| Planning Center, Inc. | 456 | $221.6K | 0.05% | +456 | New |
| Walker Asset Management, LLC | 457 | $221.9K | 0.15% | +457 | New |
| FOCUS Wealth Advisors, LLC | 459 | $222.9K | 0.12% | +459 | New |
| Birchcreek Wealth Management, LLC | 461 | $223.9K | 0.12% | +461 | New |
| Lathrop Investment Management Corp | 462 | $224.0K | 0.04% | +462 | New |
| Roth Financial Partners LLC | 462 | $224.3K | 0.10% | +462 | New |
| Towerpoint Wealth, LLC | 462 | $224.3K | 0.11% | −984−68.0% | Reduced |
| Biondo Investment Advisors, LLC | 463 | $224.8K | 0.03% | +463 | New |
| Levy Wealth Management Group, LLC | 640 | $226.5K | 0.06% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 459 | $226.7K | 0.09% | +459 | New |
| Patriot Investment Management Inc. | 469 | $227.7K | 0.02% | +469 | New |
| Ritter Daniher Financial Advisory LLC | 470 | $228.2K | 0.08% | 00.0% | Unchanged |
| Kooman & Associates | 470 | $228.2K | 0.10% | +470 | New |
| Clayton Financial Group LLC | 470 | $228.2K | 0.10% | +470 | New |
| Oakworth Capital, Inc. | 471 | $228.7K | 0.02% | +4+0.9% | Added |
| New England Capital Financial Advisors LLC | 471 | $228.9K | 0.13% | −69−12.8% | Reduced |
| Etfidea, LLC | 472 | $229.2K | 0.08% | +472 | New |
| Caerus Investment Advisors, LLC | 475 | $230.7K | 0.22% | +475 | New |
| US Financial Advisors, LLC | 477 | $231.6K | 0.08% | +477 | New |
| OMNI 360 Wealth, Inc. | 478 | $232.2K | 0.19% | +478 | New |
| West Oak Capital, LLC | 480 | $233.0K | 0.10% | +105+28.0% | Added |
| ARK & TLK Investments, LLC | 480 | $233.1K | 0.09% | +480 | New |
| Global Wealth Strategies & Associates | 481 | $233.6K | 0.09% | +3+0.6% | Added |
| MorganRosel Wealth Management, LLC | 481 | $233.6K | 0.08% | +481 | New |
| Hyperion Partners, LLC | 482 | $234.1K | 0.17% | +482 | New |
| Fairhaven Wealth Management, LLC | 484 | $235.0K | 0.08% | +484 | New |
| Sentry LLC | 485 | $235.5K | 0.04% | +485 | New |
| Per Stirling Capital Management, LLC. | 486 | $235.8K | 0.04% | +486 | New |
| Private Wealth Management Group, LLC | 486 | $236.0K | 0.11% | −5−1.0% | Reduced |
| Concentric Wealth Management, LLC | 486 | $236.0K | 0.06% | +486 | New |
| Highlander Partners, L.P. | 550 | $236.7K | 0.16% | +550 | New |
| Quaker Wealth Management, LLC | 488 | $237.0K | 0.10% | +488 | New |
| Resolute Partners Group | 489 | $237.4K | 0.04% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 489 | $237.6K | 0.07% | +489 | New |
| Ahl Investment Management, Inc. | 490 | $237.9K | 0.18% | +490 | New |
| Priebe Wealth Holdings LLC | 490 | $237.9K | 0.19% | +490 | New |
| Walden Wealth Partners LLC | 467 | $238.6K | 0.14% | +467 | New |
| Wulff, Hansen & Co. | 493 | $239.4K | 0.24% | −1,457−74.7% | Reduced |
| Lifestyle Asset Management, Inc. | 493 | $239.4K | 0.14% | +493 | New |
| Tenon Financial LLC | 493 | $239.4K | 0.20% | +493 | New |
| Tiemann Investment Advisors, LLC | 495 | $240.4K | 0.11% | +495 | New |
| Defined Wealth Management, LLC | 495 | $240.4K | 0.17% | +495 | New |
| Trust Co of Virginia | 499 | $242.3K | 0.02% | +499 | New |
| CV Advisors LLC | 499 | $242.3K | 0.15% | +499 | New |
| Valley Forge Investment Consultants Inc Adv | 500 | $242.8K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 500 | $242.8K | 0.17% | 00.0% | Unchanged |
| Somerville Kurt F | 500 | $242.8K | 0.04% | +500 | New |
| Wallace Capital Management Inc. | 500 | $242.8K | 0.03% | +500 | New |
| K2 Principal Fund, L.P. | 500 | $242.8K | 0.06% | +500 | New |
| Lunt Capital Management, Inc. | 500 | $242.8K | 0.12% | +500 | New |
| GFI Investment Counsel Ltd. | 500 | $242.8K | 0.03% | +500 | New |
| Dopkins Wealth Management, LLC | 500 | $242.8K | 0.15% | +500 | New |
| Adapt Wealth Advisors, LLC | 500 | $242.8K | 0.17% | +500 | New |
| Keating Investment Counselors Inc | 500 | $243.0K | 0.08% | +500 | New |
| Paradigm Asset Management Co LLC | 501 | $243.3K | 0.06% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 501 | $243.3K | 0.09% | +501 | New |
| Red Lighthouse Investment Management, LLC | 501 | $243.4K | 0.10% | +501 | New |
| Exeter Financial, LLC | 477 | $243.7K | 0.11% | +477 | New |
| 25 LLC | 503 | $244.3K | 0.12% | +503 | New |
| Absolute Capital Management, LLC | 506 | $245.7K | 0.16% | +506 | New |
| Lake Hills Wealth Management, LLC | 507 | $246.2K | 0.22% | +507 | New |
| GR Financial Group, LLC | 508 | $246.9K | 0.06% | +508 | New |
| Sugarloaf Wealth Management, LLC | 509 | $247.2K | 0.05% | +334+190.9% | Added |
| West Wealth Group, LLC | 509 | $247.4K | 0.09% | +509 | New |
| Strid Group, LLC | 510 | $247.6K | 0.04% | −60−10.5% | Reduced |
| Tenret Co LLC | 510 | $247.6K | 0.17% | +510 | New |
| Aspire Capital Advisors LLC | 510 | $247.7K | 0.08% | +510 | New |
| Ruffer LLP | 510 | $247.7K | 0.01% | −74,008−99.3% | Reduced |
| BKM Wealth Management, LLC | 511 | $248.1K | 0.11% | 00.0% | Unchanged |
| Ballast, Inc. | 512 | $248.6K | 0.08% | −75−12.8% | Reduced |
| Southern Capital Advisors, LLC | 512 | $248.7K | 0.15% | −5,058−90.8% | Reduced |
| Pettinga Financial Advisors, LLC | 513 | $249.3K | 0.06% | +513 | New |
| Dunhill Financial, LLC | 514 | $249.4K | 0.19% | +26+5.3% | Added |
| Investment Management Associates Inc | 515 | $250.1K | 0.09% | +515 | New |
| Ironwood Financial, llc | 515 | $250.1K | 0.06% | +515 | New |
| Woodley Farra Manion Portfolio Management Inc | 516 | $250.6K | 0.01% | −72−12.2% | Reduced |
| Taylor Financial Group, Inc. | 518 | $251.5K | 0.19% | +518 | New |
| Presidio Capital Management, LLC | 518 | $251.5K | 0.18% | +518 | New |
| Abound Wealth Management | 519 | $251.9K | 0.10% | +56+12.1% | Added |
| Epic Trust Investment Advisors, LLC | 520 | $252.5K | 0.31% | +520 | New |
| Pin Oak Investment Advisors Inc | 523 | $254.0K | 0.24% | −5−0.9% | Reduced |
| Boston Mountain Money Management Inc | 524 | $254.6K | 0.17% | +524 | New |
| Pensionmark Financial Group, LLC | 526 | $255.4K | 0.04% | −1,008−65.7% | Reduced |
| Sar Wealth Management Group, LLC | 526 | $255.6K | 0.23% | +526 | New |
| Inspirion Wealth Advisors, LLC | 528 | $256.4K | 0.04% | +528 | New |
| Derbend Asset Management | 530 | $257.2K | 0.13% | +530 | New |
| Marble Harbor Investment Counsel, LLC | 530 | $257.4K | 0.03% | +530 | New |
| Schneider Downs Wealth Management Advisors, LP | 530 | $257.4K | 0.06% | +530 | New |
| Napa Wealth Management | 533 | $258.8K | 0.14% | −133−20.0% | Reduced |
| Umpqua Bank | 533 | $258.8K | 0.11% | +533 | New |
| Aufman Associates Inc | 533 | $258.8K | 0.18% | +533 | New |
| Parker Investment Management, LLC | 536 | $260.3K | 0.05% | +536 | New |
| PACK Private Wealth, LLC | 540 | $262.2K | 0.16% | +540 | New |
| Cornerstone Planning Group LLC | 582 | $262.6K | 0.08% | +47+8.8% | Added |
| Costello Asset Management, INC | 542 | $263.2K | 0.19% | +23+4.4% | Added |
| Baron Wealth Management LLC | 542 | $263.2K | 0.14% | −588−52.0% | Reduced |
| Oracle Alpha Inc. | 545 | $264.6K | 0.47% | −699−56.2% | Reduced |
| Newton One Investments LLC | 546 | $264.9K | 0.12% | +1+0.2% | Added |
| Applied Capital LLC | 546 | $265.1K | 0.16% | +546 | New |
| Accel Wealth Management | 547 | $265.7K | 0.11% | +547 | New |
