| GDS Wealth Management | 463 | $229.3K | 0.03% | +463 | New |
| Cedar Point Capital Partners, LLC | 464 | $229.8K | 0.19% | +464 | New |
| Rockbridge Investment Management, LCC | 465 | $230.3K | 0.04% | −12−2.5% | Reduced |
| Johnson Bixby & Associates, LLC | 465 | $230.3K | 0.04% | +465 | New |
| Valley Forge Investment Consultants Inc Adv | 468 | $231.8K | 0.10% | +75+19.1% | Added |
| Beta Wealth Group, Inc. | 469 | $232.1K | 0.12% | −11−2.3% | Reduced |
| First National Bank Sioux Falls | 469 | $232.3K | 0.12% | 00.0% | Unchanged |
| Harbor Advisory Corp | 471 | $233.2K | 0.08% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 471 | $233.2K | 0.10% | +114+31.9% | Added |
| Gordian Advisors LLC | 472 | $233.7K | 0.23% | +472 | New |
| Index Fund Advisors, Inc. | 472 | $233.9K | 0.01% | −350−42.6% | Reduced |
| FSA Wealth Management LLC | 472 | $234.0K | 0.11% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 383 | $234.0K | 1.29% | +383 | New |
| Lee Johnson Capital Management, LLC | 473 | $234.2K | 0.35% | +473 | New |
| Hudson Capital Management LLC | 476 | $235.7K | 0.09% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 476 | $235.7K | 0.06% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 477 | $236.3K | 0.11% | −144−23.2% | Reduced |
| Silverlake Wealth Management LLC | 478 | $236.7K | 0.13% | −362−43.1% | Reduced |
| Win Advisors, Inc | 478 | $236.7K | 0.11% | +478 | New |
| First Pacific Financial | 479 | $237.2K | 0.07% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 480 | $237.7K | 0.13% | +480 | New |
| Montgomery Investment Management Inc | 480 | $237.7K | 0.07% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 480 | $237.7K | 0.18% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 481 | $238.1K | 0.06% | +481 | New |
| Davis Capital Management | 481 | $238.2K | 0.23% | +481 | New |
| Athena Investment Management | 482 | $238.9K | 0.15% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 484 | $239.7K | 0.23% | −69−12.5% | Reduced |
| Hoge Financial Services, LLC | 485 | $240.2K | 0.24% | +485 | New |
| Caitlin John, LLC | 487 | $241.0K | 0.20% | +487 | New |
| Confluence Investment Management LLC | 487 | $241.2K | 0.00% | −349−41.7% | Reduced |
| Brown Wealth Management, LLC | 488 | $241.7K | 0.11% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 488 | $241.8K | 0.29% | +488 | New |
| Garrett Wealth Advisory Group, LLC | 490 | $242.7K | 0.10% | −250−33.8% | Reduced |
| FSA Advisors, Inc. | 490 | $242.7K | 0.30% | +490 | New |
| Andina Capital Management, LLC | 490 | $242.8K | 0.21% | +490 | New |
| Jackson Thornton Asset Management, LLC | 491 | $243.2K | 0.04% | +22+4.7% | Added |
| AF Advisors, Inc. | 492 | $243.6K | 0.06% | 00.0% | Unchanged |
| Guidance Capital, Inc | 508 | $244.5K | 0.10% | +508 | New |
| Cedar Wealth Management, LLC | 494 | $244.6K | 0.09% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 495 | $245.1K | 0.05% | −776−61.1% | Reduced |
| Mount Lucas Management LP | 498 | $246.6K | 0.09% | +498 | New |
| Cascade Investment Group, Inc. | 499 | $247.1K | 0.20% | +499 | New |
| Weik Capital Management | 500 | $247.6K | 0.11% | 00.0% | Unchanged |
| Barton Investment Management | 500 | $247.6K | 0.03% | 00.0% | Unchanged |
| Advisory Services & Investments, LLC | 500 | $247.6K | 0.18% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 500 | $247.6K | 0.03% | +500 | New |
| Bramshill Investments, LLC | 500 | $247.6K | 0.02% | +500 | New |
| Bullseye Investment Management, LLC | 500 | $247.6K | 0.16% | +500 | New |
| Lynch & Associates | 501 | $248.1K | 0.06% | +501 | New |
| Callan Family Office, LLC | 501 | $248.1K | 0.06% | +501 | New |
| Cadence Wealth Management LLC | 503 | $249.0K | 0.20% | −20−3.8% | Reduced |
| Morningstar Investment Management LLC | 503 | $249.0K | 0.03% | +21+4.4% | Added |
| Gagnon Securities LLC | 503 | $249.1K | 0.06% | −133−20.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 504 | $250.0K | 0.15% | +504 | New |
| Kapitalo Investimentos Ltda | 505 | $250.1K | 0.05% | +164+48.1% | Added |
| Brickley Wealth Management | 507 | $251.1K | 0.06% | +9+1.8% | Added |
| Capstone Investment Advisors, LLC | 508 | $251.6K | 0.00% | −21,208−97.7% | Reduced |
| Rain Capital Management, LLC | 508 | $251.6K | 0.18% | −8−1.6% | Reduced |
| Cranbrook Wealth Management, LLC | 511 | $253.1K | 0.07% | +9+1.8% | Added |
| Trust Co of Virginia | 512 | $253.6K | 0.03% | +512 | New |
| Orgel Wealth Management, LLC | 512 | $253.6K | 0.01% | −139−21.4% | Reduced |
| Financial Freedom, LLC | 514 | $254.5K | 0.16% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 517 | $256.0K | 0.23% | +517 | New |
| Altiora Financial Group, LLC | 517 | $256.1K | 0.07% | +517 | New |
| Second Half Financial Partners, LLC | 518 | $256.5K | 0.13% | +2+0.4% | Added |
| Activest Wealth Management | 519 | $257.1K | 0.14% | −307−37.2% | Reduced |
| Mosaic Advisors LLC | 520 | $257.4K | 0.15% | +520 | New |
| Waypoint Wealth Partners Inc. | 521 | $258.0K | 0.08% | +521 | New |
| Retirement Solution Inc. | 521 | $258.0K | 0.08% | +56+12.0% | Added |
| Capital Wealth Alliance, LLC | 522 | $258.7K | 0.18% | −52−9.1% | Reduced |
| Lowery Thomas, LLC | 523 | $259.1K | 0.22% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 524 | $259.5K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 525 | $260.0K | 0.09% | +11+2.1% | Added |
| O'Rourke & Company, Inc | 526 | $260.0K | 0.17% | −2−0.4% | Reduced |
| James J. Burns & Company, LLC | 527 | $260.0K | 0.06% | +21+4.2% | Added |
| OneAscent Wealth Management LLC | 526 | $260.0K | 0.10% | +526 | New |
| Coombe, Bender & Co LLC | 525 | $260.3K | 0.16% | +525 | New |
| Fulcrum Equity Management | 528 | $261.3K | 0.32% | +528 | New |
| Veritas Investment Partners (UK) Ltd. | 528 | $261.5K | 0.01% | +528 | New |
| Flower City Capital | 528 | $261.5K | 0.19% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 529 | $262.0K | 0.17% | +21+4.1% | Added |
| Prepared Retirement Institute LLC | 529 | $262.1K | 0.20% | +529 | New |
| Safeguard Financial, LLC | 530 | $262.5K | 0.10% | +530 | New |
| Graves-Light Private Wealth Management, Inc. | 533 | $264.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 533 | $264.0K | 0.11% | −292−35.4% | Reduced |
| Scott Capital Advisors, LLC | 534 | $264.4K | 0.09% | −30−5.3% | Reduced |
| Blackston Financial Advisory Group, LLC | 534 | $264.5K | 0.17% | 00.0% | Unchanged |
| SMI Advisory Services, LLC | 483 | $264.8K | 0.07% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 536 | $265.4K | 0.06% | +536 | New |
| Arbor Capital Management Inc | 560 | $266.4K | 0.20% | −10−1.8% | Reduced |
| Intergy Private Wealth, LLC | 538 | $266.4K | 0.12% | −26−4.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 539 | $267.0K | 0.13% | 00.0% | Unchanged |
| Meredith Wealth Planning | 540 | $267.4K | 0.17% | −151−21.9% | Reduced |
| Pioneer Trust Bank N A | 540 | $267.4K | 0.08% | −10−1.8% | Reduced |
| WealthCollab, LLC | 540 | $267.4K | 0.21% | +540 | New |
| Shared Vision Wealth Group LLC | 543 | $268.7K | 0.18% | +543 | New |
| Houlihan Financial Resource Group, Ltd. | 543 | $269.0K | 0.13% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 544 | $269.5K | 0.12% | +15+2.8% | Added |
| Panoramic Investment Advisors, LLC | 545 | $269.9K | 0.23% | +545 | New |
| Eagle Wealth Strategies LLC | 545 | $269.9K | 0.16% | +545 | New |
