| Menard Financial Group LLC | 564 | $241.8K | 0.58% | −799−58.6% | Reduced |
| Windmill Hill Asset Management Ltd | 564 | $241.8K | 0.16% | +564 | New |
| Echo Street Capital Management LLC | 569 | $244.0K | 0.00% | +569 | New |
| Morton Capital Management LLC | 570 | $244.2K | 0.10% | +570 | New |
| Icon Wealth Advisors, LLC | 571 | $244.8K | 0.03% | −4−0.7% | Reduced |
| Mascoma Wealth Management LLC | 573 | $245.7K | 0.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 575 | $246.2K | 0.06% | +575 | New |
| Wambolt & Associates, LLC | 575 | $246.5K | 0.09% | +575 | New |
| First Western Trust Bank | 576 | $247.0K | 0.01% | +576 | New |
| Monte Financial Group, LLC | 578 | $247.8K | 0.13% | +578 | New |
| Northwest Wealth Management, LLC | 579 | $248.3K | 0.11% | −902−60.9% | Reduced |
| Regal Investment Advisors LLC | 579 | $248.5K | 0.02% | +579 | New |
| Moss Adams Wealth Advisors LLC | 578 | $248.5K | 0.12% | +578 | New |
| Main Street Financial Solutions, LLC | 579 | $248.6K | 0.04% | +579 | New |
| Old North State Trust, LLC | 581 | $249.0K | 0.16% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 582 | $249.0K | 0.02% | +582 | New |
| Alpha Family Trust | 585 | $250.8K | 0.23% | +585 | New |
| SOA Wealth Advisors, LLC. | 585 | $250.8K | 0.07% | +52+9.8% | Added |
| Sage Mountain Advisors LLC | 587 | $251.7K | 0.06% | +587 | New |
| M. Kulyk & Associates, LLC | 587 | $251.7K | 0.08% | +587 | New |
| First Nebraska Trust Co | 587 | $251.7K | 0.03% | +587 | New |
| Allred Capital Management, LLC | 589 | $252.4K | 0.14% | +589 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 580 | $252.9K | 0.15% | −18−3.0% | Reduced |
| WP Advisors, LLC | 591 | $253.6K | 0.11% | +591 | New |
| MONECO Advisors, LLC | 592 | $253.8K | 0.09% | +592 | New |
| McLean Asset Management Corp | 595 | $255.1K | 0.09% | +22+3.8% | Added |
| Andesa Financial Management Inc. | 595 | $255.1K | 0.14% | −87−12.8% | Reduced |
| Balentine LLC | 597 | $256.0K | 0.01% | −38−6.0% | Reduced |
| First National Bank Sioux Falls | 598 | $256.4K | 0.19% | +598 | New |
| Pointe Capital Management LLC | 600 | $257.0K | 0.20% | −200−25.0% | Reduced |
| Hendley & Co Inc | 600 | $257.0K | 0.11% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 600 | $257.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 600 | $257.1K | 0.05% | +600 | New |
| New Jersey Better Educational Savings Trust | 600 | $257.3K | 0.76% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 600 | $257.3K | 0.00% | 00.0% | Unchanged |
| Virginia National Bank | 600 | $257.3K | 0.95% | 00.0% | Unchanged |
| Fractal Investments LLC | 600 | $257.3K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 600 | $257.3K | 0.04% | +395+192.7% | Added |
| F/M Investments LLC | 600 | $257.3K | 0.31% | +600 | New |
| Axim Planning & Wealth | 600 | $257.3K | 0.26% | +600 | New |
| Convergence Investment Partners, LLC | 600 | $257.4K | 0.15% | −60−9.1% | Reduced |
| Carr Financial Group Corp | 601 | $257.7K | 0.14% | +601 | New |
| Epic Trust Investment Advisors, LLC | 601 | $258.0K | 0.39% | +601 | New |
| St. Clair Advisors, LLC | 603 | $258.5K | 0.16% | +3+0.5% | Added |
| Sunbelt Securities, Inc. | 610 | $261.7K | 0.05% | +610 | New |
| MMBG Investment Advisors Co. | 610 | $262.0K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 615 | $263.7K | 0.08% | −440−41.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 615 | $263.7K | 0.05% | +172+38.8% | Added |
| Alta Wealth Advisors LLC | 618 | $265.0K | 0.18% | +618 | New |
| Mechanics Bank Trust Department | 620 | $265.8K | 0.05% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 621 | $266.0K | 0.09% | +621 | New |
| Symphony Financial, Ltd. Co. | 629 | $266.2K | 0.07% | +30+5.0% | Added |
| Iron Horse Wealth Management, LLC | 622 | $267.0K | 0.14% | +524+534.7% | Added |
| MBE Wealth Management, LLC | 623 | $267.3K | 0.17% | −120−16.2% | Reduced |
| Newton One Investments LLC | 625 | $268.0K | 0.17% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 626 | $268.6K | 0.02% | +10+1.6% | Added |
| Eagle Bay Advisors LLC | 627 | $268.8K | 0.15% | −321−33.9% | Reduced |
| Moseley Investment Management Inc | 629 | $269.9K | 0.19% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 630 | $270.0K | 0.02% | +6+1.0% | Added |
| American National Bank | 630 | $270.0K | 0.06% | +4+0.6% | Added |
| GeoWealth Management, LLC | 629 | $270.0K | 0.03% | +404+179.6% | Added |
| Wealth Effects LLC | 630 | $270.1K | 0.15% | −65−9.4% | Reduced |
| Bluesphere Advisors, LLC | 630 | $270.2K | 0.24% | +630 | New |
| First National Bank | 632 | $271.0K | 0.23% | −41−6.1% | Reduced |
| Clifford Group, LLC | 632 | $271.0K | 0.34% | +632 | New |
| Winch Advisory Services, LLC | 632 | $271.0K | 0.12% | +1+0.2% | Added |
| Johnson Midwest Financial, LLC | 633 | $271.0K | 0.99% | +1+0.2% | Added |
| Boothbay Fund Management, LLC | 634 | $271.8K | 0.01% | −5,448−89.6% | Reduced |
| Old Port Advisors | 634 | $271.8K | 0.10% | +10+1.6% | Added |
| Raleigh Capital Management Inc. | 634 | $271.9K | 0.14% | −27−4.1% | Reduced |
| Abacus Wealth Partners, LLC | 636 | $272.7K | 0.10% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 636 | $273.0K | 0.21% | −520−45.0% | Reduced |
| L2 Asset Management, LLC | 637 | $273.1K | 0.18% | +637 | New |
| Verus Financial Partners, Inc. | 646 | $273.3K | 0.04% | −3−0.5% | Reduced |
| Fortis Capital Advisors, LLC | 638 | $273.5K | 0.16% | +638 | New |
| Quantum Financial Advisors, LLC | 639 | $273.8K | 0.12% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 639 | $274.0K | 0.07% | +639 | New |
| Tandem Wealth Advisors LLC | 640 | $274.4K | 0.17% | +640 | New |
| Bedel Financial Consulting, Inc. | 641 | $274.6K | 0.07% | +1+0.2% | Added |
| M&G Investment Management Ltd | 641 | $275.0K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 642 | $275.3K | 0.19% | −24−3.6% | Reduced |
| World Equity Group, Inc. | 643 | $275.8K | 0.07% | −99−13.3% | Reduced |
| Gryphon Financial Partners LLC | 646 | $277.0K | 0.07% | +8+1.3% | Added |
| Cadent Capital Advisors, LLC | 646 | $277.1K | 0.17% | +38+6.3% | Added |
| Sargent Investment Group, LLC | 650 | $278.7K | 0.09% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 651 | $279.0K | 0.06% | −176−21.3% | Reduced |
| Tacita Capital Inc | 650 | $279.0K | 0.21% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 653 | $280.0K | 0.03% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 653 | $280.0K | 0.03% | +653 | New |
| Pin Oak Investment Advisors Inc | 652 | $280.0K | 0.35% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 653 | $280.1K | 0.04% | 00.0% | Unchanged |
| Meredith Wealth Planning | 656 | $281.2K | 0.24% | +656 | New |
| Retirement Planning Co of New England, Inc. | 656 | $281.3K | 0.18% | +42+6.8% | Added |
| SFE Investment Counsel | 690 | $281.9K | 0.09% | −55−7.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 660 | $283.0K | 0.16% | −72−9.8% | Reduced |
| Lebenthal Global Advisors, LLC | 660 | $283.0K | 0.09% | +660 | New |
| Diversified, LLC | 662 | $283.8K | 0.11% | +62+10.3% | Added |
| Gsa Capital Partners LLP | 662 | $284.0K | 0.04% | +662 | New |
| Kornitzer Capital Management Inc | 666 | $285.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 666 | $285.6K | 0.16% | −100−13.1% | Reduced |
