| Emerald Advisers, LLC | 266 | $87.1K | 0.00% | +2+0.8% | Added |
| Basepoint Wealth LLC | 268 | $88.0K | 0.05% | +268 | New |
| 1620 Investment Advisors, Inc. | 277 | $90.9K | 0.06% | −1−0.4% | Reduced |
| Bank of Jackson Hole Trust | 279 | $91.3K | 0.04% | +15+5.7% | Added |
| Missouri Trust & Investment Co | 281 | $92.0K | 0.03% | 00.0% | Unchanged |
| Compass Financial Services Inc | 286 | $93.7K | 0.04% | +2+0.7% | Added |
| Westfuller Advisors, LLC | 287 | $93.8K | 0.04% | +1+0.3% | Added |
| Sarver Vrooman Wealth Advisors | 287 | $93.9K | 0.06% | −80−21.8% | Reduced |
| Costello Asset Management, INC | 289 | $94.5K | 0.03% | −99−25.5% | Reduced |
| Caden Capital Partners, LP | 296 | $96.9K | 0.22% | +296 | New |
| Aventura Private Wealth, LLC | 297 | $97.2K | 0.03% | −63−17.5% | Reduced |
| S&T Bank | 297 | $97.2K | 0.03% | +113+61.4% | Added |
| VSM Wealth Advisory, LLC | 300 | $98.2K | 0.03% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 301 | $98.5K | 1.83% | +1+0.3% | Added |
| Copia Wealth Management | 302 | $98.8K | 0.07% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 302 | $98.8K | 0.04% | +40+15.3% | Added |
| Seneschal Advisors, LLC | 305 | $99.8K | 0.07% | +2+0.7% | Added |
| Cherry Tree Wealth Management, LLC | 310 | $101.5K | 0.02% | −110−26.2% | Reduced |
| Hughes Financial Services, LLC | 311 | $101.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 311 | $101.8K | 0.02% | +47+17.8% | Added |
| Principia Wealth Advisory, LLC | 314 | $102.7K | 0.06% | −261−45.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 319 | $104.4K | 0.03% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 320 | $104.6K | 0.04% | +1+0.3% | Added |
| Limestone Investment Advisors LP | 320 | $104.7K | 0.07% | +320 | New |
| TSFG, LLC | 328 | $107.0K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 333 | $109.0K | 0.05% | −244−42.3% | Reduced |
| Quattro Advisors LLC | 335 | $109.5K | 0.09% | +335 | New |
| IAG Wealth Partners, LLC | 340 | $111.3K | 0.01% | +1+0.3% | Added |
| Pin Oak Investment Advisors Inc | 293 | $113.0K | 0.08% | 00.0% | Unchanged |
| Financial Consulate, Inc | 349 | $114.2K | 0.02% | −3−0.9% | Reduced |
| Intesa Sanpaolo Wealth Management | 350 | $114.6K | 0.02% | +350 | New |
| Conquis Financial LLC | 354 | $115.9K | 0.10% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 359 | $117.5K | 0.12% | +359 | New |
| Armstrong Advisory Group, Inc | 360 | $117.8K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 364 | $119.3K | 0.01% | +2+0.6% | Added |
| Ogorek Anthony Joseph | 371 | $121.0K | 0.03% | −20−5.1% | Reduced |
| SHP Wealth Management | 370 | $121.0K | 0.01% | +370 | New |
| Atlantic Trust, LLC | 375 | $122.7K | 0.02% | −177−32.1% | Reduced |
| CapitalatWork S.A. | – | $123.0K | 0.00% | – | – |
| Bernard Wealth Management Corp. | 379 | $124.1K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 381 | $124.4K | 0.02% | +2+0.5% | Added |
| Western Pacific Wealth Management, LP | 380 | $124.4K | 0.12% | 00.0% | Unchanged |
| Trust Co | 387 | $126.7K | 0.01% | +182+88.8% | Added |
| GPS Wealth Strategies Group, LLC | 391 | $127.9K | 0.11% | −952−70.9% | Reduced |
| Family CFO Inc | 396 | $129.6K | 0.06% | +396 | New |
| Copeland Capital Management, LLC | 400 | $130.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 406 | $132.9K | 0.07% | +406 | New |
| Founders Capital Management | 409 | $133.9K | 0.07% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 410 | $134.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 415 | $136.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 420 | $137.5K | 0.01% | −347−45.2% | Reduced |
| Cornerstone Financial Management LLC | 423 | $138.5K | 0.13% | +423 | New |
| Key Capital Management, INC | 451 | $147.6K | 0.15% | +451 | New |
| Piscataqua Savings Bank | 457 | $149.6K | 0.10% | −14−3.0% | Reduced |
| Silicon Valley Capital Partners | 484 | $158.4K | 0.01% | +4+0.8% | Added |
| Princeton Global Asset Management LLC | 498 | $162.9K | 0.03% | +29+6.2% | Added |
| Provenance Wealth Advisors, LLC | 500 | $163.7K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 500 | $163.7K | 0.10% | +500 | New |
| Banque de Luxembourg S.A. | 501 | $164.0K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $164.0K | 0.00% | +500 | New |
| High Note Wealth, LLC | 508 | $166.3K | 0.03% | +28+5.8% | Added |
| Darwin Advisors, LLC | 509 | $166.8K | 0.05% | +6+1.2% | Added |
| Global Trust Asset Management, LLC | 517 | $169.1K | 0.07% | −115−18.2% | Reduced |
| Signature Equity Partners, LLC | 523 | $171.3K | 0.09% | +523 | New |
| Investment Research & Advisory Group, Inc. | 514 | $171.7K | 0.06% | +29+6.0% | Added |
| Blume Capital Management, Inc. | 530 | $173.5K | 0.03% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 530 | $173.5K | 0.09% | +530 | New |
| Raffa Wealth Management, LLC | 537 | $175.6K | 0.03% | +244+83.3% | Added |
| Pinnacle Bancorp, Inc. | 554 | $181.3K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 556 | $182.1K | 0.07% | −254−31.4% | Reduced |
| Riverview Trust Co | 572 | $187.2K | 0.23% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 574 | $188.0K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 542 | $190.3K | 0.02% | +30+5.9% | Added |
| Tucker Asset Management LLC | 593 | $194.1K | 0.06% | −165−21.8% | Reduced |
| Avion Wealth | 601 | $196.0K | 0.04% | +12+2.0% | Added |
| Sachetta, LLC | 601 | $196.6K | 0.11% | −1,021−62.9% | Reduced |
| Keystone Financial Planning, Inc. | 612 | $200.3K | 0.06% | +612 | New |
| Cypress Advisory Group LLC | 614 | $201.0K | 0.15% | +614 | New |
| Newbridge Financial Services Group, Inc. | 614 | $201.1K | 0.03% | +70+12.9% | Added |
| Fortis Group Advisors, LLC | 588 | $201.1K | 0.03% | +588 | New |
| Financial Advisors Network, Inc. | 615 | $201.3K | 0.03% | +615 | New |
| waypoint wealth counsel | 616 | $201.7K | 0.07% | +616 | New |
| Penserra Capital Management LLC | 620 | $202.0K | 0.00% | −131−17.4% | Reduced |
| Sendero Wealth Management, LLC | 618 | $202.3K | 0.02% | +618 | New |
| McClarren Financial Advisors, Inc. | 327 | $202.3K | 0.12% | +327 | New |
| Motco | 619 | $202.6K | 0.02% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 619 | $202.7K | 0.12% | +619 | New |
| Arbor Trust Wealth Advisors, LLC | 620 | $202.9K | 0.09% | +620 | New |
| Cercano Management LLC | 620 | $202.9K | 0.01% | +620 | New |
| Red Wave Investments LLC | 622 | $203.6K | 0.06% | +622 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 622 | $203.6K | 0.17% | +622 | New |
| Optivise Advisory Services LLC | 624 | $204.2K | 0.12% | −128−17.0% | Reduced |
| American National Bank of Texas | 624 | $204.2K | 0.20% | +624 | New |
| BCGM Wealth Management, LLC | 624 | $204.4K | 0.05% | +624 | New |
| OneAscent Family Office, LLC | 625 | $204.7K | 0.14% | +625 | New |
| Investment Insight Wealth Management, LLC | 626 | $204.9K | 0.20% | +626 | New |
| Cross Staff Investments Inc | 626 | $204.9K | 0.13% | +626 | New |
| Fidelity D & D Bancorp Inc | 628 | $205.6K | 0.09% | −148−19.1% | Reduced |
| Creative Capital Management Investments LLC | 629 | $205.9K | 0.06% | 00.0% | Unchanged |
| New Millennium Group LLC | 629 | $206.0K | 0.09% | +207+49.1% | Added |
