| Creative Financial Designs Inc | 589 | $163.0K | 0.01% | +40+7.3% | Added |
| Sittner & Nelson, LLC | 625 | $173.0K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 642 | $177.7K | 0.03% | −2−0.3% | Reduced |
| Creative Capital Management Investments LLC | 653 | $180.7K | 0.08% | 00.0% | Unchanged |
| Hilltop National Bank | 656 | $181.5K | 0.06% | −9−1.4% | Reduced |
| Tortoise Investment Management, LLC | 705 | $195.1K | 0.02% | +108+18.1% | Added |
| CVA Family Office, LLC | 707 | $195.6K | 0.03% | +14+2.0% | Added |
| Essex Investment Management Co LLC | 712 | $197.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 712 | $197.0K | 0.07% | +23+3.3% | Added |
| Coppell Advisory Solutions LLC | 723 | $197.3K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 724 | $200.4K | 0.04% | +460+174.2% | Added |
| GenWealth Group, Inc. | 725 | $200.6K | 0.05% | +725 | New |
| WESPAC Advisors, LLC | 726 | $200.9K | 0.15% | +726 | New |
| Vigilare Wealth Management | 726 | $200.9K | 0.08% | +726 | New |
| TCI Wealth Advisors, Inc. | 727 | $201.2K | 0.02% | +727 | New |
| American Financial Advisors, LLC | 729 | $201.7K | 0.03% | +729 | New |
| Wall Street Access Asset Management, LLC | 729 | $201.8K | 0.08% | +729 | New |
| Signet Investment Advisory Group, Inc. | 730 | $202.0K | 0.10% | +730 | New |
| Avion Wealth | 734 | $203.0K | 0.05% | +9+1.2% | Added |
| Watts Gwilliam & Co., LLC | 713 | $203.5K | 0.04% | +713 | New |
| Second Half Financial Partners, LLC | 736 | $203.7K | 0.11% | +736 | New |
| Veracity Capital LLC | 737 | $203.8K | 0.08% | +737 | New |
| Marshall Financial Group Inc | 738 | $204.2K | 0.06% | +738 | New |
| EagleClaw Capital Managment, LLC | 740 | $204.8K | 0.03% | +740 | New |
| S&T Bank | 743 | $205.0K | 0.05% | +743 | New |
| Paradigm, Strategies in Wealth Management, LLC | 744 | $205.8K | 0.13% | +744 | New |
| Syntegra Private Wealth Group, LLC | 744 | $205.9K | 0.02% | +744 | New |
| Marshall Financial Group LLC | 744 | $205.9K | 0.05% | +744 | New |
| Sym Financial Corp | 745 | $206.2K | 0.03% | +745 | New |
| Benchmark Financial Wealth Advisors, LLC | 747 | $206.6K | 0.07% | +747 | New |
| Heritage Financial Services, LLC | 747 | $206.7K | 0.03% | +747 | New |
| Consolidated Portfolio Review Corp | 747 | $206.8K | 0.05% | +747 | New |
| Scissortail Wealth Management, LLC | 3 | $207.0K | 0.05% | +3 | New |
| Gibbs Wealth Management | 748 | $207.0K | 0.07% | +748 | New |
| Elevated Capital Advisors, LLC | 751 | $207.8K | 0.06% | +751 | New |
| Thompson Siegel & Walmsley LLC | 757 | $209.0K | 0.00% | +757 | New |
| Moloney Securities Asset Management, LLC | 756 | $209.2K | 0.03% | +756 | New |
| Fermata Advisors, LLC | 761 | $210.5K | 0.04% | +761 | New |
| Falcon Wealth Planning | 761 | $210.7K | 0.02% | +761 | New |
| Angeles Investment Advisors, LLC | 767 | $212.3K | 0.01% | +767 | New |
| Vertex Planning Partners, LLC | 769 | $212.8K | 0.05% | −96−11.1% | Reduced |
| Family Asset Management, LLC | 769 | $212.8K | 0.13% | +769 | New |
| Roble, Belko & Company, Inc | 771 | $213.0K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 771 | $213.2K | 0.06% | +771 | New |
| Norris Perne & French LLP | 772 | $213.6K | 0.01% | −85−9.9% | Reduced |
| Catalyst Capital Advisors LLC | 773 | $213.9K | 0.00% | +378+95.7% | Added |
| Sugarloaf Wealth Management, LLC | 774 | $214.2K | 0.04% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 776 | $215.8K | 0.02% | +776 | New |
| Axiom Financial Strategies, LLC | 780 | $215.8K | 0.11% | +780 | New |
| Hollencrest Capital Management | 781 | $216.1K | 0.01% | 00.0% | Unchanged |
| SOL Capital Management CO | 785 | $217.0K | 0.02% | +785 | New |
| Moss Adams Wealth Advisors LLC | 781 | $217.2K | 0.02% | +781 | New |
| Armstrong Advisory Group, Inc | 788 | $218.1K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 788 | $218.1K | 0.07% | +788 | New |
| McLean Asset Management Corp | 768 | $219.1K | 0.07% | +768 | New |
| HighMark Wealth Management LLC | 792 | $219.2K | 0.12% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 794 | $219.7K | 0.02% | +794 | New |
| Horizon Investment Services, LLC | 795 | $220.0K | 0.09% | +795 | New |
| Independent Wealth Network Inc. | 797 | $220.4K | 0.10% | +797 | New |
| Gould Asset Management LLC | 797 | $220.6K | 0.05% | −110−12.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 796 | $221.0K | 0.09% | +796 | New |
| Ashton Thomas Securities, LLC | 799 | $221.1K | 0.04% | +799 | New |
| Whitener Capital Management, Inc. | 800 | $221.4K | 0.06% | +800 | New |
| Cadinha & Co LLC | 800 | $221.4K | 0.04% | +800 | New |
| Horizon Kinetics Asset Management LLC | 800 | $221.4K | 0.00% | +800 | New |
| Donald L. Hagan, LLC | 800 | $221.4K | 0.11% | +800 | New |
| Allied Investment Advisors, LLC | 800 | $221.4K | 0.04% | +800 | New |
| Sage Rhino Capital LLC | 800 | $221.4K | 0.05% | +800 | New |
| Snider Financial Group | 800 | $221.4K | 0.08% | +800 | New |
| Armbruster Capital Management, Inc. | 801 | $221.7K | 0.04% | +801 | New |
| PCA Investment Advisory Services Inc. | 802 | $221.9K | 0.10% | +802 | New |
| TruWealth Advisors, LLC | 802 | $222.0K | 0.01% | +802 | New |
| Gries Financial LLC | 806 | $223.0K | 0.04% | +806 | New |
| Rodgers & Associates, LTD | 806 | $223.0K | 0.03% | +806 | New |
| Well Done, LLC | 809 | $223.9K | 0.04% | −811−50.1% | Reduced |
| Goldstone Financial Group, LLC | 810 | $224.2K | 0.04% | +810 | New |
| Kestra Investment Management, LLC | 811 | $224.4K | 0.01% | +811 | New |
| Clayton Financial Group LLC | 814 | $225.3K | 0.08% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 813 | $225.8K | 0.09% | −205−20.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 818 | $226.4K | 0.01% | 00.0% | Unchanged |
| Bell Bank | 818 | $226.4K | 0.03% | +818 | New |
| MidWestOne Financial Group, Inc. | 818 | $226.4K | 0.03% | +818 | New |
| Fort, L.P. | 818 | $226.4K | 0.57% | +818 | New |
| Sonora Investment Management Group, LLC | 818 | $226.4K | 0.02% | +818 | New |
| Carr Financial Group Corp | 820 | $226.8K | 0.07% | +820 | New |
| Jackson, Grant Investment Advisers, Inc. | 822 | $227.5K | 0.09% | +3+0.4% | Added |
| Monterey Private Wealth, Inc. | 831 | $229.9K | 0.08% | +831 | New |
| New England Professional Planning Group Inc. | 833 | $230.5K | 0.11% | +833 | New |
| Sharkey, Howes & Javer | 833 | $230.5K | 0.03% | +833 | New |
| Next Capital Management LLC | 833 | $230.6K | 0.09% | −609−42.2% | Reduced |
| Latitude Advisors, LLC | 834 | $230.7K | 0.13% | −27−3.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 835 | $231.0K | 0.05% | −18−2.1% | Reduced |
| Amplius Wealth Advisors, LLC | 836 | $231.3K | 0.03% | −3−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 837 | $231.6K | 0.02% | −26−3.0% | Reduced |
| K.J. Harrison & Partners Inc | 797 | $231.9K | 0.04% | +797 | New |
| Tobam | 839 | $232.0K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 840 | $232.4K | 0.06% | +840 | New |
| Sterling Investment Counsel, LLC | 840 | $232.4K | 0.08% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 840 | $232.5K | 0.10% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 841 | $232.7K | 0.11% | +3+0.4% | Added |
