| Dowling & Yahnke LLC | 954 | $367.0K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 950 | $366.0K | 0.01% | −1,400−59.6% | Reduced |
| Burney Co | 951 | $366.0K | 0.02% | +951 | New |
| Welch Group, LLC | 924 | $356.0K | 0.02% | +74+8.7% | Added |
| State of Wyoming | 924 | $356.0K | 0.23% | +701+314.3% | Added |
| Waldron Private Wealth LLC | 920 | $354.0K | 0.02% | +920 | New |
| Monetary Management Group Inc | 918 | $353.0K | 0.10% | +918 | New |
| Quantamental Technologies LLC | 912 | $351.0K | 0.23% | +912 | New |
| Signet Financial Management, LLC | 907 | $349.0K | 0.06% | +39+4.5% | Added |
| Crescent Grove Advisors, LLC | 902 | $347.0K | 0.04% | +22+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 900 | $346.0K | 0.22% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 895 | $344.0K | 0.08% | +40+4.7% | Added |
| Caas Capital Management LP | 891 | $343.0K | 0.03% | −1,053−54.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 880 | $339.0K | 0.01% | +880 | New |
| Global Retirement Partners, LLC | 865 | $333.0K | 0.03% | +565+188.3% | Added |
| Morris Retirement Advisors, LLC | 863 | $332.0K | 0.28% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 863 | $332.0K | 0.02% | +863 | New |
| Miracle Mile Advisors, LLC | 861 | $331.0K | 0.02% | +861 | New |
| Clarius Group, LLC | 859 | $331.0K | 0.03% | +859 | New |
| BSW Wealth Partners | 849 | $327.0K | 0.09% | −390−31.5% | Reduced |
| Atwood & Palmer Inc | 850 | $327.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 849 | $327.0K | 0.00% | +849 | New |
| Salem Investment Counselors Inc | 844 | $325.0K | 0.02% | +4+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 839 | $323.0K | 0.11% | −390−31.7% | Reduced |
| Vanguard Capital Wealth Advisors | 835 | $322.0K | 0.25% | +835 | New |
| Warther Private Wealth, LLC | 938 | $320.0K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 832 | $320.0K | 0.07% | +832 | New |
| Access Financial Services, Inc. | 820 | $316.0K | 0.14% | +820 | New |
| Latitude Advisors, LLC | 820 | $316.0K | 0.10% | +820 | New |
| Freestone Capital Holdings, LLC | 2,109 | $315.0K | 0.02% | +2,109 | New |
| Rinet Co LLC | 813 | $313.0K | 0.06% | +813 | New |
| Lineweaver Wealth Advisors, LLC | 814 | $313.0K | 0.10% | +814 | New |
| Hamel Associates, Inc. | 810 | $312.0K | 0.12% | +810 | New |
| Jag Capital Management, LLC | 802 | $309.0K | 0.02% | +802 | New |
| Moody Lynn & Lieberson, LLC | 800 | $308.0K | 0.02% | −178−18.2% | Reduced |
| Elk River Wealth Management, LLC | 800 | $308.0K | 0.08% | +800 | New |
| South Shore Capital Advisors | 800 | $308.0K | 0.57% | +800 | New |
| Itau Unibanco Holding S.A. | 798 | $307.0K | 0.02% | +218+37.6% | Added |
| Sage Mountain Advisors LLC | 787 | $303.0K | 0.04% | −308−28.1% | Reduced |
| Sargent Bickham Lagudis LLC | 783 | $301.0K | 0.02% | +102+15.0% | Added |
| Gitterman Wealth Management, LLC | 780 | $300.0K | 0.24% | +780 | New |
| Clark Capital Management Group, Inc. | 777 | $299.0K | 0.00% | +777 | New |
| Legacy Private Trust Co. | 775 | $298.0K | 0.02% | +775 | New |
| American Money Management, LLC | 771 | $297.0K | 0.08% | +771 | New |
| Almanack Investment Partners, LLC. | 769 | $296.0K | 0.03% | +769 | New |
| Heron Financial Group, LLC | 767 | $295.0K | 0.16% | +767 | New |
| Mayflower Financial Advisors, LLC | 879 | $293.0K | 0.04% | +879 | New |
| Vigilant Capital Management, LLC | 758 | $292.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 760 | $292.0K | 0.04% | +42+5.8% | Added |
| Adviser Investments LLC | 758 | $292.0K | 0.02% | +758 | New |
| Girard Partners Ltd. | 755 | $290.0K | 0.04% | +755 | New |
| Emfo, LLC | 750 | $289.0K | 0.26% | −50−6.3% | Reduced |
| Ausdal Financial Partners, Inc. | 751 | $289.0K | 0.04% | +751 | New |
| WNY Asset Management, LLC | 752 | $289.0K | 0.10% | +752 | New |
| Jacobs & Co | 745 | $286.0K | 0.03% | +745 | New |
| Humankind Investments LLC | 740 | $285.0K | 0.13% | −336−31.2% | Reduced |
| C M Bidwell & Associates Ltd | 739 | $284.0K | 0.19% | −606−45.1% | Reduced |
| Bailard, Inc. | 738 | $284.0K | 0.01% | +738 | New |
| Apexium Financial, LP | 732 | $282.0K | 0.16% | +732 | New |
| Blue Fin Capital, Inc. | 731 | $281.0K | 0.09% | +731 | New |
| Csenge Advisory Group | 820 | $280.0K | 0.02% | −103−11.2% | Reduced |
| Alliance Wealth Management Group | 728 | $280.0K | 0.09% | +728 | New |
| Towercrest Capital Management | 728 | $280.0K | 0.05% | +728 | New |
| Tennessee Valley Asset Management Partners | 727 | $280.0K | 0.11% | +727 | New |
| Capital Investment Advisory Services, LLC | 723 | $278.0K | 0.04% | −420−36.7% | Reduced |
| Minot Wealth Management LLC | 720 | $277.0K | 0.06% | +720 | New |
| Capital Investment Advisors, LLC | 714 | $275.0K | 0.01% | +714 | New |
| Wimmer Associates 1, LLC | 715 | $275.0K | 0.16% | +715 | New |
| Winthrop Advisory Group LLC | 705 | $271.0K | 0.06% | +705 | New |
| Lake Street Financial LLC | 703 | $271.0K | 0.07% | +703 | New |
| Mitchell Capital Management Co | 700 | $269.0K | 0.06% | −200−22.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 700 | $269.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 699 | $269.0K | 0.02% | +699 | New |
| Front Barnett Associates LLC | 700 | $269.0K | 0.03% | +700 | New |
| Gilman Hill Asset Management, LLC | 700 | $269.0K | 0.07% | +700 | New |
| Dixon Hubard Feinour & Brown Inc | 695 | $267.0K | 0.06% | +695 | New |
| Financial Engines Advisors L.L.C. | 696 | $267.0K | 0.00% | +696 | New |
| Gradient Capital Advisors, LLC | 695 | $267.0K | 0.12% | +695 | New |
| Susquehanna International Securities, Ltd. | 693 | $267.0K | 0.23% | +693 | New |
| Oxler Private Wealth LLC | 695 | $267.0K | 0.12% | +695 | New |
| ARGI Investment Services, LLC | 690 | $266.0K | 0.01% | +690 | New |
| Mission Wealth Management, LP | 692 | $266.0K | 0.01% | +692 | New |
| Intersect Capital LLC | 687 | $264.0K | 0.05% | +687 | New |
| Level Four Advisory Services, LLC | 682 | $262.0K | 0.03% | −1,018−59.9% | Reduced |
| Crewe Advisors LLC | 675 | $260.0K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 675 | $259.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 674 | $259.0K | 0.00% | +674 | New |
| Benchmark Financial Wealth Advisors, LLC | 672 | $259.0K | 0.12% | +672 | New |
| Northern Oak Wealth Management Inc | 670 | $258.0K | 0.03% | −5,249−88.7% | Reduced |
| Heritage Investors Management Corp | 670 | $258.0K | 0.01% | +670 | New |
| Traynor Capital Management, Inc. | 671 | $258.0K | 0.04% | +671 | New |
| Valmark Advisers, Inc. | 666 | $256.0K | 0.00% | +666 | New |
| RSM US Wealth Management LLC | 660 | $254.0K | 0.01% | +660 | New |
| Dynamic Technology Lab Private Ltd | 657 | $253.0K | 0.03% | +657 | New |
| Alpha Omega Group, Inc. | 654 | $252.0K | 0.27% | +654 | New |
| We Are One Seven, LLC | 724 | $250.0K | 0.03% | −326−31.0% | Reduced |
| Boston Financial Mangement LLC | 650 | $250.0K | 0.01% | +650 | New |
| McCollum Christoferson Group LLC | 650 | $250.0K | 0.06% | +650 | New |
| Keudell/Morrison Wealth Management | 650 | $250.0K | 0.11% | +650 | New |
| IAM Advisory, LLC | 821 | $250.0K | 0.11% | +821 | New |
