| Ritter Daniher Financial Advisory LLC | 72 | $103.1K | 0.03% | −7−8.9% | Reduced |
| Alpine Bank Wealth Management | 74 | $106.0K | 0.02% | +74 | New |
| Beacon Capital Management, LLC | 75 | $107.4K | 0.01% | +6+8.7% | Added |
| Wayfinding Financial, LLC | 76 | $108.0K | 0.05% | +76 | New |
| Pinnacle Bancorp, Inc. | 78 | $111.7K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 78 | $111.7K | 0.01% | +78 | New |
| Nkcfo LLC | 78 | $112.0K | 0.05% | +78 | New |
| Security National Bank | 80 | $114.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $114.6K | 0.07% | +7+9.6% | Added |
| Rothschild Investment LLC | 82 | $117.5K | 0.01% | −7−7.9% | Reduced |
| Abound Wealth Management | 85 | $121.2K | 0.04% | +69+431.3% | Added |
| Millstone Evans Group, LLC | 85 | $121.8K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 90 | $128.9K | 0.00% | +5+5.9% | Added |
| Sit Investment Associates Inc | 90 | $129.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 96 | $137.5K | 0.13% | −14−12.7% | Reduced |
| SBI Securities Co., Ltd. | 98 | $140.4K | 0.00% | +14+16.7% | Added |
| Centaurus Financial, Inc. | 99 | $142.0K | 0.01% | −4−3.9% | Reduced |
| Financial Perspectives, Inc | 100 | $143.3K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $143.3K | 0.07% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 100 | $143.3K | 0.09% | +100 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 101 | $144.7K | 0.02% | +16+18.8% | Added |
| NVWM, LLC | 103 | $147.6K | 0.04% | −4−3.7% | Reduced |
| Atwood & Palmer Inc | 103 | $147.6K | 0.01% | +27+35.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 103 | $148.0K | 0.13% | +99+2,475.0% | Added |
| Bellwether Advisors, LLC | 106 | $151.9K | 0.03% | −681−86.5% | Reduced |
| Curio Wealth, LLC | 1 | $158.9K | 0.08% | −133−99.3% | Reduced |
| Western Pacific Wealth Management, LP | 114 | $163.3K | 0.15% | +13+12.9% | Added |
| Rossby Financial, LCC | 123 | $165.7K | 0.07% | +123 | New |
| Harbor Investment Advisory, LLC | 116 | $166.2K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 117 | $167.6K | 0.07% | +4+3.5% | Added |
| Aventura Private Wealth, LLC | 118 | $169.0K | 0.09% | +1+0.9% | Added |
| CVA Family Office, LLC | 123 | $176.2K | 0.03% | +7+6.0% | Added |
| Farmers & Merchants Investments Inc | 128 | $183.4K | 0.01% | −7−5.2% | Reduced |
| Avalon Trust Co | 128 | $183.4K | 0.01% | −13−9.2% | Reduced |
| Front Row Advisors LLC | 134 | $192.0K | 0.07% | −1−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 135 | $193.4K | 0.01% | +39+40.6% | Added |
| Ameritas Advisory Services, LLC | 156 | $200.3K | 0.01% | +156 | New |
| KWMG, LLC | 140 | $200.6K | 0.02% | +140 | New |
| Private Wealth Management Group, LLC | 141 | $202.0K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 141 | $202.0K | 0.03% | +141 | New |
| Traveka Wealth, LLC | 141 | $202.0K | 0.11% | +141 | New |
| TD Private Client Wealth LLC | 142 | $203.4K | 0.01% | −25−15.0% | Reduced |
| German American Bancorp, Inc. | 142 | $203.4K | 0.02% | +142 | New |
| Ironwood Investment Counsel, LLC | 143 | $204.9K | 0.04% | +143 | New |
| American Trust | 143 | $204.9K | 0.05% | +143 | New |
| Quadcap Wealth Management, LLC | 143 | $204.9K | 0.03% | +143 | New |
| Capital Advisors, Ltd. LLC | 143 | $205.0K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 145 | $207.7K | 0.01% | +145 | New |
| Diversify Wealth Management, LLC | 149 | $208.5K | 0.02% | +149 | New |
| Sterneck Capital Management, LLC | 146 | $209.2K | 0.11% | +146 | New |
| Sound View Wealth Advisors Group, LLC | 146 | $209.2K | 0.02% | +146 | New |
| Chemistry Wealth Management LLC | 147 | $210.6K | 0.05% | +147 | New |
| MKT Advisors LLC | 159 | $212.1K | 0.10% | +159 | New |
| LaSalle St. Investment Advisors, LLC | 149 | $213.0K | 0.05% | +149 | New |
| Baker Avenue Asset Management, LP | 149 | $213.1K | 0.01% | +149 | New |
| Essex Savings Bank | 149 | $213.4K | 0.05% | +149 | New |
| MV Capital Management, Inc. | 149 | $213.5K | 0.02% | +95+175.9% | Added |
| Moss Adams Wealth Advisors LLC | 149 | $213.5K | 0.02% | +149 | New |
| Echo45 Advisors LLC | 150 | $214.9K | 0.14% | −33−18.0% | Reduced |
| PKS Advisory Services, LLC | 150 | $214.9K | 0.06% | +150 | New |
| Apeiron RIA LLC | 150 | $214.9K | 0.06% | +150 | New |
| WealthBridge Capital Management, LLC | 152 | $217.8K | 0.06% | +152 | New |
| Five Oceans Advisors | 153 | $219.2K | 0.10% | +153 | New |
| Clifford Group, LLC | 153 | $219.2K | 0.20% | +153 | New |
| Asset Dedication, LLC | 154 | $220.6K | 0.02% | −1−0.6% | Reduced |
| Onefund, LLC | 155 | $222.1K | 0.23% | +155 | New |
| Birchcreek Wealth Management, LLC | 155 | $222.1K | 0.14% | +155 | New |
| Portside Wealth Group, LLC | 155 | $222.1K | 0.04% | +155 | New |
| Grove Bank & Trust | 156 | $223.5K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 156 | $223.5K | 0.04% | +156 | New |
| AGH Wealth Advisors, LLC | 156 | $223.5K | 0.22% | +156 | New |
| LRI Investments, LLC | 157 | $225.6K | 0.02% | 00.0% | Unchanged |
| American National Bank | 159 | $227.8K | 0.03% | −3−1.9% | Reduced |
| Ewa, LLC | 159 | $227.8K | 0.08% | +159 | New |
| Catalytic Wealth RIA, LLC | 159 | $227.8K | 0.04% | +159 | New |
| TCI Wealth Advisors, Inc. | 159 | $227.8K | 0.02% | +159 | New |
| Castle Rock Wealth Management, LLC | 159 | $227.8K | 0.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 160 | $229.2K | 0.09% | +160 | New |
| Rothschild Capital Partners, LLC | 160 | $229.2K | 0.06% | +160 | New |
| Tableaux LLC | 160 | $229.2K | 0.17% | +160 | New |
| Atlantic Union Bankshares Corp | 161 | $230.6K | 0.01% | +161 | New |
| Ashton Thomas Private Wealth, LLC | 161 | $230.6K | 0.01% | +161 | New |
| ExodusPoint Capital Management, LP | 162 | $232.0K | 0.00% | −24,304−99.3% | Reduced |
| Boston Family Office LLC | 162 | $232.0K | 0.02% | +162 | New |
| Private Wealth Asset Management, LLC | 162 | $232.1K | 0.03% | +162 | New |
| Advus Financial Partners, LLC | 162 | $232.1K | 0.07% | +162 | New |
| Terril Brothers, Inc. | 163 | $233.5K | 0.11% | +163 | New |
| Keystone Financial Group | 163 | $233.5K | 0.02% | −20−10.9% | Reduced |
| Sentry Investment Management LLC | 176 | $235.0K | 0.16% | −52−22.8% | Reduced |
| Elm3 Financial Group, LLC | 165 | $236.4K | 0.21% | −11−6.3% | Reduced |
| Gateway Investment Advisers LLC | 165 | $236.4K | 0.00% | −8−4.6% | Reduced |
| Independent Financial Group, LLC | 165 | $236.4K | 0.01% | −7−4.1% | Reduced |
| TCG Advisory Services, LLC | 165 | $236.4K | 0.01% | +165 | New |
| Segment Wealth Management, LLC | 166 | $237.8K | 0.02% | +166 | New |
| Amica Retiree Medical Trust | 167 | $239.0K | 0.37% | −40−19.3% | Reduced |
| First Citizens Bank & Trust Co | 167 | $239.2K | 0.01% | −20−10.7% | Reduced |
| Birch Financial Group, LLC | 167 | $239.3K | 0.21% | +167 | New |
| Coastline Trust Co | 168 | $240.7K | 0.03% | +70+71.4% | Added |
| Hamilton Point Investment Advisors, LLC | 168 | $240.7K | 0.04% | +168 | New |
| Bennett Selby Investments LP | 168 | $240.7K | 0.10% | +168 | New |
