| Equitable Trust Co | 899 | $221.4K | 0.01% | −1,060−54.1% | Reduced |
| J.M. Arbour, LLC | 899 | $221.4K | 0.19% | −141−13.6% | Reduced |
| Piedmont Capital Management, LLC | 896 | $220.6K | 0.13% | +896 | New |
| Marble Harbor Investment Counsel, LLC | 894 | $220.1K | 0.02% | +894 | New |
| Good Steward Wealth Advisors,LLC | 893 | $219.9K | 0.13% | −85−8.7% | Reduced |
| Biondo Investment Advisors, LLC | 891 | $219.4K | 0.03% | +891 | New |
| PFG Advisors | 890 | $219.2K | 0.01% | −201−18.4% | Reduced |
| First Foundation Advisors | 889 | $218.9K | 0.01% | +889 | New |
| Gold Investment Management Ltd. | 888 | $218.6K | 0.06% | +302+51.5% | Added |
| Avenue 1 Advisors, LLC | 887 | $218.4K | 0.06% | +887 | New |
| Luts & Greenleigh Group, Inc | 885 | $217.9K | 0.16% | +885 | New |
| Capital Investment Management, Inc. | 882 | $217.3K | 0.07% | +882 | New |
| W Advisors, LLC | 880 | $216.7K | 0.10% | +880 | New |
| Charter Capital Management, LLC | 880 | $216.6K | 0.10% | +880 | New |
| Hoxton Planning & Management, LLC | 879 | $216.4K | 0.06% | +879 | New |
| BNB Wealth Management, LLC | 878 | $216.2K | 0.12% | +878 | New |
| Ameriflex Group, Inc. | 875 | $215.5K | 0.09% | +19+2.2% | Added |
| SBI Securities Co., Ltd. | 875 | $215.4K | 0.00% | −6−0.7% | Reduced |
| WealthShield Partners, LLC | 874 | $215.2K | 0.03% | +874 | New |
| GTS Securities LLC | 872 | $214.7K | 0.00% | −2,184−71.5% | Reduced |
| Veracity Capital LLC | 870 | $214.3K | 0.06% | +870 | New |
| Cora Capital Advisors LLC | 868 | $213.7K | 0.06% | +868 | New |
| Wedge Capital Management L L P | 865 | $213.0K | 0.00% | +865 | New |
| WealthPoint Financial, LLC | 865 | $213.0K | 0.16% | +865 | New |
| Glen Eagle Advisors, LLC | 864 | $212.7K | 0.03% | −43−4.7% | Reduced |
| LM Advisors LLC | 862 | $212.0K | 0.02% | +862 | New |
| Up Strategic Wealth Investment Advisors LLC | 828 | $211.4K | 0.13% | +828 | New |
| Reynders McVeigh Capital Management, LLC | 856 | $211.0K | 0.01% | −142−14.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 855 | $210.5K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 855 | $210.5K | 0.05% | +855 | New |
| Traveka Wealth, LLC | 855 | $210.5K | 0.07% | +855 | New |
| Destination Wealth Management | 854 | $210.3K | 0.00% | +854 | New |
| SFMG, LLC | 851 | $209.5K | 0.01% | +851 | New |
| Atlantic Edge Private Wealth Management, LLC | 845 | $208.1K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 844 | $207.8K | 0.13% | −35−4.0% | Reduced |
| Sagewood Asset Management LP | 842 | $207.3K | 0.05% | +842 | New |
| Gouws Capital LLC | 840 | $206.8K | 0.10% | +840 | New |
| Lake Street Financial LLC | 839 | $206.8K | 0.02% | +839 | New |
| Tranquility Partners, LLC | 839 | $206.6K | 0.07% | +839 | New |
| Impact Capital Partners LLC | 838 | $206.3K | 0.06% | +838 | New |
| Resolute Wealth Strategies, LLC | 838 | $206.3K | 0.08% | +838 | New |
| Excelsior Advisor Network LLC | 829 | $204.1K | 0.03% | +829 | New |
| Encompass More Asset Management | 825 | $203.2K | 0.03% | +825 | New |
| Retirement Income Solutions, Inc | 975 | $202.9K | 0.03% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 824 | $202.9K | 0.03% | +824 | New |
| EdgeRock Capital LLC | 824 | $202.9K | 0.05% | +824 | New |
| PCM Encore, LLC | 824 | $202.8K | 0.04% | +824 | New |
| Second Half Financial Partners, LLC | 822 | $202.4K | 0.08% | +822 | New |
| Fundamentun, LLC | 821 | $202.1K | 0.01% | +821 | New |
| Teza Capital Management LLC | 821 | $202.1K | 0.39% | +821 | New |
| First Heartland Consultants, Inc. | 821 | $202.1K | 0.01% | +821 | New |
| Clifford Swan Investment Counsel LLC | 818 | $201.4K | 0.01% | +818 | New |
| Associated Banc-Corp | 818 | $201.4K | 0.00% | +818 | New |
| Fairview Capital Investment Management, LLC | 817 | $201.2K | 0.01% | +817 | New |
| Kapstone Financial Advisors LLC | 816 | $200.9K | 0.08% | +816 | New |
| Wealth Architects, LLC | 813 | $200.2K | 0.02% | +813 | New |
| Lloyd Advisory Services, LLC. | 804 | $197.9K | 0.08% | +804 | New |
| Ni Acquisitions Company, LLC | 747 | $189.7K | 0.08% | +747 | New |
| First National Bank | 753 | $185.4K | 0.07% | −210−21.8% | Reduced |
| Hilton Head Capital Partners, LLC | 752 | $185.2K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 723 | $178.0K | 0.02% | −112−13.4% | Reduced |
| Golden State Wealth Management, LLC | 718 | $177.0K | 0.02% | +73+11.3% | Added |
| Swiss Re Ltd | 701 | $172.6K | 0.02% | +701 | New |
| Cohen & Steers, Inc. | 700 | $172.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 697 | $171.6K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 650 | $160.0K | 0.50% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 635 | $156.3K | 0.04% | −7−1.1% | Reduced |
| Coastline Trust Co | 624 | $153.6K | 0.01% | −50−7.4% | Reduced |
| Salomon & Ludwin, LLC | 598 | $150.5K | 0.01% | −42−6.6% | Reduced |
| Bell Investment Advisors, Inc | 610 | $150.2K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 595 | $146.5K | 0.01% | +27+4.8% | Added |
| Smallwood Wealth Investment Management, LLC | 591 | $145.5K | 0.06% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 585 | $144.0K | 0.02% | +90+18.2% | Added |
| Beaird Harris Wealth Management, LLC | 585 | $144.0K | 0.01% | +135+30.0% | Added |
| Silver Grove Financial Group, Inc. | 574 | $141.2K | 0.08% | +574 | New |
| Truvestments Capital LLC | 571 | $140.6K | 0.02% | +166+41.0% | Added |
| Capital Advisors, Ltd. LLC | 569 | $140.0K | 0.01% | +2+0.4% | Added |
| Core Alternative Capital | 564 | $138.9K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 560 | $137.9K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 550 | $135.4K | 0.05% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 527 | $129.8K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 510 | $125.6K | 0.04% | +100+24.4% | Added |
| Prosperity Bancshares Inc | 509 | $125.3K | 0.08% | +100+24.4% | Added |
| Farmers & Merchants Investments Inc | 507 | $124.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 506 | $124.6K | 0.01% | +368+266.7% | Added |
| Basepoint Wealth LLC | 504 | $124.0K | 0.07% | +34+7.2% | Added |
| EFG International AG | 503 | $124.0K | 0.00% | −156−23.7% | Reduced |
| S.A. Mason LLC | 494 | $121.6K | 0.04% | +494 | New |
| Hollencrest Capital Management | 489 | $120.4K | 0.01% | −300−38.0% | Reduced |
| Bayban | 484 | $119.2K | 0.09% | 00.0% | Unchanged |
| Asset Planning,Inc | 480 | $118.2K | 0.08% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 477 | $117.4K | 0.09% | −1−0.2% | Reduced |
| Montgomery Financial Services LLC | 465 | $114.5K | 0.10% | +465 | New |
| SOA Wealth Advisors, LLC. | 462 | $113.8K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 449 | $110.6K | 0.01% | −465−50.9% | Reduced |
| Silvant Capital Management LLC | 447 | $110.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 444 | $109.3K | 0.01% | −8−1.8% | Reduced |
| Sfam, LLC | 437 | $107.6K | 0.09% | 00.0% | Unchanged |
| Riverview Trust Co | 436 | $107.4K | 0.13% | 00.0% | Unchanged |
| Networth Advisors, LLC | 430 | $105.8K | 0.06% | +390+975.0% | Added |
