| Allen Mooney & Barnes Investment Advisors LLC | 805 | $209.8K | 0.04% | +805 | New |
| Strata Wealth Advisors, LLC | 807 | $210.4K | 0.08% | +807 | New |
| Peoples Bank | 809 | $210.9K | 0.12% | +809 | New |
| Matisse Capital | 809 | $210.9K | 0.11% | +809 | New |
| Total Clarity Wealth Management, Inc. | 810 | $211.1K | 0.09% | +810 | New |
| XTX Topco Ltd | 810 | $211.1K | 0.05% | +810 | New |
| Hara Capital LLC | 810 | $211.1K | 0.15% | +810 | New |
| New Potomac Partners, LLC | 810 | $211.2K | 0.13% | +810 | New |
| Quadcap Wealth Management, LLC | 812 | $211.7K | 0.05% | +812 | New |
| Am Investment Strategies LLC | 815 | $212.0K | 0.06% | +815 | New |
| Advantage Trust Co | 815 | $212.4K | 0.17% | +815 | New |
| Verum Partners LLC | 815 | $212.6K | 0.08% | +815 | New |
| Norris Financial Group, LLC | 819 | $213.5K | 0.13% | +819 | New |
| BEAM Asset Management, LLC | 820 | $213.7K | 0.14% | +820 | New |
| Roble, Belko & Company, Inc | 822 | $214.0K | 0.04% | +500+155.3% | Added |
| Prostatis Group LLC | 823 | $214.4K | 0.09% | +823 | New |
| Invst, LLC | 1,029 | $214.6K | 0.03% | +1,029 | New |
| Gilman Hill Asset Management, LLC | 824 | $214.8K | 0.04% | +824 | New |
| Monetary Management Group Inc | 825 | $215.0K | 0.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 825 | $215.0K | 0.03% | −775−48.4% | Reduced |
| Greenhouse Wealth Management, LLC | 825 | $215.0K | 0.17% | +825 | New |
| Northwest Capital Management Inc | 827 | $215.7K | 0.07% | +28+3.5% | Added |
| Cardiff Park Advisors, LLC | 828 | $215.8K | 0.02% | +828 | New |
| Evermay Wealth Management LLC | 828 | $215.8K | 0.04% | +11+1.3% | Added |
| Terril Brothers, Inc. | 829 | $216.1K | 0.08% | +829 | New |
| Beck Mack & Oliver LLC | 830 | $216.3K | 0.01% | +830 | New |
| MTM Investment Management, LLC | 831 | $216.6K | 0.10% | +831 | New |
| Act Wealth Management, LLC | 831 | $216.7K | 0.12% | +831 | New |
| Houlihan Financial Resource Group, Ltd. | 832 | $217.0K | 0.11% | +832 | New |
| Concorde Asset Management, LLC | 834 | $217.4K | 0.15% | +834 | New |
| Johnson Bixby & Associates, LLC | 834 | $217.4K | 0.04% | +834 | New |
| Chronos Wealth Management, LLC | 836 | $217.9K | 0.14% | +836 | New |
| Integrity Wealth Solutions LLC | 837 | $218.2K | 0.15% | +837 | New |
| Pettinga Financial Advisors, LLC | 838 | $218.4K | 0.06% | +838 | New |
| Warwick Investment Management, Inc. | 838 | $218.6K | 0.06% | +838 | New |
| Marks Group Wealth Management, Inc | 839 | $218.7K | 0.02% | +839 | New |
| McKinley Carter Wealth Services, Inc. | 839 | $218.7K | 0.02% | +839 | New |
| Patton Albertson Miller Group, LLC | 839 | $218.7K | 0.04% | +839 | New |
| Collaborative Wealth Managment Inc. | 841 | $219.2K | 0.12% | +841 | New |
| Blue Fin Capital, Inc. | 842 | $219.5K | 0.06% | +842 | New |
| 25 LLC | 842 | $219.5K | 0.11% | +842 | New |
| Private Capital Management LLC | 848 | $221.0K | 0.05% | +848 | New |
| Buckley Wealth Management, LLC | 850 | $221.6K | 0.08% | +850 | New |
| Prosperity Wealth Management, Inc. | 853 | $222.3K | 0.15% | −804−48.5% | Reduced |
| First Business Financial Services, Inc. | 853 | $222.3K | 0.03% | +853 | New |
| Wescott Financial Advisory Group, LLC | 859 | $223.8K | 0.03% | +859 | New |
| PCA Investment Advisory Services Inc. | 862 | $224.6K | 0.15% | +862 | New |
| United Community Bank | 862 | $224.7K | 0.10% | +662+331.0% | Added |
| First Western Trust Bank | 863 | $224.9K | 0.01% | −353−29.0% | Reduced |
| Teamwork Financial Advisors, LLC | 863 | $224.9K | 0.04% | +863 | New |
| Clarity Wealth Advisors, LLC | 863 | $224.9K | 0.09% | +863 | New |
| Pensionmark Financial Group, LLC | 865 | $225.5K | 0.03% | +865 | New |
| Shore Point Advisors, LLC | 865 | $225.6K | 0.14% | +865 | New |
| Archford Capital Strategies, LLC | 866 | $225.6K | 0.04% | −275−24.1% | Reduced |
| Sachetta, LLC | 866 | $225.7K | 0.11% | +866 | New |
| Cambridge Financial Group, LLC | 866 | $225.8K | 0.12% | +866 | New |
| Horan Capital Advisors, LLC. | 867 | $226.0K | 0.08% | +867 | New |
| Pearl River Capital, LLC | 870 | $226.8K | 0.04% | +870 | New |
| Tortoise Investment Management, LLC | 875 | $228.1K | 0.03% | −2−0.2% | Reduced |
| Keebeck Wealth Management, LLC | 875 | $228.1K | 0.04% | +875 | New |
| Marshall Financial Group LLC | 877 | $228.6K | 0.07% | +877 | New |
| Northwest Wealth Management, LLC | 881 | $229.6K | 0.07% | +881 | New |
| Crawford Investment Counsel Inc | 881 | $229.6K | 0.00% | +881 | New |
| Front Street Capital Management, Inc. | 883 | $230.0K | 0.05% | −3−0.3% | Reduced |
| Prestige Wealth Management Group LLC | 883 | $230.2K | 0.05% | −22−2.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 885 | $230.7K | 0.12% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 886 | $230.9K | 0.20% | +886 | New |
| Midland Wealth Advisors LLC | 888 | $231.5K | 0.02% | +888 | New |
| DT Investment Partners, LLC | 1,155 | $231.5K | 0.03% | −50−4.1% | Reduced |
| Arbor Capital Management Inc | 950 | $231.7K | 0.17% | +950 | New |
| Stordahl Capital Management, Inc. | 891 | $232.2K | 0.06% | +891 | New |
| Telos Capital Management, Inc. | 892 | $232.6K | 0.03% | +892 | New |
| Capital Advisors, Ltd. LLC | 897 | $234.0K | 0.03% | 00.0% | Unchanged |
| Sather Financial Group Inc | 898 | $234.1K | 0.02% | +898 | New |
| Yoder Wealth Management, Inc. | 899 | $234.3K | 0.17% | +899 | New |
| Rain Capital Management, LLC | 899 | $234.3K | 0.17% | +899 | New |
| LWMG, LLC | 899 | $234.3K | 0.06% | +899 | New |
| Constitution Capital LLC | 900 | $234.6K | 0.14% | −400−30.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 900 | $234.6K | 0.02% | +900 | New |
| Capstone Triton Financial Group, LLC | 900 | $234.6K | 0.17% | +900 | New |
| Mach-1 Financial Group, Inc. | 900 | $234.6K | 0.09% | +900 | New |
| AlphaStar Capital Management, LLC | 903 | $235.4K | 0.02% | +903 | New |
| Midwest Professional Planners, LTD. | 905 | $235.9K | 0.09% | +905 | New |
| Grant/GrossMendelsohn, LLC | 1,151 | $236.5K | 0.10% | +100+9.5% | Added |
| Prosperity Financial Group, Inc. | 908 | $236.7K | 0.16% | +908 | New |
| Cabot Wealth Management Inc | 909 | $236.9K | 0.03% | +909 | New |
| West Michigan Advisors, LLC | 910 | $237.2K | 0.09% | +910 | New |
| Trilogy Capital Inc. | 911 | $237.5K | 0.01% | +911 | New |
| BKA Wealth Consulting, Inc. | 915 | $238.4K | 0.35% | +915 | New |
| Mizuho Securities Co. Ltd. | 920 | $239.8K | 0.86% | +560+155.6% | Added |
| Meeder Asset Management Inc | 922 | $240.3K | 0.02% | −192−17.2% | Reduced |
| Investment Advisory Group, LLC | 923 | $240.6K | 0.11% | +923 | New |
| Pathway Financial Advisers, LLC | 924 | $240.7K | 0.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 926 | $241.0K | 0.00% | 00.0% | Unchanged |
| Kure Advisory, LLC | 927 | $241.6K | 0.13% | +927 | New |
| D'Orazio & Associates, Inc. | 928 | $241.9K | 0.04% | +928 | New |
| Alpha Family Trust | 930 | $242.4K | 0.16% | +930 | New |
| Gallagher Fiduciary Advisors, LLC | 931 | $242.7K | 0.01% | −200−17.7% | Reduced |
| Wealth Management Associates, Inc. | 931 | $242.7K | 0.13% | −121−11.5% | Reduced |
| Leisure Capital Management | 933 | $243.2K | 0.13% | −80−7.9% | Reduced |
