| Parkside Investments, LLC | 480 | $268.1K | 0.05% | −105−17.9% | Reduced |
| Aevitas Wealth Management, Inc. | 479 | $267.9K | 0.16% | +479 | New |
| Cape Cod Five Cents Savings Bank | 478 | $267.3K | 0.03% | +1+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 477 | $267.0K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 477 | $266.7K | 0.03% | +477 | New |
| Gladius Capital Management LP | 476 | $266.1K | 0.08% | −4,419−90.3% | Reduced |
| Byrne Asset Management LLC | 473 | $264.5K | 0.19% | +11+2.4% | Added |
| Simon Quick Advisors, LLC | 471 | $263.4K | 0.03% | +471 | New |
| Robertson Stephens Wealth Management, LLC | 470 | $262.8K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 470 | $262.8K | 0.04% | +470 | New |
| Berkshire Bank | 469 | $262.2K | 0.08% | +469 | New |
| Thrive Wealth Management, LLC | 469 | $262.2K | 0.08% | +469 | New |
| VeraBank, N.A. | 468 | $261.7K | 0.13% | +5+1.1% | Added |
| WMG Financial Advisors, LLC | 468 | $261.7K | 0.22% | −1−0.2% | Reduced |
| Financial Sense Advisors, Inc. | 467 | $261.1K | 0.11% | −40−7.9% | Reduced |
| Telos Capital Management, Inc. | 467 | $261.1K | 0.04% | +467 | New |
| Creative Financial Designs Inc | 467 | $261.1K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 467 | $260.8K | 0.11% | +1+0.2% | Added |
| Mirova | 464 | $259.4K | 0.04% | −2,103−81.9% | Reduced |
| Stanley-Laman Group, Ltd. | 463 | $258.9K | 0.05% | +463 | New |
| Prentice Wealth Management LLC | 463 | $258.9K | 0.13% | +463 | New |
| Seed Wealth Management, Inc. | 463 | $258.9K | 0.30% | +463 | New |
| Arjuna Capital | 458 | $256.1K | 0.12% | +458 | New |
| Financial Architects, Inc | 456 | $255.0K | 0.04% | −15−3.2% | Reduced |
| CCG Wealth Management, LLC | 454 | $253.8K | 0.14% | −26−5.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 454 | $253.8K | 0.18% | +454 | New |
| Dover Advisors, LLC | 453 | $253.7K | 0.27% | +453 | New |
| Laird Norton Trust Company, LLC | 452 | $252.7K | 0.04% | +452 | New |
| Titleist Asset Management, Ltd. | 451 | $252.3K | 0.06% | −100−18.1% | Reduced |
| Provident Investment Management, Inc. | 451 | $252.2K | 0.03% | +451 | New |
| QCM Cayman, Ltd. | 451 | $252.2K | 3.88% | +451 | New |
| Poehling Capital Management, LLC | 450 | $251.6K | 0.09% | +450 | New |
| Intergy Private Wealth, LLC | 446 | $249.4K | 0.16% | +446 | New |
| MSH Capital Advisors LLC | 444 | $248.4K | 0.11% | +444 | New |
| C M Bidwell & Associates Ltd | 444 | $248.3K | 0.20% | −1−0.2% | Reduced |
| Accel Wealth Management | 442 | $247.3K | 0.12% | +78+21.4% | Added |
| Mitchell Sinkler & Starr | 442 | $247.1K | 0.08% | +442 | New |
| Greenwood Gearhart Inc | 442 | $247.1K | 0.04% | +442 | New |
| MUFG Securities EMEA plc | 442 | $247.0K | 0.00% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 441 | $246.6K | 0.07% | +441 | New |
| Invictus Private Wealth, LLC | 441 | $246.6K | 0.03% | +441 | New |
| Grant/GrossMendelsohn, LLC | 418 | $246.0K | 0.13% | +418 | New |
| Marino, Stram & Associates LLC | 440 | $245.9K | 0.08% | +440 | New |
| NBW Capital LLC | 438 | $244.9K | 0.06% | +438 | New |
| Sovereign Financial Group, Inc. | 437 | $244.3K | 0.10% | +437 | New |
| NinePointTwo Capital | 437 | $244.0K | 0.10% | +437 | New |
| Ipswich Investment Management Co., Inc. | 436 | $243.8K | 0.07% | +436 | New |
| Country Trust Bank | 433 | $242.1K | 0.01% | −15−3.3% | Reduced |
| Bangor Savings Bank | 434 | $242.0K | 0.03% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 433 | $242.0K | 0.09% | +433 | New |
| Secure Asset Management, LLC | 431 | $241.2K | 0.09% | −50−10.4% | Reduced |
| Finer Wealth Management, Inc. | 428 | $239.3K | 0.22% | +428 | New |
| Kolinsky Wealth Management, LLC | 428 | $239.0K | 0.27% | +428 | New |
| L.M. Kohn & Company | 427 | $238.7K | 0.11% | +427 | New |
| Moloney Securities Asset Management, LLC | 426 | $238.2K | 0.05% | +426 | New |
| Relyea Zuckerberg Hanson LLC | 426 | $238.2K | 0.07% | +426 | New |
| Vantage Consulting Group Inc | 423 | $236.5K | 0.14% | −41−8.8% | Reduced |
| Syntax Advisors, LLC | 423 | $236.5K | 0.20% | −41−8.8% | Reduced |
| Talisman Wealth Advisors LLC | 422 | $236.0K | 0.50% | +422 | New |
| RW Investment Management LLC | 422 | $236.0K | 0.09% | +422 | New |
| Covestor Ltd | 419 | $235.0K | 0.19% | +30+7.7% | Added |
| Key Client Fiduciary Advisors, LLC | 420 | $235.0K | 0.16% | +420 | New |
| Hill Island Financial LLC | 419 | $234.3K | 0.10% | +419 | New |
| Sandler Capital Management | 419 | $234.3K | 0.04% | +419 | New |
| Gill Capital Partners, LLC | 414 | $231.5K | 0.11% | +414 | New |
| Goldstein Advisors, LLC | 410 | $229.0K | 0.06% | +410 | New |
| Abacus Planning Group, Inc. | 409 | $228.9K | 0.06% | +409 | New |
| Roundview Capital LLC | 406 | $227.0K | 0.03% | +406 | New |
| J. L. Bainbridge & Co., Inc. | 406 | $227.0K | 0.04% | +406 | New |
| Aprio Wealth Management, LLC | 406 | $227.0K | 0.08% | +406 | New |
| Smith Shellnut Wilson LLC | 404 | $225.9K | 0.14% | +404 | New |
| Headinvest, LLC | 404 | $225.9K | 0.05% | +404 | New |
| Lifestyle Asset Management, Inc. | 404 | $225.9K | 0.18% | +404 | New |
| Eagle Bay Advisors LLC | 404 | $225.9K | 0.13% | +84+26.3% | Added |
| DHJJ Financial Advisors, Ltd. | 402 | $224.8K | 0.13% | +402 | New |
| Darwin Advisors, LLC | 387 | $223.9K | 0.06% | −1,029−72.7% | Reduced |
| Heron Financial Group, LLC | 403 | $223.7K | 0.15% | +403 | New |
| B.O.S.S. Retirement Advisors, LLC | 398 | $223.4K | 0.06% | +398 | New |
| Beacon Capital Management, LLC | 399 | $223.1K | 0.08% | +354+786.7% | Added |
| Peak Financial Advisors LLC | 399 | $223.1K | 0.20% | +399 | New |
| Nixon Peabody Trust Co | 398 | $222.5K | 0.18% | +398 | New |
| Hofer & Associates. Inc | 398 | $222.5K | 0.22% | +398 | New |
| Amussen Hunsaker Associates LLC | 398 | $222.5K | 0.06% | +398 | New |
| Delap Wealth Advisory, LLC | 397 | $222.0K | 0.23% | +397 | New |
| Revolve Wealth Partners, LLC | 394 | $220.3K | 0.06% | +394 | New |
| Barings LLC | 394 | $220.3K | 0.01% | +394 | New |
| Wealth Dimensions Group, Ltd. | 393 | $219.7K | 0.09% | +393 | New |
| CWA Asset Management Group, LLC | 392 | $219.2K | 0.02% | −61−13.5% | Reduced |
| Red Wave Investments LLC | 391 | $218.6K | 0.09% | +391 | New |
| Cottonwood Capital Advisors, LLC | 391 | $218.6K | 0.20% | +391 | New |
| Peak Planning Group, LLC | 391 | $218.6K | 0.19% | +391 | New |
| Advisor OS, LLC | 390 | $218.0K | 0.06% | +390 | New |
| Rollins Financial | 389 | $218.0K | 0.08% | −239−38.1% | Reduced |
| Patton Fund Management, Inc. | 381 | $213.0K | 0.06% | +381 | New |
| Renasant Bank | 380 | $212.5K | 0.16% | +380 | New |
| Howland Capital Management LLC | 378 | $211.4K | 0.01% | −145−27.7% | Reduced |
| Circle Wealth Management, LLC | 378 | $211.4K | 0.03% | +378 | New |
| Smith Anglin Financial, LLC | 378 | $211.3K | 0.04% | +378 | New |
| Tudor Investment Corp Et Al | 377 | $211.0K | 0.01% | +377 | New |
| Elgethun Capital Management | 375 | $210.1K | 0.08% | 00.0% | Unchanged |
