| United Community Bank | 374 | $142.1K | 0.06% | +5+1.4% | Added |
| Acropolis Investment Management, LLC | 384 | $145.9K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 403 | $153.1K | 0.01% | −1,097−73.1% | Reduced |
| Baystate Wealth Management LLC | 403 | $153.4K | 0.01% | +1+0.2% | Added |
| CVA Family Office, LLC | 405 | $153.8K | 0.03% | +405 | New |
| GHP Investment Advisors, Inc. | 419 | $159.2K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 420 | $159.5K | 0.19% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 425 | $161.6K | 0.01% | −357−45.7% | Reduced |
| Hanson & Doremus Investment Management | 433 | $164.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 440 | $167.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 443 | $168.3K | 0.01% | +247+126.0% | Added |
| Boyd Watterson Asset Management LLC | 458 | $174.0K | 0.07% | −6−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 537 | $177.0K | 0.00% | +160+42.4% | Added |
| GeoWealth Management, LLC | 471 | $179.0K | 0.01% | +471 | New |
| ORG Partners LLC | 480 | $182.3K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 489 | $185.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 495 | $187.9K | 0.06% | −299−37.7% | Reduced |
| Proequities, Inc. | 508 | $193.0K | 0.01% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 511 | $194.1K | 0.04% | +79+18.3% | Added |
| Wesbanco Bank Inc | 528 | $200.6K | 0.01% | +528 | New |
| Tufton Capital Management | 530 | $201.3K | 0.04% | +530 | New |
| Marcum Wealth, LLC | 532 | $202.1K | 0.02% | +532 | New |
| Walker Asset Management, LLC | 535 | $203.2K | 0.15% | +535 | New |
| Summit Trail Advisors, LLC | 535 | $203.4K | 0.01% | −175−24.6% | Reduced |
| Argus Investors' Counsel, Inc. | 536 | $203.6K | 0.13% | +536 | New |
| Sentry Investment Management LLC | 538 | $204.0K | 0.09% | −58−9.7% | Reduced |
| SlateStone Wealth, LLC | 538 | $204.0K | 0.03% | +538 | New |
| Advisors Capital Management, LLC | 538 | $205.0K | 0.00% | +538 | New |
| Symmetry Investments LP | 544 | $206.6K | 0.04% | +544 | New |
| Perennial Investment Advisors, LLC | 544 | $206.7K | 0.03% | +544 | New |
| Apella Capital, LLC | 549 | $208.1K | 0.01% | +549 | New |
| Hobbs Group Advisors, LLC | 548 | $208.1K | 0.09% | +548 | New |
| Level Four Advisory Services, LLC | 552 | $209.7K | 0.01% | −100−15.3% | Reduced |
| Riverbridge Partners LLC | 559 | $212.1K | 0.00% | +559 | New |
| Quantum Financial Advisors, LLC | 560 | $212.5K | 0.05% | +560 | New |
| Nichols & Pratt Advisers LLP | 560 | $212.7K | 0.02% | +560 | New |
| Trust Co of Vermont | 561 | $213.1K | 0.01% | −2,536−81.9% | Reduced |
| Fluent Financial, LLC | 561 | $213.1K | 0.13% | −74−11.7% | Reduced |
| Annex Advisory Services, LLC | 562 | $213.5K | 0.01% | +562 | New |
| Wealthstream Advisors, Inc. | 562 | $213.5K | 0.09% | +562 | New |
| Institute for Wealth Management, LLC. | 564 | $214.2K | 0.03% | −97−14.7% | Reduced |
| Westmount Partners, LLC | 568 | $215.7K | 0.09% | +568 | New |
| Nwam LLC | 569 | $216.1K | 0.02% | +569 | New |
| Stock Yards Bank & Trust Co | 569 | $216.1K | 0.01% | +569 | New |
| Prio Wealth Limited Partnership | 570 | $216.5K | 0.01% | +570 | New |
| Princeton Global Asset Management LLC | 574 | $218.0K | 0.05% | +14+2.5% | Added |
| Rehmann Capital Advisory Group | 574 | $218.2K | 0.02% | +574 | New |
| Aua Capital Management, LLC | 577 | $219.2K | 0.14% | +577 | New |
| AlTi Global, Inc. | 581 | $220.5K | 0.01% | +581 | New |
| David Loasby | 579 | $221.2K | 0.02% | +579 | New |
| Gallacher Capital Management LLC | 583 | $221.4K | 0.12% | −325−35.8% | Reduced |
| Segment Wealth Management, LLC | 584 | $221.8K | 0.02% | +584 | New |
| Parcion Private Wealth LLC | 585 | $222.2K | 0.02% | +585 | New |
| Schaper Benz & Wise Investment Counsel Inc | 585 | $222.2K | 0.02% | +585 | New |
| Washington Capital Management Inc | 586 | $222.6K | 0.19% | +586 | New |
| TNF LLC | 567 | $223.0K | 0.09% | +567 | New |
| Harvest Fund Management Co., Ltd | 590 | $224.0K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 591 | $224.5K | 0.02% | −16−2.6% | Reduced |
| Essex Financial Services, Inc. | 592 | $224.9K | 0.02% | +592 | New |
| Shelton Capital Management | 598 | $227.1K | 0.01% | −63−9.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 600 | $227.9K | 0.24% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 600 | $227.9K | 0.12% | +600 | New |
| Dougherty Wealth Advisers LLC | 603 | $229.0K | 0.21% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 604 | $229.4K | 0.03% | +604 | New |
| Washington Trust Advisors, Inc. | 606 | $230.4K | 0.02% | −2−0.3% | Reduced |
| First National Trust Co | 607 | $230.6K | 0.01% | +607 | New |
| Clifford Swan Investment Counsel LLC | 607 | $230.6K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 608 | $230.9K | 0.11% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 610 | $231.7K | 0.16% | +514+535.4% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 611 | $232.1K | 0.10% | +611 | New |
| Impact Partnership Wealth, LLC | 611 | $232.2K | 0.08% | −166−21.4% | Reduced |
| Concorde Asset Management, LLC | 614 | $233.2K | 0.16% | +5+0.8% | Added |
| MONECO Advisors, LLC | 614 | $233.4K | 0.04% | −11−1.8% | Reduced |
| Navellier & Associates Inc | 615 | $233.6K | 0.03% | −7−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 617 | $234.4K | 0.02% | −2−0.3% | Reduced |
| Philadelphia Trust Co | 620 | $235.0K | 0.02% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $236.6K | 0.11% | 00.0% | Unchanged |
| HTLF Bank | 623 | $236.6K | 0.03% | +623 | New |
| Royal Fund Management, LLC | 625 | $237.6K | 0.03% | +2+0.3% | Added |
| New Century Financial Group, LLC | 626 | $237.8K | 0.21% | +626 | New |
| SPC Financial, Inc. | 628 | $238.5K | 0.02% | +628 | New |
| Desjardins Global Asset Management Inc. | 630 | $239.3K | 0.03% | +11+1.8% | Added |
| Beck Mack & Oliver LLC | 632 | $240.1K | 0.01% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 632 | $240.1K | 0.28% | −100−13.7% | Reduced |
| Larson Financial Group LLC | 632 | $240.1K | 0.02% | +184+41.1% | Added |
| Family Wealth Group, LLC | 633 | $240.3K | 0.30% | +633 | New |
| Five Oceans Advisors | 634 | $240.8K | 0.13% | −3−0.5% | Reduced |
| Los Angeles Capital Management LLC | 635 | $241.2K | 0.00% | −64−9.2% | Reduced |
| Brighton Jones LLC | 636 | $241.5K | 0.01% | −110−14.7% | Reduced |
| River Wealth Advisors LLC | 637 | $242.0K | 0.04% | +637 | New |
| Aaron Wealth Advisors | 637 | $242.0K | 0.04% | +637 | New |
| Proficio Capital Partners LLC | 637 | $242.0K | 0.03% | +637 | New |
| Ameritas Advisory Services, LLC | 620 | $242.4K | 0.01% | +620 | New |
| WBH Advisory Inc | 640 | $243.1K | 0.03% | 00.0% | Unchanged |
| Rebalance, LLC | 640 | $243.1K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 646 | $245.0K | 0.02% | −546−45.8% | Reduced |
| Heritage Investment Group, Inc. | 645 | $245.0K | 0.05% | +645 | New |
| Edge Capital Group, LLC | 646 | $245.3K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $245.4K | 0.02% | −646−50.0% | Reduced |
| Carr Financial Group Corp | 648 | $246.1K | 0.09% | −648−50.0% | Reduced |
