| Independence Financial Advisors, LLC | 583 | $204.2K | 0.08% | +583 | New |
| Tacita Capital Inc | 584 | $204.7K | 0.15% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 589 | $204.9K | 0.18% | −32−5.2% | Reduced |
| West Bancorporation Inc | 585 | $205.0K | 0.14% | −86−12.8% | Reduced |
| S. R. Schill & Associates | 585 | $205.0K | 0.16% | +585 | New |
| Wisconsin Wealth Advisors, LLC | 585 | $205.0K | 0.29% | +585 | New |
| Spectrum Wealth Advisory Group, LLC | 586 | $205.4K | 0.10% | +586 | New |
| Wiser Advisor Group LLC | 588 | $205.9K | 0.30% | +1+0.2% | Added |
| Symmetry Partners, LLC | 588 | $206.0K | 0.03% | −247−29.6% | Reduced |
| Kendall Capital Management | 588 | $206.1K | 0.06% | −60−9.3% | Reduced |
| Wealthcare Capital Management LLC | 590 | $206.8K | 0.02% | +590 | New |
| Eaton-Cambridge Inc. | 590 | $206.8K | 0.09% | +590 | New |
| Teramo Advisors, LLC | 591 | $207.1K | 0.08% | +591 | New |
| ShoreHaven Wealth Partners, LLC | 591 | $207.3K | 0.10% | +591 | New |
| eCIO, Inc. | 592 | $207.5K | 0.07% | +592 | New |
| Capital Square, LLC | 594 | $208.2K | 0.12% | −62−9.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 596 | $208.9K | 0.13% | −106−15.1% | Reduced |
| Barrett & Company, Inc. | 596 | $209.0K | 0.09% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 597 | $209.1K | 0.09% | +30+5.3% | Added |
| Adamsbrown Wealth Consultants LLC | 600 | $210.1K | 0.07% | +600 | New |
| Requisite Capital Management, LLC | 600 | $210.3K | 0.05% | −1,727−74.2% | Reduced |
| Founders Capital Management | 600 | $210.3K | 0.14% | −19−3.1% | Reduced |
| Meridian Financial, LLC | 600 | $210.3K | 0.15% | +600 | New |
| Rooted Wealth Advisors, Inc. | 672 | $210.5K | 0.09% | +672 | New |
| WealthCare Investment Partners, LLC | 659 | $210.9K | 0.09% | +1+0.2% | Added |
| Clayton Financial Group LLC | 602 | $211.0K | 0.08% | −65−9.7% | Reduced |
| Spectrum Strategic Capital Management, LLC | 602 | $211.0K | 0.13% | +602 | New |
| Verus Financial Partners, Inc. | 631 | $211.8K | 0.02% | +631 | New |
| Bernardo Wealth Planning LLC | 605 | $212.0K | 0.05% | +605 | New |
| Wrenne Financial Planning LLC | 605 | $212.0K | 0.11% | +605 | New |
| Wilsey Asset Management Inc | 607 | $212.7K | 0.04% | +607 | New |
| Stonekeep Investments, LLC | 608 | $213.0K | 0.16% | +608 | New |
| Defender Capital, LLC. | 620 | $213.5K | 0.08% | +620 | New |
| Dakota Community Bank & Trust NA | 611 | $214.1K | 1.03% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 611 | $214.1K | 0.17% | +611 | New |
| Comprehensive Financial Planning, Inc. | 612 | $214.5K | 0.21% | 00.0% | Unchanged |
| Standard Family Office LLC | 612 | $214.5K | 0.28% | −459−42.9% | Reduced |
| Innovative Wealth Building LLC | 614 | $215.3K | 0.20% | +614 | New |
| Brave Warrior Advisors, LLC | 618 | $216.6K | 0.00% | +618 | New |
| Good Steward Wealth Advisors,LLC | 618 | $216.6K | 0.20% | +618 | New |
| B.O.S.S. Retirement Advisors, LLC | 618 | $216.7K | 0.06% | −29−4.5% | Reduced |
| Panoramic Investment Advisors, LLC | 619 | $216.9K | 0.15% | −50−7.5% | Reduced |
| Summit Financial Consulting LLC | 620 | $217.3K | 0.20% | +620 | New |
| Spectrum Planning & Advisory Services Inc. | 620 | $217.3K | 0.18% | −28−4.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 620 | $217.3K | 0.14% | +620 | New |
| Adams Wealth Management | 621 | $217.6K | 0.04% | −14−2.2% | Reduced |
| CacheTech Inc. | 621 | $217.6K | 0.04% | −14−2.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 621 | $217.6K | 0.03% | 00.0% | Unchanged |
| David J Yvars Group | 624 | $218.7K | 0.17% | +624 | New |
| Ogorek Anthony Joseph | 627 | $219.0K | 0.07% | +201+47.2% | Added |
| Commons Capital, LLC | 625 | $219.0K | 0.20% | +625 | New |
| Schwab Charitable Fund | 625 | $219.2K | 0.01% | +625 | New |
| Carroll Investors, Inc | 626 | $219.4K | 0.15% | +626 | New |
| Taylor Financial Group, Inc. | 626 | $219.4K | 0.15% | +626 | New |
| Grey Fox Wealth Advisors, LLC | 629 | $220.5K | 0.06% | +629 | New |
| Pettinga Financial Advisors, LLC | 629 | $220.6K | 0.05% | +629 | New |
| Kooman & Associates | 630 | $220.8K | 0.08% | +630 | New |
| Maltin Wealth Management, Inc. | 630 | $220.9K | 0.10% | +630 | New |
| Payne Capital Management, LLC | 631 | $221.1K | 0.09% | +631 | New |
| LPWM LLC | 632 | $221.5K | 0.07% | +632 | New |
| Claris Advisors, LLC | 632 | $221.5K | 0.08% | +632 | New |
| Wooster Corthell Wealth Management, Inc. | 633 | $221.8K | 0.05% | +633 | New |
| Provident Wealth Management, LLC | 634 | $222.2K | 0.08% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 636 | $223.0K | 0.09% | −1,488−70.1% | Reduced |
| Poinciana Advisors Group, LLC | 637 | $223.3K | 0.23% | +637 | New |
| University of Texas/Texas Am Investment Managment Co | 638 | $223.6K | 0.04% | −208−24.6% | Reduced |
| Cosner Financial Group, LLC | 640 | $224.3K | 0.14% | 00.0% | Unchanged |
| G&S Capital LLC | 642 | $225.0K | 0.10% | +9+1.4% | Added |
| Doheny Asset Management | 643 | $225.0K | 0.18% | +643 | New |
| Advance Capital Management, Inc. | 642 | $225.0K | 0.01% | +642 | New |
| Confluence Investment Management LLC | 644 | $225.7K | 0.00% | +644 | New |
| Cladis Investment Advisory, LLC | 644 | $225.8K | 0.16% | −100−13.4% | Reduced |
| Code Waechter LLC | 644 | $226.0K | 0.19% | −35−5.2% | Reduced |
| Penney Financial, LLC | 645 | $226.0K | 0.15% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 646 | $226.5K | 0.05% | −220−25.4% | Reduced |
| NewSquare Capital LLC | 649 | $227.4K | 0.02% | +538+484.7% | Added |
| Cumberland Advisors Inc | 650 | $227.8K | 0.10% | +10+1.6% | Added |
| Pinnacle Financial Group, LLC | 652 | $228.6K | 0.08% | −29−4.3% | Reduced |
| Matrix Trust Co | 654 | $229.0K | 0.04% | +143+28.0% | Added |
| Capstone Financial Advisors, Inc. | 654 | $229.0K | 0.01% | −218−25.0% | Reduced |
| Medallion Wealth Advisors, LLC | 660 | $229.7K | 0.10% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 656 | $229.9K | 0.10% | +656 | New |
| tru Independence LLC | 660 | $231.3K | 0.07% | +6+0.9% | Added |
| Slow Capital, Inc. | 660 | $231.3K | 0.03% | −40−5.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 661 | $231.7K | 0.04% | +91+16.0% | Added |
| Pinnacle Family Advisors, LLC | 661 | $231.8K | 0.13% | −1−0.2% | Reduced |
| Summit Global Investments | 663 | $232.0K | 0.02% | +663 | New |
| Flaharty Asset Management, LLC | 663 | $232.4K | 0.03% | −348−34.4% | Reduced |
| Uniting Wealth Partners, LLC | 664 | $232.6K | 0.12% | −63−8.7% | Reduced |
| Dean Investment Associates, LLC | 664 | $232.7K | 0.03% | −85−11.3% | Reduced |
| Vestia Personal Wealth Advisors | 665 | $232.9K | 0.18% | +665 | New |
| Rowland & Co Investment Counsel | 664 | $232.9K | 0.05% | −25−3.6% | Reduced |
| Alliance Wealth Management Group | 665 | $233.1K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 667 | $233.8K | 0.03% | −17,525−96.3% | Reduced |
| Somerset Trust Co | 667 | $233.8K | 0.08% | +667 | New |
| Synergy Financial Management, LLC | 668 | $234.1K | 0.03% | −85,222−99.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 668 | $234.1K | 0.19% | −14−2.1% | Reduced |
| Evergreen Private Wealth LLC | 668 | $234.2K | 0.11% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 669 | $234.5K | 0.18% | −6−0.9% | Reduced |
| Foguth Wealth Management, LLC. | 669 | $234.5K | 0.06% | −200−23.0% | Reduced |
