| Beacon Financial Advisory LLC | 1,766 | $240.1K | 0.05% | +1,766 | New |
| ISAM Funds (UK) Ltd | 1,766 | $240.1K | 0.12% | +1,766 | New |
| Bernardo Wealth Planning LLC | 1,767 | $240.3K | 0.05% | +1,767 | New |
| AlTi Global, Inc. | 1,769 | $240.6K | 0.01% | +1,769 | New |
| Acumen Wealth Advisors, LLC | 1,777 | $241.6K | 0.06% | −22−1.2% | Reduced |
| RDA Financial Network | 1,779 | $241.9K | 0.06% | +1,779 | New |
| Dynamic Technology Lab Private Ltd | 1,780 | $242.0K | 0.04% | −3,220−64.4% | Reduced |
| Alexander Randolph Advisory, Inc. | 1,782 | $242.3K | 0.21% | −532−23.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,795 | $244.1K | 0.03% | +1,795 | New |
| Westbourne Investment Advisors, Inc. | 1,798 | $244.5K | 0.07% | +1,798 | New |
| Keel Point, LLC | 1,798 | $244.5K | 0.02% | +1,798 | New |
| Rhodes Investment Advisors Inc | 1,800 | $244.7K | 0.21% | +1,800 | New |
| Walter & Keenan Financial Consulting Co | 1,801 | $244.9K | 0.07% | +1,801 | New |
| CFS Investment Advisory Services, LLC | 1,490 | $244.9K | 0.02% | +1,490 | New |
| LaSalle St. Investment Advisors, LLC | 1,809 | $246.1K | 0.03% | +1,809 | New |
| Financial Security Advisor, Inc. | 1,811 | $246.2K | 0.05% | +1,811 | New |
| Ameritas Advisory Services, LLC | 1,815 | $246.9K | 0.01% | +1,815 | New |
| Volterra Technologies LP | 1,816 | $246.9K | 0.18% | +1,816 | New |
| Legacy Capital Wealth Partners, LLC | 1,817 | $247.1K | 0.05% | +1,817 | New |
| QTR Family Wealth, LLC | 1,432 | $247.5K | 0.10% | +1,432 | New |
| FSM Wealth Advisors, LLC | 1,823 | $247.9K | 0.03% | +1,823 | New |
| Olistico Wealth, LLC | 1,828 | $248.6K | 0.12% | −300−14.1% | Reduced |
| CVA Family Office, LLC | 1,831 | $249.0K | 0.03% | +642+54.0% | Added |
| Traphagen Investment Advisors LLC | 1,837 | $249.8K | 0.02% | +1,837 | New |
| Wealthquest Corp | 1,838 | $250.0K | 0.02% | +1,838 | New |
| Westmount Partners, LLC | 1,848 | $251.2K | 0.06% | +1,848 | New |
| Truepoint, Inc. | 1,848 | $251.3K | 0.01% | +1,848 | New |
| Smith Partners Wealth Management, LLC | 1,848 | $251.3K | 0.23% | +1,848 | New |
| Range Advisory, LLC | 1,851 | $251.7K | 0.05% | +1,851 | New |
| Plante Moran Financial Advisors, LLC | 1,851 | $251.7K | 0.02% | −1,315−41.5% | Reduced |
| Squire Investment Management Company, LLC | 1,852 | $251.8K | 0.07% | +1,852 | New |
| Moseley Investment Management Inc | 1,864 | $253.4K | 0.08% | +1,864 | New |
| RFG - Bristol Wealth Advisors, LLC | 1,866 | $253.7K | 0.07% | +1,866 | New |
| First Command Advisory Services, Inc. | 1,872 | $254.5K | 0.00% | +128+7.3% | Added |
| Robertson Stephens Wealth Management, LLC | 1,872 | $254.6K | 0.01% | +1,872 | New |
| Miller Capital Partners, Inc. | 1,873 | $254.7K | 0.12% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,875 | $255.0K | 0.01% | +1,875 | New |
| Security National Bank of Sioux City Iowa | 1,880 | $255.6K | 0.15% | +1,880 | New |
| Pekin Hardy Strauss, Inc. | 1,882 | $255.9K | 0.03% | −985−34.4% | Reduced |
| DV Trading LLC | 1,891 | $257.1K | 0.02% | +891+89.1% | Added |
| Boltwood Capital Management | 1,895 | $257.7K | 0.07% | +1,895 | New |
| Symphony Financial, Ltd. Co. | 1,979 | $257.7K | 0.03% | +1,979 | New |
| Hartree Partners, LP | 1,900 | $258.3K | 0.06% | +1,900 | New |
| Kapstone Financial Advisors LLC | 1,908 | $259.4K | 0.13% | +1,908 | New |
| Spirepoint Private Client, LLC | 1,910 | $259.7K | 0.02% | +1,910 | New |
| Exencial Wealth Advisors, LLC | 1,913 | $260.1K | 0.01% | +1,913 | New |
| Battery Global Advisors, LLC | 1,915 | $260.4K | 0.14% | +1,911+47,775.0% | Added |
| Nicholas Hoffman & Company, LLC. | 1,916 | $260.5K | 0.01% | +1,916 | New |
| Red Wave Investments LLC | 1,921 | $261.2K | 0.08% | +1,921 | New |
| Schear Investment Advisers, LLC | 1,921 | $261.2K | 0.12% | +1,921 | New |
| Accelerate Investment Advisors LLC | 1,922 | $261.3K | 0.17% | +1,922 | New |
| Clarion Wealth Managment Partners, LLC | 1,923 | $261.5K | 0.24% | +1,923 | New |
| SlateStone Wealth, LLC | 1,927 | $262.0K | 0.02% | +1,927 | New |
| KFA Private Wealth Group, LLC | 1,928 | $262.3K | 0.06% | +1,928 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,937 | $263.4K | 0.21% | +1,937 | New |
| Investment Research Partners LLC | 1,945 | $264.5K | 0.11% | +1,945 | New |
| Clark Capital Management Group, Inc. | 1,945 | $264.5K | 0.00% | +1,945 | New |
| Pacific Sage Partners, LLC | 1,946 | $264.5K | 0.04% | +1,946 | New |
| Symmetry Partners, LLC | 1,947 | $264.7K | 0.02% | +1,947 | New |
| Capital Asset Advisory Services LLC | 1,601 | $264.8K | 0.01% | +1,601 | New |
| Facet Wealth, Inc. | 1,949 | $265.0K | 0.00% | +1,949 | New |
| Berkshire Asset Management LLC | 1,950 | $265.1K | 0.01% | +1,950 | New |
| Van Strum & Towne Inc. | 1,950 | $265.1K | 0.08% | +1,950 | New |
| Brooks, Moore & Associates, Inc. | 1,957 | $266.1K | 0.13% | +1,957 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,961 | $266.7K | 0.01% | +1,961 | New |
| JNBA Financial Advisors | 1,965 | $267.2K | 0.02% | +106+5.7% | Added |
| OneAscent Family Office, LLC | 1,971 | $268.0K | 0.19% | +1,971 | New |
| Thoma Capital Management LLC | 1,974 | $268.5K | 0.16% | +1,974 | New |
| Mengis Capital Management, Inc. | 1,975 | $268.6K | 0.05% | +1,975 | New |
| Hexagon Capital Partners LLC | 1,976 | $268.7K | 0.04% | +1,976 | New |
| Chancellor Financial Group WB LP | 1,980 | $269.2K | 0.19% | −448−18.5% | Reduced |
| Aspire Capital Advisors LLC | 1,983 | $269.6K | 0.06% | +1,983 | New |
| O'Brien Greene & Co. Inc | 1,983 | $269.6K | 0.08% | +1,983 | New |
| Beacon Bridge Wealth Partners, LLC | 1,985 | $269.9K | 0.09% | +1,985 | New |
| Impact Capital Partners LLC | 1,991 | $270.7K | 0.08% | +1,991 | New |
| ProCore Advisors, LLC | 1,993 | $271.0K | 0.42% | +1,993 | New |
| Baron Wealth Management LLC | 1,995 | $271.3K | 0.08% | +1,995 | New |
| Van Hulzen Asset Management, LLC | 1,996 | $271.4K | 0.02% | +1,996 | New |
| Seed Wealth Management, Inc. | 1,998 | $271.7K | 0.19% | +1,998 | New |
| Curat Global, LLC | 2,000 | $271.9K | 0.27% | −100−4.8% | Reduced |
| Fenimore Asset Management Inc | 2,000 | $271.9K | 0.01% | +2,000 | New |
| Saturna Capital CORP | 2,000 | $271.9K | 0.00% | +2,000 | New |
| Neumann Capital Management, LLC | 2,000 | $271.9K | 0.08% | +2,000 | New |
| Next Capital Management LLC | 2,000 | $271.9K | 0.08% | +2,000 | New |
| Purpose Unlimited Inc. | 2,000 | $271.9K | 0.01% | +2,000 | New |
| Woodward Diversified Capital, LLC | 1,656 | $272.2K | 0.12% | +1,656 | New |
| Waterloo Capital, L.P. | 2,006 | $272.7K | 0.02% | +2,006 | New |
| Caldwell Sutter Capital, Inc. | 2,009 | $273.2K | 0.11% | +178+9.7% | Added |
| Crawford Investment Counsel Inc | 2,015 | $274.0K | 0.00% | +2,015 | New |
| Lazard Asset Management LLC | 2,017 | $274.3K | 0.00% | +2,017 | New |
| Sunflower Bank, N.A. | 2,017 | $274.3K | 0.07% | +2,017 | New |
| Guardian Wealth Advisors, LLC | 2,019 | $274.5K | 0.02% | −848−29.6% | Reduced |
| Aurdan Capital Management, LLC | 2,021 | $274.8K | 0.08% | +2,021 | New |
| Signet Financial Management, LLC | 2,022 | $274.9K | 0.03% | +2,022 | New |
| BlackDiamond Wealth Management Inc. | 2,022 | $275.0K | 0.13% | −302−13.0% | Reduced |
| Root Financial Partners, LLC | 2,029 | $275.9K | 0.01% | +658+48.0% | Added |
| Whelan Financial | 2,030 | $276.0K | 0.09% | +2,030 | New |
| TABR Capital Management, LLC | 2,031 | $276.2K | 0.25% | −981−32.6% | Reduced |
| OneAscent Financial Services LLC | 2,033 | $276.4K | 0.01% | +2,033 | New |
| Financial Planning Hawaii, Inc. | 2,035 | $276.7K | 0.16% | +2,035 | New |
