| Old Port Advisors | 836 | $218.7K | 0.06% | −355−29.8% | Reduced |
| Harrell Investment Partners, LLC | 837 | $219.0K | 0.06% | −277−24.9% | Reduced |
| Barlow Wealth Partners, Inc. | 914 | $220.1K | 0.03% | +914 | New |
| Chesapeake Capital Corp | 843 | $220.6K | 0.20% | +843 | New |
| Legacy Trust | 843 | $220.6K | 0.05% | +843 | New |
| Meritage Portfolio Management | 843 | $221.0K | 0.01% | +843 | New |
| Berkshire Asset Management LLC | 1,118 | $221.2K | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 846 | $221.3K | 0.06% | +846 | New |
| OLIO Financial Planning | 876 | $221.8K | 0.09% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 848 | $221.9K | 0.09% | −455−34.9% | Reduced |
| Greatmark Investment Partners, Inc. | 850 | $222.4K | 0.03% | +850 | New |
| Ellis Investment Partners, LLC | 850 | $222.4K | 0.04% | +850 | New |
| Cora Capital Advisors LLC | 850 | $222.4K | 0.11% | +850 | New |
| Kohmann Bosshard Financial Services, LLC | 853 | $223.2K | 0.03% | +853 | New |
| Sippican Capital Advisors | 854 | $223.4K | 0.16% | +854 | New |
| Great Oak Capital Partners, LLC | 894 | $223.6K | 0.08% | +894 | New |
| Shira Ridge Wealth Management | 855 | $223.7K | 0.11% | +855 | New |
| Brooklyn FI, LLC | 857 | $224.2K | 0.08% | +857 | New |
| TCP Asset Management, LLC | 857 | $224.2K | 0.05% | +857 | New |
| Harbour Trust & Investment Management Co | 859 | $224.7K | 0.03% | +859 | New |
| Saybrook Capital | 860 | $225.0K | 0.06% | +860 | New |
| Foundation Wealth Management, LLC | 860 | $225.1K | 0.17% | +860 | New |
| Pacific Global Investment Management CO | 861 | $225.3K | 0.04% | +861 | New |
| Emergent Wealth Advisors, LLC | 862 | $225.5K | 0.17% | +862 | New |
| USAdvisors Wealth Management, LLC | 871 | $226.0K | 0.08% | +871 | New |
| Bangor Savings Bank | 865 | $226.3K | 0.02% | −205−19.2% | Reduced |
| Washington Trust Bank | 866 | $226.6K | 0.02% | +866 | New |
| Creekmur Asset Management LLC | 870 | $227.6K | 0.05% | −18−2.0% | Reduced |
| 44 Wealth Management LLC | 1,068 | $228.2K | 0.08% | +1,068 | New |
| Osborne Partners Capital Management, LLC | 875 | $228.9K | 0.01% | +875 | New |
| First National Bank of Mount Dora, Trust Investment Services | 875 | $228.9K | 0.05% | +875 | New |
| Fogel Capital Management, Inc. | 877 | $229.4K | 0.12% | +877 | New |
| Truefg, LLC | 878 | $229.7K | 0.08% | +878 | New |
| Meridian Investment Counsel Inc. | 880 | $230.2K | 0.07% | +880 | New |
| Rockland Trust Co | 881 | $230.5K | 0.01% | +881 | New |
| McLean Asset Management Corp | 922 | $230.6K | 0.07% | −138−13.0% | Reduced |
| Boulder Wealth Advisors, LLC | 885 | $231.5K | 0.13% | −327−27.0% | Reduced |
| Heirloom Wealth Management | 885 | $231.5K | 0.07% | +885 | New |
| Denver Wealth Management, Inc. | 885 | $231.5K | 0.11% | +885 | New |
| Heritage Wealth Management, Inc. | 886 | $231.8K | 0.21% | +886 | New |
| Heritage Investors Management Corp | 886 | $232.0K | 0.01% | +886 | New |
| BancFirst Trust & Investment Management | 893 | $232.6K | 0.08% | +893 | New |
| Hanlon Investment Management, Inc. | 890 | $232.9K | 0.07% | −125−12.3% | Reduced |
| Donaldson Capital Management, LLC | 892 | $233.4K | 0.01% | +892 | New |
| Two Sigma Advisers, LP | 893 | $233.6K | 0.00% | +893 | New |
| Westshore Wealth, LLC | 896 | $234.4K | 0.10% | −184−17.0% | Reduced |
| Twin Lakes Capital Management, LLC | 897 | $234.7K | 0.15% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 899 | $235.0K | 0.04% | −800−47.1% | Reduced |
| Essex LLC | 899 | $235.2K | 0.05% | +899 | New |
| Anfield Capital Management, LLC | 899 | $235.2K | 0.09% | +30+3.5% | Added |
| MA Private Wealth | 900 | $235.5K | 0.04% | +900 | New |
| Solitude Financial Services | 900 | $235.5K | 0.10% | +900 | New |
| Goldstein Advisors, LLC | 901 | $235.7K | 0.04% | +901 | New |
| International Private Wealth Advisors LLC | 904 | $236.5K | 0.35% | −510−36.1% | Reduced |
| Acas, LLC | 907 | $237.3K | 0.20% | 00.0% | Unchanged |
| Future Fund LLC | 954 | $237.5K | 0.69% | −888−48.2% | Reduced |
| Community Bank, N.A. | 908 | $237.6K | 0.03% | +38+4.4% | Added |
| Cumberland Partners Ltd | 909 | $237.8K | 0.02% | +909 | New |
| First Dallas Securities Inc. | 910 | $238.1K | 0.10% | +910 | New |
| Charter Trust Co | 911 | $238.3K | 0.02% | +911 | New |
| Dechtman Wealth Management, LLC | 911 | $238.3K | 0.05% | +911 | New |
| Trustmark National Bank Trust Department | 913 | $238.9K | 0.02% | −544−37.3% | Reduced |
| Old Point Trust & Financial Services N A | 915 | $239.4K | 0.09% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 915 | $239.4K | 0.09% | +915 | New |
| NorthStar Asset Management LLC | 920 | $240.7K | 0.16% | +920 | New |
| West Paces Advisors Inc. | 921 | $241.0K | 0.06% | +20+2.2% | Added |
| V2 Financial group LLC | 922 | $241.2K | 0.16% | +6+0.7% | Added |
| AlphaQ Advisors LLC | 922 | $241.2K | 0.67% | +922 | New |
| Naples Money Management LLC | 923 | $241.5K | 0.20% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 924 | $241.8K | 0.12% | +924 | New |
| FF Advisors,LLC | 1,105 | $242.2K | 0.16% | +1,105 | New |
| Tradewinds Capital Management, LLC | 927 | $242.5K | 0.06% | +61+7.0% | Added |
| Westhampton Capital, LLC | 930 | $243.3K | 0.12% | +930 | New |
| Alpha Omega Group, Inc. | 936 | $244.9K | 0.34% | +936 | New |
| Prepared Retirement Institute LLC | 936 | $244.9K | 0.15% | +936 | New |
| Legacy Financial Group, Inc. | 981 | $245.1K | 0.08% | −117−10.7% | Reduced |
| Wiser Wealth Management, Inc | 937 | $245.1K | 0.07% | +937 | New |
| MBE Wealth Management, LLC | 940 | $245.9K | 0.14% | +940 | New |
| Cobblestone Capital Advisors LLC | 941 | $246.2K | 0.01% | +941 | New |
| Tocqueville Asset Management L.P. | 942 | $246.5K | 0.00% | +942 | New |
| Howard Bailey Securities, LLC | 942 | $246.5K | 0.09% | +942 | New |
| Shilanski & Associates, Inc. | 943 | $246.7K | 0.08% | −149−13.6% | Reduced |
| Hudock, Inc. | 945 | $247.2K | 0.04% | +945 | New |
| SWS Partners | 948 | $248.0K | 0.08% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 948 | $248.0K | 0.15% | +948 | New |
| Thompson Investment Management, Inc. | 949 | $248.3K | 0.04% | −1,700−64.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 948 | $249.0K | 0.11% | −806−46.0% | Reduced |
| BancorpSouth Bank | 957 | $250.4K | 0.02% | −976−50.5% | Reduced |
| Golden Road Advisors LLC | 960 | $251.2K | 0.20% | −43−4.3% | Reduced |
| McDonald Partners LLC | 960 | $251.2K | 0.06% | −221−18.7% | Reduced |
| Washburn Capital Management, Inc. | 965 | $252.5K | 0.18% | +965 | New |
| Trinity Financial Advisors LLC | 1,019 | $252.9K | 0.11% | +1,019 | New |
| W.H. Cornerstone Investments Inc. | 966 | $253.0K | 0.17% | +966 | New |
| Weinberger Asset Management, Inc | 970 | $253.8K | 0.11% | +970 | New |
| Addison Advisors LLC | 970 | $253.8K | 0.07% | −17−1.7% | Reduced |
| Sandbox Financial Partners, LLC | 971 | $253.9K | 0.09% | +971 | New |
| TPG Financial Advisors, LLC | 971 | $254.0K | 0.11% | +971 | New |
| Visionary Horizons, LLC | 972 | $254.3K | 0.17% | +972 | New |
| ACT Advisors, LLC. | 974 | $254.8K | 0.12% | +974 | New |
| Bay Harbor Wealth Management, LLC | 975 | $255.1K | 0.08% | 00.0% | Unchanged |
