| Diligent Investors, LLC | 685 | $208.2K | 0.05% | +685 | New |
| Indiana Trust & Investment Management CO | 688 | $209.1K | 0.06% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 689 | $209.4K | 0.07% | −30−4.2% | Reduced |
| Manchester Financial Inc | 689 | $209.4K | 0.04% | +689 | New |
| Pinnacle Bancorp, Inc. | 691 | $209.9K | 0.06% | −362−34.4% | Reduced |
| Steinberganna Wealth Management | 691 | $210.0K | 0.10% | −267−27.9% | Reduced |
| Hutchinson Capital Management | 691 | $210.0K | 0.04% | +691 | New |
| Equity Investment Corp | 693 | $210.6K | 0.00% | +693 | New |
| Wallace Hart LLC | 693 | $210.6K | 0.16% | +693 | New |
| Echo45 Advisors LLC | 694 | $210.8K | 0.12% | +694 | New |
| Financial Council Asset Management Inc | 694 | $210.9K | 0.08% | +694 | New |
| Solstein Capital, LLC | 695 | $211.2K | 0.08% | +32+4.8% | Added |
| North Star Investment Management Corp. | 696 | $211.5K | 0.01% | −59−7.8% | Reduced |
| Townsend & Associates, Inc | 620 | $211.8K | 0.02% | +620 | New |
| Capital Counsel LLC | 699 | $212.4K | 0.01% | +699 | New |
| Rede Wealth, LLC | 700 | $212.7K | 0.07% | +700 | New |
| Constitution Capital LLC | 700 | $212.7K | 0.10% | +700 | New |
| Nkcfo LLC | 700 | $213.0K | 0.06% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 702 | $213.0K | 0.08% | +702 | New |
| Graham Capital Management, L.P. | 702 | $213.3K | 0.01% | +702 | New |
| Van Hulzen Asset Management, LLC | 703 | $213.5K | 0.02% | +703 | New |
| Arvest Bank Trust Division | 703 | $213.6K | 0.01% | −29−4.0% | Reduced |
| Phillips Financial Management, LLC | 703 | $213.6K | 0.01% | +703 | New |
| Focused Wealth Management, Inc | 704 | $214.0K | 0.02% | +704 | New |
| Frederick Financial Consultants, LLC | 704 | $214.0K | 0.12% | −14−1.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 706 | $214.5K | 0.05% | −102−12.6% | Reduced |
| Prasad Wealth Partners, LLC | 707 | $214.8K | 0.06% | +707 | New |
| Blue Bell Private Wealth Management, LLC | 707 | $214.8K | 0.03% | +86+13.8% | Added |
| Adkins Seale Capital Management LLC | 707 | $214.8K | 0.21% | +707 | New |
| Liberty Atlantic Advisors LLC | 707 | $215.4K | 0.21% | +707 | New |
| Guardian Financial Partners, LLC | 709 | $215.5K | 0.09% | +709 | New |
| Drake & Associates, LLC | 712 | $216.4K | 0.04% | +22+3.2% | Added |
| Mandatum Life Insurance Co Ltd | 713 | $216.7K | 0.05% | +713 | New |
| Trinity Financial Advisors LLC | 713 | $217.2K | 0.06% | +713 | New |
| Three Seasons Wealth, LLC | 715 | $217.8K | 0.02% | +715 | New |
| One Wealth Capital Management, LLC | 717 | $217.9K | 0.09% | +717 | New |
| Warner Group LLC | 718 | $218.2K | 0.13% | +718 | New |
| Balance Wealth, LLC | 719 | $218.5K | 0.07% | −19−2.6% | Reduced |
| GDS Wealth Management | 722 | $219.4K | 0.01% | +722 | New |
| Retirement Planning Co of New England, Inc. | 723 | $219.6K | 0.09% | −8−1.1% | Reduced |
| Concorde Asset Management, LLC | 724 | $220.0K | 0.09% | +724 | New |
| Atlanta Consulting Group Advisors, LLC | 723 | $220.1K | 0.05% | +723 | New |
| Tower Bridge Advisors | 725 | $220.3K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 726 | $220.6K | 0.16% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 727 | $221.1K | 0.04% | +727 | New |
| Advus Financial Partners, LLC | 730 | $221.8K | 0.05% | −114−13.5% | Reduced |
| Tableaux LLC | 736 | $222.0K | 0.16% | +736 | New |
| Pettinga Financial Advisors, LLC | 732 | $222.4K | 0.04% | +732 | New |
| Heritage Investment Group, Inc. | 732 | $222.4K | 0.03% | +732 | New |
| Juncture Wealth Strategies, LLC | 733 | $222.8K | 0.07% | +733 | New |
| Mosaic Financial Group, LLC | 735 | $223.0K | 0.15% | 00.0% | Unchanged |
| Thryve Wealth Management LLC | 734 | $223.1K | 0.11% | +734 | New |
| Bienville Capital Management, LLC | 735 | $223.9K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 738 | $224.2K | 0.03% | +738 | New |
| Prairie Wealth Advisors, Inc. | 0 | $224.2K | 0.10% | −726−100.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 670 | $224.4K | 0.04% | −90−11.8% | Reduced |
| Bullock Wealth Management Group | 739 | $224.6K | 0.11% | +16+2.2% | Added |
| Knightsbridge Asset Management, LLC | 739 | $224.6K | 0.04% | +10+1.4% | Added |
| Alterna Wealth Management, Inc | 739 | $224.6K | 0.19% | +739 | New |
| 55 North Private Wealth, LLC | 739 | $224.6K | 0.06% | +739 | New |
| Ducere Wealth Management LLC | 740 | $224.9K | 0.09% | +740 | New |
| WealthTrust Axiom LLC | 745 | $226.4K | 0.06% | +745 | New |
| Destination Wealth Management | 746 | $226.7K | 0.01% | +746 | New |
| Rebalance, LLC | 747 | $227.0K | 0.01% | +747 | New |
| Thrive Wealth Management, LLC | 749 | $227.5K | 0.03% | +749 | New |
| Scissortail Wealth Management, LLC | 750 | $227.9K | 0.05% | 00.0% | Unchanged |
| Strategic Advisory Partners, LLC | 752 | $228.5K | 0.19% | +752 | New |
| Argyle Capital Management Inc. | 753 | $228.8K | 0.08% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 753 | $228.8K | 0.15% | +753 | New |
| Legacy Wealth Managment, LLC | 753 | $228.8K | 0.11% | +284+60.6% | Added |
| Johnson & White Wealth Management, LLC | 755 | $229.4K | 0.10% | 00.0% | Unchanged |
| DDD Partners, LLC | 755 | $229.4K | 0.01% | +755 | New |
| Purus Wealth Management, LLC | 755 | $229.4K | 0.07% | +755 | New |
| Southland Equity Partners LLC | 755 | $229.5K | 0.05% | +36+5.0% | Added |
| Petros Family Wealth, LLC | 757 | $230.0K | 0.15% | +757 | New |
| SK Wealth Management, LLC | 679 | $230.6K | 0.06% | 00.0% | Unchanged |
| CPA Asset Management LLC | 759 | $230.7K | 0.08% | +759 | New |
| Financial Life Planners | 760 | $231.0K | 0.17% | +151+24.8% | Added |
| WealthShield Partners, LLC | 761 | $231.3K | 0.03% | −30−3.8% | Reduced |
| Liberty Square Wealth Partners LLC | 762 | $231.6K | 0.07% | 00.0% | Unchanged |
| Pathfinder Wealth Consulting, Inc. | 762 | $231.7K | 0.15% | +762 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 762 | $232.2K | 0.04% | +762 | New |
| Financial Consulate, Inc | 765 | $232.4K | 0.03% | −88−10.3% | Reduced |
| Stonekeep Investments, LLC | 768 | $233.0K | 0.15% | +18+2.4% | Added |
| ProShare Advisors LLC | 768 | $233.4K | 0.00% | −210−21.5% | Reduced |
| Alta Wealth Advisors LLC | 768 | $233.4K | 0.08% | −1,573−67.2% | Reduced |
| Consolidated Capital Management, LLC | 770 | $234.0K | 0.07% | +770 | New |
| Tripletail Wealth Management, LLC | 771 | $234.3K | 0.30% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 771 | $234.3K | 0.17% | +13+1.7% | Added |
| Vines Capital Management, LLC | 777 | $236.1K | 0.23% | +777 | New |
| Global Wealth Management Investment Advisory, Inc. | 777 | $236.2K | 0.04% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 778 | $236.4K | 0.03% | +778 | New |
| V2 Financial group LLC | 779 | $236.7K | 0.12% | +3+0.4% | Added |
| Falcon Wealth Planning | 780 | $237.0K | 0.02% | +33+4.4% | Added |
| Verity Asset Management, Inc. | 781 | $237.3K | 0.10% | −2,207−73.9% | Reduced |
| First City Capital Management, Inc. | 781 | $237.3K | 0.13% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 783 | $237.9K | 0.20% | −2,255−74.2% | Reduced |
| Shariaportfolio, Inc. | 784 | $238.3K | 0.10% | −5,472−87.5% | Reduced |
| Nemes Rush Group LLC | 785 | $238.6K | 0.02% | +77+10.9% | Added |
| Stelac Advisory Services LLC | 788 | $240.0K | 0.08% | +84+11.9% | Added |
