| Strive Asset Management, LLC | 503 | $234.2K | 0.16% | −17−3.3% | Reduced |
| Riverview Trust Co | 503 | $234.2K | 0.23% | −9−1.8% | Reduced |
| TrueMark Investments, LLC | 502 | $233.8K | 0.06% | +502 | New |
| 49 Wealth Management, LLC | 502 | $233.6K | 0.03% | −123−19.7% | Reduced |
| Family Firm, Inc. | 501 | $233.5K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 500 | $233.2K | 0.12% | +500 | New |
| Warwick Investment Management, Inc. | 500 | $233.0K | 0.05% | +500 | New |
| Montis Financial, LLC | 500 | $232.8K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 500 | $232.8K | 0.04% | +281+128.3% | Added |
| CTC Alternative Strategies, Ltd. | 500 | $232.8K | 0.28% | +500 | New |
| Austin Wealth Management, LLC | 516 | $232.0K | 0.05% | +37+7.7% | Added |
| Capula Management Ltd | 498 | $231.9K | 0.00% | +274+122.3% | Added |
| Bragg Financial Advisors, Inc | 497 | $231.4K | 0.01% | −16−3.1% | Reduced |
| NewSquare Capital LLC | 497 | $231.4K | 0.02% | +147+42.0% | Added |
| Transatlantique Private Wealth LLC | 497 | $231.4K | 0.09% | +497 | New |
| Dillon & Associates Inc | 495 | $231.0K | 0.03% | −2−0.4% | Reduced |
| Oakworth Capital, Inc. | 496 | $231.0K | 0.02% | −120−19.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 495 | $230.7K | 0.12% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 495 | $230.5K | 0.10% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 495 | $230.5K | 0.02% | +495 | New |
| Pacific Center for Financial Services | 494 | $230.0K | 0.06% | 00.0% | Unchanged |
| Brave Asset Management Inc | 494 | $230.0K | 0.07% | −15−2.9% | Reduced |
| Terril Brothers, Inc. | 493 | $229.6K | 0.11% | +5+1.0% | Added |
| Clune & Associates, Ltd. | 491 | $228.6K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 491 | $228.5K | 0.03% | +491 | New |
| Cura Wealth Advisors, LLC | 490 | $228.2K | 0.09% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $228.2K | 0.08% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 489 | $227.9K | 0.02% | +489 | New |
| LeClair Wealth Partners LLC | 489 | $227.7K | 0.16% | −44−8.3% | Reduced |
| Richard W. Paul & Associates, LLC | 487 | $226.9K | 0.09% | −17−3.4% | Reduced |
| German American Bancorp, Inc. | 487 | $226.8K | 0.02% | −68−12.3% | Reduced |
| Shepherd Financial Partners LLC | 486 | $226.3K | 0.03% | +486 | New |
| First Western Trust Bank | 485 | $225.8K | 0.01% | +485 | New |
| USA Financial Portformulas Corp | 483 | $224.9K | 0.04% | −341−41.4% | Reduced |
| Riversedge Advisors, LLC | 483 | $224.9K | 0.05% | +483 | New |
| GSB Wealth Management, LLC | 483 | $224.7K | 0.06% | +483 | New |
| Greenberg Financial Group | 452 | $224.1K | 0.09% | +452 | New |
| Consilio Wealth Advisors, LLC | 481 | $224.0K | 0.09% | +481 | New |
| Cornerstone Advisory, LLC | 500 | $223.6K | 0.03% | +500 | New |
| Anchor Capital Advisors LLC | 480 | $223.5K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 480 | $223.5K | 0.21% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 479 | $223.1K | 0.07% | +479 | New |
| Aviso Wealth Management | 479 | $223.0K | 0.12% | +479 | New |
| Broadway Wealth Solutions, Inc. | 478 | $222.6K | 0.16% | −23−4.6% | Reduced |
| Grove Bank & Trust | 477 | $222.1K | 0.03% | +78+19.5% | Added |
| Addison Capital Co | 476 | $221.8K | 0.09% | +476 | New |
| Shorepoint Capital Partners LLC | 476 | $221.6K | 0.05% | +476 | New |
| Sunburst Financial Group, LLC | 476 | $221.6K | 0.05% | +476 | New |
| Eclectic Associates Inc | 475 | $221.2K | 0.06% | +475 | New |
| Creekmur Asset Management LLC | 475 | $221.0K | 0.05% | +475 | New |
| Indie Asset Partners, LLC | 474 | $220.9K | 0.19% | −124−20.7% | Reduced |
| Xcel Wealth Management, LLC | 474 | $220.7K | 0.07% | +474 | New |
| Catalina Capital Group, LLC | 473 | $220.3K | 0.15% | −1,031−68.6% | Reduced |
| Axiom Financial Strategies, LLC | 473 | $220.2K | 0.13% | +473 | New |
| Gamco Investors, Inc. Et Al | 472 | $219.8K | 0.00% | +472 | New |
| Schrum Private Wealth Management LLC | 472 | $219.8K | 0.19% | +472 | New |
| Fermata Advisors, LLC | 471 | $219.2K | 0.04% | −95−16.8% | Reduced |
| Hamilton Capital Partners Inc. | 470 | $218.9K | 0.01% | −34,944−98.7% | Reduced |
| PharVision Advisers, LLC | 469 | $218.4K | 0.30% | +469 | New |
| PBMares Wealth Management LLC | 468 | $217.9K | 0.04% | +468 | New |
| Tilia Fiduciary Partners, Inc. | 467 | $217.4K | 0.14% | +467 | New |
| Associated Banc-Corp | 464 | $216.1K | 0.01% | +464 | New |
| Private Wealth Asset Management, LLC | 463 | $215.6K | 0.03% | +463 | New |
| Pine Harbor Wealth Management, LLC | 462 | $215.5K | 0.09% | +462 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 462 | $215.4K | 0.09% | +462 | New |
| CRA Financial Services, LLC | 461 | $214.7K | 0.04% | −207−31.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 473 | $214.4K | 0.10% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 460 | $214.2K | 0.02% | +460 | New |
| Mayport, LLC | 459 | $213.5K | 0.06% | +459 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 458 | $213.3K | 0.24% | +458 | New |
| Sage Rhino Capital LLC | 457 | $212.8K | 0.05% | +457 | New |
| Cottonwood Capital Advisors, LLC | 456 | $212.3K | 0.16% | −244−34.9% | Reduced |
| LMCG Investments, LLC | 456 | $212.3K | 0.01% | +456 | New |
| Medallion Wealth Advisors, LLC | 454 | $212.2K | 0.10% | +28+6.6% | Added |
| Tradewinds, LLC. | 455 | $211.9K | 0.06% | −25−5.2% | Reduced |
| BluePointe Capital Management, LLC | 455 | $211.9K | 0.08% | +455 | New |
| 1248 Management, LLC | 453 | $210.9K | 0.09% | +453 | New |
| Greykasell Wealth Strategies, Inc. | 453 | $210.9K | 0.11% | +453 | New |
| Whipplewood Advisors, LLC | 491 | $210.0K | 0.12% | −18−3.5% | Reduced |
| Doheny Asset Management | 450 | $210.0K | 0.16% | +450 | New |
| Parvin Asset Management, LLC | 450 | $209.5K | 0.24% | +25+5.9% | Added |
| Meyer Handelman Co | 450 | $209.5K | 0.01% | +450 | New |
| SPC Financial, Inc. | 450 | $209.5K | 0.02% | +450 | New |
| CM Wealth Advisors LLC | 450 | $209.5K | 0.07% | +450 | New |
| Oak Hill Wealth Advisors, LLC | 449 | $209.1K | 0.05% | +449 | New |
| Carson Advisory Inc. | 449 | $208.9K | 0.14% | +449 | New |
| Vivaldi Capital Management, LLC | 443 | $206.4K | 0.03% | +443 | New |
| Sunpointe, LLC | 442 | $205.7K | 0.11% | −137−23.7% | Reduced |
| NFP Retirement, Inc. | 441 | $205.5K | 0.02% | +441 | New |
| Elyxium Wealth, LLC | 441 | $205.3K | 0.09% | +441 | New |
| GSG Advisors LLC | 460 | $205.1K | 0.07% | +460 | New |
| Meridian Wealth Partners, LLC | 438 | $204.1K | 0.03% | +438 | New |
| TCI Wealth Advisors, Inc. | 436 | $203.0K | 0.02% | +436 | New |
| Stewardship Advisors, LLC | 436 | $203.0K | 0.05% | +436 | New |
| Exchange Bank | 436 | $203.0K | 0.16% | +436 | New |
| Bangor Savings Bank | 435 | $202.8K | 0.02% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 435 | $202.7K | 0.04% | +435 | New |
| Cornerstone Advisors Asset Management, LLC | 435 | $202.6K | 0.04% | +435 | New |
| LGL Partners, LLC | 434 | $201.9K | 0.10% | +434 | New |
| Philip James Wealth Mangement, LLC | 433 | $201.7K | 0.02% | −223−34.0% | Reduced |
