −87−10.8% | Reduced |
| Kaizen Financial Strategies | 778 | $381.1K | 0.38% | +246+46.2% | Added |
| Anfield Capital Management, LLC | 719 | $381.2K | 0.19% | +719 | New |
| FWL Investment Management, LLC | 720 | $381.7K | 0.29% | +43+6.4% | Added |
| Lodestar Private Asset Management LLC | 720 | $381.7K | 0.07% | +720 | New |
| Red Lighthouse Investment Management, LLC | 722 | $382.8K | 0.19% | +722 | New |
| Unique Wealth, LLC | 723 | $383.2K | 0.20% | +723 | New |
| CBOE Vest Financial, LLC | 724 | $383.9K | 0.06% | +724 | New |
| Worth Asset Management, LLC | 725 | $384.4K | 0.27% | +14+2.0% | Added |
| Worth Financial Advisory Group, LLC | 727 | $385.4K | 0.45% | +727 | New |
| McGowan Group Asset Management, Inc. | 729 | $386.7K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 733 | $388.6K | 0.24% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 733 | $388.6K | 0.24% | +2+0.3% | Added |
| Aspen Grove Capital, LLC | 734 | $389.2K | 0.18% | +734 | New |
| Blue Square Asset Management, LLC | 735 | $389.7K | 0.25% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 736 | $390.0K | 0.35% | +1+0.1% | Added |
| Financial Planning & Information Services, Inc. | 736 | $390.3K | 0.08% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 737 | $390.6K | 0.21% | −7−0.9% | Reduced |
| Coppell Advisory Solutions LLC | 737 | $390.8K | 0.14% | +737 | New |
| Coppell Advisory Solutions Corp. | 737 | $390.8K | 0.14% | +737 | New |
| Signet Financial Management, LLC | 738 | $391.4K | 0.07% | −54−6.8% | Reduced |
| Boston Research & Management Inc | 740 | $392.0K | 0.12% | 00.0% | Unchanged |
| Covestor Ltd | 742 | $393.0K | 0.32% | +10+1.4% | Added |
| WESPAC Advisors, LLC | 741 | $393.1K | 0.68% | −174−19.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 743 | $393.9K | 0.41% | −24−3.1% | Reduced |
| Sterling Group Wealth Management, LLC | 744 | $394.5K | 0.39% | +744 | New |
| Clarus Wealth Advisors | 813 | $395.1K | 0.26% | −59−6.8% | Reduced |
| Aviance Capital Partners, LLC | 747 | $396.2K | 0.09% | +262+54.0% | Added |
| Strait & Sound Wealth Management LLC | 818 | $396.8K | 0.43% | +818 | New |
| Sandy Cove Advisors, LLC | 748 | $396.8K | 0.32% | +249+49.9% | Added |
| Ellsworth Advisors, LLC | 835 | $397.7K | 0.15% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 750 | $397.8K | 0.23% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 753 | $399.0K | 0.46% | +9+1.2% | Added |
| Private Capital Management LLC | 753 | $399.2K | 0.13% | +4+0.5% | Added |
| Element Wealth, LLC | 753 | $399.4K | 0.33% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 754 | $400.1K | 0.19% | +51+7.3% | Added |
| Curated Wealth Partners LLC | 756 | $400.8K | 0.10% | −70−8.5% | Reduced |
| LVZ Advisors, Inc. | 762 | $403.8K | 0.06% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 762 | $404.0K | 0.23% | +7+0.9% | Added |
| Newton One Investments LLC | 764 | $405.1K | 0.26% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 767 | $406.6K | 0.05% | +10+1.3% | Added |
| Hamilton Wealth, LLC | 768 | $407.2K | 0.17% | +9+1.2% | Added |
| Monterey Private Wealth, Inc. | 769 | $407.9K | 0.22% | −134−14.8% | Reduced |
| Global Financial Private Client, LLC | 770 | $408.2K | 0.23% | +7+0.9% | Added |
| Global Strategic Investment Solutions, LLC | 770 | $408.2K | 0.03% | +33+4.5% | Added |
| swisspartners Ltd. | 770 | $408.3K | 0.52% | −20−2.5% | Reduced |
| Catalyst Wealth Management, LLC | 773 | $409.8K | 0.39% | +773 | New |
| Investmark Advisory Group LLC | 776 | $411.2K | 0.30% | +46+6.3% | Added |
| Lantz Financial LLC | 776 | $411.4K | 0.19% | +62+8.7% | Added |
| Twelve Points Wealth Management LLC | 777 | $412.0K | 0.28% | +7+0.9% | Added |
| Philadelphia Trust Co | 777 | $412.0K | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 778 | $412.5K | 0.14% | −383−33.0% | Reduced |
| Fortis Advisors, LLC | 780 | $413.5K | 0.31% | 00.0% | Unchanged |
| Castleview Partners, LLC | 780 | $413.5K | 0.40% | +37+5.0% | Added |
| Alliance Wealth Advisors, LLC | 781 | $414.1K | 0.34% | −6−0.8% | Reduced |
| Paragon Capital Management LLC | 781 | $414.1K | 0.26% | +143+22.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 772 | $415.0K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 782 | $415.0K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 784 | $415.6K | 0.07% | +24+3.2% | Added |
| Columbia Asset Management | 784 | $416.0K | 0.10% | +25+3.3% | Added |
| Concord Wealth Partners | 786 | $416.9K | 0.13% | −933−54.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 787 | $417.0K | 0.30% | −150−16.0% | Reduced |
| Clark Financial Services Group Inc | 789 | $418.0K | 0.48% | +31+4.1% | Added |
| New World Advisors LLC | 790 | $418.8K | 0.14% | +63+8.7% | Added |
| Lumature Wealth Partners, LLC | 790 | $419.0K | 0.23% | −94−10.6% | Reduced |
| Capstone Financial Advisors, Inc. | 791 | $419.4K | 0.04% | +30+3.9% | Added |
| Dearborn Partners LLC | 792 | $419.9K | 0.02% | −214−21.3% | Reduced |
| Beaton Management Co. Inc. | 792 | $420.0K | 0.28% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 792 | $420.0K | 0.03% | +5+0.6% | Added |
| Headinvest, LLC | 799 | $423.6K | 0.09% | +16+2.0% | Added |
| Salvus Wealth Management, LLC | 801 | $424.7K | 0.39% | −40−4.8% | Reduced |
| Benin Management CORP | 801 | $424.7K | 0.17% | +192+31.5% | Added |
| Coulter & Justus Financial Services, LLC | 802 | $425.2K | 0.29% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 805 | $426.8K | 0.36% | +60+8.1% | Added |
| Leo H. Evart, Inc. | 812 | $430.3K | 0.65% | +3+0.4% | Added |
