| Eudaimonia Partners, LLC | 1,044 | $277.0K | 0.07% | −30−2.8% | Reduced |
| Catalyst Financial Partners LLC | 1,037 | $275.2K | 0.14% | +1,037 | New |
| Encompass Wealth Advisors, LLC | 1,035 | $274.6K | 0.10% | +1,035 | New |
| Resonant Capital Advisors, LLC | 1,033 | $274.1K | 0.03% | +1,033 | New |
| Advisors Capital Management, LLC | 1,034 | $274.0K | 0.01% | −7−0.7% | Reduced |
| Lindbrook Capital, LLC | 1,029 | $273.0K | 0.03% | −913−47.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $273.0K | 0.01% | +1,029 | New |
| Symmetry Peak Management LLC | 1,027 | $272.5K | 1.08% | +1,027 | New |
| Mayflower Financial Advisors, LLC | 1,026 | $272.2K | 0.04% | +1,026 | New |
| WESPAC Advisors SoCal, LLC | 1,025 | $272.0K | 0.10% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,014 | $269.1K | 0.53% | −135−11.7% | Reduced |
| Souders Financial Advisors | 1,012 | $268.5K | 0.06% | +1,012 | New |
| Palisade Asset Management, LLC | 1,009 | $267.7K | 0.03% | +1,009 | New |
| Hendershot Investments Inc. | 1,006 | $266.9K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,004 | $266.4K | 0.03% | +1,004 | New |
| Hilltop Holdings Inc. | 1,004 | $266.4K | 0.03% | −3,078−75.4% | Reduced |
| Accredited Investors Inc. | 1,003 | $266.1K | 0.02% | +1,003 | New |
| Dearborn Partners LLC | 1,001 | $265.6K | 0.01% | −91−8.3% | Reduced |
| AdvisorNet Financial, Inc | 1,001 | $265.6K | 0.03% | +420+72.3% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $265.4K | 0.11% | +1,000 | New |
| Alta Advisers Ltd | 1,000 | $265.0K | 0.16% | 00.0% | Unchanged |
| Westwood Management Corp | 1,000 | $265.0K | 0.04% | +1,000 | New |
| AIMZ Investment Advisors, LLC | 990 | $263.0K | 0.12% | +990 | New |
| Diversified, LLC | 984 | $261.1K | 0.10% | +984 | New |
| 9258 Wealth Management, LLC | 982 | $260.6K | 0.06% | +982 | New |
| Silvia McColl Wealth Management, LLC | 977 | $259.2K | 0.25% | +977 | New |
| Ferguson Wellman Capital Management, Inc | 977 | $259.0K | 0.01% | +977 | New |
| TCI Wealth Advisors, Inc. | 974 | $258.5K | 0.04% | +134+16.0% | Added |
| McKinley Carter Wealth Services, Inc. | 972 | $257.9K | 0.02% | +972 | New |
| Legacy Financial Advisors, Inc. | 971 | $257.7K | 0.06% | +971 | New |
| New Hampshire Trust | 971 | $257.7K | 0.07% | +971 | New |
| Clifford Group, LLC | 969 | $257.1K | 0.32% | +969 | New |
| Kovack Advisors, Inc. | 967 | $256.6K | 0.04% | −390−28.7% | Reduced |
| LexAurum Advisors, LLC | 967 | $256.6K | 0.09% | +967 | New |
| Guyasuta Investment Advisors Inc | 963 | $255.5K | 0.02% | +963 | New |
| Kavar Capital Partners Group, LLC | 955 | $253.4K | 0.06% | +955 | New |
| ZWJ Investment Counsel Inc | 952 | $252.6K | 0.01% | +952 | New |
| American State Bank (Iowa) | 950 | $252.1K | 0.19% | +500+111.1% | Added |
| Sanford Advisory Services, LLC | 950 | $252.1K | 0.06% | +950 | New |
| Acropolis Investment Management, LLC | 949 | $251.8K | 0.02% | +4+0.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 949 | $251.7K | 0.02% | +949 | New |
| Ipswich Investment Management Co., Inc. | 945 | $250.8K | 0.07% | +945 | New |
| Ullmann Financial Group, Inc. | 945 | $250.8K | 0.06% | +945 | New |
| Texas Capital Bank Wealth Management Services Inc | 939 | $249.2K | 0.03% | −270−22.3% | Reduced |
| Greytown Advisors Inc. | 932 | $247.3K | 0.13% | +932 | New |
| MONECO Advisors, LLC | 931 | $247.0K | 0.09% | +931 | New |
| Inspire Advisors, LLC | 930 | $246.8K | 0.06% | +930 | New |
| 44 Wealth Management LLC | 929 | $246.5K | 0.09% | +929 | New |
| Finer Wealth Management, Inc. | 919 | $243.9K | 0.23% | +919 | New |
| Marcum Wealth, LLC | 918 | $243.6K | 0.03% | −391−29.9% | Reduced |
| True North Advisors, LLC | 911 | $241.6K | 0.08% | +911 | New |
| Pinebridge Investments, L.P. | 910 | $241.5K | 0.00% | −21,897−96.0% | Reduced |
| Capital Financial Planning, LLC | 909 | $241.2K | 0.10% | +909 | New |
| Baron Silver Stevens Financial Advisors, LLC | 909 | $241.2K | 0.06% | +909 | New |
| Farmers & Merchants Trust Co of Long Beach | 906 | $240.4K | 0.07% | +906 | New |
| Rosenblum Silverman Sutton S F Inc | 900 | $239.0K | 0.09% | +900 | New |
| Visionary Wealth Advisors | 901 | $239.0K | 0.02% | +901 | New |
| Northstar Asset Management LLC | 900 | $238.8K | 0.08% | +900 | New |
| Yorktown Management & Research Co Inc | 900 | $238.8K | 0.29% | +900 | New |
| Parkside Investments, LLC | 900 | $238.8K | 0.05% | +900 | New |
| Cross Staff Investments Inc | 900 | $238.8K | 0.25% | +900 | New |
| Sherbrooke Park Advisers LLC | 900 | $238.8K | 0.17% | +900 | New |
| Cowen and Company, LLC | 894 | $237.2K | 0.03% | −1,494−62.6% | Reduced |
| Quent Capital, LLC | 888 | $235.6K | 0.04% | +381+75.1% | Added |
| LVW Advisors, LLC | 888 | $235.6K | 0.05% | +888 | New |
| UMA Financial Services, Inc. | 909 | $234.5K | 0.06% | +909 | New |
| United Capital Management of KS, Inc. | 882 | $234.0K | 0.10% | +882 | New |
| Fortitude Advisory Group L.L.C. | 881 | $233.8K | 0.20% | +881 | New |
| Sonora Investment Management Group, LLC | 880 | $233.5K | 0.02% | +880 | New |
| Cobblestone Capital Advisors LLC | 876 | $232.4K | 0.02% | +876 | New |
| Moloney Securities Asset Management, LLC | 869 | $230.6K | 0.05% | −1,000−53.5% | Reduced |
| Southern Capital Advisors, LLC | 867 | $230.1K | 0.18% | +867 | New |
| Pachira Investments Inc. | 866 | $230.0K | 1.16% | +866 | New |
| Goepper Burkhardt LLC | 864 | $229.3K | 0.16% | +864 | New |
| Glassy Mountain Advisors, Inc. | 863 | $229.0K | 0.13% | +863 | New |
| Evercore Wealth Management, LLC | 861 | $228.5K | 0.00% | +861 | New |
| Valmark Advisers, Inc. | 859 | $227.9K | 0.01% | +859 | New |
| Mutual Advisors, LLC | 859 | $227.9K | 0.01% | +859 | New |
| Ulland Investment Advisors, LLC | 856 | $227.0K | 0.27% | −1,025−54.5% | Reduced |
| Clare Market Investments LLC | 854 | $226.6K | 0.11% | +854 | New |
| David Loasby | 871 | $226.4K | 0.03% | +871 | New |
| Sustainable Insight Capital Management, LLC | 853 | $226.3K | 0.26% | +853 | New |
| Cable Hill Partners, LLC | 847 | $224.8K | 0.04% | +847 | New |
| First Affirmative Financial Network | 844 | $223.9K | 0.27% | +844 | New |
| Winton Group Ltd | 837 | $222.1K | 0.01% | +837 | New |
| Investment Partners, Ltd. | 830 | $220.2K | 0.12% | −1,101−57.0% | Reduced |
| DFPG Investments, LLC | 846 | $219.9K | 0.04% | +846 | New |
| M&G Investment Management Ltd | 825 | $218.6K | 0.00% | +825 | New |
| Smith & Howard Wealth Management, LLC | 822 | $218.1K | 0.08% | +822 | New |
| Tufton Capital Management | 820 | $217.6K | 0.05% | +820 | New |
| Prio Wealth Limited Partnership | 813 | $215.7K | 0.01% | +813 | New |
| ProVise Management Group, LLC | 807 | $214.1K | 0.02% | +807 | New |
| Financial Insights, Inc. | 807 | $214.1K | 0.10% | +807 | New |
| L2 Asset Management, LLC | 801 | $212.5K | 0.14% | +801 | New |
| Oak Harbor Wealth Partners, LLC | 801 | $212.5K | 0.08% | +801 | New |
| Paradigm Asset Management Co LLC | 800 | $212.3K | 0.06% | +800 | New |
| Arnhold LLC | 800 | $212.3K | 0.03% | +800 | New |
| Prime Capital Investment Advisors, LLC | 799 | $212.0K | 0.01% | +799 | New |
| Kingsview Wealth Management, LLC | 797 | $211.5K | 0.01% | +797 | New |
| Journey Advisory Group, LLC | 795 | $211.0K | 0.05% | +795 | New |
