| Westport Asset Management Inc | 436 | $1.45M | 0.66% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 521 | $1.46M | 0.88% | +521 | New |
| Legacy Bridge, LLC | 437 | $1.46M | 0.76% | −1−0.2% | Reduced |
| Cinctive Capital Management LP | 438 | $1.46M | 0.07% | +438 | New |
| Gould Capital, LLC | 438 | $1.46M | 1.02% | +438 | New |
| DSC Advisors, L.P. | 439 | $1.46M | 1.69% | −10−2.2% | Reduced |
| Sageworth Trust Co | 440 | $1.47M | 0.11% | −1,369−75.7% | Reduced |
| Sabal Trust CO | 440 | $1.47M | 0.09% | −89−16.8% | Reduced |
| Barbara Oil Co. | 440 | $1.47M | 0.63% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 441 | $1.47M | 0.38% | −43−8.9% | Reduced |
| Davidson Capital Management Inc. | 441 | $1.47M | 0.80% | +16+3.8% | Added |
| Semmax Financial Advisors Inc. | 442 | $1.47M | 0.54% | −25−5.4% | Reduced |
| Triton Wealth Management, PLLC | 524 | $1.48M | 0.76% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 443 | $1.48M | 0.64% | +3+0.7% | Added |
| Sovereign Financial Group, Inc. | 444 | $1.48M | 0.61% | −21−4.5% | Reduced |
| Weil Company, Inc. | 446 | $1.49M | 0.69% | +194+77.0% | Added |
| Mayport, LLC | 448 | $1.49M | 1.11% | +448 | New |
| One Charles Private Wealth Services, LLC | 450 | $1.50M | 0.87% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 450 | $1.50M | 0.08% | +31+7.4% | Added |
| Fortress Wealth Group, LLC | 466 | $1.50M | 1.12% | +28+6.4% | Added |
| Tarbox Family Office, Inc. | 451 | $1.50M | 0.26% | −98−17.9% | Reduced |
| Thrive Wealth Management, LLC | 452 | $1.51M | 0.52% | +452 | New |
| Dimension Capital Management LLC | 453 | $1.51M | 0.28% | −257−36.2% | Reduced |
| Axiom Financial Strategies, LLC | 453 | $1.51M | 0.69% | −4−0.9% | Reduced |
| Chiron Capital Management, LLC | 453 | $1.51M | 1.09% | +2+0.4% | Added |
| Chilton Investment Co LLC | 454 | $1.51M | 0.03% | −28−5.8% | Reduced |
| BCS Wealth Management | 454 | $1.51M | 0.54% | +55+13.8% | Added |
| Magnolia Capital Management Ltd | 456 | $1.52M | 1.20% | −43−8.6% | Reduced |
| Coastal Capital Group, Inc. | 456 | $1.52M | 0.34% | +3+0.7% | Added |
| SFG Wealth Management, LLC. | 456 | $1.52M | 1.35% | +456 | New |
| Doman Group, LLC | 456 | $1.52M | 1.34% | +456 | New |
| Shorepoint Capital Partners LLC | 458 | $1.53M | 0.62% | +16+3.6% | Added |
| DMG Group, LLC | 549 | $1.53M | 1.32% | +549 | New |
| Constitution Capital LLC | 460 | $1.53M | 0.82% | +14+3.1% | Added |
| Hellman Jordan Management Co Inc | 460 | $1.53M | 1.84% | +139+43.3% | Added |
| Ignite Planners, LLC | 485 | $1.54M | 1.00% | +485 | New |
| Atwood & Palmer Inc | 461 | $1.54M | 0.13% | −14−2.9% | Reduced |
| Western Financial Corporation | 461 | $1.54M | 0.81% | +63+15.8% | Added |
| Mason & Associates Inc | 464 | $1.55M | 0.47% | +464 | New |
| Red Wave Investments LLC | 465 | $1.55M | 0.53% | −8−1.7% | Reduced |
| Smithbridge Asset Management Inc | 465 | $1.55M | 0.47% | −5−1.1% | Reduced |
| Columbia Advisory Partners LLC | 465 | $1.55M | 1.55% | +465 | New |
| Capital Market Strategies LLC | 465 | $1.55M | 1.28% | +465 | New |
| SeaBridge Investment Advisors LLC | 466 | $1.55M | 0.50% | −2−0.4% | Reduced |
| Financial Insights, Inc. | 466 | $1.55M | 1.34% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 467 | $1.56M | 0.71% | +8+1.7% | Added |
| Aveo Capital Partners, LLC | 468 | $1.56M | 0.28% | −25−5.1% | Reduced |
| Truvestments Capital LLC | 469 | $1.56M | 0.79% | +3+0.6% | Added |
| Seelaus Asset Management LLC | 469 | $1.56M | 0.85% | +33+7.6% | Added |
| Arbor Capital Management Inc | 469 | $1.56M | 1.11% | +469 | New |
| Alan B. Lancz & Associates, Inc. | 470 | $1.57M | 1.37% | +470 | New |
| Southland Equity Partners LLC | 470 | $1.57M | 0.64% | +4+0.9% | Added |
| Rockwood Wealth Management, LLC | 470 | $1.57M | 0.70% | +470 | New |
| KFA Private Wealth Group, LLC | 471 | $1.57M | 0.78% | −21−4.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 471 | $1.57M | 0.33% | +4+0.9% | Added |
| Pegasus Partners Ltd. | 472 | $1.57M | 0.28% | −16−3.3% | Reduced |
| Thrive Capital Management, LLC | 472 | $1.57M | 1.03% | +16+3.5% | Added |
| Hofer & Associates. Inc | 473 | $1.58M | 1.43% | +473 | New |
| NinePointTwo Capital | 475 | $1.58M | 0.51% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 475 | $1.58M | 0.65% | +6+1.3% | Added |
| ERn Financial, LLC | 475 | $1.58M | 0.35% | +11+2.4% | Added |
| SJS Investment Consulting Inc. | 475 | $1.58M | 0.48% | +475 | New |
| Sax Wealth Advisors, LLC | 477 | $1.59M | 0.33% | +164+52.4% | Added |
| Bedel Financial Consulting, Inc. | 478 | $1.59M | 0.50% | +7+1.5% | Added |
| First Bank & Trust | 478 | $1.59M | 0.67% | +10+2.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 478 | $1.59M | 0.32% | +161+50.8% | Added |
| Howard Wealth Management, LLC | 479 | $1.60M | 0.84% | +1+0.2% | Added |
| Amplius Wealth Advisors, LLC | 480 | $1.60M | 0.22% | +480 | New |
| Thornburg Investment Management Inc | 482 | $1.61M | 0.02% | −3,783−88.7% | Reduced |
| Investors Financial Group, LLC | 482 | $1.61M | 0.75% | −12−2.4% | Reduced |
| Intelligent Financial Strategies | 482 | $1.61M | 1.45% | +482 | New |
| Stony Point Wealth Management Inc. | 483 | $1.61M | 0.85% | −27−5.3% | Reduced |
| Opal Wealth Advisors, LLC | 484 | $1.61M | 1.02% | +146+43.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 485 | $1.62M | 1.06% | +36+8.0% | Added |
| Full Sail Capital, LLC | 579 | $1.62M | 0.14% | +33+6.0% | Added |
| Cape Cod Five Cents Savings Bank | 487 | $1.62M | 0.16% | +5+1.0% | Added |
| Summit Financial Group Inc | 488 | $1.63M | 0.53% | +45+10.2% | Added |
| Kathleen S. Wright Associates Inc. | 489 | $1.63M | 1.20% | +489 | New |
| Knights of Columbus Asset Advisors LLC | 490 | $1.63M | 0.13% | +46+10.4% | Added |
| 360 Financial, Inc. | 491 | $1.64M | 0.75% | +15+3.2% | Added |
| Rockbridge Investment Management, LCC | 491 | $1.64M | 0.24% | +22+4.7% | Added |
| TKG Advisors, LLC | 491 | $1.64M | 1.29% | +491 | New |
| Delos Wealth Advisors, LLC | 492 | $1.64M | 1.56% | +23+4.9% | Added |
| Center For Asset Management LLC | 495 | $1.65M | 1.22% | +1+0.2% | Added |
| Scharf Investments, LLC | 495 | $1.65M | 0.05% | +7+1.4% | Added |
| Planning Center, Inc. | 548 | $1.65M | 1.32% | +548 | New |
| Kraematon Investment Advisors, Inc | 496 | $1.65M | 1.48% | +496 | New |
| Abacus Wealth Partners, LLC | 498 | $1.66M | 0.59% | −84−14.4% | Reduced |
| Peterson Wealth Management | 498 | $1.66M | 1.11% | +26+5.5% | Added |
| Keebeck Alpha, LP | 498 | $1.66M | 0.60% | +204+69.4% | Added |
| Occidental Asset Management, LLC | 500 | $1.67M | 0.40% | +50+11.1% | Added |
| Equitec Proprietary Markets, LLC | 500 | $1.67M | 0.89% | +500 | New |
| King Street Capital Management, L.P. | 500 | $1.67M | 0.14% | +500 | New |
| Resolute Capital Asset Partners LLC | 500 | $1.67M | 1.09% | +500 | New |
| Norris Financial Group, LLC | 500 | $1.67M | 1.01% | −58−10.4% | Reduced |
| FirstPurpose Wealth LLC | 501 | $1.67M | 1.05% | +501 | New |
| Walled Lake Planning & Wealth Management, LLC | 501 | $1.67M | 0.97% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 501 | $1.67M | 0.77% | +35+7.5% | Added |
| Crawford Investment Counsel Inc | 503 | $1.68M | 0.03% | −113−18.3% | Reduced |
| Crewe Advisors LLC | 503 | $1.68M | 0.34% | −7−1.4% | Reduced |
