| Diversified Portfolios, Inc. | 558 | $215.3K | 0.03% | +558 | New |
| Ables, Iannone, Moore & Associates, Inc. | 558 | $215.3K | 0.16% | +558 | New |
| Mezzasalma Advisors, LLC | 554 | $213.7K | 0.12% | +554 | New |
| TFC Financial Management | 554 | $213.5K | 0.04% | −79−12.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 552 | $212.9K | 0.05% | +552 | New |
| Bailard, Inc. | 550 | $212.2K | 0.01% | +550 | New |
| Tanager Wealth Management LLP | 549 | $211.8K | 0.04% | +549 | New |
| KRS Capital Management, LLC | 547 | $211.0K | 0.20% | +547 | New |
| Northside Capital Management, LLC | 547 | $210.8K | 0.07% | +547 | New |
| Howe & Rusling Inc | 546 | $210.6K | 0.02% | +546 | New |
| Blueshift Asset Management, LLC | 545 | $210.2K | 0.11% | −656−54.6% | Reduced |
| Flagship Private Wealth, LLC | 545 | $210.1K | 0.16% | +545 | New |
| Family Firm, Inc. | 543 | $209.6K | 0.05% | +543 | New |
| Lyell Wealth Management, LP | 541 | $208.7K | 0.02% | +541 | New |
| Sonora Investment Management Group, LLC | 539 | $207.9K | 0.02% | +539 | New |
| Weaver Consulting Group | 539 | $207.9K | 0.08% | +539 | New |
| SRS Capital Advisors, Inc. | 538 | $207.4K | 0.02% | −5−0.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 537 | $207.3K | 0.04% | +537 | New |
| Covenant Asset Management, LLC | 537 | $207.2K | 0.06% | +537 | New |
| Chicago Capital, LLC | 537 | $207.2K | 0.01% | +537 | New |
| Alpha Cubed Investments, LLC | 535 | $206.4K | 0.01% | +535 | New |
| First Foundation Advisors | 534 | $206.0K | 0.01% | −2,277−81.0% | Reduced |
| AXS Investments LLC | 534 | $206.0K | 0.05% | −52−8.9% | Reduced |
| Cheviot Value Management, LLC | 533 | $205.6K | 0.04% | +533 | New |
| S. R. Schill & Associates | 533 | $205.6K | 0.09% | +533 | New |
| Thrive Capital Management, LLC | 533 | $205.6K | 0.11% | +533 | New |
| Eads & Heald Wealth Management | 531 | $205.0K | 0.10% | +531 | New |
| Great Diamond Partners, LLC | 528 | $203.7K | 0.05% | +528 | New |
| Successful Portfolios LLC | 527 | $203.3K | 0.15% | +527 | New |
| United Advisor Group, LLC | 7,246 | $202.9K | 0.24% | +7,246 | New |
| Knightsbridge Asset Management, LLC | 525 | $202.4K | 0.06% | +525 | New |
| Rise Advisors, LLC | 525 | $202.4K | 0.14% | +138+35.7% | Added |
| Eudaimonia Partners, LLC | 524 | $202.1K | 0.05% | −360−40.7% | Reduced |
| Act Wealth Management, LLC | 523 | $201.6K | 0.11% | +523 | New |
| Northwest Quadrant Wealth Management, LLC | 522 | $201.4K | 0.05% | +522 | New |
| Wealthcare Capital Management LLC | 522 | $201.4K | 0.02% | +522 | New |
| Redmont Wealth Advisors LLC | 520 | $200.7K | 0.29% | +520 | New |
| First National Bank of Omaha | 520 | $200.6K | 0.01% | +520 | New |
| Twin Lakes Capital Management, LLC | 519 | $200.3K | 0.14% | +2+0.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 516 | $199.1K | 0.06% | +516 | New |
| GHP Investment Advisors, Inc. | 510 | $196.7K | 0.01% | −77−13.1% | Reduced |
| Larson Financial Group LLC | 501 | $193.4K | 0.02% | −28−5.3% | Reduced |
| Gs Investments, Inc. | 500 | $192.9K | 0.10% | 00.0% | Unchanged |
| AJOVista, LLC | 489 | $188.6K | 0.24% | +489 | New |
| Newton One Investments LLC | 488 | $188.2K | 0.09% | −156−24.2% | Reduced |
| Atlas Capital Advisors LLC | 484 | $186.7K | 0.03% | −225−31.7% | Reduced |
| Tyler-Stone Wealth Management | 481 | $185.6K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 477 | $184.0K | 0.09% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 470 | $181.3K | 0.10% | −60−11.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 463 | $178.4K | 0.10% | +2+0.4% | Added |
| Armstrong Advisory Group, Inc | 426 | $164.3K | 0.02% | −12−2.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 421 | $162.4K | 0.07% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 419 | $161.8K | 0.04% | +419 | New |
| Planning Capital Management Corp | 415 | $160.1K | 0.13% | +415 | New |
| Addison Advisors LLC | 414 | $159.7K | 0.06% | +29+7.5% | Added |
| Laurel Wealth Advisors LLC | 411 | $158.4K | 0.03% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 410 | $158.0K | 0.00% | −50−10.9% | Reduced |
| Indiana Trust & Investment Management CO | 409 | $157.8K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 407 | $157.0K | 0.03% | −220−35.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 408 | $157.0K | 0.05% | 00.0% | Unchanged |
| Naples Money Management LLC | 402 | $155.1K | 0.15% | +402 | New |
| Nemes Rush Group LLC | 396 | $152.8K | 0.02% | +6+1.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 394 | $152.0K | 0.06% | +394 | New |
| Mendota Financial Group, LLC | 385 | $148.5K | 0.12% | 00.0% | Unchanged |
| HM Payson & Co | 382 | $147.3K | 0.00% | +30+8.5% | Added |
| Atticus Wealth Management, LLC | 380 | $146.6K | 0.05% | +30+8.6% | Added |
| Highlander Capital Management, LLC | 380 | $146.6K | 0.05% | +80+26.7% | Added |
| Vima LLC | 376 | $145.1K | 0.33% | +376 | New |
| Baystate Wealth Management LLC | 372 | $143.5K | 0.01% | −3−0.8% | Reduced |
| O'Dell Group, LLC | 365 | $140.8K | 0.04% | +365 | New |
| Spartan Planning & Wealth Management | 360 | $138.9K | 0.15% | +360 | New |
| PSI Advisors, LLC | 340 | $130.9K | 0.05% | +1+0.3% | Added |
| Hobbs Group Advisors, LLC | 337 | $130.0K | 0.06% | +337 | New |
| Sugarloaf Wealth Management, LLC | 334 | $128.7K | 0.03% | +75+29.0% | Added |
| Miller Wealth Advisors, LLC | 332 | $128.1K | 0.08% | −10−2.9% | Reduced |
| Barrett & Company, Inc. | 332 | $128.0K | 0.07% | +1+0.3% | Added |
| Y.D. More Investments Ltd | 325 | $125.4K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 323 | $124.6K | 0.08% | −413−56.1% | Reduced |
| Trust Co | 322 | $124.2K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 322 | $124.2K | 0.12% | +322 | New |
| Silvant Capital Management LLC | 321 | $123.8K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 315 | $121.6K | 0.15% | +300+2,000.0% | Added |
| Garde Capital, Inc. | 313 | $121.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 311 | $120.0K | 0.06% | −225−42.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 311 | $120.0K | 0.02% | −42−11.9% | Reduced |
| ZRC Wealth Management, LLC | 369 | $119.4K | 0.07% | +335+985.3% | Added |
| Cape Investment Advisory, Inc. | 307 | $118.4K | 0.06% | +1+0.3% | Added |
| American National Bank | 307 | $118.4K | 0.02% | −84−21.5% | Reduced |
| Perritt Capital Management Inc | 302 | $116.6K | 0.07% | +2+0.7% | Added |
| Founders Capital Management | 302 | $116.5K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 300 | $116.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 301 | $116.0K | 0.02% | +38+14.4% | Added |
| Cranbrook Wealth Management, LLC | 300 | $115.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 294 | $113.0K | 0.02% | +20+7.3% | Added |
| Wolff Wiese Magana LLC | 292 | $112.6K | 0.11% | −72−19.8% | Reduced |
| Orion Capital Management LLC | 290 | $111.9K | 0.07% | +3+1.0% | Added |
| Johnson Financial Group, Inc. | 286 | $110.3K | 0.01% | +167+140.3% | Added |
| Webster Bank, N. A. | 271 | $104.5K | 0.01% | +125+85.6% | Added |
| Jones Financial Companies LLLP | 270 | $104.0K | 0.00% | +67+33.0% | Added |
| Carolinas Wealth Consulting LLC | 269 | $103.8K | 0.02% | 00.0% | Unchanged |
