| Narus Financial Partners, LLC | 776 | $208.6K | 0.11% | +776 | New |
| Zevin Asset Management LLC | 777 | $209.0K | 0.04% | +777 | New |
| Kaydan Wealth Management, Inc. | 780 | $209.6K | 0.08% | +780 | New |
| Milestone Investment Advisors LLC | 780 | $209.6K | 0.06% | +780 | New |
| Darwin Advisors, LLC | 781 | $209.8K | 0.06% | +781 | New |
| Acorn Financial Advisory Services Inc | 782 | $210.1K | 0.04% | +782 | New |
| Peoples Bank | 782 | $210.2K | 0.14% | +782 | New |
| Wescott Financial Advisory Group, LLC | 783 | $210.4K | 0.04% | +783 | New |
| Seven Mile Advisory | 783 | $210.4K | 0.22% | +783 | New |
| Cherry Tree Wealth Management, LLC | 783 | $210.4K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 785 | $211.0K | 0.08% | +785 | New |
| JB Capital LLC | 785 | $211.0K | 0.02% | +785 | New |
| Perkins Coie Trust Co | 787 | $211.5K | 0.06% | +11+1.4% | Added |
| Blossom Wealth Management | 788 | $211.8K | 0.68% | +788 | New |
| Global Trust Asset Management, LLC | 790 | $212.2K | 0.10% | +61+8.4% | Added |
| Index Fund Advisors, Inc. | 790 | $212.3K | 0.01% | +790 | New |
| Rosenberg Matthew Hamilton | 794 | $213.4K | 0.07% | −80−9.2% | Reduced |
| TriaGen Wealth Management LLC | 797 | $214.2K | 0.11% | +797 | New |
| Great Waters Wealth Management | 802 | $214.5K | 0.04% | +802 | New |
| Horst & Graben Wealth Management LLC | 798 | $214.6K | 0.05% | +798 | New |
| Isthmus Partners, LLC | 800 | $215.0K | 0.03% | +800 | New |
| Clear Creek Financial Management, LLC | 800 | $215.0K | 0.04% | +800 | New |
| Cardiff Park Advisors, LLC | 801 | $215.3K | 0.03% | +801 | New |
| Jackson Hole Capital Partners, LLC | 802 | $215.5K | 0.06% | +802 | New |
| Pettinga Financial Advisors, LLC | 803 | $215.8K | 0.07% | +803 | New |
| McGlone Suttner Wealth Management, Inc. | 804 | $215.9K | 0.05% | +804 | New |
| Titleist Asset Management, LLC | 805 | $216.5K | 0.04% | +805 | New |
| American Institute for Advanced Investment Management, LLP | 810 | $217.7K | 0.20% | +810 | New |
| Griffin Asset Management, Inc. | 811 | $218.0K | 0.03% | +811 | New |
| Prentice Wealth Management LLC | 812 | $218.2K | 0.10% | +812 | New |
| Campbell Wealth Management | 815 | $219.0K | 0.03% | +815 | New |
| Colton Groome Financial Advisors, LLC | 815 | $219.0K | 0.11% | +815 | New |
| Oxbow Advisors, LLC | 818 | $219.8K | 0.03% | −2,741−77.0% | Reduced |
| AlphaQ Advisors LLC | 821 | $220.7K | 0.19% | +821 | New |
| Compass Wealth Management LLC | 824 | $221.5K | 0.07% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 825 | $221.6K | 0.18% | −2,525−75.4% | Reduced |
| Cascade Investment Group, Inc. | 825 | $221.7K | 0.21% | +825 | New |
| Obsidian Personal Planning Solutions LLC | 826 | $222.0K | 0.19% | +826 | New |
| Carl Stuart Investment Advisor, Inc | 836 | $222.6K | 0.18% | +836 | New |
| Invenio Wealth Partners LLC | 829 | $222.8K | 0.20% | +829 | New |
| S&CO Inc | 834 | $224.0K | 0.02% | +834 | New |
| Eagle Ridge Investment Management | 835 | $224.4K | 0.02% | +835 | New |
| SWS Partners | 835 | $224.5K | 0.08% | +835 | New |
| Autumn Glory Partners, LLC | 836 | $224.7K | 0.14% | +836 | New |
| Objective Capital Management, LLC | 838 | $225.2K | 0.20% | +838 | New |
| Cladis Investment Advisory, LLC | 840 | $225.8K | 0.20% | −150−15.2% | Reduced |
| WealthPLAN Partners, LLC | 840 | $225.8K | 0.03% | +62+8.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 842 | $226.3K | 0.19% | +842 | New |
| Capital Advisory Group Advisory Services, LLC | 844 | $226.8K | 0.13% | +844 | New |
| REDW Wealth LLC | 846 | $227.4K | 0.07% | +846 | New |
| Essex LLC | 848 | $227.8K | 0.06% | +848 | New |
| Mokosak Advisory Group, LLC | 849 | $228.3K | 0.09% | +849 | New |
| Spirit of America Management Corp | 850 | $228.4K | 0.05% | −300−26.1% | Reduced |
| Conservest Capital Advisors, Inc. | 851 | $228.7K | 0.03% | +851 | New |
| Powers Advisory Group, LLC | 861 | $231.4K | 0.16% | +861 | New |
| Gemmer Asset Management LLC | 865 | $232.5K | 0.03% | +865 | New |
| Abacus Wealth Partners, LLC | 868 | $233.2K | 0.07% | +868 | New |
| Carmichael Hill & Associates, Inc. | 868 | $233.3K | 0.11% | 00.0% | Unchanged |
| Janney Capital Management LLC | 870 | $234.0K | 0.02% | +870 | New |
| Armstrong Henry H Associates Inc | 870 | $234.1K | 0.03% | +870 | New |
| Harfst & Associates, Inc. | 872 | $234.4K | 0.07% | +872 | New |
| High Pines Wealth Management, LLC | 875 | $235.2K | 0.39% | −400−31.4% | Reduced |
| PCA Investment Advisory Services Inc. | 879 | $236.3K | 0.17% | +4+0.5% | Added |
| Summit Wealth Partners, LLC | 881 | $236.8K | 0.06% | +881 | New |
| Northwest Quadrant Wealth Management, LLC | 883 | $237.3K | 0.07% | +883 | New |
| Sutton Wealth Advisors Inc. | 883 | $237.3K | 0.12% | +52+6.3% | Added |
| Beaird Harris Wealth Management, LLC | 883 | $237.3K | 0.03% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 884 | $237.5K | 0.19% | +884 | New |
| Orion Capital Management LLC | 885 | $237.9K | 0.15% | +885 | New |
| Fifth Third Wealth Advisors LLC | 885 | $237.9K | 0.10% | +885 | New |
| W.H. Cornerstone Investments Inc. | 884 | $238.0K | 0.21% | +884 | New |
| McLean Asset Management Corp | 878 | $238.0K | 0.10% | +878 | New |
| Unio Capital LLC | 887 | $238.4K | 0.13% | +887 | New |
| AlphaCentric Advisors LLC | 890 | $239.2K | 0.14% | −28−3.1% | Reduced |
| Texas Capital Bancshares Inc | 890 | $239.2K | 0.13% | +890 | New |
| Schrum Private Wealth Management LLC | 890 | $239.2K | 0.27% | +890 | New |
| RKL Wealth Management LLC | 891 | $239.4K | 0.03% | +891 | New |
| Kanawha Capital Management LLC | 891 | $239.5K | 0.02% | +891 | New |
| RDA Financial Network | 895 | $240.5K | 0.10% | −20−2.2% | Reduced |
| Parcion Private Wealth LLC | 896 | $240.8K | 0.02% | +896 | New |
| Vantage Consulting Group Inc | 898 | $241.3K | 0.16% | −149−14.2% | Reduced |
| Syntax Advisors, LLC | 898 | $241.3K | 0.21% | −149−14.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 900 | $241.9K | 0.02% | +900 | New |
| Legacy Wealth Management, LLC | 900 | $241.9K | 0.13% | +900 | New |
| Mayfair Advisory Group, LLC | 897 | $243.3K | 0.23% | +897 | New |
| Riverview Trust Co | 906 | $243.5K | 0.22% | +381+72.6% | Added |
| Raab & Moskowitz Asset Management LLC | 909 | $244.3K | 0.09% | +909 | New |
| Hoey Investments, Inc | 910 | $244.6K | 0.08% | 00.0% | Unchanged |
| True North Advisors, LLC | 910 | $244.6K | 0.08% | 00.0% | Unchanged |
| Marathon Capital Management | 913 | $245.4K | 0.06% | 00.0% | Unchanged |
| Security Financial Services, INC. | 914 | $245.6K | 0.07% | +914 | New |
| Fenimore Asset Management Inc | 914 | $245.6K | 0.01% | −650−41.6% | Reduced |
| Talisman Wealth Advisors LLC | 914 | $245.6K | 0.43% | −2−0.2% | Reduced |
| Oder Investment Management, LLC | 919 | $247.1K | 0.27% | −41−4.3% | Reduced |
| Ellenbecker Investment Group | 923 | $248.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 923 | $248.1K | 0.04% | −7,847−89.5% | Reduced |
| Schulhoff & Co Inc | 924 | $248.3K | 0.13% | 00.0% | Unchanged |
| Optas, LLC | 925 | $248.6K | 0.08% | +925 | New |
| First Affirmative Financial Network | 928 | $249.3K | 0.24% | +928 | New |
| Pacifica Partners Inc. | 943 | $250.0K | 0.14% | +300+46.7% | Added |
