| Beacon Financial Planning, Inc | 338 | $243.4K | 0.08% | +338 | New |
| Silvercrest Asset Management Group LLC | 337 | $242.7K | 0.00% | +337 | New |
| Sound View Wealth Advisors Group, LLC | 336 | $241.9K | 0.02% | +336 | New |
| MW Advisory, LLC | 336 | $241.9K | 0.10% | +336 | New |
| Anchor Bay Capital, Inc. | 365 | $241.2K | 0.13% | +365 | New |
| Empirical Asset Management, LLC | 334 | $240.5K | 0.05% | −717−68.2% | Reduced |
| Chase Investment Counsel Corp | 334 | $240.0K | 0.05% | −375−52.9% | Reduced |
| M.D. Sass Investors Services, Inc. | 332 | $239.1K | 0.02% | −63,110−99.5% | Reduced |
| Trust Co of Virginia | 330 | $237.6K | 0.02% | +330 | New |
| Swiss Re Ltd | 328 | $236.2K | 0.02% | +276+530.8% | Added |
| Alta Wealth Advisors LLC | 328 | $236.2K | 0.06% | +328 | New |
| Capstone Wealth Management Group, Inc. | 328 | $236.1K | 0.14% | +328 | New |
| New Hampshire Trust | 326 | $234.7K | 0.04% | +326 | New |
| Elyxium Wealth, LLC | 325 | $234.0K | 0.02% | +325 | New |
| Joel Isaacson & Co., LLC | 325 | $234.0K | 0.01% | +325 | New |
| Adelphi Trust Co | 325 | $234.0K | 0.16% | +325 | New |
| Terry L. Blaker | 324 | $233.3K | 0.01% | +324 | New |
| Claret Asset Management Corp | 323 | $233.0K | 0.03% | −278−46.3% | Reduced |
| Allegheny Financial Group LTD | 323 | $232.9K | 0.02% | +323 | New |
| DV Trading LLC | 323 | $232.6K | 0.02% | +323 | New |
| Cushing Capital Partners, LLC | 323 | $232.5K | 0.16% | +323 | New |
| Pine Harbor Wealth Management, LLC | 322 | $231.9K | 0.06% | +322 | New |
| Hills Bank & Trust Co | 321 | $231.1K | 0.01% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 321 | $230.8K | 0.04% | +321 | New |
| DHJJ Financial Advisors, Ltd. | 320 | $230.4K | 0.07% | 00.0% | Unchanged |
| Elevatus Welath Management | 319 | $229.7K | 0.06% | +319 | New |
| West Family Investments, Inc. | 319 | $229.7K | 0.07% | +319 | New |
| Johnson Financial Group, LLC | 318 | $229.0K | 0.01% | +318 | New |
| Balance Wealth, LLC | 318 | $228.9K | 0.06% | +318 | New |
| Veritas Investment Partners (UK) Ltd. | 317 | $228.2K | 0.01% | −100−24.0% | Reduced |
| WT Wealth Management | 316 | $227.5K | 0.06% | −90−22.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 315 | $226.8K | 0.02% | +315 | New |
| Lynch Investment Planning, LLC | 315 | $226.8K | 0.17% | +315 | New |
| Palumbo Wealth Management LLC | 314 | $226.1K | 0.05% | +314 | New |
| Fearless Solutions, LLC dba Best Invest | 314 | $226.1K | 0.12% | +314 | New |
| Matters Capital LLC | 314 | $226.1K | 0.16% | +314 | New |
| Advisory Advocates, LLC | 314 | $226.1K | 0.19% | +314 | New |
| One Day In July LLC | 312 | $224.7K | 0.02% | +312 | New |
| Sweeney & Michel, LLC | 333 | $223.8K | 0.06% | +333 | New |
| AlphaGrep UK Ltd | 310 | $223.2K | 0.07% | −1,128−78.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 310 | $223.2K | 0.11% | −100−24.4% | Reduced |
| Sprinkle Financial Consultants LLC | 310 | $223.2K | 0.09% | +310 | New |
| Y.D. More Investments Ltd | 5,758 | $222.0K | 0.01% | +595+11.5% | Added |
| ICW Investment Advisors LLC | 307 | $221.3K | 0.08% | +307 | New |
| Napier Financial, LLC | 307 | $221.1K | 0.05% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 306 | $220.3K | 0.05% | +306 | New |
| Levin Capital Strategies, L.P. | 306 | $220.3K | 0.01% | +306 | New |
| Asset One Wealth Management LLC | 338 | $219.3K | 0.02% | −26−7.1% | Reduced |
| Capital Advisors Inc | 304 | $218.9K | 0.00% | +304 | New |
| Greenspring Advisors, LLC | 302 | $217.5K | 0.01% | +302 | New |
| FWL Investment Management, LLC | 302 | $217.5K | 0.04% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 302 | $217.5K | 0.05% | +302 | New |
| Trust Co of the South | 302 | $217.5K | 0.03% | +302 | New |
| Elser Financial Planning, Inc | 302 | $217.5K | 0.01% | +302 | New |
| McGowan Group Asset Management, Inc. | 301 | $216.4K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 300 | $216.0K | 0.01% | +300 | New |
| Osterweis Capital Management Inc | 300 | $216.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 300 | $216.0K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 300 | $216.0K | 0.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 300 | $216.0K | 0.03% | +300 | New |
| Palogic Value Management, L.P. | 300 | $216.0K | 0.08% | +300 | New |
| Armistice Capital, LLC | 300 | $216.0K | 0.01% | +300 | New |
| Guardian Financial Partners, LLC | 300 | $216.0K | 0.08% | +300 | New |
| Perennial Investment Advisors, LLC | 300 | $216.0K | 0.01% | +300 | New |
| Tevis Investment Management | 299 | $215.3K | 0.12% | +299 | New |
| Power Wealth Management LLC | 299 | $215.3K | 0.07% | +299 | New |
| Simon Quick Advisors, LLC | 297 | $213.9K | 0.01% | +297 | New |
| Tred Avon Family Wealth, LLC | 297 | $213.9K | 0.07% | +297 | New |
| Crusonia Wealth Advisors LLC | 294 | $211.9K | 0.03% | +294 | New |
| KCM Investment Advisors LLC | 291 | $209.5K | 0.01% | +291 | New |
| Burke & Herbert Bank & Trust Co | 290 | $208.8K | 0.05% | +290 | New |
| Accretive Wealth Partners, LLC | 290 | $208.8K | 0.05% | +290 | New |
| Limestone Investment Advisors LP | 290 | $208.8K | 0.10% | +290 | New |
| Gould Asset Management LLC | 289 | $208.1K | 0.03% | +289 | New |
| Mitchell Capital Management Co | 288 | $207.4K | 0.03% | +288 | New |
| First National Bank of Hutchinson | 288 | $207.4K | 0.11% | +288 | New |
| Traveka Wealth, LLC | 288 | $207.4K | 0.07% | +288 | New |
| Pring Turner Capital Group Inc | 309 | $206.6K | 0.12% | −60−16.3% | Reduced |
| Beck Capital Management, LLC | 287 | $206.3K | 0.04% | +287 | New |
| Meadowbrook Advisors Group, LLC | 286 | $205.9K | 0.11% | +286 | New |
| Seelaus Asset Management LLC | 285 | $205.2K | 0.14% | −1,080−79.1% | Reduced |
| Quadcap Wealth Management, LLC | 285 | $205.2K | 0.02% | +285 | New |
| Montchanin Asset Management, LLC | 285 | $205.0K | 0.21% | +285 | New |
| Geneos Wealth Management Inc. | 283 | $203.8K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 282 | $203.1K | 0.07% | +282 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 281 | $202.5K | 0.08% | +281 | New |
| Bearing Point Capital, LLC | 281 | $202.3K | 0.03% | +281 | New |
| Green Harvest Asset Management LLC | 280 | $201.6K | 0.00% | +280 | New |
| Glass Jacobson Investment Advisors llc | 280 | $201.6K | 0.06% | +280 | New |
| Wellington-Altus USA Inc. | 367 | $201.5K | 0.15% | −467−56.0% | Reduced |
| Thrive Wealth Management, LLC | 279 | $200.9K | 0.03% | +279 | New |
| Howard Financial Services, Ltd. | 278 | $200.2K | 0.02% | +278 | New |
| Aegis Wealth Management LLC | 278 | $200.2K | 0.09% | +278 | New |
| Independent Solutions Wealth Management, LLC | 278 | $200.2K | 0.03% | +278 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 270 | $194.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 267 | $192.3K | 0.04% | 00.0% | Unchanged |
| YANKCOM Partnership | 267 | $192.2K | 0.07% | +17+6.8% | Added |
| Cetera Trust Company, N.A | 266 | $191.5K | 0.10% | 00.0% | Unchanged |
| Pingora Partners LLC | 264 | $190.1K | 0.11% | −15−5.4% | Reduced |
| Disciplina Capital Management LLC | 253 | $182.4K | 0.02% | 00.0% | Unchanged |
