| Infrastructure Capital Advisors, LLC | 1,039 | $236.6K | 0.03% | +1,039 | New |
| Patrick M Sweeney & Associates, Inc | 1,037 | $236.0K | 0.19% | +1,037 | New |
| Apexium Financial, LP | 1,033 | $235.2K | 0.02% | +1,033 | New |
| Zega Financial, LLC | 1,030 | $234.6K | 0.10% | −336−24.6% | Reduced |
| Trustmark National Bank Trust Department | 1,029 | $234.3K | 0.02% | +1,029 | New |
| XML Financial, LLC | 1,025 | $233.4K | 0.02% | +1,025 | New |
| Claris Advisors, LLC | 1,023 | $233.0K | 0.12% | +1,023 | New |
| Headlands Technologies LLC | 1,023 | $232.9K | 0.06% | −9,261−90.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 986 | $232.3K | 0.04% | +986 | New |
| FIL Ltd | 1,020 | $232.2K | 0.00% | −76,376−98.7% | Reduced |
| MBL Wealth, LLC | 1,020 | $232.2K | 0.03% | +1,020 | New |
| Stonebridge Capital Management Inc | 1,020 | $232.0K | 0.10% | +1,020 | New |
| CRA Financial Services, LLC | 1,017 | $231.6K | 0.05% | +1,017 | New |
| Savvy Advisors, Inc. | 1,016 | $231.3K | 0.13% | +1,016 | New |
| Davies Financial Advisors, Inc. | 1,016 | $231.3K | 0.24% | +1,016 | New |
| Intrua Financial, LLC | 1,016 | $231.3K | 0.04% | +1,016 | New |
| NorthStar Asset Management LLC | 1,012 | $230.5K | 0.17% | +1,012 | New |
| Mosaic Financial Group, LLC | 1,009 | $230.0K | 0.18% | +1,009 | New |
| Everpar Advisors LLC | 1,010 | $230.0K | 0.14% | +1,010 | New |
| Optas, LLC | 1,008 | $229.5K | 0.06% | +1,008 | New |
| Central Valley Advisors, LLC | 1,007 | $229.3K | 0.12% | +1,007 | New |
| Jaffetilchin Investment Partners, LLC | 1,007 | $229.2K | 0.02% | +1,007 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $228.8K | 0.11% | +5+0.5% | Added |
| Close Asset Management Ltd | 1,001 | $228.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $228.0K | 0.18% | +1,000 | New |
| TFB Advisors LLC | 985 | $228.0K | 0.08% | +985 | New |
| Oarsman Capital, Inc. | 1,001 | $227.9K | 0.05% | −175−14.9% | Reduced |
| Pathway Financial Advisers, LLC | 1,000 | $227.9K | 0.08% | +257+34.6% | Added |
| Old Second National Bank of Aurora | 1,000 | $227.7K | 0.06% | −100−9.1% | Reduced |
| Coho Partners, Ltd. | 1,000 | $227.7K | 0.01% | +1,000 | New |
| Wealthstar Advisors, LLC | 998 | $227.4K | 0.08% | +998 | New |
| First National Corp | 1,213 | $227.3K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 997 | $227.0K | 0.01% | +95+10.5% | Added |
| FSA Advisors, Inc. | 993 | $226.1K | 0.24% | +993 | New |
| Royal Fund Management, LLC | 986 | $224.6K | 0.03% | +986 | New |
| Osterweis Capital Management Inc | 982 | $223.6K | 0.01% | 00.0% | Unchanged |
| BIP Wealth, LLC | 982 | $223.6K | 0.02% | +982 | New |
| NavPoint Financial, Inc. | 981 | $223.4K | 0.19% | +981 | New |
| Cowa, LLC | 975 | $222.0K | 0.13% | +975 | New |
| Harel Insurance Investments & Financial Services Ltd. | 969 | $221.0K | 0.00% | −90−8.5% | Reduced |
| Family Asset Management, LLC | 969 | $220.6K | 0.14% | +969 | New |
| Monument Capital Management | 966 | $220.0K | 0.06% | +966 | New |
| Aigen Investment Management, LP | 960 | $218.6K | 0.05% | +960 | New |
| Seeds Investor LLC | 958 | $218.1K | 0.20% | −127−11.7% | Reduced |
| Boothbay Fund Management, LLC | 956 | $217.7K | 0.01% | +956 | New |
| First Nebraska Trust Co | 955 | $217.4K | 0.02% | +955 | New |
| Newbridge Financial Services Group, Inc. | 953 | $217.0K | 0.09% | +953 | New |
| Harbor Group, Inc. | 952 | $216.8K | 0.06% | +952 | New |
| Princeton Capital Management LLC | 951 | $216.5K | 0.08% | +951 | New |
| Imprint Wealth LLC | 951 | $216.5K | 0.05% | +951 | New |
| Capital Investment Advisory Services, LLC | 948 | $215.8K | 0.02% | +948 | New |
| Moss Adams Wealth Advisors LLC | 946 | $215.5K | 0.03% | −604−39.0% | Reduced |
| Ackerman Capital Advisors, LLC | 946 | $215.4K | 0.06% | +946 | New |
| Marathon Capital Management | 945 | $215.2K | 0.05% | +945 | New |
| Aprio Wealth Management, LLC | 945 | $215.2K | 0.04% | +945 | New |
| Woodley Farra Manion Portfolio Management Inc | 943 | $214.7K | 0.01% | +943 | New |
| CM Wealth Advisors LLC | 910 | $214.2K | 0.06% | +910 | New |
| PFG Private Wealth Management, LLC | 940 | $214.0K | 0.13% | +61+6.9% | Added |
| WR Wealth Planners, LLC | 940 | $214.0K | 0.07% | +940 | New |
| Ausdal Financial Partners, Inc. | 938 | $213.6K | 0.02% | −237−20.2% | Reduced |
| M3 Advisory Group, LLC | 937 | $213.3K | 0.19% | +937 | New |
| Abel Hall, LLC | 937 | $213.3K | 0.16% | +937 | New |
| General Partner, Inc. | 936 | $213.1K | 0.13% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 936 | $213.1K | 0.02% | +936 | New |
| Arbor Trust Wealth Advisors, LLC | 975 | $212.9K | 0.12% | +975 | New |
| Narus Financial Partners, LLC | 934 | $212.7K | 0.09% | +934 | New |
| SevenBridge Financial Group, LLC | 921 | $212.5K | 0.05% | −274−22.9% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $212.2K | 0.00% | +932 | New |
| Advisory Alpha, LLC | 931 | $212.0K | 0.01% | +931 | New |
| CAP Partners, LLC | 927 | $211.1K | 0.19% | +927 | New |
| Signal Advisors Wealth, LLC | 925 | $210.7K | 0.05% | +925 | New |
| WT Wealth Management | 923 | $210.2K | 0.08% | +923 | New |
| Saxony Capital Management, LLC | 921 | $209.8K | 0.25% | +921 | New |
| Edgemoor Investment Advisors, Inc. | 921 | $209.7K | 0.02% | +921 | New |
| Alterna Wealth Management, Inc | 920 | $209.5K | 0.21% | +920 | New |
| Stephenson & Company, Inc. | 918 | $209.0K | 0.15% | +918 | New |
| Fortress Wealth Group, LLC | 871 | $208.4K | 0.11% | +871 | New |
| Accretive Wealth Partners, LLC | 900 | $207.7K | 0.09% | +900 | New |
| Roberts Wealth Advisors, LLC | 950 | $207.5K | 0.08% | +950 | New |
| Latitude Advisors, LLC | 910 | $207.3K | 0.13% | +910 | New |
| Meritage Portfolio Management | 909 | $207.0K | 0.01% | +909 | New |
| Levy Wealth Management Group, LLC | 1,103 | $206.7K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,262 | $206.7K | 0.15% | −1,042−45.2% | Reduced |
| Main Street Financial Solutions, LLC | 908 | $206.7K | 0.02% | +908 | New |
| Planning Directions Inc | 905 | $206.0K | 0.14% | +905 | New |
| Goepper Burkhardt LLC | 850 | $206.0K | 0.10% | +850 | New |
| M. Kraus & Co | 903 | $205.6K | 0.06% | +903 | New |
| American Financial Advisors, LLC | 901 | $205.2K | 0.03% | +901 | New |
| Alesco Advisors LLC | 900 | $204.9K | 0.01% | +900 | New |
| Talbot Financial, LLC | 900 | $204.9K | 0.03% | +900 | New |
| Apella Capital, LLC | 930 | $204.4K | 0.01% | +930 | New |
| Intrust Bank NA | 896 | $204.0K | 0.02% | +896 | New |
| Financial Engines Advisors L.L.C. | 895 | $203.8K | 0.00% | +895 | New |
| Northwest Capital Management Inc | 888 | $202.2K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $201.3K | 0.08% | −50−5.4% | Reduced |
| Patton Albertson Miller Group, LLC | 881 | $200.6K | 0.03% | +881 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 881 | $200.6K | 0.09% | +881 | New |
| Wealth Effects LLC | 880 | $200.4K | 0.07% | +880 | New |
| Wolff Wiese Magana LLC | 865 | $197.0K | 0.17% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 825 | $194.3K | 0.08% | 00.0% | Unchanged |
