| Triad Financial Advisors, Inc. | 752 | $378.0K | 0.22% | +752 | New |
| Machina Capital S.A.S. | 755 | $379.0K | 0.91% | −704−48.3% | Reduced |
| Strategic Wealth Designers | 754 | $379.0K | 0.10% | +754 | New |
| Prudential PLC | 756 | $380.0K | 0.01% | −509−40.2% | Reduced |
| American Financial Advisors, LLC | 757 | $380.0K | 0.05% | +1+0.1% | Added |
| Epic Trust Investment Advisors, LLC | 756 | $380.0K | 0.55% | +756 | New |
| Hemington Wealth Management | 1,090 | $382.0K | 0.18% | −25−2.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 761 | $382.0K | 0.19% | −22−2.8% | Reduced |
| First Command Bank | 983 | $384.0K | 0.07% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 811 | $384.0K | 0.03% | −61−7.0% | Reduced |
| Redwood Investments, LLC | 764 | $384.0K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 764 | $384.0K | 0.27% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 767 | $385.0K | 0.04% | +67+9.6% | Added |
| Delta Investment Management, LLC | 769 | $386.0K | 0.11% | −10−1.3% | Reduced |
| Vantage Consulting Group Inc | 771 | $387.0K | 0.10% | −85−9.9% | Reduced |
| Syntax Advisors, LLC | 771 | $387.0K | 0.29% | +771 | New |
| First Community Trust NA | 771 | $387.1K | 0.32% | +771 | New |
| Evanson Asset Management, LLC | 773 | $388.0K | 0.03% | +1+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 772 | $388.0K | 0.13% | +227+41.7% | Added |
| Phoenix Holdings Ltd. | 770 | $390.0K | 0.01% | +770 | New |
| Blue Zone Wealth Advisors, LLC | 779 | $391.0K | 0.13% | +121+18.4% | Added |
| Silverhawk Asset Management, LLC | 780 | $392.0K | 0.31% | +780 | New |
| Independent Solutions Wealth Management, LLC | 784 | $393.7K | 0.09% | +62+8.6% | Added |
| Kowal Investment Group, LLC | 785 | $394.0K | 0.12% | +169+27.4% | Added |
| Jag Capital Management, LLC | 786 | $395.0K | 0.03% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 793 | $398.0K | 0.00% | −809−50.5% | Reduced |
| Westfield Capital Management Co LP | 795 | $399.0K | 0.00% | −56,219−98.6% | Reduced |
| 360 Financial, Inc. | 794 | $399.0K | 0.18% | −121−13.2% | Reduced |
| IPG Investment Advisors LLC | 796 | $400.0K | 0.07% | −13−1.6% | Reduced |
| Beck Bode, LLC | 803 | $403.0K | 0.10% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 802 | $403.0K | 0.32% | +802 | New |
| Leo H. Evart, Inc. | 802 | $403.0K | 0.39% | +802 | New |
| Range Financial Group LLC | 805 | $404.0K | 0.27% | −48−5.6% | Reduced |
| Rathbone Brothers plc | 805 | $404.0K | 0.00% | +18+2.3% | Added |
| Fortem Financial Group, LLC | 808 | $406.0K | 0.19% | +15+1.9% | Added |
| C M Bidwell & Associates Ltd | 810 | $407.0K | 0.25% | −30−3.6% | Reduced |
| Chickasaw Capital Management LLC | 815 | $409.0K | 0.02% | −175−17.7% | Reduced |
| FirstPurpose Wealth LLC | 814 | $409.0K | 0.26% | +814 | New |
| Zuckerman Investment Group, LLC | 817 | $410.0K | 0.06% | +43+5.6% | Added |
| Orgel Wealth Management, LLC | 819 | $411.0K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 819 | $411.0K | 0.09% | +19+2.4% | Added |
| One + One Wealth Management, LLC | 820 | $412.0K | 0.28% | −10−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 822 | $412.0K | 0.13% | +32+4.1% | Added |
| MSH Capital Advisors LLC | 821 | $412.3K | 0.18% | +821 | New |
| ETF Portfolio Partners, Inc. | 822 | $413.0K | 0.16% | +13+1.6% | Added |
| Baystate Wealth Management LLC | 826 | $415.0K | 0.04% | +37+4.7% | Added |
| BHK Investment Advisors, LLC | 830 | $417.0K | 0.16% | +20+2.5% | Added |
| Waters Parkerson & Co., LLC | 831 | $417.0K | 0.02% | +49+6.3% | Added |
| Wendell David Associates Inc | 832 | $418.0K | 0.04% | −44−5.0% | Reduced |
| Regal Wealth Group, Inc. | 835 | $419.0K | 0.24% | +3+0.4% | Added |
| Private Asset Management Inc | 839 | $421.0K | 0.05% | −106−11.2% | Reduced |
| Element Wealth, LLC | 839 | $422.0K | 0.32% | +13+1.6% | Added |
| First Bank & Trust | 845 | $424.0K | 0.18% | +34+4.2% | Added |
| First International Bank & Trust | 848 | $426.0K | 0.15% | +848 | New |
| Satovsky Asset Management LLC | 855 | $429.0K | 0.29% | +3+0.4% | Added |
| Clarus Group, Inc. | 971 | $431.0K | 0.29% | −17−1.7% | Reduced |
| Ellsworth Advisors, LLC | 859 | $431.0K | 0.16% | −54−5.9% | Reduced |
| CenterStar Asset Management, LLC | – | $431.0K | 0.33% | – | New |
| CWS Financial Advisors, LLC | 863 | $433.0K | 0.15% | +863 | New |
| Barber Financial Group, Inc. | 865 | $434.0K | 0.05% | −45−4.9% | Reduced |
| Resurgent Financial Advisors LLC | 864 | $434.0K | 0.36% | +864 | New |
| Pasadena Private Wealth, LLC | 867 | $435.0K | 0.14% | +867 | New |
| Custos Family Office, LLC | 865 | $435.0K | 0.40% | +865 | New |
| Farmers Trust Co | 868 | $436.0K | 0.09% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 871 | $437.0K | 0.23% | −35−3.9% | Reduced |
| Courier Capital LLC | 870 | $437.0K | 0.04% | −12−1.4% | Reduced |
| Objective Capital Management, LLC | 871 | $437.0K | 0.31% | +871 | New |
| Private Ocean, LLC | 872 | $438.0K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 877 | $440.0K | 0.11% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 878 | $441.0K | 0.22% | +127+16.9% | Added |
| Bouchey Financial Group Ltd | 879 | $441.0K | 0.06% | +879 | New |
| Rosenberg Matthew Hamilton | 881 | $442.0K | 0.16% | −1−0.1% | Reduced |
| Charter Oak Capital Management, LLC | 881 | $442.0K | 0.05% | +21+2.4% | Added |
| Cairn Investment Group, Inc. | 882 | $443.0K | 0.31% | +68+8.4% | Added |
| Capital Investment Services of America, Inc. | 885 | $444.0K | 0.04% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 887 | $445.0K | 0.03% | +887 | New |
| Steigerwald, Gordon & Koch Inc. | 889 | $446.0K | 0.07% | +12+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 893 | $448.0K | 0.21% | +249+38.7% | Added |
| Intercontinental Wealth Advisors, LLC | 895 | $449.0K | 0.09% | +25+2.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 890 | $450.0K | 0.28% | +890 | New |
| Sonata Capital Group Inc | 898 | $451.0K | 0.19% | −31−3.3% | Reduced |
| Asset Allocation & Management Company, LLC | 900 | $452.0K | 0.15% | +900 | New |
| Citizens & Northern Corp | 904 | $454.0K | 0.16% | −51−5.3% | Reduced |
| CFS Investment Advisory Services, LLC | 960 | $455.0K | 0.06% | +23+2.5% | Added |
| Vahanian & Associates Financial Planning Inc. | 907 | $455.0K | 0.37% | +907 | New |
| Summit Global Investments | 910 | $457.0K | 0.03% | +13+1.4% | Added |
| Kalos Management, Inc. | 992 | $459.0K | 0.12% | +64+6.9% | Added |
| Avenue 1 Advisors, LLC | 914 | $459.0K | 0.24% | −16−1.7% | Reduced |
| Insight Folios Inc | 916 | $460.0K | 0.22% | +3+0.3% | Added |
| Stonebridge Financial Planning Group, LLC | 987 | $460.0K | 0.24% | +220+28.7% | Added |
| Red Wave Investments LLC | 918 | $461.0K | 0.16% | −31−3.3% | Reduced |
| First Farmers & Merchants Bank / Trust | 918 | $461.0K | 0.46% | +918 | New |
| Column Capital Advisors, LLC | 921 | $462.0K | 0.09% | +257+38.7% | Added |
| Angeles Investment Advisors, LLC | 921 | $462.0K | 0.02% | +921 | New |
| Lanham O'Dell & Company, Inc. | 920 | $462.0K | 0.36% | +920 | New |
| Smith Anglin Financial, LLC | 926 | $465.0K | 0.08% | +2+0.2% | Added |
| Barry Investment Advisors, LLC | 927 | $466.0K | 0.12% | +2+0.2% | Added |
| Aufman Associates Inc | 930 | $467.0K | 0.35% | +11+1.2% | Added |
| Garde Capital, Inc. | 929 | $467.0K | 0.05% | +101+12.2% | Added |
| Klingman & Associates, LLC | 932 | $468.0K | 0.04% | +34+3.8% | Added |
