| CBIZ Investment Advisory Services, LLC | 282 | $108.0K | 0.01% | +282 | New |
| True Wealth Design, LLC | 282 | $108.2K | 0.03% | +10+3.7% | Added |
| NCP Inc. | 300 | $115.1K | 0.08% | +300 | New |
| Atlas Capital Advisors LLC | 302 | $115.8K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 304 | $116.6K | 0.02% | +12+4.1% | Added |
| First Community Trust NA | 307 | $117.8K | 0.11% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 307 | $117.8K | 0.06% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 310 | $119.0K | 0.09% | +1+0.3% | Added |
| Tanglewood Legacy Advisors, LLC | 315 | $120.9K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 316 | $121.1K | 0.07% | −60−16.0% | Reduced |
| Virtus Investment Advisers, Inc. | 326 | $125.1K | 0.09% | −34−9.4% | Reduced |
| Financial Avengers, Inc. | 347 | $127.7K | 0.07% | +2+0.6% | Added |
| Clear Point Advisors Inc. | 338 | $129.5K | 0.11% | +1+0.3% | Added |
| Barrett & Company, Inc. | 341 | $130.7K | 0.06% | −15−4.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 360 | $131.4K | 0.02% | +180+100.0% | Added |
| FSA Wealth Management LLC | 343 | $131.5K | 0.06% | +27+8.5% | Added |
| TD Capital Management LLC | 347 | $133.1K | 0.01% | +1+0.3% | Added |
| Dakota Community Bank & Trust NA | 366 | $140.4K | 0.76% | −14−3.7% | Reduced |
| AllSquare Wealth Management LLC | 376 | $144.2K | 0.08% | 00.0% | Unchanged |
| Close Asset Management Ltd | 392 | $150.0K | 0.01% | −24−5.8% | Reduced |
| Spotlight Asset Group, Inc. | 400 | $153.4K | 0.11% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 459 | $153.8K | 0.06% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 403 | $154.8K | 0.11% | +25+6.6% | Added |
| AlphaMark Advisors, LLC | 405 | $155.0K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 406 | $155.7K | 0.09% | +13+3.3% | Added |
| Evergreen Private Wealth LLC | 406 | $155.8K | 0.08% | −12−2.9% | Reduced |
| Bell Investment Advisors, Inc | 407 | $156.1K | 0.03% | +15+3.8% | Added |
| Country Trust Bank | 419 | $160.7K | 0.00% | −106−20.2% | Reduced |
| Covestor Ltd | 429 | $165.0K | 0.11% | +14+3.4% | Added |
| Sofos Investments, Inc. | 461 | $168.8K | 0.02% | +249+117.5% | Added |
| GoalVest Advisory LLC | 440 | $168.8K | 0.06% | +52+13.4% | Added |
| Evolution Advisers, Inc. | 440 | $169.0K | 0.10% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 446 | $171.1K | 0.02% | +155+53.3% | Added |
| Blume Capital Management, Inc. | 450 | $172.6K | 0.04% | +5+1.1% | Added |
| Signature Resources Capital Management, LLC | 501 | $173.6K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 460 | $176.5K | 0.11% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 463 | $177.8K | 0.07% | +463 | New |
| Paloma Partners Management Co | 467 | $179.1K | 0.03% | −3,748−88.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 478 | $183.0K | 0.00% | −81,500−99.4% | Reduced |
| Cedar Wealth Management, LLC | 484 | $185.7K | 0.06% | +231+91.3% | Added |
| Access Investment Management LLC | 500 | $191.8K | 0.06% | +500 | New |
| PrairieView Partners, LLC | 500 | $192.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 503 | $193.0K | 0.05% | +81+19.2% | Added |
| Horizon Bancorp Inc | 510 | $196.0K | 0.09% | +24+4.9% | Added |
| Proffitt & Goodson Inc | 516 | $197.9K | 0.04% | +61+13.4% | Added |
| Dynamic Wealth Strategies, LLC | 516 | $198.0K | 0.17% | +1+0.2% | Added |
| Standard Family Office LLC | 518 | $198.7K | 0.27% | +518 | New |
| All Season Financial Advisors, Inc. | 522 | $200.1K | 0.17% | +522 | New |
| Pioneer Trust Bank N A | 522 | $200.2K | 0.06% | +522 | New |
| Heritage Wealth Partners, LLC | 581 | $201.5K | 0.41% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 527 | $202.2K | 0.32% | +527 | New |
| Mokosak Advisory Group, LLC | 527 | $202.5K | 0.07% | +527 | New |
| APCM Wealth Management for Individuals | 528 | $202.5K | 0.03% | +528 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 529 | $202.8K | 0.05% | +529 | New |
| Acorns Advisers, LLC | 530 | $203.0K | 0.00% | +530 | New |
| AlphaQ Advisors LLC | 529 | $203.1K | 0.12% | +529 | New |
| Walker Financial Services, Inc. | 530 | $203.4K | 0.17% | −296−35.8% | Reduced |
| Brass Tax Wealth Management, Inc | 532 | $204.1K | 0.11% | +532 | New |
| Oliver Lagore Vanvalin Investment Group | 534 | $204.8K | 0.06% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 534 | $204.8K | 0.07% | +534 | New |
| WealthCare Investment Partners, LLC | 534 | $204.9K | 0.10% | +534 | New |
| JTC Employer Solutions Trusteee Ltd | 530 | $205.0K | 0.01% | 00.0% | Unchanged |
| Meridian Financial, LLC | 535 | $205.2K | 0.15% | +535 | New |
| Consolidated Capital Management, LLC | 537 | $206.0K | 0.10% | +537 | New |
| Seaside Wealth Management, Inc. | 539 | $206.8K | 0.09% | +539 | New |
| Creekmur Asset Management LLC | 540 | $207.0K | 0.07% | +87+19.2% | Added |
| Bernardo Wealth Planning LLC | 541 | $207.5K | 0.06% | +541 | New |
| Ledgewood Wealth Advisors, LLC | 542 | $207.8K | 0.19% | +542 | New |
| Highlander Partners, L.P. | 625 | $208.3K | 0.14% | +625 | New |
| Vista Investment Management | 543 | $208.3K | 0.08% | +543 | New |
| Orgel Wealth Management, LLC | 545 | $209.1K | 0.01% | −66−10.8% | Reduced |
| Partnership Wealth Management, LLC | 545 | $209.1K | 0.15% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 547 | $209.9K | 0.23% | +547 | New |
| Twin Peaks Wealth Advisors, LLC | 548 | $210.2K | 0.12% | +548 | New |
| Future Financial Wealth Managment LLC | 550 | $211.0K | 0.16% | +550 | New |
| Magnolia Wealth Management, LLC | 562 | $211.2K | 0.09% | +562 | New |
| M3 Advisory Group, LLC | 551 | $211.3K | 0.19% | −147−21.1% | Reduced |
| Knightsbridge Asset Management, LLC | 612 | $212.2K | 0.06% | 00.0% | Unchanged |
| Holistic Planning, LLC | 555 | $212.9K | 0.16% | +555 | New |
| Atlas Wealth LLC | 557 | $213.7K | 0.10% | +557 | New |
| WESPAC Advisors, LLC | 558 | $214.0K | 0.12% | −54−8.8% | Reduced |
| HFG Advisors, Inc. | 559 | $214.4K | 0.19% | −93−14.3% | Reduced |
| Verity Asset Management, Inc. | 560 | $214.8K | 0.12% | +560 | New |
| Foguth Wealth Management, LLC. | 561 | $215.1K | 0.12% | +561 | New |
| Disciplined Investments, LLC | 561 | $215.2K | 0.12% | +561 | New |
| Conway Capital Management, Inc. | 561 | $215.2K | 0.12% | +561 | New |
| Jackson Thornton Asset Management, LLC | 562 | $215.5K | 0.04% | +562 | New |
| Opes Wealth Management LLC | 562 | $215.6K | 0.05% | −123−18.0% | Reduced |
| Painted Porch Advisors LLC | 562 | $215.8K | 0.13% | +562 | New |
| Foster Dykema Cabot & Partners, LLC | 563 | $216.0K | 0.02% | +78+16.1% | Added |
| Baron Wealth Management LLC | 564 | $216.5K | 0.11% | +564 | New |
| WorthPointe, LLC | 570 | $218.5K | 0.11% | +570 | New |
| BHK Investment Advisors, LLC | 570 | $218.7K | 0.08% | +570 | New |
| Elite Life Management LLC | 570 | $218.7K | 1.07% | +570 | New |
| Hutchens & Kramer Investment Management Group, LLC | 595 | $219.0K | 0.13% | +595 | New |
| Quaker Wealth Management, LLC | 571 | $219.0K | 0.09% | +571 | New |
| Rock Point Advisors, LLC | 572 | $219.4K | 0.07% | +572 | New |
| Prosperity Wealth Management, Inc. | 572 | $219.6K | 0.10% | +572 | New |
| Ballew Advisors, Inc | 629 | $220.6K | 0.15% | −10−1.6% | Reduced |
| TMD Wealth Management, LLC | 577 | $221.3K | 0.05% | −21−3.5% | Reduced |
