| American Capital Advisory, LLC | 78 | $18.0K | 0.01% | +7+9.9% | Added |
| Marquette Asset Management, LLC | 79 | $18.2K | 0.00% | +50+172.4% | Added |
| FWL Investment Management, LLC | 83 | $19.1K | 0.00% | −41−33.1% | Reduced |
| Costello Asset Management, INC | 85 | $19.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $19.8K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 86 | $19.8K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 87 | $20.0K | 0.02% | −2−2.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 93 | $21.4K | 0.01% | +65+232.1% | Added |
| Manning & Napier Advisors LLC | 93 | $21.4K | 0.00% | +20+27.4% | Added |
| Essential Partners LLC | 95 | $21.8K | 0.01% | +30+46.2% | Added |
| TopTier Wealth Management, LLC | 98 | $22.5K | 0.01% | +98 | New |
| Louisbourg Investments Inc. | 99 | $22.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 99 | $22.8K | 0.01% | +28+39.4% | Added |
| Highline Wealth Partners LLC | 99 | $22.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 100 | $23.0K | 0.02% | +100 | New |
| Seneschal Advisors, LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Blueline Advisors LLC | 102 | $23.4K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 106 | $23.9K | 0.03% | +81+324.0% | Added |
| Fairway Wealth LLC | 105 | $24.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 106 | $24.4K | 0.02% | −28−20.9% | Reduced |
| Sunrise Financial Services, LLC | 107 | $24.6K | 0.02% | −32−23.0% | Reduced |
| Ogorek Anthony Joseph | 113 | $25.0K | 0.01% | +3+2.7% | Added |
| Roxbury Financial LLC | 112 | $25.8K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 114 | $26.2K | 0.01% | −4−3.4% | Reduced |
| Carolina Wealth Advisors, LLC | 115 | $26.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 119 | $26.5K | 0.00% | +41+52.6% | Added |
| Bell Investment Advisors, Inc | 116 | $26.7K | 0.00% | −2−1.7% | Reduced |
| Nemes Rush Group LLC | 116 | $26.7K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 117 | $26.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 117 | $26.9K | 0.00% | −40−25.5% | Reduced |
| Centennial Bank | 117 | $26.9K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 118 | $27.1K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 119 | $27.3K | 0.01% | +80+205.1% | Added |
| MPWM Advisory Solutions, LLC | 120 | $27.6K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 124 | $28.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 122 | $28.0K | 0.00% | +122 | New |
| Loomis Sayles & Co L P | 123 | $28.3K | 0.00% | −49−28.5% | Reduced |
| Financial Network Wealth Advisors LLC | 123 | $28.3K | 0.03% | −9−6.8% | Reduced |
| CGC Financial Services, LLC | 125 | $28.7K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 131 | $30.1K | 0.01% | +131 | New |
| Main Street Group, LTD | 137 | $31.5K | 0.01% | +137 | New |
| Financial Management Professionals, Inc. | 138 | $31.7K | 0.00% | +7+5.3% | Added |
| Rialto Wealth Management, LLC | 139 | $31.9K | 0.01% | +13+10.3% | Added |
| Holos Integrated Wealth LLC | 137 | $32.0K | 0.02% | −45−24.7% | Reduced |
| Kennebec Savings Bank | 150 | $34.5K | 0.03% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 151 | $34.7K | 0.03% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 152 | $34.9K | 0.03% | −2−1.3% | Reduced |
| Redwood Park Advisors LLC | 152 | $35.0K | 0.03% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 151 | $35.0K | 0.00% | −5−3.2% | Reduced |
| Vega Investment Solutions | 154 | $35.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 157 | $36.1K | 0.01% | +44+38.9% | Added |
| Silver Grove Financial Group, Inc. | 159 | $36.5K | 0.03% | +159 | New |
| Synergy Investment Management, LLC | 164 | $37.7K | 0.01% | +164 | New |
| Tiaa Trust, National Association | 164 | $37.7K | 0.00% | −18,314−99.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 166 | $38.1K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 166 | $38.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 168 | $38.7K | 0.01% | +168 | New |
| Union Savings Bank | 175 | $40.2K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 176 | $40.4K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 180 | $41.4K | 0.00% | +87+93.5% | Added |
| Osterweis Capital Management Inc | 181 | $41.6K | 0.00% | −92−33.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 184 | $42.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 186 | $42.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 191 | $43.9K | 0.01% | +1+0.5% | Added |
| United Community Bank | 193 | $44.3K | 0.01% | −81−29.6% | Reduced |
| YANKCOM Partnership | 193 | $44.4K | 0.02% | +73+60.8% | Added |
| Raffa Wealth Management, LLC | 194 | $44.6K | 0.01% | +3+1.6% | Added |
| Aster Capital Management (DIFC) Ltd | 194 | $44.9K | 0.01% | +194 | New |
| Disciplina Capital Management LLC | 199 | $45.7K | 0.00% | +1+0.5% | Added |
| GF Fund Management Co. Ltd. | 200 | $46.0K | 0.00% | −221−52.5% | Reduced |
| Perkins Coie Trust Co | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| Protective Life Corp | 200 | $46.0K | 0.15% | +200 | New |
| Reyes Financial Architecture, Inc. | 200 | $46.0K | 0.04% | +200 | New |
| Trask Adam Roland | 200 | $46.0K | 0.04% | +200 | New |
| Twin Lakes Capital Management, LLC | 206 | $47.4K | 0.02% | +1+0.5% | Added |
| Fortitude Family Office, LLC | 208 | $47.8K | 0.01% | +81+63.8% | Added |
| DHJJ Financial Advisors, Ltd. | 211 | $48.5K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 211 | $48.5K | 0.01% | +58+37.9% | Added |
| McMillan Office, Inc. | 219 | $50.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $50.3K | 0.01% | 00.0% | Unchanged |
| RHL Group, LLC | 226 | $51.9K | 0.04% | +93+69.9% | Added |
| Lodestone Wealth Management LLC | 229 | $52.6K | 0.02% | −14−5.8% | Reduced |
| Byrne Asset Management LLC | 231 | $53.1K | 0.03% | −115−33.2% | Reduced |
| Basso Capital Management, L.P. | 231 | $53.1K | 0.03% | +231 | New |
| SBI Okasan Asset Management Co.Ltd. | 232 | $53.4K | 0.00% | +232 | New |
| Prudent Man Investment Management, Inc. | 248 | $54.5K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 240 | $55.1K | 0.01% | +4+1.7% | Added |
| Miller Global Investments, LLC | 245 | $56.3K | 0.05% | +245 | New |
| Merkkuri Wealth Advisors LLC | 248 | $56.9K | 0.04% | +248 | New |
| Gladwyn Financial Advisors, Inc. | 254 | $58.3K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 254 | $58.4K | 0.02% | −10−3.8% | Reduced |
| Rational Advisors LLC | 266 | $59.8K | 0.01% | +133+100.0% | Added |
