| West Coast Financial LLC | 66 | $215.0K | 0.03% | +66 | New |
| Socha Financial Group, LLC | 66 | $215.2K | 0.18% | +6+10.0% | Added |
| Security National Bank of Sioux City Iowa | 66 | $216.0K | 0.16% | +66 | New |
| Stone House Investment Management, LLC | 67 | $218.0K | 0.07% | +1+1.5% | Added |
| Confluence Investment Management LLC | 67 | $218.0K | 0.00% | +4+6.3% | Added |
| Prudent Investors Network | 67 | $218.0K | 0.10% | +67 | New |
| Cardinal Point Wealth Management Partners, LLC | 67 | $218.0K | 0.10% | +67 | New |
| First Citizens Financial Corp | 67 | $219.0K | 0.16% | 00.0% | Unchanged |
| Harbor Group, Inc. | 67 | $219.0K | 0.14% | +67 | New |
| CKW Financial Group | 67 | $221.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 68 | $221.7K | 0.07% | +39+134.5% | Added |
| Adirondack Retirement Specialists, Inc. | 68 | $225.0K | 0.20% | −61−47.3% | Reduced |
| Madden Advisory Services, Inc. | 69 | $225.0K | 0.15% | −4−5.5% | Reduced |
| Sowa Financial Group, Inc. | 69 | $225.0K | 0.13% | −4−5.5% | Reduced |
| FSA Wealth Management LLC | 68 | $227.0K | 0.13% | 00.0% | Unchanged |
| Brandywine Trust Co | 70 | $228.0K | 0.07% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 70 | $228.0K | 0.01% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 70 | $228.0K | 6.14% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $228.0K | 0.07% | – | – |
| Bridgefront Capital, LLC | 70 | $228.0K | 0.28% | +70 | New |
| MBE Wealth Management, LLC | 71 | $231.0K | 0.14% | −3−4.1% | Reduced |
| Hudson Capital Management LLC | 71 | $231.0K | 0.09% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 71 | $231.0K | 0.36% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 71 | $231.0K | 0.06% | +71 | New |
| Fortress Wealth Management, Inc. | 71 | $231.0K | 0.18% | +71 | New |
| Sutton Place Investors LLC | 81 | $234.0K | 0.28% | +81 | New |
| Swarthmore Group Inc | 72 | $235.0K | 0.06% | −35−32.7% | Reduced |
| Clark Financial Advisors | 72 | $235.0K | 0.22% | −31−30.1% | Reduced |
| Foster & Motley Inc | 72 | $235.0K | 0.02% | −16−18.2% | Reduced |
| Lakeside Advisors, INC. | 72 | $235.0K | 0.18% | +5+7.5% | Added |
| Chico Wealth RIA | 72 | $235.0K | 0.19% | +72 | New |
| Insight Folios Inc | 73 | $238.0K | 0.11% | −6−7.6% | Reduced |
| Prism Advisors, Inc. | 73 | $238.0K | 0.08% | +1+1.4% | Added |
| IAG Wealth Partners, LLC | 73 | $238.0K | 0.07% | +18+32.7% | Added |
| Whelan Financial | 73 | $238.0K | 0.15% | +73 | New |
| Red Cedar Capital, LLC | 74 | $241.0K | 0.15% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 74 | $241.0K | 0.23% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 74 | $241.0K | 0.10% | +1+1.4% | Added |
| Strategic Equity Management | 74 | $241.0K | 0.09% | +74 | New |
| Mirabella Financial Services LLP | 75 | $244.0K | 0.03% | −1,222−94.2% | Reduced |
| Sentinel Pension Advisors Inc | 75 | $244.0K | 0.08% | −108−59.0% | Reduced |
| Monarch Capital Management Inc | 75 | $244.0K | 0.06% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 75 | $244.0K | 0.29% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 75 | $244.0K | 0.08% | 00.0% | Unchanged |
| Trust Investment Advisors | 75 | $244.0K | 0.20% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 75 | $244.0K | 0.15% | +4+5.6% | Added |
| Yorktown Management & Research Co Inc | 75 | $244.0K | 0.21% | +7+10.3% | Added |
| PACK Private Wealth, LLC | 75 | $244.0K | 0.20% | +75 | New |
| Stephens Consulting, LLC | 75 | $244.5K | 0.20% | −5−6.3% | Reduced |
| Hoertkorn Richard Charles | 75 | $245.0K | 0.11% | +25+50.0% | Added |
| Friedenthal Financial | 76 | $248.0K | 0.15% | −27−26.2% | Reduced |
| Taylor Hoffman Wealth Management | 76 | $248.0K | 0.10% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 76 | $248.0K | 0.16% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 76 | $248.0K | 0.24% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 77 | $251.0K | 0.13% | +5+6.9% | Added |
| Investors Asset Management of Georgia Inc | 78 | $254.0K | 0.13% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 78 | $254.0K | 0.27% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 78 | $254.0K | 0.10% | +11+16.4% | Added |
| Krane Funds Advisors LLC | 78 | $254.0K | 0.01% | +55+239.1% | Added |
| Rather & Kittrell, Inc. | 79 | $257.0K | 0.25% | +22+38.6% | Added |
| Garrett Wealth Advisory Group, LLC | 79 | $258.0K | 0.13% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 79 | $258.0K | 0.26% | +3+3.9% | Added |
| Range Financial Group LLC | 79 | $258.0K | 0.16% | +79 | New |
| Financial Planning & Information Services, Inc. | 80 | $260.0K | 0.06% | +80 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $261.0K | 0.23% | −30,240−99.7% | Reduced |
| Rock Point Advisors, LLC | 80 | $261.0K | 0.08% | −9−10.1% | Reduced |
| Harvey Investment Co LLC | 80 | $261.0K | 0.03% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 80 | $261.0K | 0.03% | 00.0% | Unchanged |
| My Personal CFO, LLC | 80 | $261.0K | 0.27% | +80 | New |
| Sippican Capital Advisors | 81 | $264.0K | 0.22% | −5−5.8% | Reduced |
| Lewis Capital Management, LLC | 81 | $264.0K | 0.30% | 00.0% | Unchanged |
| TL Private Wealth | 87 | $264.0K | 0.14% | −2−2.2% | Reduced |
| TMD Wealth Management, LLC | 81 | $265.0K | 0.10% | −3−3.6% | Reduced |
| Verity & Verity, LLC | 82 | $267.0K | 0.04% | −37−31.1% | Reduced |
| Gleason Group, Inc. | 82 | $267.0K | 0.08% | −28−25.5% | Reduced |
| NatWest Group plc | 82 | $267.0K | 0.13% | 00.0% | Unchanged |
| Pillar Wealth Advisors, LLC | 82 | $267.0K | 0.26% | 00.0% | Unchanged |
| Divergent Planning, LLC | 82 | $268.0K | 0.17% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 107 | $269.0K | 0.24% | +12+12.6% | Added |
| Crew Capital Management, Ltd. | 83 | $271.0K | 0.26% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 83 | $271.0K | 0.20% | +4+5.1% | Added |
| Hartford Funds Management Co LLC | 83 | $271.0K | 0.03% | +23+38.3% | Added |
| TD Capital Management LLC | 84 | $274.0K | 0.03% | +5+6.3% | Added |
| Karpas Strategies, LLC | 84 | $274.0K | 0.09% | +15+21.7% | Added |
| Paulson Wealth Management Inc. | 85 | $277.0K | 0.13% | +4+4.9% | Added |
| Clear Investment Research, LLC | 86 | $280.0K | 0.55% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 86 | $280.0K | 0.22% | +3+3.6% | Added |
| Emfo, LLC | 86 | $280.0K | 0.25% | +8+10.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 86 | $280.0K | 0.18% | +15+21.1% | Added |
| Boston Common Asset Management, LLC | 86 | $280.0K | 0.01% | +86 | New |
| Websterrogers Financial Advisors, LLC | 86 | $281.0K | 0.14% | +8+10.3% | Added |
| Grant/GrossMendelsohn, LLC | 89 | $281.0K | 0.14% | +89 | New |
| Vista Investment Management | 87 | $284.0K | 0.16% | −13−13.0% | Reduced |
| Marquette Asset Management, LLC | 87 | $284.0K | 0.07% | +11+14.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 88 | $287.0K | 0.05% | −94−51.6% | Reduced |
| Surience Private Wealth LLC | 88 | $287.0K | 0.25% | −22−20.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 88 | $287.0K | 0.06% | −20−18.5% | Reduced |
| Capital Planning LLC | 88 | $287.0K | 0.11% | 00.0% | Unchanged |
| Avion Wealth | 88 | $287.0K | 0.08% | +5+6.0% | Added |
| Davis-Rea Ltd. | 103 | $288.0K | 0.15% | −3,928−97.4% | Reduced |