| Founders Capital Management | 409 | $127.4K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 410 | $128.0K | 0.00% | −50−10.9% | Reduced |
| Beacon Capital Management, LLC | 417 | $129.8K | 0.02% | +43+11.5% | Added |
| Catalyst Capital Advisors LLC | 417 | $129.9K | 0.00% | +3+0.7% | Added |
| Sarver Vrooman Wealth Advisors | 418 | $130.2K | 0.09% | +418 | New |
| Foster Dykema Cabot & Partners, LLC | 420 | $130.9K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 425 | $132.4K | 0.04% | −1−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 426 | $132.7K | 0.03% | +33+8.4% | Added |
| Armstrong Advisory Group, Inc | 511 | $133.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 454 | $141.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 470 | $146.0K | 0.10% | +41+9.6% | Added |
| Piscataqua Savings Bank | 471 | $146.7K | 0.13% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 563 | $146.8K | 0.05% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 472 | $147.1K | 0.01% | +472 | New |
| High Note Wealth, LLC | 479 | $149.2K | 0.04% | −25−5.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 485 | $151.1K | 0.04% | +10+2.1% | Added |
| First Financial Corp | 498 | $155.2K | 0.08% | −41−7.6% | Reduced |
| Central Pacific Bank - Trust Division | 499 | $155.5K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 500 | $155.8K | 0.09% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 503 | $156.6K | 0.02% | −132−20.8% | Reduced |
| Matrix Trust Co | 513 | $160.0K | 0.03% | +54+11.8% | Added |
| Principia Wealth Advisory, LLC | 555 | $161.4K | 0.16% | +19+3.5% | Added |
| Blume Capital Management, Inc. | 532 | $165.7K | 0.04% | +2+0.4% | Added |
| Aventura Private Wealth, LLC | 539 | $167.9K | 0.09% | +19+3.7% | Added |
| Putney Financial Group LLC | 542 | $168.9K | 0.18% | −93−14.6% | Reduced |
| Rossby Financial, LCC | 604 | $169.6K | 0.07% | −297−33.0% | Reduced |
| Silicon Valley Capital Partners | 557 | $171.0K | 0.02% | +4+0.7% | Added |
| Slocum, Gordon & Co LLP | 562 | $175.1K | 0.13% | −563−50.0% | Reduced |
| PFG Private Wealth Management, LLC | 575 | $179.1K | 0.10% | +35+6.5% | Added |
| Aspect Partners, LLC | 578 | $180.1K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 580 | $181.0K | 0.06% | +15+2.7% | Added |
| XY Capital Ltd | 581 | $181.0K | 0.12% | −237−29.0% | Reduced |
| Banque de Luxembourg S.A. | 601 | $187.2K | 0.11% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 606 | $188.0K | 0.07% | +506+506.0% | Added |
| McClarren Financial Advisors, Inc. | 608 | $189.0K | 0.13% | +608 | New |
| SOA Wealth Advisors, LLC. | 628 | $195.8K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 632 | $196.9K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 642 | $200.1K | 0.06% | +642 | New |
| Security National Bank of So Dak | 643 | $200.3K | 0.11% | +643 | New |
| Family Firm, Inc. | 643 | $200.4K | 0.04% | +643 | New |
| Wallace Capital Management Inc. | 644 | $200.6K | 0.03% | +644 | New |
| Atlas Wealth LLC | 644 | $200.6K | 0.08% | +644 | New |
| Sentinus, LLC | 645 | $200.9K | 0.06% | +645 | New |
| Bridge Creek Capital Management LLC | 645 | $200.9K | 0.06% | +645 | New |
| 626 Financial, LLC | 645 | $200.9K | 0.10% | +645 | New |
| Clarkston Capital Partners, LLC | 646 | $201.3K | 0.00% | +646 | New |
| Autumn Glory Partners, LLC | 646 | $201.3K | 0.10% | +646 | New |
| St. Louis Trust Co | 649 | $202.2K | 0.03% | −3,135−82.8% | Reduced |
| Creative Capital Management Investments LLC | 649 | $202.2K | 0.08% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 650 | $202.5K | 0.11% | +650 | New |
| Inspirion Wealth Advisors, LLC | 650 | $202.5K | 0.03% | +650 | New |
| KDT Advisors, LLC | 650 | $202.5K | 0.30% | +650 | New |
| Ring Mountain Capital, LLC | 651 | $202.8K | 0.15% | +651 | New |
| Vista Investment Partners LLC | 653 | $203.4K | 0.06% | +653 | New |
| One Day In July LLC | 654 | $203.8K | 0.02% | +654 | New |
| Bernardo Wealth Planning LLC | 656 | $204.0K | 0.05% | +656 | New |
| Intelligence Driven Advisers, LLC | 657 | $204.5K | 0.04% | −300−31.3% | Reduced |
| Cahill Financial Advisors Inc | 657 | $204.8K | 0.03% | +657 | New |
| Lifestyle Asset Management, Inc. | 658 | $205.0K | 0.11% | +658 | New |
| Members Wealth LLC | 659 | $205.3K | 0.15% | −195−22.8% | Reduced |
| Facet Wealth, Inc. | 734 | $205.6K | 0.01% | −12−1.6% | Reduced |
| D.B. Root & Company, LLC | 660 | $205.6K | 0.07% | +660 | New |
| Smith Asset Management Co., LLC | 661 | $205.9K | 0.19% | +661 | New |
| Tucker Asset Management LLC | 662 | $206.3K | 0.07% | −137−17.1% | Reduced |
| DAGCO, Inc. | 662 | $206.4K | 0.07% | +662 | New |
| Fountainhead AM, LLC | 663 | $206.6K | 0.03% | +663 | New |
| Indie Asset Partners, LLC | 665 | $207.3K | 0.18% | −440−39.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 666 | $207.5K | 0.04% | −25−3.6% | Reduced |
| Hoya Capital Real Estate, LLC | 666 | $207.5K | 4.06% | +666 | New |
| Evergreen Wealth Solutions, LLC | 666 | $207.5K | 0.14% | +666 | New |
| Firethorn Wealth Partners, LLC | 666 | $207.6K | 0.10% | +666 | New |
| Morton Brown Family Wealth, LLC | 670 | $208.7K | 0.07% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 671 | $209.1K | 0.13% | +671 | New |
| Grove Street Fiduciary, LLC | 671 | $209.1K | 0.11% | +671 | New |
| Chancellor Financial Group WB LP | 676 | $210.6K | 0.17% | +676 | New |
| Alpha Financial Partners, LLC | 677 | $211.0K | 0.17% | −119−14.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 677 | $211.0K | 0.09% | +677 | New |
| Widmann Financial Services, Inc. | 678 | $211.2K | 0.16% | +678 | New |
| Greenberg Financial Group | 601 | $211.5K | 0.09% | +601 | New |
| Novare Capital Management LLC | 679 | $211.5K | 0.02% | +679 | New |
| Karpus Management, Inc. | 680 | $211.9K | 0.01% | +680 | New |
| State of Wyoming | 682 | $212.5K | 0.03% | +682 | New |
| Wilkins Miller Wealth Management, LLC | 682 | $212.5K | 0.16% | +682 | New |
| Up Strategic Wealth Investment Advisors LLC | 683 | $212.8K | 0.19% | +683 | New |
| WealthCare Investment Partners, LLC | 779 | $213.2K | 0.09% | 00.0% | Unchanged |
| Capital Counsel LLC | 686 | $213.7K | 0.01% | +686 | New |
| HT Partners LLC | 686 | $213.7K | 0.07% | +686 | New |
| Millstone Evans Group, LLC | 687 | $214.0K | 0.15% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 687 | $214.0K | 0.02% | +687 | New |
| Hoge Financial Services, LLC | 688 | $214.5K | 0.15% | +688 | New |
| Lloyd Advisory Services, LLC. | 689 | $214.5K | 0.11% | +689 | New |
| Investment Research & Advisory Group, Inc. | 689 | $214.7K | 0.09% | +100+17.0% | Added |
| Stockman Wealth Management, Inc. | 689 | $214.7K | 0.03% | +689 | New |
| Planning Center, Inc. | 689 | $214.7K | 0.03% | +689 | New |
| Northstar Financial Companies, Inc. | 690 | $214.8K | 0.23% | +690 | New |
| Arbor Trust Wealth Advisors, LLC | 690 | $215.0K | 0.10% | +690 | New |
| TriaGen Wealth Management LLC | 690 | $215.0K | 0.08% | +690 | New |
| Live Oak Investment Partners | 691 | $215.3K | 0.17% | – | – |
| Fiduciary Family Office, LLC | 691 | $215.3K | 0.07% | +691 | New |
| Long Island Wealth Management, Inc. | 692 | $215.6K | 0.13% | +692 | New |
