| First Dallas Securities Inc. | 600 | $292.0K | 0.15% | +600 | New |
| ROI Financial Advisors, LLC | 600 | $292.0K | 0.24% | +600 | New |
| Cypress Wealth Services, LLC | 600 | $292.1K | 0.07% | −72−10.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 600 | $292.1K | 0.17% | −14−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 600 | $292.1K | 0.06% | −4−0.7% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $292.1K | 0.08% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 600 | $292.1K | 0.09% | 00.0% | Unchanged |
| Spirit of America Management Corp | 600 | $292.1K | 0.06% | +300+100.0% | Added |
| Northwest Bank & Trust Co | 600 | $292.1K | 0.26% | +600 | New |
| M&R Capital Management Inc | 601 | $292.6K | 0.07% | +73+13.8% | Added |
| Ballast Advisors LLC | 602 | $293.1K | 0.11% | −15−2.4% | Reduced |
| Thrive Capital Management, LLC | 602 | $293.1K | 0.16% | +602 | New |
| Benchmark Investment Advisors LLC | 605 | $294.6K | 0.27% | +47+8.4% | Added |
| TruWealth Advisors, LLC | 606 | $294.9K | 0.02% | +1+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 606 | $295.0K | 0.02% | −238−28.2% | Reduced |
| Asset Management Resources, LLC | 606 | $295.0K | 0.17% | −114−15.8% | Reduced |
| Waller Financial Planning Group, Inc | 607 | $295.5K | 0.08% | +607 | New |
| 626 Financial, LLC | 609 | $296.5K | 0.20% | 00.0% | Unchanged |
| Spectrum Strategic Capital Management, LLC | 611 | $297.5K | 0.26% | +611 | New |
| Ruane, Cunniff & Goldfarb L.P. | 615 | $299.4K | 0.00% | −593−49.1% | Reduced |
| Clear Creek Financial Management, LLC | 615 | $299.4K | 0.05% | +9+1.5% | Added |
| Bahl & Gaynor Inc | 619 | $301.4K | 0.00% | −30−4.6% | Reduced |
| Vista Investment Management | 620 | $301.9K | 0.14% | +620 | New |
| Farmers & Merchants Trust Co of Long Beach | 621 | $302.4K | 0.08% | −100−13.9% | Reduced |
| Intrua Financial, LLC | 624 | $303.8K | 0.05% | +21+3.5% | Added |
| Raub Brock Capital Management LP | 624 | $303.8K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 628 | $305.8K | 0.03% | −6−0.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 546 | $306.9K | 0.23% | +6+1.1% | Added |
| Sunpointe, LLC | 631 | $307.2K | 0.39% | +631 | New |
| C2C Wealth Management, LLC | 627 | $307.6K | 0.26% | −20−3.1% | Reduced |
| Biltmore Family Office, LLC | 633 | $308.2K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 633 | $308.2K | 0.19% | +6+1.0% | Added |
| Merriman Wealth Management, LLC | 633 | $308.2K | 0.01% | +2+0.3% | Added |
| HHM Wealth Advisors, LLC | 634 | $308.7K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 634 | $308.7K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 638 | $310.6K | 0.04% | +638 | New |
| Northside Capital Management, LLC | 640 | $311.6K | 0.10% | −25−3.8% | Reduced |
| Pacific Sun Financial Corp | 642 | $312.6K | 0.20% | −2−0.3% | Reduced |
| Aspire Wealth Management Corp | 644 | $313.6K | 0.21% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 645 | $314.0K | 0.16% | −227−26.0% | Reduced |
| Austin Private Wealth, LLC | 646 | $314.5K | 0.04% | +58+9.9% | Added |
| Kolinsky Wealth Management, LLC | 646 | $314.5K | 0.28% | +646 | New |
| Highline Wealth Partners LLC | 647 | $315.0K | 0.15% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 647 | $318.5K | 0.07% | −58−8.2% | Reduced |
| Horan Capital Advisors, LLC. | 660 | $321.3K | 0.12% | +25+3.9% | Added |
| Fulton Breakefield Broenniman LLC | 664 | $323.0K | 0.03% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 673 | $323.3K | 0.20% | −100−12.9% | Reduced |
| Aveo Capital Partners, LLC | 667 | $324.7K | 0.04% | +43+6.9% | Added |
| Clark Asset Management, LLC | 667 | $324.7K | 0.12% | +72+12.1% | Added |
| Waters Parkerson & Co., LLC | 668 | $325.0K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 669 | $325.7K | 0.09% | +669 | New |
| Girard Partners Ltd. | 671 | $326.7K | 0.03% | −73−9.8% | Reduced |
| Sheets Smith Wealth Management | 671 | $326.7K | 0.05% | +671 | New |
| River Wealth Advisors LLC | 672 | $327.2K | 0.05% | +120+21.7% | Added |
| Mayport, LLC | 673 | $327.7K | 0.15% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 675 | $328.6K | 0.26% | 00.0% | Unchanged |
| Hartline Investment Corp | 681 | $331.6K | 0.05% | +36+5.6% | Added |
| Wayfinding Financial, LLC | 685 | $333.0K | 0.23% | +76+12.5% | Added |
| Newbridge Financial Services Group, Inc. | 684 | $333.0K | 0.16% | −472−40.8% | Reduced |
| Platform Technology Partners | 597 | $333.0K | 0.13% | −158−20.9% | Reduced |
| Ronald Blue Trust, Inc. | 882 | $334.0K | 0.01% | +142+19.2% | Added |
| JJJ Advisors Inc. | 686 | $334.0K | 0.08% | +120+21.2% | Added |
| Advus Financial Partners, LLC | 687 | $334.5K | 0.11% | +66+10.6% | Added |
| Ackerman Capital Advisors, LLC | 689 | $335.5K | 0.09% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 690 | $335.9K | 0.01% | +690 | New |
| Mosaic Family Wealth Partners, LLC | 692 | $336.9K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 692 | $336.9K | 0.03% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 694 | $337.9K | 0.05% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 697 | $339.4K | 0.03% | +697 | New |
| Roberts Glore & Co Inc | 700 | $340.8K | 0.11% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 700 | $340.8K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 701 | $341.3K | 0.06% | +165+30.8% | Added |
| Parnassus Investments | 702 | $341.8K | 0.00% | +702 | New |
| Embree Financial Group | 702 | $341.8K | 0.07% | +702 | New |
| First Trust Investment Solutions L.P. | 703 | $342.3K | 0.07% | +703 | New |
| Summit X, LLC | 703 | $342.6K | 0.10% | +53+8.2% | Added |
| Kure Advisory, LLC | 709 | $345.2K | 0.18% | +2+0.3% | Added |
| TD Capital Management LLC | 714 | $347.6K | 0.04% | 00.0% | Unchanged |
| Tufton Capital Management | 716 | $348.6K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 719 | $350.0K | 0.08% | +719 | New |
| Duncker Streett & Co Inc | 719 | $350.1K | 0.07% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 723 | $352.0K | 0.05% | −124−14.6% | Reduced |
| Biltmore Wealth Management, LLC | 723 | $352.0K | 0.17% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 723 | $352.0K | 0.27% | +1+0.1% | Added |
| 1858 Wealth Management, LLC | 723 | $352.0K | 0.33% | +723 | New |
| Carlson Capital Management | 724 | $352.5K | 0.02% | −26−3.5% | Reduced |
| Journey Advisory Group, LLC | 724 | $352.5K | 0.05% | 00.0% | Unchanged |
| BCS Wealth Management | 726 | $353.0K | 0.13% | −3−0.4% | Reduced |
| Pegasus Partners Ltd. | 726 | $353.5K | 0.04% | +726 | New |
| Annex Advisory Services, LLC | 726 | $353.8K | 0.01% | +52+7.7% | Added |
| Magnolia Capital Advisors LLC | 630 | $354.6K | 0.26% | +630 | New |
| Portfolio Design Labs, LLC | 733 | $356.9K | 0.14% | +733 | New |
| Concentric Wealth Management, LLC | 734 | $357.4K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 737 | $358.8K | 0.07% | +647+718.9% | Added |
| Greenwich Wealth Management LLC | 737 | $359.0K | 0.04% | +55+8.1% | Added |
| Purus Wealth Management, LLC | 738 | $359.2K | 0.21% | −40−5.1% | Reduced |
| New Capital Management LP | 738 | $359.3K | 0.11% | +738 | New |
| Aire Advisors, LLC | 740 | $360.3K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 740 | $360.3K | 0.20% | +15+2.1% | Added |
| Saxony Capital Management, LLC | 740 | $360.3K | 0.48% | +740 | New |