| All Terrain Financial Advisors, LLC | 1,000 | $257.0K | 0.08% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 1,000 | $257.0K | 0.05% | 00.0% | Unchanged |
| Fell Capital Management | 1,000 | $257.0K | 0.25% | +1,000 | New |
| Cetera Trust Company, N.A | 998 | $256.5K | 0.14% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 997 | $256.2K | 0.02% | −13,010−92.9% | Reduced |
| Crown Wealth Group, LLC | 995 | $255.7K | 0.07% | +995 | New |
| Financial Management Professionals, Inc. | 993 | $255.2K | 0.03% | +89+9.8% | Added |
| Rare Wolf Capital LLC | 993 | $255.2K | 0.16% | +993 | New |
| Arthur M. Cohen & Associates, LLC | 990 | $254.4K | 0.04% | +990 | New |
| Ballew Advisors, Inc | 833 | $253.9K | 0.14% | +833 | New |
| Warren Street Wealth Advisors, LLC | 986 | $253.5K | 0.07% | −97−9.0% | Reduced |
| Moment Partners, LLC | 983 | $252.6K | 0.05% | −422−30.0% | Reduced |
| Ballast Advisors LLC | 982 | $252.4K | 0.07% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 981 | $252.2K | 0.13% | 00.0% | Unchanged |
| SG Trading Solutions, LLC | 979 | $252.0K | 0.06% | +979 | New |
| Values Added Financial LLC | 980 | $251.8K | 0.11% | +980 | New |
| Range Advisory, LLC | 980 | $251.7K | 0.06% | +980 | New |
| Walter & Keenan Financial Consulting Co | 977 | $251.1K | 0.07% | +977 | New |
| Boston Research & Management Inc | 975 | $250.6K | 0.06% | +975 | New |
| Pekin Hardy Strauss, Inc. | 975 | $250.6K | 0.02% | +975 | New |
| Breachway Investments LLC | 972 | $249.8K | 0.26% | +972 | New |
| Community Financial Services Group, LLC | 971 | $249.5K | 0.05% | −25−2.5% | Reduced |
| Monarch Capital Management Inc | 970 | $249.3K | 0.06% | +970 | New |
| Philip James Wealth Mangement, LLC | 969 | $249.1K | 0.03% | +969 | New |
| Hobbs Group Advisors, LLC | 969 | $249.1K | 0.08% | −136−12.3% | Reduced |
| Invariant Investment Management | 826 | $248.9K | 0.16% | +826 | New |
| Eagle Wealth Strategies LLC | 967 | $248.6K | 0.12% | −28−2.8% | Reduced |
| Woodward Diversified Capital, LLC | 963 | $247.5K | 0.11% | −348−26.5% | Reduced |
| Rice Partnership, LLC | 962 | $247.2K | 0.03% | +962 | New |
| Brave Warrior Advisors, LLC | 961 | $247.0K | 0.01% | +961 | New |
| Certified Advisory Corp | 961 | $246.9K | 0.02% | +961 | New |
| G&S Capital LLC | 957 | $245.9K | 0.09% | +957 | New |
| Financial Perspectives, Inc | 952 | $244.7K | 0.07% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 930 | $244.6K | 0.01% | +930 | New |
| Kickstand Ventures, LLC. | 951 | $244.3K | 0.05% | −218−18.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 949 | $243.8K | 0.02% | +949 | New |
| Caliber Wealth Management, LLC | 947 | $243.5K | 0.03% | +947 | New |
| Wallace Advisory Group, LLC | 946 | $243.1K | 0.26% | −1,773−65.2% | Reduced |
| First City Capital Management, Inc. | 946 | $243.1K | 0.13% | +946 | New |
| Trust Investment Advisors | 944 | $242.6K | 0.13% | +944 | New |
| Safeguard Investment Advisory Group, LLC | 944 | $242.5K | 0.06% | +944 | New |
| Keating Financial Advisory Services, Inc. | 938 | $241.1K | 0.03% | +938 | New |
| Westfield Capital Management Co LP | 936 | $240.5K | 0.00% | +936 | New |
| Postrock Partners LLC | 936 | $240.5K | 0.10% | +936 | New |
| Old North State Trust, LLC | 932 | $240.0K | 0.14% | +932 | New |
| Avise Financial Cooperative, Inc. | 931 | $239.3K | 0.22% | +931 | New |
| Secure Asset Management, LLC | 928 | $238.6K | 0.04% | +928 | New |
| Heritage Wealth Management, Inc. | 928 | $238.5K | 0.07% | +928 | New |
| Stirlingshire Investments, Inc. | 927 | $238.3K | 0.21% | +927 | New |
| Central Valley Advisors, LLC | 925 | $237.7K | 0.07% | +925 | New |
| Independent Wealth Network Inc. | 924 | $237.5K | 0.07% | +924 | New |
| Canvas Wealth Advisors, LLC | 924 | $237.5K | 0.04% | −533−36.6% | Reduced |
| LifeSteps Financial, Inc. | 924 | $237.5K | 0.15% | −196−17.5% | Reduced |
| Asset Dedication, LLC | 924 | $237.5K | 0.02% | +501+118.4% | Added |
| Essential Investment Partners LLC | 924 | $237.5K | 0.22% | +924 | New |
| Moody Lynn & Lieberson, LLC | 921 | $236.7K | 0.01% | +921 | New |
| Berkshire Asset Management LLC | 920 | $236.4K | 0.01% | +920 | New |
| Elgethun Capital Management | 918 | $235.9K | 0.04% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 916 | $235.4K | 0.09% | +916 | New |
| Westshore Wealth, LLC | 915 | $235.1K | 0.08% | −123−11.8% | Reduced |
| Omnia Family Wealth, LLC | 915 | $235.1K | 0.07% | +915 | New |
| Hanson & Doremus Investment Management | 916 | $235.0K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 914 | $234.9K | 0.00% | −508,999−99.8% | Reduced |
| Adell Harriman & Carpenter Inc | 914 | $234.9K | 0.01% | +914 | New |
| Tenon Financial LLC | 910 | $233.9K | 0.10% | +910 | New |
| Blue Fin Capital, Inc. | 906 | $232.8K | 0.04% | +906 | New |
| Altar Rock LLC | 905 | $232.6K | 0.28% | +905 | New |
| Acorn Financial Advisory Services Inc | 904 | $232.3K | 0.03% | +904 | New |
| GW Henssler & Associates Ltd | 903 | $232.1K | 0.01% | +903 | New |
| Wealth Alliance Advisory Group, LLC | 903 | $232.1K | 0.04% | +903 | New |
| Winthrop Capital Management, LLC | 904 | $232.0K | 0.05% | +904 | New |
| Cassaday & Co Wealth Management LLC | 901 | $231.7K | 0.00% | +901 | New |
| Nicolet Bankshares Inc | 900 | $231.3K | 0.04% | −900−50.0% | Reduced |
| Lee Financial Co | 900 | $231.3K | 0.03% | −500−35.7% | Reduced |
| Kera Capital Partners, Inc. | 717 | $231.1K | 0.03% | +717 | New |
| GW&K Investment Management, LLC | 897 | $231.0K | 0.00% | +34+3.9% | Added |
| Garde Capital, Inc. | 898 | $230.8K | 0.01% | +898 | New |
| Register Financial Advisors LLC | 898 | $230.8K | 0.09% | +898 | New |
| Sepio Capital, LP | 897 | $230.5K | 0.01% | +897 | New |
| Capital Squared Financial LLC | 897 | $230.5K | 0.18% | +897 | New |
| MTM Financial Group, LLC | 895 | $230.0K | 0.11% | +895 | New |
| Andina Capital Management, LLC | 893 | $229.5K | 0.14% | −162−15.4% | Reduced |
| GK Wealth Management LLC | 893 | $229.4K | 0.17% | −451−33.6% | Reduced |
| Becker Capital Management Inc | 891 | $229.0K | 0.01% | +891 | New |
| Principal Street Partners, LLC | 888 | $228.2K | 0.04% | +888 | New |
| Asahi Life Asset Management Co., Ltd. | 887 | $227.9K | 0.13% | +887 | New |
| Tudor Financial Inc. | 885 | $227.4K | 0.12% | +885 | New |
| Adapt Wealth Advisors, LLC | 884 | $227.2K | 0.08% | +884 | New |
| Commonwealth Financial Services, LLC | 883 | $226.9K | 0.04% | −285−24.4% | Reduced |
| Nixon Peabody Trust Co | 883 | $226.9K | 0.02% | −200−18.5% | Reduced |
| Excelsior Advisor Network LLC | 883 | $226.9K | 0.11% | +883 | New |
| Second Line Capital, LLC | 882 | $226.7K | 0.05% | +882 | New |
| Elyxium Wealth, LLC | 881 | $226.4K | 0.06% | +881 | New |
| Weatherly Asset Management L. P. | 881 | $226.4K | 0.02% | +881 | New |
| Garden State Investment Advisory Services LLC | 876 | $225.9K | 0.05% | −270−23.6% | Reduced |
| First Pacific Financial | 877 | $225.4K | 0.03% | −126−12.6% | Reduced |
| Intrua Financial, LLC | 875 | $225.0K | 0.02% | −213−19.6% | Reduced |
| Game Creek Capital, LP | 875 | $224.9K | 0.09% | +875 | New |
| TruWealth Advisors, LLC | 875 | $224.9K | 0.01% | +875 | New |
| Ruggaard & Associates LLC | 873 | $224.4K | 0.09% | +873 | New |
