| Madrona Financial Services, LLC | 1,157 | $285.0K | 0.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,155 | $285.0K | 0.17% | 00.0% | Unchanged |
| Landaas & Co | 1,150 | $284.0K | 0.15% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,152 | $284.0K | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,220 | $283.0K | 0.04% | −10−0.8% | Reduced |
| Keel Point, LLC | 1,148 | $283.0K | 0.04% | +35+3.1% | Added |
| Summit Asset Management, LLC | 1,137 | $280.0K | 0.08% | +17+1.5% | Added |
| Successful Portfolios LLC | 1,132 | $279.0K | 0.15% | −1−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,132 | $279.0K | 0.06% | +355+45.7% | Added |
| Laraway Financial Inc | 1,130 | $279.0K | 0.25% | +1,130 | New |
| Trustmark National Bank Trust Department | 1,125 | $278.0K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,126 | $278.0K | 0.26% | +1,126 | New |
| Essex Investment Management Co LLC | 1,124 | $277.0K | 0.03% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,329 | $274.0K | 0.00% | +1,329 | New |
| Independent Wealth Network Inc. | 1,109 | $273.0K | 0.17% | +19+1.7% | Added |
| New Jersey Better Educational Savings Trust | 1,109 | $273.0K | 0.61% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,107 | $273.0K | 0.04% | +23+2.1% | Added |
| Rothschild Investment Corp | 1,103 | $272.0K | 0.02% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,105 | $272.0K | 0.08% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,099 | $271.0K | 0.01% | −15−1.3% | Reduced |
| Ami Investment Management Inc | 1,100 | $271.0K | 0.11% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,100 | $271.0K | 0.03% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,100 | $271.0K | 0.16% | −9−0.8% | Reduced |
| 1620 Investment Advisors, Inc. | 1,100 | $271.0K | 0.30% | +1,100 | New |
| Financial Advisory Group | 1,097 | $270.0K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,092 | $269.0K | 0.01% | +1,092 | New |
| Willner & Heller, LLC | 1,345 | $269.0K | 0.36% | +1,345 | New |
| Thompson Investment Management, Inc. | 1,087 | $268.0K | 0.04% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,085 | $268.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,081 | $267.0K | 0.02% | −2,682−71.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 1,081 | $267.0K | 0.03% | −173−13.8% | Reduced |
| Private Capital Group, LLC | 1,074 | $266.0K | 0.06% | −87−7.5% | Reduced |
| Paragon Capital Management Ltd | 1,078 | $266.0K | 0.04% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,068 | $263.0K | 0.06% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 1,066 | $263.0K | 0.09% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,144 | $262.0K | 0.02% | −364−24.1% | Reduced |
| Ziegler Capital Management, LLC | 1,064 | $262.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,059 | $261.0K | 0.06% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,060 | $261.0K | 0.05% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,059 | $261.0K | 0.05% | +16+1.5% | Added |
| Hoylecohen, LLC | 1,057 | $261.0K | 0.02% | +1,057 | New |
| Quantum Private Wealth, LLC | 1,062 | $261.0K | 0.10% | +1,062 | New |
| Endowment Wealth Management, Inc. | 1,055 | $260.0K | 0.26% | +1,055 | New |
| Bard Financial Services, Inc. | 1,050 | $259.0K | 0.02% | 00.0% | Unchanged |
| W Advisors, LLC | 1,052 | $259.0K | 0.19% | +1,052 | New |
| Marshall Financial Group Inc | 1,047 | $258.0K | 0.10% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,043 | $257.0K | 0.15% | +17+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 1,043 | $257.0K | 0.13% | +1,043 | New |
| ICICI Prudential Asset Management Co Ltd | 1,040 | $256.0K | 0.03% | +1,040 | New |
| Vantage Consulting Group Inc | 1,039 | $256.0K | 0.07% | +1,039 | New |
| Syntax Advisors, LLC | 1,039 | $256.0K | 0.19% | +1,039 | New |
| Claris Advisors, LLC | 1,034 | $255.0K | 0.27% | +1,034 | New |
| First Farmers & Merchants Bank / Trust | 1,031 | $254.0K | 0.25% | +1,031 | New |
| Smith Anglin Financial, LLC | 1,025 | $253.0K | 0.04% | +1,025 | New |
| Vise Technologies, Inc. | 1,026 | $253.0K | 0.07% | +1,026 | New |
| Anchor Capital Advisors LLC | 1,020 | $252.0K | 0.00% | 00.0% | Unchanged |
| Bridgeworth, LLC | 1,020 | $252.0K | 0.06% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,021 | $252.0K | 0.25% | +1,021 | New |
| Hohimer Wealth Management, LLC | 1,017 | $251.0K | 0.05% | −50−4.7% | Reduced |
| KRS Capital Management, LLC | 1,020 | $251.0K | 0.22% | +1,020 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,014 | $250.0K | 0.13% | +3+0.3% | Added |
| Bickling Financial Services, Inc. | 1,015 | $250.0K | 0.12% | +1,015 | New |
| Journey Strategic Wealth LLC | 1,014 | $250.0K | 0.03% | +1,014 | New |
| TRUE Private Wealth Advisors | 1,007 | $248.0K | 0.04% | −95−8.6% | Reduced |
| Roble, Belko & Company, Inc | 1,000 | $247.0K | 0.05% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,000 | $247.0K | 0.10% | +1,000 | New |
| Enlightenment Research, LLC | 1,000 | $247.0K | 0.35% | +1,000 | New |
| Mechanics Financial Corp | 1,000 | $247.0K | 0.12% | +1,000 | New |
| Mill Capital Management, LLC | 1,000 | $247.0K | 0.03% | +1,000 | New |
| Aua Capital Management, LLC | 995 | $245.0K | 0.14% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 994 | $245.0K | 0.15% | +4+0.4% | Added |
| Tower Wealth Partners, Inc. | 993 | $245.0K | 0.25% | +993 | New |
| Phoenix Wealth Advisors | 991 | $244.0K | 0.18% | 00.0% | Unchanged |
| London Co of Virginia | 985 | $243.0K | 0.00% | +985 | New |
| Baldwin Brothers Inc | 980 | $242.0K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 985 | $242.0K | 0.07% | +985 | New |
| North Star Investment Management Corp. | 976 | $241.0K | 0.02% | +506+107.7% | Added |
| Riverbridge Partners LLC | 974 | $240.0K | 0.00% | +974 | New |
| Paulson Wealth Management Inc. | 975 | $240.0K | 0.11% | +975 | New |
| Massmutual Trust Co FSB | 968 | $239.0K | 0.01% | +12+1.3% | Added |
| Cohen Lawrence B | 964 | $238.0K | 0.09% | −1,109−53.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 960 | $237.0K | 0.11% | +420+77.8% | Added |
| Retirement Solution Inc. | 961 | $237.0K | 0.10% | +961 | New |
| Kaizen Financial Strategies | 956 | $236.0K | 0.18% | +956 | New |
| Tru Independence Asset Management 2, LLC | 958 | $236.0K | 0.13% | +958 | New |
| Duncker Streett & Co Inc | 947 | $233.0K | 0.04% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 944 | $233.0K | 0.07% | +944 | New |
| New Millennium Group LLC | 945 | $233.0K | 0.18% | +945 | New |
| XTX Topco Ltd | 935 | $231.0K | 0.13% | +935 | New |
| First Business Financial Services, Inc. | 931 | $230.0K | 0.02% | +931 | New |
| Cypress Capital Management LLC | 928 | $229.0K | 0.03% | +928 | New |
| Harvest Fund Management Co., Ltd | 930 | $228.0K | 0.04% | +144+18.3% | Added |
| Carson Advisory Inc. | 924 | $228.0K | 0.23% | +924 | New |
| Tradewinds Capital Management, LLC | 919 | $227.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 921 | $227.0K | 0.04% | +921 | New |
| Ford Financial Group, LLC | 923 | $227.0K | 0.08% | +923 | New |
| Cassady Schiller Wealth Management, LLC | 915 | $226.0K | 0.14% | +915 | New |
| Gries Financial LLC | 912 | $225.0K | 0.09% | +912 | New |
| Fermata Advisors, LLC | 903 | $224.0K | 0.08% | −119−11.6% | Reduced |
| Ssi Investment Management LLC | 906 | $223.0K | 0.01% | +906 | New |
