| International Assets Investment Management, LLC | 121 | $198.9K | 0.02% | +121 | New |
| Quadcap Wealth Management, LLC | 122 | $200.5K | 0.04% | −12−9.0% | Reduced |
| RPg Family Wealth Advisory, LLC | 122 | $200.5K | 0.07% | +122 | New |
| GM Advisory Group, Inc. | 124 | $203.8K | 0.01% | +124 | New |
| Souders Financial Advisors | 124 | $203.8K | 0.03% | +124 | New |
| Tectonic Advisors LLC | 125 | $205.4K | 0.01% | +125 | New |
| Morningstar Investment Services LLC | 124 | $206.0K | 0.00% | +124 | New |
| Ritholtz Wealth Management | 126 | $207.1K | 0.01% | −46−26.7% | Reduced |
| Crescent Grove Advisors, LLC | 127 | $208.7K | 0.02% | +127 | New |
| Insight Folios Inc | 128 | $210.4K | 0.09% | +128 | New |
| Verus Capital Partners, LLC | 129 | $212.0K | 0.02% | +129 | New |
| Arete Wealth Advisors, LLC | 129 | $212.0K | 0.02% | +129 | New |
| FSM Wealth Advisors, LLC | 130 | $213.6K | 0.07% | −3−2.3% | Reduced |
| Aspen Grove Capital, LLC | 130 | $214.0K | 0.05% | −13−9.1% | Reduced |
| TFB Advisors LLC | 131 | $215.3K | 0.07% | +131 | New |
| Empire Financial Management Company, LLC | 131 | $215.3K | 0.07% | +131 | New |
| Busey Wealth Management | 132 | $216.9K | 0.01% | +132 | New |
| Permanent Capital Management, LP | 83 | $216.9K | 0.05% | +83 | New |
| Clay Northam Wealth Management, LLC | 133 | $218.6K | 0.17% | +133 | New |
| New Century Financial Group, LLC | 134 | $220.2K | 0.09% | +134 | New |
| Angeles Investment Advisors, LLC | 135 | $221.9K | 0.01% | −23−14.6% | Reduced |
| Alta Capital Management LLC | 136 | $223.5K | 0.01% | −9−6.2% | Reduced |
| Interchange Capital Partners, LLC | 136 | $223.8K | 0.08% | +136 | New |
| Denver Wealth Management, Inc. | 137 | $225.1K | 0.11% | −12−8.1% | Reduced |
| Optimist Retirement Group LLC | 137 | $225.1K | 0.12% | +3+2.2% | Added |
| Ignite Planners, LLC | 136 | $225.6K | 0.06% | +136 | New |
| Mount Lucas Management LP | 138 | $226.8K | 0.08% | −382−73.5% | Reduced |
| Edgestream Partners, L.P. | 138 | $226.8K | 0.01% | −232−62.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 138 | $226.8K | 0.01% | −133−49.1% | Reduced |
| American Trust | 138 | $226.8K | 0.02% | −40−22.5% | Reduced |
| Alterna Wealth Management, Inc | 138 | $226.8K | 0.20% | +138 | New |
| Stokes Family Office, LLC | 140 | $230.1K | 0.03% | −35−20.0% | Reduced |
| Meyer Handelman Co | 140 | $230.1K | 0.01% | 00.0% | Unchanged |
| Range Financial Group LLC | 140 | $230.1K | 0.12% | +140 | New |
| Cottonwood Capital Advisors, LLC | 134 | $230.8K | 0.18% | −10−6.9% | Reduced |
| Park National Corp | 143 | $235.0K | 0.01% | −28−16.4% | Reduced |
| Contravisory Investment Management, Inc. | 143 | $235.0K | 0.05% | +7+5.1% | Added |
| Meridian Wealth Management, LLC | 144 | $236.3K | 0.03% | +144 | New |
| Allstate Corp | 144 | $236.7K | 0.02% | +4+2.9% | Added |
| Legacy Capital Group California, Inc. | 144 | $236.7K | 0.09% | +9+6.7% | Added |
| Western Wealth Management, LLC | 145 | $238.3K | 0.02% | −5−3.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 146 | $239.9K | 0.02% | +146 | New |
| EP Wealth Advisors, LLC | 146 | $240.1K | 0.00% | +146 | New |
| Birinyi Associates Inc | 147 | $241.6K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 150 | $246.5K | 0.01% | +150 | New |
| First National Bank of Hutchinson | 150 | $246.5K | 0.16% | −29−16.2% | Reduced |
| Rollins Financial Advisors, LLC | 150 | $246.5K | 0.04% | −10−6.3% | Reduced |
| Harfst & Associates, Inc. | 150 | $246.5K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 151 | $248.2K | 0.09% | −2−1.3% | Reduced |
| Ruggaard & Associates LLC | 151 | $248.2K | 0.11% | +151 | New |
| Camden Capital, LLC | 152 | $249.5K | 0.02% | +152 | New |
| Aberdeen Wealth Management LLC | 152 | $249.8K | 0.17% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 155 | $254.7K | 0.05% | −22−12.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 155 | $254.7K | 0.01% | +155 | New |
| Gibbs Wealth Management | 156 | $256.4K | 0.10% | +156 | New |
| Warren Averett Asset Management, LLC | 158 | $259.4K | 0.01% | +158 | New |
| Diligent Investors, LLC | 158 | $259.7K | 0.06% | +2+1.3% | Added |
| TD Waterhouse Canada Inc. | 163 | $260.4K | 0.00% | +57+53.8% | Added |
| Good Life Advisors, LLC | 159 | $261.3K | 0.02% | −5−3.0% | Reduced |
| Norden Group LLC | 160 | $262.9K | 0.05% | −34−17.5% | Reduced |
| Eisler Capital (UK) Ltd. | 160 | $262.9K | 0.09% | −437−73.2% | Reduced |
| Brown Brothers Harriman & Co | 160 | $262.9K | 0.00% | −49−23.4% | Reduced |
| Redwood Financial Network Corp | 160 | $262.9K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 161 | $264.6K | 0.04% | −21−11.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 161 | $264.6K | 0.02% | +13+8.8% | Added |
| First Horizon Advisors, Inc. | 163 | $267.9K | 0.01% | +12+7.9% | Added |
| Principal Securities, Inc. | 163 | $267.9K | 0.01% | +19+13.2% | Added |
| Quintet Private Bank (Europe) S.A. | 147 | $270.2K | 0.02% | +7+5.0% | Added |
| Sterling Investment Counsel, LLC | 165 | $271.2K | 0.11% | +27+19.6% | Added |
| Formidable Asset Management, LLC | 167 | $274.4K | 0.04% | +22+15.2% | Added |
| Altrafin AG | 168 | $276.1K | 0.10% | −230−57.8% | Reduced |
| Adell Harriman & Carpenter Inc | 170 | $279.4K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 170 | $279.4K | 0.01% | +170 | New |
| Wiley Bros.-Aintree Capital, LLC | 171 | $281.0K | 0.01% | +171 | New |
| Beese Fulmer Investment Management, Inc. | 172 | $282.7K | 0.03% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 174 | $286.0K | 0.23% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 174 | $286.4K | 0.07% | +12+7.4% | Added |
| Granite Group Advisors, LLC | 175 | $287.6K | 0.22% | −28−13.8% | Reduced |
| Thrivent Financial for Lutherans | 176 | $289.0K | 0.00% | −24−12.0% | Reduced |
| LM Advisors LLC | 176 | $289.0K | 0.00% | −2−1.1% | Reduced |
| FineMark National Bank & Trust | 176 | $289.2K | 0.01% | −1−0.6% | Reduced |
| AE Wealth Management LLC | 176 | $289.2K | 0.00% | +35+24.8% | Added |
| Graypoint LLC | 178 | $292.5K | 0.02% | +20+12.7% | Added |
| Wrapmanager Inc | 179 | $294.2K | 0.08% | −22−10.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 179 | $294.2K | 0.16% | +7+4.1% | Added |
| Toth Financial Advisory Corp | 180 | $295.8K | 0.04% | −225−55.6% | Reduced |
| Stephens Investment Management Group LLC | 180 | $295.8K | 0.00% | +6+3.4% | Added |
| Weik Capital Management | 180 | $295.8K | 0.13% | +30+20.0% | Added |
| Ronald Blue Trust, Inc. | 196 | $296.3K | 0.00% | +186+1,860.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 182 | $299.1K | 0.03% | +13+7.7% | Added |
| Campbell & CO Investment Adviser LLC | 183 | $300.7K | 0.03% | −408−69.0% | Reduced |
| Evermay Wealth Management LLC | 184 | $302.4K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 184 | $302.4K | 0.01% | +184 | New |
| Qsemble Capital Management, LP | 186 | $305.7K | 0.06% | −1,463−88.7% | Reduced |
| Glen Eagle Advisors, LLC | 186 | $305.7K | 0.06% | +109+141.6% | Added |
| PFG Investments, LLC | 187 | $307.3K | 0.02% | +187 | New |
| Farther Finance Advisors, LLC | 193 | $308.3K | 0.01% | +30+18.4% | Added |
| Marks Group Wealth Management, Inc | 188 | $309.0K | 0.03% | −163−46.4% | Reduced |
| Claro Advisors LLC | 189 | $310.6K | 0.05% | −8−4.1% | Reduced |
| 1620 Investment Advisors, Inc. | 191 | $314.3K | 0.24% | +5+2.7% | Added |
