| Lagoda Investment Management, L.P. | 86 | $249.0K | 0.12% | −9−9.5% | Reduced |
| VisionPoint Advisory Group, LLC | 87 | $249.0K | 0.11% | +3+3.6% | Added |
| Manteio Capital LLC | 86 | $249.0K | 0.32% | +86 | New |
| Eudaimonia Advisors LLC | 86 | $249.0K | 0.15% | +86 | New |
| Horizon Family Wealth, Inc. | 86 | $250.0K | 0.25% | +86 | New |
| Pettinga Financial Advisors, LLC | 87 | $252.0K | 0.06% | 00.0% | Unchanged |
| Smart Money Group LLC | 87 | $252.0K | 0.16% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 87 | $252.0K | 0.20% | +87 | New |
| Hutchens & Kramer Investment Management Group, LLC | 90 | $252.0K | 0.16% | +90 | New |
| Tradewinds, LLC. | 1,816 | $253.7K | 0.30% | +1,816 | New |
| Maxele Advisors, LLC | 88 | $254.9K | 0.29% | +88 | New |
| Verde Capital Management | 88 | $255.0K | 0.10% | −5−5.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 88 | $255.0K | 0.12% | +1+1.1% | Added |
| Crumly & Associates Inc. | 89 | $255.0K | 0.10% | +11+14.1% | Added |
| Mayfair Advisory Group, LLC | 93 | $256.0K | 0.34% | −2−2.1% | Reduced |
| Rowland & Co Investment Counsel | 89 | $257.8K | 0.06% | −5−5.3% | Reduced |
| AAFCPAs Wealth Management, LLC | 89 | $257.8K | 0.19% | +89 | New |
| Financial Network Wealth Management LLC | 89 | $258.0K | 0.13% | 00.0% | Unchanged |
| Independent Family Office, LLC | 89 | $258.0K | 0.10% | +8+9.9% | Added |
| Vectors Research Management, LLC | 89 | $258.0K | 0.05% | +9+11.3% | Added |
| HNP Capital LLC | 89 | $258.0K | 0.06% | +9+11.3% | Added |
| Summit Wealth Group, LLC | 90 | $261.0K | 0.30% | −17−15.9% | Reduced |
| Echo Wealth Management, LLC | 94 | $261.0K | 0.30% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 90 | $261.0K | 0.11% | −1−1.1% | Reduced |
| Campbell Wealth Management | 90 | $261.0K | 0.03% | +14+18.4% | Added |
| Aspireon Wealth Advisors | 90 | $261.0K | 0.13% | +15+20.0% | Added |
| Northcape Wealth Management, LLC | 90 | $261.0K | 0.09% | +90 | New |
| Keb Asset Management, LLC | 90 | $261.0K | 0.17% | +90 | New |
| First Farmers & Merchants Bank / Trust | 90 | $261.0K | 0.26% | +90 | New |
| BCS Wealth Management | 90 | $262.0K | 0.09% | +90 | New |
| HC Advisors, LLC | 91 | $264.0K | 0.16% | −24−20.9% | Reduced |
| Select Asset Management & Trust | 91 | $264.0K | 0.17% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 91 | $264.0K | 0.07% | +8+9.6% | Added |
| Walker Asset Management, LLC | 91 | $264.0K | 0.23% | +91 | New |
| Portfolio Strategies, Inc. | 92 | $267.0K | 0.05% | 00.0% | Unchanged |
| Ade, LLC | 92 | $267.0K | 0.23% | +11+13.6% | Added |
| Crescent Grove Advisors, LLC | 92 | $267.0K | 0.03% | +12+15.0% | Added |
| Arcus Capital Partners, LLC | 93 | $269.0K | 0.09% | −153−62.2% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 93 | $269.0K | 0.15% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 93 | $269.0K | 0.13% | +93 | New |
| RTD Financial Advisors, Inc. | 93 | $269.0K | 0.04% | +93 | New |
| Planning Center, Inc. | 91 | $269.0K | 0.21% | +91 | New |
| Prism Advisors, Inc. | 94 | $272.0K | 0.09% | −11−10.5% | Reduced |
| Courage Miller Partners, LLC | 94 | $272.0K | 0.10% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 94 | $272.0K | 0.03% | +6+6.8% | Added |
| Ballast, Inc. | 95 | $275.0K | 0.11% | −7−6.9% | Reduced |
| Clear Investment Research, LLC | 95 | $275.0K | 0.42% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 95 | $275.0K | 0.15% | 00.0% | Unchanged |
| Platt Investment Counsel, LLC | 95 | $275.0K | 0.23% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 95 | $275.0K | 0.19% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 95 | $275.0K | 0.19% | +5+5.6% | Added |
| Future Financial Wealth Managment LLC | 95 | $275.0K | 0.22% | +95 | New |
| Ratio Wealth Group | 95 | $275.2K | 0.08% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 97 | $281.0K | 0.16% | −2−2.0% | Reduced |
| Aufman Associates Inc | 97 | $281.0K | 0.21% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 97 | $281.0K | 0.04% | +20+26.0% | Added |
| Blackston Financial Advisory Group, LLC | 97 | $281.0K | 0.16% | +97 | New |
| Silverlake Wealth Management LLC | 97 | $281.0K | 0.15% | +97 | New |
| Karn, Couzens & Associates, Inc. | 98 | $284.0K | 0.19% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 98 | $284.0K | 0.09% | +8+8.9% | Added |
| Pathway Financial Advisors LLC | 105 | $284.0K | 0.10% | +105 | New |
| Aspire Wealth Management Corp | 98 | $284.0K | 0.23% | +98 | New |
| Meridian Financial, LLC | 99 | $286.8K | 0.27% | +99 | New |
| Trilogy Capital Inc. | 99 | $287.0K | 0.02% | +5+5.3% | Added |
| Whetstone Capital Advisors, LLC | 99 | $287.0K | 0.06% | +9+10.0% | Added |
| Seven Post Investment Office LP | 99 | $287.0K | 0.08% | +24+32.0% | Added |
| Goodwin Daniel L | 100 | $290.0K | 0.13% | −70−41.2% | Reduced |
| TMD Wealth Management, LLC | 100 | $290.0K | 0.11% | −37−27.0% | Reduced |
| Yorktown Management & Research Co Inc | 100 | $290.0K | 0.20% | −20−16.7% | Reduced |
| Rice Hall James & Associates, LLC | 100 | $290.0K | 0.01% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 100 | $290.0K | 0.10% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 100 | $290.0K | 0.10% | 00.0% | Unchanged |
| Campion Asset Management LLC | 100 | $290.0K | 0.24% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $290.0K | 0.08% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 99 | $290.0K | 0.19% | +6+6.5% | Added |
| Ten Capital Wealth Advisors, LLC | 100 | $290.0K | 0.12% | +30+42.9% | Added |
| Weybosset Research & Management LLC | 100 | $290.0K | 0.11% | +100 | New |
| Lumina Fund Management LLC | 100 | $290.0K | 0.12% | +100 | New |
| PDT Partners, LLC | 100 | $290.0K | 0.02% | +100 | New |
| Greenline Partners, LLC | 100 | $290.0K | 0.05% | +100 | New |
| Empirical Asset Management, LLC | 100 | $290.0K | 0.28% | +100 | New |
| Bellwether Advisors, LLC | 101 | $292.0K | 0.09% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 101 | $293.0K | 0.06% | −8−7.3% | Reduced |
| Biltmore Wealth Management, LLC | 101 | $293.0K | 0.11% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 102 | $295.0K | 0.15% | −10−8.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 102 | $295.0K | 0.13% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 102 | $295.0K | 0.00% | +15+17.2% | Added |
| Advisors Management Group Inc | 103 | $298.0K | 0.09% | 00.0% | Unchanged |
| Community Trust & Investment Co | 103 | $298.0K | 0.02% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 103 | $298.0K | 0.22% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 103 | $298.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 103 | $298.0K | 0.19% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 103 | $298.0K | 0.16% | +5+5.1% | Added |
| Peterson Wealth Services | 103 | $298.0K | 0.20% | +103 | New |
| Jmac Enterprises LLC | 108 | $300.0K | 0.07% | +108 | New |
| Holistic Financial Partners | 104 | $301.0K | 0.17% | −4−3.7% | Reduced |
| Landaas & Co | 104 | $301.0K | 0.16% | 00.0% | Unchanged |
| Apella Capital, LLC | 104 | $301.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 104 | $301.0K | 0.16% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 104 | $301.0K | 0.24% | +104 | New |