| Legacy Wealth Management, LLC | 500 | $258.3K | 0.09% | −105−17.4% | Reduced |
| Aurora Private Wealth, Inc. | 500 | $258.0K | 0.20% | 00.0% | Unchanged |
| LSV Asset Management | 500 | $258.0K | 0.00% | +500 | New |
| Montecito Bank & Trust | 497 | $256.8K | 0.04% | +497 | New |
| Pinnacle Bancorp, Inc. | 495 | $255.7K | 0.07% | −19−3.7% | Reduced |
| RFG Advisory, LLC | 494 | $255.2K | 0.01% | −356−41.9% | Reduced |
| Ewa, LLC | 498 | $254.3K | 0.09% | +20+4.2% | Added |
| West Bancorporation Inc | 492 | $254.2K | 0.17% | +15+3.1% | Added |
| Rappaport Reiches Capital Management, LLC | 492 | $254.2K | 0.07% | +492 | New |
| Delta Investment Management, LLC | 492 | $254.1K | 0.05% | −5,124−91.2% | Reduced |
| Portland Global Advisors LLC | 490 | $253.1K | 0.03% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 490 | $253.1K | 0.11% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 476 | $251.5K | 0.05% | −76−13.8% | Reduced |
| Foguth Wealth Management, LLC. | 484 | $250.7K | 0.09% | −228−32.0% | Reduced |
| Stephens Investment Management Group LLC | 482 | $249.0K | 0.00% | −37−7.1% | Reduced |
| Angeles Wealth Management, LLC | 482 | $249.0K | 0.02% | +482 | New |
| Copperwynd Financial, LLC | 481 | $248.5K | 0.07% | −7−1.4% | Reduced |
| Sapient Capital LLC | 480 | $248.0K | 0.00% | −383−44.4% | Reduced |
| Hyperion Partners, LLC | 480 | $248.0K | 0.16% | −4−0.8% | Reduced |
| Aveo Capital Partners, LLC | 476 | $245.9K | 0.03% | +3+0.6% | Added |
| MONECO Advisors, LLC | 476 | $245.8K | 0.03% | −5−1.0% | Reduced |
| Tandem Capital Management Corp | 475 | $245.4K | 0.13% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 474 | $244.9K | 0.02% | −6,145−92.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 474 | $244.9K | 0.08% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 473 | $244.4K | 0.07% | −103−17.9% | Reduced |
| Sunpointe, LLC | 472 | $243.8K | 0.20% | −26−5.2% | Reduced |
| BCJ Capital Management, LLC | 471 | $243.3K | 0.02% | −40−7.8% | Reduced |
| Elyxium Wealth, LLC | 470 | $242.8K | 0.13% | +470 | New |
| Moloney Securities Asset Management, LLC | 470 | $242.8K | 0.03% | −7−1.5% | Reduced |
| Hendershot Investments Inc. | 470 | $242.8K | 0.03% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 469 | $242.3K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 469 | $241.0K | 0.02% | +469 | New |
| Novak & Powell Financial Services, Inc. | 466 | $240.5K | 0.14% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 465 | $240.3K | 0.00% | −10−2.1% | Reduced |
| Wynn Capital, LLC | 464 | $239.7K | 0.16% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 463 | $239.3K | 0.09% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 463 | $239.2K | 0.04% | +463 | New |
| Cannon Advisors, Inc. | 466 | $238.9K | 0.20% | +466 | New |
| Laffer Tengler Investments | 462 | $238.7K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 462 | $238.7K | 0.01% | 00.0% | Unchanged |
| Single Point Partners, LLC | 460 | $238.0K | 0.38% | −10−2.1% | Reduced |
| Renasant Bank | 459 | $237.1K | 0.16% | −94−17.0% | Reduced |
| Arete Wealth Advisors, LLC | 461 | $237.0K | 0.02% | −49−9.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 458 | $236.6K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 457 | $236.2K | 0.10% | +6+1.3% | Added |
| Covestor Ltd | 457 | $236.0K | 0.15% | −59−11.4% | Reduced |
| Principal Street Partners, LLC | 529 | $235.8K | 0.04% | −8−1.5% | Reduced |
| LVZ Advisors, Inc. | 456 | $235.6K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 456 | $235.6K | 0.16% | +456 | New |
| Washington Trust Bank | 455 | $235.1K | 0.02% | −21−4.4% | Reduced |
| Financial Network Wealth Advisors LLC | 455 | $235.1K | 0.19% | −163−26.4% | Reduced |
| Chapin Davis, Inc. | 453 | $234.0K | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 453 | $234.0K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 453 | $234.0K | 0.09% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 452 | $233.5K | 0.01% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 451 | $233.0K | 0.03% | +2+0.4% | Added |
| Austin Private Wealth, LLC | 451 | $233.0K | 0.02% | +451 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 450 | $232.5K | 0.01% | +70+18.4% | Added |
| Rock Point Advisors, LLC | 450 | $232.5K | 0.06% | −50−10.0% | Reduced |
| Operose Advisors LLC | 450 | $232.5K | 0.08% | +114+33.9% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 448 | $231.4K | 0.14% | −10−2.2% | Reduced |
| Wolff Wiese Magana LLC | 448 | $231.4K | 0.16% | +440+5,500.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 448 | $231.4K | 0.01% | +448 | New |
| Turtle Creek Wealth Advisors, LLC | 448 | $231.4K | 0.05% | +448 | New |
| ORG Wealth Partners, LLC | 447 | $231.0K | 0.08% | +447 | New |
| Ashton Thomas Securities, LLC | 446 | $230.4K | 0.04% | +446 | New |
| Fundamentun, LLC | 445 | $230.3K | 0.02% | −8−1.8% | Reduced |
| Moody National Bank Trust Division | 445 | $229.9K | 0.02% | +445 | New |
| General Partner, Inc. | 443 | $228.9K | 0.14% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 443 | $228.9K | 0.09% | +443 | New |
| Cobblestone Capital Advisors LLC | 441 | $227.8K | 0.01% | +441 | New |
| Stanley-Laman Group, Ltd. | 440 | $227.3K | 0.03% | +440 | New |
| New Covenant Trust Company, N.A. | 441 | $226.1K | 0.22% | +441 | New |
| San Luis Wealth Advisors LLC | 437 | $226.0K | 0.05% | +437 | New |
| Valley Brook Capital Group | 435 | $224.7K | 0.16% | +435 | New |
| Security National Bank of So Dak | 434 | $224.2K | 0.12% | +434 | New |
| Hill Investment Group Partners, LLC | 502 | $224.1K | 0.03% | −5−1.0% | Reduced |
| Bank of New Hampshire | 433 | $223.7K | 0.06% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 430 | $222.1K | 0.05% | +430 | New |
| Compton Wealth Advisory Group, LLC | 426 | $220.1K | 0.06% | +426 | New |
| Moody Aldrich Partners LLC | 423 | $218.5K | 0.04% | −86−16.9% | Reduced |
| Avalon Trust Co | 422 | $218.0K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 422 | $218.0K | 0.02% | +422 | New |
| Mezzasalma Advisors, LLC | 422 | $218.0K | 0.09% | +422 | New |
| Cedrus LLC | 422 | $218.0K | 0.08% | +422 | New |
| Deseret Mutual Benefit Administrators | 418 | $215.9K | 0.11% | −111−21.0% | Reduced |
| Koshinski Asset Management, Inc. | 418 | $215.9K | 0.02% | +418 | New |
| Walkner Condon Financial Advisors LLC | 417 | $215.4K | 0.04% | +417 | New |
| Soltis Investment Advisors LLC | 416 | $215.1K | 0.02% | +416 | New |
| Concentrum Wealth Management | 416 | $214.8K | 0.08% | +416 | New |
| Hibernia Wealth Partners, LLC | 415 | $214.4K | 0.07% | +415 | New |
| Warwick Investment Management, Inc. | 414 | $214.1K | 0.05% | +414 | New |
| Family Firm, Inc. | 414 | $214.1K | 0.05% | +25+6.4% | Added |
| Cairn Investment Group, Inc. | 414 | $214.0K | 0.12% | +414 | New |
| Zega Financial, LLC | 413 | $213.4K | 0.07% | +413 | New |
| Moody Lynn & Lieberson, LLC | 412 | $212.8K | 0.01% | +412 | New |
| Stage Harbor Financial, LLC | 407 | $212.5K | 0.19% | +407 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 411 | $212.3K | 0.15% | +411 | New |
| Avidian Wealth Solutions, LLC | 411 | $212.2K | 0.01% | +411 | New |
| Seven Mile Advisory | 410 | $211.8K | 0.14% | +410 | New |
