| McCollum Christoferson Group LLC | 865 | $257.8K | 0.08% | −200−18.8% | Reduced |
| Cinctive Capital Management LP | 862 | $256.9K | 0.01% | +862 | New |
| EdgeRock Capital LLC | 856 | $255.1K | 0.06% | +856 | New |
| M. Kraus & Co | 855 | $254.8K | 0.07% | +855 | New |
| Halbert Hargrove Global Advisors, LLC | 855 | $254.7K | 0.01% | +6+0.7% | Added |
| Navellier & Associates Inc | 853 | $254.1K | 0.02% | −1,092−56.1% | Reduced |
| Stevens Capital Management LP | 853 | $254.0K | 0.06% | −7,662−90.0% | Reduced |
| Stratos Wealth Advisors, LLC | 851 | $253.9K | 0.01% | +851 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 849 | $253.1K | 0.01% | +849 | New |
| Alpha Financial Partners, LLC | 849 | $252.9K | 0.13% | +849 | New |
| Northwest & Ethical Investments L.P. | 886 | $252.9K | 0.01% | −8,056−90.1% | Reduced |
| Rayburn West Financial Services LLC | 846 | $252.2K | 0.14% | +846 | New |
| Howard Wealth Management, LLC | 845 | $251.9K | 0.09% | +845 | New |
| Tactive Advisors, LLC | 844 | $251.6K | 0.06% | +844 | New |
| Greenwich Wealth Management LLC | 842 | $251.0K | 0.01% | −612−42.1% | Reduced |
| Trilogy Capital Inc. | 841 | $250.7K | 0.01% | −15,996−95.0% | Reduced |
| Tower Wealth Partners, Inc. | 840 | $250.4K | 0.12% | −214−20.3% | Reduced |
| Clear Harbor Asset Management, LLC | 840 | $250.4K | 0.02% | +840 | New |
| Fulcrum Capital LLC | 839 | $250.1K | 0.05% | −319−27.5% | Reduced |
| Gilpin Wealth Management, LLC | 839 | $250.1K | 0.17% | 00.0% | Unchanged |
| First Pacific Financial | 839 | $250.0K | 0.03% | +48+6.1% | Added |
| Umpqua Bank | 838 | $249.8K | 0.06% | +838 | New |
| Mraz, Amerine & Associates, Inc. | 836 | $249.2K | 0.04% | +836 | New |
| Partners Wealth Management, LLC | 836 | $249.2K | 0.24% | +836 | New |
| Virtus ETF Advisers LLC | 835 | $248.9K | 0.10% | +835 | New |
| Flatrock Wealth Partners LLC | 832 | $248.0K | 0.10% | +832 | New |
| Resolute Wealth Strategies, LLC | 832 | $247.9K | 0.10% | +832 | New |
| Windsor Advisory Group, LLC | 831 | $247.7K | 0.18% | +831 | New |
| Carmel Capital Management L.L.C. | 831 | $247.7K | 0.05% | +831 | New |
| Peak Retirement Planning, Inc. | 831 | $247.7K | 0.04% | +831 | New |
| WealthCare Investment Partners, LLC | 826 | $246.1K | 0.06% | +826 | New |
| BSW Wealth Partners | 825 | $246.0K | 0.03% | +825 | New |
| Elevated Capital Advisors, LLC | 825 | $245.8K | 0.07% | −82−9.0% | Reduced |
| Eurizon SLJ Capital Ltd | 822 | $245.0K | 0.09% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 820 | $244.6K | 0.02% | +820 | New |
| Element Wealth, LLC | 820 | $244.4K | 0.09% | +820 | New |
| Nelson Capital Management, LLC | 818 | $243.8K | 0.03% | +818 | New |
| Richard P Slaughter Associates Inc | 815 | $242.9K | 0.05% | +815 | New |
| Orca Wealth Management, LLC | 814 | $242.7K | 0.15% | +814 | New |
| Mainsail Asset Management, LLC | 853 | $242.3K | 0.09% | +853 | New |
| Hutchens & Kramer Investment Management Group, LLC | 810 | $241.4K | 0.06% | +810 | New |
| Kraft, Davis & Associates, LLC | 792 | $241.4K | 0.05% | +792 | New |
| Clarus Group, Inc. | 809 | $241.2K | 0.08% | +809 | New |
| Hoxton Planning & Management, LLC | 809 | $241.1K | 0.06% | +809 | New |
| nVerses Capital, LLC | 809 | $241.1K | 0.37% | +809 | New |
| LM Advisors LLC | 810 | $241.0K | 0.03% | +810 | New |
| Saxon Interests, Inc. | 807 | $240.5K | 0.07% | +807 | New |
| Luts & Greenleigh Group, Inc | 806 | $240.2K | 0.18% | +806 | New |
| Community Trust & Investment Co | 805 | $239.9K | 0.01% | +805 | New |
| Cordoba Advisory Partners LLC | 805 | $239.9K | 0.05% | +805 | New |
| PFG Advisors | 801 | $238.9K | 0.01% | +801 | New |
| Highbridge Capital Management LLC | 800 | $238.5K | 0.01% | +800 | New |
| Birch Hill Investment Advisors LLC | 800 | $238.5K | 0.01% | +800 | New |
| Wallace Advisory Group, LLC | 800 | $238.5K | 0.22% | +800 | New |
| Sound Portfolio Advisors, LLC | 800 | $238.5K | 0.17% | +800 | New |
| Curat Global, LLC | 1,960 | $237.7K | 0.20% | −3,200−62.0% | Reduced |
| Hall Laurie J Trustee | 795 | $237.0K | 0.07% | +795 | New |
| Parkwoods Wealth Partners, LLC | 794 | $236.7K | 0.04% | +794 | New |
| Cedarwood Wealth LLC | 794 | $236.6K | 0.18% | +794 | New |
| National Philanthropic Trust | 793 | $236.4K | 0.00% | +793 | New |
| Silver Grove Financial Group, Inc. | 793 | $236.3K | 0.13% | +758+2,165.7% | Added |
| MEMBERS Trust Co | 791 | $235.8K | 0.01% | +791 | New |
| WealthTrust Asset Management, LLC | 791 | $235.7K | 0.13% | +791 | New |
| Viaable, LLC | 790 | $235.6K | 0.20% | +790 | New |
| Global View Capital Management LLC | 785 | $234.0K | 0.05% | +785 | New |
| Duncker Streett & Co Inc | 783 | $233.4K | 0.04% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 783 | $233.4K | 0.03% | +783 | New |
| Cornerstone Select Advisors, LLC | 781 | $232.8K | 0.10% | +781 | New |
| Semanteon Capital Management, LP | 780 | $232.5K | 1.05% | +780 | New |
| Atwater Malick LLC | 778 | $231.9K | 0.05% | +778 | New |
| Sanders Morris Harris LLC | 777 | $231.6K | 0.13% | −5,605−87.8% | Reduced |
| Chiron Capital Management, LLC | 777 | $231.6K | 0.21% | +777 | New |
| eCIO, Inc. | 776 | $231.3K | 0.06% | +776 | New |
| Stenger Family Office, LLC | 775 | $231.0K | 0.04% | +775 | New |
| SVRN Asset Management, LLC | 775 | $231.0K | 0.12% | +775 | New |
| Adamsbrown Wealth Consultants LLC | 774 | $230.7K | 0.04% | +774 | New |
| Salomon & Ludwin, LLC | 773 | $230.7K | 0.02% | −95−10.9% | Reduced |
| Manning & Napier Advisors LLC | 772 | $230.1K | 0.00% | +398+106.4% | Added |
| Investors Research Corp | 769 | $229.2K | 0.04% | −63−7.6% | Reduced |
| Keyvantage Wealth, LLC | 769 | $229.2K | 0.09% | +769 | New |
| Fox Run Management, L.L.C. | 768 | $228.9K | 0.04% | +768 | New |
| BigSur Wealth Management LLC | 768 | $228.9K | 0.06% | +768 | New |
| Livet Wealth, LLC | 767 | $228.6K | 0.13% | +767 | New |
| Winthrop Advisory Group LLC | 766 | $228.4K | 0.02% | +766 | New |
| First National Bank | 765 | $228.0K | 0.09% | +765 | New |
| SilverOak Wealth Management LLC | 762 | $227.1K | 0.03% | +762 | New |
| Miramontes Capital, LLC | 761 | $226.8K | 0.07% | +761 | New |
| Cozad Asset Management Inc | 760 | $226.5K | 0.01% | +760 | New |
| Robinson Smith Wealth Advisors LLC | 760 | $226.5K | 0.14% | +760 | New |
| Ullmann Financial Group, Inc. | 760 | $226.4K | 0.02% | +760 | New |
| London & Capital Asset Management Ltd | 759 | $226.2K | 0.00% | +759 | New |
| GR Financial Group, LLC | 758 | $226.0K | 0.03% | −391−34.0% | Reduced |
| DeDora Capital, Inc. | 757 | $225.5K | 0.05% | +757 | New |
| AA Financial Advisors, LLC | 755 | $225.0K | 0.03% | +755 | New |
| DRW Securities, LLC | 755 | $225.0K | 0.01% | −1,808−70.5% | Reduced |
| Clark Asset Management, LLC | 753 | $224.4K | 0.02% | +753 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 752 | $224.2K | 0.02% | +752 | New |
| Birinyi Associates Inc | 750 | $224.0K | 0.05% | +750 | New |
| Bull Harbor Capital LLC | 751 | $223.9K | 0.04% | +751 | New |
| Farmers & Merchants Trust Co of Long Beach | 751 | $223.8K | 0.05% | +751 | New |
