| Northwest Investment Counselors, LLC | 330 | $1.10M | 0.27% | −3−0.9% | Reduced |
| Cahaba Wealth Management, Inc. | 331 | $1.10M | 0.15% | −19−5.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 359 | $1.10M | 0.71% | +359 | New |
| Legend Financial Advisors, Inc. | 332 | $1.11M | 0.77% | −437−56.8% | Reduced |
| Corundum Group, Inc. | 332 | $1.11M | 0.72% | +178+115.6% | Added |
| Firethorn Wealth Partners, LLC | 332 | $1.11M | 0.83% | +332 | New |
| CJM Wealth Advisers, Ltd. | 332 | $1.11M | 0.79% | +332 | New |
| Northwest Quadrant Wealth Management, LLC | 333 | $1.11M | 0.30% | 00.0% | Unchanged |
| BTR Capital Management Inc | 333 | $1.11M | 0.13% | +45+15.6% | Added |
| Prostatis Group LLC | 333 | $1.11M | 0.68% | −16−4.6% | Reduced |
| Copperleaf Capital, LLC | 334 | $1.11M | 0.96% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 334 | $1.11M | 0.45% | +45+15.6% | Added |
| CWS Financial Advisors, LLC | 335 | $1.12M | 0.39% | +335 | New |
| SBB Research Group LLC | 335 | $1.12M | 0.17% | +335 | New |
| TriaGen Wealth Management LLC | 336 | $1.12M | 0.55% | −2−0.6% | Reduced |
| Wick Capital Partners, LLC | 336 | $1.12M | 0.87% | +336 | New |
| Traphagen Investment Advisors LLC | 336 | $1.12M | 0.19% | +51+17.9% | Added |
| Heard Capital LLC | 337 | $1.12M | 0.18% | +209+163.3% | Added |
| Tillar-Wenstrup Advisors, LLC | 337 | $1.12M | 0.53% | −290−46.3% | Reduced |
| Poehling Capital Management, LLC | 337 | $1.12M | 0.36% | −65−16.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 337 | $1.12M | 0.26% | 00.0% | Unchanged |
| Papp L Roy & Associates | 337 | $1.12M | 0.13% | +56+19.9% | Added |
| EWG Elevate Inc. | 338 | $1.13M | 0.55% | +47+16.2% | Added |
| Carl Stuart Investment Advisor, Inc | 338 | $1.13M | 0.82% | +338 | New |
| All Season Financial Advisors, Inc. | 339 | $1.13M | 0.79% | 00.0% | Unchanged |
| Darrow Company, Inc. | 339 | $1.13M | 1.00% | +339 | New |
| West Paces Advisors Inc. | 339 | $1.13M | 0.35% | −24−6.6% | Reduced |
| Providence Wealth Advisors, LLC | 358 | $1.13M | 0.71% | +2+0.6% | Added |
| Retirement Solution Inc. | 340 | $1.13M | 0.49% | +29+9.3% | Added |
| Diversified, LLC | 342 | $1.14M | 0.48% | 00.0% | Unchanged |
| Warner Financial, Inc | 233 | $1.14M | 0.95% | +233 | New |
| Castleview Partners, LLC | 3,811,150 | $1.14M | 0.01% | +3,811,150 | New |
| Fiduciary Planning LLC | 344 | $1.15M | 0.65% | −429−55.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 344 | $1.15M | 0.04% | −20−5.5% | Reduced |
| Lumature Wealth Partners, LLC | 344 | $1.15M | 0.45% | +13+3.9% | Added |
| First International Bank & Trust | 344 | $1.15M | 0.40% | +344 | New |
| Occudo Quantitative Strategies LP | 345 | $1.15M | 0.10% | +345 | New |
| Rowland & Co Investment Counsel | 345 | $1.15M | 0.26% | +297+618.8% | Added |
| Presidio Capital Management, LLC | 346 | $1.15M | 0.99% | +346 | New |
| Core Alternative Capital | 347 | $1.16M | 0.23% | +48+16.1% | Added |
| Islay Capital Management, LLC | 348 | $1.16M | 0.88% | −4−1.1% | Reduced |
| New Capital Management LP | 349 | $1.16M | 0.60% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 349 | $1.16M | 0.57% | +14+4.2% | Added |
| Hunter Associates Investment Management LLC | 350 | $1.17M | 0.33% | −50−12.5% | Reduced |
| Navellier & Associates Inc | 350 | $1.17M | 0.17% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 350 | $1.17M | 0.51% | +2+0.6% | Added |
| CastleKnight Management LP | 350 | $1.17M | 0.42% | +350 | New |
| Leisure Capital Management | 351 | $1.17M | 0.54% | +95+37.1% | Added |
| Heck Capital Advisors, LLC | 351 | $1.17M | 0.21% | −25−6.6% | Reduced |
| United Community Bank | 352 | $1.17M | 1.17% | +352 | New |
| MTM Investment Management, LLC | 352 | $1.17M | 0.56% | +38+12.1% | Added |
| Oak Family Advisors, LLC | 352 | $1.17M | 0.56% | +182+107.1% | Added |
| Tatro Capital, LLC | 352 | $1.17M | 0.84% | +232+193.3% | Added |
| Shelton Wealth Management, LLC | 352 | $1.17M | 0.92% | +352 | New |
| Triumph Capital Management | 353 | $1.18M | 0.51% | +42+13.5% | Added |
| Willis Johnson & Associates, Inc. | 354 | $1.18M | 0.15% | +4+1.1% | Added |
| Libra Wealth LLC | 354 | $1.18M | 0.76% | +354 | New |
| Financial Advisors, LLC | 355 | $1.18M | 0.36% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 355 | $1.18M | 0.17% | +52+17.2% | Added |
| Rpo LLC | 355 | $1.18M | 0.42% | +355 | New |
| Vista Finance, LLC | 356 | $1.19M | 1.23% | +356 | New |
| NewSquare Capital LLC | 357 | $1.19M | 0.13% | −952−72.7% | Reduced |
| Camden National Bank | 357 | $1.19M | 0.21% | −29−7.5% | Reduced |
| Stillwater Capital Advisors, LLC | 358 | $1.19M | 0.18% | −2−0.6% | Reduced |
| Foundry Partners, LLC | 358 | $1.19M | 0.04% | +69+23.9% | Added |
| Clear Street Markets LLC | 358 | $1.19M | 0.11% | +358 | New |
| Summit Financial Wealth Advisors, LLC | 357 | $1.20M | 0.23% | +10+2.9% | Added |
| Schwab Charitable Fund | 360 | $1.20M | 0.12% | −2,033−85.0% | Reduced |
| CMT Capital Markets Trading GmbH | 360 | $1.20M | 0.34% | −659−64.7% | Reduced |
| Founders Capital Management | 360 | $1.20M | 0.77% | −4−1.1% | Reduced |
| Capital Wealth Planning, LLC | 360 | $1.20M | 0.03% | +218+153.5% | Added |
| Orca Investment Management, LLC | 361 | $1.20M | 0.99% | −8−2.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 361 | $1.20M | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 361 | $1.20M | 0.36% | +19+5.6% | Added |
| Smith Shellnut Wilson LLC | 362 | $1.21M | 0.60% | +2+0.6% | Added |
| Collaborative Wealth Managment Inc. | 362 | $1.21M | 0.66% | +362 | New |
| Crumly & Associates Inc. | 438 | $1.22M | 0.48% | −7−1.6% | Reduced |
| Verity Asset Management, Inc. | 365 | $1.22M | 0.72% | 00.0% | Unchanged |
| SOL Capital Management CO | 367 | $1.22M | 0.22% | −11−2.9% | Reduced |
| Derbend Asset Management | 367 | $1.22M | 1.20% | +72+24.4% | Added |
| Delphia (USA) Inc. | 368 | $1.23M | 1.30% | +368 | New |
| Integrity Financial Corp | 369 | $1.23M | 0.91% | +369 | New |
| Summit Wealth Partners, LLC | 370 | $1.23M | 0.26% | +6+1.6% | Added |
| Clearview Wealth Advisors LLC | 370 | $1.23M | 0.75% | −9−2.4% | Reduced |
| Kanawha Capital Management LLC | 370 | $1.23M | 0.10% | −3−0.8% | Reduced |
| Payden & Rygel | 370 | $1.23M | 0.06% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 371 | $1.24M | 0.36% | −59−13.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 371 | $1.24M | 0.95% | +371 | New |
| Lavaca Capital LLC | 372 | $1.24M | 0.55% | +5+1.4% | Added |
| Options Solutions, LLC | 372 | $1.24M | 1.13% | +372 | New |
| New Millennium Group LLC | 372 | $1.24M | 0.94% | +372 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 374 | $1.25M | 0.55% | +196+110.1% | Added |
| Financial Planners of Cleveland, Inc. | 387 | $1.25M | 0.51% | +387 | New |
| Mill Capital Management, LLC | 374 | $1.25M | 0.13% | +374 | New |
| Lee Financial Co | 375 | $1.25M | 0.23% | −34−8.3% | Reduced |
| BHK Investment Advisors, LLC | 375 | $1.25M | 0.49% | +4+1.1% | Added |
| Scarborough Advisors, LLC | 377 | $1.26M | 0.43% | +377 | New |
| TLWM | 378 | $1.26M | 0.42% | +18+5.0% | Added |
| Connective Portfolio Management, LLC | 378 | $1.26M | 2.21% | +378 | New |
| Gsa Capital Partners LLP | 379 | $1.26M | 0.16% | −600−61.3% | Reduced |
