| Blueprint Investment Partners LLC | 1,080 | $263.4K | 0.07% | −1,889−63.6% | Reduced |
| Crestone Asset Management LLC | 1,078 | $262.9K | 0.06% | −563−34.3% | Reduced |
| Citizens Financial Group Inc | 1,073 | $261.8K | 0.01% | +1,073 | New |
| Meiji Yasuda Life Insurance Co | 1,065 | $259.8K | 0.01% | −620−36.8% | Reduced |
| Rockland Trust Co | 1,063 | $259.3K | 0.01% | −20−1.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,061 | $258.8K | 0.05% | +1,061 | New |
| ZWJ Investment Counsel Inc | 1,060 | $258.5K | 0.01% | +62+6.2% | Added |
| Ignite Planners, LLC | 1,074 | $258.4K | 0.08% | +1,074 | New |
| Aptus Capital Advisors, LLC | 1,056 | $257.6K | 0.01% | −96−8.3% | Reduced |
| Horizon Family Wealth, Inc. | 1,050 | $256.2K | 0.22% | +8+0.8% | Added |
| Greenspring Advisors, LLC | 1,050 | $256.1K | 0.07% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,045 | $254.9K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,042 | $254.3K | 0.00% | −142−12.0% | Reduced |
| First National Bank of Omaha | 1,040 | $253.7K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 1,039 | $253.4K | 0.12% | +1,039 | New |
| Fidelity D & D Bancorp Inc | 1,037 | $252.9K | 0.20% | +12+1.2% | Added |
| Gateway Investment Advisers LLC | 1,036 | $252.7K | 0.00% | −79−7.1% | Reduced |
| Sky Investment Group LLC | 1,035 | $252.4K | 0.05% | −45−4.2% | Reduced |
| Pearl River Capital, LLC | 1,030 | $251.2K | 0.04% | −10,148−90.8% | Reduced |
| Global Retirement Partners, LLC | 1,023 | $251.1K | 0.01% | +65+6.8% | Added |
| Gilliland Jeter Wealth Management LLC | 1,029 | $251.0K | 0.10% | +1,029 | New |
| U.S. Capital Wealth Advisors, LLC | 1,016 | $247.8K | 0.01% | −7−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,011 | $246.7K | 0.02% | +1,011 | New |
| Wedbush Securities Inc | 1,007 | $246.0K | 0.01% | −29−2.8% | Reduced |
| Prelude Capital Management, LLC | 1,004 | $244.9K | 0.02% | −730−42.1% | Reduced |
| Keebeck Alpha, LP | 1,004 | $244.9K | 0.19% | −364−26.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,004 | $244.9K | 0.05% | +4+0.4% | Added |
| RBF Capital, LLC | 1,000 | $243.9K | 0.02% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,000 | $243.9K | 0.15% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,000 | $243.9K | 0.02% | +1,000 | New |
| Shufro Rose & Co LLC | 1,200 | $243.5K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 994 | $242.4K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 991 | $241.7K | 0.07% | −93−8.6% | Reduced |
| Radnor Capital Management, LLC | 985 | $240.0K | 0.04% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 982 | $239.5K | 0.55% | +982 | New |
| Quotient Wealth Partners, LLC | 979 | $238.8K | 0.01% | +979 | New |
| Wealth Effects LLC | 979 | $238.8K | 0.09% | +979 | New |
| Rehmann Capital Advisory Group | 970 | $236.7K | 0.02% | −94−8.8% | Reduced |
| Private Portfolio Partners LLC | 965 | $235.4K | 0.05% | +965 | New |
| Main Street Financial Solutions, LLC | 964 | $235.1K | 0.03% | +964 | New |
| Liberty Wealth Management LLC | 963 | $235.0K | 0.05% | −58−5.7% | Reduced |
| West Paces Advisors Inc. | 962 | $234.6K | 0.07% | +23+2.4% | Added |
| Camden Capital, LLC | 961 | $234.5K | 0.02% | −588−38.0% | Reduced |
| Triangle Securities Wealth Management | 955 | $232.9K | 0.07% | +955 | New |
| Capstone Investment Advisors, LLC | 945 | $230.5K | 0.00% | +945 | New |
| Everhart Financial Group, Inc. | 945 | $230.5K | 0.08% | +945 | New |
| Webster Bank, N. A. | 934 | $227.8K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 930 | $226.8K | 0.02% | +930 | New |
| Howe & Rusling Inc | 928 | $226.3K | 0.02% | −61−6.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 927 | $225.8K | 0.05% | +927 | New |
| First Personal Financial Services | 924 | $225.4K | 0.05% | −96−9.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 921 | $224.6K | 0.24% | −286−23.7% | Reduced |
| Patron Partners Advisors, LLC | 914 | $222.9K | 0.15% | −103−10.1% | Reduced |
| TRUE Private Wealth Advisors | 913 | $222.6K | 0.03% | −203−18.2% | Reduced |
| Thrive Wealth Management, LLC | 912 | $222.4K | 0.05% | +912 | New |
| Cim, LLC | 785 | $221.6K | 0.03% | +785 | New |
| Community Bank, N.A. | 900 | $219.5K | 0.03% | −200−18.2% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $219.5K | 0.06% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 900 | $219.5K | 0.06% | +900 | New |
| West Family Investments, Inc. | 900 | $219.5K | 0.07% | +900 | New |
| Alliance Wealth Advisors, LLC | 900 | $219.5K | 0.15% | +900 | New |
| Quantum Private Wealth, LLC | 900 | $219.5K | 0.09% | +900 | New |
| Mosaic Family Wealth Partners, LLC | 900 | $219.5K | 0.04% | +900 | New |
| Muirfield Wealth Advisors LLC | 899 | $219.2K | 0.23% | +899 | New |
| Michael B. Yongue | 889 | $216.8K | 0.19% | −308−25.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 888 | $216.6K | 0.04% | +888 | New |
| Ritholtz Wealth Management | 887 | $216.4K | 0.01% | +887 | New |
| Cornerstone Wealth Management, LLC | 885 | $215.9K | 0.02% | +885 | New |
| SC&H Financial Advisors, Inc. | 881 | $214.9K | 0.06% | +881 | New |
| Oppenheimer Asset Management Inc. | 878 | $214.1K | 0.00% | +878 | New |
| Ronald Blue Trust, Inc. | 1,054 | $214.0K | 0.00% | −3,971−79.0% | Reduced |
| Tobias Financial Advisors, Inc. | 876 | $213.6K | 0.05% | +876 | New |
| First Citizens Financial Corp | 875 | $213.4K | 0.14% | −2,490−74.0% | Reduced |
| Garde Capital, Inc. | 863 | $210.0K | 0.02% | +18+2.1% | Added |
| Mechanics Bank Trust Department | 860 | $209.8K | 0.03% | +860 | New |
| EverSource Wealth Advisors, LLC | 856 | $208.7K | 0.02% | +135+18.7% | Added |
| Gitterman Wealth Management, LLC | 853 | $207.9K | 0.09% | +853 | New |
| Verity & Verity, LLC | 849 | $207.1K | 0.02% | +849 | New |
| Institute for Wealth Management, LLC. | 958 | $207.0K | 0.03% | +958 | New |
| Valicenti Advisory Services Inc | 850 | $207.0K | 0.06% | +850 | New |
| Quent Capital, LLC | 848 | $206.8K | 0.03% | +27+3.3% | Added |
| Lyell Wealth Management, LP | 843 | $205.6K | 0.02% | +843 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 842 | $205.3K | 0.01% | +842 | New |
| Quantum Financial Advisors, LLC | 841 | $205.1K | 0.05% | +841 | New |
| LWM Advisory Services, LLC | 840 | $204.9K | 0.18% | +840 | New |
| Fidelis Capital Partners, LLC | 839 | $204.6K | 0.05% | +839 | New |
| Busey Wealth Management | 836 | $203.9K | 0.01% | +836 | New |
| Great Valley Advisor Group, Inc. | 835 | $203.1K | 0.01% | +835 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 831 | $202.9K | 0.01% | +654+369.5% | Added |
| SilverOak Wealth Management LLC | 830 | $202.4K | 0.05% | +830 | New |
| DFPG Investments, LLC | 857 | $202.2K | 0.02% | +857 | New |
| L2 Asset Management, LLC | 821 | $200.2K | 0.08% | +821 | New |
| Hazlett, Burt & Watson, Inc. | 810 | $198.0K | 0.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $195.1K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 800 | $195.1K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 800 | $195.0K | 0.20% | 00.0% | Unchanged |
| Cambridge Trust Co | 751 | $183.2K | 0.01% | −25−3.2% | Reduced |
| Washington Trust Co | 750 | $182.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 748 | $182.4K | 0.04% | +748 | New |
| Parkside Financial Bank & Trust | 739 | $180.2K | 0.03% | +88+13.5% | Added |
