| Quaker Capital Investments, LLC | 570 | $201.0K | 0.08% | +570 | New |
| Cottage Street Advisors LLC | 570 | $201.0K | 0.12% | +570 | New |
| Texas Capital Bancshares Inc | 571 | $202.0K | 0.12% | +571 | New |
| Old Second National Bank of Aurora | 575 | $203.0K | 0.05% | −5−0.9% | Reduced |
| Thompson Investment Management, Inc. | 580 | $205.0K | 0.03% | +580 | New |
| Barry Investment Advisors, LLC | 580 | $205.0K | 0.05% | +580 | New |
| O'Brien Wealth Partners LLC | 663 | $207.0K | 0.08% | +17+2.6% | Added |
| Narwhal Capital Management | 587 | $207.0K | 0.02% | +587 | New |
| Ascent Wealth Partners, LLC | 587 | $207.0K | 0.04% | +587 | New |
| Community Bank of Raymore | 590 | $208.0K | 0.06% | +590 | New |
| Regal Wealth Group, Inc. | 595 | $209.0K | 0.13% | +595 | New |
| PCG Wealth Advisors, LLC | 593 | $209.0K | 0.13% | +593 | New |
| Freedman Financial Associates, Inc. | 609 | $210.0K | 0.14% | +40+7.0% | Added |
| Machina Capital S.A.S. | 600 | $212.0K | 0.47% | +600 | New |
| Afg Fiduciary Services Limited Partnership | 604 | $213.0K | 0.15% | +604 | New |
| Lipe & Dalton | 605 | $214.0K | 0.10% | 00.0% | Unchanged |
| Monolith Advisors | 719 | $215.0K | 0.17% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 610 | $215.0K | 0.07% | +610 | New |
| Pacific Wealth Management | 612 | $216.0K | 0.19% | +612 | New |
| Fox Run Management, L.L.C. | 614 | $217.0K | 0.12% | −65−9.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 617 | $218.0K | 0.06% | +617 | New |
| BCM Advisors, LLC | 650 | $219.0K | 0.06% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 620 | $219.0K | 0.12% | +620 | New |
| OneAscent Wealth Management LLC | 627 | $221.0K | 0.11% | −1,311−67.6% | Reduced |
| Cornerstone Management, Inc. | 628 | $221.6K | 0.05% | −377−37.5% | Reduced |
| Shilanski & Associates, Inc. | 629 | $222.0K | 0.09% | +629 | New |
| PSI Advisors, LLC | 632 | $223.0K | 0.09% | 00.0% | Unchanged |
| Ceera Investments, LLC | 632 | $223.0K | 0.11% | +632 | New |
| Maripau Wealth Management LLC | 687 | $225.0K | 0.20% | −4−0.6% | Reduced |
| Advance Capital Management, Inc. | 637 | $225.0K | 0.03% | +637 | New |
| Texas Capital Bank Wealth Management Services Inc | 644 | $227.0K | 0.02% | +644 | New |
| Kelly Financial Services LLC | 644 | $227.3K | 0.10% | −45−6.5% | Reduced |
| Planning Directions Inc | 649 | $229.0K | 0.16% | −200−23.6% | Reduced |
| First Washington CORP | 650 | $229.0K | 0.09% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 649 | $229.0K | 0.09% | +649 | New |
| Ellevest, Inc. | 653 | $230.0K | 0.02% | −99−13.2% | Reduced |
| Wick Capital Partners, LLC | 651 | $230.0K | 0.15% | +651 | New |
| Eudaimonia Advisors LLC | 655 | $231.0K | 0.13% | −404−38.1% | Reduced |
| Guardian Wealth Advisors, LLC | 654 | $231.0K | 0.19% | −50−7.1% | Reduced |
| Evolution Advisers, Inc. | 655 | $231.0K | 0.17% | −7−1.1% | Reduced |
| Eastover Investment Advisors LLC | 654 | $231.0K | 0.12% | +654 | New |
| San Luis Wealth Advisors LLC | 772 | $231.0K | 0.11% | +772 | New |
| Menard Financial Group LLC | 657 | $232.0K | 0.23% | −41−5.9% | Reduced |
| Midwest Heritage Bank, FSB | 661 | $233.0K | 0.18% | +661 | New |
| Hutchens & Kramer Investment Management Group, LLC | 661 | $233.0K | 0.13% | +661 | New |
| Braun-Bostich & Associates Inc. | 664 | $234.0K | 0.50% | −256−27.8% | Reduced |
| Silicon Valley Community Foundation | 665 | $234.7K | 0.01% | −13,121−95.2% | Reduced |
| Front Row Advisors LLC | 666 | $235.0K | 0.09% | −47−6.6% | Reduced |
| J Arnold Wealth Management Co | 665 | $235.0K | 0.13% | +665 | New |
| Cahill Wealth Management, LLC | 667 | $235.0K | 0.17% | +667 | New |
| McCarthy Asset Management, Inc. | 671 | $237.0K | 0.17% | −49−6.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 672 | $237.0K | 0.21% | +672 | New |
| Strategic Equity Management | 675 | $238.0K | 0.09% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 673 | $238.0K | 0.07% | +1+0.1% | Added |
| Macroview Investment Management LLC | 675 | $238.0K | 0.34% | +25+3.8% | Added |
| Concord Asset Management, LLC | 675 | $238.2K | 0.16% | +675 | New |
| Mma Asset Management LLC | 765 | $239.0K | 0.19% | +765 | New |
| Ironwood Investment Management LLC | 680 | $240.0K | 0.13% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 681 | $240.0K | 0.09% | +681 | New |
| Moneywise, Inc. | 683 | $241.0K | 0.16% | 00.0% | Unchanged |
| Jefferies Group LLC | 684 | $241.4K | 0.01% | −100−12.8% | Reduced |
| Peterson Wealth Advisors, LLC | 686 | $242.0K | 0.07% | −369−35.0% | Reduced |
| Nikulski Financial, Inc. | 687 | $242.0K | 0.10% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 689 | $243.0K | 0.11% | −11−1.6% | Reduced |
| Pinnacle Family Advisors, LLC | 690 | $244.0K | 0.13% | −31−4.3% | Reduced |
| Mayfair Advisory Group, LLC | 697 | $245.0K | 0.31% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 694 | $245.0K | 0.08% | −10−1.4% | Reduced |
| Bridge Creek Capital Management LLC | 697 | $246.0K | 0.08% | −100−12.5% | Reduced |
| Blue Square Asset Management, LLC | 697 | $246.0K | 0.21% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 698 | $246.0K | 0.07% | +698 | New |
| FDx Advisors, Inc. | 701 | $247.0K | 0.01% | −8,019−92.0% | Reduced |
| Long Road Investment Counsel, LLC | 700 | $247.0K | 0.11% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 700 | $247.0K | 0.15% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 700 | $247.0K | 0.20% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 700 | $247.0K | 0.19% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 702 | $247.0K | 0.07% | +702 | New |
| Tenret Co LLC | 703 | $248.0K | 0.22% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 704 | $248.0K | 0.08% | +704 | New |
| Refined Wealth Management | 706 | $249.0K | 0.21% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 708 | $250.0K | 0.11% | −5−0.7% | Reduced |
| F3Logic, LLC | 709 | $252.0K | 0.04% | +25+3.7% | Added |
| Accretive Wealth Partners, LLC | 718 | $253.0K | 0.16% | −20−2.7% | Reduced |
| Capital Insight Partners, LLC | 717 | $253.0K | 0.05% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 716 | $253.0K | 0.13% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 733 | $253.0K | 0.09% | +733 | New |
| West Michigan Advisors, LLC | 717 | $253.0K | 0.18% | +717 | New |
| Fullen Financial Group | 719 | $254.0K | 0.15% | +46+6.8% | Added |
| Asio Capital, LLC | 723 | $255.0K | 0.07% | −266−26.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 735 | $259.0K | 0.04% | −2,900−79.8% | Reduced |
| Arbor Capital Management Inc | 739 | $259.0K | 0.20% | 00.0% | Unchanged |
| S. R. Schill & Associates | 734 | $259.0K | 0.11% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 734 | $259.0K | 0.08% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 735 | $259.0K | 0.05% | +735 | New |
| USAdvisors Wealth Management, LLC | 738 | $260.0K | 0.11% | −1,290−63.6% | Reduced |
| Lake Point Wealth Management | 736 | $260.0K | 0.12% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 736 | $260.0K | 0.22% | +10+1.4% | Added |
| Private Capital Management, LLC | 736 | $260.0K | 0.04% | +736 | New |
| Harvest Investment Services, LLC | 743 | $262.0K | 0.16% | −331−30.8% | Reduced |
| Naviter Wealth, LLC | 741 | $262.0K | 0.09% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 746 | $263.0K | 0.03% | −543−42.1% | Reduced |
