| Old Port Advisors | 805 | $467.6K | 0.09% | +805 | New |
| Palisades Hudson Asset Management, L.P. | 807 | $469.0K | 0.16% | +807 | New |
| Aspen Investment Management Inc | 808 | $469.0K | 0.13% | +808 | New |
| Arkfeld Wealth Strategies, L.L.C. | 850 | $469.2K | 0.14% | −48−5.3% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 809 | $470.0K | 0.37% | +809 | New |
| Wealthcare Capital Partners, LLC | 812 | $471.7K | 0.19% | +812 | New |
| Baron Silver Stevens Financial Advisors, LLC | 813 | $472.3K | 0.06% | +813 | New |
| Talisman Wealth Advisors LLC | 813 | $472.5K | 0.36% | +813 | New |
| Aspiriant, LLC | 815 | $473.4K | 0.01% | +815 | New |
| Aegis Wealth Management, Inc. | 815 | $473.4K | 0.31% | +815 | New |
| IKE Capital, LLC | 815 | $473.4K | 0.25% | +815 | New |
| Tortoise Investment Management, LLC | 815 | $473.4K | 0.04% | +815 | New |
| CogentBlue Wealth Advisors, LLC | 816 | $474.2K | 0.27% | +816 | New |
| Plante Moran Financial Advisors, LLC | 817 | $474.6K | 0.02% | +523+177.9% | Added |
| Ingalls & Snyder LLC | 817 | $475.0K | 0.01% | +817 | New |
| Chatterton & Associates Inc. | 869 | $475.1K | 0.28% | +869 | New |
| Members Wealth LLC | 818 | $475.2K | 0.26% | +3+0.4% | Added |
| OV Management LLC | 818 | $475.2K | 0.89% | −6−0.7% | Reduced |
| Proathlete Wealth Management LLC | 819 | $475.8K | 0.12% | +60+7.9% | Added |
| Rubicon Advisors, GP | 819 | $475.8K | 0.35% | +819 | New |
| LOM Asset Management Ltd | 820 | $476.3K | 0.12% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 820 | $476.3K | 0.22% | +820 | New |
| Financial Life Planners | 820 | $476.3K | 0.31% | 00.0% | Unchanged |
| Advisor Resource Council | 843 | $476.6K | 0.16% | +843 | New |
| Unique Wealth Strategies, LLC | 821 | $476.9K | 0.17% | +821 | New |
| Brio Consultants, LLC | 822 | $477.5K | 0.06% | −9−1.1% | Reduced |
| Wagner Wealth Management, Corp | 822 | $477.5K | 0.39% | +822 | New |
| Grandfield & Dodd, LLC | 824 | $478.7K | 0.03% | +824 | New |
| Anchor Bay Capital, Inc. | 1,020 | $479.0K | 0.26% | +1,020 | New |
| Eclectic Associates Inc | 825 | $479.3K | 0.05% | +825 | New |
| Fonville Wealth Management LLC | 826 | $479.8K | 0.08% | +826 | New |
| Polaris Investment Advisors, LLC | 827 | $480.4K | 0.31% | +827 | New |
| Pinnacle Bancorp, Inc. | 829 | $481.6K | 0.13% | +4+0.5% | Added |
| Moment Partners, LLC | 829 | $481.6K | 0.09% | +829 | New |
| ARS Wealth Advisors Group, LLC | 833 | $483.9K | 0.04% | +833 | New |
| Guidance Capital, Inc | 969 | $485.2K | 0.10% | −36−3.6% | Reduced |
| Dunhill Financial, LLC | 835 | $485.2K | 0.10% | −422−33.6% | Reduced |
| Beck Capital Management, LLC | 836 | $485.5K | 0.09% | +836 | New |
| Ridgeline Wealth, LLC | 836 | $485.6K | 0.28% | +836 | New |
| Panoramic Investment Advisors, LLC | 838 | $486.8K | 0.23% | +838 | New |
| JMN Financial LLC | 838 | $486.8K | 0.38% | +838 | New |
| Latitude Advisors, LLC | 840 | $488.0K | 0.19% | +840 | New |
| Sierra Ocean, LLC | 840 | $488.0K | 0.34% | +840 | New |
| Redwood Family Wealth LLC | 840 | $488.0K | 0.43% | +840 | New |
| Eq LLC | 840 | $488.2K | 0.12% | +840 | New |
| AlphaGrep UK Ltd | 841 | $488.5K | 0.15% | −1,564−65.0% | Reduced |
| Seldon Capital LP | 841 | $488.5K | 0.15% | +841 | New |
| Canal Capital Management, LLC | 841 | $488.5K | 0.06% | +841 | New |
| Archetype Wealth Partners | 841 | $489.0K | 0.06% | +841 | New |
| Viewpoint Capital Management LLC | 842 | $489.1K | 0.25% | +842 | New |
| Hibernia Wealth Partners, LLC | 843 | $489.7K | 0.27% | +843 | New |
| ZRC Wealth Management, LLC | 844 | $490.3K | 0.15% | +79+10.3% | Added |
| Wealth Advisory Solutions, LLC | 845 | $490.9K | 0.10% | +845 | New |
| S&T Bank | 846 | $491.4K | 0.15% | +19+2.3% | Added |
| Permanent Capital Management, LP | 846 | $491.4K | 0.07% | +846 | New |
| Stone Point Wealth LLC | 849 | $493.2K | 0.13% | +849 | New |
| Value Investment Professionals, LLC | 850 | $493.8K | 0.42% | +850 | New |
| Brindle & Bay Financial Advisors, LLC | 850 | $493.9K | 0.25% | +850 | New |
| Vista Capital Partners, Inc. | 852 | $494.9K | 0.04% | +852 | New |
| Stonebridge Financial Planning Group, LLC | 852 | $494.9K | 0.16% | +852 | New |
| Nicholas Hoffman & Company, LLC. | 854 | $496.1K | 0.01% | +854 | New |
| Guardian Financial Partners, LLC | 854 | $496.1K | 0.19% | +854 | New |
| LCNB Corp | 855 | $496.7K | 0.15% | +855 | New |
| BBR Partners, LLC | 855 | $496.7K | 0.02% | +855 | New |
| Hamilton Capital, LLC | 856 | $497.3K | 0.02% | +856 | New |
| Appleton Partners Inc | 858 | $498.0K | 0.03% | +858 | New |
| Lynch Investment Planning, LLC | 858 | $498.4K | 0.38% | +858 | New |
| Hayek Kallen Investment Management | 859 | $499.0K | 0.15% | +859 | New |
| Schmidt P J Investment Management Inc | 860 | $499.5K | 0.08% | +860 | New |
| Bill Few Associates, Inc. | 860 | $499.6K | 0.11% | +860 | New |
| Verum Partners LLC | 862 | $500.6K | 0.08% | +862 | New |
| Cove Private Wealth, LLC | 862 | $500.7K | 0.10% | +862 | New |
| Paulson Wealth Management Inc. | 863 | $501.3K | 0.11% | +863 | New |
| Morris Financial Concepts, Inc. | 864 | $501.9K | 0.15% | +864 | New |
| Tortuga Wealth Management, Inc | 864 | $501.9K | 0.38% | +864 | New |
| V2 Financial group LLC | 865 | $502.5K | 0.19% | +865 | New |
| Wilkerson Advisory Group LLC | 866 | $503.1K | 0.15% | +599+224.3% | Added |
| Hardy Reed LLC | 866 | $503.1K | 0.03% | +866 | New |
| Ellenbecker Investment Group | 867 | $503.6K | 0.06% | +867 | New |
| Gill Capital Partners, LLC | 867 | $503.6K | 0.13% | −79−8.4% | Reduced |
| Riverstone Advisors, LLC | 867 | $503.6K | 0.21% | +867 | New |
| Langley Wealth Management, LLC | 869 | $504.8K | 0.49% | +869 | New |
| Evelyn Partners Group Ltd | 871 | $506.0K | 0.01% | +871 | New |
| Peregrine Asset Advisers, Inc. | 1,072 | $506.6K | 0.11% | +1,072 | New |
| Covestor Ltd | 875 | $508.0K | 0.29% | −54−5.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 875 | $508.3K | 0.00% | +875 | New |
| Stonebridge Financial Group, LLC | 876 | $508.9K | 0.04% | −159−15.4% | Reduced |
| 21 West Wealth Management LLC | 876 | $508.9K | 0.43% | +876 | New |
| Walled Lake Planning & Wealth Management, LLC | 878 | $509.7K | 0.13% | +878 | New |
| Monument Capital Management | 882 | $512.4K | 0.10% | +882 | New |
| Mount Vernon Associates Inc | 885 | $514.0K | 0.34% | −1,050−54.3% | Reduced |
| Rice Partnership, LLC | 885 | $514.1K | 0.06% | +885 | New |
| Buck Wealth Strategies, LLC | 887 | $515.3K | 0.05% | −674−43.2% | Reduced |
| Wiser Wealth Management, Inc | 887 | $515.3K | 0.10% | +887 | New |
| Miller Global Investments, LLC | 888 | $515.8K | 0.43% | −2,826−76.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 889 | $516.4K | 0.09% | −7−0.8% | Reduced |
| Hilltop Partners LLC | 889 | $516.4K | 0.13% | +889 | New |
| Lane Brothers & Co Inc | 891 | $517.6K | 0.34% | +891 | New |
| Cooper/Haims Advisors, LLC | 895 | $519.9K | 0.22% | +895 | New |
| Trinity Legacy Partners, LLC | 1,039 | $520.5K | 0.10% | −318−23.4% | Reduced |
