| Tower View Investment Management & Research LLC | 526 | $158.0K | 0.10% | +1+0.2% | Added |
| Johnson Financial Group, Inc. | 540 | $162.1K | 0.01% | +12+2.3% | Added |
| ICA Group Wealth Management, LLC | 545 | $163.2K | 0.04% | +545 | New |
| Birchbrook, Inc. | 550 | $164.7K | 0.11% | +550 | New |
| PrairieView Partners, LLC | 566 | $169.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 583 | $174.5K | 0.08% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 643 | $175.7K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 596 | $178.5K | 0.04% | +596 | New |
| Turtle Creek Wealth Advisors, LLC | 596 | $178.5K | 0.05% | +596 | New |
| Sunbelt Securities, Inc. | 597 | $178.9K | 0.02% | −65−9.8% | Reduced |
| Bell Investment Advisors, Inc | 612 | $183.3K | 0.04% | +45+7.9% | Added |
| Rosenberg Matthew Hamilton | 613 | $183.6K | 0.06% | +2+0.3% | Added |
| Focused Wealth Management, Inc | 621 | $185.9K | 0.03% | 00.0% | Unchanged |
| RE Advisers Corp | 624 | $186.9K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 626 | $187.5K | 0.08% | +5+0.8% | Added |
| Heartwood Wealth Advisors LLC | 668 | $200.0K | 0.03% | +668 | New |
| Orleans Capital Management Corp | 670 | $200.6K | 0.13% | +670 | New |
| Optas, LLC | 670 | $200.6K | 0.06% | +670 | New |
| CRA Financial Services, LLC | 672 | $201.2K | 0.05% | +672 | New |
| Advus Financial Partners, LLC | 674 | $201.8K | 0.07% | −256−27.5% | Reduced |
| SJS Investment Consulting Inc. | 675 | $202.1K | 0.05% | +2+0.3% | Added |
| German American Bancorp, Inc. | 676 | $202.4K | 0.03% | +676 | New |
| Liberty Wealth Management LLC | 679 | $203.0K | 0.04% | +679 | New |
| CoreFirst Bank & Trust | 680 | $203.6K | 0.14% | 00.0% | Unchanged |
| Gibson Capital, LLC | 681 | $203.9K | 0.05% | +6+0.9% | Added |
| Red Door Wealth Management, LLC | 681 | $203.9K | 0.04% | +681 | New |
| Shepherd Financial Partners LLC | 684 | $204.8K | 0.03% | +684 | New |
| McDonald Partners LLC | 685 | $205.0K | 0.06% | +685 | New |
| Consolidated Planning Corp | 685 | $205.2K | 0.04% | +685 | New |
| Pin Oak Investment Advisors Inc | 690 | $207.0K | 0.21% | 00.0% | Unchanged |
| White Pine Investment CO | 690 | $207.0K | 0.07% | +690 | New |
| Patriot Financial Group Insurance Agency, LLC | 692 | $207.4K | 0.04% | −128−15.6% | Reduced |
| Traveka Wealth, LLC | 695 | $208.1K | 0.10% | +695 | New |
| Clarus Wealth Advisors | 662 | $208.3K | 0.12% | +662 | New |
| Capital City Trust Co | 697 | $208.7K | 0.06% | +697 | New |
| Provence Wealth Management Group | 700 | $209.6K | 0.11% | −41−5.5% | Reduced |
| MidWestOne Financial Group, Inc. | 700 | $209.6K | 0.04% | +700 | New |
| Northwest Wealth Management, LLC | 700 | $209.6K | 0.06% | +700 | New |
| Blue Investment Partners LLC | 700 | $209.6K | 0.14% | +700 | New |
| Meeder Asset Management Inc | 701 | $209.9K | 0.02% | +701 | New |
| JFS Wealth Advisors, LLC | 702 | $210.1K | 0.02% | −35−4.7% | Reduced |
| AIA Group Ltd | 705 | $211.1K | 0.01% | −450−39.0% | Reduced |
| Delap Wealth Advisory, LLC | 706 | $211.5K | 0.10% | +706 | New |
| CM Wealth Advisors LLC | 708 | $212.6K | 0.09% | −132−15.7% | Reduced |
| Sharkey, Howes & Javer | 710 | $212.6K | 0.04% | +710 | New |
| Quintet Private Bank (Europe) S.A. | 715 | $214.1K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 719 | $215.3K | 0.03% | −35−4.6% | Reduced |
| Arvest Trust Co N A | 720 | $215.6K | 0.01% | +720 | New |
| McAdam, LLC | 724 | $216.7K | 0.02% | +724 | New |
| Northstar Advisory Group, LLC | 724 | $216.8K | 0.13% | −702−49.2% | Reduced |
| Independent Wealth Network Inc. | 725 | $217.1K | 0.11% | +725 | New |
| Phillips Wealth Planners LLC | 690 | $217.2K | 0.26% | +690 | New |
| Arkadios Wealth Advisors | 729 | $218.2K | 0.02% | −317−30.3% | Reduced |
| Grant Street Asset Management, Inc. | 730 | $218.6K | 0.08% | −9−1.2% | Reduced |
| Simmons Bank | 733 | $219.5K | 0.02% | +733 | New |
| Exchange Capital Management, Inc. | 734 | $219.8K | 0.04% | −150−17.0% | Reduced |
| Tradition Wealth Management, LLC | 736 | $220.0K | 0.02% | +58+8.6% | Added |
| Wedge Capital Management L L P | 736 | $220.4K | 0.00% | −44−5.6% | Reduced |
| Guardian Wealth Advisors, LLC | 737 | $220.7K | 0.03% | −76−9.3% | Reduced |
| Sargent Investment Group, LLC | 738 | $221.0K | 0.05% | 00.0% | Unchanged |
| Alerus Financial NA | 738 | $221.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 742 | $222.1K | 0.01% | +742 | New |
| Cranbrook Wealth Management, LLC | 746 | $223.3K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 747 | $223.8K | 0.01% | −10−1.3% | Reduced |
| Wealth Architects, LLC | 749 | $224.3K | 0.03% | +749 | New |
| Catalina Capital Group, LLC | 749 | $224.3K | 0.17% | +749 | New |
| Advanced Asset Management Advisors Inc | 750 | $224.6K | 0.05% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 750 | $225.2K | 0.05% | 00.0% | Unchanged |
| Auxier Asset Management | 755 | $226.1K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 756 | $226.4K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 758 | $227.0K | 0.04% | +758 | New |
| Wintrust Investments LLC | 758 | $227.0K | 0.02% | +758 | New |
| EverSource Wealth Advisors, LLC | 760 | $227.7K | 0.02% | −22−2.8% | Reduced |
| Palisade Capital Management LLC | 762 | $228.2K | 0.01% | +762 | New |
| PBMares Wealth Management LLC | 764 | $228.7K | 0.07% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 764 | $228.8K | 0.04% | −105−12.1% | Reduced |
| Chemung Canal Trust Co | 766 | $229.4K | 0.05% | −592−43.6% | Reduced |
| Vista Wealth Management Group, LLC | 767 | $229.7K | 0.02% | +767 | New |
| Coastal Investment Advisors, Inc. | 767 | $229.7K | 0.05% | −6−0.8% | Reduced |
| Renasant Bank | 768 | $230.0K | 0.18% | 00.0% | Unchanged |
| Advisor Resource Council | 772 | $231.3K | 0.03% | +772 | New |
| Marcum Wealth, LLC | 774 | $231.8K | 0.02% | +14+1.8% | Added |
| Birmingham Capital Management Co Inc | 775 | $232.1K | 0.09% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 777 | $232.7K | 0.11% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 779 | $233.0K | 0.01% | −25−3.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 781 | $233.0K | 0.02% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 779 | $233.3K | 0.05% | +779 | New |
| 17 Capital Partners, LLC | 780 | $233.6K | 0.21% | +780 | New |
| TRUE Private Wealth Advisors | 780 | $233.6K | 0.03% | +11+1.4% | Added |
| Lord, Abbett & Co. LLC | 782 | $234.0K | 0.00% | −7−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 780 | $234.0K | 0.06% | +780 | New |
| Kendall Capital Management | 782 | $234.2K | 0.09% | −20−2.5% | Reduced |
| Affinity Capital Advisors, LLC | 795 | $238.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 798 | $239.0K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 799 | $239.3K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 800 | $239.6K | 0.03% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 800 | $239.6K | 0.08% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 800 | $239.6K | 0.17% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 800 | $239.8K | 0.01% | +800 | New |
| Janney Capital Management LLC | 800 | $240.0K | 0.02% | −350−30.4% | Reduced |
