| Rachor Investment Advisory Services, LLC | 1,095 | $279.8K | 0.14% | −36−3.2% | Reduced |
| Enterprise Financial Services Corp | 1,095 | $279.7K | 0.11% | +1,095 | New |
| JB Capital LLC | 1,093 | $279.1K | 0.01% | +1,093 | New |
| Wall Street Financial Group, Inc. | 1,089 | $278.3K | 0.15% | +110+11.2% | Added |
| Symphony Financial, Ltd. Co. | 1,086 | $277.6K | 0.03% | −893−45.1% | Reduced |
| Gambit Capital Management, LLC | 1,084 | $276.9K | 0.16% | +1,084 | New |
| Northwest & Ethical Investments L.P. | 1,081 | $276.4K | 0.01% | −6,698−86.1% | Reduced |
| Panoramic Investment Advisors, LLC | 1,076 | $274.8K | 0.13% | +1,076 | New |
| ASB Consultores, LLC | 1,075 | $274.6K | 0.84% | +1,075 | New |
| Peak Planning Group, LLC | 1,071 | $273.7K | 0.06% | +1,071 | New |
| Prostatis Group LLC | 1,070 | $273.3K | 0.06% | +1,070 | New |
| West Wealth Group, LLC | 1,069 | $273.1K | 0.04% | +1,069 | New |
| Paces Ferry Wealth Advisors, LLC | 1,068 | $272.8K | 0.10% | +1,068 | New |
| Cedarwood Wealth LLC | 1,066 | $272.3K | 0.21% | +1,066 | New |
| AdviceOne Advisory Services, LLC | 1,063 | $271.6K | 0.15% | +1,063 | New |
| Berger Financial Group, Inc | 1,063 | $271.6K | 0.01% | +1,063 | New |
| Ketron Financial | 1,062 | $271.3K | 0.08% | +1,062 | New |
| Badgley Phelps Wealth Managers, LLC | 1,061 | $271.0K | 0.00% | −659−38.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,059 | $270.5K | 0.10% | +1,059 | New |
| Stablepoint Partners, LLC | 1,057 | $270.0K | 0.04% | +1,057 | New |
| Sendero Wealth Management, LLC | 1,054 | $269.2K | 0.03% | +1,054 | New |
| Epiq Partners, LLC | 1,054 | $269.2K | 0.11% | +1,054 | New |
| CFO4Life Group, LLC | 1,050 | $268.3K | 0.04% | +1,050 | New |
| Wescott Financial Advisory Group, LLC | 1,050 | $268.3K | 0.02% | +1,050 | New |
| Aurora Private Wealth, Inc. | 1,040 | $266.0K | 0.17% | +1,040 | New |
| Consolidated Planning Corp | 1,041 | $265.9K | 0.04% | +1,041 | New |
| Centurion Wealth Management LLC | 1,041 | $265.9K | 0.06% | +1,041 | New |
| Heritage Family Offices, LLP | 1,037 | $264.9K | 0.10% | +1,037 | New |
| Pacific Excel Wealth Advisors, Inc. | 1,037 | $264.9K | 0.10% | +1,037 | New |
| Oarsman Capital, Inc. | 1,034 | $264.0K | 0.03% | +1,034 | New |
| Ponta Wealth Partners, LLC | 1,033 | $263.9K | 0.14% | +1,033 | New |
| Dupree Financial Group, LLC | 1,032 | $263.6K | 0.10% | +1,032 | New |
| Crestmont Private Wealth LLC | 1,027 | $262.3K | 0.07% | −2,741−72.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,024 | $261.6K | 0.09% | −5,743−84.9% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,024 | $261.6K | 0.14% | +1,024 | New |
| Storgate, LLC | 1,024 | $261.6K | 0.05% | +1,024 | New |
| Navis Wealth Advisors, LLC | 1,021 | $260.8K | 0.10% | +1,021 | New |
| Pennington Partners & Co., LLC | 1,019 | $260.4K | 0.08% | +1,019 | New |
| Schaper Benz & Wise Investment Counsel Inc | 1,016 | $259.4K | 0.02% | +1,016 | New |
| Diamant Asset Management, Inc. | 1,014 | $259.0K | 0.18% | +1,014 | New |
| Wolff Financial Management LLC | 1,013 | $258.8K | 0.05% | +1,013 | New |
| Old Mission Investment Co LLC | 1,011 | $258.3K | 0.05% | +1,011 | New |
| Bell Investment Advisors, Inc | 1,008 | $257.5K | 0.04% | +3+0.3% | Added |
| Morton Brown Family Wealth, LLC | 1,008 | $257.5K | 0.06% | +8+0.8% | Added |
| Legacy Advisory Services, LLC | 1,006 | $257.0K | 0.18% | +1,006 | New |
| Levin Capital Strategies, L.P. | 1,000 | $255.4K | 0.02% | −2,000−66.7% | Reduced |
| Thayer Financial, L.L.C. | 1,000 | $255.4K | 0.23% | −568−36.2% | Reduced |
| Black Swift Group, LLC | 1,000 | $255.4K | 0.04% | −500−33.3% | Reduced |
| ESL Trust Services, LLC | 1,000 | $255.4K | 0.04% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,000 | $255.4K | 0.13% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 1,000 | $255.4K | 0.04% | +1,000 | New |
| Amarillo National Bank | 1,000 | $255.4K | 0.04% | +1,000 | New |
| Tower Bridge Advisors | 1,000 | $255.4K | 0.02% | +1,000 | New |
| Hourglass Capital, LLC | 1,000 | $255.4K | 0.05% | +1,000 | New |
| A&I Financial Services, LLC | 1,000 | $255.4K | 0.11% | +1,000 | New |
| MorganRosel Wealth Management, LLC | 1,000 | $255.4K | 0.09% | +1,000 | New |
| Brendel Financial Advisors LLC | 1,000 | $255.4K | 0.12% | +1,000 | New |
| Birchcreek Wealth Management, LLC | 1,000 | $255.4K | 0.10% | +1,000 | New |
| Legal Advantage Investments, Inc. | 1,000 | $255.4K | 0.09% | +1,000 | New |
| Ceera Investments, LLC | 1,000 | $255.4K | 0.11% | +1,000 | New |
| Cornerstone Wealth Advisors, Inc. | 1,000 | $255.4K | 0.05% | +1,000 | New |
| West Tower Group, LLC | 1,000 | $255.4K | 0.72% | +1,000 | New |
| Brady Family Wealth, LLC | 1,000 | $255.4K | 0.07% | +1,000 | New |
| Samjo Management, LLC | 1,000 | $255.4K | 0.09% | +1,000 | New |
| Ledgewood Wealth Advisors, LLC | 1,000 | $255.4K | 0.14% | +1,000 | New |
| Tanager Wealth Management LLP | 999 | $255.2K | 0.02% | +999 | New |
| Cohen & Steers, Inc. | 1,000 | $255.0K | 0.00% | 00.0% | Unchanged |
| Delta Capital Management LLC | 1,000 | $255.0K | 0.12% | +1,000 | New |
| SkyView Investment Advisors, LLC | 1,000 | $255.0K | 0.20% | +1,000 | New |
| Bedel Financial Consulting, Inc. | 995 | $254.2K | 0.02% | +995 | New |
| Hardin Capital Partners, LLC | 1,000 | $253.4K | 0.12% | +1,000 | New |
| LifePlan Financial, LLC | 988 | $252.4K | 0.18% | +988 | New |
| Signet Private Wealth LLC | 987 | $252.1K | 0.20% | +987 | New |
| Alternative Investment Advisors, LLC. | 983 | $251.2K | 0.10% | +983 | New |
| RPg Family Wealth Advisory, LLC | 983 | $251.1K | 0.04% | +983 | New |
| Grantvest Financial Group LLC | 981 | $250.6K | 0.15% | +981 | New |
| Black Diamond Financial, LLC | 980 | $250.3K | 0.02% | +980 | New |
| Liberty Capital Management, Inc. | 980 | $250.3K | 0.04% | +980 | New |
| Canvas Wealth Advisors, LLC | 978 | $249.8K | 0.03% | +978 | New |
| Atwater Malick LLC | 977 | $249.6K | 0.05% | +977 | New |
| Phillips Financial Management, LLC | 976 | $249.3K | 0.02% | +976 | New |
| Valtinson Bruner Financial Planning LLC | 975 | $249.2K | 0.06% | +975 | New |
| FSA Advisors, Inc. | 976 | $248.8K | 0.11% | +976 | New |
| Glen Eagle Advisors, LLC | 973 | $248.6K | 0.03% | +108+12.5% | Added |
| Advus Financial Partners, LLC | 971 | $248.0K | 0.06% | +971 | New |
| University of Texas/Texas Am Investment Managment Co | 969 | $247.5K | 0.03% | −8,863−90.1% | Reduced |
| IAM Advisory, LLC | 961 | $245.5K | 0.05% | +961 | New |
| Gemmer Asset Management LLC | 960 | $245.2K | 0.02% | +960 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 958 | $244.7K | 0.01% | +958 | New |
| Carmel Capital Partners, LLC | 957 | $244.4K | 0.08% | +957 | New |
| Wealthgarden F.S. LLC | 956 | $244.3K | 0.14% | +956 | New |
| Integrity Advisory Solutions, LLC | 956 | $244.2K | 0.03% | +956 | New |
| Hamel Associates, Inc. | 955 | $243.9K | 0.07% | +955 | New |
| Maia Wealth LLC | 952 | $243.3K | 0.04% | +952 | New |
| Essential Investment Partners LLC | 950 | $242.7K | 0.19% | 00.0% | Unchanged |
| Puzo Michael J | 950 | $242.7K | 0.06% | +950 | New |
| Investment Advisory Services Inc | 948 | $242.2K | 0.07% | −559−37.1% | Reduced |
| Independence Bank of Kentucky | 948 | $242.1K | 0.03% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 948 | $242.1K | 0.15% | +948 | New |
| waypoint wealth counsel | 947 | $241.9K | 0.15% | −801−45.8% | Reduced |
