| Willis Johnson & Associates, Inc. | 1,228 | $223.7K | 0.01% | +1,228 | New |
| Valley National Advisers Inc | 1,229 | $223.0K | 0.03% | −20−1.6% | Reduced |
| Ariadne Wealth Management, LP | 1,224 | $223.0K | 0.10% | +1,224 | New |
| Capstone Financial Advisors, Inc. | 1,223 | $222.8K | 0.01% | +1,223 | New |
| LifeWealth Investments, LLC | 1,222 | $222.6K | 0.07% | +1,222 | New |
| AssuredPartners Investment Advisors, LLC | 1,255 | $222.5K | 0.02% | +1,255 | New |
| Perfromance Wealth Partners, LLC | 1,221 | $222.4K | 0.01% | +1,221 | New |
| Spirepoint Private Client, LLC | 1,221 | $222.4K | 0.02% | +1,221 | New |
| Carson Advisory Inc. | 1,219 | $222.1K | 0.12% | +1,219 | New |
| Caliber Wealth Management, LLC | 1,219 | $222.1K | 0.02% | +1,219 | New |
| South Dakota Investment Council | 1,220 | $222.0K | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 1,218 | $221.9K | 0.01% | +1,218 | New |
| Sapient Capital LLC | 1,214 | $221.2K | 0.00% | −2,255−65.0% | Reduced |
| Trust Co of Kansas | 1,214 | $221.0K | 0.12% | +1,214 | New |
| Pointe Capital Management LLC | 1,209 | $220.3K | 0.11% | +1,209 | New |
| Curated Wealth Partners LLC | 1,209 | $220.3K | 0.03% | +1,209 | New |
| Hurlow Wealth Management Group, Inc. | 1,207 | $219.9K | 0.05% | +1,207 | New |
| Gradient Investments LLC | 1,207 | $219.9K | 0.00% | +1,207 | New |
| Schear Investment Advisers, LLC | 1,204 | $219.3K | 0.10% | +1,204 | New |
| Lodestone Wealth Management LLC | 1,203 | $219.2K | 0.09% | +9+0.8% | Added |
| Private Wealth Asset Management, LLC | 1,198 | $218.3K | 0.02% | +190+18.8% | Added |
| Charter Research & Investment Group, Inc. | 1,198 | $218.3K | 0.15% | +1,198 | New |
| Kavar Capital Partners Group, LLC | 1,198 | $218.3K | 0.03% | +1,198 | New |
| Sloy Dahl & Holst, LLC | 1,197 | $218.1K | 0.03% | +1,197 | New |
| Argus Investors' Counsel, Inc. | 1,196 | $217.9K | 0.19% | +1,196 | New |
| Income Insurance Ltd | 1,195 | $217.7K | 0.15% | +1,195 | New |
| Expressive Wealth LLC | 1,264 | $217.1K | 0.21% | +1,264 | New |
| New Republic Capital, LLC | 1,190 | $216.9K | 0.07% | −439−26.9% | Reduced |
| Global Financial Private Client, LLC | 1,186 | $216.1K | 0.07% | +1,186 | New |
| Safeguard Investment Advisory Group, LLC | 1,183 | $215.7K | 0.06% | +1,183 | New |
| Redwood Wealth Management Group, LLC | 1,184 | $215.6K | 0.09% | +1,184 | New |
| Cypress Point Wealth Management, LLC | 1,182 | $215.3K | 0.05% | +1,182 | New |
| AdvisorNet Financial, Inc | 1,181 | $215.1K | 0.01% | +5+0.4% | Added |
| Ellis Investment Partners, LLC | 1,180 | $215.1K | 0.04% | +1,180 | New |
| Charles Schwab Trust Co | 1,179 | $214.9K | 0.01% | +1,179 | New |
| City National Bank of Florida | 1,179 | $214.8K | 0.13% | +1,179 | New |
| Next Level Private LLC | 1,177 | $214.4K | 0.05% | +1,177 | New |
| Sigma Investment Counselors Inc | 1,175 | $214.1K | 0.01% | +1,175 | New |
| Clearwater Capital Advisors, LLC | 1,174 | $213.8K | 0.02% | +1,174 | New |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $213.3K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,171 | $213.3K | 0.00% | +1,171 | New |
| Coastal Investment Advisors, Inc. | 1,170 | $213.2K | 0.07% | +1,170 | New |
| Kure Advisory, LLC | 1,169 | $213.0K | 0.12% | +1,169 | New |
| Vann Equity Management LLC | 1,167 | $212.5K | 0.15% | +1,167 | New |
| Capital Advisors, Ltd. LLC | 1,165 | $212.0K | 0.02% | −55−4.5% | Reduced |
| Investment House LLC | 1,163 | $211.9K | 0.01% | +1,163 | New |
| Sanders Morris Harris LLC | 1,162 | $211.7K | 0.03% | +1,162 | New |
| Addison Capital Co | 1,159 | $211.2K | 0.04% | +1,159 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,159 | $211.1K | 0.05% | +1,159 | New |
| Hudson Valley Investment Advisors Inc | 1,158 | $211.0K | 0.03% | +1,158 | New |
| Creative Financial Designs Inc | 1,157 | $210.8K | 0.01% | −23−1.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,156 | $210.8K | 0.03% | +1,156 | New |
| Dumont & Blake Investment Advisors LLC | 1,153 | $210.1K | 0.05% | +1,153 | New |
| Northstar Group, Inc. | 1,151 | $209.7K | 0.03% | +1,151 | New |
| Lake Street Financial LLC | 1,151 | $209.6K | 0.03% | +1,151 | New |
| SMART Wealth LLC | 1,148 | $209.1K | 0.06% | +1,148 | New |
| Grandfield & Dodd, LLC | 1,147 | $209.0K | 0.01% | +1,147 | New |
| Leo Wealth, LLC | 1,144 | $208.5K | 0.02% | +1,144 | New |
| Pring Turner Capital Group Inc | 1,141 | $208.0K | 0.13% | +1,141 | New |
| Congress Park Capital LLC | 1,140 | $207.7K | 0.06% | +1,140 | New |
| Inspirion Wealth Advisors, LLC | 1,140 | $207.7K | 0.03% | +1,140 | New |
| Yoder Wealth Management, Inc. | 1,140 | $207.7K | 0.09% | +1,140 | New |
| Brown Miller Wealth Management, LLC | 1,136 | $206.9K | 0.06% | +1,136 | New |
| LifeGoal Wealth Advisors | 1,176 | $206.6K | 0.12% | +1,176 | New |
| Adamsbrown Wealth Consultants LLC | 1,131 | $206.1K | 0.05% | +1,131 | New |
| Park National Corp | 1,131 | $206.0K | 0.01% | +1,131 | New |
| KPP Advisory Services LLC | 1,130 | $205.9K | 0.03% | −651−36.6% | Reduced |
| Scarborough Advisors, LLC | 1,128 | $205.5K | 0.02% | +1,128 | New |
| Centennial Bank | 1,125 | $205.0K | 0.07% | −5−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,125 | $205.0K | 0.04% | +1,125 | New |
| Cascade Financial Partners, LLC | 1,125 | $205.0K | 0.02% | +1,125 | New |
| Hendershot Investments Inc. | 1,120 | $204.0K | 0.03% | +1,120 | New |
| Charis Legacy Partners, LLC | 1,120 | $204.0K | 0.30% | +1,120 | New |
| Fortress Private Ledger, LLC | 1,118 | $203.7K | 0.06% | +1,118 | New |
| American Trust | 1,118 | $203.7K | 0.02% | +1,118 | New |
| Raleigh Capital Management Inc. | 1,116 | $203.2K | 0.07% | +79+7.6% | Added |
| Sanchez Levi Garrett | 1,113 | $202.8K | 0.13% | +1,113 | New |
| Bank of Stockton | 1,113 | $202.8K | 0.06% | +1,113 | New |
| Compagnie Lombard Odier SCmA | 1,112 | $202.6K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,112 | $202.6K | 0.12% | +1,112 | New |
| Isthmus Partners, LLC | 1,110 | $202.2K | 0.02% | +1,110 | New |
| Accel Wealth Management | 1,110 | $202.2K | 0.05% | +1,110 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,108 | $201.9K | 0.01% | +1,108 | New |
| Monarch Capital Management Inc | 1,104 | $201.1K | 0.05% | +1,104 | New |
| Patton Albertson Miller Group, LLC | 1,102 | $200.8K | 0.02% | +1,102 | New |
| WealthBridge Capital Management, LLC | 1,101 | $200.5K | 0.05% | +1,101 | New |
| 180 Wealth Advisors, LLC | 1,100 | $200.5K | 0.02% | +1,100 | New |
| Sunburst Financial Group, LLC | 1,100 | $200.4K | 0.04% | +1,100 | New |
| Family Wealth Partners, LLC | 1,100 | $200.4K | 0.07% | +1,100 | New |
| one8zero8, LLC | 1,100 | $200.4K | 0.04% | +1,100 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,100 | $200.4K | 0.00% | +1,100 | New |
| LeConte Wealth Management, LLC | 1,099 | $200.2K | 0.13% | +1,099 | New |
| St Germain D J Co Inc | 1,096 | $199.7K | 0.01% | −635−36.7% | Reduced |
| Asset Planning,Inc | 1,085 | $197.7K | 0.14% | +3+0.3% | Added |
| Onefund, LLC | 1,109 | $195.1K | 0.13% | −119−9.7% | Reduced |
| American Capital Advisory, LLC | 1,068 | $194.6K | 0.08% | +6+0.6% | Added |
| Tiemann Investment Advisors, LLC | 1,067 | $194.4K | 0.08% | +1,067 | New |
| Sittner & Nelson, LLC | 1,061 | $193.3K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 1,054 | $192.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,005 | $183.0K | 0.02% | −158−13.6% | Reduced |
