| Bell Investment Advisors, Inc | 505 | $148.9K | 0.03% | +98+24.1% | Added |
| Blue Bell Private Wealth Management, LLC | 509 | $150.1K | 0.03% | +12+2.4% | Added |
| Transce3nd, LLC | 513 | $151.3K | 0.06% | +11+2.2% | Added |
| Louisbourg Investments Inc. | 518 | $152.7K | 0.04% | +228+78.6% | Added |
| DHJJ Financial Advisors, Ltd. | 519 | $153.1K | 0.06% | +380+273.4% | Added |
| MorganRosel Wealth Management, LLC | 525 | $154.8K | 0.04% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 530 | $156.2K | 0.48% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 535 | $157.0K | 0.02% | +4+0.8% | Added |
| Gladius Capital Management LP | 533 | $157.1K | 0.25% | −2,003−79.0% | Reduced |
| Financial Avengers, Inc. | 549 | $161.8K | 0.08% | +3+0.5% | Added |
| Spurstone Advisory Services, LLC | 550 | $162.1K | 2.46% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 550 | $162.1K | 0.15% | −27−4.7% | Reduced |
| Wealth Preservation Advisors, LLC | 556 | $163.9K | 0.10% | −1−0.2% | Reduced |
| Centerpoint Advisors, LLC | 561 | $165.0K | 0.06% | +5+0.9% | Added |
| Costello Asset Management, INC | 562 | $165.6K | 0.06% | +11+2.0% | Added |
| BankPlus Trust Department | 574 | $169.2K | 0.05% | 00.0% | Unchanged |
| Traub Capital Management LLC | 575 | $169.5K | 0.16% | +575 | New |
| Minot DeBlois Advisors LLC | 575 | $169.6K | 0.16% | −25−4.2% | Reduced |
| Aspect Partners, LLC | 578 | $170.4K | 0.08% | +64+12.5% | Added |
| Nalls Sherbakoff Group, LLC | 593 | $174.8K | 0.13% | −25−4.0% | Reduced |
| Rocky Mountain Advisers, LLC | 600 | $176.9K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 604 | $177.9K | 0.04% | +193+47.0% | Added |
| Cutler Capital Management, LLC | 611 | $180.1K | 0.06% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 617 | $181.9K | 0.15% | −55−8.2% | Reduced |
| First Community Trust NA | 620 | $182.8K | 0.15% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 627 | $184.8K | 0.04% | +18+3.0% | Added |
| Ogorek Anthony Joseph | 651 | $192.0K | 0.06% | −19−2.8% | Reduced |
| Neo Ivy Capital Management | 652 | $192.2K | 0.06% | −7,832−92.3% | Reduced |
| Stone House Investment Management, LLC | 657 | $193.7K | 0.04% | −138−17.4% | Reduced |
| Robinswood Financial LLC | 660 | $194.7K | 0.07% | +586+791.9% | Added |
| Maseco LLP | 665 | $196.0K | 0.01% | +665 | New |
| Center For Asset Management LLC | 909 | $200.2K | 0.12% | −5−0.5% | Reduced |
| Rather & Kittrell, Inc. | 681 | $200.6K | 0.04% | +681 | New |
| Pinkerton Retirement Specialists, LLC | 681 | $200.8K | 0.02% | −383−36.0% | Reduced |
| Cercano Management LLC | 682 | $201.0K | 0.01% | +682 | New |
| LeClair Wealth Partners LLC | 682 | $201.0K | 0.14% | +682 | New |
| Wealthspan Partners, LLC | 683 | $201.3K | 0.08% | +683 | New |
| Watchman Group, Inc. | 683 | $201.3K | 0.05% | +683 | New |
| Frazier Financial Advisors, LLC | 683 | $201.3K | 0.14% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 687 | $202.0K | 0.10% | +687 | New |
| InTrack Investment Management Inc | 686 | $202.1K | 0.14% | +686 | New |
| Purkiss Capital Advisors LLC | 686 | $202.2K | 0.11% | +686 | New |
| Millington Financial Advisors, LLC | 717 | $202.3K | 0.10% | +717 | New |
| Diversified Portfolios, Inc. | 687 | $202.5K | 0.02% | +687 | New |
| Truefg, LLC | 687 | $202.5K | 0.06% | +687 | New |
| Old North State Wealth Management, LLC | 684 | $202.6K | 0.11% | +684 | New |
| Moneywise, Inc. | 688 | $202.8K | 0.10% | +688 | New |
| Trinity Legacy Partners, LLC | 720 | $203.0K | 0.05% | +720 | New |
| Clay Northam Wealth Management, LLC | 689 | $203.1K | 0.13% | −325−32.1% | Reduced |
| Financial Management Professionals, Inc. | 689 | $203.1K | 0.02% | −58−7.8% | Reduced |
| Collaborative Wealth Managment Inc. | 690 | $203.4K | 0.09% | +690 | New |
| Insight Wealth Partners, LLC | 690 | $203.4K | 0.11% | +690 | New |
| Sharp Financial Services, LLC | 692 | $204.0K | 0.13% | −115−14.3% | Reduced |
| Arbor Wealth Advisors LLC | 693 | $204.3K | 0.17% | +693 | New |
| Abound Wealth Management | 694 | $204.7K | 0.06% | +6+0.9% | Added |
| Ameriflex Group, Inc. | 701 | $204.7K | 0.11% | −864−55.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 706 | $205.0K | 0.02% | −526−42.7% | Reduced |
| HMV Wealth Advisors, LLC | 696 | $205.2K | 0.13% | +696 | New |
| AA Financial Advisors, LLC | 697 | $205.5K | 0.04% | +697 | New |
| RiverGlades Family Offices LLC | 698 | $205.9K | 0.14% | +698 | New |
| Portfolio Strategies, Inc. | 700 | $206.2K | 0.03% | +700 | New |
| Sykon Capital LLC | 700 | $206.3K | 0.08% | +700 | New |
| Retirement Solution Inc. | 700 | $206.4K | 0.05% | −578−45.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 701 | $206.7K | 0.09% | +701 | New |
| Kelly Financial Group LLC | 706 | $207.1K | 0.06% | +706 | New |
| Austin Wealth Management, LLC | 818 | $207.2K | 0.04% | +818 | New |
| Arlington Trust Co LLC | 703 | $207.2K | 0.04% | −518−42.4% | Reduced |
| Sterling Wealth Management, Inc. | 703 | $207.2K | 0.07% | +703 | New |
| BFSG, LLC | 703 | $207.2K | 0.02% | +1+0.1% | Added |
| Curran Financial Partners, LLC | 704 | $207.5K | 0.05% | +704 | New |
| Richardson Capital Management LLC | 705 | $207.8K | 0.11% | 00.0% | Unchanged |
| United Bank | 705 | $207.8K | 0.02% | +705 | New |
| Summit Wealth & Retirement Planning, Inc. | 705 | $208.0K | 0.06% | +705 | New |
| Phillips Financial Management, LLC | 708 | $208.7K | 0.02% | +708 | New |
| Dohj, LLC | 854 | $209.5K | 0.06% | −51−5.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 712 | $209.9K | 0.04% | +712 | New |
| Carbahal Olsen Financial Services Group, LLC | 713 | $210.2K | 0.18% | +713 | New |
| Arbor Capital Management Inc | 816 | $210.4K | 0.18% | −107−11.6% | Reduced |
| Lutz Financial Services LLC | 714 | $210.5K | 0.02% | +714 | New |
| Founders Grove Wealth Partners, LLC | 714 | $210.5K | 0.05% | +714 | New |
| Covestor Ltd | 716 | $211.0K | 0.12% | −308−30.1% | Reduced |
| Nixon Peabody Trust Co | 718 | $211.7K | 0.02% | −311−30.2% | Reduced |
| FF Advisors,LLC | 720 | $212.2K | 0.11% | +720 | New |
| Fortem Financial Group, LLC | 724 | $213.4K | 0.07% | −2,583−78.1% | Reduced |
| BKA Wealth Consulting, Inc. | 724 | $213.5K | 0.19% | +724 | New |
| Roehl & Yi Investment Advisors, LLC | 725 | $213.8K | 0.11% | +725 | New |
| Gallacher Capital Management LLC | 727 | $214.3K | 0.10% | −110−13.1% | Reduced |
| Aureus Asset Management, LLC | 728 | $214.6K | 0.01% | +728 | New |
| TABR Capital Management, LLC | 728 | $214.7K | 0.18% | +728 | New |
| Aufman Associates Inc | 729 | $214.9K | 0.13% | +729 | New |
| Richard P Slaughter Associates Inc | 730 | $215.1K | 0.04% | +730 | New |
| Sandhill Capital Partners LLC | 730 | $215.2K | 0.02% | +730 | New |
| Elmwood Wealth Management, Inc. | 730 | $215.2K | 0.09% | +730 | New |
| Pension & Wealth Management Advisors, Inc. | 731 | $215.6K | 0.07% | +115+18.7% | Added |
| CCG Wealth Management, LLC | 732 | $215.8K | 0.11% | +732 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 733 | $216.1K | 0.07% | +733 | New |
| Trilogy Capital Inc. | 734 | $216.4K | 0.01% | −193−20.8% | Reduced |
| Forefront Wealth Management Inc. | 734 | $216.4K | 0.17% | +734 | New |
| Great Waters Wealth Management | 734 | $216.4K | 0.03% | +734 | New |
| McLean Asset Management Corp | 754 | $216.8K | 0.06% | +754 | New |
