| JFS Wealth Advisors, LLC | 567 | $207.4K | 0.02% | +9+1.6% | Added |
| BetterWealth, LLC | 568 | $207.7K | 0.09% | +568 | New |
| Sepio Capital, LP | 568 | $207.8K | 0.02% | −129−18.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 570 | $208.5K | 0.08% | +570 | New |
| Garrison Point Advisors, LLC | 570 | $208.5K | 0.17% | +570 | New |
| Centennial Bank | 570 | $208.5K | 0.12% | +570 | New |
| Financial Consulate, Inc | 572 | $209.3K | 0.07% | +572 | New |
| Strategic Investment Solutions, Inc. | 634 | $209.5K | 0.10% | +634 | New |
| Wharton Business Group, LLC | 575 | $210.0K | 0.01% | +575 | New |
| CIC Wealth, LLC | 575 | $210.4K | 0.09% | +575 | New |
| Warren Street Wealth Advisors, LLC | 575 | $210.4K | 0.17% | +575 | New |
| Wellspring Financial Advisors, LLC | 577 | $211.1K | 0.07% | +577 | New |
| Eagle Bay Advisors LLC | 579 | $211.6K | 0.12% | −161−21.8% | Reduced |
| Viawealth, LLC | 605 | $211.7K | 0.17% | +605 | New |
| Center For Asset Management LLC | 581 | $212.4K | 0.20% | −302−34.2% | Reduced |
| GR Financial Group, LLC | 582 | $212.7K | 0.07% | +582 | New |
| Tillman Hartley LLC | 583 | $213.3K | 0.09% | +583 | New |
| Rollins Financial | 584 | $213.8K | 0.08% | +584 | New |
| CNB Bank | 585 | $214.0K | 0.13% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 585 | $214.0K | 0.10% | +268+84.5% | Added |
| Todd Asset Management LLC | 585 | $214.0K | 0.01% | +585 | New |
| Lorne Steinberg Wealth Management Inc. | 587 | $214.7K | 0.09% | +587 | New |
| Kelly Financial Services LLC | 591 | $216.4K | 0.11% | −49−7.7% | Reduced |
| Gateway Wealth Partners, LLC | 593 | $216.9K | 0.04% | +593 | New |
| Prestige Wealth Management Group LLC | 593 | $216.9K | 0.06% | −1,931−76.5% | Reduced |
| Focused Wealth Management, Inc | 594 | $217.3K | 0.04% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 594 | $217.3K | 0.09% | +594 | New |
| Investment Advisory Group, LLC | 594 | $217.4K | 0.13% | −83−12.3% | Reduced |
| C M Bidwell & Associates Ltd | 595 | $217.7K | 0.17% | −106−15.1% | Reduced |
| LVZ Advisors, Inc. | 595 | $217.7K | 0.03% | +595 | New |
| Pensionmark Financial Group, LLC | 596 | $218.2K | 0.05% | +596 | New |
| Aletheian Wealth Advisors LLC | 597 | $218.4K | 0.19% | +597 | New |
| Northeast Financial Group, Inc. | 598 | $218.8K | 0.17% | +598 | New |
| Aspire Private Capital, LLC | 599 | $219.1K | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 599 | $219.1K | 0.15% | +599 | New |
| WJ Wealth Management, LLC | 600 | $219.5K | 0.13% | +600 | New |
| Capital Financial Services, LLC | 600 | $219.5K | 0.30% | +600 | New |
| CKW Financial Group | 602 | $220.0K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 602 | $220.0K | 0.09% | +602 | New |
| Arkfeld Wealth Strategies, L.L.C. | 624 | $220.1K | 0.14% | 00.0% | Unchanged |
| Marex Group plc | 600 | $220.2K | 0.03% | +600 | New |
| HFG Advisors, Inc. | 602 | $220.2K | 0.26% | +602 | New |
| Altus Wealth Group LLC | 603 | $220.6K | 0.17% | +603 | New |
| Canvas Wealth Advisors, LLC | 627 | $220.7K | 0.09% | +627 | New |
| Heritage Investors Management Corp | 605 | $221.0K | 0.01% | +605 | New |
| Goldstein Advisors, LLC | 603 | $221.0K | 0.05% | +603 | New |
| Reston Wealth Management LLC | 604 | $221.1K | 0.12% | −82−12.0% | Reduced |
| Bluesphere Advisors, LLC | 605 | $221.2K | 0.20% | +605 | New |
| Acropolis Investment Management, LLC | 606 | $221.7K | 0.02% | +67+12.4% | Added |
| Mayport, LLC | 609 | $222.8K | 0.17% | +609 | New |
| KFG Wealth Management, LLC | 610 | $223.3K | 0.23% | +610 | New |
| Advisory Resource Group | 611 | $223.7K | 0.07% | +611 | New |
| Tradition Wealth Management, LLC | 611 | $224.0K | 0.03% | −21−3.3% | Reduced |
| Holderness Investments Co | 613 | $224.3K | 0.10% | −107−14.9% | Reduced |
| Acima Private Wealth, LLC | 614 | $224.6K | 0.12% | 00.0% | Unchanged |
| Cohen Lawrence B | 615 | $225.0K | 0.12% | +615 | New |
| Gould Asset Management LLC | 616 | $225.4K | 0.07% | +616 | New |
| Financial Council Asset Management Inc | 616 | $225.4K | 0.14% | +616 | New |
| Powell Investment Advisors, LLC | 619 | $226.5K | 0.13% | −241−28.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 619 | $226.5K | 0.11% | 00.0% | Unchanged |
| Financial Freedom, LLC | 619 | $226.6K | 0.15% | +619 | New |
| Invst, LLC | 661 | $227.5K | 0.04% | −74−10.1% | Reduced |
| KilterHowling LLC | 622 | $227.7K | 0.24% | 00.0% | Unchanged |
| Verum Partners LLC | 623 | $227.9K | 0.28% | +623 | New |
| Camarda Financial Advisors, LLC | 624 | $228.3K | 0.23% | 00.0% | Unchanged |
| Fragasso Group Inc. | 624 | $228.4K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 627 | $230.0K | 0.07% | +32+5.4% | Added |
| Taylor Hoffman Wealth Management | 629 | $230.1K | 0.14% | −950−60.2% | Reduced |
| IFG Advisors, LLC | 630 | $230.5K | 0.10% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 630 | $230.5K | 0.08% | +630 | New |
| Maltin Wealth Management, Inc. | 633 | $231.6K | 0.17% | +633 | New |
| Hexagon Capital Partners LLC | 633 | $231.7K | 0.07% | +28+4.6% | Added |
| Nicollet Investment Management, Inc. | 635 | $232.0K | 0.13% | −16−2.5% | Reduced |
| Keating Investment Counselors Inc | 635 | $232.3K | 0.09% | +635 | New |
| Marks Group Wealth Management, Inc | 636 | $232.6K | 0.03% | 00.0% | Unchanged |
| Security National Bank of So Dak | 638 | $233.0K | 0.17% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 636 | $233.0K | 0.25% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 639 | $233.6K | 0.05% | −29−4.3% | Reduced |
| Emerald Advisors, LLC | 639 | $233.7K | 0.06% | +17+2.7% | Added |
| BlackDiamond Wealth Management Inc. | 663 | $233.9K | 0.27% | +663 | New |
| Monticello Wealth Management, LLC | 640 | $234.1K | 0.03% | +640 | New |
| Kercheville Advisors, LLC | 640 | $234.1K | 0.16% | +640 | New |
| New Hampshire Trust | 640 | $234.1K | 0.06% | +640 | New |
| Lansing Street Advisors | 641 | $234.3K | 0.16% | +8+1.3% | Added |
| Index Fund Advisors, Inc. | 642 | $235.0K | 0.02% | −394−38.0% | Reduced |
| Pring Turner Capital Group Inc | 644 | $235.6K | 0.26% | +644 | New |
| Apexium Financial, LP | 645 | $236.0K | 0.02% | −212−24.7% | Reduced |
| OmniStar Financial Group, Inc. | 645 | $236.1K | 0.27% | −866−57.3% | Reduced |
| Red Wave Investments LLC | 646 | $236.3K | 0.10% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 647 | $236.7K | 0.10% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 650 | $237.8K | 0.22% | +650 | New |
| Advance Capital Management, Inc. | 653 | $238.9K | 0.03% | −17−2.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,173 | $241.0K | 0.04% | +538+84.7% | Added |
| Horizon Bancorp Inc | 660 | $241.0K | 0.14% | +660 | New |
| Luken Investment Analytics, LLC | 659 | $241.1K | 0.15% | +659 | New |
| Verity Asset Management, Inc. | 660 | $241.5K | 0.21% | −12−1.8% | Reduced |
| Gries Financial LLC | 662 | $242.0K | 0.08% | +662 | New |
| Smith Anglin Financial, LLC | 662 | $242.1K | 0.05% | +34+5.4% | Added |
| Peterson Wealth Advisors, LLC | 662 | $242.2K | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 662 | $242.4K | 0.09% | +1+0.2% | Added |