| Avestar Capital, LLC | 457 | $332.6K | 0.02% | −10−2.1% | Reduced |
| Diametric Capital, LP | 454 | $330.4K | 0.09% | +454 | New |
| Claret Asset Management Corp | 451 | $329.0K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 443 | $322.5K | 0.02% | +443 | New |
| Wedmont Private Capital | 420 | $318.5K | 0.01% | −34−7.5% | Reduced |
| Hills Bank & Trust Co | 435 | $316.6K | 0.02% | −10−2.2% | Reduced |
| Prelude Capital Management, LLC | 434 | $315.9K | 0.02% | +434 | New |
| Diversify Advisory Services, LLC | 404 | $315.7K | 0.05% | −403−49.9% | Reduced |
| Layline Advisors, LLC | 425 | $309.6K | 0.35% | +425 | New |
| Apella Capital, LLC | 410 | $309.1K | 0.00% | +410 | New |
| Prospera Financial Services Inc | 422 | $307.1K | 0.00% | +422 | New |
| Checchi Capital Advisers, LLC | 420 | $305.7K | 0.02% | +24+6.1% | Added |
| First Western Trust Bank | 419 | $305.0K | 0.02% | −3−0.7% | Reduced |
| Wealthspire Advisors, LLC | 418 | $304.2K | 0.00% | −349−45.5% | Reduced |
| Park Place Capital Corp | 415 | $302.1K | 0.06% | +48+13.1% | Added |
| Infrastructure Capital Advisors, LLC | 413 | $300.6K | 0.03% | −751−64.5% | Reduced |
| Reliant Investment Partners, LLC | 410 | $298.4K | 0.25% | +46+12.6% | Added |
| Simon Quick Advisors, LLC | 408 | $297.0K | 0.01% | −16−3.8% | Reduced |
| First Citizens Financial Corp | 406 | $295.5K | 0.14% | 00.0% | Unchanged |
| Forty-three Eighteen Advisors, LLC | 406 | $295.5K | 0.22% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 400 | $291.1K | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 400 | $291.1K | 0.05% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 400 | $291.1K | 0.38% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 398 | $289.6K | 0.10% | −229−36.5% | Reduced |
| Rooted Wealth Advisors, Inc. | 371 | $285.1K | 0.08% | +371 | New |
| Oasis Advisors, LLC | 390 | $284.1K | 0.06% | +390 | New |
| Washington Trust Co | 390 | $283.9K | 0.01% | +5+1.3% | Added |
| Kathmere Capital Management, LLC | 387 | $281.7K | 0.02% | +13+3.5% | Added |
| Brighton Jones LLC | 385 | $280.1K | 0.01% | +385 | New |
| Sigma Planning Corp | 376 | $274.0K | 0.01% | +376 | New |
| Legacy Capital Wealth Partners, LLC | 374 | $272.5K | 0.06% | +374 | New |
| BIP Wealth, LLC | 374 | $272.2K | 0.01% | +374 | New |
| Allspring Global Investments Holdings, LLC | 364 | $269.7K | 0.00% | +364 | New |
| D'Orazio & Associates, Inc. | 369 | $268.6K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 369 | $268.5K | 0.03% | −21−5.4% | Reduced |
| M3 Advisory Group, LLC | 366 | $266.1K | 0.16% | 00.0% | Unchanged |
| Caitlin John, LLC | 364 | $264.9K | 0.16% | −465−56.1% | Reduced |
| Wesbanco Bank Inc | 364 | $264.9K | 0.01% | +364 | New |
| Astoria Portfolio Advisors LLC. | 328 | $263.9K | 0.06% | −26−7.3% | Reduced |
| Equitable Trust Co | 362 | $263.5K | 0.01% | +362 | New |
| Ballentine Partners, LLC | 360 | $262.0K | 0.00% | +360 | New |
| Catalyst Financial Partners LLC | 360 | $262.0K | 0.03% | +360 | New |
| Ameritas Advisory Services, LLC | 359 | $261.4K | 0.01% | +359 | New |
| Philip James Wealth Mangement, LLC | 359 | $261.1K | 0.03% | +359 | New |
| West Bancorporation Inc | 357 | $259.8K | 0.13% | +357 | New |
| Lincoln Capital LLC | 352 | $256.4K | 0.05% | +352 | New |
| Parkside Financial Bank & Trust | 352 | $256.2K | 0.02% | +11+3.2% | Added |
| Vaughan David Investments LLC | 352 | $256.0K | 0.01% | +352 | New |
| Renasant Bank | 349 | $254.0K | 0.18% | +349 | New |
| Greenspring Advisors, LLC | 348 | $253.5K | 0.02% | +348 | New |
| Cigna Investments Inc | 346 | $252.0K | 0.04% | +346 | New |
| C M Bidwell & Associates Ltd | 346 | $251.8K | 0.12% | −21−5.7% | Reduced |
| Savvy Advisors, Inc. | 342 | $248.9K | 0.01% | +342 | New |
| OpenArc Corporate Advisory, LLC | 342 | $248.9K | 0.00% | +342 | New |
| Sage Rhino Capital LLC | 340 | $247.5K | 0.05% | +340 | New |
| BankChampaign, National Association | 340 | $247.5K | 0.25% | +340 | New |
| Modera Wealth Management, LLC | 339 | $246.7K | 0.00% | +339 | New |
| Quad-Cities Investment Group, LLC | 339 | $246.5K | 0.10% | +339 | New |
| Woodward Diversified Capital, LLC | 326 | $246.1K | 0.11% | +326 | New |
| Searcy Financial Services Inc | 337 | $245.3K | 0.09% | +337 | New |
| Wolff Financial Management LLC | 335 | $244.1K | 0.05% | +335 | New |
| Beacon Pointe Advisors, LLC | 334 | $243.1K | 0.00% | +334 | New |
| Mirae Asset Global Investments Co., Ltd. | 330 | $240.2K | 0.00% | +154+87.5% | Added |
| SFMG, LLC | 325 | $236.6K | 0.02% | +325 | New |
| Signature Equity Partners, LLC | 323 | $235.2K | 0.13% | +41+14.5% | Added |
| Everhart Financial Group, Inc. | 321 | $233.6K | 0.02% | +321 | New |
| NewEdge Wealth, LLC | 320 | $232.9K | 0.00% | −194−37.7% | Reduced |
| Archer Investment Corp | 320 | $232.9K | 0.05% | −18−5.3% | Reduced |
| Autumn Glory Partners, LLC | 320 | $232.9K | 0.09% | +320 | New |
| Red Door Wealth Management, LLC | 319 | $232.2K | 0.02% | +319 | New |
| U.S. Capital Wealth Advisors, LLC | 319 | $232.2K | 0.01% | +319 | New |
| EntryPoint Capital, LLC | 319 | $232.2K | 0.07% | +319 | New |
| American State Bank (Iowa) | 318 | $231.5K | 0.11% | +318 | New |
| Financial Network Wealth Advisors LLC | 317 | $230.8K | 0.24% | −21−6.2% | Reduced |
| Allen Investment Management LLC | 315 | $229.3K | 0.00% | +315 | New |
| Royal Fund Management, LLC | 314 | $228.5K | 0.02% | +314 | New |
| Basepoint Wealth LLC | 312 | $226.8K | 0.13% | +1+0.3% | Added |
| Argos Wealth Advisors, LLC | 310 | $225.6K | 0.06% | +310 | New |
| Quent Capital, LLC | 305 | $222.1K | 0.02% | −24−7.3% | Reduced |
| Pinnacle Bancorp, Inc. | 303 | $220.5K | 0.07% | +14+4.8% | Added |
| Stonebridge Financial Group, LLC | 300 | $218.7K | 0.18% | +300 | New |
| Country Trust Bank | 300 | $218.4K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 300 | $218.4K | 0.01% | +300 | New |
| Crescent Grove Advisors, LLC | 300 | $218.4K | 0.02% | +300 | New |
| Asset Allocation Strategies LLC | 300 | $218.4K | 0.04% | +300 | New |
| Colonial Trust Advisors | 298 | $217.0K | 0.02% | −50−14.4% | Reduced |
| Thompson Davis & Co., Inc. | 297 | $216.2K | 0.14% | +297 | New |
| Claro Advisors LLC | 296 | $215.4K | 0.03% | +296 | New |
| Alliance Wealth Advisors, LLC | 294 | $214.0K | 0.05% | −108−26.9% | Reduced |
| Werba Rubin Papier Wealth Management | 293 | $213.3K | 0.03% | +293 | New |
| Cordatus Wealth Management LLC | 293 | $213.2K | 0.05% | +293 | New |
| Fulcrum Equity Management | 292 | $212.5K | 0.21% | +292 | New |
| Quantum Financial Advisors, LLC | 291 | $212.2K | 0.02% | +291 | New |
| Aprio Wealth Management, LLC | 288 | $209.6K | 0.01% | +288 | New |
| FIL Ltd | 287 | $208.9K | 0.00% | +249+655.3% | Added |
| S&A Financial Services, Inc. | 285 | $207.4K | 0.14% | +285 | New |
| Per Stirling Capital Management, LLC. | 284 | $206.7K | 0.02% | +284 | New |
| SNS Financial Group, LLC | 281 | $204.2K | 0.02% | +281 | New |
| First Affirmative Financial Network | 281 | $204.2K | 0.08% | +281 | New |
| Syverson Strege & Co | 279 | $203.1K | 0.05% | +279 | New |
