| Cassia Capital Partners, LLC | 399 | $234.0K | 0.18% | +399 | New |
| Ironsides Asset Advisors, LLC | 398 | $233.0K | 0.07% | +398 | New |
| Stephens Investment Management Group LLC | 395 | $231.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 393 | $230.0K | 0.05% | +375+2,083.3% | Added |
| Barr E S & Co | 393 | $230.0K | 0.02% | +393 | New |
| Laird Norton Trust Company, LLC | 392 | $229.0K | 0.02% | −58−12.9% | Reduced |
| Almanack Investment Partners, LLC. | 391 | $229.0K | 0.02% | +391 | New |
| Adams Wealth Management | 391 | $229.0K | 0.10% | +391 | New |
| Baron Silver Stevens Financial Advisors, LLC | 391 | $229.0K | 0.06% | +391 | New |
| Carolinas Wealth Consulting LLC | 390 | $228.0K | 0.05% | −1−0.3% | Reduced |
| Crawford Investment Counsel Inc | 388 | $227.0K | 0.00% | +388 | New |
| Magnus Financial Group LLC | 387 | $227.0K | 0.05% | +387 | New |
| Richard P Slaughter Associates Inc | 385 | $225.0K | 0.09% | +385 | New |
| Madison Wealth Partners, Inc | 380 | $223.0K | 0.13% | −20−5.0% | Reduced |
| First Business Financial Services, Inc. | 380 | $223.0K | 0.03% | +380 | New |
| Flaharty Asset Management, LLC | 380 | $223.0K | 0.05% | +380 | New |
| Mitchell Sinkler & Starr | 377 | $221.0K | 0.20% | +377 | New |
| Capital Advisors Wealth Management, LLC | 377 | $221.0K | 0.08% | +377 | New |
| Marble Harbor Investment Counsel, LLC | 375 | $220.0K | 0.03% | +375 | New |
| Vivid Financial Management, Inc. | 375 | $220.0K | 0.09% | +375 | New |
| Kelly Lawrence W & Associates Inc | 374 | $219.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Corp | 373 | $218.0K | 0.16% | +373 | New |
| Family Management Corp | 373 | $218.0K | 0.06% | +373 | New |
| Holloway Wealth Management, LLC | – | $217.0K | 0.07% | – | – |
| Ayalon Holdings Ltd. | 370 | $216.0K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 369 | $216.0K | 0.06% | +369 | New |
| Single Point Partners, LLC | 368 | $216.0K | 0.07% | +368 | New |
| Buckhead Capital Management LLC | 367 | $215.0K | 0.05% | −245−40.0% | Reduced |
| Heritage Wealth Management, LLC | 367 | $215.0K | 0.08% | −48−11.6% | Reduced |
| Tarbox Family Office, Inc. | 365 | $214.0K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 366 | $214.0K | 0.02% | +366 | New |
| Sumitomo Mitsui Financial Group, Inc. | 361 | $213.0K | 0.00% | −608−62.7% | Reduced |
| RWM Asset Management, LLC | 363 | $213.0K | 0.04% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 363 | $213.0K | 0.04% | +363 | New |
| Creative Financial Designs Inc | 362 | $212.0K | 0.04% | +19+5.5% | Added |
| Foundations Investment Advisors, LLC | 351 | $212.0K | 0.01% | +351 | New |
| Hoover Financial Advisors, Inc. | 361 | $211.0K | 0.04% | +18+5.2% | Added |
| First City Capital Management, Inc. | 333 | $211.0K | 0.12% | +333 | New |
| MCF Advisors LLC | 355 | $208.0K | 0.02% | +117+49.2% | Added |
| Saybrook Capital | 355 | $208.0K | 0.06% | +355 | New |
| ERTS Wealth Advisors, LLC | 355 | $208.0K | 0.06% | +355 | New |
| Journey Advisory Group, LLC | 355 | $208.0K | 0.07% | +355 | New |
| Shulman DeMeo Asset Management LLC | 354 | $207.0K | 0.08% | +354 | New |
| Fiduciary Group LLC | 329 | $206.0K | 0.02% | +329 | New |
| Howard Wealth Management, LLC | 352 | $206.0K | 0.11% | +352 | New |
| Renaissance Investment Group LLC | 350 | $205.0K | 0.05% | +350 | New |
| Gitterman Wealth Management, LLC | 348 | $204.0K | 0.17% | +348 | New |
| Jefferies Group LLC | 347 | $203.2K | 0.00% | +347 | New |
| Strategic Advisors LLC | 348 | $203.0K | 0.05% | +348 | New |
| NorthRock Partners, LLC | 346 | $203.0K | 0.02% | +346 | New |
| Burns Matteson Capital Management, LLC | 346 | $202.6K | 0.16% | +346 | New |
| KFA Private Wealth Group, LLC | 345 | $202.0K | 0.11% | −198−36.5% | Reduced |
| BerganKDV Wealth Management, LLC | 345 | $202.0K | 0.02% | 00.0% | Unchanged |
| Cim, LLC | 320 | $202.0K | 0.03% | +320 | New |
| Fma Advisory Inc | 343 | $201.0K | 0.07% | +343 | New |
| Cheviot Value Management, LLC | 343 | $201.0K | 0.05% | +343 | New |
| B & T Capital Management DBA Alpha Capital Management | 343 | $201.0K | 0.05% | +343 | New |
| Connecticut Wealth Management, LLC | 341 | $200.0K | 0.02% | −102−23.0% | Reduced |
| McIlrath & Eck, LLC | 342 | $200.0K | 0.06% | −10−2.8% | Reduced |
| Hoey Investments, Inc | 325 | $190.0K | 0.06% | −256−44.1% | Reduced |
| Kings Point Capital Management | 324 | $190.0K | 0.02% | +250+337.8% | Added |
| Glassman Wealth Services | 323 | $189.0K | 0.04% | +62+23.8% | Added |
| Clearview Wealth Advisors LLC | 319 | $187.0K | 0.12% | 00.0% | Unchanged |
| Corsicana & Co. | 306 | $179.0K | 0.11% | +306 | New |
| Lenox Wealth Advisors, LLC | 301 | $176.0K | 0.02% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $176.0K | 0.11% | 00.0% | Unchanged |
| Belmont Capital, LLC | 300 | $176.0K | 0.18% | +300 | New |
| CKW Financial Group | 300 | $175.0K | 0.03% | +100+50.0% | Added |
| Parisi Gray Wealth Management | 297 | $174.0K | 0.06% | +297 | New |
| Atwood & Palmer Inc | 290 | $170.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 289 | $169.0K | 0.04% | +16+5.9% | Added |
| Bollard Group LLC | 287 | $168.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 285 | $167.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 280 | $164.0K | 0.03% | −5−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 271 | $159.0K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 270 | $158.0K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 263 | $154.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 262 | $153.0K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 262 | $153.0K | 0.07% | +41+18.6% | Added |
| Moser Wealth Advisors, LLC | 260 | $152.0K | 0.10% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 255 | $149.0K | 0.00% | +255 | New |
| Simon Quick Advisors, LLC | 254 | $148.0K | 0.04% | −5−1.9% | Reduced |
| Savior LLC | 253 | $148.0K | 0.12% | 00.0% | Unchanged |
| Accel Wealth Management | 246 | $144.0K | 0.10% | 00.0% | Unchanged |
| First National Bank of South Miami | 243 | $142.0K | 0.10% | +15+6.6% | Added |
| Northern Oak Wealth Management Inc | 241 | $141.0K | 0.02% | −179−42.6% | Reduced |
| Trustcore Financial Services, LLC | 241 | $141.0K | 0.01% | +113+88.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $140.6K | 0.17% | +50+26.3% | Added |
| Eukles Asset Management | 236 | $138.0K | 0.08% | +236 | New |
| Earnest Partners LLC | 230 | $135.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 228 | $134.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 225 | $132.0K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 218 | $128.0K | 0.09% | −5−2.2% | Reduced |
| Old Second National Bank of Aurora | 218 | $128.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 218 | $128.0K | 0.05% | +37+20.4% | Added |
| BDO Wealth Advisors, LLC | 216 | $126.0K | 0.01% | +32+17.4% | Added |
| Cary Street Partner Investment Advisory LLC | 212 | $124.0K | 0.04% | −85−28.6% | Reduced |
| Hexagon Capital Partners LLC | 211 | $124.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 206 | $121.0K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 206 | $121.0K | 0.02% | 00.0% | Unchanged |
