| Foster Group, Inc. | 1,666 | $226.5K | 0.01% | +1,666 | New |
| Means Investment Co., Inc. | 1,664 | $226.2K | 0.02% | +1,664 | New |
| Lee Danner & Bass Inc | 1,663 | $226.1K | 0.01% | +1,663 | New |
| Canopy Partners, LLC | 1,663 | $226.1K | 0.08% | +1,663 | New |
| Arwa LLC | 1,330 | $225.8K | 0.11% | −1,111−45.5% | Reduced |
| Portfolio Design Labs, LLC | 1,655 | $225.0K | 0.04% | +1,655 | New |
| Financial Advisors Network, Inc. | 1,648 | $224.1K | 0.03% | +1,648 | New |
| Altfest L J & Co Inc | 1,648 | $224.0K | 0.02% | +1,648 | New |
| Wealth Watch Advisors, INC | 1,632 | $221.9K | 0.09% | +1,110+212.6% | Added |
| Security Financial Services, INC. | 1,632 | $221.9K | 0.04% | +1,632 | New |
| Sunbeam Capital Management, LLC | 1,628 | $221.3K | 0.13% | +1,628 | New |
| Warwick Investment Management, Inc. | 1,627 | $221.2K | 0.03% | +1,627 | New |
| Journey Retirement Planning & Investment Management LLC | 1,618 | $220.0K | 0.19% | −5,074−75.8% | Reduced |
| Vaughan David Investments LLC | 1,615 | $220.0K | 0.00% | +1,615 | New |
| Financial Futures Ltd Liability Co. | 1,617 | $219.9K | 0.10% | +1,617 | New |
| Peak Wealth Management LLC | 1,615 | $219.6K | 0.18% | +1,615 | New |
| Leelyn Smith, LLC | 1,609 | $218.8K | 0.03% | +1,609 | New |
| Canal Capital Management, LLC | 1,607 | $218.5K | 0.03% | +1,607 | New |
| 55 North Private Wealth, LLC | 1,604 | $218.1K | 0.06% | +1,604 | New |
| Aspiriant, LLC | 1,602 | $217.8K | 0.01% | +1,602 | New |
| Roberts Wealth Advisors, LLC | 1,602 | $217.8K | 0.06% | +1,602 | New |
| Costello Asset Management, INC | 1,601 | $217.7K | 0.08% | +625+64.0% | Added |
| North Dallas Bank & Trust Co | 1,601 | $217.7K | 0.15% | +1,601 | New |
| Summit Wealth Group LLC | 1,601 | $217.7K | 0.02% | +1,601 | New |
| CNB Bank | 1,600 | $217.6K | 0.09% | +75+4.9% | Added |
| Douglas Lane & Associates, LLC | 1,600 | $217.6K | 0.00% | +1,600 | New |
| Lantern Wealth Advisors, LLC | 1,600 | $217.6K | 0.11% | +1,600 | New |
| Rockbridge Investment Management, LCC | 1,598 | $217.3K | 0.02% | +1,598 | New |
| Madison Asset Management, LLC | 1,598 | $217.3K | 0.00% | +1,598 | New |
| Astoria Portfolio Advisors LLC. | 1,288 | $216.3K | 0.05% | +1,288 | New |
| Valley Forge Investment Consultants Inc Adv | 1,591 | $216.3K | 0.06% | +1,591 | New |
| KPP Advisory Services LLC | 1,591 | $216.3K | 0.03% | +1,591 | New |
| Beaird Harris Wealth Management, LLC | 1,589 | $216.0K | 0.01% | −63−3.8% | Reduced |
| SHP Wealth Management | 1,587 | $215.8K | 0.02% | +344+27.7% | Added |
| Drucker Wealth 3.0, LLC | 1,583 | $215.3K | 0.04% | +1,583 | New |
| ShoreHaven Wealth Partners, LLC | 1,581 | $215.0K | 0.08% | +1,581 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,580 | $214.9K | 0.01% | +1,580 | New |
| Allegiance Financial Group Advisory Services LLC | 1,578 | $214.6K | 0.04% | +1,578 | New |
| White Lighthouse Investment Management Inc. | 1,576 | $214.3K | 0.03% | +1,576 | New |
| Heartland Bank & Trust Co | 1,574 | $214.0K | 0.05% | +1,574 | New |
| Lynx Investment Advisory | 1,572 | $213.7K | 0.10% | +1,572 | New |
| Thayer Financial, L.L.C. | 1,568 | $213.2K | 0.22% | −1,627−50.9% | Reduced |
| M3 Advisory Group, LLC | 1,560 | $212.2K | 0.13% | +1,560 | New |
| Asset Dedication, LLC | 1,560 | $212.1K | 0.01% | −526−25.2% | Reduced |
| Allied Investment Advisors, LLC | 1,544 | $209.9K | 0.03% | +1,544 | New |
| Swisher Financial Concepts, Inc. | 1,541 | $209.5K | 0.12% | +1,541 | New |
| Tribridge Partners Financial LLC | 1,416 | $209.5K | 0.09% | +1,416 | New |
| Gryphon Financial Partners LLC | 1,538 | $209.2K | 0.02% | +1,538 | New |
| Pacitti Group Inc. | 1,536 | $208.8K | 0.08% | +1,536 | New |
| IPG Investment Advisors LLC | 1,531 | $208.2K | 0.04% | +1,531 | New |
| Willis Johnson & Associates, Inc. | 1,528 | $207.8K | 0.01% | +1,528 | New |
| Nia Impact Advisors, LLC | 1,527 | $207.6K | 0.09% | +1,527 | New |
| MB, Levis & Associates, LLC | 1,525 | $207.4K | 0.09% | +1+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,522 | $206.9K | 0.05% | +24+1.6% | Added |
| Good Steward Wealth Advisors,LLC | 1,516 | $206.1K | 0.13% | +1,516 | New |
| PFG Advisors | 1,514 | $205.9K | 0.01% | +1,514 | New |
| Southern Michigan Bank & Trust | 1,511 | $205.5K | 0.08% | +1,511 | New |
| Investment Advisory Services Inc | 1,507 | $204.9K | 0.07% | +1,507 | New |
| Charles Schwab Trust Co | 1,505 | $204.6K | 0.01% | +1,505 | New |
| Roble, Belko & Company, Inc | 1,500 | $204.0K | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,500 | $204.0K | 0.01% | +1,500 | New |
| 1832 Asset Management L.P. | 1,500 | $204.0K | 0.00% | +1,500 | New |
| Harvey Capital Management Inc | 1,500 | $204.0K | 0.05% | +1,500 | New |
| Greatmark Investment Partners, Inc. | 1,500 | $204.0K | 0.02% | +1,500 | New |
| Black Swift Group, LLC | 1,500 | $204.0K | 0.04% | +1,500 | New |
| Rossmore Private Capital | 1,500 | $204.0K | 0.02% | +1,500 | New |
| Cladis Investment Advisory, LLC | 1,500 | $204.0K | 0.11% | +1,500 | New |
| Slocum, Gordon & Co LLP | 1,500 | $204.0K | 0.14% | +1,500 | New |
| Cove Private Wealth, LLC | 1,500 | $204.0K | 0.05% | +1,500 | New |
| Harrell Investment Partners, LLC | 1,496 | $203.4K | 0.05% | +1,496 | New |
| Alerus Financial NA | 1,494 | $203.1K | 0.01% | +1,494 | New |
| Waldron Private Wealth LLC | 1,494 | $203.1K | 0.01% | +1,494 | New |
| Sterling Group Wealth Management, LLC | 1,492 | $202.9K | 0.10% | +1,492 | New |
| Cross Staff Investments Inc | 1,492 | $202.9K | 0.13% | +1,492 | New |
| Cypress Wealth Services, LLC | 1,492 | $202.8K | 0.03% | +1,492 | New |
| Net Worth Advisory Group | 1,491 | $202.8K | 0.04% | −5,610−79.0% | Reduced |
| Adkins Seale Capital Management LLC | 1,491 | $202.7K | 0.20% | −151−9.2% | Reduced |
| Live Oak Private Wealth LLC | 1,491 | $202.7K | 0.03% | +1,491 | New |
| Diversified Portfolios, Inc. | 1,485 | $201.9K | 0.02% | +1,485 | New |
| Wulff, Hansen & Co. | 1,484 | $201.8K | 0.21% | +1,484 | New |
| Ashton Thomas Private Wealth, LLC | 1,478 | $201.0K | 0.00% | +1,478 | New |
| Affinity Capital Advisors, LLC | 1,476 | $200.8K | 0.03% | +1,476 | New |
| Roberts Glore & Co Inc | 1,476 | $200.7K | 0.06% | +1,476 | New |
| Chesapeake Wealth Management | 1,475 | $200.6K | 0.06% | +1,475 | New |
| Evolution Wealth Advisors, LLC | 1,474 | $200.4K | 0.02% | +1,474 | New |
| Vega Investment Solutions | 1,447 | $196.7K | 0.05% | +1,447 | New |
| Dougherty Wealth Advisers LLC | 1,444 | $196.3K | 0.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,444 | $196.3K | 0.01% | +24+1.7% | Added |
| Evergreen Private Wealth LLC | 1,438 | $195.6K | 0.08% | −414−22.4% | Reduced |
| Phillip James Consulting Co. | 1,440 | $195.0K | 0.15% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $187.6K | 0.06% | −220−13.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,345 | $183.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,334 | $181.3K | 0.01% | +501+60.1% | Added |
| Quaker Wealth Management, LLC | 1,313 | $178.5K | 0.06% | +8+0.6% | Added |
| Duncker Streett & Co Inc | 1,300 | $176.8K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,293 | $175.8K | 0.03% | −22,178−94.5% | Reduced |
| Global Trust Asset Management, LLC | 1,240 | $168.6K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,235 | $167.9K | 0.01% | −163−11.7% | Reduced |
| RWM Asset Management, LLC | 1,215 | $165.2K | 0.02% | +1,215 | New |
| Crewe Advisors LLC | 1,203 | $163.6K | 0.01% | +25+2.1% | Added |