| Cedar Brook Financial Partners, LLC | 634 | $282.7K | 0.07% | −4−0.6% | Reduced |
| Corundum Group, Inc. | 632 | $281.8K | 0.13% | −12−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 632 | $281.8K | 0.04% | +632 | New |
| JJJ Advisors Inc. | 637 | $281.4K | 0.08% | +20+3.2% | Added |
| Somerville Kurt F | 630 | $280.9K | 0.05% | 00.0% | Unchanged |
| Unique Wealth, LLC | 630 | $280.9K | 0.14% | +86+15.8% | Added |
| Manchester Capital Management LLC | 627 | $279.5K | 0.04% | +192+44.1% | Added |
| EverSource Wealth Advisors, LLC | 626 | $279.1K | 0.03% | +78+14.2% | Added |
| Tranquility Partners, LLC | 624 | $278.2K | 0.13% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 622 | $277.2K | 0.01% | −359−36.6% | Reduced |
| Bragg Financial Advisors, Inc | 620 | $276.4K | 0.02% | −175−22.0% | Reduced |
| Sonora Investment Management Group, LLC | 620 | $276.4K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 619 | $276.0K | 0.04% | −3−0.5% | Reduced |
| Financial Architects, Inc | 619 | $276.0K | 0.04% | −102−14.1% | Reduced |
| Catalyst Financial Partners LLC | 618 | $275.5K | 0.12% | +100+19.3% | Added |
| WSFS Capital Management, LLC | 617 | $275.1K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 617 | $275.1K | 0.06% | +41+7.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 622 | $273.8K | 0.07% | +2+0.3% | Added |
| TFB Advisors LLC | 613 | $273.3K | 0.21% | +26+4.4% | Added |
| Nelson Capital Management, LLC | 611 | $272.4K | 0.08% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 611 | $272.4K | 0.20% | +1+0.2% | Added |
| TCTC Holdings, LLC | 609 | $271.5K | 0.01% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 608 | $271.0K | 0.25% | +608 | New |
| U.S. Capital Wealth Advisors, LLC | 606 | $270.2K | 0.01% | +82+15.6% | Added |
| Valtinson Bruner Financial Planning LLC | 605 | $269.7K | 0.15% | 00.0% | Unchanged |
| Concentrum Wealth Management | 604 | $269.3K | 0.20% | −61−9.2% | Reduced |
| Vigilare Wealth Management | 602 | $268.5K | 0.15% | +14+2.4% | Added |
| International Assets Investment Management, LLC | 30,536 | $268.4K | 0.04% | −241−0.8% | Reduced |
| Azzad Asset Management Inc | 601 | $268.0K | 0.04% | −6−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 600 | $267.5K | 0.09% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $267.5K | 0.12% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $267.5K | 0.14% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 600 | $267.5K | 0.07% | +600 | New |
| Chesapeake Wealth Management | 599 | $267.1K | 0.11% | −184−23.5% | Reduced |
| Westwood Management Corp | 600 | $267.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $267.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $267.0K | 0.24% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 595 | $265.3K | 0.09% | −164−21.6% | Reduced |
| Berkshire Bank | 594 | $264.8K | 0.08% | −43−6.8% | Reduced |
| FFT Wealth Management LLC | 587 | $261.7K | 0.03% | 00.0% | Unchanged |
| PFS Investments Inc. | 585 | $261.0K | 0.00% | +41+7.5% | Added |
| Intelligence Driven Advisers, LLC | 594 | $260.9K | 0.05% | −46−7.2% | Reduced |
| RHS Financial, LLC | 585 | $260.8K | 0.20% | −160−21.5% | Reduced |
| Cedar Mountain Advisors, LLC | 580 | $258.7K | 0.08% | +1+0.2% | Added |
| Centaurus Financial, Inc. | 579 | $258.0K | 0.02% | +48+9.0% | Added |
| Wealthcare Advisory Partners LLC | 578 | $257.6K | 0.01% | −14−2.4% | Reduced |
| Eagle Ridge Investment Management | 575 | $256.4K | 0.03% | −1−0.2% | Reduced |
| Vantage Consulting Group Inc | 575 | $256.4K | 0.15% | +4+0.7% | Added |
| Syntax Advisors, LLC | 575 | $256.4K | 0.19% | +4+0.7% | Added |
| Qsemble Capital Management, LP | 575 | $256.4K | 0.17% | +575 | New |
| New England Research & Management, Inc. | 575 | $256.0K | 0.15% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 570 | $254.1K | 0.08% | −455−44.4% | Reduced |
| LGT Fund Management Co Ltd. | 570 | $254.1K | 0.11% | +570 | New |
| Clarus Wealth Advisors | 564 | $252.1K | 0.16% | −52−8.4% | Reduced |
| World Equity Group, Inc. | 7,426 | $251.8K | 0.04% | +7,426 | New |
| Drive Wealth Management, LLC | 563 | $250.9K | 0.11% | +563 | New |
| Sage Mountain Advisors LLC | 562 | $250.6K | 0.04% | +562 | New |
| High Falls Advisors, Inc | 562 | $250.4K | 0.07% | +26+4.9% | Added |
| Gradient Capital Advisors, LLC | 560 | $249.7K | 0.11% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 560 | $249.7K | 0.14% | +3+0.5% | Added |
| Capital Advisors, Ltd. LLC | 554 | $247.0K | 0.04% | 00.0% | Unchanged |
| Peterson Wealth Management | 553 | $246.5K | 0.24% | 00.0% | Unchanged |
| Jacobsen Capital Management | 551 | $245.7K | 0.13% | −1,026−65.1% | Reduced |
| Morningstar Investment Services LLC | 559 | $244.0K | 0.00% | +559 | New |
| Column Capital Advisors, LLC | 546 | $243.4K | 0.04% | −167−23.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 545 | $243.0K | 0.06% | +545 | New |
| Michael B. Yongue | 545 | $243.0K | 0.23% | +545 | New |
| Ameritas Advisory Services, LLC | 543 | $241.8K | 0.01% | +6+1.1% | Added |
| Goldstein Advisors, LLC | 542 | $241.4K | 0.05% | +542 | New |
| Diversified Portfolios, Inc. | 540 | $240.7K | 0.05% | −70−11.5% | Reduced |
| Vise Technologies, Inc. | 538 | $240.0K | 0.06% | +538 | New |
| Crescent Sterling, Ltd. | 531 | $236.7K | 0.23% | +531 | New |
| Keating Investment Counselors Inc | 530 | $236.3K | 0.09% | +530 | New |
| Fortitude Advisory Group L.L.C. | 530 | $236.3K | 0.18% | +530 | New |
| Freestone Capital Holdings, LLC | 526 | $234.5K | 0.01% | −32−5.7% | Reduced |
| KFG Wealth Management, LLC | 527 | $232.8K | 0.16% | +527 | New |
| Natixis Investment Managers International | 522 | $232.7K | 0.02% | −200−27.7% | Reduced |
| Point72 Middle East FZE | 520 | $231.8K | 0.01% | −136−20.7% | Reduced |
| XML Financial, LLC | 520 | $231.8K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 511 | $227.8K | 0.01% | +511 | New |
| Colonial Trust Co | 510 | $227.4K | 0.06% | −2−0.4% | Reduced |
| Sage Rhino Capital LLC | 505 | $225.1K | 0.07% | +505 | New |
| Baker Avenue Asset Management, LP | 503 | $224.1K | 0.01% | +60+13.5% | Added |
| Carr Financial Group Corp | 501 | $223.4K | 0.10% | +501 | New |
| Blackston Financial Advisory Group, LLC | 500 | $223.0K | 0.17% | +500 | New |
| Reinhart Partners, Inc. | 500 | $222.9K | 0.01% | +500 | New |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $222.9K | 0.02% | +500 | New |
| Mechanics Bank Trust Department | 500 | $222.9K | 0.04% | +500 | New |
| Inscription Capital, LLC | 500 | $222.9K | 0.06% | +500 | New |
| Eagle Strategies LLC | 498 | $222.2K | 0.06% | +498 | New |
| Hollencrest Capital Management | 497 | $221.7K | 0.02% | +468+1,613.8% | Added |
| Sandhill Capital Partners LLC | 497 | $221.6K | 0.02% | +497 | New |
| Wade Financial Advisory, Inc | 497 | $221.6K | 0.09% | +497 | New |
| Echo45 Advisors LLC | 496 | $221.1K | 0.18% | −30−5.7% | Reduced |
| West Coast Financial LLC | 495 | $220.8K | 0.03% | +495 | New |
| Synergy Financial Group, LTD | 495 | $220.7K | 0.36% | −63−11.3% | Reduced |
| Concorde Asset Management, LLC | 495 | $220.7K | 0.26% | −592−54.5% | Reduced |
| Independent Financial Group, LLC | 494 | $220.2K | 0.02% | +494 | New |
| 180 Wealth Advisors, LLC | 493 | $219.8K | 0.05% | +493 | New |
| Rosenberg Matthew Hamilton | 490 | $218.6K | 0.07% | 00.0% | Unchanged |
