| Steigerwald, Gordon & Koch Inc. | 975 | $238.0K | 0.04% | +975 | New |
| IFG Advisory, LLC | 968 | $236.0K | 0.03% | −1,306−57.4% | Reduced |
| Cedar Wealth Management, LLC | 967 | $236.0K | 0.11% | +475+96.5% | Added |
| Outlook Wealth Advisors, LLC | 967 | $236.0K | 0.08% | +967 | New |
| ZWJ Investment Counsel Inc | 959 | $234.0K | 0.01% | −125−11.5% | Reduced |
| Opes Wealth Management LLC | 960 | $234.0K | 0.09% | −10−1.0% | Reduced |
| Premier Asset Management LLC | 955 | $233.0K | 0.03% | −145−13.2% | Reduced |
| Berkeley Capital Partners, LLC | 952 | $233.0K | 0.10% | +952 | New |
| Liberty Wealth Management LLC | 951 | $232.0K | 0.09% | +440+86.1% | Added |
| Capital Investment Counsel, Inc | 950 | $232.0K | 0.05% | +950 | New |
| Crescent Grove Advisors, LLC | 945 | $231.0K | 0.02% | −180−16.0% | Reduced |
| Veracity Capital LLC | 945 | $231.0K | 0.05% | −8−0.8% | Reduced |
| HMS Capital Management, LLC | 945 | $231.0K | 0.10% | +945 | New |
| Vista Wealth Management Group, LLC | 944 | $231.0K | 0.05% | +944 | New |
| Private Capital Management LLC | 942 | $230.0K | 0.11% | +942 | New |
| RHS Financial, LLC | 939 | $229.0K | 0.17% | −199−17.5% | Reduced |
| Adirondack Trust Co | 938 | $229.0K | 0.12% | 00.0% | Unchanged |
| Palladiem, LLC | 939 | $229.0K | 0.18% | +939 | New |
| Bank Pictet & Cie (Asia) Ltd | 935 | $228.0K | 0.06% | +935 | New |
| Tower Bridge Advisors | 933 | $227.9K | 0.02% | +933 | New |
| Altus Wealth Group LLC | 928 | $227.0K | 0.22% | −21−2.2% | Reduced |
| Pictet North America Advisors SA | 931 | $227.0K | 0.02% | +931 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 927 | $226.0K | 0.03% | +927 | New |
| Taurus Asset Management, LLC | 923 | $225.0K | 0.02% | +923 | New |
| GM Advisory Group, Inc. | 921 | $225.0K | 0.02% | +921 | New |
| Monticello Wealth Management, LLC | 921 | $225.0K | 0.02% | +921 | New |
| Pacitti Group Inc. | 920 | $224.0K | 0.13% | −45−4.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 919 | $224.0K | 0.02% | +919 | New |
| Financial Advisory Group | 918 | $224.0K | 0.05% | +918 | New |
| First Citizens Financial Corp | 916 | $224.0K | 0.17% | +916 | New |
| Founders Financial Alliance, LLC | 917 | $223.0K | 0.10% | +917 | New |
| CRA Financial Services, LLC | 907 | $222.0K | 0.08% | +907 | New |
| American National Bank | 906 | $221.0K | 0.05% | +106+13.3% | Added |
| Sculati Wealth Management, LLC | 906 | $221.0K | 0.12% | +906 | New |
| Southland Equity Partners LLC | 903 | $220.6K | 0.10% | +903 | New |
| Banco de Sabadell, S.A | 900 | $220.0K | 0.15% | −17,510−95.1% | Reduced |
| Beaton Management Co. Inc. | 900 | $220.0K | 0.14% | +900 | New |
| Corrigan Financial, Inc. | 900 | $219.8K | 0.07% | +900 | New |
| Texas Capital Bank Wealth Management Services Inc | 897 | $219.0K | 0.03% | +897 | New |
| Wellspring Financial Advisors, LLC | 896 | $219.0K | 0.07% | +896 | New |
| SRS Capital Advisors, Inc. | 891 | $218.0K | 0.03% | +891 | New |
| Greenwich Wealth Management LLC | 888 | $217.0K | 0.02% | +888 | New |
| MainStreet Investment Advisors LLC | 884 | $216.0K | 0.02% | +884 | New |
| Arete Wealth Advisors, LLC | 1,857 | $214.0K | 0.03% | −2,174−53.9% | Reduced |
| SignalPoint Asset Management, LLC | 878 | $214.0K | 0.07% | +878 | New |
| Patriot Investment Management Inc. | 880 | $214.0K | 0.02% | +880 | New |
| Synergy Financial Management, LLC | 870 | $213.0K | 0.06% | −179−17.1% | Reduced |
| Ground Swell Capital, LLC | 874 | $213.0K | 1.16% | +874 | New |
| Aveo Capital Partners, LLC | 866 | $212.0K | 0.05% | +866 | New |
| Plancorp, LLC | 868 | $212.0K | 0.02% | +868 | New |
| Traynor Capital Management, Inc. | 857 | $212.0K | 0.03% | +857 | New |
| RGT Wealth Advisors, LLC | 867 | $212.0K | 0.04% | +867 | New |
| Austin Private Wealth, LLC | 867 | $212.0K | 0.05% | +867 | New |
| Optimum Investment Advisors | 860 | $210.0K | 0.07% | −2,264−72.5% | Reduced |
| 20/20 Capital Management, Inc. | 861 | $210.0K | 0.05% | +861 | New |
| Oak Asset Management, LLC | 858 | $210.0K | 0.09% | +858 | New |
| Covenant Multifamily Offices, LLC | 855 | $209.0K | 0.04% | +855 | New |
| Leverage Partners Absolute Return Fund SPC | 850 | $208.0K | 0.14% | −15,350−94.8% | Reduced |
| Pacific Edge Advisors, LLC | 853 | $208.0K | 0.11% | −596−41.1% | Reduced |
| Apriem Advisors | 850 | $208.0K | 0.03% | +850 | New |
| Pensionmark Financial Group, LLC | 851 | $208.0K | 0.05% | +851 | New |
| CCG Wealth Management, LLC | 852 | $208.0K | 0.16% | +852 | New |
| Cooper/Haims Advisors, LLC | 843 | $206.0K | 0.14% | −450−34.8% | Reduced |
| Arlington Partners LLC | 844 | $206.0K | 0.07% | −230−21.4% | Reduced |
| Accredited Investors Inc. | 842 | $206.0K | 0.02% | +842 | New |
| Baldwin Investment Management, LLC | 838 | $205.0K | 0.03% | +838 | New |
| Indie Asset Partners, LLC | 838 | $205.0K | 0.17% | +838 | New |
| AIA Group Ltd | 860 | $204.0K | 0.01% | −1,294−60.1% | Reduced |
| Almanack Investment Partners, LLC. | 835 | $204.0K | 0.02% | −483−36.6% | Reduced |
| United Capital Management of KS, Inc. | 836 | $204.0K | 0.08% | −102−10.9% | Reduced |
| HHM Wealth Advisors, LLC | 833 | $203.0K | 0.06% | +23+2.8% | Added |
| Biltmore Capital Advisors LLC | 830 | $203.0K | 0.04% | +830 | New |
| Douglas Lane & Associates, LLC | 831 | $203.0K | 0.00% | +831 | New |
| Cary Street Partner Investment Advisory LLC | 828 | $202.0K | 0.07% | +828 | New |
| Clarity Financial LLC | 823 | $201.0K | 0.04% | −1,381−62.7% | Reduced |
| Nachman Norwood & Parrott, Inc | 823 | $201.0K | 0.02% | +823 | New |
| Deseret Mutual Benefit Administrators | 821 | $201.0K | 0.05% | +821 | New |
| Single Point Partners, LLC | 822 | $201.0K | 0.07% | +822 | New |
| Focused Wealth Management, Inc | 799 | $195.0K | 0.03% | −50−5.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 788 | $194.0K | 0.00% | −5,051−86.5% | Reduced |
| Sage Private Wealth Group, LLC | 779 | $190.0K | 0.26% | +6+0.8% | Added |
| JJJ Advisors Inc. | 768 | $188.0K | 0.07% | +119+18.3% | Added |
| TFC Financial Management | 765 | $187.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 750 | $183.0K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 746 | $182.0K | 0.05% | −969−56.5% | Reduced |
| Howe & Rusling Inc | 745 | $182.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 688 | $168.0K | 0.06% | −131−16.0% | Reduced |
| Stephens Investment Management Group LLC | 680 | $166.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 670 | $164.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 661 | $161.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $156.0K | 0.05% | – | – |
| Carolinas Wealth Consulting LLC | 633 | $155.0K | 0.03% | +19+3.1% | Added |
| Tobam | 628 | $153.0K | 0.01% | −160−20.3% | Reduced |
| Versant Capital Management, Inc | 623 | $152.0K | 0.06% | +33+5.6% | Added |
| Blume Capital Management, Inc. | 600 | $147.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 601 | $147.0K | 0.03% | +33+5.8% | Added |
| Atlas Capital Advisors LLC | 591 | $144.4K | 0.02% | +317+115.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 590 | $144.1K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 568 | $139.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 566 | $138.0K | 0.06% | +566 | New |
