| Claudia M.P. Batlle, CRP (R) LLC | 442 | $312.8K | 0.07% | −16,946−97.5% | Reduced |
| Successful Portfolios LLC | 441 | $312.1K | 0.19% | −2−0.5% | Reduced |
| Flagship Wealth Advisors, LLC | 441 | $312.1K | 0.12% | +10+2.3% | Added |
| Brendel Financial Advisors LLC | 441 | $312.0K | 0.17% | +441 | New |
| Carr Financial Group Corp | 440 | $311.7K | 0.09% | +440 | New |
| Lynx Investment Advisory | 439 | $310.7K | 0.20% | +20+4.8% | Added |
| Aprio Wealth Management, LLC | 438 | $310.1K | 0.03% | +438 | New |
| Redhawk Wealth Advisors, Inc. | 438 | $309.8K | 0.04% | −3−0.7% | Reduced |
| Ledyard National Bank | 437 | $309.3K | 0.03% | −32−6.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 436 | $308.8K | 0.08% | +8+1.9% | Added |
| Hunter Associates Investment Management LLC | 435 | $308.0K | 0.05% | −5−1.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 435 | $307.9K | 0.12% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 435 | $307.9K | 0.19% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 435 | $307.9K | 0.13% | +435 | New |
| Sovereign Financial Group, Inc. | 434 | $307.5K | 0.06% | +66+17.9% | Added |
| D'Orazio & Associates, Inc. | 432 | $305.7K | 0.04% | −72−14.3% | Reduced |
| Carter Financial Group, INC. | 433 | $305.2K | 0.20% | +433 | New |
| Foster Group, Inc. | 430 | $304.3K | 0.01% | −83−16.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 429 | $303.9K | 0.27% | +22+5.4% | Added |
| Winthrop Advisory Group LLC | 429 | $303.5K | 0.03% | +14+3.4% | Added |
| Eaton Financial Holdings Company, LLC | 428 | $302.9K | 0.09% | +428 | New |
| Sonora Investment Management Group, LLC | 426 | $301.6K | 0.02% | −9−2.1% | Reduced |
| Blueshift Asset Management, LLC | 426 | $301.5K | 0.09% | −629−59.6% | Reduced |
| Koss-Olinger Consulting, LLC | 425 | $301.1K | 0.02% | −2−0.5% | Reduced |
| Ramirez Asset Management, Inc. | 425 | $300.8K | 0.05% | −50−10.5% | Reduced |
| Clarus Wealth Advisors | 431 | $300.5K | 0.14% | −49−10.2% | Reduced |
| Peachtree Investment Partners, LLC | 424 | $300.1K | 0.11% | +424 | New |
| Park National Corp | 424 | $300.1K | 0.01% | +3+0.7% | Added |
| Novem Group | 423 | $299.4K | 0.04% | −5−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 421 | $298.0K | 0.15% | +421 | New |
| EntryPoint Capital, LLC | 421 | $298.0K | 0.15% | −16−3.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 421 | $298.0K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 420 | $297.3K | 0.12% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 418 | $295.8K | 0.07% | +31+8.0% | Added |
| Triumph Capital Management | 417 | $295.2K | 0.09% | +7+1.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 416 | $294.3K | 0.07% | +1+0.2% | Added |
| Commonwealth Financial Services, LLC | 413 | $292.3K | 0.06% | −23−5.3% | Reduced |
| Fulcrum Equity Management | 411 | $290.9K | 0.30% | −34−7.6% | Reduced |
| First Business Financial Services, Inc. | 411 | $290.9K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 411 | $290.9K | 0.06% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 411 | $290.9K | 0.07% | +11+2.8% | Added |
| Granite Harbor Advisors, Inc. | 411 | $290.9K | 0.14% | +32+8.4% | Added |
| Tandem Wealth Advisors LLC | 411 | $290.9K | 0.14% | +411 | New |
| Flaharty Asset Management, LLC | 410 | $290.2K | 0.04% | −17−4.0% | Reduced |
| Axim Planning & Wealth | 409 | $289.5K | 0.26% | −9−2.2% | Reduced |
| AMG National Trust Bank | 409 | $289.5K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 408 | $288.8K | 0.20% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 407 | $288.1K | 0.05% | +407 | New |
| Sulzberger Capital Advisors, Inc. | 407 | $288.1K | 0.34% | −165−28.8% | Reduced |
| Apella Capital, LLC | 405 | $287.7K | 0.01% | +405 | New |
| Southland Equity Partners LLC | 405 | $286.5K | 0.06% | +405 | New |
| Accredited Investors Inc. | 403 | $285.2K | 0.02% | +3+0.8% | Added |
| Lifestyle Asset Management, Inc. | 403 | $285.2K | 0.13% | +8+2.0% | Added |
| Patton Fund Management, Inc. | 403 | $285.2K | 0.06% | +403 | New |
| Addison Advisors LLC | 400 | $283.1K | 0.07% | −11−2.7% | Reduced |
| SS&H Financial Advisors, Inc. | 400 | $283.1K | 0.09% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 400 | $283.1K | 0.02% | 00.0% | Unchanged |
| McHugh Group, LLC | 400 | $283.1K | 0.19% | 00.0% | Unchanged |
| Intellus Advisors LLC | 400 | $283.1K | 0.04% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 399 | $282.3K | 0.22% | −20−4.8% | Reduced |
| Fairscale Capital, LLC | 390 | $282.2K | 0.21% | +178+84.0% | Added |
| Linden Thomas Advisory Services, LLC | 398 | $281.7K | 0.03% | −222−35.8% | Reduced |
| Payne Capital Management, LLC | 398 | $281.7K | 0.11% | −22−5.2% | Reduced |
| BIP Wealth, LLC | 398 | $281.7K | 0.02% | +13+3.4% | Added |
| Clare Market Investments LLC | 398 | $281.6K | 0.06% | −121−23.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 397 | $281.3K | 0.04% | −37−8.5% | Reduced |
| Abacus Planning Group, Inc. | 397 | $281.1K | 0.04% | +397 | New |
| Bedel Financial Consulting, Inc. | 397 | $281.1K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 396 | $280.3K | 0.01% | +396 | New |
| Cahaba Wealth Management, Inc. | 395 | $279.6K | 0.02% | −100−20.2% | Reduced |
| Westwood Wealth Management | 395 | $279.6K | 0.09% | 00.0% | Unchanged |
| Mittelman Wealth Management | 393 | $278.1K | 0.23% | −127−24.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 392 | $277.4K | 0.07% | −252−39.1% | Reduced |
| First Western Trust Bank | 392 | $277.4K | 0.01% | −5−1.3% | Reduced |
| STAR Financial Bank | 390 | $276.0K | 0.18% | +390 | New |
| Enterprise Financial Services Corp | 390 | $276.0K | 0.15% | −3−0.8% | Reduced |
| Quest Partners LLC | 387 | $273.9K | 0.03% | +347+867.5% | Added |
| Firestone Capital Management | 386 | $273.5K | 0.06% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 386 | $273.2K | 0.68% | +386 | New |
| GQG Partners LLC | 385 | $272.8K | 0.00% | −35−8.3% | Reduced |
| Aspen Grove Capital, LLC | 384 | $271.8K | 0.05% | +384 | New |
| White Pine Capital LLC | 383 | $271.1K | 0.09% | 00.0% | Unchanged |
| Sym Financial Corp | 382 | $270.6K | 0.03% | +382 | New |
| Novak & Powell Financial Services, Inc. | 380 | $268.8K | 0.19% | +1+0.3% | Added |
| Moller Financial Services | 379 | $268.2K | 0.06% | +379 | New |
| Edge Wealth Management LLC | 379 | $268.1K | 0.05% | +1+0.3% | Added |
| KFA Private Wealth Group, LLC | 378 | $267.9K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 378 | $267.5K | 0.05% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 378 | $267.5K | 0.09% | +378 | New |
| AGH Wealth Advisors, LLC | 377 | $266.8K | 0.22% | +5+1.3% | Added |
| Millennium Capital Advisors, LLC | 376 | $266.0K | 0.18% | +5+1.3% | Added |
| Massachusetts Wealth Management | 375 | $265.4K | 0.15% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 375 | $265.4K | 0.09% | +6+1.6% | Added |
| Tradition Wealth Management, LLC | 375 | $265.1K | 0.02% | +375 | New |
| Nautilus Advisors LLC | 375 | $265.1K | 0.19% | +375 | New |
| Carrera Capital Advisors | 372 | $263.2K | 0.05% | +2+0.5% | Added |
| WP Advisors, LLC | 371 | $262.9K | 0.07% | +371 | New |
| Consolidated Portfolio Review Corp | 371 | $262.6K | 0.04% | −31−7.7% | Reduced |
| Boston Family Office LLC | 370 | $262.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 370 | $261.9K | 0.09% | 00.0% | Unchanged |
