| Shufro Rose & Co LLC | 900 | $245.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 900 | $245.7K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 900 | $245.7K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 900 | $245.7K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 900 | $245.7K | 0.10% | −24−2.6% | Reduced |
| Verus Financial Partners, Inc. | 914 | $245.0K | 0.03% | +120+15.1% | Added |
| GW Henssler & Associates Ltd | 891 | $243.2K | 0.02% | +891 | New |
| Moss Adams Wealth Advisors LLC | 891 | $243.2K | 0.08% | +891 | New |
| WealthPlan Investment Management, LLC | 890 | $243.0K | 0.04% | +300+50.8% | Added |
| Angeles Investment Advisors, LLC | 888 | $242.4K | 0.02% | −25−2.7% | Reduced |
| Kornitzer Capital Management Inc | 887 | $242.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 885 | $241.0K | 0.07% | −164−15.6% | Reduced |
| Laffer Tengler Investments | 881 | $240.5K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 881 | $240.4K | 0.13% | −6−0.7% | Reduced |
| OneAscent Wealth Management LLC | 879 | $240.0K | 0.11% | +879 | New |
| Baystate Wealth Management LLC | 878 | $239.8K | 0.02% | +145+19.8% | Added |
| ProVise Management Group, LLC | 876 | $239.1K | 0.02% | −70−7.4% | Reduced |
| Adams Wealth Management | 876 | $239.1K | 0.08% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 875 | $239.0K | 0.18% | +1+0.1% | Added |
| Orion Capital Management LLC | 874 | $238.6K | 0.16% | 00.0% | Unchanged |
| Sabal Trust CO | 872 | $238.1K | 0.02% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 871 | $237.7K | 0.05% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 870 | $237.6K | 0.17% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 870 | $237.5K | 0.22% | 00.0% | Unchanged |
| First Affirmative Financial Network | 870 | $237.5K | 0.23% | −115−11.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 869 | $237.0K | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 868 | $237.0K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 865 | $236.3K | 0.04% | +15+1.8% | Added |
| Carmel Capital Partners, LLC | 865 | $236.1K | 0.11% | +18+2.1% | Added |
| Stonebridge Financial Planning Group, LLC | 865 | $236.1K | 0.15% | +40+4.8% | Added |
| HBW Advisory Services LLC | 864 | $236.0K | 0.05% | −448−34.1% | Reduced |
| PAX Financial Group, LLC | 863 | $235.5K | 0.05% | −48−5.3% | Reduced |
| Requisite Capital Management, LLC | 855 | $233.5K | 0.06% | +4+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 975 | $233.1K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 850 | $232.1K | 0.12% | −15−1.7% | Reduced |
| Palogic Value Management, L.P. | 845 | $230.7K | 0.11% | −27−3.1% | Reduced |
| Main Street Financial Solutions, LLC | 844 | $230.5K | 0.03% | +844 | New |
| Aveo Capital Partners, LLC | 844 | $230.4K | 0.03% | −49−5.5% | Reduced |
| Certified Advisory Corp | 841 | $229.6K | 0.04% | −50−5.6% | Reduced |
| Encompass Wealth Advisors, LLC | 841 | $229.6K | 0.08% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 841 | $229.5K | 0.15% | −137−14.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 840 | $229.2K | 0.25% | +1+0.1% | Added |
| Security National Bank of Sioux City Iowa | 839 | $229.0K | 0.18% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 836 | $228.2K | 0.20% | −3,819−82.0% | Reduced |
| BEAM Asset Management, LLC | 835 | $227.9K | 0.16% | −1−0.1% | Reduced |
| Stewart & Patten Co LLC | 833 | $227.4K | 0.04% | −40−4.6% | Reduced |
| Trellis Advisors, LLC | 828 | $226.0K | 0.10% | +828 | New |
| Fortune 45 LLC | 828 | $225.9K | 0.23% | +828 | New |
| Ballew Advisors, Inc | 850 | $225.3K | 0.19% | +1+0.1% | Added |
| AlphaCore Capital LLC | 825 | $225.2K | 0.04% | +825 | New |
| Strategic Wealth Partners, Ltd. | 825 | $225.2K | 0.03% | +825 | New |
| Bridge Advisory, LLC | 824 | $225.0K | 0.08% | +9+1.1% | Added |
| Alpine Woods Capital Investors, LLC | 821 | $224.0K | 0.04% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 819 | $223.6K | 0.05% | −84−9.3% | Reduced |
| Concorde Asset Management, LLC | 818 | $223.3K | 0.20% | −196−19.3% | Reduced |
| Carlson Capital Management | 816 | $222.7K | 0.01% | +816 | New |
| Borer Denton & Associates, Inc. | 812 | $221.7K | 0.09% | +812 | New |
| Aprio Wealth Management, LLC | 810 | $221.1K | 0.06% | +810 | New |
| GTS Securities LLC | 809 | $220.9K | 0.00% | −1,730−68.1% | Reduced |
| JT Stratford LLC | 808 | $220.6K | 0.06% | −22−2.7% | Reduced |
| Coco Enterprises, LLC | 808 | $220.6K | 0.18% | +808 | New |
| Keystone Financial Group | 808 | $220.6K | 0.04% | +808 | New |
| Capital City Trust Co | 807 | $220.3K | 0.07% | −40−4.7% | Reduced |
| Axim Planning & Wealth | 800 | $218.4K | 0.19% | +800 | New |
| Clear Street Markets LLC | 800 | $218.0K | 0.15% | −1,061−57.0% | Reduced |
| E Fund Management Co., Ltd. | 797 | $218.0K | 0.02% | −64−7.4% | Reduced |
| D'Orazio & Associates, Inc. | 797 | $217.6K | 0.05% | +797 | New |
| Pinnacle Bancorp, Inc. | 797 | $217.6K | 0.08% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 795 | $217.0K | 0.04% | +795 | New |
| Clarity Financial LLC | 793 | $216.5K | 0.04% | +793 | New |
| Icon Wealth Partners, LLC | 791 | $215.9K | 0.02% | −4−0.5% | Reduced |
| McDonald Partners LLC | 791 | $215.8K | 0.07% | +791 | New |
| Lavaca Capital LLC | 790 | $215.7K | 0.08% | −55−6.5% | Reduced |
| Westside Investment Management, Inc. | 789 | $215.5K | 0.06% | +80+11.3% | Added |
| One Charles Private Wealth Services, LLC | 788 | $215.0K | 0.13% | +788 | New |
| Holland Advisory Services, Inc. | 787 | $214.8K | 0.27% | +787 | New |
| Avalon Trust Co | 784 | $214.0K | 0.02% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 781 | $213.2K | 0.08% | +781 | New |
| CFO4Life Group, LLC | 780 | $213.1K | 0.05% | +780 | New |
| Cohen & Steers, Inc. | 781 | $213.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 780 | $212.9K | 0.25% | +780 | New |
| Disciplined Investments, LLC | 778 | $212.4K | 0.13% | +2+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 798 | $212.3K | 0.02% | −226−22.1% | Reduced |
| Bouchey Financial Group Ltd | 778 | $212.3K | 0.03% | +778 | New |
| Koss-Olinger Consulting, LLC | 777 | $212.0K | 0.03% | +777 | New |
| Rede Wealth, LLC | 776 | $212.0K | 0.11% | −200−20.5% | Reduced |
| Gamco Investors, Inc. Et Al | 774 | $211.3K | 0.00% | −673−46.5% | Reduced |
| Northcape Wealth Management, LLC | 774 | $211.3K | 0.08% | −381−33.0% | Reduced |
| Cascade Investment Group, Inc. | 774 | $211.3K | 0.20% | +774 | New |
| Cutter & CO Brokerage, Inc. | 772 | $210.8K | 0.06% | +772 | New |
| Channel Wealth LLC | 771 | $210.5K | 0.12% | +771 | New |
| Vicus Capital | 771 | $210.3K | 0.02% | +771 | New |
| OneAscent Financial Services LLC | 769 | $210.0K | 0.05% | +769 | New |
| Fortress Wealth Group, LLC | 777 | $208.9K | 0.14% | +777 | New |
| Walkner Condon Financial Advisors LLC | 763 | $208.3K | 0.06% | +763 | New |
| Broadleaf Partners, LLC | 760 | $207.5K | 0.07% | +760 | New |
| Tilia Fiduciary Partners, Inc. | 758 | $207.0K | 0.22% | −31−3.9% | Reduced |
| Linscomb & Williams, Inc. | 758 | $206.9K | 0.01% | +758 | New |
| McIlrath & Eck, LLC | 756 | $206.4K | 0.04% | +17+2.3% | Added |
| Peddock Capital Advisors, LLC | 755 | $206.0K | 0.07% | +755 | New |
