| Caldwell Sutter Capital, Inc. | 235 | $83.5K | 0.04% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 238 | $84.6K | 0.02% | +38+19.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 244 | $87.0K | 0.03% | −158−39.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 250 | $88.9K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 251 | $89.0K | 0.03% | +251 | New |
| Bell Investment Advisors, Inc | 265 | $94.2K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 256 | $94.9K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 271 | $96.3K | 0.00% | +29+12.0% | Added |
| Creative Capital Management Investments LLC | 272 | $96.7K | 0.03% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 273 | $97.0K | 0.07% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 275 | $97.8K | 0.17% | −30−9.8% | Reduced |
| Crews Bank & Trust | 278 | $98.8K | 0.01% | +10+3.7% | Added |
| Addison Advisors LLC | 281 | $99.9K | 0.02% | −4−1.4% | Reduced |
| Toth Financial Advisory Corp | 286 | $101.7K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 290 | $103.1K | 0.01% | +100+52.6% | Added |
| Imprint Wealth LLC | 292 | $103.8K | 0.33% | +292 | New |
| Sittner & Nelson, LLC | 295 | $104.9K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 295 | $104.9K | 0.06% | +15+5.4% | Added |
| Costello Asset Management, INC | 297 | $105.6K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $106.6K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $106.6K | 0.02% | +300 | New |
| Corundum Trust Company, INC | 303 | $107.7K | 0.23% | +303 | New |
| Godsey & Gibb Associates | 322 | $114.5K | 0.01% | +63+24.3% | Added |
| Holos Integrated Wealth LLC | 311 | $114.8K | 0.07% | 00.0% | Unchanged |
| American National Bank | 331 | $117.7K | 0.01% | +40+13.7% | Added |
| Howard Capital Management Group, LLC | 345 | $122.6K | 0.01% | +345 | New |
| Tripletail Wealth Management, LLC | 337 | $123.2K | 0.15% | +337 | New |
| Chung Wu Investment Group, LLC | 358 | $127.3K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management | 360 | $128.0K | 0.07% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 365 | $129.7K | 0.10% | −1−0.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 366 | $130.1K | 0.03% | 00.0% | Unchanged |
| QVR LLC | 366 | $130.1K | 0.16% | +205+127.3% | Added |
| Missouri Trust & Investment Co | 370 | $131.5K | 0.04% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 374 | $132.9K | 0.05% | −30−7.4% | Reduced |
| TD Capital Management LLC | 375 | $133.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 375 | $134.0K | 0.07% | −1,635−81.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 378 | $134.4K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 380 | $135.1K | 0.05% | −100−20.8% | Reduced |
| Richard W. Paul & Associates, LLC | 384 | $136.5K | 0.05% | −70−15.4% | Reduced |
| Kentucky Trust Co | 385 | $136.9K | 0.07% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 398 | $141.5K | 0.08% | −34−7.9% | Reduced |
| American Wealth Advisors, LLC | 400 | $142.2K | 0.14% | +400 | New |
| Truvestments Capital LLC | 406 | $144.3K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 408 | $145.0K | 0.03% | +123+43.2% | Added |
| Hoey Investments, Inc | 420 | $149.3K | 0.02% | +100+31.3% | Added |
| Cary Street Partner Investment Advisory LLC | 422 | $150.0K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 423 | $150.4K | 0.01% | +50+13.4% | Added |
| Vision Financial Markets LLC | 425 | $151.1K | 0.13% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 430 | $152.9K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 440 | $156.4K | 0.01% | +440 | New |
| Cheviot Value Management, LLC | 434 | $158.1K | 0.02% | +39+9.9% | Added |
| New England Capital Financial Advisors LLC | 447 | $159.0K | 0.07% | +19+4.4% | Added |
| Bangor Savings Bank | 450 | $160.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 450 | $160.0K | 0.11% | +450 | New |
| Redmont Wealth Advisors LLC | 454 | $161.4K | 0.22% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 455 | $161.7K | 0.03% | +243+114.6% | Added |
| Cutler Capital Management, LLC | 456 | $162.1K | 0.05% | +61+15.4% | Added |
| McCarthy Grittinger Financial Group, LLC | 456 | $162.1K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 467 | $166.3K | 0.08% | +242+107.6% | Added |
| Stuart Chaussee & Associates, Inc. | 475 | $168.8K | 0.04% | +225+90.0% | Added |
| III Capital Management | 477 | $169.6K | 0.04% | +477 | New |
| Old Second National Bank of Aurora | 489 | $173.8K | 0.04% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 493 | $175.2K | 0.05% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 495 | $176.0K | 0.16% | −102−17.1% | Reduced |
| Pineridge Advisors LLC | 497 | $176.7K | 0.05% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 499 | $177.4K | 0.09% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 500 | $177.7K | 0.08% | 00.0% | Unchanged |
| Concord Wealth Partners | 503 | $178.9K | 0.02% | −176−25.9% | Reduced |
| Resources Management Corp | 505 | $180.0K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 512 | $182.0K | 0.02% | +237+86.2% | Added |
| Evermay Wealth Management LLC | 515 | $183.1K | 0.02% | −11−2.1% | Reduced |
| Field & Main Bank | 516 | $183.4K | 0.05% | +76+17.3% | Added |
| ZRC Wealth Management, LLC | 528 | $187.7K | 0.07% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 530 | $188.4K | 0.04% | +6+1.1% | Added |
| Birch Capital Management, LLC | 535 | $190.2K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 541 | $192.3K | 0.01% | −845−61.0% | Reduced |
| Piscataqua Savings Bank | 544 | $193.4K | 0.15% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 550 | $195.5K | 0.09% | +550 | New |
| Sterling Capital Management LLC | 560 | $199.1K | 0.00% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 565 | $200.0K | 0.07% | +565 | New |
| LifeGoal Wealth Advisors | 564 | $200.5K | 0.17% | +564 | New |
| TSA Wealth Managment LLC | 566 | $201.2K | 0.07% | +566 | New |
| Sterling Investment Advisors, Ltd. | 569 | $202.3K | 0.04% | +569 | New |
| Guided Capital Wealth Management, LLC | 570 | $202.6K | 0.17% | +570 | New |
| Magnolia Capital Advisors LLC | 571 | $203.0K | 0.05% | +571 | New |
| Kirkwood Financial Services | 571 | $203.1K | 0.08% | +571 | New |
| BCS Wealth Management | 572 | $203.3K | 0.05% | −321−35.9% | Reduced |
| Foundry Financial Group, Inc. | 572 | $203.3K | 0.11% | +572 | New |
| Rooted Wealth Advisors, Inc. | 569 | $203.5K | 0.06% | +569 | New |
| Lakeridge Wealth Management LLC | 574 | $204.0K | 0.09% | +574 | New |
| Pachira Investments Inc. | 574 | $204.0K | 0.11% | +574 | New |
| Osprey Private Wealth LLC | 575 | $204.4K | 0.07% | +575 | New |
| Seneschal Advisors, LLC | 575 | $204.4K | 0.15% | +575 | New |
| Spinnaker Investment Group, LLC | 576 | $204.8K | 0.04% | +576 | New |
| Guardian Partners Inc. | 578 | $205.8K | 0.02% | +578 | New |
| Cobblestone Asset Management LLC | 579 | $205.8K | 0.09% | +579 | New |
| Lummis Asset Management, LP | 580 | $206.2K | 0.14% | +55+10.5% | Added |
| Byrne Financial Freedom, LLC | 580 | $206.2K | 0.10% | −281−32.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 581 | $206.5K | 0.02% | +581 | New |
| Security Financial Services, INC. | 582 | $206.9K | 0.03% | +582 | New |
