| Prime Capital Investment Advisors, LLC | 854 | $250.0K | 0.01% | +854 | New |
| Burns J W & Co Inc | 849 | $248.0K | 0.04% | −30−3.4% | Reduced |
| Empirical Finance, LLC | 844 | $247.0K | 0.03% | +844 | New |
| Castleview Partners, LLC | 72,247 | $247.0K | 0.00% | +72,247 | New |
| Legacy Financial Advisors, Inc. | 841 | $246.0K | 0.06% | +35+4.3% | Added |
| Sage Rhino Capital LLC | 834 | $244.0K | 0.07% | +1+0.1% | Added |
| Simon Quick Advisors, LLC | 832 | $243.0K | 0.06% | +508+156.8% | Added |
| Endowment Wealth Management, Inc. | 831 | $243.0K | 0.25% | +831 | New |
| Peconic Partners LLC | 825 | $241.0K | 0.02% | −675−45.0% | Reduced |
| Indiana Trust & Investment Management CO | 825 | $241.0K | 0.11% | +825 | New |
| Pictet North America Advisors SA | 822 | $240.0K | 0.02% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 822 | $240.0K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 820 | $240.0K | 0.11% | +50+6.5% | Added |
| Independence Bank of Kentucky | 816 | $239.0K | 0.10% | −200−19.7% | Reduced |
| Resurgent Financial Advisors LLC | 816 | $239.0K | 0.20% | +816 | New |
| Palladium Partners LLC | 810 | $238.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 814 | $238.0K | 0.01% | +814 | New |
| Columbia Trust Co 01012016 | 893 | $237.0K | 0.13% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 810 | $237.0K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 808 | $236.0K | 0.03% | +808 | New |
| Perfromance Wealth Partners, LLC | 807 | $236.0K | 0.01% | +807 | New |
| ARS Wealth Advisors Group, LLC | 802 | $235.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 806 | $235.0K | 0.02% | +287+55.3% | Added |
| Puzo Michael J | 800 | $234.0K | 0.07% | −25−3.0% | Reduced |
| Morningstar Investment Services LLC | 800 | $234.0K | 0.00% | +37+4.8% | Added |
| Iron Financial, LLC | 797 | $233.0K | 0.10% | +8+1.0% | Added |
| Thomasville National Bank | 796 | $233.0K | 0.02% | +796 | New |
| Harbour Capital Advisors, LLC | 793 | $232.0K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 792 | $232.0K | 0.03% | +35+4.6% | Added |
| Tower Bridge Advisors | 792 | $231.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 788 | $230.0K | 0.04% | −75−8.7% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 786 | $230.0K | 0.04% | +786 | New |
| Aspiriant, LLC | 785 | $230.0K | 0.01% | +785 | New |
| Harel Insurance Investments & Financial Services Ltd. | 787 | $229.0K | 0.00% | +24+3.1% | Added |
| TCG Advisory Services, LLC | 782 | $229.0K | 0.05% | +782 | New |
| Asset Dedication, LLC | 773 | $226.0K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 771 | $226.0K | 0.07% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 771 | $226.0K | 0.18% | +771 | New |
| High Net Worth Advisory Group LLC | 774 | $226.0K | 0.08% | +774 | New |
| Blackhawk Capital Partners LLC. | 769 | $225.0K | 0.14% | −2−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 770 | $225.0K | 0.04% | +770 | New |
| CFO4Life Group, LLC | 768 | $225.0K | 0.05% | +768 | New |
| RMR Wealth Builders | 763 | $224.0K | 0.06% | −1,820−70.5% | Reduced |
| First National Bank | 763 | $224.0K | 0.20% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 767 | $224.0K | 0.07% | +3+0.4% | Added |
| St Germain D J Co Inc | 767 | $224.0K | 0.01% | +767 | New |
| Wedmont Private Capital | 876 | $224.0K | 0.07% | +876 | New |
| Cypress Wealth Services, LLC | 762 | $223.0K | 0.06% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 762 | $223.0K | 0.09% | +762 | New |
| Trust Co of Virginia | 758 | $222.0K | 0.02% | +758 | New |
| Davy Global Fund Management Ltd | 754 | $221.0K | 0.03% | −1,714−69.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 754 | $221.0K | 0.00% | −236−23.8% | Reduced |
| Fermata Advisors, LLC | 753 | $221.0K | 0.08% | −98−11.5% | Reduced |
| Convergence Investment Partners, LLC | 756 | $221.0K | 0.11% | −35−4.4% | Reduced |
| Kolinsky Wealth Management, LLC | 754 | $221.0K | 0.20% | +754 | New |
| Golden State Equity Partners | 753 | $220.0K | 0.11% | −17−2.2% | Reduced |
| Vista Capital Partners, Inc. | 750 | $219.0K | 0.03% | +750 | New |
| Confluence Wealth Services, Inc. | 749 | $219.0K | 0.07% | +749 | New |
| Alley Co LLC | 744 | $218.0K | 0.03% | +744 | New |
| Kidder Stephen W | 740 | $216.0K | 0.07% | +740 | New |
| Stokes Capital Advisors, LLC | 736 | $215.0K | 0.06% | −269−26.8% | Reduced |
| Summit Global Investments | 735 | $215.0K | 0.01% | +735 | New |
| Measured Wealth Private Client Group, LLC | 736 | $215.0K | 0.08% | +736 | New |
| DeDora Capital, Inc. | 732 | $214.0K | 0.16% | −162−18.1% | Reduced |
| Accredited Investors Inc. | 733 | $214.0K | 0.02% | +733 | New |
| Csenge Advisory Group | 789 | $213.0K | 0.02% | −251−24.1% | Reduced |
| Fundamentun, LLC | 724 | $212.0K | 0.03% | −1,158−61.5% | Reduced |
| Harvest Fund Management Co., Ltd | 732 | $212.0K | 0.04% | +112+18.1% | Added |
| Connecticut Wealth Management, LLC | 726 | $212.0K | 0.02% | +726 | New |
| Chilton Investment Co LLC | 719 | $210.0K | 0.00% | +719 | New |
| Pineno Levin & Ford Asset Management, Inc. | 719 | $210.0K | 0.06% | +719 | New |
| Heartwood Wealth Advisors LLC | 717 | $210.0K | 0.03% | +717 | New |
| AllSquare Wealth Management LLC | 714 | $209.0K | 0.12% | −15−2.1% | Reduced |
| Clear Perspective Advisors, LLC | 716 | $209.0K | 0.06% | +716 | New |
| Muzinich & Co., Inc. | 709 | $207.0K | 0.14% | −106−13.0% | Reduced |
| Keel Point, LLC | 704 | $206.0K | 0.03% | +704 | New |
| Ellis Investment Partners, LLC | 702 | $205.0K | 0.05% | −236−25.2% | Reduced |
| State of Wyoming | 700 | $205.0K | 0.10% | +324+86.2% | Added |
| Scott & Selber, Inc. | 700 | $205.0K | 0.07% | +700 | New |
| Azimuth Capital Management LLC | 700 | $205.0K | 0.01% | +700 | New |
| Meridian Investment Counsel Inc. | 700 | $205.0K | 0.07% | +700 | New |
| Kavar Capital Partners Group, LLC | 700 | $205.0K | 0.04% | +700 | New |
| WCM Investment Management, LLC | 697 | $204.0K | 0.00% | −185−21.0% | Reduced |
| Greatmark Investment Partners, Inc. | 698 | $204.0K | 0.03% | +698 | New |
| Essex LLC | 699 | $204.0K | 0.05% | +699 | New |
| Jaffetilchin Investment Partners, LLC | 694 | $203.0K | 0.02% | +694 | New |
| Hollow Brook Wealth Management LLC | 695 | $203.0K | 0.10% | +695 | New |
| Carl P. Sherr & Co., LLC | 695 | $203.0K | 0.12% | +695 | New |
| Axxcess Wealth Management, LLC | 695 | $203.0K | 0.02% | +695 | New |
| Osterweis Capital Management Inc | 690 | $202.0K | 0.01% | −600−46.5% | Reduced |
| Marino, Stram & Associates LLC | 690 | $202.0K | 0.06% | +690 | New |
| Garde Capital, Inc. | 682 | $199.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 658 | $193.0K | 0.08% | −230−25.9% | Reduced |
| Lenox Wealth Advisors, LLC | 636 | $186.0K | 0.02% | +11+1.8% | Added |
| Standard Family Office LLC | 614 | $180.0K | 1.60% | +614 | New |
| Atlas Capital Advisors LLC | 612 | $179.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 605 | $176.0K | 0.08% | +605 | New |
| AIA Group Ltd | 599 | $175.0K | 0.01% | −200−25.0% | Reduced |
| CoreCap Advisors, LLC | 595 | $174.0K | 0.01% | +595 | New |
| Sugarloaf Wealth Management, LLC | 582 | $170.0K | 0.04% | −35−5.7% | Reduced |