| Westshore Wealth, LLC | 482 | $200.0K | 0.14% | +482 | New |
| Cabot Wealth Management Inc | 484 | $201.0K | 0.03% | +484 | New |
| Burns J W & Co Inc | 485 | $201.0K | 0.03% | +485 | New |
| Sound View Wealth Advisors Group, LLC | 484 | $201.0K | 0.04% | +484 | New |
| Resurgent Financial Advisors LLC | 485 | $201.0K | 0.17% | +485 | New |
| Capstone Investment Advisors, LLC | 488 | $202.0K | 0.00% | −5,188−91.4% | Reduced |
| West Branch Capital LLC | 487 | $202.0K | 0.09% | +245+101.2% | Added |
| Wealthquest Corp | 490 | $203.0K | 0.03% | +490 | New |
| Cedar Brook Financial Partners, LLC | 489 | $203.0K | 0.05% | +489 | New |
| Reuter James Wealth Management, LLC | 493 | $204.0K | 0.08% | +493 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 596 | $205.0K | 0.06% | +596 | New |
| Firestone Capital Management | 500 | $207.0K | 0.07% | 00.0% | Unchanged |
| SOL Capital Management CO | 500 | $207.0K | 0.04% | +500 | New |
| Wellington Shields & Co., LLC | 500 | $207.0K | 0.04% | +500 | New |
| Mitchell McLeod Pugh & Williams Inc | 500 | $207.0K | 0.07% | +500 | New |
| Financial Network Wealth Management LLC | 500 | $207.0K | 0.10% | +500 | New |
| Mill Capital Management, LLC | 500 | $207.0K | 0.02% | +500 | New |
| Tudor Investment Corp Et Al | 501 | $208.0K | 0.00% | +501 | New |
| Johnson Financial Group, LLC | 501 | $208.0K | 0.03% | +501 | New |
| Cubic Asset Management, LLC | 505 | $209.0K | 0.05% | +505 | New |
| TCG Advisory Services, LLC | 503 | $209.0K | 0.05% | +503 | New |
| NinePointTwo Capital | 507 | $210.0K | 0.07% | +507 | New |
| Cozad Asset Management Inc | 509 | $211.0K | 0.03% | +509 | New |
| Central Bank & Trust Co | 515 | $213.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 519 | $215.0K | 0.13% | +519 | New |
| Columbia Trust Co 01012016 | 675 | $216.0K | 0.11% | 00.0% | Unchanged |
| Family Management Corp | 522 | $216.0K | 0.06% | −114−17.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 522 | $216.0K | 0.02% | +522 | New |
| Kohmann Bosshard Financial Services, LLC | 521 | $216.0K | 0.04% | +521 | New |
| Magnus Financial Group LLC | 521 | $216.0K | 0.04% | +521 | New |
| Rockwood Wealth Management, LLC | 522 | $216.4K | 0.10% | +522 | New |
| Asset Management Resources, LLC | 523 | $217.0K | 0.19% | +523 | New |
| David Loasby | 527 | $218.0K | 0.03% | −353−40.1% | Reduced |
| Port Capital LLC | 525 | $218.0K | 0.01% | +525 | New |
| Coastal Investment Advisors, Inc. | 528 | $219.0K | 0.05% | +528 | New |
| BCJ Capital Management, LLC | 530 | $220.0K | 0.02% | +530 | New |
| Sloy Dahl & Holst, LLC | 690 | $221.0K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 532 | $221.0K | 0.04% | −111−17.3% | Reduced |
| Collective Family Office LLC | 532 | $221.0K | 0.09% | +532 | New |
| Maven Securities LTD | 536 | $222.0K | 0.03% | +536 | New |
| Cherrydale Wealth Management, LLC | 536 | $222.0K | 0.17% | +536 | New |
| Financial Engines Advisors L.L.C. | 538 | $223.0K | 0.00% | −352−39.6% | Reduced |
| Claret Asset Management Corp | 538 | $223.0K | 0.04% | +538 | New |
| LCM Capital Management Inc | 539 | $223.0K | 0.17% | +539 | New |
| Chronos Wealth Management, LLC | 540 | $224.0K | 0.14% | +540 | New |
| Capital Group Private Client Services, Inc. | 540 | $224.0K | 0.00% | +540 | New |
| Zullo Investment Group, Inc. | 541 | $224.0K | 0.12% | +541 | New |
| Alphasimplex Group, LLC | 545 | $226.0K | 0.39% | −737−57.5% | Reduced |
| Private Ocean, LLC | 545 | $226.0K | 0.03% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 545 | $226.0K | 0.24% | +545 | New |
| Advisory Resource Group | 643 | $227.0K | 0.08% | +6+0.9% | Added |
| TCI Wealth Advisors, Inc. | 547 | $227.0K | 0.03% | +108+24.6% | Added |
| Security National Bank of So Dak | 548 | $227.0K | 0.15% | +548 | New |
| Hemenway Trust Co LLC | 550 | $228.0K | 0.02% | +550 | New |
| Meridian Financial, LLC | 550 | $228.0K | 0.21% | +550 | New |
| HYA Advisors, Inc | 551 | $229.0K | 0.08% | +551 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 555 | $230.0K | 0.15% | +35+6.7% | Added |
| Calton & Associates, Inc. | 560 | $232.0K | 0.06% | −319−36.3% | Reduced |
| AlphaStar Capital Management, LLC | 658 | $233.0K | 0.02% | −30−4.4% | Reduced |
| Coastal Bridge Advisors, LLC | 562 | $233.0K | 0.05% | +562 | New |
| ETF Portfolio Partners, Inc. | 565 | $234.0K | 0.09% | +565 | New |
| Jump Financial, LLC | 568 | $235.0K | 0.01% | −977−63.2% | Reduced |
| Truehand, Inc | 566 | $235.0K | 0.14% | −27−4.6% | Reduced |
| Narwhal Capital Management | 566 | $235.0K | 0.03% | +566 | New |
| Independence Bank of Kentucky | 570 | $236.0K | 0.10% | −25−4.2% | Reduced |
| Front Row Advisors LLC | 569 | $236.0K | 0.09% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 570 | $236.0K | 0.13% | +570 | New |
| LWM Advisory Services, LLC | 570 | $236.0K | 0.29% | +570 | New |
| D'Orazio & Associates, Inc. | 573 | $238.0K | 0.05% | +198+52.8% | Added |
| Chelsea Counsel Co | 576 | $239.0K | 0.10% | +576 | New |
| West Financial Advisors, LLC | 580 | $240.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 579 | $240.0K | 0.07% | +579 | New |
| CoreCap Advisors, LLC | 579 | $240.0K | 0.02% | +579 | New |
| Vahanian & Associates Financial Planning Inc. | 582 | $241.0K | 0.19% | +582 | New |
| Advisor Resource Council | 585 | $243.0K | 0.02% | +585 | New |
| Centric Wealth Management | 589 | $244.0K | 0.08% | +589 | New |
| Leith Wheeler Investment Counsel Ltd. | 592 | $245.0K | 0.03% | +592 | New |
| Heron Financial Group, LLC | 696 | $246.0K | 0.13% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 594 | $246.0K | 0.11% | −38−6.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 600 | $248.0K | 0.10% | +600 | New |
| Stewart & Patten Co LLC | 600 | $249.0K | 0.04% | −200−25.0% | Reduced |
| Harbour Investments, Inc. | 602 | $250.0K | 0.01% | −2,362−79.7% | Reduced |
| 626 Financial, LLC | 603 | $250.0K | 0.15% | +603 | New |
| PAX Financial Group, LLC | 609 | $252.0K | 0.06% | +609 | New |
| Echo45 Advisors LLC | 612 | $254.0K | 0.20% | +612 | New |
| Pettyjohn, Wood & White, Inc | 616 | $255.0K | 0.05% | +616 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 618 | $256.0K | 0.04% | +618 | New |
| Hengehold Capital Management LLC | 618 | $256.0K | 0.03% | +618 | New |
| McAdam, LLC | 618 | $256.0K | 0.03% | +618 | New |
| Peak Planning Group, LLC | 618 | $256.1K | 0.19% | +618 | New |
| OmniStar Financial Group, Inc. | 622 | $257.0K | 0.26% | −10−1.6% | Reduced |
| Kathmere Capital Management, LLC | 622 | $258.0K | 0.04% | −409−39.7% | Reduced |
| Crestone Asset Management LLC | 622 | $258.0K | 0.05% | +622 | New |
| Cary Street Partner Investment Advisory LLC | 625 | $259.0K | 0.07% | −153−19.7% | Reduced |
| Wealthstream Advisors, Inc. | 627 | $260.0K | 0.22% | +627 | New |
| John G Ullman & Associates Inc | 630 | $261.0K | 0.04% | +630 | New |
| Morningstar Investment Services LLC | 630 | $261.0K | 0.00% | +630 | New |
| Teza Capital Management LLC | 630 | $261.0K | 0.07% | +630 | New |
| Charles Schwab Trust Co | 638 | $264.0K | 0.04% | +638 | New |
| New England Professional Planning Group Inc. | 732 | $265.0K | 0.16% | −189−20.5% | Reduced |
