| Sunflower Bank, N.A. | 837 | $203.4K | 0.06% | −216−20.5% | Reduced |
| Callan Capital, LLC | 839 | $203.9K | 0.01% | +839 | New |
| Carmichael Hill & Associates, Inc. | 839 | $203.9K | 0.08% | +98+13.2% | Added |
| Lewis Asset Management, LLC | 843 | $204.9K | 0.15% | +843 | New |
| EFG Asset Management (Americas) Corp. | 845 | $205.4K | 0.04% | +845 | New |
| Hanover Advisors Inc | 849 | $206.4K | 0.09% | +849 | New |
| Strategic Advocates LLC | 852 | $207.1K | 0.07% | +852 | New |
| Planning Center, Inc. | 857 | $208.3K | 0.03% | +857 | New |
| Am Investment Strategies LLC | 860 | $209.0K | 0.05% | −86−9.1% | Reduced |
| BCS Wealth Management | 859 | $209.0K | 0.09% | +859 | New |
| Delta Asset Management LLC | 865 | $210.2K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 867 | $210.7K | 0.04% | +867 | New |
| Avestar Capital, LLC | 868 | $211.0K | 0.02% | +868 | New |
| Ameliora Wealth Management Ltd. | 871 | $211.7K | 0.09% | −13−1.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 871 | $211.7K | 0.11% | +871 | New |
| REDW Wealth LLC | 873 | $212.2K | 0.05% | −61−6.5% | Reduced |
| WJ Interests, LLC | 875 | $212.7K | 0.09% | +875 | New |
| Clean Yield Group | 876 | $212.9K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 876 | $212.9K | 0.06% | +4+0.5% | Added |
| Vestor Capital, LLC | 875 | $213.0K | 0.02% | 00.0% | Unchanged |
| Fundamentun, LLC | 883 | $214.6K | 0.01% | −700−44.2% | Reduced |
| KKM Financial LLC | 884 | $214.9K | 0.11% | +884 | New |
| Wealth Alliance Advisory Group, LLC | 888 | $215.8K | 0.05% | +888 | New |
| Schwallier Wealth Management LLC | 890 | $216.3K | 0.15% | +890 | New |
| Patrick M Sweeney & Associates, Inc | 890 | $216.3K | 0.16% | +890 | New |
| SJS Investment Consulting Inc. | 890 | $216.3K | 0.04% | +52+6.2% | Added |
| Credit Agricole S A | 891 | $216.6K | 0.00% | +891 | New |
| Ramiah Investment Group | 891 | $216.6K | 0.20% | +891 | New |
| KC Investment Advisors, LLC | 892 | $216.8K | 0.09% | +892 | New |
| Ballew Advisors, Inc | 900 | $216.9K | 0.15% | −2,800−75.7% | Reduced |
| TCP Asset Management, LLC | 894 | $217.3K | 0.05% | −335−27.3% | Reduced |
| Rollins Financial Advisors, LLC | 895 | $217.5K | 0.04% | +895 | New |
| PPS&V Asset Management Consultants, Inc. | 895 | $217.5K | 0.15% | +895 | New |
| Cahaba Wealth Management, Inc. | 897 | $218.0K | 0.02% | −458−33.8% | Reduced |
| Royal Capital Wealth Management, LLC | 897 | $218.0K | 0.15% | +897 | New |
| Prosperitas Financial LLC | 897 | $218.0K | 0.12% | +897 | New |
| Horst & Graben Wealth Management LLC | 898 | $218.3K | 0.04% | +898 | New |
| Peninsula Wealth, LLC | 884 | $218.5K | 0.04% | +884 | New |
| Empire Financial Management Company, LLC | 899 | $218.5K | 0.07% | +899 | New |
| Price T Rowe Associates Inc | 900 | $219.0K | 0.00% | +900 | New |
| Harbor Capital Advisors, Inc. | 902 | $219.0K | 0.01% | +902 | New |
| Paragon Advisors, LLC | 904 | $219.7K | 0.07% | +904 | New |
| Sachetta, LLC | 904 | $219.7K | 0.09% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 906 | $220.2K | 0.13% | +906 | New |
| Oxford Financial Group Ltd | 907 | $220.5K | 0.01% | +907 | New |
| Golden State Equity Partners | 907 | $220.5K | 0.03% | +907 | New |
| Financial Freedom, LLC | 909 | $220.9K | 0.12% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 910 | $221.2K | 0.07% | +910 | New |
| American State Bank (Iowa) | 910 | $221.2K | 0.13% | +910 | New |
| Capital Analysts, LLC | 912 | $222.0K | 0.01% | −7,472−89.1% | Reduced |
| Villere St Denis J & Co LLC | 914 | $222.2K | 0.02% | +914 | New |
| Signet Financial Management, LLC | 917 | $222.9K | 0.03% | +917 | New |
| Keystone Wealth Services, LLC | 917 | $222.9K | 0.06% | +917 | New |
| Symphony Financial Services, Inc. | 919 | $223.4K | 0.19% | +919 | New |
| Stokes Family Office, LLC | 920 | $223.6K | 0.02% | +920 | New |
| Bullseye Investment Management, LLC | 928 | $224.0K | 0.13% | +928 | New |
| Picton Mahoney Asset Management | 920 | $224.0K | 0.01% | +920 | New |
| Boston Standard Wealth Management, LLC | 920 | $224.0K | 0.04% | +920 | New |
| Financial Security Advisor, Inc. | 930 | $226.0K | 0.06% | +930 | New |
| Souders Financial Advisors | 931 | $226.3K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 931 | $226.3K | 0.17% | 00.0% | Unchanged |
| Holderness Investments Co | 933 | $226.8K | 0.05% | +933 | New |
| City State Bank | 936 | $227.5K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 936 | $227.5K | 0.04% | +152+19.4% | Added |
| FSA Wealth Management LLC | 938 | $228.0K | 0.09% | +938 | New |
| Sloy Dahl & Holst, LLC | 940 | $228.5K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 941 | $228.8K | 0.03% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 942 | $229.0K | 0.07% | +942 | New |
| Walker Asset Management, LLC | 945 | $229.7K | 0.14% | 00.0% | Unchanged |
| LifePro Asset Management | 946 | $229.9K | 0.14% | +946 | New |
| Patriot Investment Management Inc. | 947 | $230.2K | 0.02% | −4−0.4% | Reduced |
| Westhampton Capital, LLC | 948 | $230.4K | 0.12% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 950 | $230.9K | 0.04% | −175−15.6% | Reduced |
| Lantern Wealth Advisors, LLC | 950 | $230.9K | 0.16% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 956 | $232.4K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 958 | $232.9K | 0.08% | +5+0.5% | Added |
| Rooted Wealth Advisors, Inc. | 956 | $233.0K | 0.10% | −105−9.9% | Reduced |
| One Day In July LLC | 960 | $233.3K | 0.03% | −102−9.6% | Reduced |
| Norris Perne & French LLP | 960 | $233.3K | 0.02% | −52−5.1% | Reduced |
| F/M Investments LLC | 953 | $233.5K | 0.01% | +953 | New |
| Graves-Light Private Wealth Management, Inc. | 962 | $233.8K | 0.03% | 00.0% | Unchanged |
| McDaniel Terry & Co | 964 | $234.0K | 0.02% | +964 | New |
| Collaborative Wealth Managment Inc. | 966 | $234.8K | 0.11% | +966 | New |
| DGS Capital Management, LLC | 968 | $235.3K | 0.06% | −1−0.1% | Reduced |
| SilverOak Wealth Management LLC | 969 | $235.5K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 971 | $236.0K | 0.06% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 974 | $236.7K | 0.12% | −1,627−62.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 976 | $237.2K | 0.10% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 976 | $237.2K | 0.14% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 977 | $237.5K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 980 | $238.2K | 0.02% | −65−6.2% | Reduced |
| Montz Harcus Wealth Management LLC | 982 | $238.7K | 0.14% | 00.0% | Unchanged |
| Black Point Wealth Management | 983 | $238.9K | 0.28% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 986 | $239.7K | 0.06% | −168−14.6% | Reduced |
| First Financial Corp | 986 | $239.7K | 0.11% | 00.0% | Unchanged |
| Consolidated Planning Corp | 987 | $239.9K | 0.04% | +987 | New |
| Gen-Wealth Partners Inc | 932 | $240.0K | 0.10% | +400+75.2% | Added |
| TrueWealth Advisors, LLC | 988 | $240.1K | 0.08% | −106−9.7% | Reduced |
| Maltin Wealth Management, Inc. | 990 | $240.6K | 0.12% | −96−8.8% | Reduced |
| Carlson Capital Management | 990 | $240.6K | 0.01% | 00.0% | Unchanged |