| Eagle Bay Advisors LLC | 432 | $113.7K | 0.07% | −23−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 437 | $115.0K | 0.01% | −16−3.5% | Reduced |
| Archer Investment Corp | 445 | $117.1K | 0.04% | +73+19.6% | Added |
| Activest Wealth Management | 448 | $117.9K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 450 | $118.4K | 0.02% | −2−0.4% | Reduced |
| Evergreen Private Wealth LLC | 459 | $120.8K | 0.07% | +459 | New |
| Clean Yield Group | 461 | $121.3K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 467 | $122.9K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 480 | $126.3K | 0.01% | +213+79.8% | Added |
| Hanson & Doremus Investment Management | 495 | $130.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 498 | $131.0K | 0.08% | −130−20.7% | Reduced |
| Kessler Investment Group, LLC | 500 | $131.6K | 0.08% | −54−9.7% | Reduced |
| First Command Advisory Services, Inc. | 505 | $132.9K | 0.00% | −45−8.2% | Reduced |
| Optimum Investment Advisors | 505 | $132.9K | 0.07% | −30−5.6% | Reduced |
| Hall Laurie J Trustee | 540 | $142.0K | 0.05% | +25+4.9% | Added |
| EdgeRock Capital LLC | 500 | $142.8K | 0.10% | +500 | New |
| Highline Wealth Partners LLC | 544 | $143.1K | 0.07% | +27+5.2% | Added |
| Wellington Shields & Co., LLC | 547 | $143.9K | 0.05% | −139−20.3% | Reduced |
| Abound Wealth Management | 554 | $145.9K | 0.06% | +8+1.5% | Added |
| Pin Oak Investment Advisors Inc | 553 | $146.0K | 0.15% | +40+7.8% | Added |
| Dakota Community Bank & Trust NA | 558 | $146.8K | 0.82% | +31+5.9% | Added |
| Sound Income Strategies, LLC | 564 | $148.4K | 0.01% | +132+30.6% | Added |
| Tompkins Financial Corp | 571 | $150.3K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 578 | $152.1K | 0.06% | +578 | New |
| Banco de Sabadell, S.A | 580 | $154.0K | 0.12% | −909−61.0% | Reduced |
| First Foundation Advisors | 600 | $157.9K | 0.01% | −2,288−79.2% | Reduced |
| Globeflex Capital L P | 600 | $157.9K | 0.02% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 600 | $158.0K | 0.14% | −11,875−95.2% | Reduced |
| Beacon Capital Management, LLC | 792 | $160.6K | 0.05% | −56−6.6% | Reduced |
| Rakuten Securities, Inc. | 624 | $164.2K | 0.13% | +624 | New |
| Baldwin Brothers Inc | 625 | $164.5K | 0.01% | +98+18.6% | Added |
| SYSTM Wealth Solutions LLC | 647 | $170.3K | 0.02% | −378−36.9% | Reduced |
| Tyler-Stone Wealth Management | 655 | $172.4K | 0.09% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 676 | $177.9K | 0.10% | +676 | New |
| Rockbridge Investment Management, LCC | 692 | $182.1K | 0.03% | +692 | New |
| Union Investments & Development Ltd. | 700 | $184.2K | 0.17% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $184.2K | 0.05% | +100+16.7% | Added |
| West Branch Capital LLC | 713 | $187.6K | 0.09% | +445+166.0% | Added |
| Versant Capital Management, Inc | 718 | $188.9K | 0.06% | +30+4.4% | Added |
| Arvest Investments, Inc. | 721 | $189.7K | 0.03% | +721 | New |
| DT Investment Partners, LLC | 662 | $190.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 727 | $191.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 728 | $191.6K | 0.10% | −300−29.2% | Reduced |
| West Paces Advisors Inc. | 734 | $193.1K | 0.05% | +8+1.1% | Added |
| WealthCollab, LLC | 734 | $193.1K | 0.15% | +734 | New |
| West Oak Capital, LLC | 725 | $197.0K | 0.09% | +140+23.9% | Added |
| Rational Advisors LLC | 759 | $199.7K | 0.02% | −1,224−61.7% | Reduced |
| Meridian Wealth Partners, LLC | 762 | $200.6K | 0.04% | +762 | New |
| Edgestream Partners, L.P. | 764 | $201.0K | 0.01% | −11,197−93.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 766 | $201.6K | 0.08% | +766 | New |
| Willis Johnson & Associates, Inc. | 769 | $202.3K | 0.02% | +769 | New |
| Mendel Money Management | 770 | $202.6K | 0.10% | +770 | New |
| Warren Street Wealth Advisors, LLC | 771 | $202.9K | 0.12% | +771 | New |
| J. L. Bainbridge & Co., Inc. | 771 | $202.9K | 0.02% | +771 | New |
| Alera Investment Advisors, LLC | 771 | $202.9K | 0.03% | +771 | New |
| Concentrum Wealth Management | 771 | $202.9K | 0.11% | +771 | New |
| Baron Silver Stevens Financial Advisors, LLC | 772 | $203.1K | 0.04% | +772 | New |
| Stewart & Patten Co LLC | 773 | $203.4K | 0.03% | +773 | New |
| Gill Capital Partners, LLC | 775 | $203.9K | 0.09% | +775 | New |
| AJOVista, LLC | 775 | $203.9K | 0.26% | +775 | New |
| Manchester Capital Management LLC | 782 | $205.8K | 0.03% | +129+19.8% | Added |
| ABLE Financial Group, LLC | 785 | $206.6K | 0.09% | +785 | New |
| Horizon Bancorp Inc | 785 | $207.0K | 0.10% | −184−19.0% | Reduced |
| Colonial Trust Co | 787 | $207.2K | 0.04% | −35−4.3% | Reduced |
| Westover Capital Advisors, LLC | 788 | $207.4K | 0.07% | +788 | New |
| Mount Yale Investment Advisors, LLC | 790 | $207.9K | 0.02% | −5,453−87.3% | Reduced |
| 3Chopt Investment Partners, LLC | 791 | $208.1K | 0.08% | +791 | New |
| TruWealth Advisors, LLC | 792 | $208.4K | 0.02% | +792 | New |
| HMS Capital Management, LLC | 794 | $208.9K | 0.13% | +794 | New |
| Echo45 Advisors LLC | 794 | $208.9K | 0.16% | +794 | New |
| High Net Worth Advisory Group LLC | 797 | $209.7K | 0.08% | +797 | New |
| RKL Wealth Management LLC | 798 | $210.0K | 0.02% | +798 | New |
| Front Row Advisors LLC | 800 | $210.5K | 0.10% | −102−11.3% | Reduced |
| Source Financial Advisors LLC | 804 | $211.6K | 0.07% | +804 | New |
| Reynders McVeigh Capital Management, LLC | 805 | $212.0K | 0.01% | +805 | New |
| Jag Capital Management, LLC | 806 | $212.1K | 0.03% | −22,403−96.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 808 | $212.6K | 0.15% | +808 | New |
| Gray Wealth Management Inc. | 808 | $212.6K | 0.10% | +808 | New |
| Catalina Capital Group, LLC | 808 | $212.6K | 0.16% | +808 | New |
| Financial Management Professionals, Inc. | 810 | $213.0K | 0.03% | +15+1.9% | Added |
| Affinity Capital Advisors, LLC | 812 | $213.7K | 0.05% | +812 | New |
| Financial Network Wealth Management LLC | 816 | $214.0K | 0.09% | +816 | New |
| Pure Financial Advisors, Inc. | 813 | $214.0K | 0.01% | +813 | New |
| My Personal CFO, LLC | 814 | $214.2K | 0.14% | −256−23.9% | Reduced |
| Milestone Asset Management, LLC | 814 | $214.2K | 0.07% | +814 | New |
| Pensionmark Financial Group, LLC | 815 | $214.5K | 0.03% | +815 | New |
| Woodward Diversified Capital, LLC | 815 | $214.5K | 0.13% | +815 | New |
| 49 Wealth Management, LLC | 815 | $214.5K | 0.06% | +815 | New |
| Vivaldi Capital Management, LLC | 765 | $215.1K | 0.06% | +765 | New |
| Holistic Financial Partners | 819 | $215.5K | 0.13% | +819 | New |
| Covestor Ltd | 819 | $216.0K | 0.15% | +409+99.8% | Added |
| GFS Advisors, LLC | 820 | $216.0K | 0.03% | +820 | New |
| Ethos Financial Group, LLC | 827 | $218.0K | 0.05% | +827 | New |
| Sage Private Wealth Group, LLC | 829 | $218.1K | 0.19% | −187−18.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 829 | $218.1K | 0.05% | +829 | New |
| Pier 88 Investment Partners LLC | 830 | $218.4K | 0.05% | −470−36.2% | Reduced |
| Mosley Wealth Management | 834 | $219.5K | 0.22% | +834 | New |
| Archvest Wealth Advisors, Inc. | 836 | $220.0K | 0.17% | +836 | New |
| Grimes & Company, Inc. | 839 | $220.8K | 0.01% | +839 | New |
| University of Texas/Texas Am Investment Managment Co | 842 | $221.6K | 0.06% | +220+35.4% | Added |
