| Mowery & Schoenfeld Wealth Management, LLC | 729 | $150.9K | 0.23% | −127−14.8% | Reduced |
| Longview Financial Advisors, Inc. | 730 | $151.0K | 0.09% | +730 | New |
| Gill Capital Partners, LLC | 736 | $152.3K | 0.04% | +736 | New |
| Intentional Wealth Strategies, LLC | 740 | $153.1K | 0.14% | +740 | New |
| Dogwood Wealth Management LLC | 748 | $154.9K | 0.07% | −3,127−80.7% | Reduced |
| Westfuller Advisors, LLC | 768 | $158.8K | 0.07% | +222+40.7% | Added |
| Highline Wealth Partners LLC | 810 | $167.5K | 0.04% | +132+19.5% | Added |
| Proffitt & Goodson Inc | 817 | $169.0K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 835 | $172.8K | 0.06% | +67+8.7% | Added |
| Horizon Financial Services, LLC | 840 | $173.8K | 0.08% | +68+8.8% | Added |
| Covestor Ltd | 842 | $174.0K | 0.12% | −454−35.0% | Reduced |
| Global Wealth Strategies & Associates | 848 | $175.5K | 0.04% | −36−4.1% | Reduced |
| Financial Freedom, LLC | 854 | $176.6K | 0.09% | +5+0.6% | Added |
| Cranbrook Wealth Management, LLC | 859 | $177.8K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 870 | $180.0K | 0.05% | +207+31.2% | Added |
| Cornerstone Financial Management LLC | 871 | $180.2K | 0.17% | +40+4.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 872 | $180.4K | 0.13% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 886 | $183.3K | 0.03% | −179−16.8% | Reduced |
| West Financial Advisors, LLC | 886 | $183.3K | 0.03% | −47−5.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 902 | $186.6K | 0.46% | +902 | New |
| Frazier Financial Advisors, LLC | 905 | $187.2K | 0.10% | +239+35.9% | Added |
| Axiom Investment Management LLC | 908 | $187.9K | 0.14% | +908 | New |
| REAP Financial Group, LLC | 920 | $190.3K | 0.04% | +11+1.2% | Added |
| AXS Investments LLC | 952 | $197.0K | 0.08% | −423−30.8% | Reduced |
| WealthCollab, LLC | 959 | $198.4K | 0.08% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 960 | $198.5K | 0.06% | −810−45.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 960 | $198.6K | 0.07% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 963 | $199.2K | 0.06% | −28−2.8% | Reduced |
| Disciplined Investors, L.L.C. | 968 | $200.3K | 0.12% | +968 | New |
| Asempa Wealth Advisors | 1,015 | $200.4K | 0.17% | +1,015 | New |
| GenTrust, LLC | 970 | $200.7K | 0.01% | +970 | New |
| Hobbs Group Advisors, LLC | 972 | $201.1K | 0.06% | +972 | New |
| Henderson Brothers Financial Partners, LLC | 974 | $201.5K | 0.05% | +974 | New |
| Jacobs Equity LLC | 975 | $201.7K | 0.18% | +975 | New |
| Wincap Financial LLC | 976 | $201.8K | 0.13% | +976 | New |
| Bennett Associates Wealth Management | 978 | $202.3K | 0.14% | +978 | New |
| Cornerstone Planning Group LLC | 1,051 | $202.4K | 0.03% | +121+13.0% | Added |
| Invictus Private Wealth, LLC | 978 | $202.5K | 0.01% | +978 | New |
| Proathlete Wealth Management LLC | 978 | $202.5K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 979 | $202.6K | 0.07% | +979 | New |
| Nikulski Financial, Inc. | 979 | $202.6K | 0.05% | +979 | New |
| Collaborative Wealth Managment Inc. | 981 | $203.0K | 0.09% | −2,023−67.3% | Reduced |
| Odyssean, LLC | 983 | $203.4K | 0.07% | +983 | New |
| Mullaney, Keating & Wright, Inc. | 984 | $203.6K | 0.11% | +984 | New |
| Portland Global Advisors LLC | 985 | $203.8K | 0.02% | +985 | New |
| Infrastructure Capital Advisors, LLC | 985 | $203.8K | 0.02% | −13,226−93.1% | Reduced |
| Snider Financial Group | 990 | $204.8K | 0.06% | +990 | New |
| Carmel Capital Partners, LLC | 994 | $205.7K | 0.07% | +994 | New |
| Mission Hills Financial Advisory, LLC | 996 | $206.1K | 0.11% | +996 | New |
| Garrison Bradford & Associates Inc | 1,000 | $206.9K | 0.23% | 00.0% | Unchanged |
| Benchmark Financial, LLC | 1,000 | $206.9K | 0.19% | +1,000 | New |
| Asio Capital, LLC | 1,002 | $207.3K | 0.03% | +1,002 | New |
| Price Financial Group Wealth Management, Inc | 1,132 | $207.5K | 3.43% | +1,132 | New |
| Westchester Capital Management, Inc. | 1,005 | $207.9K | 0.04% | 00.0% | Unchanged |
| Catalyst Investment Management LLC | 1,131 | $208.1K | 0.23% | −203−15.2% | Reduced |
| Daner Wealth Management, LLC | 1,119 | $208.1K | 0.12% | −8−0.7% | Reduced |
| Financial Plan, Inc. | 1,007 | $208.3K | 0.02% | +1,007 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,007 | $208.4K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,009 | $208.8K | 0.11% | −71−6.6% | Reduced |
| Themes Management Co LLC | 1,009 | $208.8K | 0.13% | +1,009 | New |
| Tribridge Partners Financial LLC | 1,050 | $208.9K | 0.09% | +1,050 | New |
| Tennessee Valley Asset Management Partners | 1,010 | $209.0K | 0.03% | +1,010 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,114 | $209.2K | 0.05% | −171−13.3% | Reduced |
| Goldstein Advisors, LLC | 1,013 | $209.6K | 0.02% | +1,013 | New |
| AA Financial Advisors, LLC | 1,014 | $209.9K | 0.03% | +1,014 | New |
| West Chester Capital Advisors, Inc | 1,016 | $210.2K | 0.13% | +1,016 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,018 | $210.6K | 0.07% | +1,018 | New |
| Vistica Wealth Advisors, LLC | 1,018 | $210.6K | 0.21% | +1,018 | New |
| Maimon Wealth Management Ltd. | 1,000 | $210.7K | 0.18% | +1,000 | New |
| Richard P Slaughter Associates Inc | 1,019 | $210.8K | 0.05% | −444−30.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,019 | $210.8K | 0.05% | +1,019 | New |
| Resolute Wealth Strategies, LLC | 1,022 | $211.4K | 0.09% | +1,022 | New |
| AlphaGrep UK Ltd | 1,023 | $211.7K | 0.06% | −5,571−84.5% | Reduced |
| IPG Investment Advisors LLC | 1,023 | $211.7K | 0.04% | +1,023 | New |
| Colton Groome Financial Advisors, LLC | 1,023 | $211.7K | 0.06% | +1,023 | New |
| Carl Stuart Investment Advisor, Inc | 1,023 | $211.7K | 0.09% | +1,023 | New |
| Waystone Advisors LLC | 1,023 | $211.7K | 0.19% | +1,023 | New |
| Integrity Wealth Partners, LLC | 1,025 | $212.1K | 0.19% | +1,025 | New |
| Macroview Investment Management LLC | 1,026 | $212.4K | 0.15% | +1,026 | New |
| Rocky Mountain Advisers, LLC | 1,027 | $212.5K | 0.06% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,031 | $213.4K | 0.09% | +62+6.4% | Added |
| Saturna Capital CORP | 1,033 | $213.7K | 0.00% | +1,033 | New |
| Tripletail Wealth Management, LLC | 1,075 | $213.9K | 0.29% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,404 | $214.0K | 0.14% | 00.0% | Unchanged |
| Richard Young Associates, Ltd. | 1,036 | $214.4K | 0.16% | +1,036 | New |
| SwitchPoint Financial Planning, LLC | 1,037 | $214.6K | 0.15% | +1,037 | New |
| ESG Planning | 1,037 | $214.6K | 0.09% | +1,037 | New |
| McCartney Wealth Management LLC | 1,038 | $214.8K | 0.18% | +1,038 | New |
| Carter Financial Group, INC. | 1,039 | $214.9K | 0.13% | +1,039 | New |
| Aspect Partners, LLC | 1,040 | $215.2K | 0.09% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,040 | $215.2K | 0.09% | 00.0% | Unchanged |
| Investment House LLC | 1,042 | $215.6K | 0.01% | +1,042 | New |
| Sentinel Pension Advisors Inc | 1,042 | $215.6K | 0.03% | +1,042 | New |
| Carr Financial Group Corp | 1,044 | $216.0K | 0.06% | +1,044 | New |
| SFI Advisors, LLC | 1,046 | $216.4K | 0.23% | −292−21.8% | Reduced |
| Advisor Resource Council | 1,046 | $216.4K | 0.09% | +1,046 | New |
| Capstone Capital Wealth Advisors | 1,046 | $216.4K | 0.14% | +1,046 | New |
| Kohmann Bosshard Financial Services, LLC | 1,047 | $216.6K | 0.02% | −54−4.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,050 | $217.2K | 0.03% | +1,050 | New |
| Cultivar Capital, Inc. | 1,051 | $217.5K | 0.14% | +1,051 | New |
