| Fundamentun, LLC | 291 | $308.0K | 0.05% | −187−39.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 291 | $308.0K | 0.10% | −11−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 291 | $308.0K | 0.07% | +10+3.6% | Added |
| Innova Wealth Partners | 291 | $308.0K | 0.22% | +15+5.4% | Added |
| 1st Source Bank | 292 | $309.0K | 0.02% | +292 | New |
| RTD Financial Advisors, Inc. | 292 | $309.0K | 0.04% | +292 | New |
| Josh Arnold Investment Consultant, LLC | 292 | $309.0K | 0.28% | +292 | New |
| Vise Technologies, Inc. | 294 | $311.0K | 0.08% | +294 | New |
| 5th Street Advisors, LLC | 294 | $311.0K | 0.29% | +294 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 295 | $311.8K | 0.29% | +295 | New |
| First National Bank | 295 | $312.0K | 0.27% | −133−31.1% | Reduced |
| BLB&B Advisors, LLC | 296 | $313.0K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 296 | $313.0K | 0.10% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 298 | $314.0K | 0.13% | −89−23.0% | Reduced |
| FourThought Financial, LLC | 297 | $314.0K | 0.04% | −12−3.9% | Reduced |
| NEIRG Wealth Management, LLC | 297 | $314.0K | 0.06% | +297 | New |
| Ulland Investment Advisors, LLC | 297 | $314.0K | 0.20% | +297 | New |
| Stone House Investment Management, LLC | 298 | $315.0K | 0.11% | +298 | New |
| CMG Global Holdings, LLC | 298 | $315.0K | 0.20% | +298 | New |
| Financial Partners Group, Inc | 337 | $316.0K | 0.07% | −109−24.4% | Reduced |
| RWM Asset Management, LLC | 299 | $316.0K | 0.06% | +28+10.3% | Added |
| Seaport Global Advisors, LLC | 299 | $316.0K | 0.43% | +299 | New |
| Semmax Financial Advisors Inc. | 300 | $317.0K | 0.12% | 00.0% | Unchanged |
| Q3 Asset Management | 301 | $318.0K | 0.14% | −251−45.5% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 301 | $318.0K | 0.35% | −14−4.4% | Reduced |
| Future Financial Wealth Managment LLC | 265 | $318.0K | 0.25% | +265 | New |
| Tufton Capital Management | 302 | $319.0K | 0.05% | 00.0% | Unchanged |
| JSF Financial, LLC | 305 | $322.0K | 0.16% | −45−12.9% | Reduced |
| Trust Co of Virginia | 305 | $322.0K | 0.03% | +30+10.9% | Added |
| Trevian Wealth Management LLC | 306 | $322.0K | 0.31% | +306 | New |
| Inspire Advisors, LLC | 306 | $324.0K | 0.09% | −3−1.0% | Reduced |
| Financial Advisors, LLC | 308 | $325.0K | 0.10% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 308 | $325.0K | 0.32% | +308 | New |
| Pettinga Financial Advisors, LLC | 309 | $326.0K | 0.08% | +31+11.2% | Added |
| Washington Trust Advisors, Inc. | 309 | $327.0K | 0.02% | +309 | New |
| JGP Wealth Management, LLC | 301 | $328.0K | 0.06% | −67−18.2% | Reduced |
| Marietta Wealth Management, LLC | 310 | $328.0K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 310 | $328.0K | 0.10% | 00.0% | Unchanged |
| Meyer Handelman Co | 310 | $328.0K | 0.01% | +310 | New |
| Alliance Wealth Advisors, LLC | 311 | $329.0K | 0.27% | −35−10.1% | Reduced |
| Twin Focus Capital Partners, LLC | 311 | $329.0K | 0.07% | −10−3.1% | Reduced |
| Stewart & Patten Co LLC | 312 | $330.0K | 0.05% | 00.0% | Unchanged |
| LifePro Asset Management | 312 | $330.0K | 0.10% | +12+4.0% | Added |
| Coury Firm Asset Management LLC | 312 | $330.0K | 0.25% | +312 | New |
| SlateStone Wealth, LLC | 313 | $331.0K | 0.07% | −2−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 313 | $331.0K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 313 | $331.0K | 0.11% | +4+1.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 314 | $332.0K | 0.40% | +314 | New |
| Sterling Financial Planning, Inc. | 315 | $333.0K | 0.21% | +9+2.9% | Added |
| Objective Capital Management, LLC | 315 | $333.0K | 0.24% | +315 | New |
| Columbia Asset Management | 316 | $334.0K | 0.07% | −17−5.1% | Reduced |
| Bangor Savings Bank | 316 | $334.0K | 0.03% | −9−2.8% | Reduced |
| Cohen & Steers, Inc. | 316 | $334.0K | 0.00% | −1−0.3% | Reduced |
| Brown Advisory Securities, LLC | 315 | $334.0K | 0.14% | +25+8.6% | Added |
| HHM Wealth Advisors, LLC | 316 | $334.0K | 0.08% | +78+32.8% | Added |
| Caas Capital Management LP | 317 | $335.0K | 0.03% | −1,400−81.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 317 | $335.0K | 0.05% | −50−13.6% | Reduced |
| NFP Retirement, Inc. | 317 | $335.0K | 0.12% | −34−9.7% | Reduced |
| Greenwood Capital Associates LLC | 317 | $335.0K | 0.05% | +317 | New |
| Ford Financial Group, LLC | 319 | $337.0K | 0.12% | −116−26.7% | Reduced |
| HGI Capital Management, LLC | 319 | $337.0K | 0.13% | +319 | New |
| Pearl River Capital, LLC | 319 | $337.0K | 0.09% | +319 | New |
| MAS Advisors LLC | 315 | $337.0K | 0.25% | +315 | New |
| Adamsbrown Wealth Consultants LLC | 320 | $338.0K | 0.30% | +320 | New |
| Kelly Financial Services LLC | 320 | $338.2K | 0.15% | +5+1.6% | Added |
| Insight Financial Services | 322 | $340.0K | 0.24% | −160−33.2% | Reduced |
| CKW Financial Group | 325 | $340.0K | 0.05% | 00.0% | Unchanged |
| Bank Hapoalim BM | 322 | $340.0K | 0.03% | +322 | New |
| River Wealth Advisors LLC | 323 | $341.0K | 0.05% | +4+1.3% | Added |
| Omega Financial Group, LLC | 323 | $341.0K | 0.15% | +12+3.9% | Added |
| Whitener Capital Management, Inc. | 323 | $341.0K | 0.12% | +323 | New |
| Foster Dykema Cabot & Co Inc | 325 | $343.0K | 0.04% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 325 | $343.0K | 0.06% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 325 | $343.0K | 0.21% | 00.0% | Unchanged |
| BT Wealth Management LLC | 325 | $343.0K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 400 | $344.0K | 0.11% | 00.0% | Unchanged |
| TKG Advisors, LLC | 326 | $345.0K | 0.27% | +326 | New |
| Fairfield, Bush & Co. | 327 | $346.0K | 0.17% | −65−16.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 327 | $346.0K | 0.19% | +20+6.5% | Added |
| Fortress Wealth Management, Inc. | 329 | $348.0K | 0.26% | +329 | New |
| Resources Management Corp | 330 | $349.0K | 0.05% | −10−2.9% | Reduced |
| Apexium Financial, LP | 330 | $349.0K | 0.18% | +20+6.5% | Added |
| High Note Wealth, LLC | 331 | $349.0K | 0.12% | +26+8.5% | Added |
| Curated Wealth Partners LLC | 330 | $349.0K | 0.11% | +29+9.6% | Added |
| Global Financial Private Client, LLC | 331 | $349.8K | 0.17% | +10+3.1% | Added |
| Clearwater Capital Advisors, LLC | 331 | $350.0K | 0.04% | −7−2.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 331 | $350.0K | 0.09% | +331 | New |
| Intergy Private Wealth, LLC | 332 | $351.0K | 0.27% | +332 | New |
| Vestmark Advisory Solutions, Inc. | 333 | $352.0K | 0.02% | +333 | New |
| Golden Green, Inc. | 333 | $352.0K | 0.28% | +333 | New |
| Aevitas Wealth Management, Inc. | 335 | $353.0K | 0.21% | −23−6.4% | Reduced |
| BancFirst Trust & Investment Management | 335 | $354.0K | 0.27% | +335 | New |
| Resurgent Financial Advisors LLC | 336 | $355.0K | 0.29% | +336 | New |
| Covestor Ltd | 336 | $356.0K | 0.50% | +336 | New |
| Aletheian Wealth Advisors LLC | 337 | $356.0K | 0.35% | +337 | New |
| Palisades Hudson Asset Management, L.P. | 339 | $358.0K | 0.15% | +339 | New |
| Eagle Capital Management, LLC | 340 | $359.0K | 0.09% | +15+4.6% | Added |
| Retirement Guys Formula LLC | 340 | $359.0K | 0.28% | +340 | New |
| Patton Albertson Miller Group, LLC | 341 | $360.0K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 341 | $360.0K | 0.21% | +95+38.6% | Added |
