| Strategic Blueprint, LLC | 1,092 | $245.4K | 0.02% | +1,092 | New |
| HST Ventures, LLC | 1,091 | $245.0K | 0.11% | −1,315−54.7% | Reduced |
| Old National Bancorp | 1,084 | $243.4K | 0.01% | −1,113−50.7% | Reduced |
| Alpha Family Trust | 1,080 | $242.5K | 0.14% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,076 | $241.7K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,075 | $241.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,071 | $240.5K | 0.11% | +76+7.6% | Added |
| Moneta Group Investment Advisors LLC | 1,063 | $238.7K | 0.00% | +1,063 | New |
| Jacobs Levy Equity Management, Inc | 1,056 | $237.2K | 0.00% | −100−8.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,053 | $236.4K | 0.02% | −67−6.0% | Reduced |
| Diversify Wealth Management, LLC | 1,033 | $234.6K | 0.03% | +1,033 | New |
| Wealthcare Advisory Partners LLC | 1,041 | $233.7K | 0.01% | +29+2.9% | Added |
| Crawford Investment Counsel Inc | 1,036 | $232.8K | 0.00% | −5−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,036 | $232.7K | 0.01% | +1,036 | New |
| Rollins Financial Advisors, LLC | 1,032 | $231.8K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,002 | $231.5K | 0.01% | +1,002 | New |
| Congress Wealth Management LLC | 1,030 | $231.3K | 0.00% | +12+1.2% | Added |
| Mayfair Advisory Group, LLC | 1,001 | $231.3K | 0.16% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,029 | $231.1K | 0.10% | +5+0.5% | Added |
| R. W. Roge & Company, Inc. | 1,031 | $231.0K | 0.13% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 965 | $229.5K | 0.01% | +965 | New |
| Means Investment Co., Inc. | 1,015 | $227.8K | 0.03% | +5+0.5% | Added |
| West Bancorporation Inc | 1,012 | $227.3K | 0.17% | +1,012 | New |
| V-Square Quantitative Management LLC | 1,011 | $227.1K | 0.04% | −157−13.4% | Reduced |
| PCA Investment Advisory Services Inc. | 1,009 | $226.5K | 0.12% | +1+0.1% | Added |
| Phillips Wealth Planners LLC | 993 | $225.7K | 0.24% | +993 | New |
| Waldron Private Wealth LLC | 1,003 | $225.3K | 0.01% | +1,003 | New |
| Oak Family Advisors, LLC | 1,000 | $224.6K | 0.09% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 994 | $223.2K | 0.08% | −54−5.2% | Reduced |
| Ameritas Advisory Services, LLC | 992 | $222.7K | 0.01% | −10−1.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 990 | $222.3K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 987 | $221.7K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 985 | $221.2K | 0.02% | +985 | New |
| Transamerica Financial Advisors, Inc. | 981 | $221.0K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 984 | $221.0K | 0.03% | +984 | New |
| Haverford Trust Co | 978 | $219.6K | 0.00% | +978 | New |
| Simon Quick Advisors, LLC | 974 | $218.7K | 0.02% | −923−48.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 973 | $218.5K | 0.02% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 972 | $218.3K | 0.04% | +972 | New |
| Collective Family Office LLC | 970 | $217.8K | 0.06% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 969 | $217.6K | 0.01% | 00.0% | Unchanged |
| American Trust | 968 | $217.4K | 0.02% | +968 | New |
| Requisite Capital Management, LLC | 966 | $216.9K | 0.05% | +966 | New |
| Jones Financial Companies LLLP | 964 | $216.5K | 0.00% | +534+124.2% | Added |
| Dearborn Partners LLC | 960 | $215.6K | 0.01% | +960 | New |
| Balanced Wealth Group LLC | 971 | $215.5K | 0.10% | 00.0% | Unchanged |
| Burns J W & Co Inc | 957 | $214.9K | 0.03% | −34−3.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 956 | $214.7K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 955 | $214.5K | 0.00% | −35−3.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 955 | $214.5K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 955 | $214.5K | 0.02% | +955 | New |
| Los Angeles Capital Management LLC | 949 | $213.1K | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 944 | $212.0K | 0.05% | 00.0% | Unchanged |
| Prostatis Group LLC | 944 | $212.0K | 0.07% | +944 | New |
| Alhambra Investment Partners LLC | 943 | $211.8K | 0.12% | 00.0% | Unchanged |
| Meridian Management Co | 943 | $211.8K | 0.06% | +943 | New |
| Capital Investment Counsel, Inc | 935 | $210.0K | 0.03% | +935 | New |
| Blue Chip Partners, Inc. | 929 | $208.6K | 0.02% | +4+0.4% | Added |
| LRI Investments, LLC | 926 | $208.0K | 0.02% | +166+21.8% | Added |
| Fulton Bank, N.A. | 922 | $207.1K | 0.01% | +922 | New |
| Courier Capital LLC | 920 | $206.6K | 0.02% | +920 | New |
| Ariadne Wealth Management, LP | 918 | $206.2K | 0.18% | +918 | New |
| 180 Wealth Advisors, LLC | 891 | $205.2K | 0.03% | +891 | New |
| CSM Advisors, LLC | 910 | $204.0K | 0.01% | +910 | New |
| NSI Retail Advisors, LLC | 910 | $204.0K | 0.04% | +910 | New |
| Blue Zone Wealth Advisors, LLC | 908 | $203.9K | 0.07% | +908 | New |
| Gateway Investment Advisers LLC | 903 | $202.8K | 0.00% | +903 | New |
| Measured Wealth Private Client Group, LLC | 903 | $202.8K | 0.07% | +903 | New |
| Stratos Wealth Advisors, LLC | 901 | $202.4K | 0.01% | −3,526−79.6% | Reduced |
| Key Financial Inc | 901 | $202.3K | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 899 | $201.9K | 0.00% | +899 | New |
| CWS Financial Advisors, LLC | 899 | $201.9K | 0.08% | +899 | New |
| Baron Wealth Management LLC | 897 | $201.4K | 0.10% | +897 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 896 | $201.2K | 0.01% | +896 | New |
| Cypress Wealth Services, LLC | 896 | $201.1K | 0.04% | +896 | New |
| Covestor Ltd | 894 | $201.0K | 0.13% | +44+5.2% | Added |
| Icon Wealth Advisors, LLC | 885 | $200.8K | 0.02% | −48−5.1% | Reduced |
| Evermay Wealth Management LLC | 881 | $197.9K | 0.03% | −90−9.3% | Reduced |
| Gold Investment Management Ltd. | 852 | $191.3K | 0.08% | −2−0.2% | Reduced |
| Heritage Wealth Advisors | 852 | $191.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 832 | $188.6K | 0.01% | +19+2.3% | Added |
| Ci Investments Inc. | 828 | $186.0K | 0.00% | +35+4.4% | Added |
| Custom Portfolio Group LLC | 818 | $183.7K | 0.14% | 00.0% | Unchanged |
| Principal Securities, Inc. | 815 | $183.0K | 0.01% | +28+3.6% | Added |
| Central Pacific Bank - Trust Division | 800 | $179.7K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 799 | $179.4K | 0.02% | +799 | New |
| Caldwell Trust Co | 781 | $175.4K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 773 | $173.6K | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 759 | $170.5K | 0.01% | +92+13.8% | Added |
| AllSquare Wealth Management LLC | 757 | $170.0K | 0.10% | +100+15.2% | Added |
| Y.D. More Investments Ltd | 756 | $169.8K | 0.02% | +6+0.8% | Added |
| Global Retirement Partners, LLC | 722 | $162.2K | 0.01% | +152+26.7% | Added |
| Thompson Investment Management, Inc. | 721 | $161.9K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 719 | $161.5K | 0.02% | +719 | New |
| Indiana Trust & Investment Management CO | 715 | $160.6K | 0.06% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 704 | $158.1K | 0.05% | +704 | New |
| Smartleaf Asset Management LLC | 698 | $155.8K | 0.03% | +89+14.6% | Added |
| Bangor Savings Bank | 685 | $153.8K | 0.02% | +40+6.2% | Added |
| Register Financial Advisors LLC | 673 | $151.2K | 0.08% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 686 | $146.2K | 0.08% | −55−7.4% | Reduced |