| Millstone Evans Group, LLC | 426 | $172.0K | 0.12% | +426 | New |
| Evelyn Partners Investment Management Services Ltd | 428 | $172.8K | 0.03% | +428 | New |
| Disciplined Equity Management, Inc. | 430 | $173.7K | 0.11% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 432 | $174.3K | 0.09% | +35+8.8% | Added |
| Roble, Belko & Company, Inc | 435 | $176.0K | 0.03% | +10+2.4% | Added |
| Front Row Advisors LLC | 450 | $181.7K | 0.06% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 450 | $181.7K | 0.07% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 450 | $181.7K | 0.04% | 00.0% | Unchanged |
| BIT Capital GmbH | 451 | $182.1K | 0.02% | +240+113.7% | Added |
| Pingora Partners LLC | 455 | $183.7K | 0.12% | −97−17.6% | Reduced |
| Campbell Capital Management Inc | 455 | $183.7K | 0.07% | +455 | New |
| Matrix Trust Co | 455 | $184.0K | 0.03% | +455 | New |
| Richardson Capital Management LLC | 456 | $184.2K | 0.12% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 457 | $184.6K | 0.03% | +457 | New |
| Game Plan Financial Advisors, LLC | 451 | $185.3K | 0.09% | +14+3.2% | Added |
| Solstein Capital, LLC | 459 | $185.4K | 0.10% | 00.0% | Unchanged |
| R Squared Ltd | 460 | $185.8K | 0.18% | +460 | New |
| WealthTrak Capital Management LLC | 466 | $188.2K | 0.16% | +466 | New |
| Pension & Wealth Management Advisors, Inc. | 472 | $190.8K | 0.08% | +17+3.7% | Added |
| REAP Financial Group, LLC | 477 | $192.5K | 0.05% | −2−0.4% | Reduced |
| Iron Horse Wealth Management, LLC | 485 | $195.9K | 0.07% | +8+1.7% | Added |
| PFS Partners, LLC | 487 | $196.7K | 0.11% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 490 | $197.9K | 0.03% | −150−23.4% | Reduced |
| Union Savings Bank | 495 | $199.9K | 0.10% | 00.0% | Unchanged |
| Note Advisors, LLC | 495 | $200.1K | 0.18% | +495 | New |
| Basepoint Wealth LLC | 496 | $200.3K | 0.16% | +496 | New |
| Salvus Wealth Management, LLC | 497 | $200.7K | 0.13% | +497 | New |
| Persium Advisors, LLC | 497 | $200.7K | 0.20% | +497 | New |
| Argyle Capital Partners, LLC | 498 | $201.3K | 0.17% | +498 | New |
| Uncommon Cents Investing LLC | 500 | $201.9K | 0.06% | −6−1.2% | Reduced |
| Osterweis Capital Management Inc | 500 | $201.9K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 500 | $201.9K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 500 | $201.9K | 0.07% | +240+92.3% | Added |
| Virtus Investment Advisers, Inc. | 500 | $201.9K | 0.16% | +500 | New |
| Alta Capital Management LLC | 500 | $201.9K | 0.01% | +500 | New |
| Gruss & Co., LLC | 500 | $201.9K | 0.86% | +500 | New |
| UBS Oconnor LLC | 500 | $201.9K | 0.01% | +500 | New |
| Bawa N Mallick Trust | 500 | $201.9K | 0.09% | +500 | New |
| Latko Wealth Management, Ltd. | 500 | $202.0K | 0.12% | +500 | New |
| Cerro Pacific Wealth Advisors LLC | 774 | $202.5K | 0.07% | +774 | New |
| Cutter & CO Brokerage, Inc. | 503 | $203.1K | 0.05% | +503 | New |
| FWL Investment Management, LLC | 504 | $203.5K | 0.07% | −35−6.5% | Reduced |
| Bluesphere Advisors, LLC | 505 | $203.9K | 0.10% | +505 | New |
| Alesco Advisors LLC | 506 | $204.3K | 0.01% | +506 | New |
| IMZ Advisory Inc | 506 | $204.3K | 0.09% | +506 | New |
| Sylvest Advisors, LLC | 506 | $204.4K | 0.13% | +506 | New |
| Absher Wealth Management, LLC | 507 | $204.7K | 0.03% | −1,199−70.3% | Reduced |
| Horizon Family Wealth, Inc. | 507 | $204.7K | 0.14% | −903−64.0% | Reduced |
| Foresight Capital Management Advisors, Inc. | 507 | $204.7K | 0.12% | +507 | New |
| Foundry Financial Group, Inc. | 508 | $205.2K | 0.13% | +508 | New |
| Private Client Services, LLC | 509 | $205.6K | 0.11% | +509 | New |
| Griffith & Werner, Inc. | 509 | $205.6K | 0.14% | +509 | New |
| Monticello Wealth Management, LLC | 511 | $206.4K | 0.02% | +511 | New |
| Legacy Solutions, LLC | 512 | $206.8K | 0.23% | +512 | New |
| Princeton Global Asset Management LLC | 513 | $207.2K | 0.04% | +15+3.0% | Added |
| Rainey & Randall Investment Management Inc. | 513 | $207.2K | 0.04% | +513 | New |
| One Charles Private Wealth Services, LLC | 513 | $207.2K | 0.07% | +513 | New |
| WealthCollab, LLC | 513 | $207.2K | 0.13% | −39−7.1% | Reduced |
| Rodgers & Associates, LTD | 514 | $207.6K | 0.02% | +514 | New |
| LFA - Lugano Financial Advisors SA | 515 | $208.0K | 0.14% | −256−33.2% | Reduced |
| Consolidated Capital Management, LLC | 515 | $208.0K | 0.09% | +515 | New |
| Defined Financial Planning LLC | 515 | $208.0K | 0.22% | +515 | New |
| Byrne Asset Management LLC | 516 | $208.4K | 0.15% | +20+4.0% | Added |
| Signature Wealth Management Partners, LLC | 516 | $208.4K | 0.14% | +516 | New |
| Heritage Financial Services, LLC | 516 | $208.4K | 0.03% | +516 | New |
| Refined Wealth Management | 517 | $208.8K | 0.16% | +517 | New |
| Vawter Financial, Ltd. | 517 | $208.8K | 0.13% | +517 | New |
| Umpqua Bank | 527 | $208.9K | 0.07% | +527 | New |
| Winton Group Ltd | 518 | $209.2K | 0.01% | −3,985−88.5% | Reduced |
| Leeward Financial Partners, LLC | 518 | $209.2K | 0.07% | +518 | New |
| Barden Capital Management, Inc. | 519 | $209.6K | 0.18% | +519 | New |
| Investment Advisory Services Inc | 520 | $210.0K | 0.07% | +520 | New |
| Knuff & Co LLC | 520 | $210.0K | 0.06% | +520 | New |
| Hilltop Wealth Advisors, LLC | 521 | $210.5K | 0.11% | +521 | New |
| Archvest Wealth Advisors, Inc. | 522 | $210.8K | 0.15% | +522 | New |
| Saxon Interests, Inc. | 523 | $211.2K | 0.09% | +523 | New |
| Accredited Wealth Management, LLC | 524 | $211.6K | 0.19% | +524 | New |
| Bank of Nova Scotia Trust Co | 525 | $212.0K | 0.02% | +525 | New |
| Dumont & Blake Investment Advisors LLC | 526 | $212.4K | 0.06% | −2,997−85.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 527 | $212.8K | 0.03% | −20−3.7% | Reduced |
| First Western Trust Bank | 527 | $212.8K | 0.01% | +527 | New |
| GenWealth Group, Inc. | 527 | $212.8K | 0.05% | +527 | New |
| Vermillion & White Wealth Management Group, LLC | 528 | $213.2K | 0.16% | −181−25.5% | Reduced |
| Invesco, LLC | 529 | $213.6K | 0.09% | +529 | New |
| Poinciana Advisors Group, LLC | 530 | $214.0K | 0.22% | +530 | New |
| Taylor Financial Group, Inc. | 530 | $214.0K | 0.15% | −1,095−67.4% | Reduced |
| RiverGlades Family Offices LLC | 530 | $214.0K | 0.15% | +530 | New |
| Cambridge Financial Group, LLC | 531 | $214.4K | 0.09% | +531 | New |
| Founders Capital Management | 532 | $214.8K | 0.14% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 532 | $214.8K | 0.08% | +532 | New |
| Hubbell Strickland Wealth Management, LLC | 532 | $214.9K | 0.10% | +532 | New |
| WPWealth LLP | 534 | $215.7K | 0.04% | +534 | New |
| Smith & Howard Wealth Management, LLC | 536 | $216.5K | 0.06% | +536 | New |
| Nova R Wealth, Inc. | 538 | $217.3K | 0.11% | +538 | New |
| Betterment LLC | 539 | $218.0K | 0.00% | +539 | New |
| Mosaic Financial Group, LLC | 541 | $218.0K | 0.16% | +541 | New |
| Gould Asset Management LLC | 540 | $218.1K | 0.05% | +540 | New |
| Renaissance Investment Group LLC | 540 | $218.1K | 0.05% | +540 | New |
| StoneCrest Wealth Management, Inc. | 540 | $218.1K | 0.14% | +540 | New |
| Unified Investment Management | 540 | $218.1K | 0.25% | +540 | New |
