| Bruce G. Allen Investments, LLC | 578 | $136.4K | 0.11% | −140−19.5% | Reduced |
| Clear Point Advisors Inc. | 582 | $137.3K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 587 | $138.5K | 0.04% | +587 | New |
| Farmers & Merchants Investments Inc | 587 | $138.5K | 0.00% | −100−14.6% | Reduced |
| O'Brien Wealth Partners LLC | 598 | $141.1K | 0.03% | −3−0.5% | Reduced |
| HWG Holdings LP | 604 | $142.5K | 0.05% | +604 | New |
| Versant Capital Management, Inc | 606 | $143.0K | 0.04% | +505+500.0% | Added |
| Trifecta Capital Advisors, LLC | 607 | $143.2K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 622 | $146.8K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 634 | $149.6K | 0.06% | −1,007−61.4% | Reduced |
| Tobam | 642 | $152.0K | 0.02% | −1,323−67.3% | Reduced |
| HGK Asset Management Inc | 647 | $152.7K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 650 | $153.4K | 0.08% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 654 | $154.3K | 0.09% | 00.0% | Unchanged |
| Avondale Wealth Management | 657 | $154.9K | 0.11% | −100−13.2% | Reduced |
| Carolinas Wealth Consulting LLC | 677 | $159.6K | 0.03% | +248+57.8% | Added |
| Sittner & Nelson, LLC | 677 | $159.8K | 0.08% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 692 | $163.4K | 0.03% | +692 | New |
| Capula Management Ltd | 696 | $164.2K | 0.00% | −2,090−75.0% | Reduced |
| Ransom Advisory, Ltd | 700 | $165.2K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 703 | $165.8K | 0.02% | +201+40.0% | Added |
| MB, Levis & Associates, LLC | 704 | $166.1K | 0.09% | +2+0.3% | Added |
| Harbor Investment Advisory, LLC | 722 | $170.4K | 0.02% | +22+3.1% | Added |
| Arlington Trust Co LLC | 728 | $171.8K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 735 | $173.5K | 0.06% | +1+0.1% | Added |
| Centennial Bank | 750 | $177.0K | 0.09% | −20−2.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 750 | $177.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 756 | $178.4K | 0.02% | +1+0.1% | Added |
| Lynx Investment Advisory | 759 | $179.0K | 0.13% | +759 | New |
| Frazier Financial Advisors, LLC | 760 | $179.4K | 0.14% | +17+2.3% | Added |
| Aspire Private Capital, LLC | 761 | $179.6K | 0.05% | 00.0% | Unchanged |
| Mount Lucas Management LP | 773 | $182.4K | 0.06% | +773 | New |
| Webster Bank, N. A. | 800 | $188.8K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 800 | $188.8K | 0.11% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 808 | $190.7K | 0.15% | +808 | New |
| Covestor Ltd | 809 | $191.0K | 0.12% | −45−5.3% | Reduced |
| Continuum Advisory, LLC | 827 | $195.2K | 0.03% | +38+4.8% | Added |
| Eagle Bay Advisors LLC | 849 | $200.5K | 0.12% | −412−32.7% | Reduced |
| Hanson & Doremus Investment Management | 850 | $201.0K | 0.03% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 822 | $201.9K | 0.13% | +822 | New |
| Balentine LLC | 860 | $203.0K | 0.01% | −21,147−96.1% | Reduced |
| Trust Co of Toledo NA | 861 | $203.2K | 0.03% | +861 | New |
| Moran Wealth Management, LLC | 862 | $203.4K | 0.01% | +862 | New |
| Independent Solutions Wealth Management, LLC | 864 | $203.9K | 0.05% | +864 | New |
| Narus Financial Partners, LLC | 865 | $204.1K | 0.08% | +865 | New |
| Caldwell Sutter Capital, Inc. | 866 | $204.4K | 0.10% | +65+8.1% | Added |
| Kelly Financial Services LLC | 870 | $205.2K | 0.07% | +2+0.2% | Added |
| Legacy Edge Advisors, LLC | 871 | $205.5K | 0.04% | +871 | New |
| Cedar Brook Financial Partners, LLC | 873 | $206.0K | 1.55% | −221−20.2% | Reduced |
| Aletheian Wealth Advisors LLC | 873 | $206.0K | 0.11% | +873 | New |
| Pathway Financial Advisers, LLC | 883 | $206.4K | 0.07% | +115+15.0% | Added |
| Douglas Lane & Associates, LLC | 875 | $206.5K | 0.00% | +875 | New |
| Crown Wealth Group, LLC | 875 | $206.5K | 0.10% | +875 | New |
| Weatherly Asset Management L. P. | 877 | $207.0K | 0.02% | +877 | New |
| Fernwood Investment Management, LLC | 879 | $207.4K | 0.06% | +62+7.6% | Added |
| Stonebrook Private Inc. | 879 | $207.5K | 0.06% | +879 | New |
| Wealthstream Advisors, Inc. | 879 | $207.5K | 0.08% | +879 | New |
| Accel Wealth Management | 883 | $208.4K | 0.08% | +883 | New |
| OmniStar Financial Group, Inc. | 883 | $208.5K | 0.19% | +883 | New |
| Garden State Investment Advisory Services LLC | 884 | $208.7K | 0.07% | +884 | New |
| WR Wealth Planners, LLC | 885 | $208.9K | 0.06% | −140−13.7% | Reduced |
| Eagle Wealth Strategies LLC | 885 | $208.9K | 0.17% | +885 | New |
| Cabot Wealth Management Inc | 890 | $210.0K | 0.03% | +890 | New |
| Foguth Wealth Management, LLC. | 894 | $210.9K | 0.09% | +894 | New |
| Inceptionr LLC | 895 | $211.2K | 0.06% | −1,449−61.8% | Reduced |
| MTM Financial Group, LLC | 895 | $211.2K | 0.13% | +895 | New |
| Adell Harriman & Carpenter Inc | 898 | $211.9K | 0.02% | +898 | New |
| Lantz Financial LLC | 898 | $211.9K | 0.07% | +898 | New |
| Beaton Management Co. Inc. | 900 | $212.0K | 0.11% | +900 | New |
| Wealth Alliance Advisory Group, LLC | 900 | $212.4K | 0.05% | +900 | New |
| Becker Capital Management Inc | 900 | $212.4K | 0.01% | +900 | New |
| PCG Wealth Advisors, LLC | 901 | $212.7K | 0.09% | +901 | New |
| Blue Fin Capital, Inc. | 906 | $213.8K | 0.04% | +906 | New |
| TCTC Holdings, LLC | 907 | $214.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 907 | $214.1K | 0.00% | +14+1.6% | Added |
| Tenon Financial LLC | 910 | $214.8K | 0.17% | +910 | New |
| Pring Turner Capital Group Inc | 912 | $215.2K | 0.15% | +912 | New |
| Source Financial Advisors LLC | 916 | $216.1K | 0.07% | +916 | New |
| LRI Investments, LLC | 917 | $216.3K | 0.02% | +535+140.1% | Added |
| Colonial River Wealth Management, LLC | 923 | $217.7K | 0.12% | +923 | New |
| Garde Capital, Inc. | 923 | $218.0K | 0.02% | −200−17.8% | Reduced |
| Clarity Capital Partners LLC | 925 | $218.3K | 0.13% | +925 | New |
| Hutchens & Kramer Investment Management Group, LLC | 922 | $218.9K | 0.12% | −420−31.3% | Reduced |
| W Advisors, LLC | 931 | $219.7K | 0.14% | +931 | New |
| Abacus Planning Group, Inc. | 932 | $219.9K | 0.04% | +932 | New |
| Ruggaard & Associates LLC | 933 | $220.2K | 0.10% | +933 | New |
| Holistic Financial Partners | 935 | $220.7K | 0.11% | −139−12.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 937 | $221.1K | 0.11% | +937 | New |
| Certified Advisory Corp | 938 | $221.4K | 0.03% | +938 | New |
| Milestone Resources Group Ltd | 942 | $222.0K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 950 | $223.3K | 0.18% | +950 | New |
| Investment House LLC | 950 | $224.2K | 0.01% | +950 | New |
| Gerber Kawasaki Wealth & Investment Management | 950 | $224.3K | 0.01% | −8−0.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 893 | $224.6K | 0.18% | −167−15.8% | Reduced |
| Financial Perspectives, Inc | 952 | $224.7K | 0.08% | 00.0% | Unchanged |
| Lee Financial Co | 953 | $224.9K | 0.04% | +953 | New |
| Hills Bank & Trust Co | 954 | $225.1K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 954 | $225.1K | 0.04% | +954 | New |
| Gallacher Capital Management LLC | 955 | $225.4K | 0.12% | −1,652−63.4% | Reduced |
| Brave Warrior Advisors, LLC | 961 | $226.8K | 0.01% | +961 | New |
