| Aldebaran Financial Inc. | 650 | $236.0K | 0.18% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 650 | $236.0K | 0.00% | +650 | New |
| Levy Wealth Management Group, LLC | 639 | $232.0K | 0.11% | −120−15.8% | Reduced |
| Zions Bancorporation, N.A. | 630 | $229.0K | 0.02% | −166−20.9% | Reduced |
| First Foundation Advisors | 629 | $229.0K | 0.01% | +629 | New |
| BDO Wealth Advisors, LLC | 628 | $228.0K | 0.02% | −50−7.4% | Reduced |
| Rockbridge Investment Management, LCC | 622 | $226.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 623 | $226.0K | 0.14% | +623 | New |
| Signature Estate & Investment Advisors LLC | 613 | $223.0K | 0.01% | −1−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 614 | $223.0K | 0.02% | +1+0.2% | Added |
| Reilly Financial Advisors, LLC | 610 | $222.0K | 0.02% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 608 | $221.0K | 0.14% | +2+0.3% | Added |
| Formidable Asset Management, LLC | 600 | $221.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 605 | $220.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 600 | $218.0K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 600 | $218.0K | 0.04% | +600 | New |
| Strategic Blueprint, LLC | 594 | $216.0K | 0.03% | +594 | New |
| Sowa Financial Group, Inc. | 592 | $215.0K | 0.13% | −73−11.0% | Reduced |
| Harfst & Associates, Inc. | 592 | $215.0K | 0.05% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 588 | $213.0K | 0.02% | +588 | New |
| Strategic Wealth Partners, Ltd. | 582 | $211.0K | 0.04% | +582 | New |
| Maltin Wealth Management, Inc. | 580 | $211.0K | 0.13% | +580 | New |
| Meridian Financial, LLC | 575 | $208.9K | 0.20% | +575 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 600 | $206.0K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 566 | $206.0K | 0.08% | −50−8.1% | Reduced |
| Argent Trust Co | 566 | $206.0K | 0.01% | +566 | New |
| Texas Yale Capital Corp. | 563 | $205.0K | 0.01% | +563 | New |
| Wesbanco Bank Inc | 560 | $203.0K | 0.01% | −40−6.7% | Reduced |
| SFMG, LLC | 559 | $203.0K | 0.02% | +559 | New |
| Clear Creek Financial Management, LLC | 559 | $203.0K | 0.03% | +559 | New |
| Concentric Wealth Management, LLC | 557 | $202.0K | 0.06% | +557 | New |
| Cross Staff Investments Inc | 554 | $201.0K | 0.18% | +554 | New |
| Oakworth Capital, Inc. | 544 | $198.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 540 | $196.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 498 | $181.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 464 | $169.0K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 463 | $168.0K | 0.12% | +463 | New |
| First Bank & Trust | 457 | $166.0K | 0.07% | −7−1.5% | Reduced |
| Sageworth Trust Co | 444 | $161.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 440 | $161.0K | 0.13% | +440 | New |
| Clearstead Advisors, LLC | 423 | $154.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 411 | $149.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 415 | $141.0K | 0.02% | −200−32.5% | Reduced |
| Winch Advisory Services, LLC | 386 | $140.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 375 | $136.0K | 0.07% | +1+0.3% | Added |
| CoreFirst Bank & Trust | 370 | $135.0K | 0.09% | −10−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 355 | $129.0K | 0.02% | +1+0.3% | Added |
| Disciplined Investments, LLC | 341 | $124.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 324 | $118.0K | 0.00% | −189−36.8% | Reduced |
| Stephens Consulting, LLC | 320 | $116.1K | 0.10% | +320 | New |
| Private Ocean, LLC | 316 | $115.0K | 0.01% | +1+0.3% | Added |
| Retirement Group, LLC | 315 | $114.0K | 0.05% | +60+23.5% | Added |
| Column Capital Advisors, LLC | 310 | $113.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 310 | $113.0K | 0.02% | +310 | New |
| Atticus Wealth Management, LLC | 304 | $110.0K | 0.04% | −33−9.8% | Reduced |
| Hanson & Doremus Investment Management | 300 | $109.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 300 | $109.0K | 0.01% | +1+0.3% | Added |
| Financial Management Professionals, Inc. | 300 | $109.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $109.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 297 | $108.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 291 | $106.0K | 0.00% | +1+0.3% | Added |
| Banque Cantonale Vaudoise | 280 | $102.0K | 0.00% | +280 | New |
| Edmond de Rothschild Holding S.A. | 279 | $101.0K | 0.00% | −10−3.5% | Reduced |
| American National Bank | 275 | $100.0K | 0.02% | +139+102.2% | Added |
| Assetmark, Inc | 274 | $100.0K | 0.00% | +274 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $98.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 268 | $97.0K | 0.03% | +131+95.6% | Added |
| Plante Moran Financial Advisors, LLC | 264 | $96.0K | 0.02% | −110−29.4% | Reduced |
| Private Capital Group, LLC | 254 | $93.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $91.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $90.8K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 242 | $87.9K | 0.04% | +1+0.4% | Added |
| RWM Asset Management, LLC | 233 | $85.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 226 | $82.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 222 | $81.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 224 | $81.0K | 0.01% | +15+7.2% | Added |
| Barrett Asset Management, LLC | 212 | $77.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 209 | $76.0K | 0.02% | +1+0.5% | Added |
| First Command Financial Services, Inc. | 200 | $73.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 200 | $73.0K | 0.02% | +200 | New |
| Ameritas Investment Partners, Inc. | 190 | $69.0K | 0.00% | +130+216.7% | Added |
| First Command Bank | 200 | $68.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 187 | $68.0K | 0.03% | +187 | New |
| Capital Analysts, LLC | 169 | $62.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 169 | $61.0K | 0.01% | −97−36.5% | Reduced |
| Concord Wealth Partners | 168 | $61.0K | 0.01% | +38+29.2% | Added |
| Raleigh Capital Management Inc. | 168 | $61.0K | 0.06% | +168 | New |
| Key Financial Inc | 163 | $59.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 159 | $58.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 159 | $58.0K | 0.01% | +51+47.2% | Added |
| Total Clarity Wealth Management, Inc. | 156 | $57.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 152 | $55.1K | 0.02% | +1+0.7% | Added |
| Toth Financial Advisory Corp | 150 | $55.0K | 0.01% | −50−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $54.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 136 | $49.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 135 | $49.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 134 | $49.0K | 0.03% | +134 | New |
| NVWM, LLC | 132 | $48.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 131 | $48.0K | 0.03% | +131 | New |