| Northeast Financial Consultants Inc | 800 | $230.7K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 800 | $230.7K | 0.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 800 | $230.7K | 0.00% | +6+0.8% | Added |
| Sageworth Trust Co | 800 | $230.7K | 0.01% | +800 | New |
| Aprio Wealth Management, LLC | 797 | $229.9K | 0.04% | +797 | New |
| GenTrust, LLC | 792 | $229.1K | 0.01% | +3+0.4% | Added |
| Balentine LLC | 791 | $228.1K | 0.01% | +1+0.1% | Added |
| Trust Co | 788 | $227.3K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 788 | $227.3K | 0.03% | +788 | New |
| Wedge Capital Management L L P | 787 | $227.0K | 0.00% | +787 | New |
| Southeast Asset Advisors Inc. | 786 | $226.7K | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 785 | $226.4K | 0.14% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 782 | $225.5K | 0.07% | −181−18.8% | Reduced |
| Avantax Planning Partners, Inc. | 782 | $225.5K | 0.01% | −69−8.1% | Reduced |
| Caldwell Trust Co | 782 | $225.5K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 781 | $225.1K | 0.06% | +781 | New |
| Pacifica Partners Inc. | 780 | $224.9K | 0.09% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 777 | $224.1K | 0.04% | +777 | New |
| US Asset Management LLC | 792 | $224.0K | 0.20% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 773 | $223.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 775 | $223.5K | 0.01% | +176+29.4% | Added |
| James J. Burns & Company, LLC | 775 | $223.0K | 0.04% | −11−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 771 | $222.4K | 0.03% | +771 | New |
| Hoxton Planning & Management, LLC | 767 | $221.2K | 0.09% | +767 | New |
| Bill Few Associates, Inc. | 764 | $220.3K | 0.08% | +764 | New |
| New Perspectives, Inc | 762 | $219.8K | 0.12% | +762 | New |
| Signet Financial Management, LLC | 762 | $219.7K | 0.03% | +762 | New |
| LWM Advisory Services, LLC | 760 | $219.2K | 0.16% | +760 | New |
| Provenance Wealth Advisors, LLC | 756 | $218.0K | 0.03% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 756 | $218.0K | 0.06% | +756 | New |
| Crestmont Private Wealth LLC | 753 | $217.2K | 0.09% | +753 | New |
| Mosaic Financial Group, LLC | 754 | $217.0K | 0.15% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 751 | $216.6K | 0.09% | +751 | New |
| Bedel Financial Consulting, Inc. | 751 | $216.6K | 0.03% | +751 | New |
| Fortitude Advisory Group L.L.C. | 751 | $216.6K | 0.14% | +751 | New |
| Westover Capital Advisors, LLC | 750 | $216.3K | 0.04% | +750 | New |
| Gould Asset Management LLC | 746 | $215.1K | 0.05% | −140−15.8% | Reduced |
| Seeds Investor LLC | 746 | $215.1K | 0.08% | +746 | New |
| Prossimo Advisors, LLC | 743 | $214.0K | 0.16% | +743 | New |
| Edmond de Rothschild Holding S.A. | 740 | $213.4K | 0.00% | −456−38.1% | Reduced |
| Kavar Capital Partners Group, LLC | 740 | $213.4K | 0.03% | −201−21.4% | Reduced |
| Zacks Investment Management | 738 | $213.0K | 0.00% | +738 | New |
| PBMares Wealth Management LLC | 738 | $212.8K | 0.04% | +738 | New |
| D'Orazio & Associates, Inc. | 736 | $212.3K | 0.03% | +736 | New |
| Everpar Advisors LLC | 735 | $212.0K | 0.11% | −129−14.9% | Reduced |
| New Republic Capital, LLC | 730 | $211.2K | 0.12% | +730 | New |
| Advisor OS, LLC | 732 | $211.1K | 0.02% | +732 | New |
| Poplar Forest Capital LLC | 731 | $210.8K | 0.03% | +731 | New |
| Washington Capital Management Inc | 728 | $209.9K | 0.16% | +728 | New |
| RDA Financial Network | 727 | $209.8K | 0.07% | +727 | New |
| Ifrah Financial Services, Inc. | 726 | $209.4K | 0.06% | +726 | New |
| Maia Wealth LLC | 712 | $209.2K | 0.05% | +712 | New |
| Trillium Asset Management, LLC | 724 | $209.0K | 0.01% | +724 | New |
| Orrstown Financial Services Inc | 724 | $208.8K | 0.06% | +724 | New |
| Cable Hill Partners, LLC | 720 | $208.3K | 0.02% | −269−27.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 722 | $208.3K | 0.01% | +722 | New |
| Dodge & Cox | 722 | $208.2K | 0.00% | +722 | New |
| Jacobsen Capital Management | 722 | $208.2K | 0.09% | +722 | New |
| Asset Allocation Strategies LLC | 719 | $207.4K | 0.06% | +719 | New |
| XML Financial, LLC | 710 | $204.8K | 0.02% | +710 | New |
| Intergy Private Wealth, LLC | 710 | $204.8K | 0.08% | +710 | New |
| GPS Wealth Strategies Group, LLC | 708 | $204.2K | 0.03% | −49−6.5% | Reduced |
| Klingman & Associates, LLC | 706 | $203.6K | 0.01% | +706 | New |
| PCA Investment Advisory Services Inc. | 705 | $203.3K | 0.10% | +705 | New |
| Live Oak Investment Partners | – | $202.7K | 0.16% | – | – |
| Nadler Financial Group, Inc. | 701 | $202.2K | 0.02% | +701 | New |
| Leisure Capital Management | 699 | $201.6K | 0.09% | +699 | New |
| Arete Wealth Advisors, LLC | 698 | $201.0K | 0.02% | −365−34.3% | Reduced |
| Omnia Family Wealth, LLC | 693 | $200.4K | 0.09% | +693 | New |
| Foster Group, Inc. | 694 | $200.1K | 0.01% | +694 | New |
| Carmichael Hill & Associates, Inc. | 679 | $195.8K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 678 | $195.5K | 0.08% | +74+12.3% | Added |
| CoreFirst Bank & Trust | 675 | $194.7K | 0.11% | +675 | New |
| American National Bank | 661 | $190.6K | 0.02% | −286−30.2% | Reduced |
| Delta Asset Management LLC | 633 | $182.6K | 0.02% | −6−0.9% | Reduced |
| GW&K Investment Management, LLC | 621 | $179.0K | 0.00% | +43+7.4% | Added |
| Hazlett, Burt & Watson, Inc. | 613 | $177.0K | 0.08% | +41+7.2% | Added |
| Anchor Investment Management, LLC | 578 | $166.5K | 0.02% | −1,605−73.5% | Reduced |
| Bruce G. Allen Investments, LLC | 571 | $164.7K | 0.13% | −18−3.1% | Reduced |
| Central Pacific Bank - Trust Division | 570 | $164.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 568 | $163.8K | 0.08% | −47−7.6% | Reduced |
| Aviso Financial Inc. | 565 | $162.9K | 0.01% | −110−16.3% | Reduced |
| Larson Financial Group LLC | 565 | $162.9K | 0.01% | +336+146.7% | Added |
| Paladin Wealth, LLC | 563 | $162.4K | 0.14% | +563 | New |
| Colonial Trust Co | 541 | $156.1K | 0.02% | +354+189.3% | Added |
| Ramirez Asset Management, Inc. | 500 | $144.2K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 488 | $140.7K | 0.03% | +13+2.7% | Added |
| Hexagon Capital Partners LLC | 485 | $139.9K | 0.03% | +87+21.9% | Added |
| Union Savings Bank | 471 | $135.8K | 0.07% | −65−12.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 470 | $135.5K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 470 | $135.5K | 0.02% | +470 | New |
| First Financial Corp | 468 | $135.0K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 461 | $132.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 457 | $132.2K | 0.04% | −45−9.0% | Reduced |
| Pinnacle Bancorp, Inc. | 452 | $130.4K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 448 | $129.2K | 0.03% | +448 | New |
| Bray Capital Advisors | 446 | $128.6K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 443 | $127.8K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 442 | $127.5K | 0.02% | +442 | New |
| Operose Advisors LLC | 429 | $123.7K | 0.04% | 00.0% | Unchanged |
