| Millstone Evans Group, LLC | 437 | $155.8K | 0.09% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 445 | $158.4K | 0.03% | +46+11.5% | Added |
| Asset Dedication, LLC | 450 | $160.3K | 0.01% | +170+60.7% | Added |
| Accent Capital Management, LLC | 450 | $160.9K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 455 | $162.1K | 0.01% | −780−63.2% | Reduced |
| Birchwood Financial Partners, Inc. | 456 | $162.4K | 0.16% | −53−10.4% | Reduced |
| Seneschal Advisors, LLC | 457 | $162.8K | 0.12% | +1+0.2% | Added |
| Quent Capital, LLC | 460 | $163.8K | 0.01% | +159+52.8% | Added |
| N.E.W. Advisory Services LLC | 466 | $165.8K | 0.01% | +12+2.6% | Added |
| Oakworth Capital, Inc. | 470 | $167.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 484 | $172.4K | 0.04% | +192+65.8% | Added |
| Corsicana & Co. | 711 | $173.3K | 0.11% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 497 | $177.0K | 0.06% | −43−8.0% | Reduced |
| Pingora Partners LLC | 500 | $178.1K | 0.11% | 00.0% | Unchanged |
| Montag A & Associates Inc | 504 | $180.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 514 | $183.0K | 0.02% | −13−2.5% | Reduced |
| SWAN Capital LLC | 518 | $184.5K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 550 | $195.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 550 | $195.9K | 0.03% | +4+0.7% | Added |
| CoreCap Advisors, LLC | 559 | $199.2K | 0.01% | −31−5.3% | Reduced |
| Rockland Trust Co | 562 | $200.2K | 0.01% | +562 | New |
| Gradient Investments LLC | 562 | $200.3K | 0.00% | +562 | New |
| Sheets Smith Wealth Management | 563 | $200.5K | 0.02% | +563 | New |
| Detalus Advisors, LLC | 563 | $200.7K | 0.05% | +563 | New |
| W.H. Cornerstone Investments Inc. | 566 | $201.8K | 0.13% | +566 | New |
| Eagle Rock Investment Company, LLC | 567 | $202.0K | 0.03% | +567 | New |
| Babb Wealth Advisors LLC | 567 | $202.0K | 0.11% | +567 | New |
| Gutierrez Wealth Advisory, LLC | 569 | $202.5K | 0.13% | +569 | New |
| Herold Advisors, Inc. | 570 | $203.0K | 0.04% | +570 | New |
| American Trust | 570 | $203.0K | 0.02% | +570 | New |
| North Star Investment Management Corp. | 573 | $204.1K | 0.01% | −9−1.5% | Reduced |
| Teamwork Financial Advisors, LLC | 574 | $204.6K | 0.02% | +574 | New |
| Capstone Wealth Management Group LLC | 575 | $204.6K | 0.13% | +575 | New |
| Alerus Financial NA | 575 | $204.8K | 0.01% | −6−1.0% | Reduced |
| Bank & Trust Co | 575 | $204.8K | 0.14% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 575 | $204.8K | 0.02% | +575 | New |
| NCM Capital Management, LLC | 575 | $204.8K | 0.07% | +575 | New |
| EdgeRock Capital LLC | 575 | $204.8K | 0.06% | +575 | New |
| Crews Bank & Trust | 576 | $205.2K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 580 | $206.6K | 0.01% | +580 | New |
| Dickmeyer Boyce Financial Management, Inc. | 581 | $207.1K | 0.12% | +581 | New |
| Riverbend Wealth Management, LLC | 583 | $207.7K | 0.13% | +583 | New |
| Beto Financial Group, LLC | 553 | $207.9K | 0.12% | −242−30.4% | Reduced |
| Reuter James Wealth Management, LLC | 588 | $209.4K | 0.03% | −313−34.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 590 | $210.0K | 0.02% | +590 | New |
| Sovereign Financial Group, Inc. | 590 | $210.1K | 0.04% | +590 | New |
| Facet Wealth, Inc. | 592 | $210.9K | 0.00% | +592 | New |
| Weaver Capital Management LLC | 593 | $211.2K | 0.05% | +593 | New |
| Johnson Financial Group, Inc. | 591 | $211.4K | 0.01% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 595 | $211.9K | 0.10% | +595 | New |
| Braun-Bostich & Associates Inc. | 596 | $212.3K | 0.13% | +596 | New |
| Cornerstone Select Advisors, LLC | 597 | $212.6K | 0.13% | +597 | New |
| Secure Asset Management, LLC | 597 | $212.8K | 0.03% | +597 | New |
| True Wealth Design, LLC | 598 | $213.0K | 0.06% | +136+29.4% | Added |
| TRB Wealth Management, LLC | 596 | $213.1K | 0.03% | +596 | New |
| SageGuard Financial Group, LLC | 599 | $213.4K | 0.03% | +599 | New |
| Altrafin AG | 600 | $213.7K | 0.07% | −790−56.8% | Reduced |
| Eastern Bank | 600 | $213.7K | 0.00% | −103−14.7% | Reduced |
| New Paradigm Capital Management, LLC | 600 | $213.7K | 0.46% | +600 | New |
| Yarger Wealth Strategies, LLC | 600 | $213.9K | 0.09% | +600 | New |
| Vicus Capital | 601 | $213.9K | 0.02% | −320−34.7% | Reduced |
| Cullen Investment Group, Ltd. | 601 | $213.9K | 0.03% | −49−7.5% | Reduced |
| Onefund, LLC | 596 | $214.1K | 0.14% | −62−9.4% | Reduced |
| Reyes Financial Architecture, Inc. | 602 | $214.4K | 0.18% | +602 | New |
| Advyzon Investment Management, LLC | 602 | $214.5K | 0.02% | +602 | New |
| Riverpoint Wealth Management Holdings, LLC | 604 | $215.3K | 0.05% | +604 | New |
| Envision Financial Planning, LLC | 605 | $215.6K | 0.08% | +605 | New |
| Sepio Capital, LP | 606 | $215.7K | 0.01% | +606 | New |
| Gerber Kawasaki Wealth & Investment Management | 606 | $216.2K | 0.01% | +606 | New |
| Osborne Partners Capital Management, LLC | 607 | $216.2K | 0.01% | −89−12.8% | Reduced |
| Values Added Financial LLC | 608 | $216.6K | 0.09% | +608 | New |
| Centaurus Financial, Inc. | 610 | $217.0K | 0.01% | −45−6.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 610 | $217.0K | 0.01% | +610 | New |
| Towercrest Capital Management | 611 | $217.6K | 0.03% | +611 | New |
| Johnson Financial Group, LLC | 613 | $218.3K | 0.01% | +613 | New |
| Purpose Unlimited Inc. | 613 | $218.3K | 0.01% | −26−4.1% | Reduced |
| Tower Wealth Partners, Inc. | 614 | $218.7K | 0.12% | +614 | New |
| Beckerman Institutional, LLC | 615 | $219.1K | 0.12% | +615 | New |
| Evercore Wealth Management, LLC | 616 | $219.4K | 0.00% | +616 | New |
| Gibraltar Capital Management, Inc. | 617 | $219.7K | 0.04% | +617 | New |
| CVA Family Office, LLC | 617 | $219.8K | 0.02% | +187+43.5% | Added |
| Jacobsen Capital Management | 617 | $219.8K | 0.07% | +617 | New |
| Verus Capital Partners, LLC | 618 | $220.2K | 0.02% | +618 | New |
| Asempa Wealth Advisors | 615 | $221.1K | 0.19% | +615 | New |
| Victory Financial Group, LLC | 622 | $221.5K | 0.03% | +622 | New |
| M3 Advisory Group, LLC | 623 | $221.8K | 0.14% | +623 | New |
| Hibernia Wealth Partners, LLC | 624 | $222.1K | 0.07% | +624 | New |
| Syverson Strege & Co | 625 | $222.6K | 0.05% | +625 | New |
| Howard Capital Management Group, LLC | 625 | $222.6K | 0.01% | +625 | New |
| Summit Wealth Partners, LLC | 625 | $222.6K | 0.04% | +625 | New |
| Platform Technology Partners | 626 | $222.8K | 0.04% | +626 | New |
| Summitpoint Capital Management | 772 | $223.0K | 0.28% | +772 | New |
| Strategic Blueprint, LLC | 627 | $223.1K | 0.01% | −155−19.8% | Reduced |
| United Bank | 627 | $223.3K | 0.07% | −109−14.8% | Reduced |
| Diversified Enterprises, LLC | 632 | $225.1K | 0.01% | +632 | New |
| Obermeyer Wood Investment Counsel, LLLP | 634 | $225.8K | 0.01% | +634 | New |
| Asset Advisory Group, Inc. | 634 | $225.8K | 0.11% | +634 | New |
| West Michigan Advisors, LLC | 633 | $226.4K | 0.05% | +633 | New |
| Fidelity D & D Bancorp Inc | 636 | $226.5K | 0.09% | +636 | New |
| Northstar Financial Companies, Inc. | 637 | $226.8K | 0.18% | −91−12.5% | Reduced |
