| Jeter Robert S II | 136 | $260.6K | 0.25% | +136 | New |
| Capital Advisors Inc | 114 | $259.2K | 0.00% | +114 | New |
| EJMK Ventures LLC | 113 | $256.9K | 0.12% | +113 | New |
| Causey Wealth LLC | 113 | $256.9K | 0.10% | +113 | New |
| SFMG, LLC | 113 | $256.6K | 0.02% | +113 | New |
| Family Wealth Partners, LLC | 112 | $254.7K | 0.08% | −446−79.9% | Reduced |
| Rossby Financial, LCC | 112 | $254.7K | 0.05% | −1−0.9% | Reduced |
| Auxano Advisors, LLC | 112 | $254.7K | 0.05% | +112 | New |
| RMR Wealth Builders | 112 | $254.6K | 0.02% | +112 | New |
| Cherrydale Wealth Management, LLC | 111 | $252.4K | 0.07% | +111 | New |
| Kestra Investment Management, LLC | 111 | $252.4K | 0.00% | +111 | New |
| Action Point Financial Planning, LLC | 116 | $252.4K | 0.03% | +116 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 111 | $252.4K | 0.03% | +111 | New |
| Sovran Advisors, LLC | 229 | $251.0K | 0.02% | +229 | New |
| Whittier Trust Co of Nevada Inc | 155 | $250.7K | 0.00% | +142+1,092.3% | Added |
| Vantage Point Financial LLC | 110 | $250.1K | 0.08% | +110 | New |
| Glass Jacobson Investment Advisors llc | 110 | $249.2K | 0.08% | +108+5,400.0% | Added |
| Coastal Investment Advisors, Inc. | 109 | $247.8K | 0.08% | +109 | New |
| Kiker Wealth Management, LLC | 109 | $247.8K | 0.10% | +109 | New |
| Journey Retirement Planning & Investment Management LLC | 109 | $247.8K | 0.19% | +109 | New |
| ABLE Financial Group, LLC | 108 | $245.6K | 0.04% | −233−68.3% | Reduced |
| MV Capital Management, Inc. | 108 | $245.6K | 0.02% | +22+25.6% | Added |
| Sepio Capital, LP | 108 | $245.6K | 0.01% | +108 | New |
| Howard Wealth Management, LLC | 108 | $245.6K | 0.09% | +108 | New |
| Warwick Investment Management, Inc. | 108 | $245.6K | 0.03% | +108 | New |
| Compass Capital Corp | 194 | $245.1K | 0.08% | +194 | New |
| WestHill Financial Advisors, Inc. | 107 | $243.3K | 0.04% | +107 | New |
| North Capital, Inc. | 107 | $243.3K | 0.18% | +107 | New |
| BIP Wealth, LLC | 106 | $241.0K | 0.01% | +106 | New |
| ETF Store, Inc. | 106 | $241.0K | 0.20% | +106 | New |
| Gerber Kawasaki Wealth & Investment Management | 106 | $241.0K | 0.01% | +106 | New |
| Hidden Cove Wealth Management, LLC | 105 | $238.7K | 0.13% | +105 | New |
| Silverlake Wealth Management LLC | 105 | $238.7K | 0.05% | +105 | New |
| Coppell Advisory Solutions LLC | 109 | $236.7K | 0.07% | +109 | New |
| Martingale Asset Management L P | 104 | $236.5K | 0.01% | +104 | New |
| Goldstone Financial Group, LLC | 104 | $236.5K | 0.02% | +104 | New |
| JMN Financial LLC | 103 | $235.3K | 0.18% | +103 | New |
| BlackDiamond Wealth Management Inc. | 190 | $235.2K | 0.10% | +190 | New |
| Walter & Keenan Financial Consulting Co | 103 | $234.2K | 0.06% | +103 | New |
| Howard Financial Services, Ltd. | 102 | $231.9K | 0.02% | +102 | New |
| Weaver Consulting Group | 102 | $231.9K | 0.05% | +102 | New |
| Michels Family Financial, LLC | 102 | $231.9K | 0.15% | +102 | New |
| Wilkerson Advisory Group LLC | 101 | $229.6K | 0.07% | −19−15.8% | Reduced |
| Crew Capital Management, Ltd. | 101 | $229.6K | 0.13% | +101 | New |
| BG Investment Services, Inc. | 101 | $229.6K | 0.17% | +101 | New |
| National Wealth Management Group, LLC | 101 | $229.6K | 0.07% | +101 | New |
| Clear Wave Wealth Management LLC | 101 | $229.6K | 0.05% | +101 | New |
| Leigh Baldwin & Co., LLC | 100 | $227.4K | 0.12% | +100 | New |
| Bellevue Asset Management, LLC | 100 | $227.4K | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 100 | $227.4K | 0.14% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 100 | $227.4K | 0.01% | +100 | New |
| DDD Partners, LLC | 100 | $227.4K | 0.01% | +100 | New |
| HighMark Wealth Management LLC | 100 | $227.4K | 0.08% | +100 | New |
| Wescott Financial Advisory Group, LLC | 100 | $227.4K | 0.02% | +100 | New |
| High Net Worth Advisory Group LLC | 100 | $227.4K | 0.05% | +100 | New |
| Alternative Investment Advisors, LLC. | 100 | $227.4K | 0.09% | +100 | New |
| John G Ullman & Associates Inc | 99 | $225.1K | 0.03% | +99 | New |
| GFG Capital, LLC | 99 | $225.1K | 0.06% | +99 | New |
| Kelman-Lazarov, Inc. | 99 | $225.1K | 0.03% | +99 | New |
| Occidental Asset Management, LLC | 99 | $225.1K | 0.02% | +99 | New |
| Banque Cantonale Vaudoise | 99 | $225.0K | 0.01% | −131−57.0% | Reduced |
| Kaufman Rossin Wealth, LLC | 121 | $224.9K | 0.11% | +121 | New |
| Azzad Asset Management Inc | 98 | $223.7K | 0.02% | +98 | New |
| Paradigm Financial Partners, LLC | 98 | $222.8K | 0.02% | +98 | New |
| JBR Co Financial Management Inc | 98 | $222.8K | 0.08% | +98 | New |
| Argyle Capital Partners, LLC | 98 | $222.8K | 0.14% | +98 | New |
| E6 Portfolios, LLC | 98 | $222.8K | 0.18% | +98 | New |
| Wellspring Financial Advisors, LLC | 100 | $221.6K | 0.01% | +100 | New |
| State of Wyoming | 97 | $220.6K | 0.02% | −180−65.0% | Reduced |
| Platform Technology Partners | 97 | $220.6K | 0.04% | +97 | New |
| Nwam LLC | 97 | $220.3K | 0.01% | +97 | New |
| Planning Alternatives Ltd | 96 | $218.3K | 0.02% | +96 | New |
| Leavell Investment Management, Inc. | 96 | $218.3K | 0.01% | +96 | New |
| Strategic Investment Advisors | 96 | $218.3K | 0.01% | +96 | New |
| GSG Advisors LLC | 96 | $218.3K | 0.05% | +96 | New |
| Presper Financial Architects, LLC | 96 | $218.3K | 0.11% | +96 | New |
| Whittier Trust Co | 125 | $218.1K | 0.00% | −105−45.7% | Reduced |
| FreeGulliver LLC | 96 | $218.0K | 0.08% | +96 | New |
| Stratos Wealth Advisors, LLC | 95 | $216.0K | 0.01% | +95 | New |
| Lutz Financial Services LLC | 95 | $216.0K | 0.01% | +95 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,361 | $214.0K | 0.06% | +937+221.0% | Added |
| Farmers & Merchants Investments Inc | 94 | $213.7K | 0.01% | −1−1.1% | Reduced |
| Blue Fin Capital, Inc. | 94 | $213.7K | 0.03% | +94 | New |
| Fundamentun, LLC | 94 | $213.7K | 0.01% | +94 | New |
| Garrett Wealth Advisory Group, LLC | 94 | $213.7K | 0.03% | +94 | New |
| Stirlingshire Investments, Inc. | 94 | $213.7K | 0.16% | +94 | New |
| James Reed Financial Services, Inc. | 94 | $213.7K | 0.16% | +94 | New |
| Gerber, LLC | 94 | $213.7K | 0.10% | +94 | New |
| StoryOne LLC | 94 | $213.7K | 0.10% | +94 | New |
| Ares Financial Consulting, LLC | 93 | $211.5K | 0.15% | +65+232.1% | Added |
| Hamel Associates, Inc. | 93 | $211.5K | 0.06% | +93 | New |
| Rehmann Capital Advisory Group | 93 | $209.2K | 0.01% | +93 | New |
| Shakespeare Wealth Management, Inc. | 92 | $209.2K | 0.06% | +92 | New |
| Foundry Financial Group, Inc. | 92 | $209.2K | 0.09% | +92 | New |
| Private Trust Co NA | 92 | $208.4K | 0.02% | +51+124.4% | Added |
| Advisors Capital Management, LLC | 91 | $207.3K | 0.00% | +91 | New |
| Associated Banc-Corp | 91 | $206.9K | 0.00% | +91 | New |
| RFG Advisory, LLC | 91 | $206.9K | 0.00% | +91 | New |
| Legacy Trust | 91 | $206.9K | 0.04% | +91 | New |
| Luts & Greenleigh Group, Inc | 91 | $206.9K | 0.16% | +91 | New |
