| Markin Asset Management, LP | 736 | $219.2K | 0.19% | +736 | New |
| Cary Street Partner Investment Advisory LLC | 735 | $218.9K | 0.04% | +83+12.7% | Added |
| Cascade Wealth Advisors, Inc | 1,000 | $218.7K | 0.09% | +1,000 | New |
| Meridian Wealth Partners, LLC | 732 | $218.2K | 0.03% | +732 | New |
| Stock Yards Bank & Trust Co | 732 | $218.1K | 0.01% | +732 | New |
| Jacobsen Capital Management | 732 | $218.1K | 0.06% | +732 | New |
| South State Corp. | 730 | $217.5K | 0.01% | +9+1.2% | Added |
| NWF Advisory Services Inc. | 729 | $217.2K | 0.02% | +729 | New |
| Private Wealth Asset Management, LLC | 728 | $216.9K | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 725 | $216.0K | 0.01% | +725 | New |
| Atlanta Consulting Group Advisors, LLC | 725 | $216.0K | 0.03% | +725 | New |
| Texas Bank & Trust Co | 725 | $216.0K | 0.07% | +725 | New |
| LBMC Investment Advisors, LLC | 724 | $215.7K | 0.01% | +724 | New |
| Berkeley, Inc | 718 | $213.9K | 0.07% | +718 | New |
| Vision Capital Management, Inc. | 717 | $213.6K | 0.02% | +717 | New |
| Diversified Enterprises, LLC | 712 | $212.1K | 0.01% | +712 | New |
| My Purposeful Wealth Corp. | 709 | $211.3K | 0.04% | +709 | New |
| Patriot Financial Group Insurance Agency, LLC | 709 | $211.2K | 0.02% | +709 | New |
| Waters Parkerson & Co., LLC | 707 | $210.6K | 0.01% | +707 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 706 | $210.3K | 0.06% | +706 | New |
| T3 Companies, LLC | 705 | $210.0K | 0.24% | +705 | New |
| Plancorp, LLC | 964 | $209.6K | 0.01% | +964 | New |
| Clear Wave Wealth Management LLC | 703 | $209.4K | 0.05% | +703 | New |
| Fogel Capital Management, Inc. | 702 | $209.1K | 0.08% | +702 | New |
| WJ Wealth Management, LLC | 700 | $208.5K | 0.08% | +700 | New |
| Barnes Pettey Financial Advisors, LLC | 700 | $208.5K | 0.07% | +700 | New |
| Cladis Investment Advisory, LLC | 700 | $208.5K | 0.10% | +700 | New |
| Financial Symmetry Inc | 700 | $208.5K | 0.07% | +700 | New |
| Winthrop Advisory Group LLC | 700 | $208.4K | 0.01% | +700 | New |
| BKD Wealth Advisors, LLC | 699 | $208.2K | 0.00% | +699 | New |
| Sivia Capital Partners, LLC | 697 | $207.6K | 0.03% | +697 | New |
| Westside Investment Management, Inc. | 696 | $207.3K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 696 | $207.3K | 0.04% | +696 | New |
| NVWM, LLC | 693 | $206.4K | 0.04% | −387−35.8% | Reduced |
| Iron Financial, LLC | 692 | $206.0K | 0.09% | +692 | New |
| Paradigm Financial Partners, LLC | 691 | $205.8K | 0.02% | +691 | New |
| Riverbend Wealth Management, LLC | 688 | $205.0K | 0.10% | +688 | New |
| Highline Wealth Partners LLC | 688 | $204.9K | 0.04% | +360+109.8% | Added |
| Capula Management Ltd | 687 | $204.7K | 0.00% | −51,326−98.7% | Reduced |
| Kavar Capital Partners Group, LLC | 686 | $204.4K | 0.03% | +686 | New |
| Baldwin Brothers Inc | 683 | $203.5K | 0.01% | +683 | New |
| Icapital Wealth LLC | 683 | $203.5K | 0.11% | +683 | New |
| Ehrlich Financial Group | 679 | $202.3K | 0.10% | +679 | New |
| Sunpointe, LLC | 679 | $202.3K | 0.06% | +679 | New |
| JB Capital LLC | 678 | $201.9K | 0.01% | +678 | New |
| Wealth Management Associates, Inc. | 677 | $201.8K | 0.06% | +677 | New |
| Novus Advisors, LLC | 676 | $201.4K | 0.42% | +676 | New |
| National Philanthropic Trust | 675 | $201.1K | 0.00% | +675 | New |
| Latitude Advisors, LLC | 674 | $200.9K | 0.08% | +674 | New |
| Aspire Growth Partners LLC | 674 | $200.7K | 0.12% | +674 | New |
| CFS Investment Advisory Services, LLC | 816 | $200.2K | 0.01% | +816 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | $196.0K | 0.07% | +658 | New |
| Clean Yield Group | 644 | $191.8K | 0.05% | +644 | New |
| Bell Investment Advisors, Inc | 639 | $190.4K | 0.03% | +11+1.8% | Added |
| American National Bank | 638 | $190.1K | 0.02% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 632 | $188.3K | 0.10% | +595+1,608.1% | Added |
| McMillan Office, Inc. | 630 | $187.7K | 0.02% | +30+5.0% | Added |
| Keating Financial Advisory Services, Inc. | 614 | $182.9K | 0.02% | +125+25.6% | Added |
| Archer Investment Corp | 607 | $180.8K | 0.03% | +607 | New |
| Cassaday & Co Wealth Management LLC | 601 | $179.0K | 0.00% | +172+40.1% | Added |
| Barrett & Company, Inc. | 600 | $178.7K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 654 | $177.9K | 0.01% | +18+2.8% | Added |
| Maryland Capital Advisors Inc. | 586 | $174.6K | 0.06% | +586 | New |
| LOM Asset Management Ltd | 585 | $174.3K | 0.05% | −65−10.0% | Reduced |
| Financial Consulate, Inc | 577 | $171.7K | 0.02% | +125+27.7% | Added |
| Evelyn Partners Group Ltd | 550 | $163.8K | 0.00% | +550 | New |
| Prosperity Bancshares Inc | 538 | $160.3K | 0.10% | +45+9.1% | Added |
| Aspiring Ventures, LLC | 538 | $160.3K | 0.04% | +538 | New |
| Stelac Advisory Services LLC | 534 | $159.1K | 0.03% | +534 | New |
| Clear Street Markets LLC | 529 | $157.6K | 0.03% | −6,922−92.9% | Reduced |
| Pin Oak Investment Advisors Inc | 528 | $157.0K | 0.11% | +528 | New |
| Transamerica Financial Advisors, Inc. | 525 | $156.4K | 0.01% | +247+88.8% | Added |
| UMA Financial Services, Inc. | 521 | $155.2K | 0.02% | +202+63.3% | Added |
| Key Financial Inc | 519 | $154.6K | 0.03% | +10+2.0% | Added |
| HighMark Wealth Management LLC | 514 | $153.1K | 0.05% | +134+35.3% | Added |
| Cohen & Steers, Inc. | 500 | $149.0K | 0.00% | +500 | New |
| Marathon Trading Investment Management LLC | 496 | $147.8K | 0.02% | +496 | New |
| Vision Retirement, LLC | 490 | $146.0K | 0.04% | +225+84.9% | Added |
| Action Point Financial Planning, LLC | 490 | $144.5K | 0.01% | +490 | New |
| Strategic Investment Advisors | 480 | $143.0K | 0.01% | +480 | New |
| Berbice Capital Management LLC | 465 | $138.5K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 462 | $137.6K | 0.01% | +400+645.2% | Added |
| Ni Acquisitions Company, LLC | 461 | $137.3K | 0.06% | +461 | New |
| Pittenger & Anderson Inc | 455 | $135.5K | 0.00% | +140+44.4% | Added |
| Farmers & Merchants Investments Inc | 441 | $131.4K | 0.00% | +441 | New |
| McDonald Partners LLC | 430 | $128.1K | 0.03% | +430 | New |
| Bangor Savings Bank | 430 | $128.1K | 0.01% | −147−25.5% | Reduced |
| Westfuller Advisors, LLC | 420 | $125.0K | 0.05% | +353+526.9% | Added |
| Sachetta, LLC | 419 | $124.8K | 0.06% | +109+35.2% | Added |
| Game Plan Financial Advisors, LLC | 416 | $123.9K | 0.05% | +416 | New |
| HM Payson & Co | 400 | $119.2K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 400 | $119.2K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 400 | $119.2K | 0.02% | +400 | New |
| Centerpoint Advisors, LLC | 400 | $119.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 387 | $115.3K | 0.00% | +365+1,659.1% | Added |
| Vermillion Wealth Management, Inc. | 378 | $112.6K | 0.03% | −58−13.3% | Reduced |
| SJS Investment Consulting Inc. | 377 | $112.3K | 0.01% | +241+177.2% | Added |
| Mosley Wealth Management | 376 | $112.0K | 0.04% | +341+974.3% | Added |
| Rialto Wealth Management, LLC | 375 | $111.6K | 0.02% | +141+60.3% | Added |
| Cascades Capital Asset Management, LLC | 357 | $106.3K | 0.04% | +357 | New |
