| Bell Bank | 492 | $264.1K | 0.02% | −24−4.7% | Reduced |
| Arden Trust Co | 492 | $264.1K | 0.04% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 493 | $264.7K | 0.11% | +493 | New |
| Keel Point, LLC | 493 | $264.8K | 0.03% | +17+3.6% | Added |
| Am Investment Strategies LLC | 495 | $266.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 496 | $266.3K | 0.05% | −4−0.8% | Reduced |
| Smithfield Trust Co | 493 | $267.0K | 0.01% | +31+6.7% | Added |
| Boston Mountain Money Management Inc | 498 | $267.5K | 0.18% | +498 | New |
| Wills Financial Group, Inc. | 500 | $268.4K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 500 | $268.4K | 0.06% | +500 | New |
| Tandem Investment Advisors, Inc. | 502 | $269.0K | 0.01% | −24−4.6% | Reduced |
| Abbrea Capital, LLC | 500 | $269.0K | 0.04% | +500 | New |
| Acorn Financial Advisory Services Inc | 502 | $269.5K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 504 | $270.6K | 0.02% | −20−3.8% | Reduced |
| Nebula Research & Development LLC | 505 | $271.1K | 0.06% | +505 | New |
| Green Square Capital Advisors LLC | 508 | $272.6K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 508 | $272.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 506 | $272.9K | 0.05% | +337+199.4% | Added |
| Regatta Capital Group, LLC | 509 | $273.3K | 0.06% | −3−0.6% | Reduced |
| Northstar Advisory Group, LLC | 495 | $274.8K | 0.17% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 513 | $275.5K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 520 | $279.1K | 0.10% | −3−0.6% | Reduced |
| Fielder Capital Group LLC | 520 | $279.3K | 0.12% | +9+1.8% | Added |
| Trilogy Capital Inc. | 522 | $280.2K | 0.02% | +522 | New |
| First Business Financial Services, Inc. | 523 | $280.8K | 0.03% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 525 | $281.8K | 0.16% | 00.0% | Unchanged |
| Fort, L.P. | 529 | $284.0K | 0.71% | −77−12.7% | Reduced |
| Quad-Cities Investment Group, LLC | 529 | $284.0K | 0.17% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 530 | $284.5K | 0.09% | +530 | New |
| Five Oceans Advisors | 536 | $287.8K | 0.15% | −32−5.6% | Reduced |
| E Fund Management Co., Ltd. | 538 | $288.8K | 0.02% | +42+8.5% | Added |
| Planned Solutions, Inc. | 538 | $288.8K | 0.14% | +538 | New |
| Paragon Financial Partners, Inc. | 539 | $289.4K | 0.24% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 586 | $289.7K | 0.15% | +586 | New |
| Kovitz Investment Group Partners, LLC | 543 | $291.5K | 0.00% | +543 | New |
| Clear Point Advisors Inc. | 548 | $294.1K | 0.24% | +1+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 548 | $294.2K | 0.10% | +548 | New |
| EagleClaw Capital Managment, LLC | 550 | $295.3K | 0.05% | −50−8.3% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 550 | $295.3K | 0.38% | −16−2.8% | Reduced |
| GM Advisory Group, Inc. | 550 | $295.4K | 0.02% | +13+2.4% | Added |
| Impact Partnership Wealth, LLC | 554 | $297.5K | 0.12% | +1+0.2% | Added |
| Wealth Quarterback LLC | 555 | $297.9K | 0.17% | +555 | New |
| CRA Financial Services, LLC | 556 | $298.5K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 561 | $301.2K | 0.01% | +59+11.8% | Added |
| Catalytic Wealth RIA, LLC | 562 | $301.7K | 0.06% | +109+24.1% | Added |
| Mather Group, LLC. | 652 | $301.9K | 0.00% | −21−3.1% | Reduced |
| Gilman Hill Asset Management, LLC | 571 | $306.5K | 0.05% | 00.0% | Unchanged |
| Consolidated Planning Corp | 571 | $306.7K | 0.05% | +571 | New |
| Chicago Partners Investment Group LLC | 577 | $306.8K | 0.01% | +6+1.1% | Added |
| Resources Management Corp | 571 | $307.0K | 0.04% | +25+4.6% | Added |
| Burke & Herbert Bank & Trust Co | 572 | $307.1K | 0.23% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 573 | $307.6K | 0.03% | +573 | New |
| Catalina Capital Group, LLC | 574 | $308.2K | 0.13% | +574 | New |
| Penobscot Investment Management Company, Inc. | 575 | $308.7K | 0.03% | −22−3.7% | Reduced |
| Burns Matteson Capital Management, LLC | 576 | $309.2K | 0.20% | +5+0.9% | Added |
| Mosley Wealth Management | 579 | $310.8K | 0.29% | −22−3.7% | Reduced |
| Grimes & Company, Inc. | 580 | $311.6K | 0.01% | −2−0.3% | Reduced |
| Financial Advisory Service, Inc. | 581 | $311.8K | 0.03% | +2+0.3% | Added |
| Tillman Hartley LLC | 582 | $312.4K | 0.11% | −10−1.7% | Reduced |
| Marathon Strategic Advisors, LLC | 583 | $313.0K | 0.38% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 585 | $314.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 589 | $316.3K | 0.01% | +40+7.3% | Added |
| Stratos Wealth Advisors, LLC | 589 | $316.4K | 0.02% | +3+0.5% | Added |
| Richwood Investment Advisors, LLC | 589 | $316.5K | 0.28% | −51−8.0% | Reduced |
| Westshore Wealth, LLC | 590 | $316.9K | 0.13% | −10−1.7% | Reduced |
| Ausdal Financial Partners, Inc. | 594 | $318.7K | 0.04% | +31+5.5% | Added |
| W.H. Cornerstone Investments Inc. | 594 | $319.0K | 0.23% | +80+15.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 596 | $320.0K | 0.01% | +492+473.1% | Added |
| Cynosure Management, LLC | 596 | $320.0K | 0.06% | +596 | New |
| Allstate Corp | 597 | $320.5K | 0.02% | −3−0.5% | Reduced |
| Geneos Wealth Management Inc. | 597 | $320.5K | 0.01% | +84+16.4% | Added |
| Trust Investment Advisors | 599 | $321.4K | 0.23% | +9+1.5% | Added |
| Groesbeck Investment Management Corp | 600 | $322.0K | 0.34% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 600 | $322.5K | 0.14% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 600 | $322.5K | 0.27% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 603 | $323.7K | 0.17% | −38−5.9% | Reduced |
| Aspen Investment Management Inc | 605 | $325.0K | 0.17% | −30−4.7% | Reduced |
| Aspiriant, LLC | 606 | $325.3K | 0.01% | −10−1.6% | Reduced |
| Bryn Mawr Trust Co | 613 | $329.1K | 0.01% | +613 | New |
| Belpointe Asset Management LLC | 619 | $332.4K | 0.02% | −239−27.9% | Reduced |
| Union Investments & Development Ltd. | 620 | $332.8K | 1.51% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 620 | $332.8K | 0.05% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 620 | $332.8K | 0.05% | +620 | New |
| Trexquant Investment LP | 620 | $332.8K | 0.01% | +620 | New |
| MQS Management LLC | 621 | $333.4K | 0.19% | −255−29.1% | Reduced |
| OneAscent Wealth Management LLC | 622 | $334.0K | 0.13% | −14−2.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 625 | $335.5K | 0.04% | −50−7.4% | Reduced |
| Tiemann Investment Advisors, LLC | 625 | $335.5K | 0.15% | +40+6.8% | Added |
| ForthRight Wealth Management, LLC | 626 | $336.1K | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 626 | $336.2K | 0.01% | +13+2.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 627 | $336.6K | 0.08% | −25−3.8% | Reduced |
| Boyd Watterson Asset Management LLC | 627 | $336.6K | 0.12% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 628 | $337.4K | 0.16% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 631 | $339.3K | 0.09% | +17+2.8% | Added |
| Woodward Financial Advisors, Inc. | 633 | $339.6K | 0.20% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 633 | $339.6K | 0.22% | −22−3.4% | Reduced |
| Lodestar Private Asset Management LLC | 633 | $339.8K | 0.05% | −10−1.6% | Reduced |
| NDVR, Inc. | 634 | $340.4K | 0.32% | +56+9.7% | Added |
| Ariston Services Group | 636 | $341.4K | 0.33% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 637 | $342.0K | 0.03% | −5−0.8% | Reduced |
