| M&R Capital Management Inc | 500 | $183.2K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 500 | $183.2K | 0.08% | +500 | New |
| Northwest Bank & Trust Co | 557 | $186.4K | 0.17% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 513 | $188.0K | 0.01% | +13+2.6% | Added |
| Dakota Community Bank & Trust NA | 513 | $188.0K | 1.02% | −17−3.2% | Reduced |
| Capula Management Ltd | 527 | $193.1K | 0.01% | +102+24.0% | Added |
| First Personal Financial Services | 533 | $195.3K | 0.05% | 00.0% | Unchanged |
| Retirement Group, LLC | 544 | $199.3K | 0.07% | −18,467−97.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 548 | $200.8K | 0.09% | +248+82.7% | Added |
| Schrum Private Wealth Management LLC | 548 | $200.8K | 0.18% | +548 | New |
| Yarger Wealth Strategies, LLC | 550 | $201.4K | 0.14% | +550 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 550 | $201.5K | 0.02% | +550 | New |
| Gallacher Capital Management LLC | 550 | $201.7K | 0.10% | −131−19.2% | Reduced |
| Stephens Consulting, LLC | 551 | $201.8K | 0.06% | 00.0% | Unchanged |
| Element Wealth, LLC | 551 | $201.8K | 0.12% | +551 | New |
| Facet Wealth, Inc. | 591 | $202.1K | 0.01% | +591 | New |
| Foguth Wealth Management, LLC. | 552 | $202.3K | 0.11% | +552 | New |
| Pegasus Partners Ltd. | 554 | $203.0K | 0.02% | +554 | New |
| Oxinas Partners Wealth Management LLC | 554 | $203.1K | 0.13% | −207−27.2% | Reduced |
| Princeton Global Asset Management LLC | 555 | $203.4K | 0.05% | −3,681−86.9% | Reduced |
| Boomfish Wealth Group, LLC | 556 | $203.7K | 0.14% | −1,184−68.0% | Reduced |
| Linscomb & Williams, Inc. | 556 | $203.7K | 0.01% | +556 | New |
| WoodTrust Financial Corp | 556 | $204.0K | 0.03% | −444−44.4% | Reduced |
| Doheny Asset Management | 556 | $204.0K | 0.17% | +556 | New |
| Inspirion Wealth Advisors, LLC | 560 | $205.3K | 0.03% | +560 | New |
| Kolinsky Wealth Management, LLC | 561 | $205.6K | 0.16% | −232−29.3% | Reduced |
| Paul Damon & Associates, Inc. | 561 | $205.6K | 0.14% | +561 | New |
| Vestmark Advisory Solutions, Inc. | 563 | $206.3K | 0.01% | −288−33.8% | Reduced |
| Renaissance Investment Group LLC | 563 | $206.3K | 0.05% | +563 | New |
| Correct Capital Wealth Management | 563 | $206.3K | 0.05% | +563 | New |
| Amplius Wealth Advisors, LLC | 563 | $206.3K | 0.02% | +563 | New |
| Intelligence Driven Advisers, LLC | 564 | $206.5K | 0.03% | +564 | New |
| Peak Asset Management, LLC | 564 | $206.7K | 0.04% | +564 | New |
| Retirement Income Solutions, Inc | 566 | $207.4K | 0.05% | +566 | New |
| Sloy Dahl & Holst, LLC | 566 | $207.4K | 0.05% | +566 | New |
| Fort, L.P. | 567 | $207.8K | 0.52% | +567 | New |
| TSFG, LLC | 567 | $208.0K | 0.05% | +77+15.7% | Added |
| Meritage Portfolio Management | 568 | $208.0K | 0.01% | +568 | New |
| Financial Council Asset Management Inc | 570 | $208.9K | 0.12% | +570 | New |
| Gunn & Co Investment Management, Inc. | 570 | $209.0K | 0.16% | −827−59.2% | Reduced |
| Renasant Bank | 571 | $209.2K | 0.15% | +571 | New |
| Northcape Wealth Management, LLC | 572 | $209.6K | 0.08% | −160−21.9% | Reduced |
| Omnia Family Wealth, LLC | 572 | $209.6K | 0.10% | +572 | New |
| Zimmermann Investment Management & Planning LLC | 573 | $210.0K | 0.08% | +573 | New |
| Human Investing LLC | 574 | $210.3K | 0.04% | +574 | New |
| Aldebaran Financial Inc. | 575 | $210.7K | 0.31% | +575 | New |
| Prelude Capital Management, LLC | 575 | $210.7K | 0.01% | +575 | New |
| Fidelity D & D Bancorp Inc | 576 | $211.1K | 0.16% | +576 | New |
| Talisman Wealth Advisors LLC | 577 | $211.5K | 0.27% | +577 | New |
| Beaird Harris Wealth Management, LLC | 583 | $213.6K | 0.02% | +21+3.7% | Added |
| ForthRight Wealth Management, LLC | 584 | $214.0K | 0.08% | +584 | New |
| Prairie Sky Financial Group LLC | 585 | $214.4K | 0.13% | +585 | New |
| FSM Wealth Advisors, LLC | 585 | $214.4K | 0.08% | +585 | New |
| Piscataqua Savings Bank | 586 | $214.7K | 0.19% | −100−14.6% | Reduced |
| Nova R Wealth, Inc. | 588 | $215.4K | 0.11% | +588 | New |
| Godsey & Gibb Associates | 589 | $215.7K | 0.02% | −40−6.4% | Reduced |
| FirstPurpose Wealth LLC | 580 | $215.8K | 0.08% | +580 | New |
| Ambassador Advisors, LLC | 591 | $216.6K | 0.04% | +591 | New |
| Precision Wealth Strategies, LLC | 592 | $216.9K | 0.21% | +592 | New |
| Palisades Hudson Asset Management, L.P. | 595 | $218.0K | 0.10% | +595 | New |
| Hall Capital Management Co Inc | 595 | $218.0K | 0.11% | +595 | New |
| Phillips Wealth Planners LLC | 606 | $218.1K | 0.25% | +606 | New |
| Werba Rubin Papier Wealth Management | 597 | $218.7K | 0.06% | +597 | New |
| Altiora Financial Group, LLC | 598 | $219.1K | 0.06% | +598 | New |
| Two Sigma Advisers, LP | 600 | $219.9K | 0.00% | −220,300−99.7% | Reduced |
| Osher Van de Voorde Investment Management | 600 | $219.9K | 0.05% | +600 | New |
| Peak Financial Management, Inc. | 600 | $219.9K | 0.07% | +600 | New |
| Baugh & Associates, LLC | 600 | $219.9K | 0.12% | +600 | New |
| Main Street Group, LTD | 605 | $219.9K | 0.10% | +32+5.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 601 | $220.1K | 0.01% | −503−45.6% | Reduced |
| Spirepoint Private Client, LLC | 604 | $221.3K | 0.03% | +604 | New |
| KPP Advisory Services LLC | 604 | $221.3K | 0.06% | +604 | New |
| Hilltop Partners LLC | 605 | $221.7K | 0.08% | +605 | New |
| Unison Asset Management LLC | 606 | $222.1K | 0.12% | +606 | New |
| Towerpoint Wealth, LLC | 608 | $222.8K | 0.11% | +608 | New |
| Core Wealth Partners LLC | 609 | $223.2K | 0.17% | +609 | New |
| Winslow Capital Management, LLC | 610 | $223.5K | 0.00% | −394−39.2% | Reduced |
| One Capital Management, LLC | 610 | $223.5K | 0.01% | +610 | New |
| Capital Counsel LLC | 611 | $223.9K | 0.01% | +611 | New |
| Patron Partners Advisors, LLC | 612 | $224.3K | 0.14% | +612 | New |
| Sage Investment Advisers LLC | 613 | $224.5K | 0.26% | −596−49.3% | Reduced |
| Red Wave Investments LLC | 614 | $224.9K | 0.08% | +614 | New |
| Apella Capital, LLC | 605 | $224.9K | 0.01% | −100−14.2% | Reduced |
| Strategic Financial Services, Inc, | 615 | $225.4K | 0.01% | +615 | New |
| Bourne Lent Asset Management Inc | 618 | $226.5K | 0.09% | +618 | New |
| KWB Wealth | 620 | $227.0K | 0.03% | +620 | New |
| Burt Wealth Advisors | 624 | $228.7K | 0.06% | +624 | New |
| Buffington Mohr McNeal | 625 | $229.0K | 0.04% | +625 | New |
| Harmony Asset Management LLC | 625 | $229.0K | 0.09% | +625 | New |
| Gamco Investors, Inc. Et Al | 626 | $229.4K | 0.00% | −82−11.6% | Reduced |
| Semus Wealth Partners LLC | 627 | $229.9K | 0.19% | −63−9.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 630 | $230.0K | 0.01% | +630 | New |
| ORBA Wealth Advisors, L.L.C. | 628 | $230.1K | 0.13% | +628 | New |
| Crestmont Private Wealth LLC | 629 | $230.5K | 0.11% | +629 | New |
| Bush Investment Group, LLC | 630 | $230.9K | 0.20% | +630 | New |
| Altfest L J & Co Inc | 630 | $231.0K | 0.03% | +630 | New |
| ORG Partners LLC | 634 | $231.1K | 0.44% | −3,854−85.9% | Reduced |
| McAdam, LLC | 633 | $232.1K | 0.01% | +633 | New |
| Bright Financial Advisors, Inc. | 692 | $232.1K | 0.18% | +692 | New |
| GEM Asset Management, LLC | 648 | $232.1K | 0.16% | +648 | New |
