| Carson Advisory Inc. | 450 | $223.3K | 0.12% | +450 | New |
| Meyer Handelman Co | 450 | $223.1K | 0.01% | −46−9.3% | Reduced |
| Staley Capital Advisers Inc | 450 | $223.1K | 0.01% | +450 | New |
| Eclectic Associates Inc | 449 | $222.6K | 0.03% | +449 | New |
| HMS Capital Management, LLC | 448 | $222.1K | 0.09% | +448 | New |
| Meridian Wealth Partners, LLC | 446 | $221.3K | 0.03% | +446 | New |
| Royal Fund Management, LLC | 446 | $221.2K | 0.02% | +446 | New |
| Allegiance Financial Group Advisory Services LLC | 445 | $220.6K | 0.04% | +445 | New |
| Harvest Investment Services, LLC | 444 | $220.1K | 0.04% | +444 | New |
| SC&H Financial Advisors, Inc. | 442 | $219.1K | 0.03% | +442 | New |
| Syverson Strege & Co | 441 | $218.6K | 0.05% | +441 | New |
| Wilkerson Advisory Group LLC | 440 | $218.1K | 0.07% | +398+947.6% | Added |
| Salomon & Ludwin, LLC | 434 | $218.1K | 0.02% | +39+9.9% | Added |
| Lakeridge Wealth Management LLC | 440 | $217.9K | 0.09% | +440 | New |
| LGL Partners, LLC | 439 | $217.8K | 0.09% | +439 | New |
| Winslow Capital Management, LLC | 438 | $217.1K | 0.00% | −43−8.9% | Reduced |
| Stewardship Advisors, LLC | 438 | $217.1K | 0.05% | +438 | New |
| IVC Wealth Advisors LLC | 438 | $217.1K | 0.09% | +438 | New |
| Thompson David Blair | 437 | $216.6K | 0.12% | +437 | New |
| Stonebridge Financial Group, LLC | 436 | $216.3K | 0.18% | +436 | New |
| EdgeRock Capital LLC | 436 | $216.2K | 0.06% | +436 | New |
| Advisortrust Partners, LLC | 435 | $215.7K | 0.09% | +435 | New |
| Grove Bank & Trust | 435 | $215.7K | 0.02% | −6−1.4% | Reduced |
| Menard Financial Group LLC | 435 | $215.7K | 0.15% | +435 | New |
| Cornerstone Advisors Asset Management, LLC | 435 | $215.7K | 0.03% | +435 | New |
| Cullinan Associates Inc | 434 | $215.2K | 0.02% | −242−35.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 434 | $215.2K | 0.10% | +434 | New |
| Dala Group, LLC | 432 | $214.2K | 0.18% | +432 | New |
| LRI Investments, LLC | 432 | $214.2K | 0.02% | +325+303.7% | Added |
| Vanguard National Trust Co | 431 | $213.7K | 0.01% | +431 | New |
| Kera Capital Partners, Inc. | 431 | $213.7K | 0.03% | +431 | New |
| Addison Capital Co | 430 | $213.3K | 0.04% | +430 | New |
| Sunburst Financial Group, LLC | 430 | $213.2K | 0.04% | −84−16.3% | Reduced |
| SOA Wealth Advisors, LLC. | 430 | $213.2K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 430 | $213.2K | 0.04% | +430 | New |
| Sovereign Financial Group, Inc. | 428 | $212.2K | 0.04% | +428 | New |
| DGS Capital Management, LLC | 427 | $211.7K | 0.03% | +427 | New |
| Laurel Oak Wealth Management, LLC | 426 | $211.2K | 0.04% | +426 | New |
| Cetera Trust Company, N.A | 426 | $211.2K | 0.12% | 00.0% | Unchanged |
| Exchange Bank | 426 | $211.2K | 0.15% | +426 | New |
| Ballast, Inc. | 425 | $210.7K | 0.05% | +425 | New |
| Medallion Wealth Advisors, LLC | 425 | $210.6K | 0.07% | +21+5.2% | Added |
| Montag A & Associates Inc | 424 | $210.2K | 0.01% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 424 | $210.2K | 0.02% | −50−10.5% | Reduced |
| Bruce G. Allen Investments, LLC | 424 | $210.2K | 0.14% | −36−7.8% | Reduced |
| NFP Retirement, Inc. | 424 | $210.0K | 0.01% | +424 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 423 | $209.7K | 0.17% | +423 | New |
| Vivaldi Capital Management, LLC | 422 | $209.3K | 0.03% | +422 | New |
| PAX Financial Group, LLC | 422 | $209.3K | 0.04% | +422 | New |
| Secure Asset Management, LLC | 421 | $208.9K | 0.03% | +421 | New |
| TownSquare Capital, LLC | 421 | $208.8K | 0.05% | +421 | New |
| Werlinich Asset Management, LLC | 1,340 | $208.4K | 0.10% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 420 | $208.2K | 0.05% | +420 | New |
| Ascension Capital Advisors, Inc. | 419 | $207.7K | 0.07% | +419 | New |
| StoryOne LLC | 0 | $207.7K | 0.12% | 0 | New |
| Piedmont Capital Management, LLC | 418 | $207.2K | 0.14% | +418 | New |
| Austin Wealth Management, LLC | 414 | $206.8K | 0.05% | −83−16.7% | Reduced |
| Insight Advisors, LLC | 417 | $206.7K | 0.04% | +417 | New |
| Fearless Solutions, LLC dba Best Invest | 417 | $206.7K | 0.12% | +417 | New |
| Elevation Wealth Management LLC | 417 | $206.5K | 0.19% | +417 | New |
| Werba Rubin Papier Wealth Management | 413 | $204.8K | 0.03% | +413 | New |
| Monument Capital Management | 413 | $204.7K | 0.05% | +413 | New |
| Principal Street Partners, LLC | 412 | $204.3K | 0.03% | +412 | New |
| Pacific Point Advisors, LLC | 411 | $203.8K | 0.11% | +411 | New |
| Maple Capital Management, Inc. | 411 | $203.8K | 0.01% | +411 | New |
| Petros Family Wealth, LLC | 410 | $203.3K | 0.14% | −273−40.0% | Reduced |
| Donaldson Capital Management, LLC | 410 | $203.3K | 0.01% | +410 | New |
| MidFirst Bank | 409 | $202.8K | 0.02% | −21−4.9% | Reduced |
| Northwest Wealth Management, LLC | 409 | $202.8K | 0.03% | +409 | New |
| Wealth Preservation Advisors, LLC | 408 | $202.3K | 0.17% | +75+22.5% | Added |
| Madison Wealth Partners, Inc | 408 | $202.1K | 0.03% | +408 | New |
| Genesis Private Wealth, LLC | 407 | $201.8K | 0.06% | +407 | New |
| Ponta Wealth Partners, LLC | 406 | $201.3K | 0.16% | +406 | New |
| State of Wyoming | 405 | $200.8K | 0.02% | −540−57.1% | Reduced |
| Founders Grove Wealth Partners, LLC | 405 | $200.8K | 0.05% | +405 | New |
| Intellectus Partners, LLC | 404 | $200.3K | 0.04% | +404 | New |
| Rexford Capital Inc | 403 | $199.8K | 0.14% | +142+54.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 400 | $198.3K | 0.08% | −400−50.0% | Reduced |
| Geneos Wealth Management Inc. | 400 | $198.3K | 0.00% | −16−3.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 400 | $198.3K | 0.05% | +400 | New |
| TFC Financial Management | 379 | $188.1K | 0.02% | −58−13.3% | Reduced |
| Owl Creek Wealth Partners LLC | 375 | $185.9K | 0.07% | +375 | New |
| Bangor Savings Bank | 372 | $184.4K | 0.01% | −13−3.4% | Reduced |
| Colonial Trust Advisors | 364 | $180.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 364 | $180.5K | 0.01% | +5+1.4% | Added |
| J.Safra Asset Management Corp | 363 | $180.0K | 0.01% | +19+5.5% | Added |
| EFG International AG | 359 | $178.2K | 0.00% | +280+354.4% | Added |
| Harbor Investment Advisory, LLC | 359 | $178.0K | 0.01% | +14+4.1% | Added |
| Broadwater Capital Management LLC | 400 | $170.6K | 0.13% | 00.0% | Unchanged |
| Tompkins Financial Corp | 341 | $169.1K | 0.01% | +214+168.5% | Added |
| Pilgrim Partners Asia Pte Ltd | 340 | $168.6K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 335 | $166.1K | 0.01% | +134+66.7% | Added |
| Hollencrest Capital Management | 332 | $164.6K | 0.01% | +150+82.4% | Added |
| CNB Bank | 331 | $164.1K | 0.07% | −44−11.7% | Reduced |
| Ballast Advisors LLC | 330 | $163.6K | 0.05% | +330 | New |
| Private Wealth Management Group, LLC | 323 | $160.3K | 0.04% | +11+3.5% | Added |
| Key Financial Inc | 321 | $159.1K | 0.03% | −2−0.6% | Reduced |
| Westside Investment Management, Inc. | 312 | $156.8K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 316 | $156.8K | 0.16% | +48+17.9% | Added |
| Godfrey Financial Associates, Inc. | 316 | $156.7K | 0.13% | 00.0% | Unchanged |
