| CM Wealth Advisors LLC | 500 | $228.3K | 0.12% | −15,677−96.9% | Reduced |
| Archvest Wealth Advisors, Inc. | 500 | $228.3K | 0.23% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 500 | $228.3K | 0.23% | +500 | New |
| Penserra Capital Management LLC | 504 | $229.0K | 0.01% | −164−24.6% | Reduced |
| Raffa Wealth Management, LLC | 502 | $229.2K | 0.09% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 502 | $229.2K | 0.25% | +502 | New |
| Madden Securities Corp | 502 | $229.3K | 0.12% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 503 | $229.6K | 0.02% | −11−2.1% | Reduced |
| Campbell Newman Asset Management Inc | 505 | $230.5K | 0.02% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 525 | $230.7K | 0.12% | +20+4.0% | Added |
| Seed Wealth Management, Inc. | 509 | $232.2K | 0.27% | +509 | New |
| Mirador Capital Partners LP | 511 | $233.2K | 0.06% | +17+3.4% | Added |
| Rodgers & Associates, LTD | 511 | $233.3K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 512 | $234.0K | 0.14% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 514 | $234.7K | 0.28% | 00.0% | Unchanged |
| Truvestments Capital LLC | 517 | $236.0K | 0.13% | −221−29.9% | Reduced |
| West Michigan Advisors, LLC | 519 | $236.8K | 0.17% | −5−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 520 | $237.4K | 0.04% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 521 | $237.6K | 0.06% | +44+9.2% | Added |
| DB Wealth Management Group, LLC | 521 | $237.8K | 0.15% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 521 | $237.8K | 0.03% | +27+5.5% | Added |
| Centennial Wealth Advisory LLC | 522 | $238.5K | 0.13% | +7+1.4% | Added |
| Diligent Investors, LLC | 523 | $238.6K | 0.08% | +55+11.8% | Added |
| Ascent Wealth Partners, LLC | 524 | $239.2K | 0.05% | −20−3.7% | Reduced |
| Clifford Group, LLC | 526 | $240.3K | 0.30% | +526 | New |
| Crown Wealth Group, LLC | 527 | $240.6K | 0.23% | +5+1.0% | Added |
| Jeppson Wealth Management, LLC | 528 | $241.0K | 0.10% | −11−2.0% | Reduced |
| Evolution Wealth Advisors, LLC | 529 | $241.5K | 0.06% | −113−17.6% | Reduced |
| Bell Bank | 530 | $241.9K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 531 | $242.2K | 0.03% | −36−6.3% | Reduced |
| Unconventional Investor, LLC | 532 | $242.9K | 0.25% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 532 | $243.0K | 0.04% | +46+9.5% | Added |
| Commonwealth Retirement Investments LLC | 534 | $243.8K | 0.15% | +534 | New |
| Garden State Investment Advisory Services LLC | 534 | $243.9K | 0.14% | +534 | New |
| Planned Solutions, Inc. | 535 | $244.2K | 0.18% | +15+2.9% | Added |
| Silver Oak Advisory Group, Inc. | 537 | $245.0K | 0.17% | +3+0.6% | Added |
| Insight Inv LLC | 537 | $245.1K | 0.25% | −4−0.7% | Reduced |
| Means Investment Co., Inc. | 538 | $245.8K | 0.05% | −4−0.7% | Reduced |
| Gradient Capital Advisors, LLC | 538 | $245.8K | 0.11% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 1,141 | $246.0K | 0.16% | 00.0% | Unchanged |
| Security National Bank of So Dak | 539 | $246.0K | 0.18% | +539 | New |
| Green Harvest Asset Management LLC | 539 | $246.1K | 0.01% | +539 | New |
| Rise Advisors, LLC | 540 | $246.4K | 0.20% | +101+23.0% | Added |
| Wealthquest Corp | 540 | $246.5K | 0.03% | +60+12.5% | Added |
| Forza Wealth Management, LLC | 542 | $247.4K | 0.16% | +542 | New |
| Tiedemann Advisors, LLC | 542 | $247.4K | 0.01% | +542 | New |
| Hamilton Wealth, LLC | 543 | $247.8K | 0.10% | +15+2.8% | Added |
| Stordahl Capital Management, Inc. | 543 | $247.9K | 0.08% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 543 | $247.9K | 0.22% | +98+22.0% | Added |
| First Affirmative Financial Network | 543 | $248.0K | 0.30% | +91+20.1% | Added |
| Waycross Investment Management Co | 545 | $248.9K | 0.25% | +545 | New |
| Martel Wealth Advisors Inc | 546 | $249.2K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 547 | $249.6K | 0.03% | −214−28.1% | Reduced |
| Charter Research & Investment Group, Inc. | 547 | $249.7K | 0.24% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 548 | $250.0K | 0.17% | +548 | New |
| AlphaQ Advisors LLC | 548 | $250.2K | 0.22% | +548 | New |
| Sustainable Insight Capital Management, LLC | 549 | $250.6K | 0.28% | −606−52.5% | Reduced |
| Chapin Davis, Inc. | 549 | $250.6K | 0.15% | +549 | New |
| American Asset Management Inc. | 550 | $251.1K | 0.29% | +550 | New |
| Bridgeworth, LLC | 550 | $251.1K | 0.04% | +69+14.3% | Added |
| Atlas Private Wealth Advisors | 551 | $251.4K | 0.13% | +1+0.2% | Added |
| ETF Store, Inc. | 503 | $251.5K | 0.19% | +1+0.2% | Added |
| Cohen & Steers, Inc. | 553 | $252.0K | 0.00% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 524 | $252.3K | 0.11% | +1+0.2% | Added |
| Samalin Investment Counsel, LLC | 553 | $252.5K | 0.16% | +1+0.2% | Added |
| Fragasso Group Inc. | 555 | $253.4K | 0.03% | −29−5.0% | Reduced |
| Secure Asset Management, LLC | 556 | $253.6K | 0.09% | +556 | New |
| Core Wealth Advisors, Inc. | 556 | $253.8K | 0.11% | +64+13.0% | Added |
| Commerzbank Aktiengesellschaft | 556 | $254.0K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 557 | $254.3K | 0.10% | +133+31.4% | Added |
| United Community Bank | 558 | $254.7K | 0.25% | −467−45.6% | Reduced |
| Pacific Sun Financial Corp | 558 | $254.7K | 0.18% | −55−9.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 558 | $254.9K | 0.13% | −61−9.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 559 | $255.2K | 0.18% | −50−8.2% | Reduced |
| Mason & Associates Inc | 559 | $255.2K | 0.08% | +1+0.2% | Added |
| Yarger Wealth Strategies, LLC | 562 | $256.5K | 0.32% | +1+0.2% | Added |
| Tillman Hartley LLC | 562 | $256.6K | 0.11% | +562 | New |
| Canal Capital Management, LLC | 563 | $257.0K | 0.06% | +44+8.5% | Added |
| Petrus Trust Company, LTA | 563 | $257.0K | 0.03% | +129+29.7% | Added |
| Coastwise Capital Group, LLC | 563 | $257.2K | 0.31% | +10+1.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 565 | $257.9K | 0.03% | +48+9.3% | Added |
| J.Safra Asset Management Corp | 567 | $258.0K | 0.05% | +300+112.4% | Added |
| Beaird Harris Wealth Management, LLC | 569 | $259.5K | 0.05% | +75+15.2% | Added |
| CenterStar Asset Management, LLC | – | $260.0K | 0.48% | – | – |
| Independent Family Office, LLC | 570 | $260.2K | 0.16% | +33+6.1% | Added |
| Hall Private Wealth Advisors | 570 | $260.2K | 0.15% | +570 | New |
| KFA Private Wealth Group, LLC | 570 | $260.4K | 0.13% | −11−1.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 571 | $260.9K | 0.09% | +6+1.1% | Added |
| Ellenbecker Investment Group | 571 | $261.0K | 0.08% | +571 | New |
| Three Bridge Wealth Advisors, LLC | 574 | $262.0K | 0.14% | −76−11.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 574 | $262.1K | 0.26% | +574 | New |
| Geller Advisors LLC | 576 | $262.9K | 0.04% | +70+13.8% | Added |
| Blossom Wealth Management | 578 | $264.0K | 1.27% | +2+0.3% | Added |
| Blue Zone Wealth Advisors, LLC | 581 | $265.2K | 0.14% | +17+3.0% | Added |
| Sather Financial Group Inc | 581 | $265.2K | 0.02% | +581 | New |
| Callahan Advisors, LLC | 582 | $265.8K | 0.04% | −4−0.7% | Reduced |
| Meritage Portfolio Management | 583 | $266.0K | 0.02% | −127−17.9% | Reduced |
| Asset Management Resources, LLC | 585 | $266.9K | 0.29% | +33+6.0% | Added |
| Peak Financial Management, Inc. | 586 | $267.5K | 0.11% | −30−4.9% | Reduced |
| Gilman Hill Asset Management, LLC | 586 | $267.7K | 0.05% | −99−14.5% | Reduced |
