| Blue Bell Private Wealth Management, LLC | 602 | $318.3K | 0.05% | −51−7.8% | Reduced |
| Register Financial Advisors LLC | 602 | $318.5K | 0.14% | +602 | New |
| Fortress Private Ledger, LLC | 602 | $318.6K | 0.14% | +602 | New |
| Sunbeam Capital Management, LLC | 604 | $319.8K | 0.24% | +604 | New |
| Ariadne Wealth Management, LP | 504 | $319.8K | 0.15% | +504 | New |
| NWF Advisory Services Inc. | 604 | $320.1K | 0.04% | +604 | New |
| Phillips Wealth Planners LLC | 607 | $321.7K | 0.29% | +607 | New |
| Cozad Asset Management Inc | 609 | $322.3K | 0.03% | +609 | New |
| CVA Family Office, LLC | 610 | $322.8K | 0.05% | +58+10.5% | Added |
| Cape Investment Advisory, Inc. | 610 | $322.9K | 0.12% | −61−9.1% | Reduced |
| Forza Wealth Management, LLC | 611 | $323.3K | 0.13% | +611 | New |
| Per Stirling Capital Management, LLC. | 613 | $324.6K | 0.04% | +613 | New |
| Jacobsen Capital Management | 614 | $324.9K | 0.12% | +614 | New |
| Money Concepts Capital Corp | 615 | $325.4K | 0.02% | +615 | New |
| True Link Financial Advisors, LLC | 615 | $325.4K | 0.02% | +615 | New |
| Creative Financial Designs Inc | 616 | $326.0K | 0.02% | +59+10.6% | Added |
| Buckley Wealth Management, LLC | 617 | $326.5K | 0.10% | +617 | New |
| Vaughan David Investments LLC | 619 | $327.0K | 0.01% | +619 | New |
| Beacon Financial Advisory LLC | 619 | $327.7K | 0.08% | +619 | New |
| Bonness Enterprises Inc | 620 | $328.1K | 0.11% | +620 | New |
| Intelligence Driven Advisers, LLC | 620 | $328.1K | 0.05% | +620 | New |
| Sprinkle Financial Consultants LLC | 622 | $329.1K | 0.20% | −285−31.4% | Reduced |
| Westbourne Investments, Inc. | 622 | $329.1K | 0.18% | −223−26.4% | Reduced |
| Ironwood Investment Management LLC | 623 | $329.7K | 0.16% | +623 | New |
| McAdam, LLC | 623 | $329.7K | 0.02% | +623 | New |
| J. L. Bainbridge & Co., Inc. | 623 | $329.7K | 0.03% | +623 | New |
| FourThought Financial Partners, LLC | 623 | $329.8K | 0.03% | +623 | New |
| Ascent Capital Management, LLC | 624 | $329.9K | 0.29% | +624 | New |
| Trium Capital LLP | 626 | $331.2K | 0.08% | −844−57.4% | Reduced |
| Community Bank, N.A. | 630 | $333.4K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 631 | $333.9K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 633 | $335.0K | 0.05% | −2−0.3% | Reduced |
| Exchange Capital Management, Inc. | 633 | $335.0K | 0.05% | +633 | New |
| Consultiva Wealth Management, Corp. | 635 | $336.0K | 1.04% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 636 | $336.3K | 0.03% | −311−32.8% | Reduced |
| Monument Capital Management | 638 | $337.6K | 0.09% | +638 | New |
| Hazlett, Burt & Watson, Inc. | 635 | $338.0K | 0.14% | +47+8.0% | Added |
| Westhampton Capital, LLC | 640 | $338.7K | 0.17% | +640 | New |
| Grove Street Fiduciary, LLC | 640 | $338.7K | 0.16% | +640 | New |
| Strategy Asset Managers LLC | 640 | $338.8K | 0.06% | −436−40.5% | Reduced |
| Chesapeake Asset Management LLC | 641 | $339.2K | 0.31% | +536+510.5% | Added |
| Roundview Capital LLC | 643 | $340.2K | 0.02% | −32−4.7% | Reduced |
| Signature Wealth Management Partners, LLC | 644 | $340.8K | 0.19% | +644 | New |
| Revisor Wealth Management LLC | 632 | $340.9K | 0.12% | +632 | New |
| Santori & Peters | 645 | $341.3K | 0.12% | +645 | New |
| Clear Creek Financial Management, LLC | 646 | $341.9K | 0.03% | +646 | New |
| Quilter Plc | 651 | $344.5K | 0.01% | −7−1.1% | Reduced |
| Rollins Financial Advisors, LLC | 652 | $345.0K | 0.06% | −375−36.5% | Reduced |
| Carson Advisory Inc. | 655 | $346.6K | 0.22% | +655 | New |
| Cherokee Insurance Co | 656 | $347.1K | 0.15% | 00.0% | Unchanged |
| ASB Consultores, LLC | 656 | $347.1K | 0.23% | +656 | New |
| SCS Capital Management LLC | 656 | $347.1K | 0.00% | +656 | New |
| Bangor Savings Bank | 657 | $347.7K | 0.03% | +14+2.2% | Added |
| Lauterbach Financial Advisors, LLC | 657 | $347.7K | 0.19% | +657 | New |
| Kingsman Wealth Management, Inc. | 660 | $349.2K | 0.22% | +660 | New |
| WESPAC Advisors, LLC | 661 | $349.8K | 0.24% | +661 | New |
| Drake & Associates, LLC | 662 | $350.3K | 0.09% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 663 | $350.8K | 0.04% | +28+4.4% | Added |
| Red Door Wealth Management, LLC | 663 | $350.9K | 0.04% | −212−24.2% | Reduced |
| Wendell David Associates Inc | 666 | $352.0K | 0.04% | +666 | New |
| Cherry Creek Investment Advisors, Inc. | 667 | $352.8K | 0.17% | +667 | New |
| Old National Bancorp | 668 | $353.5K | 0.01% | −108−13.9% | Reduced |
| Journey Advisory Group, LLC | 669 | $354.0K | 0.03% | +5+0.8% | Added |
| Clean Yield Group | 670 | $354.5K | 0.11% | 00.0% | Unchanged |
| Security Financial Services, INC. | 670 | $354.5K | 0.06% | +10+1.5% | Added |
| Abacus Planning Group, Inc. | 672 | $355.6K | 0.05% | +672 | New |
| Family Investment Center, Inc. | 675 | $357.2K | 0.08% | +675 | New |
| RDA Financial Network | 675 | $357.3K | 0.10% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 678 | $358.8K | 0.07% | −3,390−83.3% | Reduced |
| Gries Financial LLC | 679 | $359.3K | 0.07% | +679 | New |
| PYA Waltman Capital, LLC | 681 | $360.4K | 0.10% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 682 | $360.9K | 0.00% | −34−4.7% | Reduced |
| Alteri Wealth LLC | 682 | $360.9K | 0.14% | +25+3.8% | Added |
| Tyche Wealth Partners LLC | 682 | $361.0K | 0.07% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 683 | $361.4K | 0.17% | +683 | New |
| Pettyjohn, Wood & White, Inc | 684 | $361.9K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 684 | $362.0K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 686 | $363.0K | 0.05% | −63−8.4% | Reduced |
| Hudock, Inc. | 686 | $363.0K | 0.06% | +3+0.4% | Added |
| USS Investment Management Ltd | 689 | $364.5K | 0.00% | −45,716−98.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $365.1K | 0.10% | +430+165.4% | Added |
| Magnetar Financial LLC | 690 | $365.1K | 0.00% | −8,455−92.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 690 | $365.1K | 0.19% | +690 | New |
| Allen Capital Group, LLC | 690 | $365.1K | 0.04% | +690 | New |
| Mission Creek Capital Partners, Inc. | 4,098 | $365.9K | 0.08% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 693 | $366.7K | 0.04% | +693 | New |
| Pure Financial Advisors, Inc. | 694 | $367.0K | 0.01% | +694 | New |
| E Fund Management Co., Ltd. | 695 | $367.8K | 0.02% | −174−20.0% | Reduced |
| Prentiss Smith & Co Inc | 696 | $368.3K | 0.22% | −11−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 697 | $368.8K | 0.25% | 00.0% | Unchanged |
| Tower Bridge Advisors | 699 | $369.9K | 0.04% | −28−3.9% | Reduced |
| Twinbeech Capital LP | 699 | $369.9K | 0.01% | +699 | New |
| Catalyst Funds Management Pty Ltd | 700 | $370.4K | 0.10% | −10,900−94.0% | Reduced |
| EntryPoint Capital, LLC | 700 | $370.4K | 0.19% | −26−3.6% | Reduced |
| BKM Wealth Management, LLC | 700 | $370.4K | 0.14% | +14+2.0% | Added |
| Rik Saylor Financial, Inc. | 700 | $370.5K | 0.29% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 664 | $370.9K | 0.09% | +664 | New |
| Gordian Capital Singapore Pte Ltd | 701 | $370.9K | 0.56% | −499−41.6% | Reduced |
| Clear Harbor Asset Management, LLC | 701 | $370.9K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 702 | $371.5K | 0.02% | +702 | New |
