| Great Lakes Advisors, LLC | 886 | $230.8K | 0.00% | −12−1.3% | Reduced |
| Proactive Wealth Strategies LLC | 884 | $230.0K | 0.04% | +884 | New |
| Bucket List Wealth Management, LLC | 883 | $230.0K | 0.11% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 881 | $229.3K | 0.04% | −12−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 861 | $229.3K | 0.01% | +861 | New |
| Montag A & Associates Inc | 876 | $228.1K | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 876 | $228.1K | 0.04% | +1+0.1% | Added |
| Financial Engines Advisors L.L.C. | 874 | $227.6K | 0.00% | −53−5.7% | Reduced |
| Perennial Investment Advisors, LLC | 873 | $227.4K | 0.02% | −1−0.1% | Reduced |
| Hourglass Capital, LLC | 869 | $226.3K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 868 | $226.1K | 0.07% | +25+3.0% | Added |
| Hidden Cove Wealth Management, LLC | 867 | $225.8K | 0.12% | +53+6.5% | Added |
| RVW Wealth, LLC | 862 | $224.5K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 860 | $224.0K | 0.05% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 859 | $223.7K | 0.12% | −6−0.7% | Reduced |
| HF Advisory Group, LLC | 859 | $223.7K | 0.07% | −140−14.0% | Reduced |
| Leigh Baldwin & Co., LLC | 855 | $222.7K | 0.12% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 854 | $222.4K | 0.04% | −8−0.9% | Reduced |
| KLCM Advisors, Inc. | 854 | $222.4K | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 853 | $222.1K | 0.02% | −6−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 851 | $221.6K | 0.02% | −452−34.7% | Reduced |
| TIAA Wealth Investment Management LLC | 848 | $221.6K | 0.00% | −1−0.1% | Reduced |
| Evermay Wealth Management LLC | 850 | $221.4K | 0.02% | 00.0% | Unchanged |
| One Day In July LLC | 850 | $221.4K | 0.02% | +850 | New |
| KKM Financial LLC | 850 | $221.4K | 0.03% | +850 | New |
| Family Legacy, Inc. | 848 | $220.9K | 0.06% | +848 | New |
| Kera Capital Partners, Inc. | 847 | $220.6K | 0.02% | +847 | New |
| Sentry LLC | 846 | $220.3K | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 844 | $219.8K | 0.01% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 844 | $219.8K | 0.01% | 00.0% | Unchanged |
| Anchyra Partners LLC | 843 | $219.6K | 0.05% | −151−15.2% | Reduced |
| Oder Investment Management, LLC | 840 | $218.8K | 0.15% | −153−15.4% | Reduced |
| Stonebrook Private Inc. | 839 | $218.5K | 0.04% | +839 | New |
| Baker Tilly Wealth Management, LLC | 838 | $218.2K | 0.05% | +838 | New |
| Marshall Financial Group LLC | 838 | $218.2K | 0.03% | +838 | New |
| Wharton Business Group, LLC | 834 | $217.2K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 830 | $216.2K | 0.03% | +15+1.8% | Added |
| Aspiriant, LLC | 830 | $216.2K | 0.01% | +830 | New |
| Bryn Mawr Trust Co | 826 | $215.1K | 0.00% | +381+85.6% | Added |
| MBL Wealth, LLC | 825 | $214.9K | 0.01% | +825 | New |
| BankChampaign, National Association | 824 | $214.6K | 0.16% | −15−1.8% | Reduced |
| Wilkins Miller Wealth Management, LLC | 824 | $214.5K | 0.12% | +824 | New |
| Reston Wealth Management LLC | 823 | $214.5K | 0.06% | +2+0.2% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 820 | $213.6K | 0.09% | −1−0.1% | Reduced |
| Morris Retirement Advisors, LLC | 819 | $213.4K | 0.08% | +819 | New |
| bLong Financial, LLC | 815 | $212.3K | 0.14% | 00.0% | Unchanged |
| Avos Capital Management, LLC | 815 | $212.2K | 0.09% | −104−11.3% | Reduced |
| Uniting Wealth Partners, LLC | 814 | $212.0K | 0.04% | −17−2.0% | Reduced |
| Alteri Wealth LLC | 813 | $211.7K | 0.06% | +3+0.4% | Added |
| Onefund, LLC | 811 | $211.2K | 0.12% | −28−3.3% | Reduced |
| Whelan Financial | 811 | $211.2K | 0.06% | +811 | New |
| JBR Co Financial Management Inc | 806 | $209.9K | 0.08% | +806 | New |
| Optimize Financial Inc | 804 | $209.4K | 0.08% | +804 | New |
| Sound Capital Solutions LLC | 804 | $209.4K | 0.05% | +804 | New |
| Private Wealth Asset Management, LLC | 803 | $209.1K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 800 | $208.4K | 0.05% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 800 | $208.4K | 0.14% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 800 | $208.4K | 0.05% | +800 | New |
| Sovereign Investment Advisors, LLC | 800 | $208.4K | 0.04% | +800 | New |
| Dudley Capital Management, LLC | 800 | $208.4K | 0.08% | +800 | New |
| HRC Wealth Management, LLC | 800 | $208.4K | 0.09% | +800 | New |
| Quantessence Capital LLC | 797 | $207.6K | 0.61% | −1,661−67.6% | Reduced |
| Plancorp, LLC | 702 | $207.5K | 0.01% | +702 | New |
| Matisse Capital | 796 | $207.3K | 0.08% | +796 | New |
| Delta Investment Management, LLC | 792 | $206.3K | 0.03% | +792 | New |
| WPWealth LLP | 791 | $205.9K | 0.03% | +791 | New |
| Stembrook Asset Management, LLC | 790 | $205.7K | 0.18% | +790 | New |
| GTS Securities LLC | 789 | $205.5K | 0.00% | −199−20.1% | Reduced |
| Telos Capital Management, Inc. | 788 | $205.2K | 0.02% | +788 | New |
| Stonebridge Financial Group, LLC | 788 | $205.2K | 0.02% | +788 | New |
| Howard Financial Services, Ltd. | 788 | $205.1K | 0.02% | +788 | New |
| Regent Peak Wealth Advisors LLC | 787 | $205.0K | 0.04% | +787 | New |
| Green Harvest Asset Management LLC | 787 | $204.9K | 0.00% | +787 | New |
| Truvestments Capital LLC | 786 | $204.7K | 0.03% | +242+44.5% | Added |
| Dumont & Blake Investment Advisors LLC | 783 | $203.9K | 0.05% | −61−7.2% | Reduced |
| Diametric Capital, LP | 783 | $203.9K | 0.02% | +783 | New |
| Clark Capital Management Group, Inc. | 782 | $203.8K | 0.00% | +782 | New |
| First National Bank Sioux Falls | 842 | $203.5K | 0.06% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 781 | $203.4K | 0.02% | +781 | New |
| BCJ Capital Management, LLC | 776 | $202.1K | 0.01% | +776 | New |
| May Hill Capital, LLC | 775 | $201.8K | 0.04% | +775 | New |
| Cedarwood Wealth LLC | 774 | $201.6K | 0.15% | +774 | New |
| Main Street Group, LTD | 773 | $201.4K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 772 | $201.1K | 0.08% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 772 | $201.1K | 0.11% | +772 | New |
| SOA Wealth Advisors, LLC. | 753 | $196.1K | 0.03% | −11−1.4% | Reduced |
| Continuum Advisory, LLC | 749 | $195.0K | 0.02% | +749 | New |
| Peak Retirement Planning, Inc. | 732 | $190.7K | 0.03% | +732 | New |
| GHP Investment Advisors, Inc. | 727 | $189.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 700 | $182.3K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 671 | $174.8K | 0.02% | +1+0.1% | Added |
| Index Technologies Group LLC | 661 | $172.2K | 0.14% | +661 | New |
| First Command Advisory Services, Inc. | 655 | $170.6K | 0.00% | −177−21.3% | Reduced |
| Essential Investment Partners LLC | 650 | $169.3K | 0.14% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 646 | $168.2K | 0.07% | 00.0% | Unchanged |
| Ni Acquisitions Company, LLC | 635 | $165.4K | 0.07% | +635 | New |
| Burkett Financial Services, LLC | 624 | $162.8K | 0.05% | +3+0.5% | Added |
| Murphy & Mullick Capital Management Corp | 599 | $156.0K | 0.10% | 00.0% | Unchanged |
| NBT Bank N A | 597 | $155.5K | 0.01% | 00.0% | Unchanged |
| NBH Bank | 594 | $154.7K | 0.07% | +594 | New |