| Virtus Family Office LLC | 607 | $207.5K | 0.18% | −7,219−92.2% | Reduced |
| Bernard Wealth Management Corp. | 608 | $207.8K | 0.09% | −67−9.9% | Reduced |
| Crusonia Wealth Advisors LLC | 608 | $207.9K | 0.04% | +608 | New |
| WealthCollab, LLC | 609 | $208.3K | 0.09% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 614 | $209.9K | 0.16% | +614 | New |
| Founders Financial Securities LLC | 528 | $210.0K | 0.01% | +528 | New |
| Cowa, LLC | 615 | $210.2K | 0.06% | +615 | New |
| Wilkerson Advisory Group LLC | 617 | $210.9K | 0.07% | +514+499.0% | Added |
| Summit Financial Wealth Advisors, LLC | 617 | $210.9K | 0.03% | +617 | New |
| Owen LaRue, LLC | 618 | $211.2K | 0.08% | +618 | New |
| Investment Research Partners LLC | 618 | $211.2K | 0.09% | +618 | New |
| Blalock Williams, LLC | 619 | $211.6K | 0.16% | +619 | New |
| Rinkey Investments | 622 | $212.6K | 0.05% | +622 | New |
| Unify Financial Advisors | 623 | $212.9K | 0.22% | +623 | New |
| Brand Asset Management Group, Inc. | 624 | $213.3K | 0.06% | +624 | New |
| Alpha Zero LLC | 626 | $214.0K | 0.11% | +626 | New |
| Rialto Wealth Management, LLC | 627 | $214.3K | 0.05% | +76+13.8% | Added |
| Blue Zone Wealth Advisors, LLC | 628 | $214.6K | 0.04% | +628 | New |
| Sather Financial Group Inc | 629 | $215.0K | 0.01% | +629 | New |
| Cogent Private Wealth, Inc. | 630 | $215.3K | 0.16% | +630 | New |
| Financial & Tax Architects, LLC | 630 | $215.4K | 0.05% | +630 | New |
| Cornell Pochily Investment Advisors, Inc. | 632 | $216.0K | 0.06% | +632 | New |
| Cypress Point Wealth Management, LLC | 632 | $216.0K | 0.05% | +632 | New |
| Johnson Financial Group, LLC | 633 | $216.4K | 0.01% | +633 | New |
| Indiana Trust & Investment Management CO | 634 | $216.7K | 0.07% | 00.0% | Unchanged |
| Sapient Capital LLC | 636 | $217.4K | 0.00% | +636 | New |
| Jacksonville Wealth Management, LLC | 637 | $217.9K | 0.15% | +637 | New |
| TAGStone Capital, Inc. | 639 | $218.4K | 0.08% | −416−39.4% | Reduced |
| Advisor Resource Council | 641 | $219.1K | 0.09% | +641 | New |
| Accel Wealth Management | 641 | $219.1K | 0.06% | +641 | New |
| Cypress Capital Group | 644 | $220.1K | 0.02% | +644 | New |
| Zullo Investment Group, Inc. | 644 | $220.1K | 0.08% | +644 | New |
| Carrera Capital Advisors | 645 | $220.5K | 0.03% | +645 | New |
| Brio Consultants, LLC | 537 | $220.6K | 0.03% | +537 | New |
| Traub Capital Management LLC | 647 | $221.1K | 0.22% | +647 | New |
| ERn Financial, LLC | 648 | $221.5K | 0.04% | +648 | New |
| Silicon Valley Capital Partners | 649 | $221.8K | 0.02% | +506+353.8% | Added |
| Parker Investment Management, LLC | 650 | $222.2K | 0.03% | +650 | New |
| Trace Wealth Advisors, LLC | 650 | $222.2K | 0.17% | +650 | New |
| David J Yvars Group | 650 | $222.2K | 0.12% | +650 | New |
| Circle Wealth Management, LLC | 653 | $223.2K | 0.00% | +653 | New |
| Aspen Grove Capital, LLC | 653 | $223.2K | 0.04% | +653 | New |
| Green Ridge Wealth Planning LLC | 653 | $223.2K | 0.12% | +653 | New |
| Bellevue Asset Management, LLC | 654 | $223.5K | 0.11% | 00.0% | Unchanged |
| Great Waters Wealth Management | 655 | $223.9K | 0.02% | +655 | New |
| Baltimore-Washington Financial Advisors, Inc. | 660 | $225.6K | 0.01% | +660 | New |
| Claris Advisors, LLC | 661 | $225.9K | 0.07% | +661 | New |
| Westmount Partners, LLC | 663 | $226.6K | 0.06% | +663 | New |
| Oak Asset Management, LLC | 667 | $228.0K | 0.08% | +667 | New |
| Waterfront Wealth Inc. | 669 | $228.7K | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 672 | $229.7K | 0.05% | +672 | New |
| Fairway Financial, LLC | 676 | $230.9K | 0.18% | +676 | New |
| GFG Capital, LLC | 677 | $231.4K | 0.07% | +677 | New |
| Tred Avon Family Wealth, LLC | 677 | $231.4K | 0.08% | +677 | New |
| Monticello Wealth Management, LLC | 680 | $232.4K | 0.01% | +680 | New |
| Cardinal Point Capital Management, ULC | 681 | $232.9K | 0.01% | +681 | New |
| M3 Advisory Group, LLC | 682 | $233.0K | 0.14% | +682 | New |
| Alpine Woods Capital Investors, LLC | 682 | $233.1K | 0.06% | +682 | New |
| TSA Wealth Managment LLC | 682 | $233.1K | 0.08% | +682 | New |
| 1620 Investment Advisors, Inc. | 683 | $233.4K | 0.16% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 683 | $233.5K | 0.10% | +683 | New |
| Meridian Investment Counsel Inc. | 684 | $233.8K | 0.06% | +684 | New |
| Segment Wealth Management, LLC | 685 | $234.1K | 0.01% | +685 | New |
| Barings LLC | 688 | $235.2K | 0.00% | +688 | New |
| Fiduciary Financial Group, LLC | 688 | $235.2K | 0.03% | +688 | New |
| Flatrock Wealth Partners LLC | 689 | $235.4K | 0.11% | +689 | New |
| 21 West Wealth Management LLC | 689 | $235.5K | 0.22% | +689 | New |
| Severin Investments, LLC | 690 | $235.9K | 0.20% | +690 | New |
| Hamilton Capital, LLC | 691 | $236.2K | 0.01% | −125−15.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 691 | $236.2K | 0.05% | +691 | New |
| Connecticut Capital Management Group, LLC | 691 | $236.2K | 0.22% | +691 | New |
| One Wealth Capital Management, LLC | 621 | $236.7K | 0.10% | +621 | New |
| Smith, Moore & Co. | 693 | $236.8K | 0.02% | +693 | New |
| Arcus Capital Partners, LLC | 697 | $238.2K | 0.09% | +697 | New |
| Gradient Investments LLC | 697 | $238.3K | 0.00% | +697 | New |
| Keating Financial Advisory Services, Inc. | 698 | $238.6K | 0.04% | −240−25.6% | Reduced |
| Warner Financial, Inc | 700 | $239.0K | 0.08% | +700 | New |
| Phillips Wealth Planners LLC | 539 | $239.1K | 0.18% | +539 | New |
| Quilter Plc | 700 | $239.3K | 0.00% | +700 | New |
| Fogel Capital Management, Inc. | 700 | $239.3K | 0.11% | +700 | New |
| Kassira Wealth Management LLC | 700 | $239.3K | 0.22% | +700 | New |
| Titleist Asset Management, LLC | 700 | $239.4K | 0.02% | +700 | New |
| KPP Advisory Services LLC | 701 | $239.6K | 0.03% | +701 | New |
| Hirtle Callaghan & Co LLC | 702 | $239.9K | 0.01% | +702 | New |
| Capstone Wealth Management Group LLC | 704 | $240.5K | 0.15% | +704 | New |
| Whalerock Point Partners, LLC | 705 | $241.0K | 0.05% | +705 | New |
| CRA Financial Services, LLC | 708 | $242.0K | 0.03% | +708 | New |
| Rosenberg Matthew Hamilton | 709 | $242.3K | 0.05% | +41+6.1% | Added |
| Keudell/Morrison Wealth Management | 710 | $242.7K | 0.05% | −74−9.4% | Reduced |
| Montz Harcus Wealth Management LLC | 710 | $242.7K | 0.10% | +710 | New |
| Arlington Trust Co LLC | 713 | $243.7K | 0.02% | +129+22.1% | Added |
| MB, Levis & Associates, LLC | 715 | $244.3K | 0.10% | +1+0.1% | Added |
| GTS Securities LLC | 716 | $244.7K | 0.01% | −25,371−97.3% | Reduced |
| First County Bank | 717 | $245.1K | 0.13% | −110−13.3% | Reduced |
| Alliance Wealth Advisors, LLC | 717 | $245.1K | 0.05% | +717 | New |
| Turning Point Benefit Group, Inc. | 1,156 | $245.6K | 0.16% | +703+155.2% | Added |
| TriaGen Wealth Management LLC | 720 | $246.1K | 0.07% | +720 | New |
| Excelsior Advisor Network LLC | 721 | $246.4K | 0.09% | −162−18.3% | Reduced |
| Magnus Financial Group LLC | 721 | $246.4K | 0.02% | +721 | New |
| Meridian Wealth Partners, LLC | 722 | $246.7K | 0.03% | +722 | New |
