| Cheviot Value Management, LLC | 158 | $314.3K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 157 | $312.3K | 0.02% | +4+2.6% | Added |
| K.J. Harrison & Partners Inc | 157 | $312.3K | 0.04% | +157 | New |
| Sanchez Gaunt Capital Management, LLC | 157 | $312.3K | 0.17% | +157 | New |
| MBM Wealth Consultants, LLC | 156 | $310.4K | 0.06% | +8+5.4% | Added |
| First Financial Group Corp | 154 | $307.9K | 0.22% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 154 | $307.3K | 0.01% | +154 | New |
| Arlington Partners LLC | 154 | $306.4K | 0.55% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 154 | $305.7K | 0.07% | +154 | New |
| Fortis Capital Management LLC | 153 | $305.1K | 0.03% | −6−3.8% | Reduced |
| Holistic Financial Partners | 153 | $304.4K | 0.19% | −3−1.9% | Reduced |
| Clear Wave Wealth Management LLC | 153 | $304.4K | 0.07% | −2−1.3% | Reduced |
| Wealth Preservation Advisors, LLC | 152 | $302.4K | 0.17% | +65+74.7% | Added |
| Prospect Financial Group LLC | 152 | $302.4K | 0.24% | +152 | New |
| Viaable, LLC | 164 | $302.3K | 0.25% | +164 | New |
| Embree Financial Group | 151 | $300.4K | 0.03% | +151 | New |
| Invested Advisors | 150 | $298.4K | 0.26% | −24−13.8% | Reduced |
| Barton Investment Management | 150 | $298.4K | 0.04% | +150 | New |
| Well Done, LLC | 150 | $298.4K | 0.04% | +150 | New |
| Howard Capital Management Group, LLC | 150 | $298.4K | 0.02% | +150 | New |
| Prospera Capital Management, LLC | 163 | $297.5K | 0.09% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 149 | $296.4K | 0.02% | −4−2.6% | Reduced |
| David J Yvars Group | 148 | $294.4K | 0.14% | +148 | New |
| Prosperity Financial Group, Inc. | 148 | $294.4K | 0.09% | +148 | New |
| Fiduciary Family Office, LLC | 148 | $294.4K | 0.07% | +148 | New |
| Fairvoy Private Wealth, LLC | 148 | $294.4K | 0.06% | +148 | New |
| Capstone Wealth Management Group, Inc. | 148 | $294.4K | 0.18% | +148 | New |
| Orion Capital Management LLC | 147 | $292.4K | 0.09% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 146 | $290.6K | 0.01% | +146 | New |
| Knightsbridge Asset Management, LLC | 146 | $290.5K | 0.04% | +146 | New |
| Alhambra Investment Partners LLC | 146 | $290.5K | 0.13% | +146 | New |
| Cove Private Wealth, LLC | 146 | $290.5K | 0.06% | +146 | New |
| Gsa Capital Partners LLP | 146 | $290.0K | 0.02% | −234−61.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 145 | $288.9K | 0.03% | −121−45.5% | Reduced |
| Chatterton & Associates Inc. | 160 | $288.7K | 0.17% | +14+9.6% | Added |
| Claro Advisors LLC | 145 | $288.5K | 0.03% | +145 | New |
| Rational Advisors LLC | 145 | $288.5K | 0.03% | +17+13.3% | Added |
| RPG Investment Advisory, LLC | 145 | $288.5K | 0.03% | +145 | New |
| R2 Capital Strategies, LLC | 145 | $288.5K | 0.13% | +145 | New |
| Proathlete Wealth Management LLC | 145 | $288.5K | 0.07% | 00.0% | Unchanged |
| Welch Group, LLC | 144 | $286.5K | 0.01% | +144 | New |
| Leslie Global Wealth, LLC | 144 | $286.5K | 0.11% | +144 | New |
| IFC Advisors LLC | 144 | $286.5K | 0.04% | +144 | New |
| E6 Portfolios, LLC | 144 | $286.5K | 0.23% | +144 | New |
| KBC Group NV | 144 | $286.0K | 0.00% | +16+12.5% | Added |
| Objectivity Squared, LLC | 143 | $284.6K | 0.16% | +143 | New |
| BigSur Wealth Management LLC | 143 | $284.5K | 0.07% | +143 | New |
| Parcion Private Wealth LLC | 143 | $284.5K | 0.02% | +143 | New |
| Fortis Capital Advisors, LLC | 143 | $284.5K | 0.03% | +143 | New |
| Victory Financial Group, LLC | 143 | $284.5K | 0.03% | +143 | New |
| Tortuga Wealth Management, Inc | 142 | $284.5K | 0.22% | +142 | New |
| COFG Advisors, LLC | 142 | $283.4K | 0.05% | +142 | New |
| Rossby Financial, LCC | 142 | $282.5K | 0.05% | −5−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 142 | $281.6K | 0.09% | +142 | New |
| Safeguard Investment Advisory Group, LLC | 141 | $281.1K | 0.06% | +141 | New |
| Legacy Wealth Managment, LLC | 141 | $280.5K | 0.12% | +67+90.5% | Added |
| CFO4Life Group, LLC | 141 | $280.5K | 0.04% | +141 | New |
| Eq LLC | 141 | $280.5K | 0.07% | +141 | New |
| Octavia Wealth Advisors, LLC | 141 | $280.5K | 0.02% | +141 | New |
| GK Wealth Management LLC | 141 | $280.5K | 0.17% | +141 | New |
| Capital Square, LLC | 155 | $280.3K | 0.12% | −14−8.3% | Reduced |
| Emprise Bank | 140 | $278.5K | 0.10% | +140 | New |
| Balance Wealth, LLC | 140 | $278.5K | 0.07% | +140 | New |
| Strategic Financial Partners, Ltd. | 138 | $274.8K | 0.10% | +138 | New |
| Bedel Financial Consulting, Inc. | 138 | $274.6K | 0.03% | +138 | New |
| Hilltop Wealth Advisors, LLC | 138 | $274.5K | 0.14% | +138 | New |
| IVC Wealth Advisors LLC | 138 | $274.5K | 0.11% | +138 | New |
| Wellington-Altus USA Inc. | 207 | $273.4K | 0.20% | −41−16.5% | Reduced |
| Beto Financial Group, LLC | 157 | $273.0K | 0.14% | +1+0.6% | Added |
| Marathon Capital Management | 137 | $272.6K | 0.06% | +137 | New |
| Bridgefront Capital, LLC | 137 | $272.6K | 0.07% | +137 | New |
| Impact Partnership Wealth, LLC | 137 | $272.6K | 0.03% | +137 | New |
| Magnolia Private Wealth, LLC | 137 | $272.6K | 0.15% | +137 | New |
| Prepared Retirement Institute LLC | 137 | $272.6K | 0.12% | +137 | New |
| NewSquare Capital LLC | 136 | $270.6K | 0.02% | +136 | New |
| Marco Investment Management LLC | 136 | $270.6K | 0.02% | +136 | New |
| Ketron Financial | 136 | $270.6K | 0.08% | +136 | New |
| WealthCollab, LLC | 135 | $268.6K | 0.10% | +6+4.7% | Added |
| Wagner Wealth Management, LLC | 135 | $268.6K | 0.05% | +135 | New |
| Pacitti Group Inc. | 135 | $268.6K | 0.09% | +135 | New |
| Forum Financial Management, LP | 135 | $268.6K | 0.00% | +135 | New |
| Massar Capital Management, LP | 135 | $268.6K | 0.09% | +135 | New |
| Pincus Capital Management, LP | 135 | $268.6K | 0.16% | +135 | New |
| Acropolis Investment Management, LLC | 134 | $266.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 134 | $266.6K | 0.04% | +39+41.1% | Added |
| Granville Capital, Inc. | 134 | $266.6K | 0.12% | +134 | New |
| LBMC Investment Advisors, LLC | 134 | $266.6K | 0.01% | +134 | New |
| National Wealth Management Group, LLC | 134 | $266.6K | 0.08% | +134 | New |
| First Heartland Consultants, Inc. | 134 | $266.2K | 0.02% | +134 | New |
| Vista Investment Partners LLC | 133 | $264.8K | 0.07% | +133 | New |
| Markin Volterra Fund LP | 133 | $264.6K | 0.90% | −101−43.2% | Reduced |
| Global Wealth Strategies & Associates | 133 | $264.6K | 0.05% | +128+2,560.0% | Added |
| Summa Corp. | 133 | $264.6K | 0.08% | +133 | New |
| Momentous Wealth Management, Inc. | 133 | $264.6K | 0.14% | +133 | New |
| UMA Financial Services, Inc. | 132 | $262.7K | 0.03% | −3−2.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 132 | $262.6K | 0.13% | +132 | New |
| XY Planning Network, Inc. | 132 | $262.6K | 0.03% | +132 | New |
| International Private Wealth Advisors LLC | 132 | $262.6K | 0.14% | +132 | New |
| Elevatus Welath Management | 131 | $260.6K | 0.06% | +131 | New |
| Warren Street Wealth Advisors, LLC | 130 | $259.4K | 0.06% | +130 | New |
