| Blankinship & Foster, LLC | 554 | $639.5K | 0.13% | +554 | New |
| BCS Wealth Management | 554 | $639.5K | 0.12% | +554 | New |
| Apollon Financial, LLC | 553 | $638.3K | 0.08% | +553 | New |
| Argos Wealth Advisors, LLC | 552 | $637.2K | 0.17% | +552 | New |
| WT Wealth Management | 551 | $636.0K | 0.18% | −272−33.0% | Reduced |
| Motco | 550 | $634.9K | 0.05% | +131+31.3% | Added |
| Stirlingshire Investments, Inc. | 550 | $634.3K | 0.47% | +550 | New |
| Alliance Wealth Advisors, LLC | 548 | $632.6K | 0.12% | −98−15.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 547 | $631.7K | 0.24% | +547 | New |
| Decision Investments, Inc | 546 | $630.2K | 0.57% | −94−14.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 545 | $629.2K | 0.08% | −75−12.1% | Reduced |
| IKE Capital, LLC | 545 | $629.1K | 0.33% | +545 | New |
| Hobart Private Capital, LLC | 544 | $627.9K | 0.11% | +544 | New |
| Nicholas Hoffman & Company, LLC. | 543 | $626.8K | 0.01% | +543 | New |
| Permanent Capital Management, LP | 542 | $626.1K | 0.08% | +542 | New |
| Sunburst Financial Group, LLC | 542 | $625.9K | 0.10% | +542 | New |
| Massar Capital Management, LP | 542 | $625.6K | 0.21% | +542 | New |
| Presilium Private Wealth, LLC | 542 | $625.4K | 0.10% | +542 | New |
| Westfuller Advisors, LLC | 540 | $623.9K | 0.23% | −4−0.7% | Reduced |
| Raleigh Capital Management Inc. | 540 | $623.4K | 0.20% | +530+5,300.0% | Added |
| GenTrust, LLC | 539 | $621.8K | 0.02% | −2,681−83.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 538 | $620.9K | 0.11% | −123−18.6% | Reduced |
| Jeter Robert S II | 633 | $619.9K | 0.59% | +44+7.5% | Added |
| 626 Financial, LLC | 537 | $619.9K | 0.24% | +537 | New |
| Bahl & Gaynor Inc | 536 | $618.7K | 0.00% | −140−20.7% | Reduced |
| Dogwood Wealth Management LLC | 536 | $618.7K | 0.24% | +47+9.6% | Added |
| Gilman Hill Asset Management, LLC | 536 | $618.7K | 0.08% | +536 | New |
| Mascagni Wealth Management, Inc. | 536 | $618.6K | 0.38% | +536 | New |
| Viewpoint Investment Partners Corp | 400 | $617.8K | 0.21% | +400 | New |
| Single Point Partners, LLC | 535 | $617.5K | 0.11% | +535 | New |
| PW Nova Financial Services LLC | 535 | $617.5K | 0.13% | +535 | New |
| Storen Legacy Partners, LLC | 534 | $616.6K | 0.17% | +534 | New |
| 49 Wealth Management, LLC | 534 | $616.4K | 0.12% | +534 | New |
| Alongside, LLC | 534 | $616.4K | 0.12% | +534 | New |
| Saiph Capital, LLC | 533 | $615.2K | 0.18% | +533 | New |
| Rinkey Investments | 532 | $614.1K | 0.14% | −373−41.2% | Reduced |
| Arch Global Advisors, LLC | 532 | $614.1K | 0.27% | +532 | New |
| Instrumental Wealth, LLC | 530 | $612.1K | 0.31% | +530 | New |
| Synergy Investment Management, LLC | 618 | $611.2K | 0.15% | +354+134.1% | Added |
| Johnson Wealth Management, LLC | 529 | $610.6K | 0.26% | +529 | New |
| Holistic Financial Partners | 528 | $609.5K | 0.37% | −590−52.8% | Reduced |
| Cooper/Haims Advisors, LLC | 528 | $609.5K | 0.26% | +528 | New |
| Wescott Financial Advisory Group, LLC | 525 | $606.4K | 0.05% | −96−15.5% | Reduced |
| Financial Planning Navigators CORP | 523 | $603.9K | 0.23% | +523 | New |
| Field & Main Bank | 523 | $603.7K | 0.12% | −230−30.5% | Reduced |
| Capital Investment Management, Inc. | 522 | $602.5K | 0.18% | +522 | New |
| Caliber Wealth Management, LLC | 522 | $602.3K | 0.06% | +522 | New |
| Chaney Capital Management, Inc. | 521 | $601.4K | 0.19% | +521 | New |
| Fulcrum Equity Management | 521 | $601.4K | 0.49% | +521 | New |
| Headland Capital, LLC | 521 | $601.4K | 0.15% | +521 | New |
| Sandler Capital Management | 520 | $600.2K | 0.35% | +520 | New |
| Integrity Financial Corp | 519 | $599.1K | 0.29% | +519 | New |
| Market Street Wealth Management Advisors LLC | 518 | $597.9K | 0.09% | +518 | New |
| Plan Group Financial, LLC | 517 | $596.8K | 0.12% | +517 | New |
| Virtus ETF Advisers LLC | 517 | $596.8K | 0.23% | −313−37.7% | Reduced |
| Sage Mountain Advisors LLC | 517 | $596.8K | 0.04% | +517 | New |
| Flagship Wealth Advisors, LLC | 515 | $594.5K | 0.13% | +515 | New |
| Prosperity Advisers, LLC | 514 | $593.3K | 0.43% | −96−15.7% | Reduced |
| Hutchinson Capital Management | 514 | $593.3K | 0.10% | +514 | New |
| One Capital Management, LLC | 1,754 | $592.6K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 511 | $589.8K | 0.09% | +27+5.6% | Added |
| Lutz Financial Services LLC | 510 | $588.7K | 0.04% | +510 | New |
| Syntegra Private Wealth Group, LLC | 510 | $588.7K | 0.05% | +510 | New |
| Keudell/Morrison Wealth Management | 509 | $587.5K | 0.11% | −310−37.9% | Reduced |
| Foundry Financial Group, Inc. | 509 | $587.5K | 0.25% | −104−17.0% | Reduced |
| Avenue 1 Advisors, LLC | 509 | $587.5K | 0.16% | +509 | New |
| Alesco Advisors LLC | 508 | $586.4K | 0.01% | +508 | New |
| LVM Capital Management Ltd | 508 | $586.0K | 0.05% | +508 | New |
| TCP Asset Management, LLC | 507 | $584.6K | 0.07% | +507 | New |
| Azzad Asset Management Inc | 505 | $583.3K | 0.05% | +505 | New |
| Ar Asset Management Inc | 505 | $583.0K | 0.11% | +505 | New |
| Genesee Capital Advisors, LLC | 505 | $582.6K | 0.18% | −125−19.8% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 503 | $580.6K | 0.13% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 502 | $579.5K | 0.09% | +502 | New |
| Schubert & Co | 501 | $578.5K | 0.40% | +501 | New |
| New Paradigm Capital Management, LLC | 500 | $577.1K | 1.23% | −10,000−95.2% | Reduced |
| First Interstate Bank | 500 | $577.1K | 0.03% | −2,000−80.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $577.1K | 0.31% | 00.0% | Unchanged |
| CSS LLC | 500 | $577.1K | 0.03% | +500 | New |
| Clare Market Investments LLC | 500 | $577.1K | 0.11% | +500 | New |
| Menlo Advisors LLC | 500 | $577.0K | 0.25% | −670−57.3% | Reduced |
| Leeward Financial Partners, LLC | 499 | $576.0K | 0.15% | +499 | New |
| Castleview Partners, LLC | 496 | $572.5K | 0.25% | −1,016−67.2% | Reduced |
| Alternative Investment Advisors, LLC. | 495 | $572.4K | 0.22% | +495 | New |
| Matauro, LLC | 496 | $572.1K | 0.08% | +496 | New |
| Baker Ellis Asset Management LLC | 494 | $570.5K | 0.06% | −200−28.8% | Reduced |
| Sun Group Wealth Partners | 494 | $570.2K | 0.39% | +494 | New |
| Stelac Advisory Services LLC | 494 | $570.2K | 0.11% | −3−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 494 | $570.2K | 0.07% | +494 | New |
| Spectrum Strategic Capital Management, LLC | 494 | $570.2K | 0.28% | +494 | New |
| MPWM Advisory Solutions, LLC | 493 | $569.5K | 0.26% | −6−1.2% | Reduced |
| Keebeck Alpha, LP | 493 | $569.1K | 1.18% | +493 | New |
| HORAN Wealth, LLC | 492 | $567.9K | 0.07% | +492 | New |
| Kingsbury Capital Investment Advisors LLC | 490 | $565.7K | 0.48% | +490 | New |
| KMT Wealth Management, LLC | 490 | $565.7K | 0.48% | +490 | New |
| Patrick M Sweeney & Associates, Inc | 489 | $564.5K | 0.32% | +489 | New |
| STG Securities, LLC | 489 | $564.4K | 0.61% | +489 | New |
| Quartz Partners, LLC | 489 | $564.3K | 0.18% | +489 | New |
| Alpha Financial Partners, LLC | 488 | $563.6K | 0.30% | +488 | New |
| Kellett Schaffner Wealth Advisors LLC | 488 | $563.3K | 0.26% | +488 | New |
