| Chapman Investment Management, LLC | 944 | $228.0K | 0.12% | +944 | New |
| Versant Capital Management, Inc | 932 | $225.0K | 0.08% | −54−5.5% | Reduced |
| LifeSteps Financial, Inc. | 934 | $225.0K | 0.17% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 935 | $225.0K | 0.05% | +93+11.0% | Added |
| Signature Estate & Investment Advisors LLC | 928 | $224.0K | 0.01% | −5−0.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 928 | $224.0K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 929 | $224.0K | 0.03% | +2+0.2% | Added |
| Blue Edge Capital, LLC | 925 | $223.0K | 0.05% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 924 | $223.0K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 921 | $223.0K | 0.14% | +1+0.1% | Added |
| Independent Wealth Network Inc. | 889 | $223.0K | 0.15% | +889 | New |
| Palladiem, LLC | 917 | $221.0K | 0.18% | −41−4.3% | Reduced |
| SeaBridge Investment Advisors LLC | 917 | $221.0K | 0.07% | +27+3.0% | Added |
| Global Strategic Investment Solutions, LLC | 916 | $220.0K | 0.04% | +916 | New |
| Sawgrass Asset Management LLC | 908 | $219.0K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 910 | $219.0K | 0.12% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 910 | $219.0K | 0.09% | +8+0.9% | Added |
| Sigma Investment Counselors Inc | 901 | $217.0K | 0.02% | −130−12.6% | Reduced |
| Nelson Capital Management, LLC | 901 | $217.0K | 0.04% | −60−6.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 898 | $217.0K | 0.14% | −23−2.5% | Reduced |
| Axiom Financial Strategies, LLC | 901 | $217.0K | 0.10% | +4+0.4% | Added |
| Weaver Consulting Group | 901 | $217.0K | 0.12% | +23+2.6% | Added |
| Grassi Investment Management | 894 | $216.0K | 0.02% | +3+0.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 890 | $215.0K | 0.04% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 892 | $215.0K | 0.15% | +892 | New |
| Klingman & Associates, LLC | 888 | $214.0K | 0.02% | +888 | New |
| Courage Miller Partners, LLC | 883 | $213.0K | 0.09% | −35−3.8% | Reduced |
| Investors Research Corp | 885 | $213.0K | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 883 | $213.0K | 0.04% | +883 | New |
| DSC Advisors, L.P. | 877 | $211.0K | 0.28% | −60−6.4% | Reduced |
| Watchman Group, Inc. | 875 | $211.0K | 0.14% | −28−3.1% | Reduced |
| Provident Wealth Management, LLC | 877 | $211.0K | 0.16% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 869 | $210.0K | 0.12% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 873 | $210.0K | 0.18% | +873 | New |
| Horizon Investment Services, LLC | 867 | $209.0K | 0.10% | −853−49.6% | Reduced |
| Sargent Investment Group, LLC | 868 | $209.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 867 | $209.0K | 0.13% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 868 | $209.0K | 0.18% | +868 | New |
| Cary Street Partner Investment Advisory LLC | 861 | $208.0K | 0.07% | +48+5.9% | Added |
| Paulson Wealth Management Inc. | 861 | $208.0K | 0.10% | +861 | New |
| Arcus Capital Partners, LLC | 858 | $207.0K | 0.08% | −500−36.8% | Reduced |
| AXS Investments LLC | 858 | $207.0K | 0.08% | +858 | New |
| Crescent Grove Advisors, LLC | 853 | $206.0K | 0.02% | −121−12.4% | Reduced |
| American Research & Management Co. | 855 | $206.0K | 0.05% | 00.0% | Unchanged |
| Beck Bode, LLC | 850 | $205.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 845 | $204.0K | 0.13% | +1+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 848 | $204.0K | 0.17% | +848 | New |
| Wells Trecaso Financial Group, LLC | 840 | $203.0K | 0.10% | −50−5.6% | Reduced |
| Aua Capital Management, LLC | 843 | $203.0K | 0.13% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 841 | $203.0K | 0.09% | +841 | New |
| Allegheny Financial Group LTD | 844 | $203.0K | 0.09% | +844 | New |
| Clear Harbor Asset Management, LLC | 836 | $202.0K | 0.02% | +836 | New |
| Madrona Financial Services, LLC | 838 | $202.0K | 0.10% | +838 | New |
| Oberweis Asset Management Inc | 833 | $201.0K | 0.04% | −246−22.8% | Reduced |
| Tortoise Investment Management, LLC | 834 | $201.0K | 0.04% | −33−3.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 800 | $200.0K | 0.10% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 827 | $199.0K | 0.04% | +116+16.3% | Added |
| Strategic Asset Management, LLC | 784 | $195.0K | 0.27% | +784 | New |
| Gemmer Asset Management LLC | 792 | $191.0K | 0.03% | −863−52.1% | Reduced |
| Ade, LLC | 791 | $191.0K | 0.17% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 786 | $189.0K | 0.12% | +186+31.0% | Added |
| Pflug Koory, LLC | 776 | $187.0K | 0.10% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 767 | $185.0K | 0.02% | +22+3.0% | Added |
| Copeland Capital Management, LLC | 762 | $184.0K | 0.01% | −18−2.3% | Reduced |
| Better Money Decisions, LLC | 756 | $182.0K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 754 | $182.0K | 0.15% | +4+0.5% | Added |
| Stuart Chaussee & Associates, Inc. | 725 | $175.0K | 0.27% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 725 | $175.0K | 0.06% | +43+6.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 714 | $173.0K | 0.15% | 00.0% | Unchanged |
| NewSquare Capital LLC | 713 | $172.0K | 0.02% | −10−1.4% | Reduced |
| Twin Lakes Capital Management, LLC | 712 | $172.0K | 0.10% | +577+427.4% | Added |
| Sugarloaf Wealth Management, LLC | 711 | $171.0K | 0.05% | +101+16.6% | Added |
| Rockbridge Investment Management, LCC | 707 | $170.0K | 0.03% | +261+58.5% | Added |
| TSFG, LLC | 696 | $168.0K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 685 | $165.0K | 0.04% | +272+65.9% | Added |
| True Link Financial Advisors, LLC | 22 | $160.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 661 | $159.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 629 | $152.0K | 0.05% | +13+2.1% | Added |
| Activest Wealth Management | 611 | $147.0K | 0.10% | +349+133.2% | Added |
| Carolinas Wealth Consulting LLC | 603 | $145.0K | 0.03% | −42−6.5% | Reduced |
| America First Investment Advisors, LLC | 601 | $145.0K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 581 | $140.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 578 | $139.0K | 0.03% | +30+5.5% | Added |
| Sierra Capital LLC | 572 | $138.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 565 | $136.0K | 0.04% | −35−5.8% | Reduced |
| First National Bank of South Miami | 550 | $133.0K | 0.09% | 00.0% | Unchanged |
| Costello Asset Management, INC | 550 | $133.0K | 0.09% | 00.0% | Unchanged |
| Firestone Capital Management | 573 | $132.0K | 0.04% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 550 | $132.0K | 0.08% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 699 | $129.0K | 0.15% | −394−36.0% | Reduced |
| IMA Wealth, Inc. | 535 | $129.0K | 0.03% | +1+0.2% | Added |
| Enterprise Trust & Investment Co | 526 | $127.0K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 519 | $125.0K | 0.10% | −6−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 512 | $123.0K | 0.14% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 509 | $123.0K | 0.04% | +480+1,655.2% | Added |
| Bellevue Asset Management, LLC | 503 | $122.0K | 0.07% | +3+0.6% | Added |
| Financial Enhancement Group LLC | 496 | $120.0K | 0.02% | −30−5.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 491 | $118.0K | 0.09% | −39−7.4% | Reduced |
| Newfound Research LLC | 485 | $117.0K | 0.19% | +103+27.0% | Added |
| Country Trust Bank | 476 | $115.0K | 0.00% | 00.0% | Unchanged |