| Kentucky Trust Co | 445 | $141.4K | 0.08% | +105+30.9% | Added |
| Private Wealth Management Group, LLC | 449 | $142.5K | 0.05% | +15+3.5% | Added |
| Kelly Lawrence W & Associates Inc | 450 | $142.9K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 450 | $142.9K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 451 | $143.3K | 0.03% | −6,309−93.3% | Reduced |
| Clear Investment Research, LLC | 453 | $143.9K | 0.18% | +82+22.1% | Added |
| Centricity Wealth Management, LLC | 454 | $144.2K | 0.12% | 00.0% | Unchanged |
| WealthCollab, LLC | 454 | $144.2K | 0.08% | +8+1.8% | Added |
| Essex Investment Management Co LLC | 471 | $149.6K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 476 | $151.2K | 0.09% | +75+18.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 479 | $152.2K | 0.19% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 491 | $156.0K | 0.11% | +39+8.6% | Added |
| Parvin Asset Management, LLC | 495 | $157.2K | 0.16% | −90−15.4% | Reduced |
| Carmignac Gestion | 500 | $158.8K | 0.00% | −500−50.0% | Reduced |
| Hughes Financial Services, LLC | 504 | $161.2K | 0.03% | +31+6.6% | Added |
| Emerald Mutual Fund Advisers Trust | 509 | $161.7K | 0.01% | −26−4.9% | Reduced |
| Atlantic Trust, LLC | 510 | $162.0K | 0.03% | +379+289.3% | Added |
| IAG Wealth Partners, LLC | 513 | $163.0K | 0.02% | +125+32.2% | Added |
| Accredited Wealth Management, LLC | 528 | $167.7K | 0.14% | +105+24.8% | Added |
| Painted Porch Advisors LLC | 530 | $168.4K | 0.07% | −21−3.8% | Reduced |
| Founders Capital Management | 532 | $169.0K | 0.10% | 00.0% | Unchanged |
| Essential Partners LLC | 535 | $169.9K | 0.07% | +535 | New |
| Polymer Capital Management (US) LLC | 537 | $170.6K | 0.03% | +537 | New |
| Rowland & Co Investment Counsel | 540 | $171.5K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 541 | $171.9K | 0.17% | +99+22.4% | Added |
| Insight Financial Services | 542 | $172.2K | 0.13% | +2+0.4% | Added |
| Contravisory Investment Management, Inc. | 549 | $174.4K | 0.03% | +438+394.6% | Added |
| LOM Asset Management Ltd | 555 | $176.0K | 0.06% | +555 | New |
| CKW Financial Group | 600 | $180.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 570 | $181.1K | 0.12% | +20+3.6% | Added |
| Northwest Capital Management Inc | 573 | $182.1K | 0.10% | −899−61.1% | Reduced |
| Signature Resources Capital Management, LLC | 575 | $182.7K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 575 | $182.7K | 0.09% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 575 | $182.9K | 0.13% | −82−12.5% | Reduced |
| PFS Partners, LLC | 577 | $183.3K | 0.09% | +86+17.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 584 | $185.5K | 0.12% | +56+10.6% | Added |
| Pinnacle Bancorp, Inc. | 585 | $185.8K | 0.06% | +45+8.3% | Added |
| Roble, Belko & Company, Inc | 585 | $186.0K | 0.03% | +150+34.5% | Added |
| Bullock Wealth Management Group | 620 | $186.4K | 0.10% | +95+18.1% | Added |
| ROSS\JOHNSON & Associates LLC | 587 | $186.5K | 3.84% | +584+19,466.7% | Added |
| Bank of New Hampshire | 588 | $186.8K | 0.05% | +160+37.4% | Added |
| Trifecta Capital Advisors, LLC | 591 | $187.7K | 0.03% | −214−26.6% | Reduced |
| Zeit Capital LLC | 595 | $189.0K | 0.14% | +192+47.6% | Added |
| Godsey & Gibb Associates | 601 | $190.9K | 0.02% | −488−44.8% | Reduced |
| Howard Hughes Medical Institute | 601 | $190.9K | 0.08% | +601 | New |
| MPWM Advisory Solutions, LLC | 604 | $191.9K | 0.12% | +117+24.0% | Added |
| Ameliora Wealth Management Ltd. | 606 | $192.5K | 0.07% | −162−21.1% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 606 | $192.5K | 0.06% | +606 | New |
| WealthTrak Capital Management LLC | 606 | $192.5K | 0.16% | +116+23.7% | Added |
| Pacifica Partners Inc. | 605 | $195.8K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 617 | $196.0K | 0.06% | −18−2.8% | Reduced |
| Barrett & Company, Inc. | 617 | $196.0K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 625 | $198.5K | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 627 | $199.2K | 0.03% | +170+37.2% | Added |
| Glass Jacobson Investment Advisors llc | 628 | $199.5K | 0.08% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 630 | $200.1K | 0.03% | +114+22.1% | Added |
| Riverwater Partners LLC | 630 | $200.1K | 0.09% | +630 | New |
| Midwestern Financial, LLC | 630 | $200.1K | 0.19% | +630 | New |
| Olistico Wealth, LLC | 631 | $200.4K | 0.11% | +580+1,137.3% | Added |
| Townsend Asset Management Corp | 631 | $200.4K | 0.07% | +631 | New |
| Gillespie Robinson & Grimm Inc | 631 | $200.4K | 0.01% | +631 | New |
| Investors Research Corp | 635 | $201.7K | 0.04% | +125+24.5% | Added |
| Berkshire Asset Management LLC | 635 | $201.7K | 0.01% | +635 | New |
| Chatham Capital Group, Inc. | 635 | $201.7K | 0.03% | +635 | New |
| Evolution Wealth Management Inc. | 635 | $201.7K | 0.25% | +635 | New |
| Moment Partners, LLC | 635 | $201.7K | 0.04% | +635 | New |
| Asset Allocation & Management Company, LLC | 635 | $202.0K | 0.09% | +635 | New |
| Tectonic Advisors LLC | 636 | $202.0K | 0.01% | −150−19.1% | Reduced |
| Brasada Capital Management, LP | 641 | $202.1K | 0.03% | +641 | New |
| Meritage Portfolio Management | 637 | $202.3K | 0.01% | +637 | New |
| Miller Financial Services LLC | 638 | $202.7K | 0.26% | +638 | New |
| Christensen, King & Associates Investment Services, Inc. | 638 | $202.7K | 0.09% | +638 | New |
| Retirement Financial Solutions, LLC | 639 | $203.0K | 0.07% | +639 | New |
| Crawford Investment Counsel Inc | 640 | $203.2K | 0.00% | +640 | New |
| Tanager Wealth Management LLP | 640 | $203.3K | 0.02% | +640 | New |
| Stone House Investment Management, LLC | 643 | $204.1K | 0.04% | +58+9.9% | Added |
| Emergent Wealth Advisors, LLC | 644 | $204.6K | 0.13% | −197−23.4% | Reduced |
| Paul R. Ried Financial Group, LLC | 644 | $204.6K | 0.12% | +644 | New |
| Pring Turner Capital Group Inc | 650 | $206.5K | 0.13% | +650 | New |
| Loudon Investment Management, LLC | 650 | $206.5K | 0.11% | +650 | New |
| Schwallier Wealth Management LLC | 650 | $206.5K | 0.13% | +650 | New |
| LongView Asset Management LLC | 650 | $206.5K | 0.16% | +650 | New |
| Topsail Wealth Management, LLC | 650 | $206.5K | 0.04% | +650 | New |
| McDonald Partners LLC | 650 | $206.5K | 0.05% | +650 | New |
| Providence Capital Advisors, LLC | 650 | $206.6K | 0.04% | +650 | New |
| Marble Harbor Investment Counsel, LLC | 655 | $208.1K | 0.02% | +655 | New |
| Pacific Wealth Strategies Group, Inc. | 675 | $208.1K | 0.14% | +675 | New |
| Pointe Capital Management LLC | 657 | $208.7K | 0.11% | +657 | New |
| Cannon Financial Strategists, Inc. | 657 | $208.7K | 0.03% | −116−15.0% | Reduced |
| Triune Financial Partners, LLC | 657 | $208.8K | 0.06% | +657 | New |
| Kaufman Rossin Wealth, LLC | 659 | $209.3K | 0.13% | +659 | New |
| Cumberland Advisors Inc | 660 | $209.7K | 0.09% | +660 | New |
| Skylands Capital, LLC | 660 | $209.7K | 0.03% | +660 | New |
| Petix & Botte Co | 660 | $209.7K | 0.05% | +660 | New |
| American National Bank | 661 | $210.0K | 0.02% | +553+512.0% | Added |
| Avalon Trust Co | 662 | $210.3K | 0.02% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 665 | $211.2K | 0.04% | −249−27.2% | Reduced |
| Chilton Investment Co LLC | 665 | $211.2K | 0.00% | +665 | New |
| Dumont & Blake Investment Advisors LLC | 666 | $211.6K | 0.06% | +666 | New |
| Refined Wealth Management | 668 | $212.2K | 0.15% | +668 | New |
