| Berkshire Asset Management LLC | 1,950 | $265.1K | 0.01% | +1,950 | New |
| Facet Wealth, Inc. | 1,949 | $265.0K | 0.00% | +1,949 | New |
| Capital Asset Advisory Services LLC | 1,601 | $264.8K | 0.01% | +1,601 | New |
| Symmetry Partners, LLC | 1,947 | $264.7K | 0.02% | +1,947 | New |
| Pacific Sage Partners, LLC | 1,946 | $264.5K | 0.04% | +1,946 | New |
| Clark Capital Management Group, Inc. | 1,945 | $264.5K | 0.00% | +1,945 | New |
| Investment Research Partners LLC | 1,945 | $264.5K | 0.11% | +1,945 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,937 | $263.4K | 0.21% | +1,937 | New |
| KFA Private Wealth Group, LLC | 1,928 | $262.3K | 0.06% | +1,928 | New |
| SlateStone Wealth, LLC | 1,927 | $262.0K | 0.02% | +1,927 | New |
| Clarion Wealth Managment Partners, LLC | 1,923 | $261.5K | 0.24% | +1,923 | New |
| Accelerate Investment Advisors LLC | 1,922 | $261.3K | 0.17% | +1,922 | 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 |
| Nicholas Hoffman & Company, LLC. | 1,916 | $260.5K | 0.01% | +1,916 | New |
| Battery Global Advisors, LLC | 1,915 | $260.4K | 0.14% | +1,911+47,775.0% | Added |
| Exencial Wealth Advisors, LLC | 1,913 | $260.1K | 0.01% | +1,913 | New |
| Spirepoint Private Client, LLC | 1,910 | $259.7K | 0.02% | +1,910 | New |
| Kapstone Financial Advisors LLC | 1,908 | $259.4K | 0.13% | +1,908 | New |
| Hartree Partners, LP | 1,900 | $258.3K | 0.06% | +1,900 | New |
| Symphony Financial, Ltd. Co. | 1,979 | $257.7K | 0.03% | +1,979 | New |
| Boltwood Capital Management | 1,895 | $257.7K | 0.07% | +1,895 | New |
| DV Trading LLC | 1,891 | $257.1K | 0.02% | +891+89.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,882 | $255.9K | 0.03% | −985−34.4% | Reduced |
| Security National Bank of Sioux City Iowa | 1,880 | $255.6K | 0.15% | +1,880 | New |
| Prosperity Consulting Group, LLC | 1,875 | $255.0K | 0.01% | +1,875 | New |
| Miller Capital Partners, Inc. | 1,873 | $254.7K | 0.12% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,872 | $254.6K | 0.01% | +1,872 | New |
| First Command Advisory Services, Inc. | 1,872 | $254.5K | 0.00% | +128+7.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 1,866 | $253.7K | 0.07% | +1,866 | New |
| Moseley Investment Management Inc | 1,864 | $253.4K | 0.08% | +1,864 | New |
| Squire Investment Management Company, LLC | 1,852 | $251.8K | 0.07% | +1,852 | New |
| Plante Moran Financial Advisors, LLC | 1,851 | $251.7K | 0.02% | −1,315−41.5% | Reduced |
| Range Advisory, LLC | 1,851 | $251.7K | 0.05% | +1,851 | 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 |
| Westmount Partners, LLC | 1,848 | $251.2K | 0.06% | +1,848 | New |
| Wealthquest Corp | 1,838 | $250.0K | 0.02% | +1,838 | New |
| Traphagen Investment Advisors LLC | 1,837 | $249.8K | 0.02% | +1,837 | New |
| CVA Family Office, LLC | 1,831 | $249.0K | 0.03% | +642+54.0% | Added |
| Olistico Wealth, LLC | 1,828 | $248.6K | 0.12% | −300−14.1% | Reduced |
| FSM Wealth Advisors, LLC | 1,823 | $247.9K | 0.03% | +1,823 | New |
| QTR Family Wealth, LLC | 1,432 | $247.5K | 0.10% | +1,432 | New |
| Legacy Capital Wealth Partners, LLC | 1,817 | $247.1K | 0.05% | +1,817 | New |
| Volterra Technologies LP | 1,816 | $246.9K | 0.18% | +1,816 | New |
| Ameritas Advisory Services, LLC | 1,815 | $246.9K | 0.01% | +1,815 | New |
| Financial Security Advisor, Inc. | 1,811 | $246.2K | 0.05% | +1,811 | New |
| LaSalle St. Investment Advisors, LLC | 1,809 | $246.1K | 0.03% | +1,809 | New |
| CFS Investment Advisory Services, LLC | 1,490 | $244.9K | 0.02% | +1,490 | New |
| Walter & Keenan Financial Consulting Co | 1,801 | $244.9K | 0.07% | +1,801 | New |
| Rhodes Investment Advisors Inc | 1,800 | $244.7K | 0.21% | +1,800 | New |
| Keel Point, LLC | 1,798 | $244.5K | 0.02% | +1,798 | New |
| Westbourne Investment Advisors, Inc. | 1,798 | $244.5K | 0.07% | +1,798 | New |
| McGlone Suttner Wealth Management, Inc. | 1,795 | $244.1K | 0.03% | +1,795 | New |
| Alexander Randolph Advisory, Inc. | 1,782 | $242.3K | 0.21% | −532−23.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,780 | $242.0K | 0.04% | −3,220−64.4% | Reduced |
| RDA Financial Network | 1,779 | $241.9K | 0.06% | +1,779 | New |
| Acumen Wealth Advisors, LLC | 1,777 | $241.6K | 0.06% | −22−1.2% | Reduced |
| AlTi Global, Inc. | 1,769 | $240.6K | 0.01% | +1,769 | New |
| Bernardo Wealth Planning LLC | 1,767 | $240.3K | 0.05% | +1,767 | New |
| ISAM Funds (UK) Ltd | 1,766 | $240.1K | 0.12% | +1,766 | New |
| Beacon Financial Advisory LLC | 1,766 | $240.1K | 0.05% | +1,766 | New |
| Pettyjohn, Wood & White, Inc | 1,760 | $239.3K | 0.04% | +1,760 | New |
| Financial Partners Group, Inc | 1,759 | $239.1K | 0.03% | +1,759 | New |
| Wedge Capital Management L L P | 1,751 | $238.1K | 0.00% | +1,751 | New |
| Johnson Financial Group, Inc. | 1,750 | $237.9K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,750 | $237.9K | 0.13% | +1,750 | New |
| Clare Market Investments LLC | 1,750 | $237.9K | 0.05% | +1,750 | New |
| waypoint wealth counsel | 1,748 | $237.7K | 0.12% | −1,319−43.0% | Reduced |
| Tritonpoint Wealth, LLC | 1,748 | $237.6K | 0.03% | +1,748 | New |
| WPG Advisers, LLC | 1,746 | $237.4K | 0.17% | +323+22.7% | Added |
| Pathway Financial Advisors LLC | 1,600 | $236.7K | 0.03% | +1,600 | New |
| Elevatus Welath Management | 1,740 | $236.6K | 0.12% | +1,740 | New |
| Kohmann Bosshard Financial Services, LLC | 1,738 | $236.3K | 0.02% | +234+15.6% | Added |
| Bull Harbor Capital LLC | 1,738 | $236.3K | 0.06% | +1,738 | New |
| Souders Financial Advisors | 1,737 | $236.1K | 0.03% | +1,737 | New |
| Childress Capital Advisors, LLC | 1,736 | $236.1K | 0.04% | +1,736 | New |
| Safeguard Investment Advisory Group, LLC | 1,731 | $235.5K | 0.07% | +1,731 | New |
| Keating Financial Advisory Services, Inc. | 1,726 | $234.7K | 0.04% | +107+6.6% | Added |
| Brookwood Investment Group LLC | 1,721 | $234.0K | 0.03% | −778−31.1% | Reduced |
| Gratus Wealth Advisors, LLC | 1,720 | $233.9K | 0.03% | +1,720 | New |
| Badgley Phelps Wealth Managers, LLC | 1,720 | $233.8K | 0.00% | +1,720 | New |
| Horst & Graben Wealth Management LLC | 1,388 | $233.1K | 0.03% | +1,388 | New |
| Fagan Associates, Inc. | 1,710 | $232.5K | 0.03% | +1,710 | New |
| Fingerlakes Wealth Management, Inc. | 1,709 | $232.4K | 0.15% | +1,709 | New |
| Alteri Wealth LLC | 1,708 | $232.2K | 0.08% | +1,708 | New |
| Bank Ozk | 1,708 | $232.2K | 0.08% | +1,708 | New |
| Wayfinding Financial, LLC | 1,704 | $231.0K | 0.10% | +1,704 | New |
| Jacobsen Capital Management | 1,696 | $230.6K | 0.08% | +1,696 | New |
| XML Financial, LLC | 1,689 | $229.7K | 0.02% | −653−27.9% | Reduced |
| Twin Capital Management Inc | 1,688 | $229.5K | 0.03% | +1,688 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,682 | $228.7K | 0.01% | +1,682 | New |
| West Family Investments, Inc. | 1,681 | $228.6K | 0.08% | −2,550−60.3% | Reduced |
| Mezzasalma Advisors, LLC | 1,679 | $228.3K | 0.06% | +1,679 | New |
| Winthrop Advisory Group LLC | 1,678 | $228.2K | 0.02% | +1,678 | New |
| Winter & Associates, Inc. | 1,557 | $228.1K | 0.20% | +1,557 | New |
| Millennium Capital Advisors, LLC | 1,676 | $227.9K | 0.14% | +1,676 | New |
| Fidelity D & D Bancorp Inc | 1,674 | $227.6K | 0.09% | +1,674 | New |
| Inspire Advisors, LLC | 1,672 | $227.3K | 0.02% | +1,672 | New |
| Charter Trust Co | 1,669 | $226.9K | 0.01% | +1,669 | New |
