| Avalon Trust Co | 784 | $192.9K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 789 | $194.2K | 0.17% | −422−34.8% | Reduced |
| Icon Wealth Partners, LLC | 795 | $195.6K | 0.02% | +182+29.7% | Added |
| Intrepid Capital Management Inc | 796 | $195.9K | 0.14% | +796 | New |
| Pinnacle Bancorp, Inc. | 797 | $196.1K | 0.07% | +79+11.0% | Added |
| Bridge Advisory, LLC | 815 | $200.5K | 0.07% | +815 | New |
| Alpine Woods Capital Investors, LLC | 821 | $202.0K | 0.03% | +821 | New |
| Stonebridge Financial Planning Group, LLC | 825 | $203.0K | 0.12% | +825 | New |
| First National Bank of Omaha | 826 | $203.2K | 0.01% | +826 | New |
| Hanlon Investment Management, Inc. | 826 | $203.2K | 0.06% | +826 | New |
| JT Stratford LLC | 830 | $204.2K | 0.05% | +830 | New |
| Versant Capital Management, Inc | 830 | $204.3K | 0.07% | −35−4.0% | Reduced |
| Rise Advisors, LLC | 832 | $204.7K | 0.16% | +43+5.4% | Added |
| NEIRG Wealth Management, LLC | 833 | $204.9K | 0.04% | −6,584−88.8% | Reduced |
| BEAM Asset Management, LLC | 836 | $205.6K | 0.14% | +836 | New |
| Castle Rock Wealth Management, LLC | 859 | $206.4K | 0.07% | +859 | New |
| Blodgett Wealth Advisors, LLC | 839 | $206.4K | 0.21% | +839 | New |
| Gemmer Asset Management LLC | 839 | $206.4K | 0.03% | +839 | New |
| Security National Bank of Sioux City Iowa | 839 | $206.4K | 0.16% | +839 | New |
| Encompass Wealth Advisors, LLC | 841 | $206.9K | 0.07% | +841 | New |
| First National Bank of South Miami | 842 | $207.2K | 0.17% | +152+22.0% | Added |
| Smallwood Wealth Investment Management, LLC | 845 | $207.8K | 0.19% | +845 | New |
| Lavaca Capital LLC | 845 | $207.9K | 0.06% | −275−24.6% | Reduced |
| Verus Financial Partners, Inc. | 794 | $208.2K | 0.03% | +794 | New |
| Carmel Capital Partners, LLC | 847 | $208.4K | 0.11% | +52+6.5% | Added |
| Capital City Trust Co | 847 | $208.4K | 0.06% | +847 | New |
| Cook Wealth Management Group LLC | 809 | $209.0K | 0.16% | +809 | New |
| PFG Investments, LLC | 850 | $209.1K | 0.04% | +850 | New |
| Requisite Capital Management, LLC | 851 | $209.5K | 0.05% | +851 | New |
| E Fund Management Co., Ltd. | 861 | $212.0K | 0.02% | −109−11.2% | Reduced |
| West Michigan Advisors, LLC | 865 | $212.8K | 0.09% | +865 | New |
| Eagle Bay Advisors LLC | 865 | $213.0K | 0.12% | −54−5.9% | Reduced |
| AlphaQ Advisors LLC | 867 | $213.3K | 0.16% | +867 | New |
| Foster Dykema Cabot & Co Inc | 869 | $214.0K | 0.03% | +195+28.9% | Added |
| American Institute for Advanced Investment Management, LLP | 870 | $214.1K | 0.19% | −89−9.3% | Reduced |
| PCA Investment Advisory Services Inc. | 870 | $214.1K | 0.13% | +870 | New |
| Per Stirling Capital Management, LLC. | 871 | $214.2K | 0.04% | −869−49.9% | Reduced |
| Sabal Trust CO | 872 | $214.6K | 0.01% | −138−13.7% | Reduced |
| Palogic Value Management, L.P. | 872 | $214.6K | 0.10% | −38−4.2% | Reduced |
| Ballew Advisors, Inc | 849 | $214.7K | 0.16% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 873 | $214.8K | 0.04% | −125−12.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 874 | $215.0K | 0.14% | +874 | New |
| Orion Capital Management LLC | 874 | $215.0K | 0.14% | +5+0.6% | Added |
| Adams Wealth Management | 876 | $215.5K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 868 | $216.0K | 0.09% | +868 | New |
| Trust Co | 880 | $216.5K | 0.03% | −2,331−72.6% | Reduced |
| Laffer Tengler Investments | 881 | $216.8K | 0.06% | −3,607−80.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 882 | $217.0K | 0.01% | −24,689−96.6% | Reduced |
| Meeder Asset Management Inc | 884 | $217.5K | 0.02% | −81−8.4% | Reduced |
| ERTS Wealth Advisors, LLC | 885 | $217.8K | 0.05% | −195−18.1% | Reduced |
| Accel Wealth Management | 887 | $218.2K | 0.12% | +295+49.8% | Added |
| Kornitzer Capital Management Inc | 887 | $218.2K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 891 | $219.1K | 0.04% | −380−29.9% | Reduced |
| Aveo Capital Partners, LLC | 893 | $219.7K | 0.03% | +893 | New |
| Ossiam | 894 | $220.0K | 0.00% | +894 | New |
| TD Ameritrade Investment Management, LLC | 899 | $221.0K | 0.00% | −294−24.6% | Reduced |
| Baker Ellis Asset Management LLC | 900 | $221.4K | 0.04% | −23−2.5% | Reduced |
| Shufro Rose & Co LLC | 900 | $221.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 900 | $221.4K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 900 | $221.4K | 0.00% | 00.0% | Unchanged |
| Balboa Wealth Partners | 901 | $221.8K | 0.08% | −470−34.3% | Reduced |
| Sunflower Bank, N.A. | 903 | $222.2K | 0.05% | −18−2.0% | Reduced |
| Anchor Capital Advisors LLC | 905 | $222.7K | 0.01% | −175−16.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 906 | $222.9K | 0.15% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 908 | $223.4K | 0.10% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 909 | $223.6K | 0.20% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 911 | $224.0K | 0.16% | +3+0.3% | Added |
| PAX Financial Group, LLC | 911 | $224.2K | 0.05% | −19−2.0% | Reduced |
| Angeles Investment Advisors, LLC | 913 | $224.6K | 0.02% | +913 | New |
| JTC Employer Solutions Trusteee Ltd | 920 | $226.0K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 924 | $227.4K | 0.09% | +924 | New |
| Citizens & Northern Corp | 925 | $227.6K | 0.09% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 925 | $227.6K | 0.19% | +50+5.7% | Added |
| Eclectic Associates Inc | 926 | $227.8K | 0.11% | −27−2.8% | Reduced |
| Brady Family Wealth, LLC | 929 | $228.6K | 0.09% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 930 | $228.8K | 0.04% | +930 | New |
| S.A. Mason LLC | 1,000 | $228.8K | 0.17% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 930 | $228.9K | 0.17% | −854−47.9% | Reduced |
| Deuterium Capital Management, LLC | 932 | $229.3K | 0.32% | +932 | New |
| Aua Capital Management, LLC | 933 | $229.6K | 0.16% | −200−17.7% | Reduced |
| Crane Advisory, LLC | 944 | $231.1K | 0.07% | +944 | New |
| ProVise Management Group, LLC | 946 | $232.8K | 0.02% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 950 | $233.7K | 0.15% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 950 | $233.7K | 0.12% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 950 | $234.0K | 0.09% | −100−9.5% | Reduced |
| Ifrah Financial Services, Inc. | 953 | $234.5K | 0.07% | −16−1.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 954 | $234.7K | 0.07% | +954 | New |
| Highview Capital Management LLC | 960 | $236.2K | 0.13% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 939 | $237.5K | 0.10% | +939 | New |
| Lake Street Financial LLC | 967 | $238.0K | 0.04% | −39−3.9% | Reduced |
| Wedge Capital Management L L P | 970 | $238.7K | 0.00% | −34−3.4% | Reduced |
| Foster Group, Inc. | 971 | $238.8K | 0.01% | +55+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 975 | $239.9K | 0.00% | +243+33.2% | Added |
| waypoint wealth counsel | 976 | $240.2K | 0.21% | −3,360−77.5% | Reduced |
| Rede Wealth, LLC | 976 | $240.2K | 0.11% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 978 | $240.6K | 0.14% | −11−1.1% | Reduced |
| Exchange Capital Management, Inc. | 979 | $240.9K | 0.04% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 979 | $241.0K | 0.04% | +34+3.6% | Added |
| Financial Perspectives, Inc | 980 | $241.1K | 0.11% | 00.0% | Unchanged |
| Martingale Asset Management L P | 980 | $241.1K | 0.00% | +12+1.2% | Added |
