| Lee Financial Co | 689 | $144.5K | 0.03% | 00.0% | Unchanged |
| AJOVista, LLC | 694 | $145.5K | 0.18% | +694 | New |
| West Financial Advisors, LLC | 695 | $145.7K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 696 | $146.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 716 | $150.0K | 0.00% | −8−1.1% | Reduced |
| Zions Bancorporation, N.A. | 729 | $152.9K | 0.01% | −13−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 732 | $153.0K | 0.00% | −1,925−72.5% | Reduced |
| Rational Advisors LLC | 747 | $156.7K | 0.02% | −796−51.6% | Reduced |
| SOA Wealth Advisors, LLC. | 750 | $157.3K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 779 | $163.4K | 0.08% | +779 | New |
| Spartan Planning & Wealth Management | 796 | $166.9K | 0.18% | +796 | New |
| Global Financial Private Client, LLC | 797 | $167.1K | 0.08% | −812−50.5% | Reduced |
| EntryPoint Capital, LLC | 799 | $167.6K | 0.16% | +799 | New |
| Highlander Capital Management, LLC | 800 | $167.8K | 0.06% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 800 | $167.8K | 0.12% | +800 | New |
| Horizon Bancorp Inc | 815 | $171.0K | 0.08% | +14+1.7% | Added |
| One River Asset Management, LLC | 822 | $172.4K | 0.05% | −9,308−91.9% | Reduced |
| Osterweis Capital Management Inc | 823 | $172.6K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 826 | $173.2K | 0.05% | +826 | New |
| Jackson, Grant Investment Advisers, Inc. | 826 | $173.3K | 0.08% | +1+0.1% | Added |
| LFA - Lugano Financial Advisors SA | 832 | $174.5K | 0.14% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 842 | $176.6K | 0.11% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 849 | $178.1K | 0.16% | −1,406−62.4% | Reduced |
| Tacita Capital Inc | 853 | $178.9K | 0.13% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 853 | $178.9K | 0.04% | +37+4.5% | Added |
| Cape Investment Advisory, Inc. | 867 | $181.8K | 0.09% | +1+0.1% | Added |
| Deseret Mutual Benefit Administrators | 873 | $183.1K | 0.11% | −197−18.4% | Reduced |
| FSA Wealth Management LLC | 878 | $184.0K | 0.09% | +878 | New |
| Centerpoint Advisors, LLC | 882 | $185.0K | 0.07% | −138−13.5% | Reduced |
| Pingora Partners LLC | 886 | $185.8K | 0.16% | +886 | New |
| Eagle Bay Advisors LLC | 893 | $187.3K | 0.12% | −889−49.9% | Reduced |
| Financial Management Professionals, Inc. | 915 | $192.0K | 0.03% | −6−0.7% | Reduced |
| Tortoise Investment Management, LLC | 925 | $193.9K | 0.03% | +195+26.7% | Added |
| HHM Wealth Advisors, LLC | 954 | $200.1K | 0.03% | +120+14.4% | Added |
| First Business Financial Services, Inc. | 957 | $200.7K | 0.02% | +957 | New |
| PrairieView Partners, LLC | 960 | $201.0K | 0.02% | −675−41.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,043 | $201.3K | 0.15% | +1,043 | New |
| Vantage Consulting Group Inc | 961 | $201.5K | 0.14% | +961 | New |
| Centiva Capital, LP | 964 | $202.2K | 0.01% | +13+1.4% | Added |
| Measured Wealth Private Client Group, LLC | 964 | $202.2K | 0.07% | +964 | New |
| Pin Oak Investment Advisors Inc | 968 | $203.0K | 0.21% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 969 | $203.2K | 0.18% | −230−19.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 971 | $203.5K | 0.03% | +971 | New |
| Verus Financial Partners, Inc. | 1,010 | $203.9K | 0.03% | −129−11.3% | Reduced |
| Hoxton Planning & Management, LLC | 975 | $204.0K | 0.11% | +975 | New |
| Godshalk Welsh Capital Management, Inc. | 975 | $204.5K | 0.15% | +975 | New |
| Seaside Wealth Management, Inc. | 976 | $204.7K | 0.09% | +976 | New |
| Jackson Hole Capital Partners, LLC | 979 | $205.3K | 0.05% | +979 | New |
| Addison Advisors LLC | 983 | $206.1K | 0.08% | +94+10.6% | Added |
| Widmann Financial Services, Inc. | 985 | $206.6K | 0.19% | +985 | New |
| LaSalle St. Investment Advisors, LLC | 986 | $206.9K | 0.14% | +986 | New |
| Ostrum Asset Management | 987 | $207.0K | 0.02% | +4+0.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 990 | $208.0K | 0.03% | +990 | New |
| Quantum Financial Advisors, LLC | 1,000 | $209.6K | 0.05% | +1,000 | New |
| Sage Investment Advisers LLC | 1,000 | $209.7K | 0.25% | −100−9.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,000 | $209.7K | 0.02% | +1,000 | New |
| Doheny Asset Management | 1,000 | $210.0K | 0.21% | +1,000 | New |
| BCJ Capital Management, LLC | 1,002 | $210.1K | 0.02% | −211−17.4% | Reduced |
| V-Square Quantitative Management LLC | 1,003 | $210.3K | 0.05% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,003 | $210.3K | 0.06% | +1,003 | New |
| Claris Advisors, LLC | 1,003 | $210.3K | 0.12% | +1,003 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 1,005 | $210.8K | 0.04% | +1,005 | New |
| Echo45 Advisors LLC | 1,005 | $210.8K | 0.16% | +1,005 | New |
| Graves-Light Private Wealth Management, Inc. | 1,007 | $211.2K | 0.03% | +1,007 | New |
| Trust Co | 1,008 | $211.4K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,013 | $211.4K | 0.00% | +36+3.7% | Added |
| Traveka Wealth, LLC | 1,008 | $211.4K | 0.11% | +1,008 | New |
| McElhenny Sheffield Capital Management, LLC | 1,013 | $212.5K | 0.09% | +1,013 | New |
| Hendershot Investments Inc. | 1,014 | $212.6K | 0.03% | +47+4.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,017 | $213.2K | 0.03% | −559−35.5% | Reduced |
| Bank of Stockton | 1,070 | $214.8K | 0.07% | −150−12.3% | Reduced |
| Hourglass Capital, LLC | 1,026 | $215.2K | 0.07% | +1,026 | New |
| Bell Bank | 1,028 | $215.6K | 0.02% | +1,028 | New |
| Glassman Wealth Services | 1,034 | $216.8K | 0.03% | −103−9.1% | Reduced |
| Plato Investment Management Ltd | 1,035 | $217.0K | 0.27% | +1,035 | New |
| Financial Council Asset Management Inc | 1,036 | $217.3K | 0.15% | +1,036 | New |
| Centennial Wealth Advisory LLC | 1,039 | $217.9K | 0.11% | +1,039 | New |
| Wealth Dimensions Group, Ltd. | 1,040 | $218.0K | 0.07% | +1,040 | New |
| Fiduciary Alliance LLC | 1,040 | $218.1K | 0.04% | −69−6.2% | Reduced |
| ARK & TLK Investments, LLC | 1,041 | $218.2K | 0.09% | +1,041 | New |
| Fermata Advisors, LLC | 1,041 | $218.3K | 0.05% | −136−11.6% | Reduced |
| Next Capital Management LLC | 1,042 | $218.5K | 0.09% | +1,042 | New |
| Curtis Advisory Group, LLC | 1,044 | $218.9K | 0.10% | +1,044 | New |
| Passive Capital Management, LLC. | 1,044 | $218.9K | 0.09% | +1,044 | New |
| Heritage Investment Group, Inc. | 1,046 | $219.0K | 0.05% | +1,046 | New |
| Leibman Financial Services, Inc. | 1,048 | $219.8K | 0.18% | +1,048 | New |
| Executive Wealth Management, LLC | 1,048 | $219.8K | 0.02% | −36−3.3% | Reduced |
| Derbend Asset Management | 1,049 | $219.9K | 0.13% | +1,049 | New |
| Maia Wealth LLC | 1,050 | $220.2K | 0.09% | +1,050 | New |
| KLCM Advisors, Inc. | 1,050 | $220.2K | 0.03% | +1,050 | New |
| Harrell Investment Partners, LLC | 1,051 | $220.4K | 0.07% | +1,051 | New |
| Sterneck Capital Management, LLC | 1,052 | $220.6K | 0.14% | +1,052 | New |
| Pine Harbor Wealth Management, LLC | 1,052 | $220.7K | 0.17% | +1,052 | New |
| Probity Advisors, Inc. | 1,053 | $220.8K | 0.05% | +1,053 | New |
| Element Wealth, LLC | 1,058 | $222.0K | 0.14% | +1,058 | New |
| Cascade Investment Advisors, Inc. | 1,060 | $222.3K | 0.16% | +1,060 | New |
| Bruce G. Allen Investments, LLC | 1,060 | $222.3K | 0.20% | +1,060 | New |
| Key Client Fiduciary Advisors, LLC | 1,063 | $222.9K | 0.13% | −98−8.4% | Reduced |
| Well Done, LLC | 1,067 | $223.8K | 0.04% | +1,067 | New |
| Lakeridge Wealth Management LLC | 1,067 | $223.9K | 0.16% | +1,067 | New |
