| Ironwood Investment Counsel, LLC | 380 | $231.0K | 0.06% | +380 | New |
| Terra Nova Asset Management LLC | 378 | $231.0K | 0.19% | +378 | New |
| Wealth Enhancement Advisory Services, LLC | 344 | $230.0K | 0.00% | −4,499−92.9% | Reduced |
| Grandfield & Dodd, LLC | 380 | $230.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 378 | $230.0K | 0.16% | +53+16.3% | Added |
| Berger Financial Group, Inc | 377 | $230.0K | 0.04% | +377 | New |
| IMS Capital Management | 375 | $229.0K | 0.13% | +375 | New |
| Mengis Capital Management, Inc. | 376 | $229.0K | 0.05% | +376 | New |
| M. Kulyk & Associates, LLC | 376 | $229.0K | 0.07% | +376 | New |
| Burleson & Company, LLC | 374 | $228.0K | 0.03% | −180−32.5% | Reduced |
| Pensionmark Financial Group, LLC | 374 | $228.0K | 0.05% | +374 | New |
| McAdam, LLC | 374 | $228.0K | 0.03% | +374 | New |
| Next Capital Management LLC | 373 | $228.0K | 0.17% | +373 | New |
| Traphagen Investment Advisors LLC | 372 | $227.0K | 0.04% | +372 | New |
| Financial Enhancement Group LLC | 372 | $227.0K | 0.04% | −4−1.1% | Reduced |
| Solstein Capital, LLC | 372 | $227.0K | 0.13% | +33+9.7% | Added |
| McLean Asset Management Corp | 339 | $227.0K | 0.09% | +339 | New |
| Cable Hill Partners, LLC | 370 | $226.0K | 0.05% | −50−11.9% | Reduced |
| GenTrust, LLC | 370 | $226.0K | 0.02% | −13−3.4% | Reduced |
| Washington Trust Bank | 371 | $226.0K | 0.03% | +371 | New |
| Green Square Capital Advisors LLC | 371 | $226.0K | 0.05% | +371 | New |
| Blue Barn Wealth, LLC | 371 | $226.0K | 0.20% | +371 | New |
| Atlas Private Wealth Advisors | 368 | $225.0K | 0.12% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 367 | $224.0K | 0.05% | +367 | New |
| RWM Asset Management, LLC | 366 | $223.0K | 0.04% | −1,271−77.6% | Reduced |
| Griffin Asset Management, Inc. | 365 | $223.0K | 0.03% | −51−12.3% | Reduced |
| LVM Capital Management Ltd | 366 | $223.0K | 0.03% | −25−6.4% | Reduced |
| Northside Capital Management, LLC | 365 | $223.0K | 0.06% | +365 | New |
| Trellis Advisors, LLC | 365 | $223.0K | 0.11% | +365 | New |
| Brewin Dolphin Wealth Management Ltd | 365 | $222.8K | 0.03% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 363 | $222.0K | 0.14% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 362 | $221.0K | 0.11% | +362 | New |
| Fiduciary Group LLC | 329 | $220.0K | 0.02% | −94−22.2% | Reduced |
| Heritage Wealth Management, LLC | 361 | $220.0K | 0.08% | −13−3.5% | Reduced |
| Larson Financial Group LLC | 360 | $220.0K | 0.04% | +15+4.3% | Added |
| Beaton Management Co. Inc. | 360 | $220.0K | 0.15% | +360 | New |
| Falcon Wealth Planning | 361 | $220.0K | 0.08% | +361 | New |
| Herold Advisors, Inc. | 362 | $220.0K | 0.09% | +362 | New |
| Prudential PLC | 358 | $219.0K | 0.00% | −86−19.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 358 | $219.0K | 0.08% | +358 | New |
| Financial Advisors Network, Inc. | 317 | $216.0K | 0.05% | +317 | New |
| Ellenbecker Investment Group | 355 | $216.0K | 0.07% | +355 | New |
| Avondale Wealth Management | 353 | $215.0K | 0.21% | −450−56.0% | Reduced |
| One Charles Private Wealth Services, LLC | 353 | $215.0K | 0.12% | +353 | New |
| Birch Capital Management, LLC | 350 | $214.0K | 0.15% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 350 | $214.0K | 0.09% | +50+16.7% | Added |
| Roof Eidam & Maycock | 350 | $214.0K | 0.08% | +350 | New |
| Narwhal Capital Management | 350 | $214.0K | 0.03% | +350 | New |
| Advisory Alpha, LLC | 349 | $213.0K | 0.01% | +349 | New |
| Walleye Capital LLC | 348 | $212.0K | 0.01% | −6,559−95.0% | Reduced |
| Engineers Gate Manager LP | 347 | $212.0K | 0.01% | −3,485−90.9% | Reduced |
| Delta Financial Advisors LLC | 348 | $212.0K | 0.09% | +348 | New |
| Sculati Wealth Management, LLC | 346 | $211.0K | 0.11% | +346 | New |
| Salvus Wealth Management, LLC | 344 | $210.0K | 0.17% | +344 | New |
| Strategic Financial Services, Inc, | 342 | $209.0K | 0.02% | −50−12.8% | Reduced |
| Advisors Management Group Inc | 340 | $208.0K | 0.06% | +340 | New |
| Two Sigma Securities, LLC | 339 | $207.0K | 0.04% | −6,084−94.7% | Reduced |
| Dimension Capital Management LLC | 339 | $207.0K | 0.04% | −116−25.5% | Reduced |
| Covenant Partners, LLC | 338 | $206.0K | 0.08% | +338 | New |
| Austin Private Wealth, LLC | 336 | $205.0K | 0.04% | +336 | New |
| Harel Insurance Investments & Financial Services Ltd. | 335 | $204.0K | 0.01% | −1,879−84.9% | Reduced |
| Sonora Investment Management, LLC | 335 | $204.0K | 0.03% | +62+22.7% | Added |
| Delta Asset Management LLC | 335 | $204.0K | 0.02% | +125+59.5% | Added |
| Farr Miller & Washington LLC | 334 | $204.0K | 0.01% | +334 | New |
| Palladium Partners LLC | 334 | $204.0K | 0.01% | +334 | New |
| Wambolt & Associates, LLC | 332 | $204.0K | 0.08% | +332 | New |
| Apella Capital, LLC | 333 | $203.0K | 0.03% | +333 | New |
| Evermay Wealth Management LLC | 330 | $201.0K | 0.04% | +263+392.5% | Added |
| Garrison Point Advisors, LLC | 330 | $201.0K | 0.15% | +330 | New |
| Vista Investment Management | 328 | $200.0K | 0.12% | +328 | New |
| Clear Creek Financial Management, LLC | 328 | $200.0K | 0.03% | +328 | New |
| Farmers & Merchants Investments Inc | 322 | $197.0K | 0.01% | +24+8.1% | Added |
| Gemmer Asset Management LLC | 322 | $196.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 310 | $189.0K | 0.12% | +29+10.3% | Added |
| Deane Retirement Strategies, Inc. | 304 | $186.0K | 0.10% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 300 | $183.0K | 0.11% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $182.0K | 0.06% | – | – |
| Highlander Capital Management, LLC | 290 | $177.0K | 0.09% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 290 | $177.0K | 0.01% | +3+1.0% | Added |
| MCF Advisors LLC | 283 | $173.0K | 0.02% | +19+7.2% | Added |
| O'Dell Group, LLC | 279 | $170.0K | 0.05% | +279 | New |
| Liberty Wealth Management LLC | 272 | $166.0K | 0.06% | +147+117.6% | Added |
| Atticus Wealth Management, LLC | 266 | $162.0K | 0.07% | −445−62.6% | Reduced |
| Carderock Capital Management Inc | 266 | $162.0K | 0.05% | +266 | New |
| Cypress Capital Management LLC (WY) | 264 | $161.0K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 263 | $161.0K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 260 | $159.0K | 0.02% | −6−2.3% | Reduced |
| Regency Capital Management Inc. | 257 | $157.0K | 0.11% | −40−13.5% | Reduced |
| Stephens Investment Management Group LLC | 258 | $157.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 257 | $157.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 254 | $155.0K | 0.17% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 252 | $154.0K | 0.07% | 00.0% | Unchanged |
| Savior LLC | 250 | $153.0K | 0.16% | −179−41.7% | Reduced |
| Carolinas Wealth Consulting LLC | 251 | $153.0K | 0.04% | +27+12.1% | Added |
| Independence Bank of Kentucky | 251 | $153.0K | 0.07% | +226+904.0% | Added |
| Carmichael Hill & Associates, Inc. | 245 | $150.0K | 0.08% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 243 | $148.0K | 0.10% | −5−2.0% | Reduced |
| Crewe Advisors LLC | 241 | $147.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 323 | $147.0K | 0.17% | +323 | New |
| TCTC Holdings, LLC | 240 | $146.0K | 0.01% | +40+20.0% | Added |
