| Trilogy Capital Inc. | 204 | $680.0K | 0.05% | +36+21.4% | Added |
| Level Financial Advisors, Inc. | 204 | $680.0K | 0.52% | +204 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 204 | $680.0K | 0.22% | +204 | New |
| Vance Wealth, Inc. | 204 | $680.0K | 0.67% | +204 | New |
| Astoria Portfolio Advisors LLC. | 204 | $680.0K | 0.54% | +204 | New |
| Windsor Capital Management, LLC | 204 | $681.0K | 0.21% | +22+12.1% | Added |
| Bowman & Co S.C. | 206 | $683.0K | 0.53% | +206 | New |
| Total Investment Management Inc | 205 | $684.0K | 0.11% | −42−17.0% | Reduced |
| Martin Investment Management, LLC | 205 | $684.0K | 0.17% | −5−2.4% | Reduced |
| Eclectic Associates Inc | 205 | $684.0K | 0.44% | +1+0.5% | Added |
| Ridgecrest Wealth Partners, LLC | 205 | $684.0K | 0.33% | +10+5.1% | Added |
| Lowery Thomas, LLC | 205 | $684.0K | 0.47% | +205 | New |
| Interchange Capital Partners, LLC | 206 | $686.0K | 0.69% | −55−21.1% | Reduced |
| Kesler, Norman & Wride, LLC | 208 | $694.0K | 0.15% | −8−3.7% | Reduced |
| Wealthstream Advisors, Inc. | 208 | $694.0K | 0.59% | +208 | New |
| KRS Capital Management, LLC | 209 | $696.0K | 0.60% | +209 | New |
| CCG Wealth Management, LLC | 209 | $697.0K | 0.36% | −3−1.4% | Reduced |
| Foster Group, Inc. | 209 | $697.0K | 0.06% | +1+0.5% | Added |
| Red Tortoise LLC | 209 | $697.0K | 0.51% | −3,968−95.0% | Reduced |
| Orin Green Financial, LLC | 220 | $700.0K | 0.51% | −6−2.7% | Reduced |
| Outlook Wealth Advisors, LLC | 210 | $700.0K | 0.21% | −13−5.8% | Reduced |
| Syquant Capital SAS | 210 | $700.0K | 0.27% | +20+10.5% | Added |
| Seven Post Investment Office LP | 211 | $703.0K | 0.19% | +60+39.7% | Added |
| Planning Directions Inc | 211 | $704.0K | 0.47% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 211 | $704.0K | 0.57% | +211 | New |
| Aspire Wealth Management Corp | 211 | $704.0K | 0.57% | +211 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 212 | $707.0K | 0.04% | 00.0% | Unchanged |
| West Bancorporation Inc | 212 | $707.0K | 0.56% | +212 | New |
| Monolith Advisors | 212 | $707.0K | 0.57% | +212 | New |
| MinichMacGregor Wealth Management, LLC | 213 | $710.0K | 0.22% | 00.0% | Unchanged |
| Gould Asset Management LLC | 213 | $710.0K | 0.20% | +18+9.2% | Added |
| BlackDiamond Wealth Management Inc. | 213 | $710.0K | 0.81% | +213 | New |
| F&V Capital Management, LLC | 215 | $717.0K | 0.24% | −4−1.8% | Reduced |
| Mma Asset Management LLC | 215 | $717.0K | 0.51% | +2+0.9% | Added |
| Wambolt & Associates, LLC | 216 | $720.0K | 0.26% | +14+6.9% | Added |
| Peterson Wealth Advisors, LLC | 216 | $720.0K | 0.21% | +20+10.2% | Added |
| Allie Family Office LLC | 216 | $720.0K | 0.57% | +216 | New |
| Sweet Financial Partners, LLC | 216 | $720.0K | 0.30% | +216 | New |
| Horizon Financial Services, LLC | 218 | $726.9K | 0.44% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 218 | $727.0K | 0.38% | −11−4.8% | Reduced |
| Wealthspan Partners, LLC | 218 | $727.0K | 0.64% | +218 | New |
| WESPAC Advisors, LLC | 219 | $730.0K | 0.49% | −139−38.8% | Reduced |
| Bridge Advisory, LLC | 219 | $730.0K | 0.33% | +17+8.4% | Added |
| Pitti Group Wealth Management, LLC | 219 | $730.0K | 0.81% | +219 | New |
| Adamsbrown Wealth Consultants LLC | 219 | $730.0K | 0.66% | +219 | New |
| Bryant Woods Investment Advisors, LLC | 220 | $733.0K | 0.57% | +220 | New |
| Sassicaia Capital Advisers LLC | 220 | $734.0K | 5.06% | −1,370−86.2% | Reduced |
| Inlet Private Wealth, LLC | 220 | $734.0K | 0.18% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 220 | $734.0K | 0.33% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 220 | $734.0K | 1.26% | +6+2.8% | Added |
| Global Financial Private Client, LLC | 220 | $734.7K | 0.35% | −8−3.5% | Reduced |
| ETF Managers Group, LLC | 218 | $735.0K | 0.01% | −1,931−89.9% | Reduced |
| Heartwood Wealth Advisors LLC | 221 | $737.0K | 0.11% | +37+20.1% | Added |
| Merlin Capital LLC | 222 | $740.0K | 0.86% | +222 | New |
| BetterWealth, LLC | 222 | $740.0K | 0.52% | +222 | New |
| Peak Financial Management, Inc. | 222 | $742.0K | 0.24% | −1−0.4% | Reduced |
| Eagle Ridge Investment Management | 223 | $744.0K | 0.08% | −28−11.2% | Reduced |
| First Dallas Securities Inc. | 224 | $746.0K | 0.49% | +17+8.2% | Added |
| KLCM Advisors, Inc. | 224 | $747.0K | 0.16% | −37−14.2% | Reduced |
| Trillium Asset Management, LLC | 224 | $747.0K | 0.02% | +32+16.7% | Added |
| Pacific Center for Financial Services | 225 | $750.0K | 0.30% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 226 | $754.0K | 0.17% | +22+10.8% | Added |
| Shilanski & Associates, Inc. | 229 | $764.0K | 0.33% | −1−0.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 229 | $764.0K | 0.36% | +65+39.6% | Added |
| DB Wealth Management Group, LLC | 230 | $767.0K | 0.45% | 00.0% | Unchanged |
| Springs Capital (Hong Kong) Ltd | 230 | $767.0K | 2.13% | +230 | New |
| O'Neil Global Advisors, Inc. | 231 | $770.0K | 1.27% | +231 | New |
| Charter Oak Capital Management, LLC | 232 | $774.0K | 0.09% | −1−0.4% | Reduced |
| Hyperion Capital Advisors LP | 232 | $774.0K | 0.17% | 00.0% | Unchanged |
| KilterHowling LLC | 233 | $776.9K | 0.70% | +233 | New |
| Conservest Capital Advisors, Inc. | 233 | $777.0K | 0.08% | −2−0.9% | Reduced |
| Covestor Ltd | 233 | $779.0K | 1.09% | +233 | New |
| ODonnell Financial Services, LLC | 271 | $780.0K | 0.36% | −18−6.2% | Reduced |
| WestHill Financial Advisors, Inc. | 234 | $780.0K | 0.22% | +27+13.0% | Added |
| Summit Wealth Group, LLC | 234 | $780.0K | 0.89% | +234 | New |
| KB Financial Partners, LLC | 235 | $784.0K | 0.23% | −98−29.4% | Reduced |
| Horan Capital Advisors, LLC. | 235 | $784.0K | 0.31% | 00.0% | Unchanged |
| Auxier Asset Management | 236 | $787.0K | 0.12% | +10+4.4% | Added |
| D. Scott Neal, Inc. | 236 | $787.0K | 0.30% | +143+153.8% | Added |
| Wayfinding Financial, LLC | 282 | $789.0K | 0.63% | +282 | New |
| First National Bank & Trust Co of Newtown | 237 | $790.0K | 0.15% | 00.0% | Unchanged |
| MKT Advisors LLC | 285 | $792.0K | 0.62% | +285 | New |
| Goepper Burkhardt LLC | 238 | $793.0K | 0.47% | +21+9.7% | Added |
| Running Point Capital Advisors, LLC | 238 | $794.0K | 0.48% | −188−44.1% | Reduced |
| American Asset Management Inc. | 238 | $794.0K | 0.70% | +12+5.3% | Added |
| Carmel Capital Partners, LLC | 238 | $794.0K | 0.59% | +238 | New |
| Samalin Investment Counsel, LLC | 239 | $795.0K | 0.48% | +4+1.7% | Added |
| OLIO Financial Planning | 238 | $795.0K | 0.47% | +238 | New |
| Brio Consultants, LLC | 240 | $800.0K | 0.19% | −50−17.2% | Reduced |
| HC Advisors, LLC | 240 | $800.0K | 0.49% | −39−14.0% | Reduced |
| Levy Wealth Management Group, LLC | 240 | $800.0K | 0.36% | −5−2.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 240 | $800.0K | 0.27% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 240 | $800.0K | 1.00% | +4+1.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 241 | $804.0K | 0.72% | −2−0.8% | Reduced |
| St. Louis Trust Co | 241 | $804.0K | 0.17% | 00.0% | Unchanged |
| Stone Asset Management Inc. | 241 | $804.0K | 0.47% | +241 | New |
| Greatmark Investment Partners, Inc. | 242 | $807.0K | 0.14% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 242 | $807.0K | 0.55% | 00.0% | Unchanged |
| Meridian Financial, LLC | 561 | $808.3K | 0.75% | +561 | New |
| Beddow Capital Management Inc | 243 | $810.0K | 0.46% | 00.0% | Unchanged |
