| Pacifica Partners Inc. | 164 | $117.7K | 0.05% | 00.0% | Unchanged |
| Banque Transatlantique SA | 175 | $117.9K | 0.00% | +160+1,066.7% | Added |
| Financial Network Wealth Management LLC | 182 | $122.0K | 0.04% | +182 | New |
| Bay Harbor Wealth Management, LLC | 185 | $124.6K | 0.04% | −9−4.6% | Reduced |
| Archer Investment Corp | 190 | $128.1K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 198 | $133.0K | 0.06% | +68+52.3% | Added |
| City Holding Co | 200 | $134.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 203 | $136.6K | 0.01% | +203 | New |
| Westside Investment Management, Inc. | 205 | $138.0K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 216 | $145.4K | 0.12% | −35−13.9% | Reduced |
| North Capital, Inc. | 217 | $146.1K | 0.14% | +217 | New |
| Davis Capital Management | 222 | $149.3K | 0.12% | −26−10.5% | Reduced |
| First United Bank Trust | 225 | $151.4K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 227 | $152.8K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 229 | $154.0K | 0.01% | −27−10.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 234 | $157.3K | 0.01% | +64+37.6% | Added |
| General Partner, Inc. | 234 | $157.5K | 0.10% | 00.0% | Unchanged |
| Groupe la Francaise | 238 | $158.3K | 0.00% | −18−7.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 236 | $159.0K | 0.01% | −8−3.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 240 | $161.5K | 0.04% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 244 | $164.4K | 0.09% | +244 | New |
| Acropolis Investment Management, LLC | 253 | $170.3K | 0.01% | +2+0.8% | Added |
| West Oak Capital, LLC | 255 | $171.6K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 306 | $174.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 262 | $176.3K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 265 | $178.3K | 0.03% | +15+6.0% | Added |
| GW&K Investment Management, LLC | 267 | $180.0K | 0.00% | +3+1.1% | Added |
| First Command Advisory Services, Inc. | 268 | $180.4K | 0.00% | +8+3.1% | Added |
| Key Financial Inc | 273 | $183.7K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 286 | $192.5K | 0.06% | −46−13.9% | Reduced |
| Pacific Center for Financial Services | 286 | $192.5K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 291 | $196.0K | 0.05% | +12+4.3% | Added |
| Evermay Wealth Management LLC | 294 | $198.1K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 298 | $200.6K | 0.13% | +298 | New |
| Allen Capital Group, LLC | 299 | $201.2K | 0.02% | +299 | New |
| Cary Street Partner Investment Advisory LLC | 299 | $201.2K | 0.12% | +33+12.4% | Added |
| Poinciana Advisors Group, LLC | 299 | $201.5K | 0.21% | −194−39.4% | Reduced |
| Shufro Rose & Co LLC | 300 | $201.9K | 0.02% | +300 | New |
| Investment Partners, Ltd. | 300 | $201.9K | 0.08% | +300 | New |
| Keudell/Morrison Wealth Management | 300 | $201.9K | 0.05% | +300 | New |
| Aufman Associates Inc | 300 | $201.9K | 0.14% | +300 | New |
| BCGM Wealth Management, LLC | 300 | $201.9K | 0.06% | +300 | New |
| Burling Wealth Partners, LLC | 300 | $201.9K | 0.04% | +300 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 300 | $202.0K | 0.01% | +300 | New |
| Focus Financial Network, Inc. | 300 | $202.1K | 0.01% | +300 | New |
| Hamilton Point Investment Advisors, LLC | 301 | $202.8K | 0.04% | +301 | New |
| Apella Capital, LLC | 305 | $204.9K | 0.01% | +305 | New |
| Tyche Wealth Partners LLC | 305 | $205.1K | 0.04% | +305 | New |
| Abacus Planning Group, Inc. | 305 | $205.3K | 0.04% | +305 | New |
| Occidental Asset Management, LLC | 306 | $205.9K | 0.03% | +306 | New |
| NFP Retirement, Inc. | 306 | $205.9K | 0.02% | +306 | New |
| PFG Investments, LLC | 306 | $206.1K | 0.01% | +306 | New |
| Bremer Bank National Association | 307 | $206.6K | 0.04% | −638−67.5% | Reduced |
| Willow Creek Wealth Management Inc. | 308 | $207.3K | 0.02% | +308 | New |
| Macroview Investment Management LLC | 309 | $208.3K | 0.20% | +309 | New |
| Allianz SE | 310 | $208.6K | 0.01% | 00.0% | Unchanged |
| Destination Wealth Management | 310 | $208.6K | 0.01% | +310 | New |
| JGP Global Gestao de Recursos Ltda. | 311 | $209.3K | 0.16% | +311 | New |
| Capital Investment Services of America, Inc. | 315 | $212.0K | 0.02% | +315 | New |
| Vantage Financial Partners, LLC | 315 | $212.2K | 0.05% | +315 | New |
| AlphaStar Capital Management, LLC | 316 | $212.7K | 0.02% | −41−11.5% | Reduced |
| Impact Capital Partners LLC | 316 | $212.7K | 0.08% | +316 | New |
| Finward Bancorp | 316 | $212.7K | 0.18% | +316 | New |
| Armstrong Advisory Group, Inc | 375 | $213.7K | 0.02% | 00.0% | Unchanged |
| Parkside Advisors LLC | 318 | $214.2K | 0.05% | +318 | New |
| Continuum Advisory, LLC | 319 | $214.7K | 0.03% | +3+0.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 320 | $215.4K | 0.09% | +320 | New |
| Addison Advisors LLC | 321 | $216.0K | 0.06% | +4+1.3% | Added |
| PharVision Advisers, LLC | 321 | $216.0K | 0.30% | +321 | New |
| Magnus Financial Group LLC | 323 | $217.3K | 0.02% | +323 | New |
| KG&L Capital Management,LLC | 325 | $218.7K | 0.07% | −430−57.0% | Reduced |
| Corps Capital Advisors, LLC | 325 | $218.7K | 0.23% | +325 | New |
| Johnson Financial Group, Inc. | 325 | $219.0K | 0.01% | +196+151.9% | Added |
| Beirne Wealth Consulting Services, LLC | 325 | $219.1K | 0.08% | +325 | New |
| Henderson Brothers Financial Partners, LLC | 268 | $219.8K | 0.11% | +268 | New |
| J.Safra Asset Management Corp | 327 | $220.1K | 0.02% | −29−8.1% | Reduced |
| Buck Wealth Strategies, LLC | 327 | $220.2K | 0.04% | +327 | New |
| Prelude Capital Management, LLC | 328 | $220.7K | 0.02% | +328 | New |
| Capital Investment Advisory Services, LLC | 328 | $220.8K | 0.02% | +328 | New |
| Clifford Group, LLC | 329 | $221.4K | 0.21% | +329 | New |
| Trust Point Inc. | 329 | $221.4K | 0.02% | −195−37.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 329 | $221.6K | 0.02% | +329 | New |
| NWK Group, Inc. | 330 | $222.1K | 0.10% | +330 | New |
| XML Financial, LLC | 331 | $222.7K | 0.02% | −280−45.8% | Reduced |
| Seizert Capital Partners, LLC | 331 | $222.8K | 0.01% | +331 | New |
| Eastern Bank | 332 | $223.4K | 0.00% | −52−13.5% | Reduced |
| Private Client Services, LLC | 334 | $224.8K | 0.11% | +334 | New |
| Eisler Capital Management Ltd. | 335 | $225.3K | 0.01% | +335 | New |
| Palisades Hudson Asset Management, L.P. | 335 | $226.0K | 0.10% | −151−31.1% | Reduced |
| Romano Brothers and Company | 336 | $226.1K | 0.03% | +336 | New |
| CFO4Life Group, LLC | 336 | $226.1K | 0.04% | +336 | New |
| OneAscent Wealth Management LLC | 337 | $227.0K | 0.10% | −226−40.1% | Reduced |
| Colonial Trust Co | 339 | $228.0K | 0.04% | −108−24.2% | Reduced |
| Atlas Private Wealth Advisors | 339 | $228.1K | 0.03% | +339 | New |
| Avidian Wealth Solutions, LLC | 339 | $228.2K | 0.01% | +339 | New |
| Savvy Advisors, Inc. | 340 | $228.8K | 0.02% | −83−19.6% | Reduced |
| Sandy Spring Bank | 341 | $229.5K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 341 | $229.6K | 0.02% | +341 | New |
| Redhawk Wealth Advisors, Inc. | 342 | $230.1K | 0.03% | +342 | New |
| Onefund, LLC | 342 | $230.2K | 0.23% | +342 | New |
