| Quad-Cities Investment Group, LLC | 368 | $250.0K | 0.17% | −30−7.5% | Reduced |
| Dividend Assets Capital, LLC | 368 | $250.0K | 0.05% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 368 | $250.0K | 0.09% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 368 | $250.0K | 0.04% | +368 | New |
| Hudson Valley Investment Advisors Inc | 367 | $249.0K | 0.04% | −28−7.1% | Reduced |
| United Bank | 367 | $249.0K | 0.17% | +2+0.5% | Added |
| MPS Loria Financial Planners, LLC | 366 | $249.0K | 0.11% | +14+4.0% | Added |
| Prudent Man Advisors, LLC | 363 | $247.0K | 0.10% | −177−32.8% | Reduced |
| Abacus Planning Group, Inc. | 364 | $247.0K | 0.08% | −6−1.6% | Reduced |
| CKW Financial Group | 365 | $247.0K | 0.04% | +166+83.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 377 | $246.0K | 0.15% | −32−7.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 361 | $245.0K | 0.06% | +40+12.5% | Added |
| AF Advisors, Inc. | 348 | $244.0K | 0.12% | +348 | New |
| Aevitas Wealth Management, Inc. | 358 | $243.0K | 0.16% | 00.0% | Unchanged |
| Resources Management Corp | 357 | $243.0K | 0.03% | +87+32.2% | Added |
| Castleview Partners, LLC | 357 | $243.0K | 0.11% | +357 | New |
| Minot Wealth Management LLC | 362 | $242.0K | 0.05% | −215−37.3% | Reduced |
| Klingman & Associates, LLC | 356 | $242.0K | 0.02% | −4−1.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 356 | $242.0K | 0.10% | +1+0.3% | Added |
| McDonald Partners LLC | 356 | $242.0K | 0.06% | +356 | New |
| Motley Fool Wealth Management, LLC | 355 | $241.0K | 0.01% | +20+6.0% | Added |
| Oak Asset Management, LLC | 355 | $241.0K | 0.10% | +355 | New |
| Clarus Wealth Advisors | 350 | $240.0K | 0.15% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 353 | $240.0K | 0.16% | +26+8.0% | Added |
| Heck Capital Advisors, LLC | 352 | $239.3K | 0.05% | +7+2.0% | Added |
| Canvas Wealth Advisors, LLC | 352 | $239.0K | 0.11% | +352 | New |
| Barrett Asset Management, LLC | 350 | $238.0K | 0.01% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 350 | $238.0K | 0.05% | +350 | New |
| Total Clarity Wealth Management, Inc. | 348 | $237.0K | 0.13% | −37−9.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 345 | $235.0K | 0.03% | +345 | New |
| Howe & Rusling Inc | 345 | $234.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 345 | $234.0K | 0.00% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 345 | $234.0K | 0.09% | +4+1.2% | Added |
| Thomasville National Bank | 344 | $234.0K | 0.02% | +344 | New |
| Hudock, Inc. | 343 | $233.0K | 0.07% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 343 | $233.0K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 343 | $233.0K | 0.14% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 341 | $232.0K | 0.25% | −30−8.1% | Reduced |
| Patton Albertson Miller Group, LLC | 341 | $232.0K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 344 | $232.0K | 0.18% | +13+3.9% | Added |
| Penn Davis McFarland Inc | 340 | $231.0K | 0.04% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 339 | $230.0K | 0.11% | −5−1.5% | Reduced |
| US Financial Advisors, LLC | 338 | $230.0K | 0.11% | 00.0% | Unchanged |
| M. Kraus & Co | 339 | $230.0K | 0.08% | +28+9.0% | Added |
| Whitener Capital Management, Inc. | 339 | $230.0K | 0.09% | +28+9.0% | Added |
| Godsey & Gibb Associates | 335 | $228.0K | 0.14% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 335 | $228.0K | 0.18% | +335 | New |
| Selective Wealth Management, Inc. | 335 | $228.0K | 0.18% | +335 | New |
| Global Financial Private Client, LLC | 335 | $227.1K | 0.13% | +83+32.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 332 | $226.0K | 0.10% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 332 | $226.0K | 0.18% | +332 | New |
| Prostatis Group LLC | 332 | $225.7K | 0.15% | −41−11.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 331 | $225.0K | 0.09% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 331 | $225.0K | 0.24% | +331 | New |
| Bruderman Asset Management, LLC | 330 | $224.0K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 330 | $224.0K | 0.04% | +22+7.1% | Added |
| Lee Financial Group Hawaii, Inc. | 330 | $224.0K | 0.16% | +330 | New |
| Foster Dykema Cabot & Co Inc | 325 | $221.0K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 325 | $221.0K | 0.02% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 325 | $221.0K | 0.04% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 325 | $221.0K | 0.06% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 325 | $221.0K | 0.09% | 00.0% | Unchanged |
| JSF Financial, LLC | 324 | $220.0K | 0.13% | −86−21.0% | Reduced |
| Acas, LLC | 324 | $220.0K | 0.31% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 322 | $219.0K | 0.07% | +322 | New |
| Seneca Financial Advisors LLC | 322 | $218.9K | 0.14% | −20−5.8% | Reduced |
| Bigelow Investment Advisors, LLC | 320 | $218.0K | 0.11% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 322 | $218.0K | 0.06% | +3+0.9% | Added |
| Cohen & Steers, Inc. | 320 | $218.0K | 0.00% | +4+1.3% | Added |
| Bangor Savings Bank | 320 | $218.0K | 0.02% | +20+6.7% | Added |
| Intelligence Driven Advisers, LLC | 321 | $218.0K | 0.04% | +321 | New |
| Westshore Wealth, LLC | 319 | $217.0K | 0.11% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 317 | $216.0K | 0.02% | +317 | New |
| BT Wealth Management LLC | 316 | $215.0K | 0.07% | +1+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 315 | $214.1K | 0.25% | +40+14.5% | Added |
| SlateStone Wealth, LLC | 315 | $214.0K | 0.05% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 315 | $214.0K | 0.05% | +315 | New |
| ERn Financial, LLC | 313 | $213.0K | 0.08% | +313 | New |
| Latitude Advisors, LLC | 312 | $212.0K | 0.16% | +5+1.6% | Added |
| Stewart & Patten Co LLC | 312 | $212.0K | 0.03% | +312 | New |
| Omega Financial Group, LLC | 311 | $211.0K | 0.10% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 310 | $211.0K | 0.04% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 310 | $211.0K | 0.03% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 310 | $211.0K | 0.07% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 307 | $209.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisors, LLC | 308 | $209.0K | 0.07% | +3+1.0% | Added |
| Sterling Financial Planning, Inc. | 306 | $208.0K | 0.14% | −160−34.3% | Reduced |
| Alliance Wealth Advisors, LLC | 306 | $208.0K | 0.19% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 304 | $207.0K | 0.06% | +304 | New |
| Clearwater Capital Advisors, LLC | 305 | $207.0K | 0.02% | +305 | New |
| High Note Wealth, LLC | 305 | $207.0K | 0.08% | +305 | New |
| Landmark Financial Advisors, LLC | 303 | $206.0K | 0.10% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 303 | $206.0K | 0.22% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 303 | $206.0K | 0.02% | +303 | New |
| Mather Group, LLC. | 303 | $206.0K | 0.01% | +303 | New |
| Qci Asset Management Inc | 302 | $205.0K | 0.01% | −20−6.2% | Reduced |
| Tobias Financial Advisors, Inc. | 302 | $205.0K | 0.08% | −10−3.2% | Reduced |
| Tufton Capital Management | 302 | $205.0K | 0.03% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 301 | $205.0K | 0.04% | +301 | New |
| Cascadia Advisory Services, LLC | 301 | $205.0K | 0.04% | +301 | New |