| Stamos Capital Partners, L.P. | 960 | $260.4K | 0.06% | −3,540−78.7% | Reduced |
| Shum Financial Group, Inc. | 943 | $260.2K | 0.22% | +943 | New |
| Davies Financial Advisors, Inc. | 959 | $260.2K | 0.23% | −74−7.2% | Reduced |
| Apella Capital, LLC | 960 | $260.2K | 0.01% | +29+3.1% | Added |
| Harbor Group, Inc. | 956 | $259.3K | 0.06% | +2+0.2% | Added |
| First Nebraska Trust Co | 955 | $259.0K | 0.03% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 955 | $259.0K | 0.14% | +955 | New |
| Octavia Wealth Advisors, LLC | 948 | $257.1K | 0.03% | −10−1.0% | Reduced |
| Ackerman Capital Advisors, LLC | 946 | $256.6K | 0.07% | 00.0% | Unchanged |
| Perpetual Ltd | 944 | $256.0K | 0.00% | −8,422−89.9% | Reduced |
| Port Capital LLC | 945 | $256.0K | 0.01% | −5−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 944 | $255.9K | 0.01% | +70+8.0% | Added |
| WT Wealth Management | 923 | $255.5K | 0.08% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 937 | $254.0K | 0.04% | +937 | New |
| Sterling Investment Counsel, LLC | 936 | $253.9K | 0.09% | +936 | New |
| General Partner, Inc. | 936 | $253.8K | 0.16% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 935 | $253.6K | 0.06% | +935 | New |
| West Michigan Advisors, LLC | 934 | $253.2K | 0.08% | +934 | New |
| Versant Capital Management, Inc | 933 | $253.0K | 0.06% | +101+12.1% | Added |
| Capital Markets Trading UK LLP | 932 | $253.0K | 0.23% | −19,815−95.5% | Reduced |
| Marest Capital, LLC | 933 | $252.9K | 0.21% | +933 | New |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $252.8K | 0.00% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 928 | $251.7K | 0.21% | −195−17.4% | Reduced |
| Wedge Capital Management L L P | 926 | $251.1K | 0.00% | −58−5.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 924 | $250.6K | 0.01% | −42−4.3% | Reduced |
| PFG Private Wealth Management, LLC | 924 | $250.6K | 0.15% | −9−1.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 921 | $249.8K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 920 | $249.6K | 0.04% | +920 | New |
| WealthShield Partners, LLC | 920 | $249.6K | 0.03% | +920 | New |
| Wintrust Investments LLC | 920 | $249.0K | 0.18% | −8,350−90.1% | Reduced |
| Stephenson & Company, Inc. | 918 | $249.0K | 0.17% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 917 | $248.7K | 0.06% | +917 | New |
| Main Street Financial Solutions, LLC | 913 | $247.7K | 0.02% | −49−5.1% | Reduced |
| Meritage Portfolio Management | 909 | $247.0K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 909 | $246.5K | 0.08% | +909 | New |
| Planning Directions Inc | 908 | $246.3K | 0.15% | +1+0.1% | Added |
| Barlow Wealth Partners, Inc. | 896 | $245.3K | 0.03% | +1+0.1% | Added |
| Accretive Wealth Partners, LLC | 900 | $244.1K | 0.10% | −4−0.4% | Reduced |
| Talbot Financial, LLC | 900 | $244.1K | 0.03% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 900 | $244.1K | 0.12% | +900 | New |
| Intrust Bank NA | 895 | $242.7K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 894 | $242.5K | 0.04% | +1+0.1% | Added |
| Latitude Advisors, LLC | 893 | $242.1K | 0.14% | −9−1.0% | Reduced |
| West Branch Capital LLC | 887 | $240.6K | 0.08% | +3+0.3% | Added |
| New Republic Capital, LLC | 881 | $239.0K | 0.14% | +881 | New |
| Bellwether Advisors, LLC | 879 | $238.4K | 0.05% | +879 | New |
| German American Bancorp, Inc. | 879 | $238.4K | 0.03% | −17−1.9% | Reduced |
| M. Kraus & Co | 878 | $238.1K | 0.07% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 877 | $237.9K | 0.02% | 00.0% | Unchanged |
| Zega Financial, LLC | 877 | $237.9K | 0.08% | +877 | New |
| Phillips Wealth Planners LLC | 844 | $237.7K | 0.23% | +844 | New |
| Prospect Hill Management, LLC | 875 | $237.3K | 0.12% | +875 | New |
| Fortress Wealth Group, LLC | 871 | $236.5K | 0.12% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 870 | $235.9K | 0.10% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 870 | $235.9K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 868 | $235.4K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 867 | $235.2K | 0.04% | +867 | New |
| JGP Wealth Management, LLC | 864 | $234.3K | 0.03% | +864 | New |
| Mustard Seed Financial, LLC | 863 | $234.0K | 0.19% | +863 | New |
| Smith & Howard Wealth Management, LLC | 861 | $233.4K | 0.07% | +861 | New |
| Angeles Investment Advisors, LLC | 859 | $233.0K | 0.01% | +859 | New |
| Osterweis Capital Management Inc | 858 | $232.7K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 856 | $232.1K | 0.04% | −92−9.7% | Reduced |
| Sunpointe, LLC | 856 | $232.1K | 0.19% | +856 | New |
| Susquehanna International Group Ltd. | 855 | $231.9K | 0.05% | +855 | New |
| Baltimore-Washington Financial Advisors, Inc. | 854 | $231.6K | 0.01% | +854 | New |
| Carmel Capital Partners, LLC | 851 | $230.8K | 0.09% | +851 | New |
| ELCO Management Co., LLC | 850 | $230.5K | 0.12% | +850 | New |
| Goepper Burkhardt LLC | 850 | $230.5K | 0.10% | +850 | New |
| First Heartland Consultants, Inc. | 849 | $230.0K | 0.02% | −37−4.2% | Reduced |
| apricus wealth, LLC | 847 | $229.7K | 0.15% | +847 | New |
| Sheets Smith Wealth Management | 846 | $229.5K | 0.03% | +846 | New |
| American Financial Advisors, LLC | 846 | $229.5K | 0.03% | −57−6.3% | Reduced |
| Northeast Financial Consultants Inc | 846 | $229.4K | 0.01% | +846 | New |
| Sonora Investment Management Group, LLC | 844 | $228.8K | 0.02% | −582−40.8% | Reduced |
| Castle Rock Wealth Management, LLC | 832 | $228.3K | 0.05% | +832 | New |
| Financial Council Asset Management Inc | 838 | $227.3K | 0.12% | +838 | New |
| Grant/GrossMendelsohn, LLC | 837 | $227.1K | 0.10% | +837 | New |
| Arbor Trust Wealth Advisors, LLC | 980 | $226.9K | 0.12% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 835 | $226.5K | 0.01% | −30−3.5% | Reduced |
| Narus Financial Partners, LLC | 833 | $225.9K | 0.08% | −100−10.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 832 | $225.8K | 0.11% | +832 | New |
| Sandbox Financial Partners, LLC | 832 | $225.7K | 0.08% | +832 | New |
| Correct Capital Wealth Management | 832 | $225.7K | 0.05% | +832 | New |
| Foster Victor Wealth Advisors, LLC | 831 | $225.6K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 830 | $225.1K | 0.11% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 829 | $225.0K | 0.03% | +829 | New |
| Jacobsen Capital Management | 827 | $224.3K | 0.09% | +827 | New |
| Woodward Financial Advisors, Inc. | 827 | $224.3K | 0.11% | +827 | New |
| Parsons Capital Management Inc | 826 | $224.0K | 0.01% | +826 | New |
| DecisionPoint Financial, LLC | 825 | $223.6K | 0.07% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 821 | $222.7K | 0.10% | +821 | New |
| Heritage Oak Wealth Advisors LLC | 821 | $222.7K | 0.10% | +821 | New |
| Consilium Wealth Advisory, LLC | 819 | $222.1K | 0.12% | +819 | New |
| GSB Wealth Management, LLC | 815 | $221.0K | 0.06% | +815 | New |
| New England Capital Financial Advisors LLC | 815 | $221.0K | 0.11% | +2+0.2% | Added |
| Ramiah Investment Group | 814 | $220.8K | 0.21% | +814 | New |
| IVC Wealth Advisors LLC | 814 | $220.8K | 0.12% | +814 | New |
| Turtle Creek Wealth Advisors, LLC | 814 | $220.8K | 0.04% | +814 | New |
| Clark Financial Services Group Inc | 807 | $218.9K | 0.20% | +807 | New |
