| Cohen Capital Management, Inc. | 850 | $296.0K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 848 | $295.0K | 0.13% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 849 | $295.0K | 0.18% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 843 | $293.0K | 0.11% | −4−0.5% | Reduced |
| MPS Loria Financial Planners, LLC | 844 | $293.0K | 0.14% | +173+25.8% | Added |
| BTR Capital Management Inc | 841 | $292.0K | 0.04% | +110+15.0% | Added |
| Johnson Financial Group, LLC | 841 | $292.0K | 0.06% | +841 | New |
| FRG Family Wealth Advisors LLC | 836 | $291.0K | 0.06% | +51+6.5% | Added |
| NFC Investments, LLC | 833 | $290.0K | 0.08% | −608−42.2% | Reduced |
| Leavell Investment Management, Inc. | 979 | $288.0K | 0.02% | 00.0% | Unchanged |
| BCM Advisors, LLC | 840 | $283.0K | 0.08% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 814 | $283.0K | 0.00% | −22−2.6% | Reduced |
| Abbot Financial Management, Inc. | 815 | $283.0K | 0.12% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 815 | $283.0K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 810 | $282.0K | 0.04% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 810 | $282.0K | 0.10% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 808 | $281.0K | 0.05% | −105−11.5% | Reduced |
| Biechele Royce Advisors | 805 | $280.0K | 0.12% | +75+10.3% | Added |
| Wealthstar Advisors, LLC | 810 | $280.0K | 0.11% | +810 | New |
| Mountain Pacific Investment Advisers Inc | 803 | $279.0K | 0.02% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 803 | $279.0K | 0.09% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 800 | $278.2K | 0.36% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 800 | $278.0K | 0.06% | −427−34.8% | Reduced |
| High Pointe Capital Management LLC | 800 | $278.0K | 0.22% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 800 | $278.0K | 0.06% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 799 | $278.0K | 0.10% | 00.0% | Unchanged |
| Bridgeworth, LLC | 798 | $277.0K | 0.08% | −50−5.9% | Reduced |
| Financial Advisors Network, Inc. | 798 | $277.0K | 0.08% | +798 | New |
| Peterson Wealth Advisors, LLC | 795 | $276.0K | 0.10% | +70+9.7% | Added |
| Maltin Wealth Management, Inc. | 791 | $275.0K | 0.17% | +791 | New |
| Mitchell & Pahl Private Wealth, LLC | 789 | $274.0K | 0.20% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 786 | $273.0K | 0.03% | −6−0.8% | Reduced |
| Gratus Capital LLC | 785 | $273.0K | 0.03% | +35+4.7% | Added |
| Triton Wealth Management, PLLC | 747 | $272.0K | 0.16% | +26+3.6% | Added |
| Crescent Grove Advisors, LLC | 780 | $271.0K | 0.03% | +780 | New |
| Rodgers Brothers Inc. | 774 | $269.0K | 0.05% | +774 | New |
| Pantheon Investment Group, LLC | 775 | $269.0K | 0.23% | +775 | New |
| Selective Wealth Management, Inc. | 769 | $267.0K | 0.21% | +481+167.0% | Added |
| MTM Investment Management, LLC | 764 | $266.0K | 0.14% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 760 | $264.0K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 753 | $262.0K | 0.11% | +50+7.1% | Added |
| Pure Financial Advisors, Inc. | 753 | $262.0K | 0.02% | +753 | New |
| Verity Asset Management, Inc. | 751 | $261.0K | 0.14% | −33−4.2% | Reduced |
| Brouwer & Janachowski, LLC | 750 | $261.0K | 0.05% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 750 | $261.0K | 0.13% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 751 | $261.0K | 0.02% | +751 | New |
| Personal Wealth Partners | 748 | $260.0K | 0.10% | 00.0% | Unchanged |
| Private Asset Management Inc | 746 | $259.0K | 0.03% | −390−34.3% | Reduced |
| Sargent Investment Group, LLC | 744 | $259.0K | 0.06% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 737 | $259.0K | 0.11% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 741 | $258.0K | 0.02% | +61+9.0% | Added |
| Mayfair Advisory Group, LLC | 738 | $257.0K | 0.41% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 739 | $257.0K | 0.02% | +20+2.8% | Added |
| Legacy Wealth Management, LLC | 739 | $257.0K | 0.14% | 00.0% | Unchanged |
| Eclectic Associates Inc | 736 | $256.0K | 0.19% | −15−2.0% | Reduced |
| Advanced Asset Management Advisors Inc | 730 | $254.0K | 0.05% | −275−27.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 726 | $252.0K | 0.14% | +250+52.5% | Added |
| Zevenbergen Capital Investments LLC | 720 | $250.0K | 0.00% | −2,890−80.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 720 | $250.0K | 0.13% | 00.0% | Unchanged |
| MEMBERS Trust Co | 720 | $250.0K | 0.01% | +720 | New |
| Comprehensive Wealth Management, LLC | 717 | $249.3K | 0.25% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 716 | $248.0K | 0.06% | +53+8.0% | Added |
| KWMG, LLC | 713 | $246.0K | 0.04% | −4−0.6% | Reduced |
| HC Financial Advisors Inc | 708 | $246.0K | 0.14% | +8+1.1% | Added |
| Beirne Wealth Consulting Services, LLC | 700 | $244.0K | 0.13% | 00.0% | Unchanged |
| Gainplan LLC | 705 | $244.0K | 0.10% | +705 | New |
| Blue Barn Wealth, LLC | 702 | $244.0K | 0.25% | +702 | New |
| Hollow Brook Wealth Management LLC | 700 | $243.0K | 0.15% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 695 | $242.0K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 689 | $240.0K | 0.09% | −34−4.7% | Reduced |
| Financial Consulate, Inc | 690 | $240.0K | 0.09% | −15−2.1% | Reduced |
| Financial Consulate Inc. | 690 | $240.0K | 0.09% | +690 | New |
| Concentric Wealth Management, LLC | 686 | $239.0K | 0.07% | −10−1.4% | Reduced |
| Evolutionary Tree Capital Management, LLC | 685 | $238.0K | 0.11% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 677 | $235.0K | 0.06% | −47−6.5% | Reduced |
| Derby & Company, Inc | 677 | $235.0K | 0.05% | +677 | New |
| Capital Markets Trading UK LLP | 676 | $235.0K | 0.24% | +676 | New |
| Plotkin Financial Advisors, LLC | 674 | $234.4K | 0.13% | +674 | New |
| Freedman Financial Associates, Inc. | 673 | $234.0K | 0.18% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 671 | $233.0K | 0.08% | −315−31.9% | Reduced |
| Verus Financial Partners, Inc. | 683 | $233.0K | 0.04% | +5+0.7% | Added |
| Financial Avengers, Inc. | 670 | $233.0K | 0.16% | −35−5.0% | Reduced |
| TD Capital Management LLC | 670 | $233.0K | 0.03% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 670 | $233.0K | 0.13% | +670 | New |
| Modus Advisors, LLC | 667 | $232.0K | 0.10% | −84−11.2% | Reduced |
| First National Bank & Trust Co of Newtown | 662 | $230.0K | 0.05% | +662 | New |
| Wealth Advisory Solutions, LLC | 661 | $230.0K | 0.05% | +661 | New |
| LVM Capital Management Ltd | 659 | $229.0K | 0.03% | +659 | New |
| Resonant Capital Advisors, LLC | 654 | $227.0K | 0.04% | +654 | New |
| Bridge Advisory, LLC | 651 | $226.0K | 0.12% | +651 | New |
| Dividend Assets Capital, LLC | 647 | $225.0K | 0.04% | −6−0.9% | Reduced |
| Ategra Capital Management, LLC | 647 | $225.0K | 0.11% | −50−7.2% | Reduced |
| Autus Asset Management, LLC | 645 | $224.0K | 0.02% | +645 | New |
| Trust Co of Kansas | 645 | $224.0K | 0.13% | +645 | New |
| Investors Financial Group, LLC | 642 | $223.0K | 0.12% | −170−20.9% | Reduced |
| Retirement Planning Group | 641 | $223.0K | 0.03% | +641 | New |
| Wagner Wealth Management, LLC | 639 | $222.0K | 0.16% | 00.0% | Unchanged |
| Avion Wealth | 639 | $222.0K | 0.07% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 639 | $222.0K | 0.02% | +639 | New |
| Waller Financial Planning Group, Inc | 635 | $221.0K | 0.06% | +635 | New |