| Phillips Wealth Planners LLC | 940 | $275.7K | 0.28% | +96+11.4% | Added |
| Wedge Capital Management L L P | 926 | $274.8K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 866 | $274.0K | 0.04% | −185−17.6% | Reduced |
| WT Wealth Management | 923 | $273.9K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 922 | $273.6K | 0.04% | −105−10.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 921 | $273.3K | 0.02% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 918 | $272.5K | 0.18% | 00.0% | Unchanged |
| Port Capital LLC | 917 | $272.0K | 0.01% | −28−3.0% | Reduced |
| First Heartland Consultants, Inc. | 913 | $271.0K | 0.03% | +64+7.5% | Added |
| Visionary Wealth Advisors | 911 | $270.4K | 0.02% | −72−7.3% | Reduced |
| Marshall Financial Group LLC | 911 | $270.4K | 0.07% | −24−2.6% | Reduced |
| Kentucky Trust Co | 910 | $270.1K | 0.16% | +910 | New |
| Paradigm Financial Partners, LLC | 909 | $269.8K | 0.03% | −56−5.8% | Reduced |
| Meridian Investment Counsel Inc. | 903 | $268.0K | 0.08% | +903 | New |
| Accretive Wealth Partners, LLC | 900 | $267.1K | 0.11% | 00.0% | Unchanged |
| Talbot Financial, LLC | 900 | $267.1K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 899 | $266.8K | 0.15% | −25−2.7% | Reduced |
| Probity Advisors, Inc. | 898 | $266.5K | 0.05% | −155−14.7% | Reduced |
| Quadcap Wealth Management, LLC | 897 | $266.3K | 0.04% | +3+0.3% | Added |
| Castle Rock Wealth Management, LLC | 851 | $264.6K | 0.06% | +19+2.3% | Added |
| Pacific Global Investment Management CO | 891 | $264.4K | 0.34% | −32,569−97.3% | Reduced |
| Farmers & Merchants Investments Inc | 890 | $264.1K | 0.01% | −103−10.4% | Reduced |
| Everpar Advisors LLC | 887 | $263.3K | 0.13% | −106−10.7% | Reduced |
| FDx Advisors, Inc. | 886 | $263.0K | 0.08% | −222−20.0% | Reduced |
| Ellenbecker Investment Group | 883 | $262.2K | 0.05% | +883 | New |
| German American Bancorp, Inc. | 882 | $261.8K | 0.03% | +3+0.3% | Added |
| Latitude Advisors, LLC | 881 | $261.6K | 0.15% | −12−1.3% | Reduced |
| Bellwether Advisors, LLC | 879 | $260.9K | 0.05% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 877 | $260.4K | 0.02% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 875 | $259.7K | 0.11% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 874 | $259.4K | 0.01% | −50−5.4% | Reduced |
| Intrust Bank NA | 872 | $258.8K | 0.03% | −23−2.6% | Reduced |
| Lumbard & Kellner, LLC | 870 | $258.2K | 0.11% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 869 | $257.9K | 0.01% | +869 | New |
| DeDora Capital, Inc. | 868 | $257.6K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 863 | $256.3K | 0.02% | +19+2.3% | Added |
| Mustard Seed Financial, LLC | 863 | $256.1K | 0.21% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 864 | $256.0K | 0.20% | +57+7.1% | Added |
| JGP Wealth Management, LLC | 861 | $255.5K | 0.03% | −3−0.3% | Reduced |
| Cornerstone Advisory, LLC | 821 | $255.4K | 0.03% | +821 | New |
| Smith & Howard Wealth Management, LLC | 861 | $255.4K | 0.07% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 860 | $255.2K | 0.68% | +860 | New |
| Osterweis Capital Management Inc | 858 | $254.6K | 0.01% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 857 | $254.4K | 0.08% | +25+3.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 857 | $254.3K | 0.04% | −10−1.2% | Reduced |
| Weatherly Asset Management L. P. | 855 | $253.8K | 0.02% | −1,687−66.4% | Reduced |
| ORG Wealth Partners, LLC | 853 | $253.2K | 0.08% | −56−6.2% | Reduced |
| Graham Capital Management, L.P. | 852 | $252.9K | 0.01% | −22,470−96.3% | Reduced |
| Patton Albertson Miller Group, LLC | 851 | $252.6K | 0.03% | −144−14.5% | Reduced |
| M. Kraus & Co | 851 | $252.6K | 0.08% | −27−3.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 851 | $252.6K | 0.01% | −3−0.4% | Reduced |
| Angeles Investment Advisors, LLC | 850 | $252.3K | 0.01% | −9−1.0% | Reduced |
| Goepper Burkhardt LLC | 850 | $252.3K | 0.10% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 848 | $251.6K | 0.03% | +2+0.2% | Added |
| apricus wealth, LLC | 847 | $251.4K | 0.16% | 00.0% | Unchanged |
| Becker Capital Management Inc | 845 | $250.8K | 0.01% | −3,626−81.1% | Reduced |
| GWN Securities Inc. | 777 | $250.0K | 0.07% | +777 | New |
| Plante Moran Financial Advisors, LLC | 840 | $249.3K | 0.02% | −806−49.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 839 | $249.1K | 0.13% | +2+0.2% | Added |
| SGL Investment Advisors, Inc. | 813 | $249.1K | 0.13% | +813 | New |
| Financial Council Asset Management Inc | 838 | $248.7K | 0.13% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 837 | $248.4K | 0.10% | +837 | New |
| Quantitative Investment Management, LLC | 837 | $248.0K | 0.02% | +837 | New |
| Antonelli Financial Advisors, LLC | 835 | $247.8K | 0.21% | +835 | New |
| Oarsman Capital, Inc. | 830 | $246.3K | 0.04% | −26−3.0% | Reduced |
| Orion Capital Management LLC | 830 | $246.3K | 0.11% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 830 | $246.3K | 0.06% | +830 | New |
| Gibbs Wealth Management | 829 | $246.0K | 0.07% | +61+7.9% | Added |
| Avion Wealth | 830 | $246.0K | 0.06% | +156+23.1% | Added |
| Jacobsen Capital Management | 827 | $245.4K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 826 | $245.1K | 0.01% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 825 | $244.9K | 0.14% | +825 | New |
| DecisionPoint Financial, LLC | 825 | $244.7K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 819 | $244.4K | 0.13% | +44+5.7% | Added |
| GSB Wealth Management, LLC | 822 | $244.0K | 0.06% | +7+0.9% | Added |
| Brown Miller Wealth Management, LLC | 820 | $243.4K | 0.09% | +820 | New |
| Tandem Investment Partners LLC | 820 | $243.4K | 0.23% | +820 | New |
| Fortress Private Ledger, LLC | 820 | $243.2K | 0.15% | +820 | New |
| Consilium Wealth Advisory, LLC | 819 | $243.1K | 0.12% | 00.0% | Unchanged |
| Chris Bulman Inc | 818 | $242.8K | 0.15% | +46+6.0% | Added |
| Woodward Financial Advisors, Inc. | 817 | $242.5K | 0.12% | −10−1.2% | Reduced |
| New England Capital Financial Advisors LLC | 816 | $242.2K | 0.12% | +1+0.1% | Added |
| TrueWealth Advisors, LLC | 815 | $242.0K | 0.08% | −1,097−57.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 812 | $241.0K | 0.03% | +5+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 808 | $240.0K | 0.12% | −24−2.9% | Reduced |
| Stiles Financial Services Inc | 807 | $239.7K | 0.09% | +1+0.1% | Added |
| Legacy Financial Group, Inc. | 807 | $239.5K | 0.08% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 805 | $238.9K | 0.08% | −28−3.4% | Reduced |
| Wallington Asset Management, LLC | 803 | $238.0K | 0.03% | −26−3.1% | Reduced |
| ELCO Management Co., LLC | 800 | $237.4K | 0.12% | −50−5.9% | Reduced |
| Boston Research & Management Inc | 800 | $237.4K | 0.06% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 800 | $237.4K | 0.06% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $237.4K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 799 | $237.1K | 0.08% | +3+0.4% | Added |
| Hengehold Capital Management LLC | 794 | $235.7K | 0.02% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 794 | $235.7K | 0.06% | 00.0% | Unchanged |
| Farmers National Bank | 793 | $235.4K | 0.07% | +793 | New |
| King Wealth | 792 | $235.0K | 0.03% | −5−0.6% | Reduced |
| Vestor Capital, LLC | 792 | $235.0K | 0.02% | +47+6.3% | Added |
| Centurion Wealth Management LLC | 790 | $234.5K | 0.07% | 00.0% | Unchanged |
