| Marcum Wealth, LLC | 271 | $275.7K | 0.03% | +271 | New |
| Hyman Charles D | 270 | $275.0K | 0.02% | 00.0% | Unchanged |
| Cim, LLC | 270 | $274.7K | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 268 | $272.6K | 0.00% | −55−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 267 | $271.6K | 0.01% | +154+136.3% | Added |
| FDx Advisors, Inc. | 264 | $269.0K | 0.04% | −187−41.5% | Reduced |
| Smithfield Trust Co | 263 | $267.0K | 0.01% | +4+1.5% | Added |
| Simmons Bank | 262 | $266.5K | 0.02% | −25−8.7% | Reduced |
| Montag A & Associates Inc | 262 | $266.5K | 0.01% | +6+2.3% | Added |
| Focus Financial Network, Inc. | 284 | $266.3K | 0.01% | +284 | New |
| Shelton Capital Management | 261 | $265.5K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 261 | $265.2K | 0.03% | −5−1.9% | Reduced |
| Virtus Investment Advisers, Inc. | 260 | $264.5K | 0.19% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 259 | $263.5K | 0.09% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 271 | $258.9K | 0.21% | −29−9.7% | Reduced |
| Imprint Wealth LLC | 256 | $258.5K | 0.06% | +256 | New |
| Vertex Planning Partners, LLC | 254 | $258.4K | 0.07% | −21−7.6% | Reduced |
| Skopos Labs, Inc. | 255 | $257.5K | 0.11% | −7−2.7% | Reduced |
| Integrated Advisors Network LLC | 252 | $256.5K | 0.01% | +9+3.7% | Added |
| Harbour Investments, Inc. | 252 | $256.4K | 0.01% | +28+12.5% | Added |
| Fisher Asset Management, LLC | 251 | $255.4K | 0.00% | +251 | New |
| Buckingham Strategic Partners | 250 | $255.0K | 0.01% | +250 | New |
| Highview Capital Management LLC | 250 | $254.3K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 250 | $254.3K | 0.03% | +46+22.5% | Added |
| West Family Investments, Inc. | 249 | $253.3K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 248 | $252.3K | 0.01% | −10−3.9% | Reduced |
| Pegasus Partners Ltd. | 247 | $251.3K | 0.03% | −1−0.4% | Reduced |
| Blue Square Asset Management, LLC | 247 | $251.3K | 0.17% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 246 | $250.6K | 0.12% | +246 | New |
| Davis Investment Partners, LLC | 250 | $250.2K | 0.11% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 245 | $249.2K | 0.01% | −96−28.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 241 | $245.4K | 0.04% | +241 | New |
| Relyea Zuckerberg Hanson LLC | 241 | $245.3K | 0.04% | +241 | New |
| MainStreet Investment Advisors LLC | 241 | $245.2K | 0.03% | −38−13.6% | Reduced |
| TrueWealth Advisors, LLC | 241 | $245.2K | 0.09% | +241 | New |
| Mascoma Wealth Management LLC | 240 | $244.2K | 0.07% | 00.0% | Unchanged |
| Q3 Asset Management | 239 | $243.0K | 0.07% | +239 | New |
| Parsons Capital Management Inc | 237 | $241.1K | 0.02% | −28−10.6% | Reduced |
| Capital Investment Advisory Services, LLC | 236 | $240.5K | 0.03% | +236 | New |
| Clarus Wealth Advisors | 240 | $240.2K | 0.14% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 235 | $238.7K | 0.04% | +235 | New |
| Dark Forest Capital Management LP | 233 | $237.0K | 0.04% | +233 | New |
| Morningstar Investment Services LLC | 232 | $237.0K | 0.00% | −164−41.4% | Reduced |
| Sentry Investment Management LLC | 233 | $237.0K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 232 | $236.1K | 0.02% | +232 | New |
| TD Private Client Wealth LLC | 231 | $235.0K | 0.01% | +13+6.0% | Added |
| Whittier Trust Co | 229 | $233.0K | 0.00% | +75+48.7% | Added |
| Wells Trecaso Financial Group, LLC | 228 | $231.9K | 0.08% | +228 | New |
| Dearborn Partners LLC | 227 | $230.9K | 0.01% | +227 | New |
| Rockland Trust Co | 226 | $229.9K | 0.01% | −175−43.6% | Reduced |
| Davis R M Inc | 225 | $228.9K | 0.00% | −25−10.0% | Reduced |
| Girard Partners Ltd. | 224 | $227.9K | 0.02% | +224 | New |
| Venture Visionary Partners LLC | 224 | $227.9K | 0.01% | +224 | New |
| Mutual Advisors, LLC | 223 | $227.0K | 0.01% | +223 | New |
| First American Trust, FSB | 222 | $225.8K | 0.02% | +222 | New |
| Burns J W & Co Inc | 221 | $224.8K | 0.03% | +221 | New |
| Naples Money Management LLC | 220 | $223.8K | 0.22% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 219 | $223.1K | 0.01% | +219 | New |
| Burke & Herbert Bank & Trust Co | 216 | $219.7K | 0.17% | +216 | New |
| RMB Capital Management, LLC | 216 | $219.7K | 0.01% | +216 | New |
| Ullmann Financial Group, Inc. | 216 | $219.7K | 0.03% | +216 | New |
| Tyche Wealth Partners LLC | 214 | $217.7K | 0.05% | −288−57.4% | Reduced |
| Knowledge Leaders Capital, LLC | 212 | $215.7K | 0.38% | −368−63.4% | Reduced |
| HBW Advisory Services LLC | 259 | $215.0K | 0.04% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 211 | $214.7K | 0.01% | +211 | New |
| Agate Pass Investment Management, LLC | 211 | $214.7K | 0.12% | +211 | New |
| Impact Partnership Wealth, LLC | 210 | $213.8K | 0.08% | +23+12.3% | Added |
| Wealth Architects, LLC | 210 | $213.6K | 0.03% | +210 | New |
| Davy Global Fund Management Ltd | 209 | $212.6K | 0.02% | −45−17.7% | Reduced |
| Werba Rubin Papier Wealth Management | 209 | $212.6K | 0.06% | +209 | New |
| Atomi Financial Group, Inc. | 208 | $211.1K | 0.02% | +208 | New |
| Objective Capital Management, LLC | 207 | $210.6K | 0.14% | +207 | New |
| Ancora Advisors, LLC | 207 | $210.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 253 | $209.7K | 0.00% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 206 | $209.6K | 0.03% | +206 | New |
| Novak & Powell Financial Services, Inc. | 206 | $209.2K | 0.16% | +206 | New |
| Alpha Cubed Investments, LLC | 205 | $208.5K | 0.01% | +205 | New |
| Insigneo Advisory Services, LLC | 205 | $208.5K | 0.02% | +205 | New |
| Mount Yale Investment Advisors, LLC | 204 | $208.0K | 0.02% | +204 | New |
| Cornerstone Wealth Group, LLC | 204 | $207.5K | 0.02% | +204 | New |
| Resonant Capital Advisors, LLC | 204 | $207.5K | 0.02% | +204 | New |
| Zhang Financial LLC | 203 | $206.5K | 0.02% | +203 | New |
| SevenBridge Financial Group, LLC | 221 | $206.0K | 0.05% | +221 | New |
| Advocate Group LLC | 202 | $205.5K | 0.04% | +202 | New |
| Flputnam Investment Management Co | 201 | $204.5K | 0.00% | +201 | New |
| SFMG, LLC | 201 | $204.5K | 0.02% | +201 | New |
| Magnus Financial Group LLC | 201 | $204.5K | 0.02% | +201 | New |
| FineMark National Bank & Trust | 200 | $203.5K | 0.01% | −81−28.8% | Reduced |
| Alta Advisers Ltd | 200 | $203.5K | 0.10% | 00.0% | Unchanged |
| Northeast Investment Management | 200 | $203.5K | 0.01% | +200 | New |
| Atlas Brown,Inc. | 200 | $203.5K | 0.07% | +200 | New |
| Retirement Planning Group | 200 | $203.5K | 0.02% | +200 | New |
| Aviance Capital Partners, LLC | 200 | $203.5K | 0.03% | +200 | New |
| Keeley-Teton Advisors, LLC | 200 | $203.5K | 0.03% | +200 | New |
| Heritage Trust Co | 200 | $203.5K | 0.03% | +200 | New |
| Pinnacle Financial Group, LLC | 200 | $203.5K | 0.09% | +200 | New |
| Austin Private Wealth, LLC | 202 | $203.4K | 0.02% | +202 | New |
| Bullock Wealth Management Group | 200 | $202.2K | 0.14% | +200 | New |
| Financial Advisory Service, Inc. | 199 | $202.0K | 0.02% | +199 | New |
| Epoch Investment Partners, Inc. | 198 | $201.4K | 0.00% | +198 | New |
