| First Trust Investment Solutions L.P. | 574 | $255.3K | 0.04% | −128−18.2% | Reduced |
| Riverstone Advisors, LLC | 570 | $253.6K | 0.16% | 00.0% | Unchanged |
| AlTi Global, Inc. | 565 | $251.3K | 0.01% | −276−32.8% | Reduced |
| New Century Financial Group, LLC | 565 | $251.3K | 0.11% | +565 | New |
| Veracity Capital LLC | 562 | $250.0K | 0.10% | −48−7.9% | Reduced |
| Forbes J M & Co LLP | 555 | $246.9K | 0.03% | 00.0% | Unchanged |
| Second Line Capital, LLC | 554 | $246.4K | 0.08% | −31−5.3% | Reduced |
| Arlington Trust Co LLC | 554 | $246.4K | 0.06% | +100+22.0% | Added |
| Midland Wealth Advisors LLC | 554 | $246.4K | 0.01% | +554 | New |
| Rice Partnership, LLC | 553 | $246.0K | 0.05% | +10+1.8% | Added |
| First American Trust, FSB | 551 | $245.1K | 0.02% | +18+3.4% | Added |
| Intrua Financial, LLC | 549 | $244.2K | 0.04% | +549 | New |
| Essex Savings Bank | 549 | $244.2K | 0.07% | +549 | New |
| CVA Family Office, LLC | 548 | $243.8K | 0.04% | +37+7.2% | Added |
| BlueChip Wealth Advisors LLC | 548 | $243.8K | 0.14% | +548 | New |
| Northwest Wealth Management, LLC | 545 | $242.4K | 0.06% | +4+0.7% | Added |
| Foundations Investment Advisors, LLC | 544 | $242.0K | 0.01% | −22−3.9% | Reduced |
| Pinnacle Bancorp, Inc. | 544 | $242.0K | 0.07% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 543 | $241.6K | 0.08% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 541 | $240.7K | 1.03% | +541 | New |
| Somerset Group LLC | 540 | $240.2K | 0.21% | 00.0% | Unchanged |
| Lavaca Capital LLC | 540 | $240.2K | 0.13% | 00.0% | Unchanged |
| Jacobsen Capital Management | 535 | $238.0K | 0.11% | +32+6.4% | Added |
| Davis Investment Partners, LLC | 535 | $237.6K | 0.10% | +535 | New |
| Sugarloaf Wealth Management, LLC | 534 | $237.6K | 0.05% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 534 | $237.6K | 0.11% | +25+4.9% | Added |
| Beaumont Financial Advisors, LLC | 532 | $236.7K | 0.02% | +532 | New |
| Exencial Wealth Advisors, LLC | 526 | $234.0K | 0.01% | −7−1.3% | Reduced |
| Cypress Capital Group | 526 | $234.0K | 0.03% | −528−50.1% | Reduced |
| Seeds Investor LLC | 526 | $234.0K | 0.12% | +526 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 524 | $233.1K | 0.10% | −112−17.6% | Reduced |
| Heartwood Wealth Advisors LLC | 524 | $233.1K | 0.03% | +524 | New |
| Holistic Financial Partners | 523 | $232.7K | 0.12% | +4+0.8% | Added |
| Moss Adams Wealth Advisors LLC | 522 | $232.2K | 0.03% | +522 | New |
| Mengis Capital Management, Inc. | 521 | $231.8K | 0.05% | +521 | New |
| West Branch Capital LLC | 520 | $231.3K | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 516 | $229.5K | 0.02% | +516 | New |
| Prio Wealth Limited Partnership | 515 | $229.1K | 0.01% | −379−42.4% | Reduced |
| Commonwealth Financial Services, LLC | 514 | $228.5K | 0.05% | +514 | New |
| Benchmark Investment Advisors LLC | 510 | $227.0K | 0.16% | −5−1.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 510 | $226.9K | 0.01% | −89−14.9% | Reduced |
| Cornerstone Wealth Management, LLC | 510 | $226.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 510 | $226.7K | 0.08% | −2−0.4% | Reduced |
| Werba Rubin Papier Wealth Management | 508 | $226.0K | 0.06% | +508 | New |
| Venturi Wealth Management, LLC | 507 | $225.5K | 0.01% | +156+44.4% | Added |
| Alpha Omega Wealth Management LLC | 506 | $225.1K | 0.04% | −10−1.9% | Reduced |
| Sweet Financial Partners, LLC | 506 | $225.1K | 0.05% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 502 | $223.3K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 502 | $223.3K | 0.02% | +502 | New |
| Darwin Advisors, LLC | 502 | $223.3K | 0.11% | +502 | New |
| Correct Capital Wealth Management | 500 | $222.4K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 500 | $222.4K | 0.08% | +25+5.3% | Added |
| Dodge & Cox | 500 | $222.4K | 0.00% | +500 | New |
| Paradigm Asset Management Co LLC | 500 | $222.4K | 0.06% | +500 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 500 | $222.4K | 0.09% | +500 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 500 | $222.0K | 0.01% | −250−33.3% | Reduced |
| Gemmer Asset Management LLC | 499 | $222.0K | 0.02% | +499 | New |
| JB Capital LLC | 498 | $221.7K | 0.01% | +498 | New |
| Ewa, LLC | 487 | $221.6K | 0.09% | +487 | New |
| Angeles Investment Advisors, LLC | 497 | $221.1K | 0.01% | +497 | New |
| Relyea Zuckerberg Hanson LLC | 495 | $220.2K | 0.04% | +495 | New |
| Cascade Financial Partners, LLC | 495 | $220.2K | 0.03% | +495 | New |
| Novare Capital Management LLC | 492 | $218.9K | 0.02% | +492 | New |
| Prossimo Advisors, LLC | 489 | $218.0K | 0.20% | +489 | New |
| Becker Capital Management Inc | 490 | $218.0K | 0.01% | +490 | New |
| MJP Associates Inc | 489 | $217.5K | 0.05% | +489 | New |
| Continental Investors Services, Inc. | 489 | $217.5K | 0.48% | +489 | New |
| White Lighthouse Investment Management Inc. | 487 | $216.6K | 0.04% | +487 | New |
| Clear Rock Advisors, LLC | 486 | $216.2K | 0.09% | +486 | New |
| Hilltop National Bank | 486 | $216.2K | 0.07% | +1+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 483 | $214.9K | 0.05% | −50−9.4% | Reduced |
| Trust Investment Advisors | 483 | $214.9K | 0.14% | +483 | New |
| Carnegie Capital Asset Management, LLC | 481 | $214.0K | 0.01% | −57−10.6% | Reduced |
| Abel Hall, LLC | 481 | $214.0K | 0.15% | +481 | New |
| Barometer Capital Management Inc. | 480 | $213.5K | 0.08% | +480 | New |
| Buffington Mohr McNeal | 479 | $213.1K | 0.04% | +479 | New |
| Creekmur Asset Management LLC | 477 | $212.2K | 0.05% | +414+657.1% | Added |
| Redwood Investment Management, LLC | 473 | $212.0K | 0.02% | +473 | New |
| Larson Financial Group LLC | 476 | $211.8K | 0.01% | +243+104.3% | Added |
| Private Trust Co NA | 472 | $210.0K | 0.02% | +15+3.3% | Added |
| Foster & Motley Inc | 466 | $207.0K | 0.01% | +466 | New |
| Concorde Asset Management, LLC | 465 | $206.9K | 0.13% | −432−48.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 465 | $206.9K | 0.04% | −179−27.8% | Reduced |
| S.A. Mason LLC | 465 | $206.9K | 0.12% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 465 | $206.9K | 0.09% | +465 | New |
| Heirloom Wealth Management | 464 | $206.4K | 0.07% | +464 | New |
| Southland Equity Partners LLC | 464 | $206.4K | 0.06% | +464 | New |
| Seldon Capital LP | 462 | $205.5K | 0.11% | +462 | New |
| Soltis Investment Advisors LLC | 461 | $205.0K | 0.02% | +461 | New |
| Kanawha Capital Management LLC | 459 | $204.2K | 0.02% | +459 | New |
| Riverview Trust Co | 457 | $203.3K | 0.19% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 453 | $201.5K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 453 | $201.5K | 0.03% | +453 | New |
| Centric Wealth Management | 456 | $201.2K | 0.06% | +456 | New |
| Breakwater Investment Management | 451 | $200.6K | 0.09% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 450 | $200.2K | 0.03% | +450 | New |
| Convergence Investment Partners, LLC | 450 | $200.2K | 0.06% | +450 | New |
| Wills Financial Group, Inc. | 450 | $200.2K | 0.09% | +450 | New |
| Weik Capital Management | 450 | $200.2K | 0.09% | +450 | New |
| Addison Advisors LLC | 431 | $191.7K | 0.06% | +57+15.2% | Added |
