| Sovran Advisors, LLC | 662 | $228.1K | 0.02% | +13+2.0% | Added |
| Waterfront Wealth Inc. | 663 | $227.6K | 0.04% | +42+6.8% | Added |
| Code Waechter LLC | 662 | $227.2K | 0.14% | +53+8.7% | Added |
| William John Sempolinski | 662 | $227.2K | 0.11% | +62+10.3% | Added |
| SJS Investment Consulting Inc. | 660 | $226.6K | 0.03% | +33+5.3% | Added |
| Genesis Private Wealth, LLC | 660 | $226.5K | 0.07% | −182−21.6% | Reduced |
| Aua Capital Management, LLC | 660 | $226.5K | 0.12% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 658 | $225.8K | 0.03% | +4+0.6% | Added |
| Klingenstein Fields & Co LP | 657 | $225.5K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 670 | $225.5K | 0.01% | −255−27.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 654 | $224.5K | 0.02% | +654 | New |
| Clear Creek Financial Management, LLC | 650 | $223.2K | 0.02% | +650 | New |
| Missouri Trust & Investment Co | 650 | $223.1K | 0.07% | 00.0% | Unchanged |
| Carson Advisory Inc. | 650 | $222.9K | 0.12% | +13+2.0% | Added |
| Clune & Associates, Ltd. | 647 | $222.1K | 0.04% | +647 | New |
| True North Advisors, LLC | 644 | $220.9K | 0.03% | −241−27.2% | Reduced |
| Brookwood Investment Group LLC | 643 | $220.8K | 0.03% | −925−59.0% | Reduced |
| Cooper Financial Group | 642 | $220.4K | 0.02% | +642 | New |
| Global Assets Advisory, LLC | 642 | $220.3K | 0.07% | +642 | New |
| Fieldview Capital Management, LLC | 641 | $220.0K | 0.06% | −4,112−86.5% | Reduced |
| Michael S. Ryan, Inc. | 641 | $220.0K | 0.13% | +6+0.9% | Added |
| Northstar Group, Inc. | 639 | $219.3K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 638 | $219.0K | 0.07% | −266−29.4% | Reduced |
| Griffith & Werner, Inc. | 638 | $219.0K | 0.11% | 00.0% | Unchanged |
| Weil Company, Inc. | 638 | $218.9K | 0.05% | +3+0.5% | Added |
| Grant Private Wealth Management Inc | 637 | $218.8K | 0.12% | +637 | New |
| Family Wealth Partners, LLC | 637 | $218.6K | 0.07% | +36+6.0% | Added |
| Strategic Equity Management | 637 | $218.5K | 0.08% | +637 | New |
| Asset Advisory Group, Inc. | 637 | $218.5K | 0.11% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 634 | $217.6K | 0.03% | +634 | New |
| Kiker Wealth Management, LLC | 634 | $217.6K | 0.10% | +634 | New |
| Lineweaver Wealth Advisors, LLC | 634 | $217.5K | 0.03% | −43−6.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 633 | $217.3K | 0.03% | −137−17.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 633 | $217.3K | 0.49% | +633 | New |
| Innovative Asset Advisors Group, LLC | 633 | $217.2K | 0.13% | +633 | New |
| Harvest Investment Services, LLC | 630 | $216.4K | 0.04% | +630 | New |
| SFMG, LLC | 630 | $216.2K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 629 | $216.0K | 0.03% | +629 | New |
| Investment Advisory Group, LLC | 629 | $215.9K | 0.05% | +3+0.5% | Added |
| Lighthouse Investment Partners, LLC | 628 | $215.5K | 0.01% | −2,135−77.3% | Reduced |
| Wedge Capital Management L L P | 628 | $215.5K | 0.00% | +628 | New |
| Skylands Capital, LLC | 625 | $214.5K | 0.03% | −100−13.8% | Reduced |
| CCM Investment Advisers LLC | 625 | $214.5K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 624 | $214.3K | 0.18% | +23+3.8% | Added |
| Schnieders Capital Management, LLC. | 624 | $214.2K | 0.03% | +624 | New |
| First National Bank & Trust Co of Newtown | 623 | $213.8K | 0.05% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 622 | $213.6K | 0.01% | −275−30.7% | Reduced |
| NCM Capital Management, LLC | 622 | $213.5K | 0.08% | +622 | New |
| Sunburst Financial Group, LLC | 622 | $213.3K | 0.04% | +4+0.6% | Added |
| Advisory Alpha, LLC | 620 | $213.0K | 0.01% | +18+3.0% | Added |
| King Wealth | 622 | $213.0K | 0.03% | −9−1.4% | Reduced |
| Southeast Asset Advisors Inc. | 619 | $212.5K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 618 | $212.1K | 0.01% | −476−43.5% | Reduced |
| Cardiff Park Advisors, LLC | 618 | $212.1K | 0.02% | 00.0% | Unchanged |
| Insight 2811, Inc. | 617 | $211.8K | 0.09% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 616 | $211.5K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 616 | $211.4K | 0.04% | +4+0.7% | Added |
| Opes Wealth Management LLC | 616 | $211.4K | 0.04% | −36−5.5% | Reduced |
| Rebalance, LLC | 614 | $210.7K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 613 | $210.4K | 0.17% | −4−0.6% | Reduced |
| Focus Financial Network, Inc. | 612 | $210.1K | 0.01% | −26−4.1% | Reduced |
| Excelsior Advisor Network LLC | 611 | $209.7K | 0.08% | +611 | New |
| Weaver Capital Management LLC | 610 | $209.4K | 0.05% | −121−16.6% | Reduced |
| GKV Capital Management Co., Inc. | 610 | $209.4K | 0.08% | −74−10.8% | Reduced |
| Live Oak Private Wealth LLC | 610 | $209.4K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 609 | $209.0K | 0.02% | +2+0.3% | Added |
| Oxford Asset Management LLP | 609 | $209.0K | 0.08% | −74−10.8% | Reduced |
| FSM Wealth Advisors, LLC | 609 | $209.0K | 0.03% | −60−9.0% | Reduced |
| Spartan Planning & Wealth Management | 607 | $208.5K | 0.15% | −13−2.1% | Reduced |
| Evernest Financial Advisors, LLC | 667 | $208.5K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 607 | $208.5K | 0.01% | +607 | New |
| REAP Financial Group, LLC | 607 | $208.4K | 0.04% | +69+12.8% | Added |
| Royal Capital Wealth Management, LLC | 607 | $208.2K | 0.13% | 00.0% | Unchanged |
| Altar Rock LLC | 605 | $207.6K | 0.24% | −392−39.3% | Reduced |
| Marin Bay Wealth Advisors, LLC | 604 | $207.3K | 0.12% | +604 | New |
| Proathlete Wealth Management LLC | 603 | $207.2K | 0.06% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 601 | $206.4K | 0.09% | +601 | New |
| Shum Financial Group, Inc. | 601 | $206.2K | 0.15% | +6+1.0% | Added |
| Glen Eagle Advisors, LLC | 601 | $206.1K | 0.03% | −2,937−83.0% | Reduced |
| SkyOak Wealth, LLC | 600 | $205.9K | 0.04% | −900−60.0% | Reduced |
| Essential Investment Partners LLC | 600 | $205.8K | 0.19% | −55−8.4% | Reduced |
| Strategic Investment Solutions, Inc. | 599 | $205.7K | 0.05% | +103+20.8% | Added |
| Old Mission Investment Co LLC | 599 | $205.5K | 0.05% | +599 | New |
| Schwartz Investment Counsel Inc | 598 | $205.2K | 0.01% | −200−25.1% | Reduced |
| Redwood Financial Network Corp | 597 | $204.9K | 0.13% | −6−1.0% | Reduced |
| High Net Worth Advisory Group LLC | 595 | $204.4K | 0.05% | +595 | New |
| Institute for Wealth Management, LLC. | 595 | $204.3K | 0.02% | +595 | New |
| Osterweis Capital Management Inc | 594 | $203.9K | 0.01% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 591 | $202.8K | 0.06% | −51−7.9% | Reduced |
| TSG Advice Partners, LLC | 591 | $202.8K | 0.03% | +591 | New |
| Allegiance Financial Group Advisory Services LLC | 590 | $202.5K | 0.04% | +590 | New |
| Delta Financial Advisors LLC | 589 | $202.3K | 0.05% | +589 | New |
| Caldwell Sutter Capital, Inc. | 589 | $202.2K | 0.08% | −11−1.8% | Reduced |
| Falcon Wealth Planning | 588 | $201.7K | 0.01% | −87−12.9% | Reduced |
| Greenline Wealth Management LLC | 585 | $200.8K | 0.23% | +133+29.4% | Added |
| Root Financial Partners, LLC | 584 | $200.4K | 0.01% | +22+3.9% | Added |
| McAdam, LLC | 583 | $200.2K | 0.01% | +583 | New |
| Independent Wealth Network Inc. | 583 | $200.1K | 0.06% | −48−7.6% | Reduced |
| Owl Creek Wealth Partners LLC | 573 | $196.7K | 0.07% | +573 | New |
| Quent Capital, LLC | 558 | $191.6K | 0.01% | +82+17.2% | Added |
