| Moss Adams Wealth Advisors LLC | 889 | $344.0K | 0.02% | +889 | New |
| PEAK6 LLC | 888 | $343.4K | 0.01% | +888 | New |
| Beese Fulmer Investment Management, Inc. | 882 | $341.1K | 0.02% | +882 | New |
| Venturi Wealth Management, LLC | 876 | $338.8K | 0.01% | +876 | New |
| Atlas Wealth LLC | 874 | $338.0K | 0.05% | +64+7.9% | Added |
| Fulton Bank, N.A. | 870 | $336.5K | 0.01% | +10+1.2% | Added |
| Cornerstone Wealth Management, LLC | 863 | $333.9K | 0.01% | −85−9.0% | Reduced |
| West Family Investments, Inc. | 854 | $330.3K | 0.10% | +854 | New |
| Primoris Wealth Advisors, LLC | 850 | $328.7K | 0.15% | +850 | New |
| South Shore Capital Advisors | 843 | $325.9K | 0.22% | +843 | New |
| Sound Income Strategies, LLC | 842 | $325.6K | 0.01% | −4−0.5% | Reduced |
| Private Wealth Asset Management, LLC | 842 | $325.6K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 841 | $325.2K | 0.04% | −27−3.1% | Reduced |
| International Assets Investment Management, LLC | 300,065 | $324.3K | 0.02% | +200,004+199.9% | Added |
| Paragon Capital Management Ltd | 837 | $323.7K | 0.06% | +837 | New |
| Leonteq Securities AG | 835 | $322.9K | 0.02% | −2,865−77.4% | Reduced |
| Johnson Financial Group, LLC | 834 | $322.5K | 0.02% | +834 | New |
| FSM Wealth Advisors, LLC | 832 | $321.9K | 0.03% | +130+18.5% | Added |
| Torrey Growth & Income Advisors | 826 | $321.8K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 831 | $321.4K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 828 | $320.2K | 0.02% | −88−9.6% | Reduced |
| Manchester Capital Management LLC | 826 | $319.4K | 0.04% | +38+4.8% | Added |
| Massmutual Trust Co FSB | 823 | $318.3K | 0.01% | +152+22.7% | Added |
| HighPoint Advisor Group LLC | 817 | $315.9K | 0.01% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 817 | $315.9K | 0.01% | −53−6.1% | Reduced |
| Campion Asset Management LLC | 816 | $315.6K | 0.19% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 815 | $315.2K | 0.06% | +25+3.2% | Added |
| Journey Advisory Group, LLC | 815 | $315.2K | 0.02% | +815 | New |
| SmartHarvest Portfolios, LLC | 810 | $313.3K | 0.10% | +810 | New |
| MQS Management LLC | 809 | $312.9K | 0.38% | +809 | New |
| SageView Advisory Group, LLC | 808 | $312.7K | 0.01% | +2+0.2% | Added |
| Ellevest, Inc. | 805 | $312.6K | 0.04% | −274−25.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 808 | $312.4K | 0.03% | +66+8.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 807 | $311.9K | 0.03% | +44+5.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 806 | $311.7K | 0.08% | −592−42.3% | Reduced |
| First Western Trust Bank | 805 | $311.3K | 0.02% | −224−21.8% | Reduced |
| LM Advisors LLC | 802 | $311.0K | 0.04% | +566+239.8% | Added |
| Basepoint Wealth LLC | 803 | $310.5K | 0.18% | +7+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 800 | $309.4K | 0.02% | −450−36.0% | Reduced |
| Beck Mack & Oliver LLC | 799 | $309.0K | 0.01% | −2−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 798 | $308.6K | 0.06% | +90+12.7% | Added |
| HBK Sorce Advisory LLC | 788 | $308.3K | 0.01% | +74+10.4% | Added |
| Fulton Breakefield Broenniman LLC | 796 | $307.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 792 | $306.3K | 0.01% | −59−6.9% | Reduced |
| Quent Capital, LLC | 790 | $305.7K | 0.02% | +185+30.6% | Added |
| Colonial River Wealth Management, LLC | 784 | $303.2K | 0.09% | −194−19.8% | Reduced |
| Money Concepts Capital Corp | 784 | $303.1K | 0.01% | −2,349−75.0% | Reduced |
| Parkside Financial Bank & Trust | 782 | $302.4K | 0.02% | +65+9.1% | Added |
| Generali Investments, Management Co LLC | 782 | $302.4K | 0.07% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 781 | $302.2K | 0.02% | −221−22.1% | Reduced |
| Lakeridge Wealth Management LLC | 779 | $301.2K | 0.11% | −18−2.3% | Reduced |
| Schnieders Capital Management, LLC. | 776 | $300.1K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 771 | $298.0K | 0.14% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 769 | $297.4K | 0.03% | −13−1.7% | Reduced |
| Altfest L J & Co Inc | 767 | $296.7K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 767 | $296.5K | 0.05% | +52+7.3% | Added |
| Latitude Advisors, LLC | 765 | $295.7K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 763 | $295.1K | 0.04% | −17−2.2% | Reduced |
| Pettinga Financial Advisors, LLC | 756 | $292.3K | 0.05% | −35−4.4% | Reduced |
| Capital Investment Advisory Services, LLC | 750 | $290.2K | 0.02% | −34−4.3% | Reduced |
| Parsons Capital Management Inc | 749 | $289.7K | 0.01% | +749 | New |
| CWA Asset Management Group, LLC | 749 | $289.7K | 0.01% | +749 | New |
| Koshinski Asset Management, Inc. | 747 | $288.8K | 0.02% | +747 | New |
| Choate Investment Advisors | 744 | $287.7K | 0.01% | −38−4.9% | Reduced |
| Capital Analysts, LLC | 743 | $287.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 742 | $287.0K | 0.13% | +200+36.9% | Added |
| Lynch Investment Planning, LLC | 742 | $286.9K | 0.22% | +3+0.4% | Added |
| Global Trust Asset Management, LLC | 741 | $286.6K | 0.09% | −204−21.6% | Reduced |
| Mather Group, LLC. | 740 | $286.2K | 0.00% | +469+173.1% | Added |
| SwitchPoint Financial Planning, LLC | 738 | $285.2K | 0.16% | +5+0.7% | Added |
| PKS Advisory Services, LLC | 734 | $284.2K | 0.05% | +734 | New |
| Symphony Financial, Ltd. Co. | 729 | $282.9K | 0.03% | +36+5.2% | Added |
| East Coast Asset Management, LLC. | 730 | $282.3K | 0.08% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 725 | $280.4K | 0.07% | +725 | New |
| Palisades Hudson Asset Management, L.P. | 723 | $280.0K | 0.10% | −183−20.2% | Reduced |
| CVA Family Office, LLC | 722 | $279.2K | 0.03% | +18+2.6% | Added |
| Asset One Wealth Management LLC | 714 | $278.7K | 0.03% | −164−18.7% | Reduced |
| Seeds Investor LLC | 721 | $278.6K | 0.03% | +721 | New |
| Strategic Financial Services, Inc, | 720 | $278.4K | 0.01% | −5−0.7% | Reduced |
| Expressive Wealth LLC | 720 | $278.4K | 0.26% | +720 | New |
| Gerber Kawasaki Wealth & Investment Management | 718 | $277.7K | 0.01% | +718 | New |
| Verdence Capital Advisors LLC | 717 | $277.4K | 0.01% | −13,116−94.8% | Reduced |
| Fort Point Capital Partners LLC | 717 | $277.3K | 0.03% | −35−4.7% | Reduced |
| Chesapeake Capital Corp | 711 | $275.0K | 0.15% | +711 | New |
| Samalin Investment Counsel, LLC | 705 | $272.7K | 0.09% | +1+0.1% | Added |
| Dean Investment Associates, LLC | 700 | $270.7K | 0.04% | −6−0.8% | Reduced |
| nVerses Capital, LLC | 700 | $270.7K | 0.42% | +700 | New |
| Keynote Financial Services LLC | 697 | $269.6K | 0.13% | −8−1.1% | Reduced |
| Adams Wealth Management | 695 | $268.8K | 0.05% | 00.0% | Unchanged |
| CacheTech Inc. | 695 | $268.8K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 695 | $268.6K | 0.01% | +695 | New |
| Harbour Trust & Investment Management Co | 692 | $267.6K | 0.03% | +692 | New |
| Range Advisory, LLC | 691 | $267.1K | 0.03% | +691 | New |
| Fukoku Mutual Life Insurance Co | 690 | $266.8K | 0.02% | −86−11.1% | Reduced |
| Abel Hall, LLC | 690 | $266.8K | 0.05% | +690 | New |
| Aldebaran Financial Inc. | 689 | $266.4K | 0.22% | +1+0.1% | Added |
| Shoker Investment Counsel, Inc. | 688 | $266.1K | 0.07% | 00.0% | Unchanged |
| Sym Financial Corp | 686 | $265.3K | 0.02% | +686 | New |
| Rik Saylor Financial, Inc. | 683 | $264.1K | 0.18% | +683 | New |
| Pines Wealth Management, LLC | 682 | $263.8K | 0.08% | −360−34.5% | Reduced |
