| Quarry LP | 235 | $169.9K | 0.03% | −828−77.9% | Reduced |
| Dogwood Wealth Management LLC | 235 | $169.9K | 0.07% | +47+25.0% | Added |
| S&T Bank | 236 | $170.6K | 0.05% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 236 | $170.6K | 0.15% | 00.0% | Unchanged |
| Kennebec Savings Bank | 236 | $170.6K | 0.14% | +43+22.3% | Added |
| Chelsea Counsel Co | 240 | $173.5K | 0.07% | 00.0% | Unchanged |
| YANKCOM Partnership | 245 | $177.1K | 0.06% | +6+2.5% | Added |
| Clear Street Markets LLC | 248 | $179.3K | 0.03% | +248 | New |
| City Holding Co | 249 | $180.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 250 | $180.8K | 0.11% | −25−9.1% | Reduced |
| Toews Corp | 253 | $182.9K | 0.03% | +253 | New |
| Noble Wealth Management PBC | 254 | $183.6K | 0.08% | −21−7.6% | Reduced |
| Swisher Financial Concepts, Inc. | 258 | $186.5K | 0.12% | +258 | New |
| Cherry Tree Wealth Management, LLC | 264 | $191.2K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 271 | $195.9K | 0.12% | +39+16.8% | Added |
| Disciplina Capital Management LLC | 273 | $197.1K | 0.02% | +1+0.4% | Added |
| Sankala Group LLC | 388 | $197.1K | 0.13% | +30+8.4% | Added |
| Richardson Financial Services Inc. | 275 | $198.8K | 0.11% | −141−33.9% | Reduced |
| HHM Wealth Advisors, LLC | 275 | $198.8K | 0.02% | 00.0% | Unchanged |
| Wealth Analytics Partners, LLC | 337 | $200.8K | 0.07% | +337 | New |
| Kemnay Advisory Services Inc. | 278 | $201.0K | 0.03% | +2+0.7% | Added |
| Burns Matteson Capital Management, LLC | 278 | $201.0K | 0.06% | +278 | New |
| Solidarilty Wealth, LLC | 279 | $201.7K | 0.04% | +279 | New |
| Collaborative Capital Advisors LLC | 279 | $201.7K | 0.13% | +279 | New |
| Pincus Capital Management, LP | 279 | $201.7K | 0.12% | +279 | New |
| J. Derek Lewis & Associates Inc. | 279 | $201.8K | 0.04% | +279 | New |
| Forum Finance Group S.A. | 345 | $202.0K | 0.07% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 280 | $202.4K | 0.05% | +280 | New |
| Kercheville Advisors, LLC | 280 | $202.4K | 0.06% | +280 | New |
| Peterson Wealth Advisors, LLC | 281 | $202.9K | 0.02% | +281 | New |
| Kelly Financial Group LLC | 281 | $203.2K | 0.05% | +281 | New |
| Bearing Point Capital, LLC | 281 | $203.2K | 0.03% | +281 | New |
| Financial Planning Hawaii, Inc. | 281 | $203.2K | 0.11% | +281 | New |
| Livet Wealth, LLC | 281 | $203.2K | 0.12% | +281 | New |
| Alliance Wealth Management Group | 282 | $203.9K | 0.04% | +282 | New |
| Towercrest Capital Management | 282 | $203.9K | 0.03% | +282 | New |
| Town Capital LLC | 282 | $203.9K | 0.13% | +282 | New |
| MBE Wealth Management, LLC | 282 | $204.2K | 0.07% | +282 | New |
| Eaton-Cambridge Inc. | 283 | $204.6K | 0.06% | +283 | New |
| Intesa Sanpaolo S.p.A. | 281 | $205.2K | 0.01% | −810−74.2% | Reduced |
| Verus Wealth Management, LLC | 284 | $205.3K | 0.17% | +284 | New |
| Baron Wealth Management LLC | 284 | $205.5K | 0.05% | +284 | New |
| WestHill Financial Advisors, Inc. | 285 | $205.9K | 0.04% | +285 | New |
| Lodestar Private Asset Management LLC | 285 | $206.1K | 0.02% | +285 | New |
| Financial Advisory Service, Inc. | 285 | $206.2K | 0.01% | +285 | New |
| Baldwin Brothers Inc | 286 | $206.8K | 0.01% | +286 | New |
| Schneider Downs Wealth Management Advisors, LP | 286 | $206.8K | 0.02% | +286 | New |
| Perkins Coie Trust Co | 287 | $207.5K | 0.03% | +47+19.6% | Added |
| High Probability Advisors, LLC | 289 | $208.9K | 0.02% | +289 | New |
| Valued Retirements, Inc. | 289 | $208.9K | 0.19% | +289 | New |
| Opulen Financial Group LLC | 289 | $208.9K | 0.13% | +289 | New |
| Braeburn Wealth Management LLC | 289 | $209.0K | 0.09% | +289 | New |
| Inspire Advisors, LLC | 290 | $209.7K | 0.01% | +290 | New |
| MBA Advisors LLC | 290 | $209.7K | 0.07% | +290 | New |
| Parr McKnight Wealth Management Group, LLC | 292 | $211.1K | 0.03% | +292 | New |
| Black Swift Group, LLC | 293 | $211.8K | 0.03% | +293 | New |
| Leeward Financial Partners, LLC | 293 | $211.8K | 0.06% | +293 | New |
| Palladiem, LLC | 293 | $212.0K | 0.21% | 00.0% | Unchanged |
| Joseph Group Capital Management | 294 | $212.6K | 0.04% | +71+31.8% | Added |
| Rockbridge Investment Management, LCC | 294 | $212.6K | 0.02% | +294 | New |
| Laraway Financial Inc | 294 | $212.6K | 0.13% | +294 | New |
| O'Connor Financial Group LLC | 294 | $212.6K | 0.08% | +294 | New |
| Able Wealth Management LLC | 320 | $212.6K | 0.05% | +320 | New |
| Allegheny Financial Group LTD | 294 | $212.9K | 0.02% | +294 | New |
| JDH Wealth Management, LLC | 295 | $213.3K | 0.13% | +295 | New |
| Frisch Financial Group, Inc. | 297 | $215.0K | 0.04% | +297 | New |
| Cloud Capital Management, LLC | 297 | $215.0K | 0.08% | +297 | New |
| White Pine Capital LLC | 298 | $215.5K | 0.05% | +298 | New |
| Keb Asset Management, LLC | 299 | $216.2K | 0.03% | +299 | New |
| Blom & Howell Financial Planning, Inc. | 299 | $216.2K | 0.18% | +299 | New |
| Summit Asset Management, LLC | 299 | $216.2K | 0.03% | +299 | New |
| Saxony Capital Management, LLC | 300 | $216.8K | 0.10% | +300 | New |
| Ares Financial Consulting, LLC | 300 | $216.9K | 0.16% | 00.0% | Unchanged |
| Rational Advisors LLC | 300 | $216.9K | 0.02% | +41+15.8% | Added |
| Lafayette Investments, Inc. | 300 | $216.9K | 0.04% | +300 | New |
| Aldebaran Financial Inc. | 300 | $216.9K | 0.18% | +300 | New |
| Timber Creek Capital Management LLC | 300 | $216.9K | 0.04% | +300 | New |
| Private Capital Management, LLC | 300 | $216.9K | 0.02% | +300 | New |
| Clearwater Capital Advisors, LLC | 300 | $216.9K | 0.02% | +300 | New |
| Summit Wealth & Retirement Planning, Inc. | 300 | $216.9K | 0.05% | +300 | New |
| Clarus Group, Inc. | 300 | $216.9K | 0.07% | +300 | New |
| KRS Capital Management, LLC | 300 | $216.9K | 0.10% | +300 | New |
| Bawa N Mallick Trust | 300 | $216.9K | 0.07% | +300 | New |
| Index Technologies Group LLC | 300 | $216.9K | 0.17% | +300 | New |
| Lutz Financial Services LLC | 301 | $217.6K | 0.01% | +301 | New |
| Goldstein Advisors, LLC | 301 | $217.6K | 0.02% | +301 | New |
| Lakeridge Wealth Management LLC | 301 | $217.7K | 0.08% | +301 | New |
| Ocean Capital Management, LLC | 302 | $218.1K | 0.04% | +302 | New |
| Daviman Financial, LLC | 302 | $218.4K | 0.12% | +302 | New |
| BigSur Wealth Management LLC | 303 | $219.1K | 0.05% | +303 | New |
| Davis Investment Partners, LLC | 304 | $219.8K | 0.07% | −720−70.3% | Reduced |
| Fiduciary Wealth Partners, LLC | 305 | $220.4K | 0.12% | +305 | New |
| Defined Wealth Management, LLC | 305 | $220.5K | 0.11% | +305 | New |
| Davis Capital Management | 306 | $221.2K | 0.13% | +99+47.8% | Added |
| Capstone Capital Wealth Advisors | 306 | $221.2K | 0.13% | +306 | New |
| Trueblood Wealth Management, LLC | 308 | $222.3K | 0.08% | +308 | New |
| Woodley Farra Manion Portfolio Management Inc | 308 | $222.7K | 0.01% | +308 | New |
| SwitchPoint Financial Planning, LLC | 308 | $222.7K | 0.13% | +308 | New |
| Harvey Investment Co LLC | 309 | $223.0K | 0.02% | +309 | New |
| Challenger Wealth Management | 309 | $223.4K | 0.16% | +309 | New |