| Fourth Dimension Wealth, LLC | 624 | $165.3K | 0.06% | +100+19.1% | Added |
| City Holding Co | 625 | $165.6K | 0.02% | −176−22.0% | Reduced |
| Highline Wealth Partners LLC | 631 | $167.2K | 0.05% | −26−4.0% | Reduced |
| Operose Advisors LLC | 635 | $168.2K | 0.04% | +539+561.5% | Added |
| Deseret Mutual Benefit Administrators | 664 | $175.9K | 0.08% | +87+15.1% | Added |
| Blume Capital Management, Inc. | 677 | $179.3K | 0.03% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 682 | $180.7K | 0.23% | −76−10.0% | Reduced |
| Prosperity Bancshares Inc | 684 | $181.2K | 0.16% | +684 | New |
| Dakota Community Bank & Trust NA | 691 | $183.1K | 0.63% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 692 | $183.1K | 0.02% | +692 | New |
| First Command Advisory Services, Inc. | 705 | $186.8K | 0.00% | +31+4.6% | Added |
| ORG Partners LLC | 712 | $188.6K | 0.03% | +196+38.0% | Added |
| Front Row Advisors LLC | 720 | $191.0K | 0.06% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 745 | $197.4K | 0.29% | +48+6.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 752 | $199.2K | 0.07% | +752 | New |
| Covestor Ltd | 756 | $200.0K | 0.10% | +109+16.8% | Added |
| Wealth Management Associates, Inc. | 757 | $200.5K | 0.07% | +757 | New |
| Verum Partners LLC | 757 | $200.5K | 0.04% | +757 | New |
| Evernest Financial Advisors, LLC | 1,035 | $200.7K | 0.04% | −316−23.4% | Reduced |
| Tufton Capital Management | 760 | $201.0K | 0.04% | +760 | New |
| Strategic Advocates LLC | 758 | $201.4K | 0.05% | +1+0.1% | Added |
| Oakworth Capital, Inc. | 761 | $201.6K | 0.01% | +139+22.3% | Added |
| Pingora Partners LLC | 761 | $201.6K | 0.12% | −4−0.5% | Reduced |
| Falcon Wealth Planning | 761 | $201.6K | 0.02% | +761 | New |
| Vestor Capital, LLC | 600 | $202.0K | 0.01% | −1,698−73.9% | Reduced |
| Private Management Group Inc | 764 | $202.4K | 0.01% | +764 | New |
| Wynn Capital, LLC | 764 | $202.4K | 0.10% | +764 | New |
| Biltmore Family Office, LLC | 763 | $202.4K | 0.03% | +763 | New |
| Mitchell Sinkler & Starr | 765 | $202.7K | 0.09% | +765 | New |
| Vista Capital Partners, Inc. | 765 | $202.7K | 0.02% | +765 | New |
| Cora Capital Advisors LLC | 765 | $202.7K | 0.08% | +765 | New |
| Blossom Wealth Management | 767 | $203.2K | 0.34% | +767 | New |
| Talisman Wealth Advisors LLC | 767 | $203.3K | 0.16% | +767 | New |
| O'Brien Greene & Co. Inc | 768 | $203.5K | 0.06% | +768 | New |
| Exchange Bank | 769 | $203.7K | 0.14% | +769 | New |
| Flynn Zito Capital Management, LLC | 771 | $204.2K | 0.07% | +771 | New |
| Shrier Wealth Management, LLC | 771 | $204.2K | 0.08% | +771 | New |
| SOA Wealth Advisors, LLC. | 776 | $205.6K | 0.03% | −78−9.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 976 | $205.8K | 0.09% | −213−17.9% | Reduced |
| Benedict Financial Advisors Inc | 777 | $205.8K | 0.04% | +777 | New |
| TruWealth Advisors, LLC | 777 | $205.8K | 0.01% | −361−31.7% | Reduced |
| Saxon Interests, Inc. | 777 | $205.8K | 0.07% | +777 | New |
| Wall Street Access Asset Management, LLC | 778 | $206.1K | 0.05% | −92−10.6% | Reduced |
| Allen Capital Group, LLC | 782 | $207.2K | 0.02% | −96−10.9% | Reduced |
| Main Street Financial Solutions, LLC | 785 | $208.0K | 0.02% | −773−49.6% | Reduced |
| Argo Wealth Advisory, LLC | 785 | $208.0K | 0.12% | +785 | New |
| Teramo Advisors, LLC | 786 | $208.2K | 0.06% | +786 | New |
| Burk Holdings LLC | 787 | $208.5K | 0.10% | +787 | New |
| Berkshire Money Management, Inc. | 791 | $209.5K | 0.02% | +791 | New |
| McAlister, Sweet & Associates, Inc. | 791 | $209.5K | 0.19% | +791 | New |
| Activest Wealth Management | 791 | $209.6K | 0.04% | −563−41.6% | Reduced |
| Golden Reserve Retirement LLC | 792 | $209.7K | 0.04% | +792 | New |
| Abound Wealth Management | 792 | $209.9K | 0.05% | −78−9.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 793 | $210.1K | 0.06% | −108−12.0% | Reduced |
| Cypress Capital Management LLC (WY) | 792 | $210.1K | 0.20% | +17+2.2% | Added |
| Bearing Point Capital, LLC | 794 | $210.3K | 0.03% | +794 | New |
| Wealth Dimensions Group, Ltd. | 794 | $210.4K | 0.04% | −353−30.8% | Reduced |
| Greatmark Investment Partners, Inc. | 800 | $211.9K | 0.03% | +800 | New |
| Panoramic Capital Partners, LLC | 801 | $212.2K | 0.13% | +801 | New |
| Spartan Planning & Wealth Management | 804 | $213.0K | 0.16% | +804 | New |
| Phillips Financial Management, LLC | 806 | $213.5K | 0.01% | +806 | New |
| Janney Capital Management LLC | 806 | $214.0K | 0.01% | +806 | New |
| Altar Rock LLC | 809 | $214.6K | 0.26% | +809 | New |
| Weatherly Asset Management L. P. | 812 | $215.3K | 0.02% | +812 | New |
| Gentry Private Wealth, LLC | 813 | $215.4K | 0.14% | +813 | New |
| Pacific Sun Financial Corp | 812 | $215.4K | 0.10% | +812 | New |
| Mosaic Family Wealth Partners, LLC | 814 | $215.6K | 0.02% | +814 | New |
| Gateway Wealth Partners, LLC | 817 | $216.4K | 0.02% | −37−4.3% | Reduced |
| Counterweight Ventures, LLC | 818 | $216.7K | 0.12% | −62−7.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 820 | $217.2K | 0.16% | −421−33.9% | Reduced |
| Allie Family Office LLC | 824 | $218.3K | 0.10% | +824 | New |
| PSI Advisors, LLC | 825 | $218.6K | 0.05% | +825 | New |
| Barr E S & Co | 825 | $218.6K | 0.01% | +825 | New |
| Daner Wealth Management, LLC | 1,131 | $218.9K | 0.13% | +98+9.5% | Added |
| GW&K Investment Management, LLC | 825 | $219.0K | 0.00% | +212+34.6% | Added |
| West Paces Advisors Inc. | 827 | $219.1K | 0.04% | +827 | New |
| Hughes Financial Services, LLC | 831 | $220.1K | 0.03% | −3−0.4% | Reduced |
| Collaborative Wealth Managment Inc. | 831 | $220.1K | 0.08% | +831 | New |
| Puff Wealth Management, LLC | 868 | $220.1K | 0.28% | +868 | New |
| Rise Advisors, LLC | 831 | $220.2K | 0.08% | −22−2.6% | Reduced |
| BlueStem Wealth Partners, LLC | 833 | $220.7K | 0.02% | +833 | New |
| Insight Advisors, LLC | 834 | $220.8K | 0.03% | −44−5.0% | Reduced |
| LeConte Wealth Management, LLC | 834 | $220.9K | 0.14% | +834 | New |
| Figure 8 Investment Strategies LLC | 837 | $221.7K | 0.20% | −68−7.5% | Reduced |
| KDT Advisors, LLC | 838 | $222.0K | 0.31% | +838 | New |
| Archvest Wealth Advisors, Inc. | 842 | $223.1K | 0.14% | −50−5.6% | Reduced |
| Resurgent Financial Advisors LLC | 845 | $223.8K | 0.11% | −582−40.8% | Reduced |
| Warwick Investment Management, Inc. | 845 | $223.8K | 0.03% | +845 | New |
| Nolet Wealth Management, LLC | 845 | $223.9K | 0.12% | +845 | New |
| Keebeck Wealth Management, LLC | 845 | $224.2K | 0.03% | +845 | New |
| Burkett Financial Services, LLC | 847 | $224.6K | 0.08% | −40−4.5% | Reduced |
| Odyssey Capital Advisors, Inc. | 848 | $224.7K | 0.20% | +848 | New |
| Total Wealth Planning & Management, Inc. | 849 | $224.9K | 0.18% | +849 | New |
| Alpha Zero LLC | 852 | $225.7K | 0.12% | +852 | New |
| Intrepid Financial Planning Group LLC | 855 | $226.5K | 0.09% | 00.0% | Unchanged |
| McLean Asset Management Corp | 946 | $226.7K | 0.04% | −53−5.3% | Reduced |
| Piedmont Capital Management, LLC | 856 | $226.8K | 0.15% | +856 | New |
| Armstrong, Fleming & Moore, Inc | 857 | $227.0K | 0.10% | 00.0% | Unchanged |
| My Personal CFO, LLC | 860 | $227.8K | 0.10% | +860 | New |
| Elgethun Capital Management | 860 | $227.8K | 0.04% | −101−10.5% | Reduced |
