| Caldwell Sutter Capital, Inc. | 136 | $79.3K | 0.04% | −4−2.9% | Reduced |
| Stephens Consulting, LLC | 137 | $79.9K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 138 | $80.4K | 0.04% | −190−57.9% | Reduced |
| Silicon Valley Capital Partners | 139 | $80.8K | 0.01% | +1+0.7% | Added |
| LFA - Lugano Financial Advisors SA | 139 | $81.0K | 0.06% | +28+25.2% | Added |
| Atlantic Private Wealth, LLC | 140 | $81.6K | 0.07% | −60−30.0% | Reduced |
| Main Street Group, LTD | 141 | $82.6K | 0.03% | +141 | New |
| POM Investment Strategies, LLC | 150 | $87.4K | 0.08% | +150 | New |
| Abich Financial Wealth Management LLC | 150 | $87.4K | 0.08% | +150 | New |
| Credential Qtrade Securities Inc. | 152 | $88.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 168 | $98.0K | 0.04% | −3−1.8% | Reduced |
| Sachetta, LLC | 171 | $99.5K | 0.05% | +171 | New |
| Private Wealth Management Group, LLC | 174 | $101.4K | 0.05% | +174 | New |
| Moisand Fitzgerald Tamayo, LLC | 175 | $102.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 179 | $104.0K | 0.11% | +77+75.5% | Added |
| Financial Connections Group, Inc. | 188 | $109.0K | 0.07% | +188 | New |
| Old Point Trust & Financial Services N A | 188 | $109.6K | 0.04% | +188 | New |
| New Millennium Group LLC | 192 | $112.0K | 0.10% | +70+57.4% | Added |
| Transcendent Capital Group LLC | 195 | $113.7K | 0.08% | +195 | New |
| A.P. Gilfoyle & Co., L.P. | 250 | $116.2K | 21.63% | +250 | New |
| Bellevue Asset Management, LLC | 200 | $116.6K | 0.10% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 200 | $116.6K | 0.07% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $117.0K | 0.12% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 210 | $122.4K | 0.09% | +210 | New |
| Cape Investment Advisory, Inc. | 216 | $125.9K | 0.06% | −15−6.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 219 | $127.7K | 0.01% | +219 | New |
| Syntax Research, Inc. | 223 | $130.0K | 0.11% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 228 | $132.9K | 0.04% | −6−2.6% | Reduced |
| Livelsberger Financial Advisory | 232 | $135.2K | 0.12% | +232 | New |
| Cranbrook Wealth Management, LLC | 239 | $139.3K | 0.04% | +90+60.4% | Added |
| Kelly Lawrence W & Associates Inc | 247 | $144.2K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $145.7K | 0.14% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 250 | $145.7K | 0.06% | +250 | New |
| University of Texas/Texas Am Investment Managment Co | 251 | $146.3K | 0.04% | +42+20.1% | Added |
| Ashburton (Jersey) Ltd | 275 | $148.0K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 255 | $148.6K | 0.07% | −17−6.3% | Reduced |
| Rocky Mountain Advisers, LLC | 267 | $155.6K | 0.05% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 272 | $158.5K | 0.03% | +1+0.4% | Added |
| FSA Wealth Management LLC | 274 | $160.0K | 0.08% | +274 | New |
| Covestor Ltd | 278 | $162.0K | 0.11% | −94−25.3% | Reduced |
| TFC Financial Management | 279 | $162.7K | 0.03% | +13+4.9% | Added |
| Hobbs Group Advisors, LLC | 286 | $166.8K | 0.07% | +286 | New |
| Rockbridge Investment Management, LCC | 289 | $168.3K | 0.03% | +289 | New |
| Bogart Wealth, LLC | 289 | $168.5K | 0.01% | +110+61.5% | Added |
| First Personal Financial Services | 291 | $169.6K | 0.04% | −1−0.3% | Reduced |
| Readystate Asset Management LP | 293 | $170.8K | 0.01% | +293 | New |
| RE Dickinson Investment Advisors, LLC | 293 | $171.0K | 0.11% | +5+1.7% | Added |
| Pflug Koory, LLC | 296 | $172.5K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $174.9K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 300 | $174.9K | 0.04% | +6+2.0% | Added |
| Knott David M Jr | 300 | $175.0K | 0.07% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 300 | $175.1K | 0.16% | +49+19.5% | Added |
| America First Investment Advisors, LLC | 301 | $175.5K | 0.05% | 00.0% | Unchanged |
| West Tower Group, LLC | 303 | $176.6K | 0.36% | +136+81.4% | Added |
| Tennessee Valley Asset Management Partners | 310 | $180.6K | 0.05% | +310 | New |
| AllSquare Wealth Management LLC | 313 | $182.5K | 0.11% | +35+12.6% | Added |
| Horizon Bancorp Inc | 321 | $187.0K | 0.09% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 325 | $189.4K | 0.12% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $189.4K | 0.13% | 00.0% | Unchanged |
| Security National Bank | 327 | $190.6K | 0.04% | +327 | New |
| Horizons Wealth Management | 338 | $197.0K | 0.13% | +329+3,655.6% | Added |
| Glass Jacobson Investment Advisors llc | 342 | $199.2K | 0.08% | +5+1.5% | Added |
| Financial Avengers, Inc. | 342 | $199.5K | 0.12% | 00.0% | Unchanged |
| Vista Investment Management | 344 | $200.5K | 0.09% | +344 | New |
| Planning Directions Inc | 344 | $200.7K | 0.14% | +344 | New |
| AMJ Financial Wealth Management | 344 | $200.7K | 0.08% | +344 | New |
| AAFCPAs Wealth Management, LLC | 347 | $202.2K | 0.12% | +347 | New |
| Cannon Financial Strategists, Inc. | 348 | $203.0K | 0.04% | +348 | New |
| Adams Wealth Management | 349 | $203.7K | 0.06% | +349 | New |
| Legend Financial Advisors, Inc. | 350 | $204.0K | 0.16% | −19−5.1% | Reduced |
| Stordahl Capital Management, Inc. | 350 | $204.1K | 0.06% | −40−10.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 351 | $204.6K | 0.14% | −862−71.1% | Reduced |
| Teamwork Financial Advisors, LLC | 351 | $204.7K | 0.04% | +351 | New |
| Cornerstone Wealth Advisors, Inc. | 352 | $205.2K | 0.07% | −25−6.6% | Reduced |
| Avenue 1 Advisors, LLC | 353 | $205.8K | 0.09% | +353 | New |
| ML & R Wealth Management LLC | 353 | $205.8K | 0.05% | +353 | New |
| Golden Road Advisors LLC | 353 | $205.8K | 0.20% | +353 | New |
| Goldstone Financial Group, LLC | 353 | $205.8K | 0.05% | +353 | New |
| Sterling Financial Group, Inc. | 357 | $208.1K | 0.12% | +357 | New |
| Financial Perspectives, Inc | 358 | $208.7K | 0.08% | +14+4.1% | Added |
| Rise Advisors, LLC | 358 | $208.8K | 0.15% | 00.0% | Unchanged |
| Arlington Partners LLC | 359 | $209.3K | 0.06% | −98−21.4% | Reduced |
| Dash Acquisitions Inc. | 332 | $209.3K | 0.07% | +332 | New |
| Burke & Herbert Bank & Trust Co | 360 | $209.9K | 0.15% | +360 | New |
| Blue Square Asset Management, LLC | 360 | $209.9K | 0.14% | +360 | New |
| FNY Investment Advisers, LLC | 361 | $210.0K | 0.24% | +361 | New |
| Provenance Wealth Advisors, LLC | 361 | $210.4K | 0.03% | +6+1.7% | Added |
| Day & Ennis, LLC | 362 | $211.0K | 0.07% | +362 | New |
| REDW Wealth LLC | 363 | $211.6K | 0.06% | +363 | New |
| Davy Global Fund Management Ltd | 364 | $212.2K | 0.02% | +364 | New |
| Sax Wealth Advisors, LLC | 365 | $212.8K | 0.03% | +365 | New |
| Vance Wealth, Inc. | 366 | $213.3K | 0.09% | −38−9.4% | Reduced |
| Arlington Financial Advisors, LLC | 366 | $213.3K | 0.06% | +366 | New |
| Bruce G. Allen Investments, LLC | 366 | $213.3K | 0.19% | +366 | New |
| Royal Fund Management, LLC | 367 | $214.0K | 0.03% | +367 | New |
| Southland Equity Partners LLC | 367 | $214.2K | 0.07% | −392−51.6% | Reduced |
| Clark Financial Services Group Inc | 368 | $215.0K | 0.28% | −68−15.6% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 370 | $215.7K | 0.13% | +370 | New |
| Valued Retirements, Inc. | 371 | $216.0K | 0.37% | +371 | New |
| Todd Asset Management LLC | 371 | $216.3K | 0.00% | +371 | New |
