| Paragon Capital Management Ltd | 704 | $208.0K | 0.10% | +704 | New |
| Live Oak Private Wealth LLC | 705 | $208.0K | 0.05% | +705 | New |
| Consolidated Planning Corp | 708 | $208.0K | 0.15% | +708 | New |
| Univest Financial Corp | 710 | $209.0K | 0.06% | +710 | New |
| Means Investment Co., Inc. | 715 | $211.0K | 0.04% | +715 | New |
| Financial Advocates Investment Management | 721 | $212.0K | 0.02% | −3,261−81.9% | Reduced |
| Hoover Financial Advisors, Inc. | 723 | $213.0K | 0.04% | −6−0.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 721 | $213.0K | 0.03% | +721 | New |
| Campbell Wealth Management | 726 | $214.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 733 | $216.0K | 0.02% | −25−3.3% | Reduced |
| Howe & Rusling Inc | 733 | $216.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 735 | $217.0K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 738 | $218.0K | 0.02% | 00.0% | Unchanged |
| Vigilare Wealth Management | 740 | $218.0K | 0.13% | 00.0% | Unchanged |
| Family Management Corp | 739 | $218.0K | 0.06% | +8+1.1% | Added |
| O'Brien Wealth Partners LLC | 698 | $218.0K | 0.07% | +698 | New |
| Fulcrum Capital LLC | 747 | $220.0K | 0.06% | −35−4.5% | Reduced |
| Courier Capital LLC | 746 | $220.0K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 745 | $220.0K | 0.03% | +745 | New |
| Peddock Capital Advisors, LLC | 692 | $220.0K | 0.08% | +692 | New |
| Gilman Hill Asset Management, LLC | 750 | $221.0K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 752 | $222.0K | 0.04% | −95−11.2% | Reduced |
| Howland Capital Management LLC | 752 | $222.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 752 | $222.0K | 0.07% | +35+4.9% | Added |
| Golden State Wealth Management, LLC | 763 | $225.0K | 0.05% | −95−11.1% | Reduced |
| Laurel Wealth Planning LLC | 765 | $226.0K | 0.20% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 773 | $228.0K | 0.18% | −50−6.1% | Reduced |
| Perennial Investment Advisors, LLC | 776 | $229.0K | 0.08% | −30−3.7% | Reduced |
| Leelyn Smith, LLC | 780 | $230.0K | 0.07% | −159−16.9% | Reduced |
| German American Bancorp, Inc. | 781 | $230.0K | 0.04% | −47−5.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 781 | $230.0K | 0.03% | −28−3.5% | Reduced |
| Pictet North America Advisors SA | 780 | $230.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 779 | $230.0K | 0.08% | +779 | New |
| Connecticut Wealth Management, LLC | 784 | $231.0K | 0.02% | −604−43.5% | Reduced |
| Tortoise Investment Management, LLC | 784 | $231.0K | 0.05% | −20−2.5% | Reduced |
| Westshore Wealth, LLC | 787 | $232.0K | 0.12% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 791 | $233.0K | 0.13% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 789 | $233.0K | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 793 | $234.0K | 0.03% | +8+1.0% | Added |
| LPWM LLC | 748 | $234.0K | 0.14% | 00.0% | Unchanged |
| Port Capital LLC | 793 | $234.0K | 0.01% | +793 | New |
| Salvus Wealth Management, LLC | 783 | $235.0K | 0.20% | +783 | New |
| Stewart & Patten Co LLC | 800 | $236.0K | 0.04% | −100−11.1% | Reduced |
| Western Wealth Management, LLC | 795 | $237.0K | 0.02% | +51+6.9% | Added |
| Kistler-Tiffany Companies, LLC | 811 | $239.0K | 0.06% | −49−5.7% | Reduced |
| Schmidt P J Investment Management Inc | 749 | $239.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 813 | $240.0K | 0.12% | +16+2.0% | Added |
| LGL Partners, LLC | 817 | $241.0K | 0.14% | +12+1.5% | Added |
| Wealth Management Associates, Inc. | 820 | $241.7K | 0.14% | +820 | New |
| Lyell Wealth Management, LP | 822 | $242.0K | 0.03% | +822 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 761 | $242.0K | 0.17% | +761 | New |
| Hohimer Wealth Management, LLC | 829 | $244.0K | 0.05% | −68−7.6% | Reduced |
| Capital Wealth Planning, LLC | 830 | $244.0K | 0.01% | +19+2.3% | Added |
| Capital Bank & Trust Co | 832 | $245.0K | 0.00% | −41,507−98.0% | Reduced |
| Glen Eagle Advisors, LLC | 834 | $245.8K | 0.08% | +182+27.9% | Added |
| Quadrant Private Wealth Management, LLC | 834 | $246.0K | 0.10% | 00.0% | Unchanged |
| Thomasville National Bank | 836 | $246.0K | 0.03% | +836 | New |
| ARS Investment Partners, LLC | 842 | $248.0K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 841 | $248.0K | 0.10% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 841 | $248.0K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 770 | $248.0K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 846 | $249.0K | 0.18% | −7−0.8% | Reduced |
| Maven Securities LTD | 844 | $249.0K | 0.03% | +844 | New |
| Johanson Financial Advisors, Inc. | 790 | $249.0K | 0.08% | +790 | New |
| Foundations Investment Advisors, LLC | 803 | $251.0K | 0.01% | −161−16.7% | Reduced |
| Moseley Investment Management Inc | 850 | $251.0K | 0.12% | +850 | New |
| Inscription Capital, LLC | 857 | $253.0K | 0.03% | −2,708−76.0% | Reduced |
| Principle Wealth Partners LLC | 857 | $253.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 857 | $253.0K | 0.10% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 859 | $253.0K | 0.17% | +859 | New |
| Keebeck Alpha, LP | 860 | $254.0K | 0.09% | +860 | New |
| Patron Partners Advisors, LLC | 867 | $255.0K | 0.19% | −368−29.8% | Reduced |
| New Jersey Better Educational Savings Trust | 865 | $255.0K | 0.51% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 865 | $255.0K | 0.12% | +100+13.1% | Added |
| Mechanics Bank Trust Department | 871 | $256.0K | 0.04% | −13−1.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 870 | $256.0K | 0.12% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 868 | $256.0K | 0.04% | +1+0.1% | Added |
| Laird Norton Trust Company, LLC | 873 | $257.0K | 0.03% | −313−26.4% | Reduced |
| LexAurum Advisors, LLC | 871 | $257.0K | 0.08% | +871 | New |
| Elgethun Capital Management | 875 | $258.0K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 876 | $258.0K | 0.07% | +21+2.5% | Added |
| International Assets Investment Management, LLC | 879 | $259.0K | 0.05% | −486−35.6% | Reduced |
| Palisade Capital Management LLC | 877 | $259.0K | 0.01% | +25+2.9% | Added |
| Prentice Wealth Management LLC | 880 | $259.0K | 0.13% | +281+46.9% | Added |
| Marcum Wealth, LLC | 887 | $261.0K | 0.04% | −39−4.2% | Reduced |
| Summit Financial Group Inc | 887 | $261.0K | 0.10% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 887 | $261.0K | 0.10% | +503+131.0% | Added |
| Cahill Financial Advisors Inc | 888 | $262.0K | 0.06% | +3+0.3% | Added |
| Davidson Trust Co | 889 | $262.0K | 0.20% | +104+13.2% | Added |
| Synergy Financial Management, LLC | 897 | $264.0K | 0.07% | −898−50.0% | Reduced |
| Crew Capital Management, Ltd. | 897 | $264.0K | 0.25% | −70−7.2% | Reduced |
| YHB Investment Advisors, Inc. | 897 | $264.0K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 897 | $264.0K | 0.01% | +3+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 894 | $264.0K | 0.04% | +70+8.5% | Added |
| Red Door Wealth Management, LLC | 902 | $265.0K | 0.10% | +902 | New |
| CPWM, LLC | 902 | $266.0K | 0.02% | +60+7.1% | Added |
| Northstar Asset Management Inc | 905 | $266.8K | 0.07% | 00.0% | Unchanged |
| REDW Wealth LLC | 905 | $267.0K | 0.08% | +66+7.9% | Added |
| Colorado Capital Management, Inc. | 912 | $268.0K | 0.18% | 00.0% | Unchanged |
| Northstar Group, Inc. | 909 | $268.0K | 0.07% | 00.0% | Unchanged |
