| McGinn Investment Management, Inc. | 514 | $229.0K | 0.13% | +514 | New |
| Foundry Financial Group, Inc. | 515 | $229.0K | 0.12% | −156−23.2% | Reduced |
| Invesco, LLC | 515 | $229.0K | 0.08% | +515 | New |
| Atlantic Trust, LLC | 516 | $229.5K | 0.04% | +6+1.2% | Added |
| Lokken Investment Group LLC | 516 | $229.5K | 0.08% | +516 | New |
| Cerro Pacific Wealth Advisors LLC | 517 | $229.9K | 0.06% | −476−47.9% | Reduced |
| Emergent Wealth Advisors, LLC | 517 | $229.9K | 0.13% | −127−19.7% | Reduced |
| New Century Financial Group, LLC | 517 | $229.9K | 0.41% | +517 | New |
| Uptown Financial Advisors LLC | 517 | $229.9K | 0.20% | +517 | New |
| Genesis Private Wealth, LLC | 518 | $230.4K | 0.10% | +518 | New |
| Baker Ellis Asset Management LLC | 519 | $230.7K | 0.03% | +519 | New |
| Cadence Wealth Management LLC | 519 | $230.7K | 0.12% | +519 | New |
| Meridian Investment Counsel Inc. | 519 | $230.8K | 0.06% | −250−32.5% | Reduced |
| Nicolet Bankshares Inc | 519 | $230.8K | 0.04% | +519 | New |
| Barden Capital Management, Inc. | 519 | $230.8K | 0.19% | +519 | New |
| Opus Capital Group, LLC | 520 | $231.0K | 0.03% | +520 | New |
| Deseret Mutual Benefit Administrators | 520 | $231.3K | 0.10% | −55−9.6% | Reduced |
| JDM Financial Group LLC | 521 | $231.7K | 0.10% | −153−22.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 522 | $232.1K | 0.10% | +522 | New |
| Hemenway Trust Co LLC | 523 | $232.6K | 0.02% | +523 | New |
| Mainsail Financial Group, LLC | 523 | $232.6K | 0.10% | +523 | New |
| Kitching Partners, LLC | 523 | $232.6K | 0.22% | +523 | New |
| LOM Asset Management Ltd | 525 | $233.0K | 0.07% | −30−5.4% | Reduced |
| Cooper Capital Advisors LLC | 524 | $233.0K | 0.15% | −199−27.5% | Reduced |
| Capstone Wealth Management, LLC | 524 | $233.0K | 0.18% | +524 | New |
| Legacy Trust | 525 | $233.5K | 0.05% | −153−22.6% | Reduced |
| Uncommon Cents Investing LLC | 526 | $233.9K | 0.06% | +526 | New |
| Carret Asset Management, LLC | 527 | $234.4K | 0.02% | +527 | New |
| Primoris Wealth Advisors, LLC | 527 | $234.4K | 0.15% | +527 | New |
| McMill Wealth Management | 527 | $234.4K | 0.07% | +527 | New |
| Accredited Wealth Management, LLC | 226 | $234.8K | 0.18% | −302−57.2% | Reduced |
| Frazier Financial Advisors, LLC | 529 | $235.3K | 0.14% | +38+7.7% | Added |
| Builder Investment Group Inc | 529 | $235.3K | 0.05% | +529 | New |
| Hofer & Associates. Inc | 529 | $235.3K | 0.13% | +529 | New |
| Youngs Advisory Group, Inc. | 530 | $235.9K | 0.08% | +530 | New |
| Founders Capital Management | 532 | $236.6K | 0.13% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 533 | $237.1K | 0.03% | +533 | New |
| Humankind Investments LLC | 534 | $237.5K | 0.05% | +534 | New |
| Kure Advisory, LLC | 534 | $237.5K | 0.15% | +534 | New |
| Lakeside Advisors, INC. | 535 | $237.9K | 0.15% | +535 | New |
| Verity & Verity, LLC | 536 | $238.4K | 0.02% | +536 | New |
| Beacon Investment Advisory Services, Inc. | 537 | $238.8K | 0.01% | −156−22.5% | Reduced |
| LongView Asset Management LLC | 538 | $239.3K | 0.17% | −112−17.2% | Reduced |
| Rowland & Co Investment Counsel | 540 | $240.1K | 0.05% | 00.0% | Unchanged |
| McCarthy & Cox | 540 | $240.1K | 0.05% | −180−25.0% | Reduced |
| Schrum Private Wealth Management LLC | 541 | $240.6K | 0.18% | +541 | New |
| Two Sigma Securities, LLC | 541 | $240.6K | 0.04% | +541 | New |
| Carl Stuart Investment Advisor, Inc | 541 | $240.6K | 0.23% | +541 | New |
| Insight Financial Services | 542 | $241.0K | 0.14% | 00.0% | Unchanged |
| Ledyard National Bank | 543 | $241.5K | 0.02% | +543 | New |
| Lloyd Advisory Services, LLC. | 544 | $241.9K | 0.11% | +544 | New |
| Evernest Financial Advisors, LLC | 544 | $241.9K | 0.07% | +544 | New |
| IFS Group,LLC | 529 | $243.1K | 0.21% | +529 | New |
| Family Management Corp | 547 | $243.3K | 0.03% | +547 | New |
| Sound Stewardship, LLC | 547 | $243.5K | 0.12% | +547 | New |
| Woodley Farra Manion Portfolio Management Inc | 548 | $243.7K | 0.01% | +548 | New |
| Peak Planning Group, LLC | 548 | $243.7K | 0.13% | +548 | New |
| Brio Consultants, LLC | 549 | $244.2K | 0.03% | −249−31.2% | Reduced |
| Kozak & Associates, Inc. | 598 | $244.5K | 0.05% | −435−42.1% | Reduced |
| Carnegie Lake Advisors LLC | 551 | $245.0K | 0.09% | +551 | New |
| Human Investing LLC | 553 | $246.1K | 0.04% | +553 | New |
| Global Wealth Management, LLC | 554 | $246.3K | 0.13% | +554 | New |
| Shilanski & Associates, Inc. | 555 | $246.8K | 0.07% | +555 | New |
| WestHill Financial Advisors, Inc. | 555 | $246.8K | 0.05% | +555 | New |
| Roxbury Financial LLC | 556 | $247.3K | 0.23% | +15+2.8% | Added |
| Spectrum Investment Advisors, Inc. | 556 | $247.3K | 0.13% | +556 | New |
| MFA Wealth Services | 557 | $247.7K | 0.17% | +557 | New |
| KW Wealth Management LLC | 557 | $247.7K | 0.42% | +557 | New |
| Whitcomb & Hess, Inc. | 558 | $248.2K | 0.06% | +558 | New |
| Byrne Financial Freedom, LLC | 559 | $248.6K | 0.12% | −589−51.3% | Reduced |
| Foronjy Financial LLC | 559 | $248.7K | 0.11% | −355−38.8% | Reduced |
| Granite Bay Wealth Management, LLC | 562 | $249.9K | 0.07% | +562 | New |
| Hartline Investment Corp | 563 | $250.4K | 0.03% | −153−21.4% | Reduced |
| Live Oak Private Wealth LLC | 563 | $250.4K | 0.03% | +563 | New |
| FSR Wealth Management Ltd. | 564 | $250.8K | 0.30% | +564 | New |
| Valued Retirements, Inc. | 790 | $251.0K | 0.28% | 00.0% | Unchanged |
| OLIO Financial Planning | 566 | $251.7K | 0.07% | −104−15.5% | Reduced |
| PFS Partners, LLC | 566 | $251.7K | 0.12% | −11−1.9% | Reduced |
| GreatBanc Trust CO | 566 | $251.7K | 0.17% | +566 | New |
| ROSS\JOHNSON & Associates LLC | 567 | $252.2K | 4.75% | −20−3.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 567 | $252.2K | 0.04% | +567 | New |
| Bank Ozk | 568 | $252.6K | 0.09% | +568 | New |
| Atlantic Family Wealth, LLC | 568 | $252.6K | 0.20% | +568 | New |
| Tufton Capital Management | 570 | $253.0K | 0.05% | +570 | New |
| Natural Investments, LLC | 571 | $253.0K | 0.06% | +571 | New |
| Uhlmann Price Securities, LLC | 569 | $253.0K | 0.15% | +569 | New |
| Dougherty Wealth Advisers LLC | 570 | $253.5K | 0.16% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 570 | $253.5K | 0.05% | +570 | New |
| Neville Rodie & Shaw Inc | 574 | $255.0K | 0.02% | +574 | New |
| Arbor Capital Management Inc | 575 | $255.0K | 0.20% | +575 | New |
| Signature Resources Capital Management, LLC | 575 | $255.7K | 0.14% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 575 | $255.7K | 0.16% | +575 | New |
| Cultivar Capital, Inc. | 575 | $255.7K | 0.17% | −130−18.4% | Reduced |
| Peloton Wealth Strategists | 575 | $256.0K | 0.10% | +575 | New |
| 1620 Investment Advisors, Inc. | 576 | $256.0K | 0.17% | +1+0.2% | Added |
| Gibson Capital, LLC | 576 | $256.2K | 0.05% | +576 | New |
| Dodds Wealth, LLC | 576 | $256.2K | 0.06% | +576 | New |
| Tilia Fiduciary Partners, Inc. | 577 | $256.6K | 0.15% | −340−37.1% | Reduced |
| Scratch Capital LLC | 578 | $257.0K | 0.17% | +578 | New |
| Wealth Preservation Advisors, LLC | 579 | $257.5K | 0.15% | −2,000−77.5% | Reduced |
