| CHB Investment Group, LLC | 928 | $231.0K | 0.12% | +928 | New |
| ISAM Funds (UK) Ltd | 929 | $230.9K | 0.13% | +929 | New |
| PDS Planning, Inc | 926 | $230.1K | 0.02% | +926 | New |
| MeadowBrook Investment Advisors LLC | 925 | $229.9K | 0.21% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 925 | $229.9K | 0.02% | +925 | New |
| WMG Financial Advisors, LLC | 924 | $229.6K | 0.10% | +924 | New |
| Independent Solutions Wealth Management, LLC | 923 | $229.4K | 0.05% | −64−6.5% | Reduced |
| Park Edge Advisors, LLC | 922 | $229.1K | 0.07% | +922 | New |
| Heartwood Wealth Advisors LLC | 921 | $228.9K | 0.03% | +921 | New |
| ASB Consultores, LLC | 920 | $228.6K | 0.09% | +920 | New |
| Zullo Investment Group, Inc. | 918 | $228.3K | 0.09% | +918 | New |
| Trust Point Inc. | 918 | $228.0K | 0.02% | −195−17.5% | Reduced |
| Norden Group LLC | 916 | $227.8K | 0.03% | +916 | New |
| Royal Capital Wealth Management, LLC | 916 | $227.6K | 0.16% | +916 | New |
| Burt Wealth Advisors | 915 | $227.4K | 0.06% | +915 | New |
| MJP Associates Inc | 914 | $227.1K | 0.04% | +914 | New |
| Canandaigua National Trust Co of Florida | 911 | $226.4K | 0.19% | +911 | New |
| Transform Wealth, LLC | 911 | $226.4K | 0.01% | +911 | New |
| Signal Advisors Wealth, LLC | 911 | $226.4K | 0.03% | +911 | New |
| MONECO Advisors, LLC | 910 | $226.2K | 0.03% | +910 | New |
| Regent Peak Wealth Advisors LLC | 907 | $225.4K | 0.05% | +907 | New |
| Maple Capital Management, Inc. | 906 | $225.1K | 0.02% | +906 | New |
| West Branch Capital LLC | 905 | $225.0K | 0.08% | −23−2.5% | Reduced |
| Bernardo Wealth Planning LLC | 904 | $224.0K | 0.05% | +904 | New |
| Boothbay Fund Management, LLC | 900 | $223.7K | 0.01% | −1,452−61.7% | Reduced |
| Jag Capital Management, LLC | 900 | $223.7K | 0.03% | +900 | New |
| Palogic Value Management, L.P. | 900 | $223.7K | 0.09% | +900 | New |
| Westhampton Capital, LLC | 900 | $223.7K | 0.11% | +900 | New |
| Jeppson Wealth Management, LLC | 900 | $223.7K | 0.08% | +900 | New |
| Richard W. Paul & Associates, LLC | 900 | $223.6K | 0.08% | −218−19.5% | Reduced |
| L2 Asset Management, LLC | 896 | $222.7K | 0.06% | +896 | New |
| Wealth Dimensions Group, Ltd. | 896 | $222.7K | 0.06% | +896 | New |
| Sage Capital Management, LLC | 895 | $222.4K | 0.11% | +895 | New |
| Broadleaf Partners, LLC | 891 | $221.4K | 0.05% | +891 | New |
| Associated Banc-Corp | 889 | $220.9K | 0.01% | +889 | New |
| Stephenson National Bank & Trust | 887 | $220.4K | 0.07% | 00.0% | Unchanged |
| Corton Capital Inc. | 886 | $220.2K | 0.11% | +886 | New |
| Financial Synergies Wealth Advisors, Inc. | 886 | $220.2K | 0.03% | +886 | New |
| Paragon Capital Management LLC | 885 | $220.2K | 0.11% | +885 | New |
| Asset Planning Corporation | 884 | $219.7K | 0.14% | +884 | New |
| PCA Investment Advisory Services Inc. | 877 | $218.0K | 0.10% | +877 | New |
| Planning Directions Inc | 877 | $217.8K | 0.13% | +877 | New |
| CWS Financial Advisors, LLC | 876 | $217.7K | 0.08% | +876 | New |
| Toth Financial Advisory Corp | 875 | $217.4K | 0.03% | −5−0.6% | Reduced |
| Wealthquest Corp | 870 | $215.9K | 0.02% | +870 | New |
| AlphaStar Capital Management, LLC | 868 | $215.7K | 0.02% | +868 | New |
| Advisors Management Group Inc | 867 | $215.0K | 0.05% | +867 | New |
| WT Wealth Management | 850 | $214.5K | 0.07% | +850 | New |
| SC&H Financial Advisors, Inc. | 862 | $214.2K | 0.05% | +862 | New |
| Ted Buchan & Co | 862 | $214.2K | 0.10% | +862 | New |
| Atomi Financial Group, Inc. | 862 | $214.1K | 0.01% | +862 | New |
| Carolinas Wealth Consulting LLC | 860 | $213.7K | 0.04% | −131−13.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 854 | $212.2K | 0.01% | +854 | New |
| Tacita Capital Inc | 850 | $211.2K | 0.14% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 850 | $211.2K | 0.02% | +550+183.3% | Added |
| Capital Management Corp | 850 | $211.2K | 0.04% | +850 | New |
| Hudson Value Partners, LLC | 850 | $211.2K | 0.08% | +850 | New |
| Foguth Wealth Management, LLC. | 868 | $211.1K | 0.08% | +868 | New |
| Foster & Motley Inc | 848 | $211.0K | 0.01% | −145−14.6% | Reduced |
| West Financial Advisors, LLC | 846 | $210.2K | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 844 | $209.7K | 0.02% | +844 | New |
| Saxon Interests, Inc. | 839 | $208.5K | 0.09% | +839 | New |
| First American Trust, FSB | 837 | $208.0K | 0.02% | +837 | New |
| PBMares Wealth Management LLC | 832 | $206.8K | 0.04% | +832 | New |
| Plotkin Financial Advisors, LLC | 829 | $206.0K | 0.12% | +829 | New |
| Evanson Asset Management, LLC | 829 | $205.9K | 0.01% | +829 | New |
| Tompkins Financial Corp | 825 | $205.0K | 0.02% | −265−24.3% | Reduced |
| Sigma Investment Counselors Inc | 825 | $205.0K | 0.01% | +825 | New |
| Gladstone Institutional Advisory LLC | 817 | $202.9K | 0.01% | +817 | New |
| CRA Financial Services, LLC | 813 | $202.0K | 0.04% | +813 | New |
| Farmers & Merchants Trust Co of Long Beach | 813 | $202.0K | 0.05% | +813 | New |
| Addison Advisors LLC | 807 | $200.5K | 0.06% | +330+69.2% | Added |
| Missouri Trust & Investment Co | 805 | $200.0K | 0.07% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 800 | $198.8K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $198.8K | 0.05% | 00.0% | Unchanged |
| Allianz SE | 800 | $198.8K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 800 | $198.8K | 0.10% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 800 | $198.8K | 0.17% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 778 | $193.3K | 0.01% | +202+35.1% | Added |
| Sawyer & Company, Inc | 750 | $186.0K | 0.07% | +750 | New |
| Johnson Financial Group, Inc. | 743 | $184.6K | 0.01% | 00.0% | Unchanged |
| Mirova | 731 | $181.7K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 728 | $180.9K | 0.04% | +20+2.8% | Added |
| Hall Laurie J Trustee | 725 | $180.0K | 0.06% | −50−6.5% | Reduced |
| WR Wealth Planners, LLC | 713 | $177.2K | 0.05% | −79−10.0% | Reduced |
| Crewe Advisors LLC | 710 | $176.4K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 700 | $174.0K | 0.02% | +50+7.7% | Added |
| Cromwell Holdings LLC | 696 | $173.0K | 0.11% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 676 | $168.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 672 | $167.0K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 651 | $164.5K | 0.07% | +500+331.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 657 | $163.3K | 0.01% | +5+0.8% | Added |
| Avalon Trust Co | 656 | $163.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 657 | $163.0K | 0.15% | −325−33.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $161.5K | 0.09% | 00.0% | Unchanged |
| American National Bank | 646 | $160.5K | 0.02% | −296−31.4% | Reduced |
| Ashton Thomas Securities, LLC | 638 | $158.5K | 0.03% | +638 | New |
| Kathleen S. Wright Associates Inc. | 619 | $153.8K | 0.06% | +2+0.3% | Added |
| Proffitt & Goodson Inc | 604 | $150.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 603 | $149.8K | 0.00% | +20+3.4% | Added |
