| MontVue Capital Management, Inc. | 918 | $200.7K | 0.14% | +918 | New |
| Fermata Advisors, LLC | 918 | $200.7K | 0.05% | −4,640−83.5% | Reduced |
| Sprinkle Financial Consultants LLC | 918 | $200.8K | 0.12% | +918 | New |
| Pathway Financial Advisors LLC | 920 | $201.1K | 0.03% | +920 | New |
| PSI Advisors, LLC | 920 | $201.2K | 0.10% | −5−0.5% | Reduced |
| Foguth Wealth Management, LLC. | 921 | $201.4K | 0.04% | +921 | New |
| Armstrong Henry H Associates Inc | 922 | $201.6K | 0.02% | +922 | New |
| Wetzel Investment Advisors, Inc. | 922 | $201.6K | 0.09% | +922 | New |
| Tacita Capital Inc | 925 | $202.2K | 0.13% | −320−25.7% | Reduced |
| Redwood Wealth Management Group, LLC | 925 | $202.2K | 0.09% | +925 | New |
| PVG Asset Management Corp | 927 | $202.7K | 0.69% | +927 | New |
| Tamar Securities, LLC | 928 | $202.8K | 0.02% | +928 | New |
| Prairie Sky Financial Group LLC | 928 | $202.9K | 0.11% | +928 | New |
| Curtis Advisory Group, LLC | 930 | $203.3K | 0.05% | +930 | New |
| William Mack & Associates, Inc. | 930 | $203.4K | 0.13% | +930 | New |
| Joseph P. Lucia & Associates, LLC | 931 | $203.5K | 0.08% | +931 | New |
| Paul Damon & Associates, Inc. | 931 | $203.5K | 0.11% | +931 | New |
| Paladin Wealth, LLC | 931 | $203.5K | 0.16% | +931 | New |
| Montz Harcus Wealth Management LLC | 931 | $203.6K | 0.10% | +931 | New |
| Everstar Asset Management, LLC | 933 | $204.0K | 0.12% | +933 | New |
| Financial Advisory Corp | 935 | $204.4K | 0.03% | +935 | New |
| Coastwise Capital Group, LLC | 936 | $204.7K | 0.16% | +936 | New |
| Sentinel Pension Advisors Inc | 937 | $204.9K | 0.03% | +937 | New |
| Weil Company, Inc. | 940 | $205.4K | 0.05% | +940 | New |
| Allium Financial Advisors, LLC | 940 | $205.5K | 0.18% | +940 | New |
| Providence Wealth Advisors, LLC | 824 | $206.3K | 0.14% | +824 | New |
| Tull Financial Group, Inc. | 945 | $206.6K | 0.09% | +945 | New |
| James Investment Research Inc | 946 | $206.8K | 0.02% | +946 | New |
| Symmetry Partners, LLC | 946 | $206.9K | 0.03% | +946 | New |
| Bridgewealth Advisory Group, LLC | 948 | $207.4K | 0.05% | +948 | New |
| Core Wealth Advisors, Inc. | 949 | $207.5K | 0.06% | +949 | New |
| Aspen Capital Management, LLC | 949 | $207.5K | 0.06% | +949 | New |
| Bedell Frazier Investment Counseling, LLC | 950 | $207.6K | 0.05% | +950 | New |
| Planned Solutions, Inc. | 950 | $207.7K | 0.08% | +950 | New |
| Defined Financial Planning LLC | 885 | $207.9K | 0.18% | −899−50.4% | Reduced |
| First Financial Group Corp | 951 | $207.9K | 0.20% | +951 | New |
| Balance Wealth, LLC | 952 | $208.2K | 0.12% | +952 | New |
| Christensen, King & Associates Investment Services, Inc. | 958 | $209.4K | 0.10% | +958 | New |
| Nova R Wealth, Inc. | 960 | $209.8K | 0.10% | +960 | New |
| Omnitrust Wealth Management, Inc | 1,432 | $209.9K | 0.25% | +1,432 | New |
| Brady Martz Wealth Solutions, LLC | 962 | $210.3K | 0.04% | +962 | New |
| David Wealth Management LLC | 965 | $210.9K | 0.16% | +965 | New |
| Pachira Investments Inc. | 965 | $211.0K | 0.16% | −593−38.1% | Reduced |
| Cannon Wealth Management Services, LLC | 966 | $211.2K | 0.17% | +966 | New |
| Brown Shipley& Co Ltd | 969 | $211.9K | 0.12% | −199−17.0% | Reduced |
| Provenance Wealth Advisors, LLC | 969 | $211.9K | 0.03% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 969 | $211.9K | 0.15% | +969 | New |
| Net Worth Advisory Group | 969 | $211.9K | 0.05% | +969 | New |
| Opus Capital Group, LLC | 970 | $212.0K | 0.03% | +970 | New |
| O'Rourke & Company, Inc | 971 | $212.3K | 0.10% | +971 | New |
| Axim Planning & Wealth | 971 | $212.3K | 0.19% | +971 | New |
| IronBridge Private Wealth, LLC | 972 | $212.5K | 0.07% | +972 | New |
| New Century Financial Group, LLC | 974 | $212.9K | 0.25% | +974 | New |
| RPS Advisory Solutions LLC | 974 | $213.0K | 0.12% | +974 | New |
| M.E. Allison & Co., Inc. | 975 | $213.1K | 0.17% | +975 | New |
| Cambria Investment Management, L.P. | 977 | $213.6K | 0.01% | +977 | New |
| Ruggaard & Associates LLC | 981 | $214.5K | 0.09% | +981 | New |
| Cornerstone Planning Group LLC | 840 | $214.9K | 0.04% | +111+15.2% | Added |
| Bernard Wealth Management Corp. | 983 | $214.9K | 0.10% | −3,023−75.5% | Reduced |
| Harfst & Associates, Inc. | 985 | $215.4K | 0.04% | +985 | New |
| Insight Wealth Partners, LLC | 986 | $215.6K | 0.12% | +986 | New |
| Lineweaver Wealth Advisors, LLC | 987 | $215.7K | 0.03% | +987 | New |
| Investment Planning Advisors, Inc. | 987 | $215.8K | 0.08% | +987 | New |
| Chris Bulman Inc | 989 | $216.3K | 0.12% | +989 | New |
| ACT Advisors, LLC. | 990 | $216.4K | 0.10% | +990 | New |
| McRae Capital Management Inc | 993 | $217.1K | 0.04% | +993 | New |
| Scissortail Wealth Management, LLC | 995 | $217.5K | 0.05% | +995 | New |
| Orion Investment Co | 995 | $217.5K | 0.08% | +995 | New |
| Essex Investment Management Co LLC | 1,000 | $218.6K | 0.04% | 00.0% | Unchanged |
| Brooktree Capital Management | 1,000 | $218.6K | 0.14% | +1,000 | New |
| Seizert Capital Partners, LLC | 1,000 | $218.6K | 0.01% | +1,000 | New |
| Deltec Asset Management LLC | 1,000 | $218.6K | 0.04% | +1,000 | New |
| Hall Laurie J Trustee | 1,000 | $218.6K | 0.07% | +1,000 | New |
| Pettee Investors, Inc. | 1,000 | $218.6K | 0.13% | +1,000 | New |
| Pegasus Asset Management, Inc. | 1,000 | $218.6K | 0.07% | +1,000 | New |
| Arnhold LLC | 1,000 | $218.6K | 0.02% | +1,000 | New |
| New Perspectives, Inc | 1,000 | $218.6K | 0.11% | +1,000 | New |
| West Tower Group, LLC | 1,000 | $218.6K | 0.47% | +1,000 | New |
| Dixon Fnancial Services, Inc. | 1,001 | $218.8K | 0.11% | +1,001 | New |
| Harvey Investment Co LLC | 1,000 | $219.0K | 0.02% | +1,000 | New |
| WealthBridge Capital Management, LLC | 1,002 | $219.1K | 0.06% | +1,002 | New |
| Inspire Advisors, LLC | 1,002 | $219.1K | 0.02% | +1,002 | New |
| Enzi Wealth | 953 | $219.7K | 0.08% | +953 | New |
| Gradient Capital Advisors, LLC | 1,008 | $220.4K | 0.07% | +1,008 | New |
| Wellspring Financial Advisors, LLC | 1,010 | $220.9K | 0.02% | +1,010 | New |
| Maripau Wealth Management LLC | 951 | $221.1K | 0.11% | +951 | New |
| Barings LLC | 1,014 | $221.7K | 0.01% | +1,014 | New |
| Hudson Value Partners, LLC | 1,015 | $221.9K | 0.08% | +1,015 | New |
| Kapstone Financial Advisors LLC | 1,017 | $222.3K | 0.11% | +1,017 | New |
| Friday Financial | 1,018 | $222.6K | 0.11% | +1,018 | New |
| Carson Advisory Inc. | 1,018 | $222.6K | 0.14% | −455−30.9% | Reduced |
| Kingdom Financial Group LLC. | 1,018 | $222.6K | 0.19% | +1,018 | New |
| Holos Integrated Wealth LLC | 894 | $223.5K | 0.13% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 1,023 | $223.7K | 0.10% | +1,023 | New |
| Olistico Wealth, LLC | 1,024 | $223.9K | 0.12% | +261+34.2% | Added |
| Sanders Morris Harris LLC | 1,025 | $224.1K | 0.05% | −18,460−94.7% | Reduced |
| Diametric Capital, LP | 1,026 | $224.3K | 0.12% | +1,026 | New |
| Hamilton Point Investment Advisors, LLC | 1,027 | $224.5K | 0.04% | +1,027 | New |
| BIP Alliance, LLC | 1,027 | $224.5K | 0.09% | +1,027 | New |
| SFG Wealth Management, LLC. | 1,029 | $225.0K | 0.14% | +1,029 | New |