| Applied Capital LLC | 560 | $200.4K | 0.16% | +560 | New |
| Sunflower Bank, N.A. | 561 | $200.8K | 0.05% | +561 | New |
| Institute for Wealth Management, LLC. | 567 | $203.0K | 0.03% | +567 | New |
| Kathmere Capital Management, LLC | 567 | $203.0K | 0.02% | +567 | New |
| Retirement Income Solutions, Inc | 569 | $203.6K | 0.05% | +569 | New |
| Kapitalo Investimentos Ltda | 570 | $204.0K | 0.04% | −26−4.4% | Reduced |
| Telos Capital Management, Inc. | 571 | $204.3K | 0.02% | +571 | New |
| Douglas Lane & Associates, LLC | 572 | $204.7K | 0.00% | −1,135−66.5% | Reduced |
| High Falls Advisors, Inc | 573 | $205.2K | 0.05% | +573 | New |
| McKinley Carter Wealth Services, Inc. | 575 | $205.8K | 0.01% | +575 | New |
| Beacon Financial Group | 576 | $206.0K | 0.02% | +576 | New |
| Janney Capital Management LLC | 575 | $206.0K | 0.01% | −225−28.1% | Reduced |
| Full Sail Capital, LLC | 578 | $206.8K | 0.01% | +578 | New |
| PrairieView Partners, LLC | 576 | $207.0K | 0.02% | +10+1.8% | Added |
| HTLF Bank | 582 | $208.3K | 0.02% | +582 | New |
| Jackson, Grant Investment Advisers, Inc. | 583 | $208.6K | 0.09% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 583 | $209.1K | 0.01% | +583 | New |
| Headlands Technologies LLC | 585 | $209.4K | 0.05% | +392+203.1% | Added |
| Clarus Wealth Advisors | 605 | $210.1K | 0.12% | −57−8.6% | Reduced |
| Sharkey, Howes & Javer | 590 | $211.1K | 0.03% | −120−16.9% | Reduced |
| Navalign, LLC | 590 | $211.1K | 0.07% | +590 | New |
| Main Street Financial Solutions, LLC | 592 | $211.9K | 0.02% | +592 | New |
| Advisor OS, LLC | 592 | $211.9K | 0.02% | +592 | New |
| AMJ Financial Wealth Management | 595 | $212.9K | 0.07% | +595 | New |
| Delap Wealth Advisory, LLC | 599 | $214.3K | 0.09% | −107−15.2% | Reduced |
| Fairview Capital Investment Management, LLC | 600 | $214.7K | 0.01% | +600 | New |
| Armbruster Capital Management, Inc. | 600 | $214.7K | 0.05% | +600 | New |
| One + One Wealth Management, LLC | 600 | $214.7K | 0.12% | +600 | New |
| Cross Staff Investments Inc | 600 | $214.7K | 0.18% | +600 | New |
| Jackson Wealth Management, LLC | 600 | $215.0K | 0.03% | +600 | New |
| Dark Forest Capital Management LP | 603 | $215.8K | 0.04% | +603 | New |
| McIlrath & Eck, LLC | 604 | $216.2K | 0.03% | +87+16.8% | Added |
| Canopy Partners, LLC | 604 | $216.2K | 0.11% | +604 | New |
| Tiemann Investment Advisors, LLC | 605 | $216.5K | 0.10% | +605 | New |
| Abbot Financial Management, Inc. | 606 | $216.9K | 0.12% | +606 | New |
| Northeast Investment Management | 607 | $217.2K | 0.01% | +607 | New |
| Rosenberg Matthew Hamilton | 613 | $217.4K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 609 | $217.9K | 0.09% | +609 | New |
| Turtle Creek Wealth Advisors, LLC | 609 | $217.9K | 0.05% | +13+2.2% | Added |
| St. Louis Trust Co | 609 | $217.9K | 0.03% | +609 | New |
| Benchmark Investment Advisors LLC | 612 | $219.0K | 0.17% | +612 | New |
| Birch Hill Investment Advisors LLC | 614 | $219.7K | 0.01% | +614 | New |
| New Century Financial Group, LLC | 616 | $220.4K | 0.15% | +616 | New |
| Bell Investment Advisors, Inc | 619 | $221.5K | 0.04% | +7+1.1% | Added |
| Bell Bank | 620 | $221.9K | 0.02% | +620 | New |
| RE Advisers Corp | 624 | $223.3K | 0.01% | 00.0% | Unchanged |
| M. Kraus & Co | 624 | $223.3K | 0.07% | +624 | New |
| Pure Financial Advisors, Inc. | 625 | $223.6K | 0.01% | +625 | New |
| Independent Wealth Network Inc. | 626 | $224.0K | 0.10% | −99−13.7% | Reduced |
| Transform Wealth, LLC | 625 | $224.3K | 0.02% | −1,373−68.7% | Reduced |
| Kovack Advisors, Inc. | 627 | $224.3K | 0.03% | +627 | New |
| SFMG, LLC | 628 | $224.8K | 0.02% | +628 | New |
| Texas Capital Bancshares Inc | 633 | $226.5K | 0.10% | +633 | New |
| Drive Wealth Management, LLC | 634 | $227.5K | 0.06% | +634 | New |
| Steel Peak Wealth Management LLC | 635 | $227.8K | 0.01% | +635 | New |
| Assetmark, Inc | 637 | $228.0K | 0.00% | −254−28.5% | Reduced |
| Driehaus Capital Management LLC | 637 | $228.0K | 0.00% | +637 | New |
| Paragon Private Wealth Management, LLC | 642 | $229.8K | 0.14% | +642 | New |
| Cascade Financial Partners, LLC | 672 | $229.9K | 0.03% | +672 | New |
| Foster & Motley Inc | 644 | $230.0K | 0.02% | +644 | New |
| Fort Point Capital Partners LLC | 644 | $230.5K | 0.03% | +644 | New |
| German American Bancorp, Inc. | 645 | $230.8K | 0.03% | −31−4.6% | Reduced |
| Phillips Wealth Planners LLC | 684 | $231.0K | 0.27% | −6−0.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 680 | $231.5K | 0.13% | +680 | New |
| Montz Harcus Wealth Management LLC | 647 | $231.6K | 0.16% | +647 | New |
| Seven Mile Advisory | 649 | $232.3K | 0.18% | +649 | New |
| CIC Wealth, LLC | 650 | $232.6K | 0.07% | −350−35.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 650 | $232.6K | 0.10% | +650 | New |
| Personal Cfo Solutions, LLC | 652 | $233.4K | 0.04% | +652 | New |
| Allen Capital Group, LLC | 653 | $233.7K | 0.03% | +653 | New |
| Monument Capital Management | 654 | $234.1K | 0.07% | +654 | New |
| Purus Wealth Management, LLC | 654 | $234.2K | 0.12% | +654 | New |
| Investment Partners Asset Management, Inc. | 655 | $234.4K | 0.21% | +655 | New |
| Hilltop Partners LLC | 659 | $235.8K | 0.08% | +659 | New |
| Towerpoint Wealth, LLC | 664 | $237.6K | 0.12% | +664 | New |
| PCA Investment Advisory Services Inc. | 666 | $238.7K | 0.13% | +666 | New |
| Heartwood Wealth Advisors LLC | 668 | $239.1K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 668 | $239.1K | 0.01% | +668 | New |
| DGS Capital Management, LLC | 668 | $239.1K | 0.07% | +668 | New |
| Optas, LLC | 668 | $239.1K | 0.07% | −2−0.3% | Reduced |
| Salomon & Ludwin, LLC | 669 | $239.4K | 0.02% | +26+4.0% | Added |
| CRA Financial Services, LLC | 672 | $240.5K | 0.05% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 672 | $241.0K | 0.05% | −7−1.0% | Reduced |
| McDonald Partners LLC | 674 | $241.2K | 0.07% | −11−1.6% | Reduced |
| First American Trust, FSB | 674 | $241.2K | 0.03% | +674 | New |
| Advanced Asset Management Advisors Inc | 675 | $241.6K | 0.06% | −75−10.0% | Reduced |
| SJS Investment Consulting Inc. | 675 | $241.6K | 0.05% | 00.0% | Unchanged |
| Arvest Trust Co N A | 678 | $242.6K | 0.01% | −42−5.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 680 | $243.2K | 0.04% | −12−1.7% | Reduced |
| CoreFirst Bank & Trust | 680 | $243.4K | 0.15% | 00.0% | Unchanged |
| Gibson Capital, LLC | 681 | $243.7K | 0.05% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 680 | $244.0K | 0.02% | −101−12.9% | Reduced |
| Accurate Wealth Management, LLC | 755 | $245.7K | 0.07% | −48−6.0% | Reduced |
| McAdam, LLC | 687 | $245.8K | 0.02% | −37−5.1% | Reduced |
| Plancorp, LLC | 690 | $246.9K | 0.01% | +690 | New |
| Pin Oak Investment Advisors Inc | 690 | $247.0K | 0.24% | 00.0% | Unchanged |
| White Pine Investment CO | 690 | $247.0K | 0.07% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 693 | $248.0K | 0.14% | +693 | New |
| First Trust Investment Solutions L.P. | 697 | $249.4K | 0.04% | −82−10.5% | Reduced |
| Arkadios Wealth Advisors | 697 | $249.5K | 0.02% | −32−4.4% | Reduced |
