| Beaumont Financial Partners, LLC | 669 | $707.0K | 0.05% | −1−0.1% | Reduced |
| Essex Private Wealth Management, LLC | 669 | $707.0K | 0.60% | +82+14.0% | Added |
| Dearborn Partners LLC | 670 | $708.0K | 0.03% | +7+1.1% | Added |
| Koss-Olinger Consulting, LLC | 671 | $709.0K | 0.11% | −7,981−92.2% | Reduced |
| Retirement Group, LLC | 671 | $709.0K | 0.31% | +81+13.7% | Added |
| Summit X, LLC | 674 | $712.0K | 0.17% | +44+7.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 674 | $712.0K | 0.23% | +154+29.6% | Added |
| Ritter Daniher Financial Advisory, LLC | 675 | $713.0K | 0.48% | +145+27.4% | Added |
| Farmers & Merchants Investments Inc | 675 | $713.0K | 0.03% | +199+41.8% | Added |
| Gilbert & Cook, Inc. | 675 | $713.0K | 0.11% | +675 | New |
| Baron Silver Stevens Financial Advisors, LLC | 677 | $715.0K | 0.17% | +84+14.2% | Added |
| PBMares Wealth Management LLC | 679 | $718.0K | 0.30% | −2−0.3% | Reduced |
| Bell Investment Advisors, Inc | 680 | $719.0K | 0.20% | +44+6.9% | Added |
| Marshall Financial Group LLC | 681 | $720.0K | 0.27% | +42+6.6% | Added |
| Flynn Zito Capital Management, LLC | 684 | $722.0K | 0.61% | +684 | New |
| Weaver Consulting Group | 684 | $723.0K | 0.35% | +58+9.3% | Added |
| Financial Advisors Network, Inc. | 686 | $725.0K | 0.16% | +4+0.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 687 | $726.0K | 0.48% | +87+14.5% | Added |
| Beach Investment Counsel Inc | 688 | $727.0K | 0.10% | −107−13.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 688 | $727.0K | 0.27% | +27+4.1% | Added |
| Aurora Private Wealth, Inc. | 690 | $729.0K | 0.32% | −495−41.8% | Reduced |
| Burns J W & Co Inc | 690 | $729.0K | 0.11% | +83+13.7% | Added |
| Monte Financial Group, LLC | 690 | $729.0K | 0.38% | +690 | New |
| Jeppson Wealth Management, LLC | 691 | $730.0K | 0.35% | −8−1.1% | Reduced |
| Northstar Group, Inc. | 692 | $731.0K | 0.17% | −177−20.4% | Reduced |
| Capital Financial Planning, LLC | 694 | $733.0K | 0.25% | +225+48.0% | Added |
| KRS Capital Management, LLC | 695 | $734.0K | 0.63% | +695 | New |
| Altus Wealth Management, LLC | 698 | $738.0K | 0.44% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 698 | $738.0K | 0.03% | +33+5.0% | Added |
| Caldwell Trust Co | 699 | $738.7K | 0.08% | +20+2.9% | Added |
| HBC Financial Services, PLLC | 700 | $739.0K | 0.48% | 00.0% | Unchanged |
| Kidder Stephen W | 700 | $740.0K | 0.22% | −100−12.5% | Reduced |
| Corundum Group, Inc. | 700 | $740.0K | 0.48% | +55+8.5% | Added |
| Lyon Street Capital, LLC | 700 | $740.0K | 0.74% | +700 | New |
| Essex Savings Bank | 701 | $741.0K | 0.25% | −1−0.1% | Reduced |
| Naples Global Advisors, LLC | 702 | $742.0K | 0.09% | +280+66.4% | Added |
| Alhambra Investment Partners LLC | 703 | $743.0K | 0.52% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 704 | $744.0K | 0.53% | +704 | New |
| Annapolis Financial Services, LLC | 705 | $745.0K | 0.23% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 706 | $746.0K | 0.06% | +89+14.4% | Added |
| Capital Analysts, LLC | 707 | $747.0K | 0.05% | −113−13.8% | Reduced |
| Sand Hill Global Advisors, LLC | 708 | $748.0K | 0.04% | −62−8.1% | Reduced |
| Navalign, LLC | 710 | $750.0K | 0.30% | −146−17.1% | Reduced |
| Planning Center, Inc. | 830 | $752.0K | 0.60% | +830 | New |
| Allegheny Financial Group LTD | 713 | $753.0K | 0.30% | −15−2.1% | Reduced |
| Pallas Capital Advisors LLC | 801 | $756.0K | 0.09% | −91−10.2% | Reduced |
| Johnson Bixby & Associates, LLC | 717 | $758.0K | 0.20% | 00.0% | Unchanged |
| Equitable Trust Co | 717 | $758.0K | 0.05% | +4+0.6% | Added |
| Burton Enright Welch | 718 | $759.1K | 0.51% | +718 | New |
| Lynch & Associates | 720 | $761.0K | 0.18% | −318−30.6% | Reduced |
| Leavell Investment Management, Inc. | 720 | $761.0K | 0.05% | −128−15.1% | Reduced |
| Apella Capital, LLC | 720 | $761.0K | 0.10% | +40+5.9% | Added |
| Beacon Investment Advisory Services, Inc. | 720 | $761.0K | 0.03% | +111+18.2% | Added |
| Horst & Graben Wealth Management LLC | 722 | $763.0K | 0.19% | −131−15.4% | Reduced |
| New Jersey Better Educational Savings Trust | 725 | $766.0K | 1.70% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 725 | $766.0K | 0.09% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 725 | $766.0K | 0.56% | +725 | New |
| CWA Asset Management Group, LLC | 727 | $768.0K | 0.06% | −9−1.2% | Reduced |
| Advance Capital Management, Inc. | 728 | $769.0K | 0.16% | +728 | New |
| Holloway Wealth Management, LLC | – | $771.0K | 0.22% | – | – |
| Bluesphere Advisors, LLC | 731 | $773.0K | 0.64% | +287+64.6% | Added |
| Vishria Bird Financial Group, LLC | 743 | $774.0K | 0.36% | +202+37.3% | Added |
| S.C. Financial Services, Inc. | 750 | $774.0K | 0.89% | +750 | New |
| Stonebridge Capital Advisors LLC | 733 | $775.0K | 0.09% | −73−9.1% | Reduced |
| Lee Danner & Bass Inc | 733 | $775.0K | 0.07% | −2−0.3% | Reduced |
| United Capital Management of KS, Inc. | 734 | $776.0K | 0.29% | −84−10.3% | Reduced |
| Meridian Wealth Partners, LLC | 734 | $776.0K | 0.16% | −69−8.6% | Reduced |
| Aviance Capital Partners, LLC | 734 | $776.0K | 0.13% | −32−4.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 734 | $776.0K | 0.65% | +734 | New |
| Terry L. Blaker | 735 | $777.0K | 0.06% | −150−16.9% | Reduced |
| Edgewood Management LLC | 735 | $777.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 736 | $778.0K | 0.40% | +736 | New |
| Soundmark Wealth Management, LLC | 740 | $782.0K | 0.53% | −784−51.4% | Reduced |
| Cornerstone Capital, Inc. | 740 | $782.0K | 0.08% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 740 | $782.0K | 0.29% | 00.0% | Unchanged |
| Arvest Trust Co N A | 740 | $782.0K | 0.04% | +740 | New |
| Papp L Roy & Associates | 741 | $783.0K | 0.09% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 742 | $784.0K | 0.57% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 743 | $785.0K | 0.13% | −5−0.7% | Reduced |
| Trilogy Capital Inc. | 744 | $786.0K | 0.06% | +52+7.5% | Added |
| Red Door Wealth Management, LLC | 746 | $788.0K | 0.26% | −136−15.4% | Reduced |
| King Luther Capital Management Corp | 746 | $788.0K | 0.00% | +121+19.4% | Added |
| Index Fund Advisors, Inc. | 746 | $788.0K | 0.06% | +746 | New |
| Obermeyer Wood Investment Counsel, LLLP | 747 | $789.0K | 0.04% | −807−51.9% | Reduced |
| Beaton Management Co. Inc. | 748 | $790.0K | 0.47% | −25−3.2% | Reduced |
| Seven Post Investment Office LP | 750 | $793.0K | 0.21% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 750 | $793.0K | 0.07% | +9+1.2% | Added |
| Investmark Advisory Group LLC | 752 | $794.0K | 0.74% | +752 | New |
| Safeguard Investment Advisory Group, LLC | 754 | $796.0K | 0.46% | +187+33.0% | Added |
| Evolution Wealth Advisors, LLC | 754 | $797.0K | 0.14% | −79−9.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 754 | $797.0K | 0.14% | +16+2.2% | Added |
| Beaird Harris Wealth Management, LLC | 754 | $797.0K | 0.29% | +754 | New |
| Investment Advisory Group, LLC | 881 | $797.0K | 0.51% | +881 | New |
| Roof Eidam & Maycock | 755 | $798.0K | 0.27% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 755 | $798.0K | 0.57% | +2+0.3% | Added |
| American Money Management, LLC | 755 | $798.0K | 0.21% | +10+1.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 755 | $798.0K | 0.19% | +30+4.1% | Added |
| Indiana Trust & Investment Management CO | 755 | $798.0K | 0.37% | +65+9.4% | Added |
| Pitti Group Wealth Management, LLC | 762 | $805.0K | 0.90% | +762 | New |
| Aveo Capital Partners, LLC | 763 | $806.0K | 0.15% | −231−23.2% | Reduced |
