| Blume Capital Management, Inc. | 530 | $194.3K | 0.04% | −11−2.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 537 | $196.8K | 0.32% | −16−2.9% | Reduced |
| NewSquare Capital LLC | 537 | $196.9K | 0.01% | +250+87.1% | Added |
| Clarity Wealth Development LLC | 546 | $200.0K | 0.20% | +546 | New |
| Pinnacle Wealth Management Group, Inc. | 546 | $200.1K | 0.11% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 548 | $200.9K | 0.09% | −36−6.2% | Reduced |
| Orgel Wealth Management, LLC | 549 | $201.3K | 0.00% | +549 | New |
| Future Financial Wealth Managment LLC | 550 | $201.7K | 0.14% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 551 | $201.8K | 0.14% | +1+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 552 | $202.0K | 0.02% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 552 | $202.0K | 0.08% | +552 | New |
| Access Investment Management LLC | 551 | $202.0K | 0.06% | +551 | New |
| McCarthy & Cox | 553 | $202.6K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Corp | 553 | $202.6K | 0.03% | +553 | New |
| North Berkeley Wealth Management, LLC | 553 | $202.8K | 0.19% | −150−21.3% | Reduced |
| Sendero Wealth Management, LLC | 553 | $202.8K | 0.03% | −49−8.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 554 | $203.1K | 0.07% | +554 | New |
| Index Fund Advisors, Inc. | 555 | $203.5K | 0.01% | +555 | New |
| Orin Green Financial, LLC | 557 | $204.2K | 0.09% | +557 | New |
| Eaton-Cambridge Inc. | 557 | $204.2K | 0.08% | +557 | New |
| Investment Planning Advisors, Inc. | 557 | $204.4K | 0.07% | +557 | New |
| Conway Capital Management, Inc. | 561 | $205.7K | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 562 | $206.1K | 0.05% | +562 | New |
| Seaside Wealth Management, Inc. | 562 | $206.1K | 0.07% | +562 | New |
| National Wealth Management Group, LLC | 563 | $206.6K | 0.12% | −1,177−67.6% | Reduced |
| Baring Financial LLC | 565 | $207.0K | 0.15% | −20−3.4% | Reduced |
| Requisite Capital Management, LLC | 565 | $207.2K | 0.04% | +565 | New |
| Capital Management Associates, Inc | 566 | $207.5K | 0.07% | −476−45.7% | Reduced |
| Financial Harvest, LLC | 567 | $207.9K | 0.16% | +567 | New |
| Proathlete Wealth Management LLC | 566 | $207.9K | 0.07% | +1+0.2% | Added |
| Avion Wealth | 568 | $208.0K | 0.05% | −4−0.7% | Reduced |
| Camarda Financial Advisors, LLC | 568 | $208.1K | 0.08% | −65−10.3% | Reduced |
| Opes Wealth Management LLC | 569 | $208.6K | 0.04% | −29−4.8% | Reduced |
| Bellecapital International Ltd. | 569 | $208.6K | 0.04% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 569 | $208.7K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 570 | $209.0K | 0.03% | −346−37.8% | Reduced |
| Walker Financial Services, Inc. | 571 | $209.4K | 0.10% | +3+0.5% | Added |
| Rocky Mountain Advisers, LLC | 572 | $209.6K | 0.06% | +1+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 572 | $209.7K | 0.06% | 00.0% | Unchanged |
| Vista Cima Wealth Management LLC | 573 | $210.1K | 0.20% | +7+1.2% | Added |
| Brio Consultants, LLC | 574 | $210.5K | 0.03% | +26+4.7% | Added |
| Quaker Wealth Management, LLC | 574 | $210.5K | 0.07% | +574 | New |
| Integris Wealth Management, LLC | 575 | $210.6K | 0.05% | +575 | New |
| Horizon Investment Services, LLC | 574 | $210.7K | 0.09% | −22−3.7% | Reduced |
| Sculati Wealth Management, LLC | 575 | $210.8K | 0.08% | −95−14.2% | Reduced |
| Custos Family Office, LLC | 576 | $211.1K | 0.07% | +576 | New |
| Voisard Asset Management Group, Inc. | 576 | $211.2K | 0.05% | +576 | New |
| Convergence Financial, LLC | 579 | $212.3K | 0.04% | −16−2.7% | Reduced |
| Net Worth Advisory Group | 579 | $212.5K | 0.05% | +579 | New |
| Teza Capital Management LLC | 580 | $212.7K | 0.16% | −4,675−89.0% | Reduced |
| Petra Financial Advisors Inc | 580 | $212.7K | 0.13% | 00.0% | Unchanged |
| Signal Tree Financial Partners LLC | 580 | $212.7K | 0.18% | 00.0% | Unchanged |
| BIP Alliance, LLC | 580 | $212.8K | 0.08% | +580 | New |
| Ehrlich Financial Group | 581 | $212.9K | 0.14% | +581 | New |
| Robinson Value Management, Ltd. | 583 | $213.8K | 0.13% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 583 | $213.8K | 0.18% | +583 | New |
| Everest Management Corp. | 584 | $214.1K | 0.15% | +584 | New |
| SWAN Capital LLC | 585 | $214.4K | 0.09% | +17+3.0% | Added |
| My Purposeful Wealth Corp. | 555 | $214.9K | 0.08% | +555 | New |
| Presidio Capital Management, LLC | 587 | $215.1K | 0.08% | +11+1.9% | Added |
| Pacific Center for Financial Services | 587 | $215.1K | 0.06% | +2+0.3% | Added |
| Whelan Financial | 587 | $215.2K | 0.08% | +587 | New |
| Pure Portfolios Holdings LLC | 587 | $215.3K | 0.07% | −36−5.8% | Reduced |
| Capasso Planning Partners LLC | 588 | $215.5K | 0.12% | −2−0.3% | Reduced |
| Scratch Capital LLC | 588 | $215.6K | 0.18% | +4+0.7% | Added |
| Twelve Points Wealth Management LLC | 589 | $215.8K | 0.06% | −16−2.6% | Reduced |
| Hendley & Co Inc | 590 | $216.0K | 0.08% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 589 | $216.0K | 0.08% | +23+4.1% | Added |
| Prosperity Wealth Management, Inc. | 590 | $216.2K | 0.08% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 590 | $216.3K | 0.21% | +20+3.5% | Added |
| High Falls Advisors, Inc | 590 | $216.3K | 0.05% | +590 | New |
| Brueske Advisory Services, LLC | 591 | $216.7K | 0.15% | +7+1.2% | Added |
| Goodwin Investment Advisory | 591 | $216.9K | 0.25% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 608 | $217.9K | 0.17% | +48+8.6% | Added |
| OneAscent Investment Solutions LLC | 594 | $218.0K | 0.23% | +48+8.8% | Added |
| HF Advisory Group, LLC | 596 | $218.5K | 0.09% | −15−2.5% | Reduced |
| Worth Asset Management, LLC | 597 | $218.9K | 0.11% | +4+0.7% | Added |
| Ackerman Capital Advisors, LLC | 597 | $218.9K | 0.05% | −1−0.2% | Reduced |
| Abacus Wealth Partners, LLC | 597 | $219.0K | 0.03% | +597 | New |
| Transce3nd, LLC | 600 | $219.8K | 0.09% | +22+3.8% | Added |
| Level Financial Advisors, Inc. | 600 | $219.9K | 0.07% | +2+0.3% | Added |
| Heartland Advisors Inc | 600 | $220.0K | 0.01% | +600 | New |
| Idaho Trust Bank | 601 | $220.3K | 0.08% | +601 | New |
| Panoramic Investment Advisors, LLC | 601 | $220.4K | 0.14% | +1+0.2% | Added |
| Eagle Strategies LLC | 603 | $221.0K | 0.03% | −24−3.8% | Reduced |
| ONE Advisory Partners, LLC | 588 | $221.3K | 0.07% | +588 | New |
| Nvest Financial, LLC | 604 | $221.4K | 0.12% | +604 | New |
| Hutchens & Kramer Investment Management Group, LLC | 594 | $221.7K | 0.10% | −189−24.1% | Reduced |
| Milestone Asset Management Group, LLC | 606 | $222.3K | 0.16% | +11+1.8% | Added |
| Agate Pass Investment Management, LLC | 607 | $222.6K | 0.09% | 00.0% | Unchanged |
| Harbor Group, Inc. | 607 | $222.6K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 607 | $222.7K | 0.05% | 00.0% | Unchanged |
| Hilltop Partners LLC | 608 | $223.1K | 0.07% | +608 | New |
| Schulhoff & Co Inc | 610 | $223.7K | 0.10% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 612 | $224.3K | 0.02% | −118−16.2% | Reduced |
| Clarity Financial LLC | 612 | $224.4K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 613 | $224.7K | 0.16% | 00.0% | Unchanged |
| Joule Financial, LLC | 614 | $225.1K | 0.07% | +20+3.4% | Added |
| Affiance Financial, LLC | 614 | $225.1K | 0.05% | +24+4.1% | Added |
| Evergreen Wealth Solutions, LLC | 614 | $225.2K | 0.14% | +614 | New |
