| Auxano Advisors, LLC | 51 | $202.0K | 0.06% | +51 | New |
| Garrett Investment Advisors LLC | 51 | $202.0K | 0.02% | +51 | New |
| Daymark Wealth Partners, LLC | 51 | $202.0K | 0.01% | +51 | New |
| Mendota Financial Group, LLC | 51 | $202.0K | 0.11% | +51 | New |
| Fielder Capital Group LLC | 51 | $202.0K | 0.08% | +51 | New |
| Wealthcare Advisory Partners LLC | 51 | $202.2K | 0.01% | +51 | New |
| Evanson Asset Management, LLC | 51 | $202.2K | 0.02% | +51 | New |
| Morris Retirement Advisors, LLC | 51 | $203.4K | 0.12% | −20−28.2% | Reduced |
| Invst, LLC | 53 | $205.9K | 0.02% | +53 | New |
| Middleton & Co Inc | 52 | $206.0K | 0.02% | +52 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 52 | $206.0K | 0.04% | +52 | New |
| Arete Wealth Advisors, LLC | 52 | $206.0K | 0.02% | +52 | New |
| Tradition Wealth Management, LLC | 52 | $206.2K | 0.02% | +52 | New |
| Sound Income Strategies, LLC | 53 | $210.0K | 0.01% | −17−24.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 54 | $213.9K | 0.05% | −2−3.6% | Reduced |
| Bell Bank | 54 | $213.9K | 0.02% | +54 | New |
| Valmark Advisers, Inc. | 54 | $213.9K | 0.00% | +54 | New |
| WNY Asset Management, LLC | 54 | $214.0K | 0.03% | +54 | New |
| Analyst IMS Investment Management Services Ltd. | 54 | $214.0K | 0.01% | +54 | New |
| Lineweaver Wealth Advisors, LLC | 54 | $214.2K | 0.04% | +54 | New |
| Lester Murray Antman dba SimplyRich | 55 | $217.0K | 0.07% | +55 | New |
| Aspiriant, LLC | 55 | $217.9K | 0.01% | −10−15.4% | Reduced |
| Paradigm Financial Partners, LLC | 55 | $217.9K | 0.03% | +55 | New |
| Girard Partners Ltd. | 55 | $218.2K | 0.02% | +55 | New |
| Capital Investment Advisors, LLC | 55 | $219.7K | 0.00% | −3−5.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 56 | $221.8K | 0.06% | −7−11.1% | Reduced |
| NBT Bank N A | 56 | $221.8K | 0.02% | 00.0% | Unchanged |
| First Western Trust Bank | 56 | $221.8K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 56 | $221.8K | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 56 | $221.8K | 0.02% | +56 | New |
| Gsa Capital Partners LLP | 56 | $222.0K | 0.02% | −24−30.0% | Reduced |
| Zullo Investment Group, Inc. | 56 | $222.1K | 0.10% | +56 | New |
| Altshuler Shaham Ltd | 57 | $225.8K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 57 | $226.8K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 58 | $229.8K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 58 | $229.8K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 58 | $229.8K | 0.16% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 58 | $229.8K | 0.10% | +58 | New |
| Moss Adams Wealth Advisors LLC | 58 | $229.8K | 0.03% | +58 | New |
| Claret Asset Management Corp | 58 | $230.0K | 0.04% | +58 | New |
| ASB Consultores, LLC | 58 | $230.6K | 0.08% | −23−28.4% | Reduced |
| Evermay Wealth Management LLC | 59 | $233.7K | 0.04% | −2−3.3% | Reduced |
| MTM Investment Management, LLC | 59 | $233.7K | 0.10% | −1−1.7% | Reduced |
| Marietta Wealth Management, LLC | 59 | $233.7K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 59 | $233.7K | 0.02% | +59 | New |
| Shepherd Financial Partners LLC | 59 | $233.7K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 59 | $233.8K | 0.02% | +59 | New |
| Migdal Insurance & Financial Holdings Ltd. | 59 | $234.0K | 0.00% | −4−6.3% | Reduced |
| Baker Avenue Asset Management, LP | 59 | $234.7K | 0.01% | +2+3.5% | Added |
| Advanced Asset Management Advisors Inc | 60 | $237.7K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 60 | $238.0K | 0.09% | −25−29.4% | Reduced |
| American Trust | 61 | $241.7K | 0.02% | −5−7.6% | Reduced |
| AMG National Trust Bank | 61 | $241.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $245.0K | 0.07% | −1−1.6% | Reduced |
| Grandfield & Dodd, LLC | 62 | $245.6K | 0.02% | −1−1.6% | Reduced |
| Stonehearth Capital Management, LLC | 62 | $245.6K | 0.11% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 62 | $245.6K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 62 | $245.6K | 0.01% | +62 | New |
| Tobam | 62 | $246.0K | 0.04% | −92−59.7% | Reduced |
| Guardian Wealth Advisors, LLC | 63 | $249.6K | 0.03% | −1−1.6% | Reduced |
| Bank of Hawaii | 63 | $249.6K | 0.01% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 63 | $249.6K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 63 | $250.4K | 0.01% | +63 | New |
| Icon Wealth Advisors, LLC | 68 | $252.6K | 0.02% | +23+51.1% | Added |
| Mechanics Bank Trust Department | 64 | $253.5K | 0.04% | −5−7.2% | Reduced |
| TBH Global Asset Management, LLC | 64 | $253.5K | 0.06% | +64 | New |
| Jaffetilchin Investment Partners, LLC | 64 | $253.9K | 0.02% | +64 | New |
| Altfest L J & Co Inc | 64 | $254.0K | 0.03% | +2+3.2% | Added |
| Diversify Advisory Services, LLC | 64 | $254.7K | 0.01% | −280−81.4% | Reduced |
| Riverview Trust Co | 65 | $257.5K | 0.24% | −320−83.1% | Reduced |
| Synergy Financial Group, LTD | 65 | $257.5K | 0.27% | −1−1.5% | Reduced |
| MV Capital Management, Inc. | 65 | $257.5K | 0.03% | +6+10.2% | Added |
| West Family Investments, Inc. | 65 | $257.5K | 0.08% | +65 | New |
| Renasant Bank | 65 | $257.5K | 0.18% | +65 | New |
| Perennial Investment Advisors, LLC | 65 | $257.6K | 0.04% | +1+1.6% | Added |
| Hobbs Group Advisors, LLC | 65 | $257.7K | 0.10% | +65 | New |
| MGB Wealth Management, LLC | 64 | $257.7K | 0.10% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 66 | $261.5K | 0.23% | +4+6.5% | Added |
| Financial Network Wealth Advisors LLC | 66 | $261.5K | 0.20% | +66 | New |
| XR Securities LLC | 67 | $265.4K | 0.45% | −233−77.7% | Reduced |
| Wedge Capital Management L L P | 67 | $265.4K | 0.00% | −11−14.1% | Reduced |
| Legacy Advisors, LLC | 67 | $265.4K | 0.03% | +9+15.5% | Added |
| Financial Advocates Investment Management | 67 | $265.4K | 0.02% | −2−2.9% | Reduced |
| Saturna Capital CORP | 68 | $269.4K | 0.00% | −8−10.5% | Reduced |
| Eastern Bank | 68 | $269.4K | 0.01% | −1−1.4% | Reduced |
| Tompkins Financial Corp | 68 | $269.4K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 68 | $270.6K | 0.11% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 69 | $273.3K | 0.02% | −832−92.3% | Reduced |
| VisionPoint Advisory Group, LLC | 69 | $273.3K | 0.10% | −6−8.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 69 | $273.3K | 0.14% | +5+7.8% | Added |
| Exchange Bank | 69 | $273.3K | 0.23% | −7−9.2% | Reduced |
| SOA Wealth Advisors, LLC. | 69 | $273.4K | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 69 | $273.7K | 0.10% | +9+15.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 70 | $277.3K | 0.08% | 00.0% | Unchanged |
| Hoey Investments, Inc | 70 | $277.3K | 0.05% | +50+250.0% | Added |
| Johnson Financial Group, Inc. | 70 | $277.3K | 0.01% | −44−38.6% | Reduced |
| J.W. Cole Advisors, Inc. | 70 | $277.3K | 0.01% | −4−5.4% | Reduced |
| Intrua Financial, LLC | 70 | $277.3K | 0.05% | −135−65.9% | Reduced |
| Wexford Capital LP | 71 | $281.3K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 71 | $281.3K | 0.01% | +71 | New |
