| Goepper Burkhardt LLC | 947 | $200.7K | 0.13% | +947 | New |
| Edgemoor Investment Advisors, Inc. | 953 | $201.9K | 0.02% | +953 | New |
| AlphaQ Advisors LLC | 955 | $202.4K | 0.17% | +955 | New |
| Ellenbecker Investment Group | 959 | $203.0K | 0.06% | +959 | New |
| Centric Wealth Management | 959 | $203.3K | 0.09% | −743−43.7% | Reduced |
| Mattern Wealth Management LLC | 959 | $203.3K | 0.07% | +959 | New |
| Prosperity Wealth Management, Inc. | 960 | $203.5K | 0.16% | +960 | New |
| Levy Wealth Management Group, LLC | 961 | $203.7K | 0.06% | +961 | New |
| Shufro Rose & Co LLC | 964 | $204.2K | 0.02% | +964 | New |
| Curi Capital | 964 | $204.3K | 0.03% | +964 | New |
| Alhambra Investment Partners LLC | 967 | $204.9K | 0.14% | +967 | New |
| Key Financial Inc | 968 | $205.2K | 0.07% | −43−4.3% | Reduced |
| Hall Capital Management Co Inc | 968 | $205.2K | 0.12% | +968 | New |
| Oxinas Partners Wealth Management LLC | 970 | $205.6K | 0.15% | +970 | New |
| Wellington Shields Capital Management, LLC | 972 | $206.0K | 0.02% | −66−6.4% | Reduced |
| West Financial Advisors, LLC | 975 | $206.6K | 0.05% | 00.0% | Unchanged |
| American Asset Management Inc. | 975 | $206.6K | 0.22% | +975 | New |
| Shira Ridge Wealth Management | 977 | $207.1K | 0.14% | +977 | New |
| Financial Advisory Group | 978 | $207.3K | 0.04% | +978 | New |
| Smith & Howard Wealth Management, LLC | 980 | $207.7K | 0.07% | +980 | New |
| Ameraudi Asset Management, Inc. | 984 | $208.5K | 0.09% | −2,783−73.9% | Reduced |
| Crosspoint Financial, LLC | 985 | $208.8K | 2.25% | +985 | New |
| Columbia Asset Management | 993 | $210.0K | 0.05% | −975−49.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 993 | $210.5K | 0.06% | +993 | New |
| DHJJ Financial Advisors, Ltd. | 1,013 | $210.9K | 0.11% | +1,013 | New |
| Lantz Financial LLC | 998 | $211.5K | 0.09% | +998 | New |
| Aberdeen Wealth Management LLC | 2,075 | $211.9K | 0.16% | +2,075 | New |
| Gruss & Co., LLC | 1,000 | $211.9K | 1.34% | +1,000 | New |
| Segment Wealth Management, LLC | 1,000 | $211.9K | 0.02% | +1,000 | New |
| Orgel Wealth Management, LLC | 1,000 | $211.9K | 0.01% | +1,000 | New |
| Forte Asset Management LLC | 1,000 | $211.9K | 0.14% | +1,000 | New |
| First PREMIER Bank | 1,000 | $212.0K | 0.06% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,002 | $212.0K | 0.14% | +1,002 | New |
| Talisman Wealth Advisors LLC | 998 | $212.0K | 0.38% | +998 | New |
| 360 Financial, Inc. | 1,003 | $212.6K | 0.11% | +1,003 | New |
| Howard Financial Services, Ltd. | 1,004 | $212.8K | 0.05% | +1,004 | New |
| Kalos Management, Inc. | 1,011 | $214.3K | 0.43% | +1,011 | New |
| Mascoma Wealth Management LLC | 893 | $214.6K | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,015 | $215.1K | 0.03% | +1,015 | New |
| Landmark Financial Advisors, LLC | 1,017 | $215.5K | 0.09% | +1,017 | New |
| Borer Denton & Associates, Inc. | 1,017 | $215.5K | 0.09% | +1,017 | New |
| Arrowroot Family Office, LLC | 1,018 | $215.8K | 0.18% | +1,018 | New |
| Hayek Kallen Investment Management | 1,018 | $216.0K | 0.10% | +1,018 | New |
| Calton & Associates, Inc. | 1,020 | $216.1K | 0.10% | −1,856−64.5% | Reduced |
| Intrua Financial, LLC | 926 | $216.5K | 0.05% | +926 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,022 | $216.7K | 0.16% | +1,022 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,023 | $217.0K | 0.14% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 1,026 | $217.0K | 0.16% | +1,026 | New |
| Index Fund Advisors, Inc. | 1,025 | $217.2K | 0.01% | +1,025 | New |
| Pecaut & Co. | 1,026 | $217.4K | 0.10% | +1,026 | New |
| Wealth Dimensions Group, Ltd. | 1,026 | $217.4K | 0.08% | +1,026 | New |
| TCWP LLC | 1,027 | $217.7K | 0.04% | −2,607−71.7% | Reduced |
| Bridgeworth, LLC | 1,028 | $217.9K | 0.03% | +1,028 | New |
| Iron Financial, LLC | 1,028 | $217.9K | 0.12% | +1,028 | New |
| Madrona Financial Services, LLC | 1,030 | $218.3K | 0.12% | +1,030 | New |
| Fundamentun, LLC | 1,030 | $218.3K | 0.04% | +1,030 | New |
| Clark Asset Management, LLC | 1,030 | $218.3K | 0.13% | +1,030 | New |
| Aspire Wealth Management Corp | 1,031 | $218.5K | 0.18% | +1,031 | New |
| Eagle Strategies LLC | 1,032 | $218.7K | 0.05% | +1,032 | New |
| Midwest Financial Group LLC | 1,034 | $219.0K | 0.20% | +1,034 | New |
| Tortoise Investment Management, LLC | 1,034 | $219.1K | 0.03% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 1,035 | $219.4K | 0.04% | +1,035 | New |
| Aspire Capital Advisors LLC | 1,035 | $219.4K | 0.12% | +1,035 | New |
| Court Place Advisors, LLC | 1,040 | $220.4K | 0.08% | +1,040 | New |
| Platte River Wealth Advisors, LLC | 1,041 | $220.6K | 0.08% | +1,041 | New |
| Community Bank & Trust, Waco, Texas | 1,043 | $221.0K | 0.07% | +1,043 | New |
| Morris Financial Concepts, Inc. | 1,043 | $221.1K | 0.16% | +1,043 | New |
| Nelson Capital Management, LLC | 1,043 | $221.1K | 0.06% | +1,043 | New |
| Bienville Capital Management, LLC | 1,044 | $221.3K | 0.09% | +1,044 | New |
| Guardian Capital Advisors LP | 1,037 | $221.9K | 0.03% | +1,037 | New |
| Rooted Wealth Advisors, Inc. | 1,004 | $222.0K | 0.16% | +1,004 | New |
| Pinkerton Retirement Specialists, LLC | 1,050 | $222.5K | 0.04% | +1,050 | New |
| Pinnacle Holdings, LLC | 1,052 | $223.0K | 0.10% | +1,052 | New |
| Trust Investment Advisors | 1,054 | $223.4K | 0.20% | +1,054 | New |
| Lester Murray Antman dba SimplyRich | 1,059 | $224.0K | 0.08% | +1,059 | New |
| Sargent Investment Group, LLC | 1,052 | $224.2K | 0.06% | +1,052 | New |
| Ameliora Wealth Management Ltd. | 1,058 | $224.2K | 0.13% | +470+79.9% | Added |
| Stonebridge Financial Planning Group, LLC | 1,059 | $224.4K | 0.14% | −1,751−62.3% | Reduced |
| Capital Financial Planning, LLC | 1,060 | $224.7K | 0.09% | +1,060 | New |
| Fort Pitt Capital Group, LLC | 1,062 | $225.1K | 0.01% | +1,062 | New |
| Joule Financial, LLC | 1,062 | $225.1K | 0.12% | +1,062 | New |
| Olistico Wealth, LLC | 1,066 | $225.9K | 0.22% | +1,066 | New |
| Palumbo Wealth Management LLC | 1,066 | $225.9K | 0.15% | +1,066 | New |
| Wealth Advisors of Iowa, LLC | 1,067 | $226.1K | 0.18% | −1,585−59.8% | Reduced |
| Unionview, LLC | 1,069 | $226.6K | 0.21% | +1,069 | New |
| Pacific Capital Wealth Advisors, Inc | 1,072 | $227.2K | 0.06% | +1,072 | New |
| Ellsworth Advisors, LLC | 1,086 | $230.2K | 0.08% | −13,996−92.8% | Reduced |
| Crane Advisory, LLC | 1,078 | $230.7K | 0.08% | +1,078 | New |
| Crown Wealth Group, LLC | 1,089 | $230.8K | 0.19% | +1,089 | New |
| McLean Asset Management Corp | 1,092 | $231.5K | 0.10% | +1,092 | New |
| Baldwin Investment Management, LLC | 1,095 | $232.1K | 0.04% | +1,095 | New |
| Pflug Koory, LLC | 1,098 | $232.7K | 0.13% | −50−4.4% | Reduced |
| Basso Capital Management, L.P. | 1,100 | $233.1K | 0.23% | +1,100 | New |
| McGowan Group Asset Management, Inc. | 1,104 | $234.0K | 0.04% | +1,104 | New |
| Firethorn Wealth Partners, LLC | 963 | $234.2K | 0.18% | +963 | New |
| RiverGlades Family Offices LLC | 1,105 | $234.2K | 0.22% | +1,105 | New |
| Arlington Capital Management, Inc. | 1,108 | $234.8K | 0.22% | +1,108 | New |
| Janney Capital Management LLC | 1,109 | $235.0K | 0.02% | −1,312−54.2% | Reduced |
| TSFG, LLC | 1,108 | $235.0K | 0.09% | +100+9.9% | Added |
| Gateway Advisory, LLC | 1,111 | $235.0K | 0.05% | +1,111 | New |
