| Riverview Trust Co | 494 | $193.2K | 0.17% | +9+1.9% | Added |
| Slocum, Gordon & Co LLP | 500 | $195.6K | 0.08% | −2,000−80.0% | Reduced |
| M&R Capital Management Inc | 500 | $195.6K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 500 | $195.6K | 0.08% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 501 | $196.0K | 0.03% | −28−5.3% | Reduced |
| Chilton Investment Co LLC | 513 | $200.6K | 0.01% | +513 | New |
| Mason & Associates Inc | 513 | $200.6K | 0.05% | +513 | New |
| Strengthening Families & Communities, LLC | 514 | $200.9K | 0.05% | −6−1.2% | Reduced |
| Acorn Creek Capital LLC | 515 | $201.3K | 0.11% | +515 | New |
| Towerpoint Wealth, LLC | 517 | $202.2K | 0.10% | −141−21.4% | Reduced |
| Wall Street Financial Group, Inc. | 517 | $202.2K | 0.21% | +517 | New |
| Financial Security Advisor, Inc. | 518 | $202.6K | 0.05% | +518 | New |
| M3 Advisory Group, LLC | 518 | $202.7K | 0.15% | +518 | New |
| Security National Bank of So Dak | 520 | $203.4K | 0.11% | +520 | New |
| Johnson Bixby & Associates, LLC | 521 | $203.8K | 0.03% | +521 | New |
| First Affirmative Financial Network | 522 | $204.0K | 0.11% | +522 | New |
| State of Wyoming | 523 | $204.6K | 0.03% | −193−27.0% | Reduced |
| Penobscot Wealth Management | 524 | $205.0K | 0.11% | +524 | New |
| MN Wealth Advisors, LLC | 524 | $205.2K | 0.12% | +524 | New |
| Legacy Trust | 525 | $205.3K | 0.05% | +525 | New |
| Clayton Financial Group LLC | 525 | $205.3K | 0.08% | +525 | New |
| MBE Wealth Management, LLC | 526 | $205.9K | 0.11% | +526 | New |
| Fonville Wealth Management LLC | 527 | $205.9K | 0.07% | +527 | New |
| Lincoln Capital Corp | 527 | $206.1K | 0.08% | +527 | New |
| Alta Wealth Advisors LLC | 527 | $206.1K | 0.09% | +527 | New |
| Vicus Capital | 527 | $206.3K | 0.02% | −942−64.1% | Reduced |
| KWB Wealth | 620 | $206.4K | 0.03% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 528 | $206.5K | 0.09% | +528 | New |
| Great Diamond Partners, LLC | 529 | $206.9K | 0.05% | +529 | New |
| Beaird Harris Wealth Management, LLC | 529 | $206.9K | 0.02% | −54−9.3% | Reduced |
| TSFG, LLC | 529 | $207.0K | 0.05% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 530 | $207.3K | 0.04% | +530 | New |
| Main Street Group, LTD | 533 | $208.4K | 0.08% | −13−2.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 500 | $208.4K | 0.13% | +500 | New |
| Alternative Investment Advisors, LLC. | 535 | $209.2K | 0.11% | +535 | New |
| Brand Asset Management Group, Inc. | 536 | $209.6K | 0.08% | +536 | New |
| Halter Ferguson Financial Inc. | 537 | $210.0K | 0.12% | +537 | New |
| Element Wealth, LLC | 537 | $210.1K | 0.11% | +537 | New |
| Gamco Investors, Inc. Et Al | 540 | $211.2K | 0.00% | +540 | New |
| Consilio Wealth Advisors, LLC | 542 | $212.0K | 0.09% | +542 | New |
| Weaver Consulting Group | 543 | $212.4K | 0.07% | +543 | New |
| Fielder Capital Group LLC | 544 | $212.6K | 0.07% | +544 | New |
| Burt Wealth Advisors | 544 | $212.9K | 0.05% | +544 | New |
| Gibson Wealth Advisors LLC | 545 | $213.2K | 0.17% | +545 | New |
| Paul Damon & Associates, Inc. | 546 | $213.6K | 0.14% | +546 | New |
| Hibernia Wealth Partners, LLC | 549 | $214.5K | 0.07% | +549 | New |
| Sagace Wealth Management LLC | 545 | $214.7K | 0.17% | +545 | New |
| Successful Portfolios LLC | 549 | $214.7K | 0.15% | +549 | New |
| Safeguard Financial, LLC | 549 | $214.7K | 0.05% | +549 | New |
| Scott & Selber, Inc. | 550 | $215.0K | 0.07% | +550 | New |
| Polymer Capital Management (HK) LTD | 550 | $215.1K | 0.05% | −400−42.1% | Reduced |
| First National Bank of Omaha | 550 | $215.1K | 0.01% | +550 | New |
| Joseph P. Lucia & Associates, LLC | 550 | $215.2K | 0.10% | −100−15.4% | Reduced |
| Stephens Consulting, LLC | 551 | $215.4K | 0.06% | 00.0% | Unchanged |
| Unique Wealth, LLC | 551 | $215.5K | 0.05% | +551 | New |
| Garrison Asset Management, LLC | 551 | $215.5K | 0.11% | +551 | New |
| Jacobsen Capital Management | 551 | $215.5K | 0.09% | +551 | New |
| Second Line Capital, LLC | 551 | $215.5K | 0.06% | +551 | New |
| Borer Denton & Associates, Inc. | 553 | $216.3K | 0.07% | +553 | New |
| Quaker Wealth Management, LLC | 553 | $216.3K | 0.08% | +553 | New |
| Sage Rhino Capital LLC | 554 | $216.7K | 0.05% | +554 | New |
| Oxinas Partners Wealth Management LLC | 555 | $216.9K | 0.13% | +555 | New |
| Princeton Global Asset Management LLC | 555 | $217.1K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 557 | $217.8K | 0.17% | 00.0% | Unchanged |
| OMC Financial Services LTD | 655 | $218.0K | 0.10% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 559 | $218.6K | 0.02% | −42−7.0% | Reduced |
| Client 1st Advisory Group, LLC | 559 | $218.6K | 0.09% | +559 | New |
| WPWealth LLP | 560 | $219.0K | 0.05% | +560 | New |
| Ashton Thomas Securities, LLC | 562 | $219.8K | 0.04% | +562 | New |
| Banque Pictet & Cie SA | 562 | $219.8K | 0.00% | +562 | New |
| Renaissance Investment Group LLC | 563 | $220.2K | 0.05% | +563 | New |
| Correct Capital Wealth Management | 563 | $220.2K | 0.05% | +563 | New |
| ERn Financial, LLC | 563 | $220.3K | 0.03% | +563 | New |
| Yarger Wealth Strategies, LLC | 564 | $220.4K | 0.12% | +564 | New |
| Peak Asset Management, LLC | 564 | $220.6K | 0.04% | +564 | New |
| EPG Wealth Management LLC | 564 | $220.7K | 0.06% | +564 | Added |
| WoodTrust Financial Corp | 565 | $221.0K | 0.03% | +565 | New |
| Sloy Dahl & Holst, LLC | 566 | $221.4K | 0.04% | +566 | New |
| Retirement Income Solutions, Inc | 566 | $221.4K | 0.05% | +566 | New |
| Ariadne Wealth Management, LP | 542 | $221.9K | 0.12% | +542 | New |
| PrairieView Partners, LLC | 568 | $222.0K | 0.02% | +75+15.2% | Added |
| Renasant Bank | 568 | $222.2K | 0.15% | +568 | New |
| Green Harvest Asset Management LLC | 568 | $222.2K | 0.00% | +568 | New |
| Gunn & Co Investment Management, Inc. | 570 | $222.9K | 0.15% | −897−61.1% | Reduced |
| Boomfish Wealth Group, LLC | 572 | $223.7K | 0.14% | +572 | New |
| Zimmermann Investment Management & Planning LLC | 573 | $224.1K | 0.07% | +573 | New |
| TCP Asset Management, LLC | 575 | $224.9K | 0.05% | +575 | New |
| Orion Investment Co | 575 | $224.9K | 0.09% | +575 | New |
| Abel Hall, LLC | 575 | $224.9K | 0.15% | +575 | New |
| Fidelity D & D Bancorp Inc | 576 | $225.3K | 0.15% | +576 | New |
| Encompass More Asset Management | 576 | $225.4K | 0.09% | +576 | New |
| Cherrydale Wealth Management, LLC | 579 | $226.3K | 0.09% | +579 | New |
| Human Investing LLC | 579 | $226.5K | 0.04% | +579 | New |
| Hollow Brook Wealth Management LLC | 582 | $227.6K | 0.07% | +582 | New |
| Nova R Wealth, Inc. | 582 | $227.7K | 0.11% | +582 | New |
| Quest Partners LLC | 584 | $228.4K | 0.02% | −1,604−73.3% | Reduced |
| ForthRight Wealth Management, LLC | 584 | $228.4K | 0.08% | +584 | New |
| Prairie Sky Financial Group LLC | 585 | $228.8K | 0.13% | +585 | New |
| Piscataqua Savings Bank | 586 | $229.2K | 0.19% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 587 | $229.7K | 0.05% | +587 | New |
