| Syntax Research, Inc. | 175 | $106.3K | 0.08% | 00.0% | Unchanged |
| Concord Wealth Partners | 179 | $108.7K | 0.02% | +1+0.6% | Added |
| Blue Chip Partners, Inc. | 180 | $109.3K | 0.01% | +180 | New |
| Caitlin John, LLC | 181 | $109.9K | 0.08% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 181 | $109.9K | 0.03% | +5+2.8% | Added |
| Richardson Financial Services Inc. | 184 | $111.7K | 0.08% | +179+3,580.0% | Added |
| AllSquare Wealth Management LLC | 185 | $112.4K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 187 | $113.6K | 0.05% | −101−35.1% | Reduced |
| GW&K Investment Management, LLC | 187 | $114.0K | 0.00% | +4+2.2% | Added |
| Lipe & Dalton | 190 | $115.0K | 0.06% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 191 | $116.3K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 199 | $120.9K | 0.02% | −12−5.7% | Reduced |
| Natixis Investment Managers International | 200 | $121.5K | 0.01% | −61−23.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 201 | $122.1K | 0.01% | −113−36.0% | Reduced |
| Fairway Wealth LLC | 202 | $122.7K | 0.08% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 202 | $122.7K | 0.07% | +181+861.9% | Added |
| CKW Financial Group | 200 | $123.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 240 | $132.2K | 0.03% | +240 | New |
| DSM Capital Partners LLC | 218 | $132.4K | 0.00% | +50+29.8% | Added |
| Silicon Valley Capital Partners | 220 | $133.6K | 0.02% | +100+83.3% | Added |
| Liberty One Investment Management, LLC | 223 | $135.4K | 0.02% | +223 | New |
| First Pacific Financial | 226 | $137.3K | 0.04% | +15+7.1% | Added |
| Quarry LP | 229 | $139.1K | 0.06% | +119+108.2% | Added |
| Emerald Mutual Fund Advisers Trust | 230 | $139.7K | 0.01% | −8−3.4% | Reduced |
| Pin Oak Investment Advisors Inc | 230 | $140.0K | 0.13% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 240 | $145.8K | 0.06% | 00.0% | Unchanged |
| LGT Group Foundation | 240 | $145.8K | 0.00% | +240 | New |
| Byrne Asset Management LLC | 241 | $146.4K | 0.10% | +127+111.4% | Added |
| Versant Capital Management, Inc | 247 | $150.0K | 0.04% | +29+13.3% | Added |
| Boyd Watterson Asset Management LLC | 250 | $151.8K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 253 | $153.7K | 0.02% | +16+6.8% | Added |
| New Covenant Trust Company, N.A. | 253 | $153.7K | 0.15% | +253 | New |
| Benjamin Edwards Inc | 255 | $155.0K | 0.03% | +102+66.7% | Added |
| LifeSteps Financial, Inc. | 261 | $158.5K | 0.12% | +261 | New |
| Tyler-Stone Wealth Management | 263 | $159.7K | 0.07% | +12+4.8% | Added |
| Union Savings Bank | 265 | $160.9K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 269 | $163.4K | 0.00% | −26−8.8% | Reduced |
| REAP Financial Group, LLC | 277 | $168.4K | 0.05% | −1−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 278 | $168.8K | 0.07% | −104−27.2% | Reduced |
| Acropolis Investment Management, LLC | 281 | $170.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 282 | $171.3K | 0.04% | −1,019−78.3% | Reduced |
| Emfo, LLC | 288 | $174.9K | 0.16% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 290 | $176.0K | 0.11% | +45+18.4% | Added |
| Bell Investment Advisors, Inc | 290 | $176.1K | 0.03% | +8+2.8% | Added |
| Dogwood Wealth Management LLC | 292 | $177.4K | 0.12% | 00.0% | Unchanged |
| Riverview Trust Co | 294 | $178.6K | 0.14% | +294 | New |
| Center for Financial Planning, Inc. | 295 | $179.2K | 0.03% | −339−53.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 300 | $182.2K | 0.12% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 303 | $184.0K | 0.16% | −1−0.3% | Reduced |
| South State Corp. | 304 | $184.6K | 0.01% | +34+12.6% | Added |
| TCTC Holdings, LLC | 308 | $187.1K | 0.01% | +8+2.7% | Added |
| Pacific Center for Financial Services | 309 | $187.7K | 0.05% | +10+3.3% | Added |
| Addison Advisors LLC | 313 | $190.1K | 0.07% | +37+13.4% | Added |
| Colonial Trust Co | 322 | $195.3K | 0.04% | +14+4.5% | Added |
| Northwest Capital Management Inc | 326 | $198.0K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $200.4K | 0.08% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 330 | $200.4K | 0.10% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 330 | $200.4K | 0.09% | +330 | New |
| Goldstream Capital Management Ltd | 330 | $200.4K | 0.11% | +330 | New |
| Elevatus Welath Management | 330 | $200.4K | 0.08% | +330 | New |
| Hunter Associates Investment Management LLC | 330 | $201.0K | 0.03% | +330 | New |
| Rollins Financial Advisors, LLC | 332 | $201.6K | 0.04% | +332 | New |
| Melfa Wealth Management, LLC | 332 | $201.6K | 0.15% | +332 | New |
| Aletheian Wealth Advisors LLC | 333 | $202.2K | 0.11% | +333 | New |
| Vista Investment Partners LLC | 333 | $202.2K | 0.07% | +333 | New |
| Meridian Wealth Partners, LLC | 333 | $202.4K | 0.04% | +333 | New |
| West Paces Advisors Inc. | 334 | $202.8K | 0.05% | −37−10.0% | Reduced |
| Hartline Investment Corp | 335 | $203.5K | 0.04% | −346−50.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 335 | $203.5K | 0.04% | −137−29.0% | Reduced |
| Bellevue Asset Management, LLC | 335 | $203.5K | 0.12% | −16−4.6% | Reduced |
| Vigilare Wealth Management | 335 | $203.5K | 0.10% | +335 | New |
| Widmann Financial Services, Inc. | 335 | $203.5K | 0.17% | +335 | New |
| Pacific Global Investment Management CO | 336 | $204.1K | 0.04% | +336 | New |
| Sculati Wealth Management, LLC | 336 | $204.1K | 0.09% | +336 | New |
| Amplius Wealth Advisors, LLC | 337 | $204.7K | 0.02% | +337 | New |
| DT Investment Partners, LLC | 337 | $204.7K | 0.02% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 337 | $204.7K | 0.05% | +337 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 338 | $205.3K | 0.23% | +338 | New |
| AlphaCore Capital LLC | 338 | $205.3K | 0.05% | +338 | New |
| MV Capital Management, Inc. | 339 | $205.9K | 0.02% | +2+0.6% | Added |
| Marco Investment Management LLC | 339 | $205.9K | 0.02% | +339 | New |
| Total Clarity Wealth Management, Inc. | 339 | $205.9K | 0.07% | +339 | New |
| Scholtz & Company, LLC | 340 | $206.5K | 0.09% | −250−42.4% | Reduced |
| Maple Capital Management, Inc. | 340 | $206.5K | 0.02% | +340 | New |
| Bath Savings Trust Co | 340 | $206.5K | 0.02% | +340 | New |
| Sigma Investment Counselors Inc | 340 | $206.5K | 0.01% | +340 | New |
| Viewpoint Capital Management LLC | 380 | $207.9K | 0.13% | +380 | New |
| Eudaimonia Advisors LLC | 343 | $208.3K | 0.11% | +343 | New |
| Silvia McColl Wealth Management, LLC | 338 | $209.1K | 0.18% | +338 | New |
| Powell Investment Advisors, LLC | 345 | $209.5K | 0.11% | −90−20.7% | Reduced |
| Wellspring Financial Advisors, LLC | 345 | $209.5K | 0.03% | +345 | New |
| Green Harvest Asset Management LLC | 346 | $210.1K | 0.01% | +346 | New |
| Dupree Financial Group, LLC | 347 | $210.7K | 0.09% | −94−21.3% | Reduced |
| Ti-Trust, Inc | 347 | $210.7K | 0.15% | +347 | New |
| Mill Creek Capital Advisors, LLC | 347 | $210.7K | 0.01% | +347 | New |
| Youngs Advisory Group, Inc. | 348 | $211.4K | 0.09% | +348 | New |
| Cottage Street Advisors LLC | 349 | $212.0K | 0.13% | +349 | New |
| Brown Miller Wealth Management, LLC | 349 | $212.0K | 0.09% | +349 | New |
| Community Bank, N.A. | 350 | $212.6K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 350 | $212.6K | 0.11% | 00.0% | Unchanged |
