| Holloway Wealth Management, LLC | – | $162.0K | 0.05% | – | – |
| Institutional & Family Asset Management, LLC | 636 | $162.0K | 0.03% | +5+0.8% | Added |
| Signet Financial Management, LLC | 657 | $167.0K | 0.03% | +657 | New |
| City State Bank | 667 | $170.0K | 0.10% | +667 | New |
| Sterling Investment Advisors, Ltd. | 674 | $171.0K | 0.05% | −121−15.2% | Reduced |
| Zullo Investment Group, Inc. | 678 | $172.0K | 0.09% | +678 | New |
| Stephens Investment Management Group LLC | 680 | $173.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 690 | $175.0K | 0.01% | +220+46.8% | Added |
| KB Financial Partners, LLC | 692 | $176.0K | 0.05% | −138−16.6% | Reduced |
| Farmers & Merchants Investments Inc | 702 | $178.0K | 0.01% | +37+5.6% | Added |
| Magnolia Capital Management Ltd | 700 | $178.0K | 0.14% | +700 | New |
| Aquatic Capital Management LLC | 700 | $178.0K | 0.34% | +700 | New |
| Union Investments & Development Ltd. | 700 | $178.0K | 0.06% | +700 | New |
| Standard Family Office LLC | 716 | $182.0K | 1.61% | +716 | New |
| Baystate Wealth Management LLC | 723 | $184.0K | 0.02% | +78+12.1% | Added |
| Howe & Rusling Inc | 741 | $188.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 738 | $188.0K | 0.06% | +48+7.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 752 | $191.0K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 759 | $193.0K | 0.03% | +354+87.4% | Added |
| Sandy Cove Advisors, LLC | 761 | $193.0K | 0.16% | +761 | New |
| TFC Financial Management | 765 | $194.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 762 | $194.0K | 0.04% | +35+4.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 768 | $195.0K | 0.00% | +768 | New |
| Neo Ivy Capital Management | 768 | $195.0K | 0.28% | +768 | New |
| Trustcore Financial Services, LLC | 778 | $198.0K | 0.02% | −28−3.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 789 | $201.0K | 0.02% | −200−20.2% | Reduced |
| Keebeck Wealth Management, LLC | 790 | $201.0K | 0.04% | −100−11.2% | Reduced |
| First Command Financial Services, Inc. | 796 | $202.0K | 0.03% | +245+44.5% | Added |
| Waypoint Capital Advisors, LLC | 794 | $202.0K | 0.14% | +794 | New |
| United Capital Management of KS, Inc. | 797 | $203.0K | 0.08% | −38−4.6% | Reduced |
| Trellis Advisors, LLC | 797 | $203.0K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 800 | $203.0K | 0.08% | +800 | New |
| Arcus Capital Partners, LLC | 797 | $203.0K | 0.07% | +797 | New |
| Farmers National Bank | 801 | $203.6K | 0.07% | −117−12.7% | Reduced |
| ARGI Investment Services, LLC | 804 | $204.0K | 0.01% | −74−8.4% | Reduced |
| First National Bank of Omaha | 803 | $204.0K | 0.01% | −50−5.9% | Reduced |
| Welch Group, LLC | 803 | $204.0K | 0.01% | −45−5.3% | Reduced |
| Axiom Investment Management LLC | 806 | $204.0K | 0.20% | +6+0.8% | Added |
| Crescent Grove Advisors, LLC | 804 | $204.0K | 0.02% | +804 | New |
| Seldon Capital LP | 803 | $204.0K | 0.13% | +803 | New |
| Kore Private Wealth LLC | 808 | $205.0K | 0.02% | −2,363−74.5% | Reduced |
| Private Capital Management LLC | 805 | $205.0K | 0.07% | −88−9.9% | Reduced |
| Woodward Diversified Capital, LLC | 811 | $206.0K | 0.12% | +14+1.8% | Added |
| RGT Wealth Advisors, LLC | 809 | $206.0K | 0.03% | +47+6.2% | Added |
| Abacus Planning Group, Inc. | 813 | $207.0K | 0.06% | −96−10.6% | Reduced |
| Sage Private Wealth Group, LLC | 816 | $207.0K | 0.26% | +11+1.4% | Added |
| South Shore Capital Advisors | 815 | $207.0K | 0.34% | +815 | New |
| NEIRG Wealth Management, LLC | 816 | $207.0K | 0.04% | +816 | New |
| Burns Matteson Capital Management, LLC | 817 | $207.6K | 0.14% | +16+2.0% | Added |
| Focused Wealth Management, Inc | 820 | $208.0K | 0.03% | −40−4.7% | Reduced |
| Parisi Gray Wealth Management | 818 | $208.0K | 0.08% | +818 | New |
| GFS Advisors, LLC | 827 | $210.0K | 0.03% | −310−27.3% | Reduced |
| Tower Wealth Partners, Inc. | 825 | $210.0K | 0.21% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 827 | $210.0K | 0.00% | +24+3.0% | Added |
| Sheets Smith Wealth Management | 826 | $210.0K | 0.03% | +826 | New |
| Indie Asset Partners, LLC | 835 | $212.0K | 0.15% | −3−0.4% | Reduced |
| Archvest Wealth Advisors, Inc. | 835 | $212.0K | 0.18% | +835 | New |
| North Star Investment Management Corp. | 839 | $213.0K | 0.01% | −680−44.8% | Reduced |
| Liberty Wealth Management LLC | 848 | $215.0K | 0.08% | −498−37.0% | Reduced |
| Triton Wealth Management, PLLC | 1,008 | $215.0K | 0.11% | +27+2.8% | Added |
| Carolinas Wealth Consulting LLC | 845 | $215.0K | 0.05% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 846 | $215.0K | 0.23% | +846 | New |
| Lowe Brockenbrough & Co Inc | 849 | $216.0K | 0.02% | −64−7.0% | Reduced |
| Apeiron RIA LLC | 849 | $216.0K | 0.09% | +849 | New |
| Outlook Wealth Advisors, LLC | 853 | $217.0K | 0.06% | −8−0.9% | Reduced |
| Versant Capital Management, Inc | 852 | $217.0K | 0.07% | +225+35.9% | Added |
| LGL Partners, LLC | 854 | $217.0K | 0.03% | +854 | New |
| Cladis Investment Advisory, LLC | 857 | $217.8K | 0.17% | +857 | New |
| Thompson Siegel & Walmsley LLC | 858 | $218.0K | 0.00% | 00.0% | Unchanged |
| Private Advisory Group LLC | 859 | $218.0K | 0.04% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 858 | $218.0K | 0.07% | +120+16.3% | Added |
| SNS Financial Group, LLC | 864 | $220.0K | 0.03% | −100−10.4% | Reduced |
| Continuum Advisory, LLC | 867 | $220.0K | 0.05% | +867 | New |
| SignalPoint Asset Management, LLC | 871 | $221.0K | 0.07% | −15−1.7% | Reduced |
| Sigma Investment Counselors Inc | 868 | $221.0K | 0.02% | +61+7.6% | Added |
| Caerus Investment Advisors, LLC | 870 | $221.0K | 0.25% | +870 | New |
| Amplius Wealth Advisors, LLC | 870 | $221.0K | 0.03% | +870 | New |
| Tower Bridge Advisors | 872 | $221.6K | 0.01% | −61−6.5% | Reduced |
| Cassia Capital Partners, LLC | 873 | $222.0K | 0.15% | −7,334−89.4% | Reduced |
| ICW Investment Advisors LLC | 873 | $222.0K | 0.12% | +3+0.3% | Added |
| Claret Asset Management Corp | 873 | $222.0K | 0.04% | +100+12.9% | Added |
| Fermata Advisors, LLC | 878 | $223.0K | 0.08% | +43+5.1% | Added |
| Patten & Patten Inc | 883 | $224.0K | 0.02% | +883 | New |
| S.C. Financial Services, Inc. | 979 | $224.0K | 0.26% | +979 | New |
| Ratio Wealth Group | 889 | $225.9K | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 885 | $226.0K | 0.07% | −255−22.4% | Reduced |
| Enterprise Financial Services Corp | 894 | $227.0K | 0.03% | −317−26.2% | Reduced |
| Accredited Investors Inc. | 893 | $227.0K | 0.02% | +8+0.9% | Added |
| Deseret Mutual Benefit Administrators | 898 | $228.0K | 0.04% | +77+9.4% | Added |
| Freemont Management S.A. | 898 | $228.0K | 0.06% | +435+94.0% | Added |
| Manteio Capital LLC | 896 | $228.0K | 0.29% | +896 | New |
| Corrigan Financial, Inc. | 900 | $228.7K | 0.07% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 900 | $229.0K | 0.13% | −7,819−89.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 902 | $229.0K | 0.10% | −12−1.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 901 | $229.0K | 0.06% | +138+18.1% | Added |
| Palisade Capital Management LLC | 900 | $229.0K | 0.00% | +900 | New |
| MainStreet Investment Advisors LLC | 904 | $230.0K | 0.02% | −122−11.9% | Reduced |
| Vivid Financial Management, Inc. | 906 | $230.0K | 0.09% | −63−6.5% | Reduced |
| CRA Financial Services, LLC | 907 | $230.0K | 0.07% | 00.0% | Unchanged |
| Unionview, LLC | 905 | $230.0K | 0.22% | +905 | New |
