| Haven Private, LLC | 577 | $206.4K | 0.09% | +577 | New |
| Roble, Belko & Company, Inc | 580 | $207.0K | 0.03% | −100−14.7% | Reduced |
| Greenwich Wealth Management LLC | 579 | $207.0K | 0.01% | +579 | New |
| Conservest Capital Advisors, Inc. | 580 | $207.4K | 0.02% | +580 | New |
| Motive Wealth Advisors | 581 | $207.8K | 0.10% | +581 | New |
| Cypress Wealth Services, LLC | 582 | $208.2K | 0.03% | +582 | New |
| Ridgeline Wealth, LLC | 583 | $208.3K | 0.15% | +583 | New |
| Oarsman Capital, Inc. | 583 | $208.5K | 0.03% | −96−14.1% | Reduced |
| MN Wealth Advisors, LLC | 584 | $208.9K | 0.10% | −102−14.9% | Reduced |
| Live Oak Private Wealth LLC | 584 | $208.9K | 0.03% | +584 | New |
| LVW Advisors, LLC | 584 | $208.9K | 0.02% | +584 | New |
| Vance Wealth, Inc. | 585 | $209.2K | 0.06% | +585 | New |
| Breakthru Advisory Services, LLC | 585 | $209.2K | 0.34% | +585 | New |
| Midland Wealth Advisors LLC | 587 | $210.0K | 0.01% | +587 | New |
| Baldwin Brothers Inc | 588 | $210.3K | 0.02% | −2,784−82.6% | Reduced |
| Stokes Capital Advisors, LLC | 588 | $210.3K | 0.05% | −184−23.8% | Reduced |
| Acorn Financial Advisory Services Inc | 589 | $210.7K | 0.03% | +589 | New |
| Castleark Management LLC | 590 | $211.0K | 0.01% | −43,924−98.7% | Reduced |
| Refined Wealth Management | 590 | $211.0K | 0.13% | −51−8.0% | Reduced |
| Sargent Investment Group, LLC | 590 | $211.0K | 0.03% | +590 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 590 | $211.0K | 0.32% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 592 | $211.7K | 0.02% | +592 | New |
| Maridea Wealth Management LLC | 592 | $211.7K | 0.03% | +592 | New |
| A4 Wealth Advisors LLC | 593 | $212.1K | 0.18% | −450−43.1% | Reduced |
| Cottage Street Advisors LLC | 596 | $213.2K | 0.09% | +596 | New |
| Global Wealth Management Investment Advisory, Inc. | 597 | $213.5K | 0.03% | +597 | New |
| Elequin Capital LP | 597 | $213.5K | 0.02% | +597 | New |
| Avion Wealth | 599 | $214.0K | 0.04% | −123−17.0% | Reduced |
| Townsend Asset Management Corp | 599 | $214.2K | 0.08% | +599 | New |
| Fell Capital Management | 600 | $214.6K | 0.20% | −75−11.1% | Reduced |
| First Interstate Bank | 600 | $214.6K | 0.01% | +600 | New |
| Mattern Wealth Management LLC | 600 | $214.6K | 0.04% | +600 | New |
| Flynn Zito Capital Management, LLC | 600 | $214.6K | 0.07% | +600 | New |
| Owl Creek Wealth Partners LLC | 600 | $214.6K | 0.08% | +600 | New |
| Sequent Planning LLC | 604 | $215.9K | 0.05% | +604 | New |
| Old North State Trust, LLC | 603 | $216.0K | 0.13% | +603 | New |
| BlackDiamond Wealth Management Inc. | 604 | $216.0K | 0.10% | +604 | New |
| David R. Rahn & Associates Inc. | 608 | $217.5K | 0.06% | +608 | New |
| Diversify Advisory Services, LLC | 530 | $217.7K | 0.03% | −1,960−78.7% | Reduced |
| WealthBridge Capital Management, LLC | 609 | $217.8K | 0.05% | +609 | New |
| Bulltick Wealth Management, LLC | 609 | $217.8K | 0.05% | +609 | New |
| Advocate Group LLC | 611 | $218.5K | 0.03% | −50−7.6% | Reduced |
| 55 North Private Wealth, LLC | 612 | $218.9K | 0.06% | +612 | New |
| Ti-Trust, Inc | 613 | $219.3K | 0.13% | +613 | New |
| Vanguard Capital Wealth Advisors | 614 | $219.6K | 0.20% | +614 | New |
| Operose Advisors LLC | 615 | $220.0K | 0.05% | +47+8.3% | Added |
| Archford Capital Strategies, LLC | 615 | $220.0K | 0.03% | +615 | New |
| MinichMacGregor Wealth Management, LLC | 615 | $220.3K | 0.04% | −13,381−95.6% | Reduced |
| Coquina Private Wealth LLC | 616 | $220.3K | 0.18% | +616 | New |
| East Coast Asset Management, LLC. | 617 | $220.7K | 0.07% | +617 | New |
| HBW Advisory Services LLC | 620 | $221.6K | 0.02% | +620 | New |
| Second Line Capital, LLC | 513 | $222.3K | 0.04% | +513 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 552 | $222.5K | 0.00% | +12+2.2% | Added |
| Burns Matteson Capital Management, LLC | 622 | $222.5K | 0.09% | −1,511−70.8% | Reduced |
| Basecamp Wealth Advisors LLC | 623 | $222.7K | 0.05% | −2−0.3% | Reduced |
| Investment Research Partners LLC | 623 | $222.8K | 0.09% | +623 | New |
| Hobart Private Capital, LLC | 623 | $222.8K | 0.04% | +623 | New |
| Ascension Capital Advisors, Inc. | 624 | $223.2K | 0.07% | +624 | New |
| One Day In July LLC | 625 | $223.5K | 0.02% | +625 | New |
| Uhlmann Price Securities, LLC | 628 | $225.1K | 0.02% | +628 | New |
| Renaissance Investment Group LLC | 630 | $225.3K | 0.05% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 630 | $225.6K | 0.08% | −20−3.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 631 | $225.7K | 0.07% | −10−1.6% | Reduced |
| Brian Low Financial Group, LLC | 633 | $226.4K | 0.15% | +633 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 634 | $226.7K | 0.07% | +634 | New |
| Wexford Capital LP | 635 | $227.1K | 0.04% | −218−25.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 635 | $227.1K | 0.04% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 635 | $227.1K | 0.05% | 00.0% | Unchanged |
| Gibbs Wealth Management | 635 | $227.1K | 0.03% | +635 | New |
| Bernard Wealth Management Corp. | 635 | $227.1K | 0.10% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 636 | $227.5K | 0.05% | +636 | New |
| Luts & Greenleigh Group, Inc | 638 | $228.2K | 0.18% | −1−0.2% | Reduced |
| McHugh Group, LLC | 639 | $228.6K | 0.14% | +639 | New |
| Wealth Dimensions Group, Ltd. | 640 | $228.9K | 0.05% | +7+1.1% | Added |
| Gill Capital Partners, LLC | 645 | $230.7K | 0.07% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 645 | $230.7K | 0.03% | +645 | New |
| Watershed Private Wealth LLC | 648 | $231.8K | 0.07% | −153−19.1% | Reduced |
| Knightsbridge Asset Management, LLC | 648 | $231.8K | 0.03% | +648 | New |
| Taylor Financial Group, Inc. | 650 | $232.5K | 0.14% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 650 | $232.5K | 0.07% | +43+7.1% | Added |
| Tudor Investment Corp Et Al | 652 | $233.2K | 0.00% | −146,154−99.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 654 | $233.9K | 0.06% | −59−8.3% | Reduced |
| 3Chopt Investment Partners, LLC | 654 | $233.9K | 0.05% | +654 | New |
| Weatherly Asset Management L. P. | 655 | $234.2K | 0.02% | +9+1.4% | Added |
| Inscription Capital, LLC | 656 | $234.7K | 0.02% | −10−1.5% | Reduced |
| von Borstel & Associates, Inc. | 659 | $235.0K | 0.05% | +6+0.9% | Added |
| Keudell/Morrison Wealth Management | 659 | $235.7K | 0.05% | +659 | New |
| Grand Wealth Management, LLC | 660 | $236.1K | 0.11% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 661 | $236.3K | 0.16% | +32+5.1% | Added |
| Novare Capital Management LLC | 661 | $236.4K | 0.02% | −98−12.9% | Reduced |
| Wagner Wealth Management, LLC | 661 | $236.4K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 661 | $236.4K | 0.09% | +1+0.2% | Added |
| Paladin Advisory Group, LLC | 663 | $237.1K | 0.18% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 663 | $237.1K | 0.01% | +663 | New |
| Flagstone Financial Management | 664 | $237.5K | 0.06% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 664 | $237.5K | 0.03% | +664 | Added |
| Renasant Bank | 664 | $237.5K | 0.17% | +16+2.5% | Added |
| New World Advisors LLC | 664 | $237.5K | 0.04% | +664 | New |
| Altus Wealth Group LLC | 665 | $237.9K | 0.10% | −8−1.2% | Reduced |
| First Citizens Financial Corp | 665 | $237.9K | 0.11% | +3+0.5% | Added |
