| Highland Private Wealth Management | 616 | $286.0K | 0.04% | +23+3.9% | Added |
| Wealth Dimensions Group, Ltd. | 609 | $282.0K | 0.14% | 00.0% | Unchanged |
| Avestar Capital, LLC | 606 | $281.0K | 0.05% | +606 | New |
| Pinnacle Financial Partners Inc | 603 | $280.0K | 0.01% | −1−0.2% | Reduced |
| KCS Wealth Advisory | 601 | $279.0K | 0.11% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 600 | $278.0K | 0.02% | −524−46.6% | Reduced |
| Bard Financial Services, Inc. | 600 | $278.0K | 0.02% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 600 | $278.0K | 0.04% | +600 | New |
| DuPont Capital Management Corp | 593 | $275.0K | 0.01% | −567−48.9% | Reduced |
| GraniteShares Advisors LLC | 594 | $275.0K | 0.13% | +594 | New |
| Drive Wealth Management, LLC | 589 | $274.0K | 0.24% | +589 | New |
| Pinnacle Associates Ltd | 583 | $270.0K | 0.00% | −25−4.1% | Reduced |
| BLB&B Advisors, LLC | 580 | $269.0K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 575 | $267.0K | 0.06% | −12−2.0% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 576 | $267.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 569 | $264.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 569 | $264.0K | 0.01% | +7+1.2% | Added |
| Perigon Wealth Management, LLC | 564 | $262.0K | 0.02% | +564 | New |
| Hexagon Capital Partners LLC | 558 | $259.0K | 0.07% | −2−0.4% | Reduced |
| Visionary Wealth Advisors | 559 | $259.0K | 0.02% | +559 | New |
| E Fund Management Co., Ltd. | 549 | $255.0K | 0.01% | −51−8.5% | Reduced |
| Exencial Wealth Advisors, LLC | 549 | $255.0K | 0.01% | −7−1.3% | Reduced |
| B. Riley Wealth Management, Inc. | 546 | $253.0K | 0.02% | +26+5.0% | Added |
| Evergreen Capital Management LLC | 544 | $252.0K | 0.01% | +544 | New |
| Asset Dedication, LLC | 542 | $251.0K | 0.03% | 00.0% | Unchanged |
| Twinbeech Capital LP | 541 | $251.0K | 0.01% | +541 | New |
| FDx Advisors, Inc. | 535 | $248.0K | 0.01% | +535 | New |
| Jump Financial, LLC | 534 | $248.0K | 0.02% | +534 | New |
| Lindbrook Capital, LLC | 532 | $247.0K | 0.04% | +299+128.3% | Added |
| Radnor Capital Management, LLC | 530 | $246.0K | 0.06% | +530 | New |
| 6 Meridian | 528 | $245.0K | 0.02% | +3+0.6% | Added |
| Simplify Asset Management Inc. | 528 | $245.0K | 0.03% | +528 | New |
| Ballast, Inc. | 526 | $243.0K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 524 | $243.0K | 0.01% | +524 | New |
| Haverford Trust Co | 522 | $242.0K | 0.00% | +522 | New |
| Wall Street Access Asset Management, LLC | 520 | $241.0K | 0.13% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 517 | $240.0K | 0.01% | +517 | New |
| Crawford Investment Counsel Inc | 513 | $238.0K | 0.00% | −15−2.8% | Reduced |
| XR Securities LLC | 508 | $236.0K | 0.03% | +508 | New |
| Buckingham Strategic Wealth, LLC | 508 | $236.0K | 0.00% | +508 | New |
| Rockland Trust Co | 504 | $234.0K | 0.01% | +504 | New |
| ProVise Management Group, LLC | 505 | $234.0K | 0.02% | +505 | New |
| American Trust | 505 | $234.0K | 0.02% | +505 | New |
| Mount Vernon Associates Inc | 500 | $232.0K | 0.20% | +500 | New |
| Donaldson Capital Management, LLC | 497 | $231.0K | 0.01% | +497 | New |
| Transcend Wealth Collective, LLC | 496 | $230.0K | 0.02% | +5+1.0% | Added |
| Everett Harris & Co | 490 | $227.0K | 0.00% | +490 | New |
| Convergence Investment Partners, LLC | 489 | $227.0K | 0.12% | +489 | New |
| Avantax Advisory Services, Inc. | 482 | $224.0K | 0.00% | +482 | New |
| Capital City Trust Co | 480 | $223.0K | 0.06% | +480 | New |
| Westbourne Investment Advisors, Inc. | 480 | $223.0K | 0.09% | +480 | New |
| Financial Council Asset Management Inc | 478 | $222.0K | 0.27% | +478 | New |
| Fort Washington Investment Advisors Inc | 476 | $221.0K | 0.00% | +476 | New |
| Personal Capital Advisors Corp | 476 | $220.0K | 0.00% | +476 | New |
| Dixon Hubard Feinour & Brown Inc | 472 | $219.0K | 0.02% | +472 | New |
| American State Bank (Iowa) | 472 | $218.9K | 0.15% | 00.0% | Unchanged |
| CWM, LLC | 471 | $218.0K | 0.00% | +471 | New |
| Valeo Financial Advisors, LLC | 469 | $218.0K | 0.01% | +469 | New |
| Canvas Wealth Advisors, LLC | 470 | $218.0K | 0.08% | +470 | New |
| Psagot Value Holdings Ltd. / (Israel) | 470 | $218.0K | 0.04% | +470 | New |
| MAI Capital Management | 454 | $211.0K | 0.00% | +454 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 455 | $211.0K | 0.03% | +455 | New |
| Boston Common Asset Management, LLC | 451 | $209.0K | 0.01% | +451 | New |
| Bremer Bank National Association | 448 | $208.0K | 0.03% | +448 | New |
| CoreCap Advisors, LLC | 447 | $207.0K | 0.01% | +447 | New |
| Bank Hapoalim BM | 437 | $203.0K | 0.02% | +437 | New |
| Certified Advisory Corp | 437 | $203.0K | 0.04% | +437 | New |
| Curran Financial Partners, LLC | 434 | $201.0K | 0.09% | +434 | New |
| Sierra Capital LLC | 432 | $200.0K | 0.03% | +15+3.6% | Added |
| Mascoma Wealth Management LLC | 430 | $199.0K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 425 | $197.0K | 0.01% | +425 | New |
| Acropolis Investment Management, LLC | 404 | $187.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $186.0K | 0.36% | +400 | New |
| Tobam | 366 | $170.0K | 0.01% | −86−19.0% | Reduced |
| Geneos Wealth Management Inc. | 366 | $169.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 360 | $167.0K | 0.04% | +360 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $164.0K | 0.01% | +350+7,000.0% | Added |
| Fortitude Advisory Group L.L.C. | 351 | $163.0K | 0.08% | +351 | New |
| Sutton Wealth Advisors Inc. | 348 | $161.4K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 348 | $161.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 345 | $160.0K | 0.01% | +5+1.5% | Added |
| EverSource Wealth Advisors, LLC | 343 | $160.0K | 0.04% | +343 | New |
| SBK Financial, Inc. | 340 | $158.0K | 0.13% | +340 | New |
| Retirement Planning Co of New England, Inc. | 337 | $156.0K | 0.08% | +337 | New |
| Charter Oak Capital Management, LLC | 331 | $154.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $153.0K | 0.03% | +329 | New |
| First Financial Corp | 320 | $148.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Vermont | 317 | $147.0K | 0.01% | +317 | New |
| Cambridge Trust Co | 314 | $146.0K | 0.00% | +314 | New |
| Harbour Investments, Inc. | 298 | $138.0K | 0.01% | −1,012−77.3% | Reduced |
| West Paces Advisors Inc. | 289 | $134.1K | 0.04% | −120−29.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 281 | $131.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 277 | $128.0K | 0.00% | −17−5.8% | Reduced |
| Credit Agricole S A | 275 | $128.0K | 0.00% | +235+587.5% | Added |
| Washington Trust Advisors, Inc. | 264 | $123.0K | 0.01% | +264 | New |
| Proequities, Inc. | 263 | $122.0K | 0.01% | +1+0.4% | Added |
| TCI Wealth Advisors, Inc. | 261 | $121.0K | 0.02% | +18+7.4% | Added |
| Smithfield Trust Co | 260 | $120.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 258 | $120.0K | 0.01% | +29+12.7% | Added |
| Glassman Wealth Services | 252 | $117.0K | 0.02% | +24+10.5% | Added |
