| CNB Bank | 458 | $135.9K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 462 | $137.0K | 0.07% | −11−2.3% | Reduced |
| First PREMIER Bank | 466 | $138.0K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $139.5K | 0.06% | 00.0% | Unchanged |
| New Millennium Group LLC | 490 | $145.4K | 0.08% | +1+0.2% | Added |
| IMG Wealth Management, Inc. | 490 | $145.4K | 0.13% | +490 | New |
| Cape Investment Advisory, Inc. | 498 | $147.9K | 0.06% | −44−8.1% | Reduced |
| Creative Capital Management Investments LLC | 500 | $148.4K | 0.06% | −1−0.2% | Reduced |
| Logan Capital Management Inc | 505 | $149.9K | 0.01% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 509 | $151.1K | 0.07% | −71−12.2% | Reduced |
| AdvisorNet Financial, Inc | 515 | $152.7K | 0.01% | −164−24.2% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $158.2K | 0.06% | +533 | New |
| Wintrust Investments LLC | 535 | $159.0K | 0.14% | −385−41.8% | Reduced |
| West Paces Advisors Inc. | 545 | $161.8K | 0.04% | +5+0.9% | Added |
| Sound Income Strategies, LLC | 546 | $162.1K | 0.01% | −618−53.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $163.2K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 560 | $166.2K | 0.02% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 565 | $167.7K | 0.11% | 00.0% | Unchanged |
| First Pacific Financial | 569 | $169.0K | 0.04% | +1+0.2% | Added |
| Addison Advisors LLC | 570 | $169.2K | 0.05% | −52−8.4% | Reduced |
| Centricity Wealth Management, LLC | 581 | $172.4K | 0.16% | +581 | New |
| MRP Capital Investments, LLC | 584 | $173.3K | 0.16% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 593 | $176.0K | 0.07% | +8+1.4% | Added |
| Tidemark, LLC | 597 | $177.1K | 0.07% | +74+14.1% | Added |
| First Community Trust NA | 610 | $181.0K | 0.13% | −75−10.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 612 | $181.6K | 0.05% | +113+22.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 613 | $181.9K | 0.02% | +613 | New |
| Trifecta Capital Advisors, LLC | 616 | $182.8K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 621 | $184.3K | 0.05% | −39−5.9% | Reduced |
| Bruce G. Allen Investments, LLC | 622 | $184.6K | 0.15% | −9−1.4% | Reduced |
| Stance Capital LLC | 625 | $185.5K | 0.11% | +625 | New |
| Financial Management Professionals, Inc. | 627 | $186.1K | 0.02% | −42−6.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 600 | $186.2K | 0.12% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $188.2K | 0.15% | 00.0% | Unchanged |
| Avalon Trust Co | 634 | $188.2K | 0.01% | +39+6.6% | Added |
| WealthCollab, LLC | 638 | $189.4K | 0.12% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 639 | $189.5K | 0.14% | +10+1.6% | Added |
| Legacy Bridge, LLC | 640 | $189.9K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 657 | $194.9K | 0.01% | +21+3.3% | Added |
| Westchester Capital Management, Inc. | 660 | $195.9K | 0.05% | +100+17.9% | Added |
| Iron Horse Wealth Management, LLC | 666 | $197.6K | 0.07% | −22−3.2% | Reduced |
| Fortitude Family Office, LLC | 668 | $198.3K | 0.07% | +75+12.6% | Added |
| Van Hulzen Asset Management, LLC | 670 | $198.8K | 0.01% | +670 | New |
| LRI Investments, LLC | 671 | $199.1K | 0.02% | 00.0% | Unchanged |
| Archetype Wealth Partners | 675 | $200.0K | 0.03% | +675 | New |
| Hoge Financial Services, LLC | 674 | $200.1K | 0.15% | +674 | New |
| Elmwood Wealth Management, Inc. | 675 | $200.3K | 0.08% | +675 | New |
| Talisman Wealth Advisors LLC | 676 | $200.5K | 0.21% | +676 | New |
| Prestige Wealth Management Group LLC | 682 | $202.4K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 683 | $202.7K | 0.01% | +683 | New |
| Wulff, Hansen & Co. | 686 | $203.6K | 0.19% | +686 | New |
| Gradient Capital Advisors, LLC | 686 | $203.7K | 0.07% | +686 | New |
| Vance Wealth, Inc. | 687 | $203.9K | 0.08% | +687 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $204.0K | 0.08% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 690 | $204.8K | 0.08% | +690 | New |
| Sebold Capital Management, Inc. | 692 | $205.3K | 0.14% | +692 | New |
| Innovative Advisory Group, LLC | 695 | $206.2K | 0.18% | +695 | New |
| Omnia Family Wealth, LLC | 695 | $206.3K | 0.09% | +695 | New |
| Pointe Capital Management LLC | 699 | $207.5K | 0.12% | +699 | New |
| Pine Harbor Wealth Management, LLC | 699 | $207.5K | 0.08% | +699 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 700 | $207.8K | 0.01% | +700 | New |
| Itau Unibanco Holding S.A. | 700 | $207.8K | 0.01% | +560+400.0% | Added |
| Horizon Kinetics Asset Management LLC | 700 | $207.8K | 0.00% | +700 | New |
| Nichols & Pratt Advisers LLP | 700 | $207.8K | 0.01% | +700 | New |
| Catherine Avery Investment Management LLC | 700 | $207.8K | 0.18% | +700 | New |
| Eisler Capital Management Ltd. | 698 | $208.2K | 0.01% | +698 | New |
| Family Office Research LLC | 703 | $208.7K | 0.09% | +703 | New |
| Canvas Wealth Advisors, LLC | 707 | $209.8K | 0.05% | +707 | New |
| BlueStem Wealth Partners, LLC | 709 | $210.3K | 0.03% | +709 | New |
| Holcombe Financial, Inc. | 712 | $211.3K | 0.17% | +712 | New |
| Westside Investment Management, Inc. | 712 | $211.3K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 715 | $212.2K | 0.15% | +715 | New |
| DecisionMap Wealth Management, LLC | 715 | $212.2K | 0.17% | +715 | New |
| Burns Matteson Capital Management, LLC | 717 | $212.8K | 0.12% | −83−10.4% | Reduced |
| Slocum, Gordon & Co LLP | 718 | $213.1K | 0.18% | 00.0% | Unchanged |
| Capital Planning LLC | 718 | $213.1K | 0.06% | +718 | New |
| Ascent Wealth Partners, LLC | 720 | $213.7K | 0.03% | +720 | New |
| Somerset Trust Co | 721 | $214.0K | 0.08% | −50−6.5% | Reduced |
| O'Brien Greene & Co. Inc | 721 | $214.0K | 0.07% | +721 | New |
| Horst & Graben Wealth Management LLC | 722 | $214.2K | 0.04% | +722 | New |
| Summit Place Financial Advisors, LLC | 722 | $214.3K | 0.12% | +722 | New |
| WestHill Financial Advisors, Inc. | 723 | $214.6K | 0.05% | +723 | New |
| PPS&V Asset Management Consultants, Inc. | 724 | $214.7K | 0.15% | +724 | New |
| FSM Wealth Advisors, LLC | 690 | $214.8K | 0.05% | +690 | New |
| Warren Street Wealth Advisors, LLC | 724 | $214.9K | 0.09% | +724 | New |
| Crescent Grove Advisors, LLC | 726 | $215.4K | 0.02% | −297−29.0% | Reduced |
| Bank of Jackson Hole Trust | 726 | $215.5K | 0.14% | +726 | New |
| Ethos Financial Group, LLC | 727 | $215.8K | 0.03% | +727 | New |
| Financial Network Wealth Management LLC | 731 | $216.0K | 0.08% | +731 | New |
| Kellett Schaffner Wealth Advisors LLC | 729 | $216.4K | 0.15% | +729 | New |
| Mendel Money Management | 731 | $217.0K | 0.10% | +731 | New |
| Single Point Partners, LLC | 732 | $217.0K | 0.05% | +732 | New |
| Davis R M Inc | 732 | $217.3K | 0.00% | −759−50.9% | Reduced |
| Medallion Wealth Advisors, LLC | 762 | $217.5K | 0.11% | +762 | New |
| Hofer & Associates. Inc | 733 | $217.5K | 0.15% | +733 | New |
| Capula Management Ltd | 733 | $217.5K | 0.00% | +733 | New |
| Root Financial Partners, LLC | 734 | $217.8K | 0.03% | +734 | New |
| Baker Tilly Wealth Management, LLC | 736 | $218.4K | 0.09% | −13−1.7% | Reduced |
| Financial Engines Advisors L.L.C. | 737 | $218.7K | 0.00% | +737 | New |
| Richard P Slaughter Associates Inc | 737 | $218.7K | 0.05% | +737 | New |
