| Willis Johnson & Associates, Inc. | 474 | $234.7K | 0.02% | −19−3.9% | Reduced |
| Meridian Wealth Advisors, LLC | 473 | $234.2K | 0.04% | +473 | New |
| Beacon Investment Advisory Services, Inc. | 472 | $233.6K | 0.01% | +472 | New |
| WBH Advisory Inc | 471 | $233.2K | 0.02% | +1+0.2% | Added |
| Neumann Capital Management, LLC | 470 | $232.7K | 0.08% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 470 | $232.7K | 0.10% | 00.0% | Unchanged |
| Ledyard National Bank | 470 | $232.7K | 0.02% | +470 | New |
| ING Groep NV | 469 | $232.2K | 0.00% | −9,415−95.3% | Reduced |
| Webster Bank, N. A. | 469 | $232.2K | 0.02% | 00.0% | Unchanged |
| David Loasby | 476 | $231.4K | 0.02% | +20+4.4% | Added |
| Armstrong Advisory Group, Inc | 467 | $231.2K | 0.02% | +23+5.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 467 | $231.1K | 0.11% | +2+0.4% | Added |
| Interchange Capital Partners, LLC | 466 | $230.9K | 0.08% | +2+0.4% | Added |
| Addison Advisors LLC | 466 | $230.7K | 0.06% | −9−1.9% | Reduced |
| Bristlecone Advisors, LLC | 466 | $230.7K | 0.02% | +21+4.7% | Added |
| Benin Management CORP | 464 | $229.6K | 0.06% | −2−0.4% | Reduced |
| Select Asset Management & Trust | 462 | $229.0K | 0.08% | −5−1.1% | Reduced |
| 1492 Capital Management LLC | 462 | $228.7K | 0.11% | +1+0.2% | Added |
| Westmount Partners, LLC | 461 | $228.1K | 0.07% | +1+0.2% | Added |
| Tudor Financial Inc. | 460 | $227.8K | 0.14% | +460 | New |
| McNamara Financial Services, Inc. | 460 | $227.8K | 0.04% | +460 | New |
| BIP Wealth, LLC | 459 | $227.3K | 0.02% | +459 | New |
| Susquehanna International Group Ltd. | 459 | $227.3K | 0.05% | +459 | New |
| Redhawk Wealth Advisors, Inc. | 457 | $226.4K | 0.03% | +457 | New |
| Atlas Brown,Inc. | 457 | $226.3K | 0.08% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 454 | $224.8K | 0.02% | −7−1.5% | Reduced |
| E Fund Management Co., Ltd. | 454 | $224.8K | 0.01% | −30−6.2% | Reduced |
| Falcon Wealth Planning | 454 | $224.6K | 0.03% | +454 | New |
| Talisman Wealth Advisors LLC | 449 | $223.7K | 0.24% | +449 | New |
| Bright Futures Wealth Management, LLC. | 426 | $223.4K | 0.11% | +426 | New |
| Tandem Capital Management Corp | 451 | $223.3K | 0.12% | −60−11.7% | Reduced |
| Rezny Wealth Management, Inc. | 451 | $223.3K | 0.06% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 450 | $223.0K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 449 | $222.8K | 0.01% | +6+1.4% | Added |
| Lifestyle Asset Management, Inc. | 450 | $222.8K | 0.12% | −23−4.9% | Reduced |
| Dempze Nancy E | 450 | $222.8K | 0.12% | +450 | New |
| CIC Wealth, LLC | 449 | $222.3K | 0.06% | 00.0% | Unchanged |
| Lansing Street Advisors | 449 | $222.3K | 0.08% | +1+0.2% | Added |
| Eagle Bluffs Wealth Management LLC | 448 | $221.8K | 0.12% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 447 | $221.3K | 0.10% | +447 | New |
| Intrust Bank NA | 446 | $220.8K | 0.02% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 445 | $220.3K | 0.42% | 00.0% | Unchanged |
| Univest Financial Corp | 445 | $220.3K | 0.01% | +445 | New |
| BluePath Capital Management, LLC | 443 | $219.6K | 0.14% | +443 | New |
| Bailard, Inc. | 443 | $219.3K | 0.01% | −79−15.1% | Reduced |
| Successful Portfolios LLC | 443 | $219.3K | 0.15% | −10−2.2% | Reduced |
| Omnia Family Wealth, LLC | 443 | $219.1K | 0.09% | +443 | New |
| Hunter Associates Investment Management LLC | 440 | $218.0K | 0.03% | +440 | New |
| Aspen Grove Capital, LLC | 439 | $217.7K | 0.05% | −16−3.5% | Reduced |
| Chesley Taft & Associates LLC | 435 | $215.4K | 0.01% | +435 | New |
| Boltwood Capital Management | 435 | $215.4K | 0.06% | +435 | New |
| WealthBridge Capital Management, LLC | 435 | $215.4K | 0.06% | +435 | New |
| SFG Wealth Management, LLC. | 435 | $215.4K | 0.11% | +435 | New |
| Marino, Stram & Associates LLC | 431 | $213.4K | 0.05% | +431 | New |
| SC&H Financial Advisors, Inc. | 431 | $213.4K | 0.05% | +431 | New |
| Wealth Effects LLC | 430 | $212.9K | 0.07% | −70−14.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 429 | $212.5K | 0.01% | +429 | New |
| Sterling Investment Counsel, LLC | 428 | $211.9K | 0.08% | +428 | New |
| Oder Investment Management, LLC | 427 | $211.6K | 0.18% | +427 | New |
| Werba Rubin Papier Wealth Management | 425 | $210.7K | 0.05% | +425 | New |
| Pinnacle Wealth Management Group, Inc. | 425 | $210.4K | 0.13% | +425 | New |
| Marshall Financial Group LLC | 424 | $209.9K | 0.05% | +424 | New |
| McAdam, LLC | 423 | $209.5K | 0.01% | +423 | New |
| Sheets Smith Wealth Management | 421 | $208.4K | 0.03% | +421 | New |
| Harvey Investment Co LLC | 420 | $208.0K | 0.02% | +420 | New |
| Greenland Capital Management LP | 420 | $207.9K | 0.04% | +420 | New |
| Invst, LLC | 419 | $207.5K | 0.03% | −111−20.9% | Reduced |
| Beckerman Institutional, LLC | 415 | $206.0K | 0.17% | +415 | New |
| Quantbot Technologies LP | 416 | $206.0K | 0.01% | +416 | New |
| Laurel Wealth Advisors LLC | 415 | $205.5K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 412 | $205.4K | 0.02% | −995−70.7% | Reduced |
| Winthrop Advisory Group LLC | 414 | $204.9K | 0.03% | +414 | New |
| Fulcrum Equity Management | 411 | $203.5K | 0.17% | −33−7.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 411 | $203.5K | 0.05% | +411 | New |
| FSM Wealth Advisors, LLC | 410 | $203.0K | 0.05% | +410 | New |
| Crescent Grove Advisors, LLC | 409 | $202.5K | 0.02% | +409 | New |
| City Center Advisors, LLC | 408 | $202.0K | 0.22% | +408 | New |
| D'Orazio & Associates, Inc. | 408 | $202.0K | 0.03% | +408 | New |
| Householder Group Estate & Retirement Specialist, LLC | 408 | $202.0K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 407 | $201.5K | 0.05% | −593−59.3% | Reduced |
| City Holding Co | 407 | $201.5K | 0.03% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 406 | $201.0K | 0.03% | −36−8.1% | Reduced |
| Wallace Capital Management Inc. | 406 | $201.0K | 0.03% | +406 | New |
| Stiles Financial Services Inc | 404 | $200.4K | 0.07% | +404 | New |
| Capital Advisors Inc | 405 | $200.3K | 0.00% | −773−65.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 404 | $200.0K | 0.06% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $198.0K | 0.09% | −800−66.7% | Reduced |
| NBC Securities, Inc. | 398 | $197.0K | 0.02% | −11−2.7% | Reduced |
| Indiana Trust & Investment Management CO | 397 | $196.6K | 0.07% | +5+1.3% | Added |
| Atticus Wealth Management, LLC | 380 | $188.1K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 376 | $186.2K | 0.01% | +19+5.3% | Added |
| Chelsea Counsel Co | 375 | $185.7K | 0.09% | +300+400.0% | Added |
| Gilliland Jeter Wealth Management LLC | 363 | $179.7K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 351 | $174.0K | 0.02% | +10+2.9% | Added |
| J.Safra Asset Management Corp | 345 | $172.0K | 0.02% | +77+28.7% | Added |
| Macroview Investment Management LLC | 345 | $170.9K | 0.17% | +30+9.5% | Added |
| Miller Wealth Advisors, LLC | 322 | $170.3K | 0.09% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 288 | $169.5K | 0.02% | +62+27.4% | Added |
| Acropolis Investment Management, LLC | 342 | $169.3K | 0.01% | +100+41.3% | Added |
| GPS Wealth Strategies Group, LLC | 337 | $166.9K | 0.02% | +26+8.4% | Added |
