| Gill Capital Partners, LLC | 379 | $1.26M | 0.56% | +16+4.4% | Added |
| Alliance Wealth Advisors, LLC | 379 | $1.26M | 1.03% | +38+11.1% | Added |
| Westshore Wealth, LLC | 380 | $1.27M | 0.87% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 380 | $1.27M | 0.64% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 380 | $1.27M | 0.45% | +32+9.2% | Added |
| Merrion Investment Management Co, LLC | 382 | $1.27M | 0.93% | −8−2.1% | Reduced |
| Northstar Asset Management LLC | 382 | $1.27M | 0.30% | +9+2.4% | Added |
| Spinnaker Investment Group, LLC | 409 | $1.28M | 0.45% | +409 | New |
| Old North State Trust, LLC | 384 | $1.28M | 0.92% | +31+8.8% | Added |
| OneAscent Financial Services LLC | 384 | $1.28M | 2.44% | +384 | New |
| Round Rock Advisors, LLC | 385 | $1.28M | 0.57% | +161+71.9% | Added |
| Greytown Advisors Inc. | 386 | $1.29M | 0.55% | +11+2.9% | Added |
| WFA Asset Management Corp | 386 | $1.29M | 0.84% | +386 | New |
| Beacon Financial Strategies CORP | 387 | $1.29M | 1.10% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 387 | $1.29M | 0.35% | −1−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 388 | $1.29M | 0.43% | −21−5.1% | Reduced |
| Pasadena Private Wealth, LLC | 389 | $1.30M | 0.42% | −52−11.8% | Reduced |
| Sadoff Investment Management LLC | 389 | $1.30M | 0.08% | +29+8.1% | Added |
| New Century Advisors, LLC | 389 | $1.30M | 1.23% | +389 | New |
| Portland Investment Counsel Inc. | 391 | $1.30M | 0.57% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 391 | $1.30M | 0.49% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 391 | $1.30M | 0.94% | +391 | New |
| Manhattan West Asset Management, LLC | 393 | $1.31M | 0.79% | +393 | New |
| Prentice Wealth Management LLC | 395 | $1.31M | 0.61% | +4+1.0% | Added |
| Cahill Financial Advisors Inc | 393 | $1.31M | 0.25% | −5−1.3% | Reduced |
| Manchester Financial Inc | 393 | $1.31M | 0.46% | +17+4.5% | Added |
| Advanced Research Investment Solutions, LLC | 394 | $1.31M | 0.48% | +182+85.8% | Added |
| Ellenbecker Investment Group | 396 | $1.32M | 0.37% | +67+20.4% | Added |
| Mainstay Capital Management LLC | 397 | $1.32M | 0.40% | −37−8.5% | Reduced |
| Pacific Sun Financial Corp | 397 | $1.32M | 0.71% | −3−0.8% | Reduced |
| First Financial Corp | 397 | $1.32M | 0.81% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 397 | $1.32M | 1.09% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 398 | $1.33M | 0.41% | +7+1.8% | Added |
| Saiph Capital, LLC | 398 | $1.33M | 0.87% | +398 | New |
| Pinnacle Wealth Management Group, Inc. | 399 | $1.33M | 0.99% | −10−2.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 399 | $1.33M | 0.47% | −5−1.2% | Reduced |
| Catalyst Private Wealth, LLC | 400 | $1.33M | 0.57% | +6+1.5% | Added |
| Detalus Advisors, LLC | 401 | $1.34M | 0.64% | −19−4.5% | Reduced |
| Golden Green, Inc. | 401 | $1.34M | 1.08% | +14+3.6% | Added |
| Secure Asset Management, LLC | 401 | $1.34M | 0.54% | +20+5.2% | Added |
| C M Bidwell & Associates Ltd | 401 | $1.34M | 0.82% | +41+11.4% | Added |
| Pachira Investments Inc. | 402 | $1.34M | 0.86% | +9+2.3% | Added |
| One + One Wealth Management, LLC | 403 | $1.34M | 0.93% | −23−5.4% | Reduced |
| Coyle Financial Counsel LLC | 404 | $1.35M | 0.79% | +16+4.1% | Added |
| Capital Advisors, Ltd. LLC | 404 | $1.35M | 0.22% | +75+22.8% | Added |
| G&S Capital LLC | 404 | $1.35M | 0.67% | +100+32.9% | Added |
| Cedrus LLC | 405 | $1.35M | 1.30% | +405 | New |
| Monument Capital Management | 406 | $1.35M | 0.42% | +5+1.2% | Added |
| H. L. Ormond & Company, LLC | 420 | $1.36M | 1.59% | +420 | New |
| Sender Co & Partners, Inc. | 407 | $1.36M | 0.87% | +407 | New |
| Source Financial Advisors LLC | 408 | $1.36M | 0.37% | +9+2.3% | Added |
| Marshall Financial Group LLC | 409 | $1.36M | 0.50% | +101+32.8% | Added |
| Deseret Mutual Benefit Administrators | 411 | $1.37M | 0.23% | +67+19.5% | Added |
| Bayshore Asset Management, LLC | 411 | $1.37M | 1.00% | +411 | New |
| Ballast, Inc. | 412 | $1.37M | 0.53% | +8+2.0% | Added |
| Stevard, LLC | 412 | $1.37M | 0.98% | −131−24.1% | Reduced |
| Heron Financial Group, LLC | 455 | $1.38M | 0.74% | −4−0.9% | Reduced |
| Garrett Investment Advisors LLC | 414 | $1.38M | 0.36% | +46+12.5% | Added |
| Falcon Wealth Planning | 414 | $1.38M | 0.45% | +193+87.3% | Added |
| D'Orazio & Associates, Inc. | 415 | $1.38M | 0.32% | +30+7.8% | Added |
| Trevian Wealth Management LLC | 416 | $1.38M | 1.33% | +416 | New |
| Allegheny Financial Group LTD | 416 | $1.39M | 0.55% | +42+11.2% | Added |
| Ford Financial Group, LLC | 416 | $1.39M | 0.48% | +45+12.1% | Added |
| ICW Investment Advisors LLC | 416 | $1.39M | 0.78% | +118+39.6% | Added |
| Private Wealth Strategies, L.L.C. | 418 | $1.39M | 0.32% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 418 | $1.39M | 0.81% | +20+5.0% | Added |
| Sandy Cove Advisors, LLC | 418 | $1.39M | 1.17% | +418 | New |
| Ar Asset Management Inc | 419 | $1.40M | 0.35% | +1+0.2% | Added |
| PBMares Wealth Management LLC | 419 | $1.40M | 0.59% | +52+14.2% | Added |
| Ardent Capital Management, Inc. | 420 | $1.40M | 0.93% | +420 | New |
| Enhancing Capital LLC | 420 | $1.40M | 1.52% | +420 | New |
| Monterey Private Wealth, Inc. | 421 | $1.40M | 0.70% | 00.0% | Unchanged |
| Castellan Group, LLC | 422 | $1.41M | 0.97% | −6,278−93.7% | Reduced |
| Financial Engines Advisors L.L.C. | 422 | $1.41M | 0.00% | −364−46.3% | Reduced |
| Tanaka Capital Management Inc | 422 | $1.41M | 2.67% | −60−12.4% | Reduced |
| Cumberland Advisors Inc | 422 | $1.41M | 0.29% | −30−6.6% | Reduced |
| Jmac Enterprises LLC | 443 | $1.41M | 0.33% | +443 | New |
| McKinley Carter Wealth Services, Inc. | 423 | $1.41M | 0.11% | 00.0% | Unchanged |
| Woodstock Corp | 423 | $1.41M | 0.15% | +9+2.2% | Added |
| Woodmont Investment Counsel LLC | 423 | $1.41M | 0.18% | +11+2.7% | Added |
| Excalibur Management Corp | 423 | $1.41M | 0.57% | +51+13.7% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 425 | $1.42M | 1.57% | −21−4.7% | Reduced |
| Quaker Wealth Management, LLC | 425 | $1.42M | 0.60% | +425 | New |
| Palumbo Wealth Management LLC | 426 | $1.42M | 0.89% | +1+0.2% | Added |
| 17 Capital Partners, LLC | 426 | $1.42M | 1.29% | +35+9.0% | Added |
| Clearwater Capital Advisors, LLC | 427 | $1.42M | 0.16% | +46+12.1% | Added |
| Winton Group Ltd | 428 | $1.43M | 0.09% | −436−50.5% | Reduced |
| Studio Investment Management LLC | 429 | $1.43M | 0.51% | +112+35.3% | Added |
| Portfolio Strategies, Inc. | 430 | $1.43M | 0.27% | +11+2.6% | Added |
| Resurgent Financial Advisors LLC | 430 | $1.43M | 1.18% | +430 | New |
| Strategy Asset Managers LLC | 431 | $1.44M | 0.37% | −122−22.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 431 | $1.44M | 0.39% | +5+1.2% | Added |
| Kensington Investment Counsel, LLC | 433 | $1.44M | 0.84% | +433 | New |
| CFS Investment Advisory Services, LLC | 479 | $1.45M | 0.19% | +2+0.4% | Added |
| Hengehold Capital Management LLC | 433 | $1.45M | 0.18% | +10+2.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 434 | $1.45M | 0.44% | −45−9.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 434 | $1.45M | 0.49% | −22−4.8% | Reduced |
| Vista Capital Partners, Inc. | 434 | $1.45M | 0.18% | −9−2.0% | Reduced |
| Beacon Financial Advisory LLC | 435 | $1.45M | 0.67% | +45+11.5% | Added |
| Community Financial Services Group, LLC | 435 | $1.45M | 0.36% | +47+12.1% | Added |
