| Dodge & Cox | 1,000 | $258.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $258.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $258.0K | 0.05% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 1,000 | $258.0K | 0.07% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,000 | $258.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $258.0K | 0.40% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,000 | $258.0K | 0.06% | +1,000 | New |
| Red Wave Investments LLC | 996 | $257.0K | 0.09% | −42−4.0% | Reduced |
| Sky Investment Group LLC | 995 | $257.0K | 0.05% | −17−1.7% | Reduced |
| Campion Asset Management LLC | 985 | $255.0K | 0.21% | −50−4.8% | Reduced |
| Optas, LLC | 985 | $255.0K | 0.07% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 986 | $255.0K | 0.13% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 988 | $255.0K | 0.03% | +988 | New |
| Keystone Wealth Services, LLC | 987 | $255.0K | 0.10% | +987 | New |
| Old North State Wealth Management, LLC | 985 | $254.9K | 0.26% | +985 | New |
| Howe & Rusling Inc | 983 | $254.0K | 0.03% | +325+49.4% | Added |
| Boston Research & Management Inc | 980 | $253.0K | 0.07% | +980 | New |
| Waddell & Associates, LLC | 979 | $253.0K | 0.04% | +979 | New |
| Birch Hill Investment Advisors LLC | 976 | $252.0K | 0.01% | +976 | New |
| Donaldson Capital Management, LLC | 970 | $251.0K | 0.01% | +970 | New |
| ERn Financial, LLC | 971 | $251.0K | 0.06% | +971 | New |
| Financial Planners of Cleveland, Inc. | 1,000 | $251.0K | 0.10% | +1,000 | New |
| Wealth Management Partners, LLC | 1,000 | $250.0K | 0.17% | +6+0.6% | Added |
| Dougherty Wealth Advisers LLC | 966 | $250.0K | 0.35% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 966 | $250.0K | 0.06% | +966 | New |
| Humankind Investments LLC | 965 | $249.0K | 0.10% | −68−6.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 956 | $247.0K | 0.08% | −7,023−88.0% | Reduced |
| New York Life Investments Alternatives | 955 | $247.0K | 0.17% | −148−13.4% | Reduced |
| Westside Investment Management, Inc. | 958 | $247.0K | 0.00% | +1+0.1% | Added |
| TriaGen Wealth Management LLC | 955 | $247.0K | 0.12% | +955 | New |
| New Jersey Better Educational Savings Trust | 950 | $246.0K | 0.55% | −250−20.8% | Reduced |
| MJP Associates Inc | 962 | $246.0K | 0.07% | +962 | New |
| Lorne Steinberg Wealth Management Inc. | 950 | $246.0K | 0.11% | +950 | New |
| Tyler-Stone Wealth Management | 951 | $246.0K | 0.13% | +951 | New |
| Connecticut Wealth Management, LLC | 946 | $245.0K | 0.02% | +946 | New |
| UMA Financial Services, Inc. | 974 | $245.0K | 0.06% | +974 | New |
| Rice Partnership, LLC | 943 | $244.0K | 0.07% | −212−18.4% | Reduced |
| Klingman & Associates, LLC | 944 | $244.0K | 0.02% | +944 | New |
| Ahrens Investment Partners LLC | 945 | $244.0K | 0.11% | +945 | New |
| Wealthgate Family Office, LLC | 943 | $244.0K | 0.38% | +943 | New |
| Mach-1 Financial Group, Inc. | 944 | $244.0K | 0.16% | +944 | New |
| Mission Financial Group, LLC | 1,011 | $243.9K | 0.23% | +1,011 | New |
| Hoylecohen, LLC | 940 | $243.0K | 0.02% | +940 | New |
| TFG Advisers LLC | 939 | $243.0K | 0.11% | +939 | New |
| Interchange Capital Partners, LLC | 933 | $241.0K | 0.24% | +933 | New |
| Meridian Financial Partners LLC | 1,023 | $240.0K | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 931 | $240.0K | 0.07% | +931 | New |
| Golden Green, Inc. | 923 | $239.0K | 0.19% | +923 | New |
| Sowa Financial Group, Inc. | 919 | $238.0K | 0.14% | +919 | New |
| Hamilton Wealth, LLC | 914 | $236.0K | 0.11% | +914 | New |
| Capital Financial Planning, LLC | 914 | $236.0K | 0.08% | +914 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 913 | $236.0K | 0.15% | +913 | New |
| AGF Investments LLC | 908 | $235.0K | 0.02% | −188−17.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 910 | $235.0K | 0.05% | −185−16.9% | Reduced |
| Nova R Wealth, Inc. | 910 | $235.0K | 0.19% | +910 | New |
| Intrua Financial, LLC | 904 | $234.0K | 0.04% | +904 | New |
| Continuum Advisory, LLC | 906 | $234.0K | 0.05% | +906 | New |
| Parcion Private Wealth LLC | 951 | $233.0K | 0.02% | −85−8.2% | Reduced |
| Systematic Alpha Investments, LLC | 903 | $233.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 900 | $233.0K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 902 | $233.0K | 0.04% | +902 | New |
| Nikulski Financial, Inc. | 901 | $233.0K | 0.10% | +901 | New |
| Diamant Asset Management, Inc. | 900 | $233.0K | 0.17% | +900 | New |
| Innova Wealth Partners | 900 | $233.0K | 0.17% | +900 | New |
| Oldfather Financial Services, LLC | 1,021 | $232.0K | 0.12% | +47+4.8% | Added |
| Versant Capital Management, Inc | 899 | $232.0K | 0.08% | −1−0.1% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 898 | $232.0K | 0.16% | +898 | New |
| McCollum Christoferson Group LLC | 893 | $231.0K | 0.05% | +893 | New |
| Argent Capital Management LLC | 890 | $230.0K | 0.01% | +890 | New |
| Destination Wealth Management | 886 | $229.0K | 0.01% | +886 | New |
| Jaffetilchin Investment Partners, LLC | 883 | $228.0K | 0.02% | +883 | New |
| YorkBridge Wealth Partners, LLC | 882 | $228.0K | 0.05% | +882 | New |
| Madden Securities Corp | 883 | $228.0K | 0.11% | +883 | New |
| Clearview Wealth Advisors LLC | 877 | $227.0K | 0.14% | +276+45.9% | Added |
| Berkshire Bank | 879 | $227.0K | 0.05% | +879 | New |
| Brown, Lisle/Cummings, Inc. | 875 | $226.2K | 0.11% | +875 | New |
| Soltis Investment Advisors LLC | 873 | $226.0K | 0.03% | +873 | New |
| Howard Capital Management Inc. | 896 | $225.0K | 0.03% | −127−12.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 871 | $225.0K | 0.07% | +871 | New |
| Independent Solutions Wealth Management, LLC | 870 | $224.9K | 0.05% | +870 | New |
| Old North State Trust, LLC | 866 | $224.0K | 0.16% | −928−51.7% | Reduced |
| Landaas & Co | 867 | $224.0K | 0.12% | +867 | New |
| Successful Portfolios LLC | 864 | $223.0K | 0.12% | +864 | New |
| Corrigan Financial, Inc. | 863 | $223.0K | 0.06% | +863 | New |
| Benchmark Financial Wealth Advisors, LLC | 853 | $221.0K | 0.09% | +853 | New |
| Guerra Pan Advisors, LLC | 854 | $221.0K | 0.22% | +854 | New |
| Conservest Capital Advisors, Inc. | 850 | $220.0K | 0.02% | +850 | New |
| Aufman Associates Inc | 852 | $220.0K | 0.16% | +852 | New |
| Goepper Burkhardt LLC | 852 | $220.0K | 0.13% | +852 | New |
| Ellis Investment Partners, LLC | 850 | $219.0K | 0.05% | +10+1.2% | Added |
| Fernwood Investment Management, LLC | 849 | $219.0K | 0.07% | +849 | New |
| FirstPurpose Wealth LLC | 849 | $219.0K | 0.14% | +849 | New |
| Deuterium Capital Management, LLC | 843 | $218.0K | 0.32% | +843 | New |
| Private Portfolio Partners LLC | 840 | $217.3K | 0.06% | +840 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 838 | $217.0K | 0.08% | −450−34.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 840 | $217.0K | 0.17% | +840 | New |
| Abner Herrman & Brock LLC | 836 | $216.0K | 0.03% | −193−18.8% | Reduced |
| Whelan Financial | 836 | $216.0K | 0.13% | +836 | New |
| Wealth Management Solutions, LLC | 835 | $216.0K | 0.11% | +835 | New |
| Titleist Asset Management, Ltd. | 831 | $215.0K | 0.04% | +831 | New |
