| Regimen Wealth, LLC | 456 | $200.1K | 0.07% | +456 | New |
| Boyd Watterson Asset Management LLC | 457 | $200.4K | 0.07% | −1−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 465 | $203.9K | 0.03% | +465 | New |
| Driehaus Capital Management LLC | 466 | $204.3K | 0.00% | +466 | New |
| Horan Securities, Inc. | 469 | $205.6K | 0.10% | +469 | New |
| Founders Financial Securities LLC | 470 | $206.1K | 0.02% | +470 | New |
| Alpha Family Trust | 470 | $206.1K | 0.12% | +470 | New |
| Tiemann Investment Advisors, LLC | 471 | $206.5K | 0.09% | +471 | New |
| Atomi Financial Group, Inc. | 471 | $206.5K | 0.02% | +471 | New |
| Dechtman Wealth Management, LLC | 474 | $207.6K | 0.05% | +474 | New |
| Family Firm, Inc. | 476 | $208.6K | 0.05% | +476 | New |
| DRW Securities, LLC | 476 | $208.7K | 0.01% | +476 | New |
| Cornerstone Planning Group LLC | 499 | $208.7K | 0.06% | +4+0.8% | Added |
| Penserra Capital Management LLC | 479 | $209.0K | 0.00% | −445−48.2% | Reduced |
| Level Four Advisory Services, LLC | 552 | $209.7K | 0.01% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 479 | $210.0K | 0.07% | +479 | New |
| Narus Financial Partners, LLC | 479 | $210.0K | 0.09% | +479 | New |
| Sigma Planning Corp | 479 | $210.2K | 0.01% | +479 | New |
| Confluence Investment Management LLC | 480 | $210.5K | 0.00% | +480 | New |
| Joel Isaacson & Co., LLC | 480 | $210.5K | 0.01% | +480 | New |
| Armistice Capital, LLC | 482 | $211.3K | 0.01% | +482 | New |
| Guardian Wealth Advisors, LLC | 485 | $212.6K | 0.03% | +485 | New |
| Linden Thomas Advisory Services, LLC | 485 | $212.6K | 0.03% | +485 | New |
| Trust Investment Advisors | 487 | $213.5K | 0.15% | +487 | New |
| YHB Investment Advisors, Inc. | 488 | $214.0K | 0.02% | +488 | New |
| Cherry Tree Wealth Management, LLC | 489 | $214.4K | 0.05% | 00.0% | Unchanged |
| Abel Hall, LLC | 490 | $215.0K | 0.16% | +490 | New |
| Gallacher Capital Management LLC | 492 | $215.6K | 0.11% | −91−15.6% | Reduced |
| Concurrent Investment Advisors, LLC | 494 | $216.6K | 0.01% | +494 | New |
| Annex Advisory Services, LLC | 494 | $216.6K | 0.01% | −68−12.1% | Reduced |
| River Wealth Advisors LLC | 499 | $218.8K | 0.03% | −138−21.7% | Reduced |
| Oldfather Financial Services, LLC | 500 | $219.2K | 0.09% | +500 | New |
| Proequities, Inc. | 502 | $220.1K | 0.01% | −6−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 502 | $220.1K | 0.00% | −35−6.5% | Reduced |
| Nwam LLC | 520 | $220.9K | 0.02% | −49−8.6% | Reduced |
| Moody National Bank Trust Division | 505 | $221.4K | 0.02% | −178−26.1% | Reduced |
| Gilman Hill Asset Management, LLC | 505 | $221.4K | 0.04% | +505 | New |
| WSFS Capital Management, LLC | 507 | $222.2K | 0.01% | +507 | New |
| Birchcreek Wealth Management, LLC | 509 | $223.2K | 0.12% | +509 | New |
| Cornerstone Wealth Group, LLC | 510 | $223.6K | 0.02% | +510 | New |
| Optimist Retirement Group LLC | 515 | $225.8K | 0.12% | +515 | New |
| Weiss Asset Management LP | 517 | $226.7K | 0.01% | +517 | New |
| OneAscent Wealth Management LLC | 518 | $227.0K | 0.09% | +518 | New |
| Moors & Cabot, Inc. | 518 | $227.1K | 0.01% | +518 | New |
| Green Harvest Asset Management LLC | 518 | $227.1K | 0.01% | +518 | New |
| Vicus Capital | 518 | $227.1K | 0.02% | +518 | New |
| Farther Finance Advisors, LLC | 523 | $227.5K | 0.01% | +80+18.1% | Added |
| Cascade Financial Partners, LLC | 553 | $228.8K | 0.03% | +553 | New |
| Marcum Wealth, LLC | 526 | $230.6K | 0.02% | −6−1.1% | Reduced |
| Banque Cantonale Vaudoise | 527 | $232.0K | 0.01% | −1,223−69.9% | Reduced |
| Tufton Capital Management | 530 | $232.4K | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 536 | $233.1K | 0.01% | +536 | New |
| Argus Investors' Counsel, Inc. | 534 | $234.1K | 0.14% | −2−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 534 | $234.1K | 0.02% | +199+59.4% | Added |
| TNF LLC | 567 | $234.2K | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 535 | $234.6K | 0.02% | +535 | New |
| Walker Asset Management, LLC | 537 | $235.3K | 0.16% | +2+0.4% | Added |
| Ameritas Advisory Services, LLC | 559 | $236.0K | 0.01% | −61−9.8% | Reduced |
| Sentry Investment Management LLC | 538 | $236.0K | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 538 | $236.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 539 | $236.3K | 0.00% | −93−14.7% | Reduced |
| Heritage Investment Group, Inc. | 543 | $238.0K | 0.05% | −102−15.8% | Reduced |
| Perennial Investment Advisors, LLC | 544 | $238.7K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 553 | $242.5K | 0.02% | −1,416−71.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 553 | $242.8K | 0.01% | +128+30.1% | Added |
| Avantax Planning Partners, Inc. | 554 | $242.9K | 0.01% | −105−15.9% | Reduced |
| Independence Bank of Kentucky | 555 | $243.3K | 0.07% | +200+56.3% | Added |
| Bridgefront Capital, LLC | 557 | $244.2K | 0.19% | +557 | New |
| Apella Capital, LLC | 571 | $245.3K | 0.01% | +22+4.0% | Added |
| Quantum Financial Advisors, LLC | 560 | $245.3K | 0.05% | 00.0% | Unchanged |
| Fluent Financial, LLC | 560 | $245.5K | 0.14% | −1−0.2% | Reduced |
| Princeton Global Asset Management LLC | 560 | $245.5K | 0.06% | −14−2.4% | Reduced |
| Nichols & Pratt Advisers LLP | 560 | $245.5K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 561 | $246.0K | 0.23% | +561 | New |
| Institute for Wealth Management, LLC. | 564 | $247.3K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 564 | $248.0K | 0.00% | +26+4.8% | Added |
| Rehmann Capital Advisory Group | 565 | $248.2K | 0.02% | −9−1.6% | Reduced |
| Westmount Partners, LLC | 568 | $249.0K | 0.09% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 571 | $250.3K | 0.13% | −141−19.8% | Reduced |
| Intrua Financial, LLC | 575 | $252.1K | 0.04% | +575 | New |
| Empirical Asset Management, LLC | 576 | $252.5K | 0.12% | +576 | New |
| Wealthstream Advisors, Inc. | 576 | $252.6K | 0.10% | +14+2.5% | Added |
| SeaCrest Wealth Management, LLC | 577 | $253.0K | 0.03% | +577 | New |
| Clifford Swan Investment Counsel LLC | 582 | $255.2K | 0.01% | −25−4.1% | Reduced |
| David Loasby | 594 | $255.2K | 0.03% | +15+2.6% | Added |
| Parcion Private Wealth LLC | 585 | $256.5K | 0.02% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $256.8K | 0.02% | +1+0.2% | Added |
| Washington Capital Management Inc | 586 | $256.9K | 0.21% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 590 | $259.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 593 | $260.3K | 0.01% | +593 | New |
| Tradewinds, LLC. | 690 | $262.1K | 0.23% | +690 | New |
| Shelton Capital Management | 598 | $262.2K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 599 | $262.6K | 0.01% | +71+13.4% | Added |
| Harbour Investment Management LLC | 600 | $263.1K | 0.12% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 600 | $263.1K | 0.26% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 601 | $263.5K | 0.08% | −66−9.9% | Reduced |
| Summit Trail Advisors, LLC | 602 | $263.7K | 0.01% | +67+12.5% | Added |
| Dougherty Wealth Advisers LLC | 603 | $264.4K | 0.23% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 604 | $264.8K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 604 | $264.8K | 0.15% | +27+4.7% | Added |
