| Vista Investment Partners LLC | 313 | $221.5K | 0.06% | +313 | New |
| Meridian Wealth Partners, LLC | 312 | $221.1K | 0.03% | +312 | New |
| Aletheian Wealth Advisors LLC | 312 | $220.8K | 0.11% | +312 | New |
| Acorn Creek Capital LLC | 311 | $220.5K | 0.09% | +311 | New |
| Perritt Capital Management Inc | 311 | $220.2K | 0.11% | −14−4.3% | Reduced |
| Rockline Wealth Management, LLC | 311 | $220.1K | 0.05% | +311 | New |
| Westside Investment Management, Inc. | 311 | $220.0K | 0.04% | +61+24.4% | Added |
| Fairfield, Bush & Co. | 310 | $219.4K | 0.12% | +310 | New |
| Red Mountain Financial, LLC | 310 | $219.4K | 0.24% | +310 | New |
| Caitong International Asset Management Co., Ltd | 309 | $218.7K | 0.16% | +308+30,800.0% | Added |
| North Dallas Bank & Trust Co | 309 | $218.7K | 0.17% | +309 | New |
| Detalus Advisors, LLC | 308 | $218.0K | 0.06% | +308 | New |
| Inspirion Wealth Advisors, LLC | 306 | $216.8K | 0.03% | +306 | New |
| Allegheny Financial Group LTD | 306 | $216.6K | 0.05% | +306 | New |
| AssuredPartners Investment Advisors, LLC | 306 | $216.6K | 0.05% | +306 | New |
| Golden State Wealth Management, LLC | 305 | $216.0K | 0.03% | −2−0.7% | Reduced |
| Pennsylvania Capital Management Inc | 305 | $215.9K | 0.07% | +305 | New |
| Baldwin Brothers Inc | 305 | $215.9K | 0.01% | +305 | New |
| My Personal CFO, LLC | 305 | $215.9K | 0.10% | +305 | New |
| Manske Wealth Management | 305 | $215.9K | 0.07% | +305 | New |
| Flynn Zito Capital Management, LLC | 305 | $215.9K | 0.09% | +305 | New |
| Armbruster Capital Management, Inc. | 304 | $215.2K | 0.04% | +304 | New |
| Ironwood Investment Counsel, LLC | 303 | $215.1K | 0.03% | +303 | New |
| Crux Wealth Advisors | 303 | $214.4K | 0.09% | +303 | New |
| Founders Capital Management | 302 | $213.7K | 0.13% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 302 | $213.7K | 0.13% | +302 | New |
| Pitti Group Wealth Management, LLC | 302 | $213.5K | 0.18% | +302 | New |
| Capital Advisors Wealth Management, LLC | 301 | $213.2K | 0.03% | +301 | New |
| Cyr Financial Inc. | 301 | $213.0K | 0.16% | −128−29.8% | Reduced |
| Boston Research & Management Inc | 300 | $212.3K | 0.05% | +300 | New |
| Financial Sense Advisors, Inc. | 300 | $212.3K | 0.05% | +300 | New |
| Huber Capital Management LLC | 300 | $212.3K | 0.04% | +300 | New |
| Paragon Capital Management Ltd | 300 | $212.3K | 0.04% | +300 | New |
| D. Scott Neal, Inc. | 300 | $212.3K | 0.11% | +300 | New |
| Laraway Financial Inc | 300 | $212.3K | 0.16% | +300 | New |
| Cove Private Wealth, LLC | 300 | $212.3K | 0.07% | +300 | New |
| Sylvest Advisors, LLC | 300 | $212.3K | 0.12% | +300 | New |
| PBMares Wealth Management LLC | 300 | $212.1K | 0.04% | +300 | New |
| Covestor Ltd | 300 | $212.0K | 0.13% | +169+129.0% | Added |
| Stephen J. Garry & Associates, LLC | 299 | $211.8K | 0.18% | +299 | New |
| Solstein Capital, LLC | 299 | $211.6K | 0.11% | +62+26.2% | Added |
| Endeavor Private Wealth, Inc. | 298 | $211.0K | 0.10% | +298 | New |
| Wealth Architects, LLC | 298 | $210.9K | 0.02% | +298 | New |
| Cape Investment Advisory, Inc. | 297 | $210.1K | 0.08% | +6+2.1% | Added |
| Kestra Investment Management, LLC | 297 | $210.1K | 0.00% | +297 | New |
| Centennial Wealth Advisory LLC | 294 | $208.2K | 0.07% | +294 | New |
| Encompass More Asset Management | 294 | $208.1K | 0.05% | −329−52.8% | Reduced |
| Coco Enterprises, LLC | 294 | $208.1K | 0.12% | −394−57.3% | Reduced |
| Mechanics Financial Corp | 294 | $208.1K | 0.09% | +16+5.8% | Added |
| Byrne Asset Management LLC | 293 | $207.4K | 0.14% | −195−40.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 293 | $207.4K | 0.07% | +293 | New |
| GFG Capital, LLC | 293 | $207.1K | 0.06% | −125−29.9% | Reduced |
| Stony Point Wealth Management Inc. | 292 | $206.4K | 0.09% | +292 | New |
| Barrett & Company, Inc. | 291 | $206.3K | 0.08% | +1+0.3% | Added |
| Abel Hall, LLC | 291 | $206.2K | 0.10% | +291 | New |
| KLCM Advisors, Inc. | 291 | $206.0K | 0.02% | +291 | New |
| Autumn Glory Partners, LLC | 291 | $206.0K | 0.10% | +291 | New |
| MRP Capital Investments, LLC | 290 | $205.2K | 0.14% | −265−47.7% | Reduced |
| Hendershot Investments Inc. | 290 | $205.2K | 0.03% | +290 | New |
| Paulson Wealth Management Inc. | 290 | $205.2K | 0.05% | +290 | New |
| Northstar Group, Inc. | 289 | $204.8K | 0.03% | +289 | New |
| Barlow Wealth Partners, Inc. | 286 | $204.7K | 0.02% | +286 | New |
| Orion Capital Management LLC | 289 | $204.5K | 0.08% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 289 | $204.5K | 0.02% | +223+337.9% | Added |
| Vivaldi Capital Management, LLC | 289 | $204.5K | 0.03% | +289 | New |
| GPS Wealth Strategies Group, LLC | 288 | $203.8K | 0.02% | −26−8.3% | Reduced |
| Tobias Financial Advisors, Inc. | 288 | $203.8K | 0.03% | +288 | New |
| Sentinus, LLC | 288 | $203.8K | 0.05% | +288 | New |
| South Plains Financial, Inc. | 286 | $202.4K | 0.14% | +260+1,000.0% | Added |
| Sunbeam Capital Management, LLC | 285 | $201.7K | 0.15% | +285 | New |
| Fortis Group Advisors, LLC | 278 | $201.4K | 0.04% | +278 | New |
| Lazard Freres Gestion S.A.S. | 0 | $201.0K | 0.00% | 0 | New |
| Cullen/Frost Bankers, Inc. | 284 | $200.9K | 0.00% | +184+184.0% | Added |
| Marshall Investment Management, LLC | 283 | $200.6K | 0.95% | +1+0.4% | Added |
| Univest Financial Corp | 283 | $200.3K | 0.01% | +283 | New |
| Roxbury Financial LLC | 275 | $194.9K | 0.19% | +2+0.7% | Added |
| Bank of New Hampshire | 270 | $191.1K | 0.05% | +27+11.1% | Added |
| Riverview Trust Co | 268 | $189.7K | 0.24% | −387−59.1% | Reduced |
| Stelac Advisory Services LLC | 265 | $187.6K | 0.07% | +9+3.5% | Added |
| Private Wealth Management Group, LLC | 261 | $184.7K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 257 | $182.0K | 0.00% | +46+21.8% | Added |
| Bell Investment Advisors, Inc | 247 | $174.8K | 0.03% | +24+10.8% | Added |
| Bruce G. Allen Investments, LLC | 246 | $174.1K | 0.13% | −1−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 236 | $167.0K | 0.00% | +155+191.4% | Added |
| Paladin Advisory Group, LLC | 234 | $165.6K | 0.13% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 234 | $165.4K | 0.05% | +1+0.4% | Added |
| NewSquare Capital LLC | 230 | $162.8K | 0.01% | +108+88.5% | Added |
| Battery Global Advisors, LLC | 229 | $162.1K | 0.08% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 219 | $155.0K | 0.14% | 00.0% | Unchanged |
| North Capital, Inc. | 217 | $153.6K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 216 | $153.0K | 0.10% | +106+96.4% | Added |
| Park Square Financial Group, LLC | 216 | $152.9K | 0.11% | +4+1.9% | Added |
| Investment Research & Advisory Group, Inc. | 214 | $152.1K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 214 | $151.7K | 0.02% | −149−41.0% | Reduced |
| Sittner & Nelson, LLC | 207 | $146.8K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 207 | $146.5K | 0.02% | −6−2.8% | Reduced |
| JNBA Financial Advisors | 202 | $143.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 202 | $143.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 201 | $142.3K | 0.01% | +29+16.9% | Added |
| Ulland Investment Advisors, LLC | 200 | $142.0K | 0.11% | 00.0% | Unchanged |
