| Integris Wealth Management, LLC | 591 | $204.5K | 0.05% | −124−17.3% | Reduced |
| HBE Wealth Management, LLC | 592 | $204.9K | 0.19% | +592 | New |
| Smithbridge Asset Management Inc | 592 | $204.9K | 0.02% | +592 | New |
| Hopwood Financial Services, Inc. | 593 | $205.2K | 0.14% | +195+49.0% | Added |
| Tilson Financial Group, Inc. | 594 | $205.6K | 0.06% | +594 | New |
| Rodgers & Associates, LTD | 596 | $206.3K | 0.02% | +596 | New |
| Mountain Capital Investment Advisors, Inc | 645 | $206.5K | 0.03% | +645 | New |
| Red Tortoise LLC | 597 | $206.8K | 0.09% | −39−6.1% | Reduced |
| West Tower Group, LLC | 600 | $207.7K | 0.48% | −200−25.0% | Reduced |
| Fishman Jay A Ltd | 600 | $207.7K | 0.02% | −60−9.1% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 600 | $207.7K | 0.09% | −21−3.4% | Reduced |
| S&T Bank | 600 | $207.7K | 0.07% | +118+24.5% | Added |
| Hunting Hill Global Capital, LLC | 600 | $207.7K | 0.21% | +600 | New |
| Robinson Smith Wealth Advisors LLC | 600 | $207.7K | 0.14% | +600 | New |
| Signature Wealth Management Group | 601 | $207.9K | 0.08% | +601 | New |
| ETF Store, Inc. | 603 | $208.6K | 0.21% | +603 | New |
| Curran Financial Partners, LLC | 604 | $209.2K | 0.04% | −4,038−87.0% | Reduced |
| Kennon-Green & Company, LLC | 605 | $209.4K | 0.17% | −100−14.2% | Reduced |
| Brio Consultants, LLC | 606 | $209.7K | 0.03% | +606 | New |
| Bollard Group LLC | 607 | $210.0K | 0.01% | +607 | New |
| GQG Partners LLC | 608 | $210.6K | 0.00% | −332−35.3% | Reduced |
| Northwest Financial Advisors | 609 | $210.8K | 0.43% | +1+0.2% | Added |
| Meramec Financial Planners, LLC | 634 | $211.1K | 0.08% | +634 | New |
| JGP Global Gestao de Recursos Ltda. | 610 | $211.1K | 0.12% | +610 | New |
| Paul R. Ried Financial Group, LLC | 610 | $211.1K | 0.10% | +610 | New |
| Aberdeen Wealth Management LLC | 612 | $211.8K | 0.10% | +612 | New |
| Markin Asset Management, LP | 612 | $211.8K | 0.23% | +612 | New |
| Aurelius Family Office LLC | 620 | $212.9K | 0.09% | 00.0% | Unchanged |
| Global View Capital Management LLC | 617 | $213.5K | 0.04% | −143−18.8% | Reduced |
| Iron Financial, LLC | 619 | $214.2K | 0.10% | 00.0% | Unchanged |
| Premier Private Wealth Management LLC | 647 | $214.2K | 0.22% | +647 | New |
| Vertex Planning Partners, LLC | 621 | $214.9K | 0.05% | −1,403−69.3% | Reduced |
| Scratch Capital LLC | 621 | $214.9K | 0.14% | +621 | New |
| Juno Financial Group LLC | 622 | $215.1K | 0.09% | +622 | New |
| Prevail Innovative Wealth Advisors, LLC | 629 | $217.6K | 0.04% | +629 | New |
| North Point Portfolio Managers Corp | 630 | $218.0K | 0.04% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 659 | $218.1K | 0.06% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 631 | $218.4K | 0.02% | −21−3.2% | Reduced |
| Forty-three Eighteen Advisors, LLC | 631 | $218.4K | 0.17% | +631 | New |
| Centiva Capital, LP | 632 | $218.7K | 0.01% | +632 | New |
| Pacific Capital Wealth Advisors, Inc | 635 | $219.8K | 0.04% | −200−24.0% | Reduced |
| Kapstone Financial Advisors LLC | 635 | $219.8K | 0.11% | +635 | New |
| Campbell Deegan Wealth Management, LLC | 635 | $219.8K | 0.18% | +635 | New |
| Buska Wealth Management, LLC | 636 | $220.0K | 0.08% | −25−3.8% | Reduced |
| Liberty Capital Management, Inc. | 638 | $220.8K | 0.04% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 639 | $221.0K | 0.01% | +639 | New |
| Financial Network Wealth Advisors LLC | 639 | $221.2K | 0.23% | +6+0.9% | Added |
| Heirloom Wealth Management | 640 | $221.5K | 0.05% | +640 | New |
| Novak & Powell Financial Services, Inc. | 641 | $221.8K | 0.12% | +3+0.5% | Added |
| Raffa Wealth Management, LLC | 644 | $222.9K | 0.03% | +4+0.6% | Added |
| Dala Group, LLC | 645 | $223.1K | 0.19% | +645 | New |
| Widmann Financial Services, Inc. | 645 | $223.2K | 0.14% | +645 | New |
| Entrewealth, LLC | 671 | $223.4K | 0.10% | +671 | New |
| Retirement Solution Inc. | 645 | $223.4K | 0.05% | +645 | New |
| Investment Advisory Group, LLC | 646 | $223.6K | 0.06% | +646 | New |
| Kilter Group LLC | 647 | $223.9K | 0.10% | +33+5.4% | Added |
| Cypress Financial Planning LLC | 640 | $223.9K | 0.06% | −94−12.8% | Reduced |
| 10Elms LLP | 650 | $225.0K | 0.21% | 00.0% | Unchanged |
| Capital Asset Managemnet, LLC | 650 | $225.0K | 0.25% | +650 | New |
| GEN Financial Management, INC. | 650 | $225.0K | 0.14% | +650 | New |
| Security National Bank of Sioux City Iowa | 652 | $225.7K | 0.14% | +12+1.9% | Added |
| SB Capital Management Inc | 652 | $225.7K | 0.08% | +652 | New |
| Leading Edge Financial Planning LLC | 652 | $225.7K | 0.05% | +26+4.2% | Added |
| Praetorian Wealth Management, Inc. | 653 | $226.0K | 0.04% | +653 | New |
| Traphagen Investment Advisors LLC | 653 | $226.1K | 0.02% | +653 | New |
| FSB Premier Wealth Management, Inc. | 654 | $226.5K | 0.07% | 00.0% | Unchanged |
| KWMG, LLC | 655 | $226.7K | 0.02% | −144−18.0% | Reduced |
| Mullooly Asset Management, Inc. | 655 | $226.7K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 655 | $226.7K | 0.13% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 657 | $227.4K | 0.05% | −25−3.7% | Reduced |
| Keener Financial Planning LLC | 661 | $228.0K | 0.10% | +431+187.4% | Added |
| Jessup Wealth Management, Inc | 661 | $228.9K | 0.08% | −220−25.0% | Reduced |
| Martin Capital Partners, LLC | 662 | $229.0K | 0.09% | −70−9.6% | Reduced |
| Capstone Capital Management Ltd | 662 | $229.1K | 0.22% | +662 | New |
| Alpha Advisors, LLC | 663 | $229.5K | 0.18% | −1−0.2% | Reduced |
| Pearl Planning LLC | 663 | $229.5K | 0.14% | +663 | New |
| Quattro Advisors LLC | 664 | $229.9K | 0.18% | +664 | New |
| One Wealth Advisors, LLC | 669 | $231.5K | 0.03% | −161−19.4% | Reduced |
| Avant Financial Advisors LLC | 670 | $231.9K | 0.17% | 00.0% | Unchanged |
| Sincerus Advisory, LLC | 670 | $232.0K | 0.19% | −2−0.3% | Reduced |
| Downshift Financial, LLC | 752 | $232.4K | 0.14% | +752 | New |
| AAFCPAs Wealth Management, LLC | 672 | $232.6K | 0.10% | +8+1.2% | Added |
| Centennial Advisors, LLC | 674 | $233.2K | 0.30% | +674 | New |
| HT Partners LLC | 674 | $233.3K | 0.07% | −14−2.0% | Reduced |
| Stanich Group LLC | 674 | $233.3K | 0.18% | +1+0.1% | Added |
| Clear Investment Research, LLC | 677 | $234.3K | 0.39% | −9−1.3% | Reduced |
| Stage Harbor Financial, LLC | 677 | $234.3K | 0.16% | +18+2.7% | Added |
| Awm Capital, LLC | 678 | $234.8K | 0.02% | +3+0.4% | Added |
| RS Crum Inc. | 679 | $234.9K | 0.05% | −24−3.4% | Reduced |
| Walker Financial Services, Inc. | 678 | $234.9K | 0.09% | +678 | New |
| Pure Portfolios Holdings LLC | 679 | $235.2K | 0.07% | −34−4.8% | Reduced |
| Ceera Investments, LLC | 680 | $235.3K | 0.09% | −75−9.9% | Reduced |
| Cladis Investment Advisory, LLC | 680 | $235.3K | 0.13% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 680 | $235.3K | 0.12% | 00.0% | Unchanged |
| Roxbury Financial LLC | 681 | $235.8K | 0.21% | +1+0.1% | Added |
| Base Wealth Management LLC | 681 | $235.8K | 0.13% | −8−1.2% | Reduced |
| Essential Planning, LLC. | 682 | $236.0K | 0.08% | 00.0% | Unchanged |
| LongView Asset Management LLC | 682 | $236.0K | 0.16% | −17−2.4% | Reduced |
| Graetz Wealth LLC | 683 | $236.5K | 0.22% | +683 | New |
| Jordan Park Trust Co LLC | 686 | $237.4K | 0.16% | −95−12.2% | Reduced |
