| Paragon Capital Management Ltd | 929 | $221.0K | 0.04% | +929 | New |
| Tableaux LLC | 929 | $221.0K | 0.09% | +929 | New |
| First Western Trust Bank | 928 | $220.8K | 0.01% | +928 | New |
| Prasad Wealth Partners, LLC | 927 | $220.5K | 0.05% | +927 | New |
| Fiduciary Planning LLC | 924 | $219.9K | 0.06% | +924 | New |
| Clear Creek Financial Management, LLC | 922 | $219.4K | 0.01% | −50−5.1% | Reduced |
| Texas Yale Capital Corp. | 920 | $218.9K | 0.00% | +920 | New |
| Meadowbrook Wealth Management, LLC | 900 | $218.8K | 0.24% | +900 | New |
| Kavar Capital Partners Group, LLC | 916 | $218.0K | 0.03% | +916 | New |
| Cornell Pochily Investment Advisors, Inc. | 915 | $217.7K | 0.06% | +915 | New |
| Advisory Alpha, LLC | 913 | $217.7K | 0.01% | −259−22.1% | Reduced |
| Canopy Partners, LLC | 913 | $217.2K | 0.07% | +913 | New |
| HTG Investment Advisors, Inc. | 912 | $217.0K | 0.06% | +912 | New |
| West Family Investments, Inc. | 911 | $216.8K | 0.06% | +911 | New |
| Stokes Family Office, LLC | 907 | $215.8K | 0.03% | +907 | New |
| Integrity Advisory Solutions, LLC | 906 | $215.7K | 0.02% | +906 | New |
| Saxon Interests, Inc. | 904 | $215.1K | 0.06% | +904 | New |
| Allen Wealth Management, LLC | 904 | $215.1K | 0.10% | +904 | New |
| Z3 Capital Partners, LLC | 902 | $214.5K | 0.05% | +902 | New |
| Walkner Condon Financial Advisors LLC | 901 | $214.4K | 0.02% | +901 | New |
| Roundview Capital LLC | 900 | $214.1K | 0.01% | +900 | New |
| Raab & Moskowitz Asset Management LLC | 900 | $214.1K | 0.04% | +900 | New |
| Venturi Wealth Management, LLC | 896 | $213.2K | 0.01% | +896 | New |
| Camden National Bank | 895 | $213.0K | 0.03% | −114−11.3% | Reduced |
| Radnor Capital Management, LLC | 890 | $211.8K | 0.03% | −200−18.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 884 | $210.3K | 0.01% | −300−25.3% | Reduced |
| Deseret Mutual Benefit Administrators | 881 | $209.6K | 0.07% | −65−6.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 881 | $209.5K | 0.02% | +881 | New |
| Gillespie Robinson & Grimm Inc | 879 | $209.1K | 0.01% | +879 | New |
| Portland Global Advisors LLC | 878 | $208.9K | 0.02% | +878 | New |
| Alpha Financial Partners, LLC | 874 | $207.9K | 0.11% | −514−37.0% | Reduced |
| Childress Capital Advisors, LLC | 873 | $207.6K | 0.03% | +873 | New |
| Mission Creek Capital Partners, Inc. | 870 | $207.0K | 0.04% | +870 | New |
| Atlas Wealth LLC | 870 | $207.0K | 0.03% | +870 | New |
| Diversified Enterprises, LLC | 867 | $206.3K | 0.01% | +867 | New |
| Paladin Wealth, LLC | 866 | $206.1K | 0.12% | +866 | New |
| Consolidated Planning Corp | 859 | $204.4K | 0.03% | +859 | New |
| Perfromance Wealth Partners, LLC | 859 | $204.4K | 0.01% | +859 | New |
| Blue Edge Capital, LLC | 857 | $203.9K | 0.02% | +857 | New |
| EnRich Financial Partners LLC | 856 | $203.7K | 0.05% | +856 | New |
| Key Financial Inc | 851 | $202.5K | 0.03% | +13+1.6% | Added |
| CVA Family Office, LLC | 849 | $202.0K | 0.02% | +56+7.1% | Added |
| Curat Global, LLC | 862 | $201.7K | 0.17% | 00.0% | Unchanged |
| United Bank | 847 | $201.5K | 0.06% | −144−14.5% | Reduced |
| Aureus Asset Management, LLC | 844 | $200.8K | 0.01% | −455−35.0% | Reduced |
| Davidson Trust Co | 843 | $200.6K | 0.08% | +843 | New |
| Pinnacle Bancorp, Inc. | 831 | $197.7K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 831 | $197.7K | 0.03% | +831 | New |
| Alpine Bank Wealth Management | 814 | $193.7K | 0.02% | +814 | New |
| Dougherty Wealth Advisers LLC | 807 | $192.0K | 0.11% | 00.0% | Unchanged |
| First Financial Corp | 798 | $189.9K | 0.07% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 788 | $187.5K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 782 | $186.0K | 0.04% | +630+414.5% | Added |
| BFSG, LLC | 777 | $184.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 776 | $184.6K | 0.03% | +103+15.3% | Added |
| Virtus ETF Advisers LLC | 768 | $182.7K | 0.07% | −32−4.0% | Reduced |
| Covestor Ltd | 748 | $178.0K | 0.10% | −72−8.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 745 | $177.3K | 0.01% | +47+6.7% | Added |
| Creative Financial Designs Inc | 736 | $175.1K | 0.01% | +497+207.9% | Added |
| Groesbeck Investment Management Corp | 725 | $173.0K | 0.28% | −51−6.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 725 | $172.5K | 0.05% | +725 | New |
| Cromwell Holdings LLC | 708 | $169.2K | 0.08% | +42+6.3% | Added |
| Hilton Head Capital Partners, LLC | 708 | $168.6K | 0.08% | −103−12.7% | Reduced |
| Onefund, LLC | 704 | $167.5K | 0.10% | −17−2.4% | Reduced |
| Planning Strategies Inc. | 704 | $167.5K | 0.10% | +704 | New |
| First Command Advisory Services, Inc. | 692 | $165.0K | 0.00% | +590+578.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 673 | $160.3K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 657 | $156.3K | 0.13% | +32+5.1% | Added |
| Bogart Wealth, LLC | 655 | $155.9K | 0.01% | +56+9.3% | Added |
| MeadowBrook Investment Advisors LLC | 648 | $154.2K | 0.12% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 632 | $150.4K | 0.02% | +42+7.1% | Added |
| Oakworth Capital, Inc. | 611 | $148.5K | 0.01% | +6+1.0% | Added |
| Montag A & Associates Inc | 600 | $143.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $142.8K | 0.04% | 00.0% | Unchanged |
| TrustBank | 600 | $142.8K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 584 | $139.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 576 | $137.1K | 0.02% | +106+22.6% | Added |
| Rogco, LP | 569 | $135.4K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 561 | $134.1K | 0.03% | +10+1.8% | Added |
| Simplex Trading, LLC | 561 | $133.5K | 0.00% | +561 | New |
| Albion Financial Group | 552 | $131.3K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 548 | $130.3K | 0.14% | +3+0.6% | Added |
| Northstar Asset Management LLC | 500 | $130.0K | 0.02% | +500 | New |
| Jackson, Grant Investment Advisers, Inc. | 544 | $129.4K | 0.04% | −304−35.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 541 | $128.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 540 | $128.5K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 537 | $127.8K | 0.01% | −24−4.3% | Reduced |
| Centaurus Financial, Inc. | 524 | $125.0K | 0.00% | −64−10.9% | Reduced |
| Ares Financial Consulting, LLC | 525 | $124.8K | 0.09% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 520 | $123.7K | 0.17% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $118.0K | 0.04% | +300+150.0% | Added |
| Riverview Trust Co | 487 | $115.9K | 0.14% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 469 | $111.6K | 0.06% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 464 | $110.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 451 | $107.0K | 0.00% | −1−0.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 443 | $105.4K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 439 | $104.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 433 | $102.9K | 0.02% | −5−1.1% | Reduced |
| ESL Trust Services, LLC | 432 | $102.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 431 | $102.6K | 0.00% | −890−67.4% | Reduced |
