| Obsidian Personal Planning Solutions LLC | 473 | $214.4K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 461 | $214.7K | 0.04% | −207−31.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 462 | $215.4K | 0.09% | +462 | New |
| Pine Harbor Wealth Management, LLC | 462 | $215.5K | 0.09% | +462 | New |
| Private Wealth Asset Management, LLC | 463 | $215.6K | 0.03% | +463 | New |
| Associated Banc-Corp | 464 | $216.1K | 0.01% | +464 | New |
| Tilia Fiduciary Partners, Inc. | 467 | $217.4K | 0.14% | +467 | New |
| PBMares Wealth Management LLC | 468 | $217.9K | 0.04% | +468 | New |
| PharVision Advisers, LLC | 469 | $218.4K | 0.30% | +469 | New |
| Hamilton Capital Partners Inc. | 470 | $218.9K | 0.01% | −34,944−98.7% | Reduced |
| Fermata Advisors, LLC | 471 | $219.2K | 0.04% | −95−16.8% | Reduced |
| Gamco Investors, Inc. Et Al | 472 | $219.8K | 0.00% | +472 | New |
| Schrum Private Wealth Management LLC | 472 | $219.8K | 0.19% | +472 | New |
| Axiom Financial Strategies, LLC | 473 | $220.2K | 0.13% | +473 | New |
| Catalina Capital Group, LLC | 473 | $220.3K | 0.15% | −1,031−68.6% | Reduced |
| Xcel Wealth Management, LLC | 474 | $220.7K | 0.07% | +474 | New |
| Indie Asset Partners, LLC | 474 | $220.9K | 0.19% | −124−20.7% | Reduced |
| Creekmur Asset Management LLC | 475 | $221.0K | 0.05% | +475 | New |
| Eclectic Associates Inc | 475 | $221.2K | 0.06% | +475 | New |
| Shorepoint Capital Partners LLC | 476 | $221.6K | 0.05% | +476 | New |
| Sunburst Financial Group, LLC | 476 | $221.6K | 0.05% | +476 | New |
| Addison Capital Co | 476 | $221.8K | 0.09% | +476 | New |
| Grove Bank & Trust | 477 | $222.1K | 0.03% | +78+19.5% | Added |
| Broadway Wealth Solutions, Inc. | 478 | $222.6K | 0.16% | −23−4.6% | Reduced |
| Aviso Wealth Management | 479 | $223.0K | 0.12% | +479 | New |
| Beacon Financial Advisory LLC | 479 | $223.1K | 0.07% | +479 | New |
| Anchor Capital Advisors LLC | 480 | $223.5K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 480 | $223.5K | 0.21% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 500 | $223.6K | 0.03% | +500 | New |
| Consilio Wealth Advisors, LLC | 481 | $224.0K | 0.09% | +481 | New |
| Greenberg Financial Group | 452 | $224.1K | 0.09% | +452 | New |
| GSB Wealth Management, LLC | 483 | $224.7K | 0.06% | +483 | New |
| USA Financial Portformulas Corp | 483 | $224.9K | 0.04% | −341−41.4% | Reduced |
| Riversedge Advisors, LLC | 483 | $224.9K | 0.05% | +483 | New |
| First Western Trust Bank | 485 | $225.8K | 0.01% | +485 | New |
| Shepherd Financial Partners LLC | 486 | $226.3K | 0.03% | +486 | New |
| German American Bancorp, Inc. | 487 | $226.8K | 0.02% | −68−12.3% | Reduced |
| Richard W. Paul & Associates, LLC | 487 | $226.9K | 0.09% | −17−3.4% | Reduced |
| LeClair Wealth Partners LLC | 489 | $227.7K | 0.16% | −44−8.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 489 | $227.9K | 0.02% | +489 | New |
| Cura Wealth Advisors, LLC | 490 | $228.2K | 0.09% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $228.2K | 0.08% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 491 | $228.5K | 0.03% | +491 | New |
| Clune & Associates, Ltd. | 491 | $228.6K | 0.07% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 493 | $229.6K | 0.11% | +5+1.0% | Added |
| Brave Asset Management Inc | 494 | $230.0K | 0.07% | −15−2.9% | Reduced |
| Pacific Center for Financial Services | 494 | $230.0K | 0.06% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 495 | $230.5K | 0.10% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 495 | $230.5K | 0.02% | +495 | New |
| Cherry Creek Investment Advisors, Inc. | 495 | $230.7K | 0.12% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 496 | $231.0K | 0.02% | −120−19.5% | Reduced |
| Dillon & Associates Inc | 495 | $231.0K | 0.03% | −2−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 497 | $231.4K | 0.09% | +497 | New |
| NewSquare Capital LLC | 497 | $231.4K | 0.02% | +147+42.0% | Added |
| Bragg Financial Advisors, Inc | 497 | $231.4K | 0.01% | −16−3.1% | Reduced |
| Capula Management Ltd | 498 | $231.9K | 0.00% | +274+122.3% | Added |
| Austin Wealth Management, LLC | 516 | $232.0K | 0.05% | +37+7.7% | Added |
| Montis Financial, LLC | 500 | $232.8K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 500 | $232.8K | 0.04% | +281+128.3% | Added |
| CTC Alternative Strategies, Ltd. | 500 | $232.8K | 0.28% | +500 | New |
| Warwick Investment Management, Inc. | 500 | $233.0K | 0.05% | +500 | New |
| Lloyd Advisory Services, LLC. | 500 | $233.2K | 0.12% | +500 | New |
| Family Firm, Inc. | 501 | $233.5K | 0.05% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 502 | $233.6K | 0.03% | −123−19.7% | Reduced |
| TrueMark Investments, LLC | 502 | $233.8K | 0.06% | +502 | New |
| Strive Asset Management, LLC | 503 | $234.2K | 0.16% | −17−3.3% | Reduced |
| Riverview Trust Co | 503 | $234.2K | 0.23% | −9−1.8% | Reduced |
| ORG Partners LLC | 500 | $234.8K | 0.06% | +90+22.0% | Added |
| Onyx Bridge Wealth Group LLC | 504 | $234.8K | 0.03% | +4+0.8% | Added |
| First Financial Bank - Trust Division | 505 | $235.1K | 0.02% | +27+5.6% | Added |
| Bruce G. Allen Investments, LLC | 506 | $235.6K | 0.19% | −12−2.3% | Reduced |
| Raleigh Capital Management Inc. | 506 | $235.7K | 0.11% | −170−25.1% | Reduced |
| Wellspring Financial Advisors, LLC | 507 | $236.1K | 0.03% | 00.0% | Unchanged |
| Claris Financial LLC | 564 | $236.1K | 0.16% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 508 | $236.5K | 0.02% | +508 | New |
| Gables Capital Management Inc. | 508 | $236.5K | 0.12% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 509 | $237.0K | 0.18% | +14+2.8% | Added |
| IFG Advisory, LLC | 511 | $237.8K | 0.01% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 511 | $238.1K | 0.12% | +20+4.1% | Added |
| FLC Capital Advisors | 512 | $238.4K | 0.05% | +512 | New |
| Quadcap Wealth Management, LLC | 514 | $239.5K | 0.03% | +514 | New |
| HMS Capital Management, LLC | 563 | $239.8K | 0.13% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 515 | $239.8K | 0.16% | −83−13.9% | Reduced |
| Beacon Capital Management, LLC | 515 | $239.9K | 0.03% | +11+2.2% | Added |
| Redmond Asset Management, LLC | 516 | $240.3K | 0.06% | 00.0% | Unchanged |
| Finward Bancorp | 517 | $240.7K | 0.21% | −123−19.2% | Reduced |
| Genesis Private Wealth, LLC | 517 | $240.8K | 0.13% | +23+4.7% | Added |
| Manske Wealth Management | 520 | $242.1K | 0.09% | −21−3.9% | Reduced |
| Farmers Trust Co | 520 | $242.1K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 522 | $243.1K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 522 | $243.1K | 0.09% | +9+1.8% | Added |
| Apexium Financial, LP | 522 | $243.1K | 0.01% | +522 | New |
| Group One Trading, L.P. | 526 | $244.9K | 0.01% | +526 | New |
| Farmers & Merchants Trust Co of Long Beach | 528 | $245.9K | 0.06% | −22−4.0% | Reduced |
| Howard Capital Management Group, LLC | 528 | $245.9K | 0.02% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 529 | $246.2K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 529 | $246.3K | 0.02% | −482−47.7% | Reduced |
| Ascent Capital Management, LLC | 529 | $246.4K | 0.25% | +11+2.1% | Added |
| Mainstay Capital Management LLC | 529 | $246.4K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 530 | $246.8K | 0.04% | 00.0% | Unchanged |
