| Miller Financial Services LLC | 834 | $234.5K | 0.19% | +834 | New |
| Towerpoint Wealth, LLC | 834 | $234.6K | 0.08% | −7−0.8% | Reduced |
| Fiduciary Planning LLC | 835 | $234.8K | 0.06% | −100−10.7% | Reduced |
| Somerset Trust Co | 835 | $234.8K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 835 | $234.8K | 0.04% | +835 | New |
| Benchmark Financial Wealth Advisors, LLC | 836 | $235.2K | 0.06% | +4+0.5% | Added |
| Kieckhefer Group LLC | 838 | $235.7K | 0.10% | −228−21.4% | Reduced |
| Founders Grove Wealth Partners, LLC | 839 | $235.9K | 0.05% | +839 | New |
| Fortitude Family Office, LLC | 841 | $236.5K | 0.05% | −115−12.0% | Reduced |
| Sloy Dahl & Holst, LLC | 841 | $236.5K | 0.03% | 00.0% | Unchanged |
| LongView Wealth Management | 843 | $237.0K | 0.06% | −32−3.7% | Reduced |
| Capital Planning LLC | 844 | $237.3K | 0.07% | +844 | New |
| Magnolia Private Wealth, LLC | 848 | $238.3K | 0.13% | +16+1.9% | Added |
| WPG Advisers, LLC | 848 | $238.6K | 0.14% | +39+4.8% | Added |
| Chickasaw Capital Management LLC | 850 | $239.0K | 0.01% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 850 | $239.0K | 0.08% | −200−19.0% | Reduced |
| New England Professional Planning Group Inc. | 850 | $239.0K | 0.09% | −21−2.4% | Reduced |
| William Howard & Co Financial Advisors Inc | 850 | $239.0K | 0.19% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 987 | $239.4K | 0.02% | +54+5.8% | Added |
| LeClair Wealth Partners LLC | 852 | $239.7K | 0.12% | +852 | New |
| McKinney Capital Management, LLC | 853 | $239.9K | 0.09% | 00.0% | Unchanged |
| Bellars Harris Wealth Management, LLC | 854 | $240.2K | 0.05% | +854 | New |
| Saiph Capital, LLC | 854 | $240.3K | 0.07% | +854 | New |
| Penobscot Wealth Management | 855 | $240.6K | 0.06% | +5+0.6% | Added |
| Brio Consultants, LLC | 856 | $240.6K | 0.03% | +856 | New |
| Stephenson & Company, Inc. | 857 | $241.0K | 0.11% | 00.0% | Unchanged |
| Ofc Financial Planning, LLC | 857 | $241.0K | 0.21% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 857 | $241.1K | 0.06% | +13+1.5% | Added |
| REAP Financial Group, LLC | 858 | $241.2K | 0.04% | +106+14.1% | Added |
| Segment Wealth Management, LLC | 858 | $241.3K | 0.01% | −217−20.2% | Reduced |
| Costello Asset Management, INC | 859 | $241.6K | 0.07% | +107+14.2% | Added |
| Monetary Solutions, Ltd | 860 | $241.8K | 0.21% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 861 | $242.1K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 862 | $242.3K | 0.04% | +862 | New |
| Marble Wealth, LLC | 862 | $242.4K | 0.04% | −22−2.5% | Reduced |
| Horst & Graben Wealth Management LLC | 847 | $242.4K | 0.03% | +847 | New |
| Compton Financial Group, LLC | 862 | $242.5K | 0.05% | +30+3.6% | Added |
| Custos Family Office, LLC | 863 | $242.6K | 0.15% | +20+2.4% | Added |
| First National Advisers, LLC | 864 | $243.0K | 0.03% | +864 | New |
| OakTrust Wealth Advisors, LLC | 864 | $243.1K | 0.21% | −51−5.6% | Reduced |
| McLean Asset Management Corp | 1,088 | $243.4K | 0.03% | +1,088 | New |
| Cassady Wealth & Retirement Planning, LLC | 866 | $243.5K | 0.11% | +866 | New |
| Financial Network Wealth Management LLC | 870 | $244.0K | 0.07% | 00.0% | Unchanged |
| Prairie Advisory, LLC | 869 | $244.3K | 0.06% | +869 | New |
| O'Connor Financial Group LLC | 870 | $244.7K | 0.09% | +30+3.6% | Added |
| Del-Sette Capital Management, LLC | 870 | $244.7K | 0.14% | −10,395−92.3% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 870 | $244.7K | 0.13% | +2+0.2% | Added |
| Garrett Investment Advisors LLC | 871 | $244.9K | 0.02% | −163−15.8% | Reduced |
| Evergreen Private Wealth LLC | 872 | $245.2K | 0.09% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 872 | $245.2K | 0.09% | +229+35.6% | Added |
| Independent Wealth Advisors LLC | 872 | $245.3K | 0.22% | +36+4.3% | Added |
| Crown Wealth Group, LLC | 873 | $245.5K | 0.06% | +23+2.7% | Added |
| Redhawk Wealth Advisors, Inc. | 876 | $246.4K | 0.02% | −173−16.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 877 | $246.7K | 0.08% | −3−0.3% | Reduced |
| Rather & Kittrell, Inc. | 877 | $246.8K | 0.03% | −35−3.8% | Reduced |
| Lesa Sroufe & Co | 880 | $247.0K | 0.18% | 00.0% | Unchanged |
| Mustico Financial Group, Inc. | 1,154 | $247.2K | 0.17% | +19+1.7% | Added |
| Northwest Financial Advisors | 880 | $247.4K | 0.03% | +15+1.7% | Added |
| Blalock Williams, LLC | 880 | $247.5K | 0.16% | +50+6.0% | Added |
| Main Line Retirement Advisors, LLC | 881 | $247.7K | 0.11% | 00.0% | Unchanged |
| Financial Freedom, LLC | 881 | $247.7K | 0.11% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 881 | $247.7K | 0.15% | −435−33.1% | Reduced |
| CMG Global Holdings, LLC | 881 | $247.8K | 0.11% | +881 | New |
| Palatine Hill Wealth Management, LLC | 882 | $248.0K | 0.20% | +16+1.8% | Added |
| August Group Capital Ltd | 882 | $248.0K | 0.27% | +882 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,052 | $248.2K | 0.15% | +87+9.0% | Added |
| IMG Wealth Management, Inc. | 884 | $248.6K | 0.14% | +37+4.4% | Added |
| Moller Financial Services | 886 | $249.2K | 0.05% | +886 | New |
| CPA Asset Management LLC | 886 | $249.2K | 0.07% | 00.0% | Unchanged |
| RFP Financial Group LLC | 887 | $249.4K | 0.11% | +887 | New |
| Riverview Capital Advisers, LLC | 887 | $249.5K | 0.07% | +20+2.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 888 | $249.7K | 0.16% | +9+1.0% | Added |
| Clarion Wealth Managment Partners, LLC | 888 | $249.8K | 0.20% | +18+2.1% | Added |
| Marquette Asset Management, LLC | 889 | $250.0K | 0.03% | +100+12.7% | Added |
| Adamsbrown Wealth Consultants LLC | 891 | $250.4K | 0.05% | −4−0.4% | Reduced |
| Altiora Financial Group, LLC | 892 | $250.8K | 0.04% | 00.0% | Unchanged |
| GLR Partners, LLC | 894 | $251.4K | 0.12% | +894 | New |
| Barnes Pettey Financial Advisors, LLC | 895 | $251.7K | 0.08% | −69−7.2% | Reduced |
| Gerald Baker Financial Group LLC | 897 | $252.2K | 0.07% | +12+1.4% | Added |
| Liberty Square Wealth Partners LLC | 897 | $252.2K | 0.06% | −51−5.4% | Reduced |
| Mirabaud & Cie SA | 897 | $252.2K | 0.10% | +897 | New |
| Lotus Asset Management LLC | 898 | $252.4K | 0.22% | +898 | New |
| Ferguson Shapiro LLC | 899 | $252.7K | 0.07% | +6+0.7% | Added |
| AGH Wealth Advisors, LLC | 899 | $252.8K | 0.16% | +899 | New |
| Bull Street Advisors, LLC | 900 | $253.0K | 0.12% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 900 | $253.1K | 0.00% | −79,390−98.9% | Reduced |
| Finward Bancorp | 900 | $253.1K | 0.19% | 00.0% | Unchanged |
| Advantage Trust Co | 900 | $253.1K | 0.09% | +900 | New |
| Meritas Wealth Management, LLC | 900 | $253.1K | 0.10% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 839 | $253.4K | 0.03% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 902 | $253.7K | 0.05% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 902 | $253.7K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 903 | $253.9K | 0.13% | +903 | New |
| Stronghold Wealth Management L.L.C. | 903 | $253.9K | 0.34% | −10−1.1% | Reduced |
| Spartan Wealth Advisory Services LLC | 903 | $254.0K | 0.02% | +1+0.1% | Added |
| Tradewinds Capital Management, LLC | 904 | $254.2K | 0.05% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 905 | $254.4K | 0.11% | +905 | New |
| Castle Wealth Management LLC | 905 | $254.5K | 0.08% | +905 | New |
| Patriot Investment Management Inc. | 905 | $254.6K | 0.01% | −200−18.1% | Reduced |
| AAFCPAs Wealth Management, LLC | 905 | $254.6K | 0.09% | +905 | New |
