| ODonnell Financial Services, LLC | 668 | $212.2K | 0.08% | +668 | New |
| Tru Independence Asset Management 2, LLC | 670 | $212.8K | 0.15% | +670 | New |
| Legacy Solutions, LLC | 670 | $212.8K | 0.20% | +670 | New |
| Wills Financial Group LLC | 670 | $212.8K | 0.09% | +670 | New |
| OLIO Financial Planning | 670 | $212.8K | 0.07% | +670 | New |
| Foundry Financial Group, Inc. | 671 | $213.2K | 0.12% | +671 | New |
| Gabelli Funds LLC | 672 | $213.5K | 0.00% | +672 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 674 | $214.1K | 0.21% | −18−2.6% | Reduced |
| JDM Financial Group LLC | 674 | $214.1K | 0.10% | +35+5.5% | Added |
| Level Financial Advisors, Inc. | 674 | $214.1K | 0.07% | +674 | New |
| Dominguez Wealth Management Solutions, Inc. | 674 | $214.1K | 0.15% | +674 | New |
| Vertex Planning Partners, LLC | 674 | $214.1K | 0.04% | +674 | New |
| BOK Financial Private Wealth, Inc. | 675 | $214.4K | 0.01% | −609−47.4% | Reduced |
| One Charles Private Wealth Services, LLC | 675 | $214.4K | 0.06% | +675 | New |
| Adaptive Financial Consulting, LLC | 675 | $214.5K | 0.09% | +675 | New |
| Virtus ETF Advisers LLC | 676 | $214.7K | 0.13% | +81+13.6% | Added |
| Nabity-Jensen Investment Management Inc | 677 | $215.1K | 0.16% | +677 | New |
| Legacy Trust | 678 | $215.4K | 0.05% | −26−3.7% | Reduced |
| Jmac Enterprises LLC | 678 | $215.4K | 0.05% | +678 | New |
| Bahl & Gaynor Inc | 679 | $215.7K | 0.00% | +679 | New |
| Peak Financial Management, Inc. | 679 | $215.7K | 0.06% | +679 | New |
| SFM, LLC | 680 | $216.0K | 0.14% | +680 | New |
| RMG Wealth Management LLC | 659 | $216.1K | 0.03% | +659 | New |
| Heartwood Wealth Advisors LLC | 683 | $217.0K | 0.02% | +683 | New |
| Goodwin Investment Advisory | 683 | $217.0K | 0.25% | +683 | New |
| Evelyn Partners Investment Management Services Ltd | 684 | $217.3K | 0.03% | +324+90.0% | Added |
| Weybosset Research & Management LLC | 685 | $217.6K | 0.07% | +685 | New |
| University of Texas/Texas Am Investment Managment Co | 686 | $217.9K | 0.03% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 686 | $217.9K | 0.18% | +686 | New |
| Elite Financial, Inc. | 708 | $218.0K | 0.11% | +364+105.8% | Added |
| Pinnacle Financial Group, LLC | 688 | $218.6K | 0.07% | +688 | New |
| Tortoise Investment Management, LLC | 689 | $218.9K | 0.02% | −310−31.0% | Reduced |
| Weinberger Asset Management, Inc | 689 | $218.9K | 0.08% | +689 | New |
| GEM Asset Management, LLC | 747 | $219.7K | 0.11% | +747 | New |
| Ransom Advisory, Ltd | 693 | $220.1K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 693 | $220.1K | 0.01% | −99−12.5% | Reduced |
| Nelson Capital Management, LLC | 696 | $221.1K | 0.03% | −324−31.8% | Reduced |
| Kiker Wealth Management, LLC | 696 | $221.2K | 0.12% | −46−6.2% | Reduced |
| BankPlus Wealth Management LLC | 698 | $221.7K | 0.15% | +698 | New |
| Cahill Financial Advisors Inc | 699 | $222.0K | 0.03% | +699 | New |
| Delap Wealth Advisory, LLC | 700 | $222.4K | 0.11% | −2,598−78.8% | Reduced |
| V2 Financial group LLC | 701 | $222.7K | 0.13% | +701 | New |
| Spinnaker Investment Group, LLC | 702 | $223.0K | 0.05% | −339−32.6% | Reduced |
| Asset Allocation Strategies LLC | 705 | $223.9K | 0.05% | +705 | New |
| Cultivar Capital, Inc. | 705 | $224.0K | 0.16% | +705 | New |
| Davis Investment Partners, LLC | 745 | $224.0K | 0.08% | −101−11.9% | Reduced |
| Leverty Financial Group, LLC | 706 | $224.3K | 0.07% | +706 | New |
| Level Wealth Management LLC | 707 | $224.6K | 0.13% | +707 | New |
| Tobias Financial Advisors, Inc. | 707 | $224.6K | 0.04% | +707 | New |
| PACK Private Wealth, LLC | 709 | $225.2K | 0.12% | +709 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 710 | $225.5K | 0.09% | +710 | New |
| Mill Capital Management, LLC | 710 | $225.5K | 0.02% | +710 | New |
| Puff Wealth Management, LLC | 712 | $226.2K | 0.37% | +712 | New |
| Fca Corp | 713 | $226.5K | 0.07% | +713 | New |
| Union Savings Bank | 735 | $226.6K | 0.10% | +101+15.9% | Added |
| Rodgers & Associates, LTD | 714 | $226.8K | 0.02% | +714 | New |
| U S Wealth Group, LLC. | 872 | $227.0K | 0.18% | +872 | New |
| Hartline Investment Corp | 716 | $227.4K | 0.03% | +716 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 717 | $227.8K | 0.07% | +717 | New |
| Define Financial, LLC | 718 | $228.2K | 0.15% | +718 | New |
| Lee Danner & Bass Inc | 719 | $228.4K | 0.02% | +719 | New |
| Strategic Wealth Designers | 719 | $228.4K | 0.33% | +719 | New |
| McCarthy & Cox | 720 | $228.7K | 0.06% | +720 | New |
| Waterford Advisors, LLC | 2,702 | $229.4K | 0.08% | +2,702 | New |
| Liberty Capital Management, Inc. | 723 | $229.7K | 0.05% | +723 | New |
| Cooper Capital Advisors LLC | 723 | $229.7K | 0.22% | +723 | New |
| Newport Capital Group, LLC | 724 | $230.0K | 0.16% | +724 | New |
| Solstein Capital, LLC | 725 | $230.3K | 0.12% | +266+58.0% | Added |
| Cypress Point Wealth Management, LLC | 726 | $230.6K | 0.06% | +726 | New |
| LVZ Advisors, Inc. | 727 | $230.8K | 0.03% | +727 | New |
| Cherry Creek Investment Advisors, Inc. | 727 | $231.0K | 0.11% | +727 | New |
| Old Port Advisors | 728 | $231.4K | 0.06% | +728 | New |
| Graney & King, LLC | 729 | $231.6K | 0.16% | +484+197.6% | Added |
| Appleton Partners Inc | 731 | $232.0K | 0.02% | +731 | New |
| Eubel Brady & Suttman Asset Management Inc | 731 | $232.0K | 0.03% | +731 | New |
| TAGStone Capital, Inc. | 705 | $232.5K | 0.10% | +705 | New |
| Tobam | 735 | $233.0K | 0.09% | −807−52.3% | Reduced |
| Readystate Asset Management LP | 736 | $233.8K | 0.01% | −2,983−80.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 737 | $234.1K | 0.03% | +737 | New |
| Sterling Financial Planning, Inc. | 738 | $234.4K | 0.08% | +738 | New |
| Innovative Wealth Building LLC | 738 | $234.4K | 0.19% | +738 | New |
| North Ridge Wealth Advisors, Inc. | 738 | $234.4K | 0.14% | −265−26.4% | Reduced |
| Aspen Capital Management, LLC | 739 | $234.8K | 0.07% | +739 | New |
| Mascoma Wealth Management LLC | 740 | $235.1K | 0.05% | +37+5.3% | Added |
| Sykon Capital LLC | 742 | $235.7K | 0.09% | +742 | New |
| Fairview Capital Investment Management, LLC | 744 | $236.3K | 0.01% | −300−28.7% | Reduced |
| Almanack Investment Partners, LLC. | 745 | $236.7K | 0.04% | +745 | New |
| Basepoint Wealth LLC | 745 | $236.8K | 0.18% | +745 | New |
| Innova Wealth Partners | 748 | $237.6K | 0.14% | −165−18.1% | Reduced |
| MB, Levis & Associates, LLC | 748 | $237.6K | 0.10% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 749 | $237.9K | 0.07% | −155−17.1% | Reduced |
| Baldwin Investment Management, LLC | 749 | $237.9K | 0.03% | +749 | New |
| SWP Financial LLC | 749 | $237.9K | 0.13% | +749 | New |
| Osterweis Capital Management Inc | 750 | $238.2K | 0.01% | −35−4.5% | Reduced |
| Taylor Financial Group, Inc. | 750 | $238.2K | 0.15% | +750 | New |
| Darwin Advisors, LLC | 752 | $238.9K | 0.08% | +5+0.7% | Added |
| Hudson Value Partners, LLC | 753 | $239.1K | 0.08% | −1,722−69.6% | Reduced |
| HFM Investment Advisors, LLC | 753 | $239.2K | 0.11% | +6+0.8% | Added |
| Compass Financial Group, INC | 753 | $239.2K | 0.04% | +753 | New |
| Traction Financial Partners, LLC | 754 | $239.5K | 0.16% | +754 | New |
