| Occidental Asset Management, LLC | 317 | $283.9K | 0.04% | +317 | New |
| Douglas Lane & Associates, LLC | 317 | $283.8K | 0.00% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 316 | $283.1K | 0.06% | +316 | New |
| Harmony Asset Management LLC | 315 | $282.6K | 0.11% | 00.0% | Unchanged |
| 111 Capital | 314 | $281.3K | 0.05% | +314 | New |
| McKinley Carter Wealth Services, Inc. | 311 | $278.6K | 0.02% | +1+0.3% | Added |
| Chicago Trust Co NA | 311 | $278.6K | 0.04% | +311 | New |
| Symphony Financial, Ltd. Co. | 2,075 | $277.9K | 0.04% | +2,075 | New |
| Blueshift Asset Management, LLC | 310 | $277.7K | 0.09% | +310 | New |
| Wormser Freres Gestion | 310 | $277.6K | 0.17% | +2+0.6% | Added |
| Meriwether Wealth & Planning, LLC | 309 | $276.8K | 0.17% | −1−0.3% | Reduced |
| Sound Income Strategies, LLC | 308 | $275.9K | 0.02% | +47+18.0% | Added |
| Welch & Forbes LLC | 307 | $275.0K | 0.00% | −55−15.2% | Reduced |
| Franklin Street Advisors Inc | 305 | $273.0K | 0.02% | −5−1.6% | Reduced |
| SageView Advisory Group, LLC | 294 | $271.5K | 0.01% | −136−31.6% | Reduced |
| Midwest Professional Planners, LTD. | 303 | $271.4K | 0.07% | −1−0.3% | Reduced |
| Kelly Financial Services LLC | 303 | $271.1K | 0.08% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 302 | $270.6K | 0.11% | −3−1.0% | Reduced |
| Paragon Capital Management Ltd | 302 | $270.5K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 302 | $270.5K | 0.00% | +302 | New |
| CSM Advisors, LLC | 302 | $270.0K | 0.01% | +6+2.0% | Added |
| Wall Street Financial Group, Inc. | 301 | $269.6K | 0.24% | +301 | New |
| Lipe & Dalton | 300 | $269.0K | 0.15% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 300 | $268.7K | 0.18% | −75−20.0% | Reduced |
| Private Wealth Partners, LLC | 300 | $268.7K | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 300 | $268.7K | 0.20% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 300 | $268.7K | 0.06% | 00.0% | Unchanged |
| West Tower Group, LLC | 300 | $268.7K | 0.58% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 300 | $268.7K | 0.02% | +300 | New |
| Evoke Wealth, LLC | 300 | $268.5K | 0.01% | −164−35.3% | Reduced |
| Beck Mack & Oliver LLC | 299 | $267.8K | 0.01% | 00.0% | Unchanged |
| Monument Capital Management | 298 | $266.9K | 0.07% | −2−0.7% | Reduced |
| J. Safra Sarasin Holding AG | 298 | $266.9K | 0.00% | +2+0.7% | Added |
| Berkshire Asset Management LLC | 297 | $266.0K | 0.01% | −5−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 297 | $266.0K | 0.02% | +297 | New |
| CFS Investment Advisory Services, LLC | 297 | $266.0K | 0.02% | +297 | New |
| Natural Investments, LLC | 296 | $265.0K | 0.07% | +296 | New |
| PharVision Advisers, LLC | 295 | $264.2K | 0.38% | +295 | New |
| Global Trust Asset Management, LLC | 292 | $261.6K | 0.14% | +22+8.1% | Added |
| Fayez Sarofim & Co | 292 | $261.6K | 0.00% | +292 | New |
| Ledyard National Bank | 292 | $261.6K | 0.02% | +292 | New |
| W.H. Cornerstone Investments Inc. | 291 | $261.0K | 0.17% | +291 | New |
| Lake Hills Wealth Management, LLC | 290 | $259.8K | 0.15% | +290 | New |
| Northeast Financial Consultants Inc | 289 | $259.0K | 0.01% | +289 | New |
| Capital Advisors, Ltd. LLC | 288 | $258.0K | 0.03% | +6+2.1% | Added |
| Cornerstone Wealth Group, LLC | 288 | $258.0K | 0.02% | +288 | New |
| ZRC Wealth Management, LLC | 287 | $257.3K | 0.10% | 00.0% | Unchanged |
| Allstate Corp | 286 | $256.2K | 0.02% | −4,708−94.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 290 | $254.9K | 0.21% | 00.0% | Unchanged |
| Retireful, LLC | 284 | $254.4K | 0.18% | +284 | New |
| KC Investment Advisors, LLC | 283 | $253.5K | 0.09% | −73−20.5% | Reduced |
| Gries Financial LLC | 283 | $253.5K | 0.05% | +283 | New |
| Flaharty Asset Management, LLC | 283 | $253.3K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 281 | $251.7K | 0.05% | −171−37.8% | Reduced |
| Custom Index Systems, LLC | 281 | $251.7K | 0.12% | −27−8.8% | Reduced |
| Orca Wealth Management, LLC | 281 | $251.6K | 0.21% | −53−15.9% | Reduced |
| Knightsbridge Asset Management, LLC | 280 | $250.8K | 0.06% | +280 | New |
| Cookson Peirce & Co Inc | 279 | $249.9K | 0.01% | −1,004−78.3% | Reduced |
| Segment Wealth Management, LLC | 278 | $249.0K | 0.02% | +278 | New |
| Richardson Financial Services Inc. | 277 | $249.0K | 0.17% | +15+5.7% | Added |
| Ullmann Financial Group, Inc. | 277 | $248.1K | 0.03% | +277 | New |
| Van Hulzen Asset Management, LLC | 277 | $248.1K | 0.02% | +277 | New |
| MONECO Advisors, LLC | 274 | $245.8K | 0.02% | −51−15.7% | Reduced |
| Brickley Wealth Management | 274 | $245.4K | 0.05% | +274 | New |
| Boyar Asset Management Inc. | 273 | $244.5K | 0.16% | +273 | New |
| Alpine Woods Capital Investors, LLC | 273 | $244.5K | 0.06% | +273 | New |
| David Loasby | 275 | $243.8K | 0.02% | +275 | New |
| First Financial Corp | 272 | $243.6K | 0.11% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 384 | $242.1K | 0.02% | +1+0.3% | Added |
| BetterWealth, LLC | 268 | $239.8K | 0.06% | −184−40.7% | Reduced |
| Roman Butler Fullerton & Co | 265 | $239.1K | 0.07% | +265 | New |
| Claret Asset Management Corp | 267 | $239.0K | 0.03% | +267 | New |
| OneAscent Wealth Management LLC | 267 | $239.0K | 0.09% | +267 | New |
| Brookstone Capital Management | 267 | $238.8K | 0.00% | +267 | New |
| Cozad Asset Management Inc | 265 | $237.4K | 0.02% | +265 | New |
| Warren Street Wealth Advisors, LLC | 264 | $236.5K | 0.08% | +264 | New |
| Kingswood Wealth Advisors, LLC | 262 | $234.7K | 0.02% | −53−16.8% | Reduced |
| Ashton Thomas Securities, LLC | 261 | $233.8K | 0.06% | +261 | New |
| Wolverine Trading, LLC | 262 | $233.1K | 0.01% | +262 | New |
| Capital Advisors Wealth Management, LLC | 260 | $233.1K | 0.04% | +260 | New |
| Flagship Harbor Advisors, LLC | 260 | $232.9K | 0.01% | +260 | New |
| Simon Quick Advisors, LLC | 260 | $232.9K | 0.01% | −973−78.9% | Reduced |
| Financial Guidance Group, Inc. | 260 | $232.9K | 0.11% | +260 | New |
| Dynamic Wealth Strategies, LLC | 259 | $232.0K | 0.17% | −24−8.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 258 | $231.1K | 0.04% | +258 | New |
| AssuredPartners Investment Advisors, LLC | 258 | $231.1K | 0.06% | −56−17.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 257 | $230.0K | 0.00% | −659−71.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 255 | $228.4K | 0.06% | +25+10.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 253 | $226.6K | 0.27% | +253 | New |
| Bill Few Associates, Inc. | 251 | $224.8K | 0.06% | +251 | New |
| Genesis Private Wealth, LLC | 251 | $224.8K | 0.11% | +251 | New |
| Middleton & Co Inc | 250 | $223.9K | 0.03% | +250 | New |
| Investment Partners, Ltd. | 250 | $223.9K | 0.08% | +250 | New |
| Gilman Hill Asset Management, LLC | 250 | $223.9K | 0.04% | +250 | New |
| Aviso Wealth Management | 250 | $223.9K | 0.10% | +250 | New |
| Agp Franklin, LLC | 250 | $223.9K | 0.12% | +250 | New |
| Kickstand Ventures, LLC. | 249 | $223.4K | 0.05% | +249 | New |
| MCF Advisors LLC | 248 | $222.2K | 0.01% | −3−1.2% | Reduced |
| FSM Wealth Advisors, LLC | 241 | $220.0K | 0.04% | −209−46.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 244 | $218.7K | 0.01% | −245−50.1% | Reduced |
