| Fairhaven Wealth Management, LLC | 857 | $253.0K | 0.10% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 859 | $253.0K | 0.17% | +859 | 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 |
| 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 |
| 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 |
| Quadrant Private Wealth Management, LLC | 834 | $246.0K | 0.10% | 00.0% | Unchanged |
| Thomasville National Bank | 836 | $246.0K | 0.03% | +836 | New |
| Glen Eagle Advisors, LLC | 834 | $245.8K | 0.08% | +182+27.9% | Added |
| Capital Bank & Trust Co | 832 | $245.0K | 0.00% | −41,507−98.0% | Reduced |
| 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 |
| Lyell Wealth Management, LP | 822 | $242.0K | 0.03% | +822 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 761 | $242.0K | 0.17% | +761 | New |
| Wealth Management Associates, Inc. | 820 | $241.7K | 0.14% | +820 | New |
| LGL Partners, LLC | 817 | $241.0K | 0.14% | +12+1.5% | Added |
| First Bank & Trust | 813 | $240.0K | 0.12% | +16+2.0% | 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 |
| Western Wealth Management, LLC | 795 | $237.0K | 0.02% | +51+6.9% | Added |
| Stewart & Patten Co LLC | 800 | $236.0K | 0.04% | −100−11.1% | Reduced |
| Salvus Wealth Management, LLC | 783 | $235.0K | 0.20% | +783 | New |
| 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 |
| 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 |
| Westshore Wealth, LLC | 787 | $232.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Perennial Investment Advisors, LLC | 776 | $229.0K | 0.08% | −30−3.7% | Reduced |
| CCG Wealth Management, LLC | 773 | $228.0K | 0.18% | −50−6.1% | Reduced |
| Laurel Wealth Planning LLC | 765 | $226.0K | 0.20% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 763 | $225.0K | 0.05% | −95−11.1% | Reduced |
| 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 |
| Gilman Hill Asset Management, LLC | 750 | $221.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| RSM US Wealth Management LLC | 735 | $217.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 733 | $216.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 733 | $216.0K | 0.02% | −25−3.3% | Reduced |
| Campbell Wealth Management | 726 | $214.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Financial Advocates Investment Management | 721 | $212.0K | 0.02% | −3,261−81.9% | Reduced |
| Means Investment Co., Inc. | 715 | $211.0K | 0.04% | +715 | New |
| Univest Financial Corp | 710 | $209.0K | 0.06% | +710 | New |
| 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 |
| Klingenstein Fields & Co LP | 702 | $207.0K | 0.01% | +702 | New |
| Cary Street Partners Asset Management LLC | 703 | $207.0K | 0.05% | +703 | New |
| Beach Investment Counsel Inc | 700 | $206.0K | 0.02% | +700 | New |
| Heron Financial Group, LLC | 696 | $205.0K | 0.12% | −60−7.9% | Reduced |
| Triangle Securities Wealth Management | 692 | $204.0K | 0.07% | −33−4.6% | Reduced |
| Palladiem, LLC | 693 | $204.0K | 0.16% | +693 | New |
| Lake Street Financial LLC | 680 | $204.0K | 0.05% | +680 | New |
| KMG Fiduciary Partners, LLC | 691 | $204.0K | 0.04% | +691 | New |
| Vancity Investment Management Ltd | 690 | $203.0K | 0.03% | +690 | New |
| Tranquility Partners, LLC | 684 | $202.0K | 0.11% | +684 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 680 | $201.0K | 0.05% | −234−25.6% | Reduced |
| D.B. Root & Company, LLC | 685 | $201.0K | 0.08% | −167−19.6% | Reduced |
| Arabesque Asset Management Ltd | 681 | $201.0K | 0.09% | −159−18.9% | Reduced |
| Forte Capital LLC | 681 | $201.0K | 0.03% | +681 | New |
| Noesis Capital Mangement Corp | 643 | $201.0K | 0.04% | +643 | New |
| Knightsbridge Asset Management, LLC | 682 | $201.0K | 0.08% | +682 | New |
| Dougherty Wealth Advisers LLC | 658 | $194.0K | 0.29% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 634 | $187.0K | 0.03% | +10+1.6% | Added |
| Front Row Advisors LLC | 570 | $187.0K | 0.08% | −29−4.8% | Reduced |
| Independence Bank of Kentucky | 628 | $185.0K | 0.08% | +20+3.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 610 | $180.0K | 0.09% | 00.0% | Unchanged |
| Truehand, Inc | 593 | $175.0K | 0.10% | 00.0% | Unchanged |
| Horan Securities, Inc. | 593 | $175.0K | 0.13% | +327+122.9% | Added |
| Monumental Financial Group Inc. | 592 | $175.0K | 0.15% | +592 | New |
| West Financial Advisors, LLC | 580 | $171.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 560 | $165.0K | 0.07% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 557 | $164.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 545 | $161.0K | 0.02% | +40+7.9% | Added |
| Green Harvest Asset Management LLC | 543 | $160.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 520 | $153.0K | 0.11% | 00.0% | Unchanged |
| Central Bank & Trust Co | 515 | $152.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 510 | $150.0K | 0.01% | +510 | New |
