| WPWealth LLP | 127 | $203.9K | 0.05% | +127 | New |
| NWF Advisory Services Inc. | 127 | $203.9K | 0.03% | +127 | New |
| Palisades Hudson Asset Management, L.P. | 127 | $204.0K | 0.09% | +127 | New |
| Foster Dykema Cabot & Partners, LLC | 128 | $205.5K | 0.02% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 128 | $205.9K | 0.08% | +128 | New |
| Harrington Investments, INC | 129 | $207.1K | 0.12% | +129 | New |
| AIMZ Investment Advisors, LLC | 129 | $207.1K | 0.07% | +129 | New |
| WorthPointe, LLC | 130 | $208.0K | 0.09% | −36−21.7% | Reduced |
| Cape Ann Savings Bank | 130 | $208.7K | 0.13% | +130 | New |
| Seelaus Asset Management LLC | 130 | $208.7K | 0.21% | +130 | New |
| Lebenthal Global Advisors, LLC | 130 | $208.7K | 0.05% | +130 | New |
| Lathrop Investment Management Corp | 131 | $210.0K | 0.04% | +131 | New |
| Rodgers Brothers Inc. | 131 | $210.3K | 0.03% | +131 | New |
| Howard Capital Management Group, LLC | 131 | $210.3K | 0.02% | +131 | New |
| RiverGlades Family Offices LLC | 131 | $210.3K | 0.16% | +131 | New |
| Significant Wealth Partners LLC | 131 | $210.4K | 0.12% | +131 | New |
| Westport Asset Management Inc | 1,312 | $210.6K | 0.11% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 131 | $210.9K | 0.03% | +131 | New |
| North Star Investment Management Corp. | 132 | $211.2K | 0.02% | −4−2.9% | Reduced |
| Claret Asset Management Corp | 132 | $212.0K | 0.04% | −36−21.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 132 | $212.5K | 0.02% | +132 | New |
| Capital Square, LLC | 1,319 | $212.5K | 0.14% | +1,319 | New |
| TFC Financial Management | 133 | $213.5K | 0.04% | +17+14.7% | Added |
| Bullseye Investment Management, LLC | 1,372 | $214.3K | 0.14% | +1,148+512.5% | Added |
| Wendell David Associates Inc | 134 | $215.0K | 0.02% | +134 | New |
| Werba Rubin Papier Wealth Management | 134 | $215.1K | 0.06% | −81−37.7% | Reduced |
| City State Bank | 134 | $215.1K | 0.09% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 134 | $215.1K | 0.00% | +50+59.5% | Added |
| Scarborough Advisors, LLC | 134 | $215.3K | 0.09% | +69+106.2% | Added |
| Great Waters Wealth Management | 135 | $216.6K | 0.03% | +135 | New |
| First Long Island Investors, LLC | 135 | $216.7K | 0.02% | +135 | New |
| Private Capital Management, LLC | 135 | $216.8K | 0.03% | +135 | New |
| Mascoma Wealth Management LLC | 136 | $218.4K | 0.06% | +8+6.3% | Added |
| Providence Capital Advisors, LLC | 136 | $218.4K | 0.05% | +9+7.1% | Added |
| Cary Street Partners Asset Management LLC | 136 | $218.4K | 0.03% | +136 | New |
| LMG Wealth Partners, LLC | 136 | $218.4K | 0.05% | +136 | New |
| Sterling Financial Group, Inc. | 136 | $218.4K | 0.10% | +136 | New |
| Mach-1 Financial Group, Inc. | 136 | $218.4K | 0.15% | +136 | New |
| Brookmont Capital Management | 137 | $219.2K | 0.12% | −27−16.5% | Reduced |
| Heartwood Wealth Advisors LLC | 137 | $220.0K | 0.03% | +137 | New |
| Acorn Financial Advisory Services Inc | 138 | $220.8K | 0.04% | +138 | New |
| Madison Wealth Partners, Inc | 138 | $221.4K | 0.08% | +138 | New |
| Montgomery Investment Management Inc | 138 | $221.6K | 0.09% | +138 | New |
| Delap Wealth Advisory, LLC | 138 | $221.8K | 0.10% | −896−86.7% | Reduced |
| Lutz Financial Services LLC | 140 | $224.8K | 0.02% | −95−40.4% | Reduced |
| Boltwood Capital Management | 140 | $224.8K | 0.07% | +140 | New |
| Obsidian Personal Planning Solutions LLC | 140 | $224.8K | 0.14% | +140 | New |
| Harbour Trust & Investment Management Co | 140 | $224.8K | 0.03% | +140 | New |
| Bell Investment Advisors, Inc | 140 | $224.8K | 0.04% | +4+2.9% | Added |
| Keystone Wealth Services, LLC | 140 | $225.2K | 0.07% | −19−11.9% | Reduced |
| Steele Capital Management, Inc. | 141 | $226.1K | 0.01% | +141 | New |
| Disciplined Growth Investors Inc | 142 | $228.0K | 0.00% | +142 | New |
| SilverOak Wealth Management LLC | 142 | $228.0K | 0.05% | +142 | New |
| Blue Square Asset Management, LLC | 142 | $228.0K | 0.13% | +142 | New |
| Skyline Advisors, Inc. | 143 | $229.3K | 0.10% | +143 | New |
| Heritage Wealth Management, Inc./Texas | 143 | $229.6K | 0.14% | +143 | New |
| LifePlan Investment Advisors, Inc. | 144 | $231.2K | 0.17% | +144 | New |
| Arrien Investments, Inc. | 145 | $232.8K | 0.18% | −8−5.2% | Reduced |
| Spirit of America Management Corp | 145 | $232.8K | 0.05% | +45+45.0% | Added |
| McRae Capital Management Inc | 145 | $232.8K | 0.05% | +145 | New |
| NTV Asset Management LLC | 145 | $232.8K | 0.03% | +145 | New |
| Blue Edge Capital, LLC | 145 | $232.8K | 0.04% | +145 | New |
| Retirement Income Solutions, Inc | 145 | $232.8K | 0.06% | +145 | New |
| Birchcreek Wealth Management, LLC | 145 | $232.8K | 0.13% | +145 | New |
| Lansing Street Advisors | 145 | $232.8K | 0.10% | +145 | New |
| Family Asset Management, LLC | 145 | $232.9K | 0.15% | −7−4.6% | Reduced |
| Martin Capital Partners, LLC | 145 | $233.0K | 0.09% | +145 | New |
| Burns Matteson Capital Management, LLC | 145 | $233.3K | 0.15% | +145 | New |
| Guardian Financial Partners, LLC | 146 | $233.7K | 0.16% | +146 | New |
| Bernardo Wealth Planning LLC | 146 | $234.2K | 0.06% | −106−42.1% | Reduced |
| Security National Bank of Sioux City Iowa | 146 | $234.4K | 0.17% | +146 | New |
| Fairview Capital Investment Management, LLC | 146 | $234.4K | 0.01% | +146 | New |
| Greenfield Savings Bank | 146 | $234.4K | 0.12% | +146 | New |
| Perennial Advisors, LLC | 146 | $234.4K | 0.05% | −9−5.8% | Reduced |
| WMS Partners, LLC | 146 | $234.4K | 0.01% | +146 | New |
| Strategic Wealth Designers | 144 | $236.3K | 0.03% | +144 | New |
| Weinberger Asset Management, Inc | 148 | $237.6K | 0.11% | +148 | New |
| Eaton-Cambridge Inc. | 148 | $237.6K | 0.12% | −3−2.0% | Reduced |
| Montag & Caldwell, LLC | 149 | $239.2K | 0.05% | +149 | New |
| Cadinha & Co LLC | 149 | $239.2K | 0.04% | +149 | New |
| ACT Advisors, LLC. | 149 | $239.4K | 0.12% | +149 | New |
| Advantage Trust Co | 150 | $240.8K | 0.17% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 150 | $240.8K | 0.04% | +150 | New |
| B&D White Capital Company, LLC | 150 | $240.8K | 0.05% | +150 | New |
| Waycross Partners, LLC | 150 | $240.8K | 0.04% | +150 | New |
| Riverwater Partners LLC | 151 | $242.4K | 0.18% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 151 | $242.4K | 0.05% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 151 | $242.4K | 0.21% | +13+9.4% | Added |
| Crescent Grove Advisors, LLC | 151 | $242.4K | 0.03% | +151 | New |
| FF Advisors,LLC | 151 | $242.4K | 0.17% | +151 | New |
| Hollow Brook Wealth Management LLC | 152 | $244.0K | 0.08% | −400−72.5% | Reduced |
| Oxford Wealth Group, LLC | 152 | $244.0K | 0.17% | −8−5.0% | Reduced |
| Towerpoint Wealth, LLC | 152 | $244.0K | 0.12% | +152 | New |
| Centiva Capital, LP | 153 | $245.6K | 0.01% | −328−68.2% | Reduced |
| Zuckerman Investment Group, LLC | 153 | $245.6K | 0.03% | 00.0% | Unchanged |
| Bath Savings Trust Co | 153 | $245.6K | 0.03% | +153 | New |
| Clearwater Capital Advisors, LLC | 153 | $245.6K | 0.03% | +153 | New |
| Evolution Wealth Advisors, LLC | 154 | $246.2K | 0.05% | −2−1.3% | Reduced |
| Bey-Douglas LLC | 1,540 | $247.2K | 0.23% | +1,540 | New |
| Intrepid Capital Management Inc | 154 | $247.3K | 0.16% | −82−34.7% | Reduced |
