| MidWestOne Financial Group, Inc. | 794 | $220.5K | 0.05% | +794 | New |
| ISAM Funds (UK) Ltd | 796 | $221.1K | 0.28% | +796 | New |
| Mascoma Wealth Management LLC | 797 | $221.2K | 0.06% | −2−0.3% | Reduced |
| Somerset Trust Co | 797 | $221.4K | 0.10% | +797 | New |
| MBA Advisors LLC | 797 | $221.4K | 0.14% | +797 | New |
| Aspire Private Capital, LLC | 797 | $221.4K | 0.07% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 800 | $222.2K | 0.14% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 812 | $222.3K | 0.10% | −45−5.3% | Reduced |
| REDW Wealth LLC | 801 | $222.5K | 0.07% | +801 | New |
| Triad Financial Advisors, Inc. | 802 | $222.8K | 0.10% | +802 | New |
| Caliber Wealth Management, LLC | 804 | $223.3K | 0.17% | +804 | New |
| Missouri Trust & Investment Co | 805 | $223.6K | 0.14% | −25−3.0% | Reduced |
| Ameraudi Asset Management, Inc. | 805 | $223.6K | 0.10% | +805 | New |
| Retirement Income Solutions, Inc | 806 | $223.9K | 0.07% | +806 | New |
| MB, Levis & Associates, LLC | 809 | $224.7K | 0.16% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 809 | $225.0K | 0.13% | +809 | New |
| Highview Capital Management LLC | 812 | $225.5K | 0.13% | +812 | New |
| Laird Norton Trust Company, LLC | 813 | $225.6K | 0.03% | +813 | New |
| WBH Advisory Inc | 813 | $225.8K | 0.03% | +813 | New |
| Wescott Financial Advisory Group, LLC | 813 | $225.8K | 0.05% | +813 | New |
| Pasadena Private Wealth, LLC | 815 | $226.4K | 0.07% | +815 | New |
| MKT Advisors LLC | 843 | $226.6K | 0.17% | +843 | New |
| Seelaus Asset Management LLC | 820 | $227.0K | 0.17% | +820 | New |
| Greenwood Gearhart Inc | 820 | $227.8K | 0.03% | +820 | New |
| McKinley Carter Wealth Services, Inc. | 820 | $227.8K | 0.02% | +820 | New |
| Beacon Financial Planning, Inc | 824 | $228.8K | 0.21% | +824 | New |
| Banco de Sabadell, S.A | 835 | $229.0K | 0.19% | +265+46.5% | Added |
| Pinkerton Retirement Specialists, LLC | 825 | $229.2K | 0.04% | +825 | New |
| Hutchens & Kramer Investment Management Group, LLC | 826 | $229.4K | 0.20% | −618−42.8% | Reduced |
| Crestmont Private Wealth LLC | 838 | $232.7K | 0.15% | +838 | New |
| Moss Adams Wealth Advisors LLC | 838 | $232.8K | 0.08% | +838 | New |
| Wendell David Associates Inc | 839 | $233.0K | 0.03% | +839 | New |
| Operose Advisors LLC | 840 | $233.3K | 0.12% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 842 | $233.9K | 0.19% | +842 | New |
| Marino, Stram & Associates LLC | 843 | $234.3K | 0.07% | +843 | New |
| Capstone Wealth Management Group, LLC | 845 | $234.8K | 0.26% | −870−50.7% | Reduced |
| Empirical Asset Management, LLC | 847 | $235.1K | 0.22% | +847 | New |
| J.Safra Asset Management Corp | 848 | $235.5K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 849 | $235.9K | 0.02% | +849 | New |
| Abound Wealth Management | 849 | $236.0K | 0.11% | +312+58.1% | Added |
| Campbell Wealth Management | 851 | $236.0K | 0.03% | +851 | New |
| Evermay Wealth Management LLC | 851 | $236.5K | 0.05% | −47−5.2% | Reduced |
| Ruggaard & Associates LLC | 853 | $236.9K | 0.15% | +853 | New |
| Cardinal Strategic Wealth Guidance | 854 | $237.2K | 0.11% | +854 | New |
| Towercrest Capital Management | 855 | $237.6K | 0.05% | +855 | New |
| PCA Investment Advisory Services Inc. | 856 | $237.9K | 0.17% | +856 | New |
| Gray Wealth Management Inc. | 857 | $238.0K | 0.13% | +857 | New |
| Capital Performance Advisors LLP | 858 | $238.3K | 0.13% | +858 | New |
| Arbor Investment Advisors, LLC | 864 | $240.0K | 0.04% | +864 | New |
| PCG Wealth Advisors, LLC | 865 | $240.5K | 0.15% | +865 | New |
| Amarillo National Bank | 866 | $240.5K | 0.05% | +866 | New |
| TLWM | 869 | $241.4K | 0.08% | +869 | New |
| Tandem Capital Management Corp | 870 | $241.7K | 0.17% | +870 | New |
| Shakespeare Wealth Management, Inc. | 871 | $241.9K | 0.09% | +871 | New |
| TAP Consulting, LLC | 873 | $242.5K | 0.06% | +873 | New |
| Twin Lakes Capital Management, LLC | 873 | $242.5K | 0.18% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 874 | $242.8K | 0.08% | +874 | New |
| Peloton Wealth Strategists | 880 | $244.0K | 0.11% | +880 | New |
| Total Investment Management Inc | 881 | $244.8K | 0.05% | +881 | New |
| Worth Asset Management, LLC | 882 | $245.0K | 0.19% | +168+23.5% | Added |
| Abacus Wealth Partners, LLC | 856 | $245.6K | 0.08% | +856 | New |
| Black Diamond Financial, LLC | 888 | $246.7K | 0.08% | +888 | New |
| Blossom Wealth Management | 889 | $246.9K | 1.00% | +889 | New |
| FWL Investment Management, LLC | 890 | $247.2K | 0.18% | −175−16.4% | Reduced |
| Covestor Ltd | 894 | $248.0K | 0.22% | −587−39.6% | Reduced |
| Pointe Capital Management LLC | 895 | $248.6K | 0.18% | +895 | New |
| Planning Directions Inc | 896 | $249.0K | 0.19% | +896 | New |
| Sterling Investment Advisors LLC | 897 | $249.2K | 0.16% | +897 | New |
| Deltec Asset Management LLC | 900 | $250.0K | 0.06% | −10,720−92.3% | Reduced |
| Professional Advisory Services Inc | 900 | $250.0K | 0.04% | +900 | New |
| Brookmont Capital Management | 901 | $250.3K | 0.16% | +901 | New |
| FOCUS Wealth Advisors, LLC | 901 | $250.3K | 0.16% | +901 | New |
| Atticus Wealth Management, LLC | 906 | $251.5K | 0.10% | −313−25.7% | Reduced |
| IAM Advisory, LLC | 906 | $251.6K | 0.09% | +906 | New |
| Stonebridge Financial Planning Group, LLC | 909 | $252.5K | 0.16% | +909 | New |
| Paulson Wealth Management Inc. | 910 | $252.8K | 0.11% | +910 | New |
| Guardian Financial Partners, LLC | 912 | $253.3K | 0.25% | +912 | New |
| Von Berge Wealth Management Group, LLC | 906 | $253.4K | 0.23% | +906 | New |
| Dark Forest Capital Management LP | 917 | $254.7K | 0.06% | +917 | New |
| Stephens Investment Management Group LLC | 918 | $255.0K | 0.00% | +82+9.8% | Added |
| Rodgers Brothers Inc. | 918 | $255.0K | 0.05% | +918 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 919 | $255.4K | 0.18% | +919 | New |
| Diversified Portfolios, Inc. | 920 | $255.5K | 0.06% | +920 | New |
| Aberdeen Wealth Management LLC | 920 | $255.5K | 0.19% | +920 | New |
| Horizon Wealth Management, LLC | 923 | $256.5K | 0.19% | −594−39.2% | Reduced |
| TD Capital Management LLC | 924 | $256.7K | 0.03% | 00.0% | Unchanged |
| Smart Money Group LLC | 926 | $256.9K | 0.13% | +926 | New |
| Green Harvest Asset Management LLC | 925 | $256.9K | 0.01% | +925 | New |
| FSA Wealth Management LLC | 927 | $257.5K | 0.15% | +927 | New |
| New World Advisors LLC | 928 | $257.8K | 0.10% | +928 | New |
| Ewa, LLC | 910 | $258.0K | 0.19% | +910 | New |
| Carson Advisory Inc. | 929 | $258.0K | 0.23% | −540−36.8% | Reduced |
| Highland Financial Advisors, LLC | 932 | $259.0K | 0.14% | −800−46.2% | Reduced |
| High Falls Advisors, Inc | 933 | $259.2K | 0.08% | +933 | New |
| Buffington Mohr McNeal | 935 | $259.7K | 0.06% | +935 | New |
| Augustine Asset Management Inc | 937 | $260.3K | 0.13% | +937 | New |
| Ironwood Investment Counsel, LLC | 937 | $260.5K | 0.06% | +937 | New |
| Madison Wealth Management | 938 | $260.5K | 0.06% | +938 | New |
| Ridgewood Investments LLC | 939 | $260.8K | 0.16% | −700−42.7% | Reduced |
| HC Advisors, LLC | 939 | $260.9K | 0.16% | +939 | New |
