| PFG Investments, LLC | 394 | $278.4K | 0.05% | +394 | New |
| Green Square Capital Advisors LLC | 393 | $277.8K | 0.04% | +22+5.9% | Added |
| Cozad Asset Management Inc | 393 | $277.7K | 0.03% | +5+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 393 | $277.6K | 0.02% | −84−17.6% | Reduced |
| Concentric Capital Strategies, LP | 392 | $276.9K | 0.04% | −312−44.3% | Reduced |
| Midland Wealth Advisors LLC | 390 | $275.5K | 0.02% | +390 | New |
| Glenview Trust Co | 388 | $274.1K | 0.01% | +1+0.3% | Added |
| TRUE Private Wealth Advisors | 388 | $274.1K | 0.03% | +3+0.8% | Added |
| Powell Investment Advisors, LLC | 385 | $272.0K | 0.15% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 385 | $272.0K | 0.07% | +385 | New |
| Planning Capital Management Corp | 385 | $272.0K | 0.21% | +385 | New |
| Mason Investment Advisory Services, Inc. | 383 | $270.6K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 382 | $270.0K | 0.00% | −41−9.7% | Reduced |
| RKL Wealth Management LLC | 381 | $269.2K | 0.03% | 00.0% | Unchanged |
| Barings LLC | 379 | $267.8K | 0.01% | −53−12.3% | Reduced |
| Tranquility Partners, LLC | 379 | $267.8K | 0.11% | +7+1.9% | Added |
| Kowal Investment Group, LLC | 377 | $266.3K | 0.06% | +377 | New |
| Freestone Capital Holdings, LLC | 376 | $265.6K | 0.01% | −4−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 472 | $264.0K | 0.00% | +165+53.7% | Added |
| Legacy Edge Advisors, LLC | 373 | $263.5K | 0.06% | +373 | New |
| Advisory Research Inc | 371 | $262.1K | 0.04% | −738−66.5% | Reduced |
| SlateStone Wealth, LLC | 369 | $261.0K | 0.03% | +369 | New |
| Ssi Investment Management LLC | 369 | $260.7K | 0.02% | −1−0.3% | Reduced |
| LCM Capital Management Inc | 369 | $260.7K | 0.19% | +2+0.5% | Added |
| Gordian Capital Singapore Pte Ltd | 368 | $260.0K | 0.23% | 00.0% | Unchanged |
| West Bancorporation Inc | 367 | $259.3K | 0.17% | −12−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 367 | $259.3K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 366 | $258.6K | 0.22% | −1−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 366 | $258.6K | 0.21% | +366 | New |
| WBI Investments | 366 | $258.5K | 0.05% | −760−67.5% | Reduced |
| Chemung Canal Trust Co | 362 | $255.7K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 362 | $255.7K | 0.06% | +362 | New |
| Sovereign Financial Group, Inc. | 360 | $254.3K | 0.08% | +360 | New |
| Richard W. Paul & Associates, LLC | 359 | $253.6K | 0.11% | +359 | New |
| Turtle Creek Wealth Advisors, LLC | 359 | $253.6K | 0.07% | +359 | New |
| Shoker Investment Counsel, Inc. | 357 | $252.2K | 0.10% | +357 | New |
| Ruggaard & Associates LLC | 357 | $252.2K | 0.13% | +357 | New |
| Wade G W & Inc | 355 | $251.0K | 0.01% | −42−10.6% | Reduced |
| Liberty One Investment Management, LLC | 355 | $250.8K | 0.03% | −10−2.7% | Reduced |
| Essex Financial Services, Inc. | 354 | $250.1K | 0.03% | +354 | New |
| ISAM Funds (UK) Ltd | 354 | $250.1K | 0.18% | +354 | New |
| Raleigh Capital Management Inc. | 354 | $249.7K | 0.12% | +354 | New |
| Change Path, LLC | 352 | $249.0K | 0.02% | +352 | New |
| First Trust Investment Solutions L.P. | 352 | $248.7K | 0.05% | +352 | New |
| Coastal Investment Advisors, Inc. | 351 | $248.0K | 0.06% | +351 | New |
| Baldwin Brothers Inc | 350 | $247.3K | 0.02% | 00.0% | Unchanged |
| American Investment Services, Inc. | 350 | $247.3K | 0.05% | +350 | New |
| Covestor Ltd | 347 | $246.0K | 0.17% | +73+26.6% | Added |
| SignalPoint Asset Management, LLC | 349 | $246.0K | 0.07% | +349 | New |
| Family Management Corp | 348 | $245.9K | 0.05% | −101−22.5% | Reduced |
| Coppell Advisory Solutions LLC | 347 | $245.2K | 0.05% | +287+478.3% | Added |
| Sivia Capital Partners, LLC | 345 | $243.7K | 0.19% | +345 | New |
| Pegasus Partners Ltd. | 343 | $242.3K | 0.03% | +343 | New |
| Opal Wealth Advisors, LLC | 341 | $240.9K | 0.09% | +341 | New |
| AMG National Trust Bank | 339 | $239.7K | 0.01% | +339 | New |
| Eagle Strategies LLC | 337 | $238.1K | 0.05% | +337 | New |
| Relyea Zuckerberg Hanson LLC | 336 | $237.4K | 0.05% | +336 | New |
| Householder Group Estate & Retirement Specialist, LLC | 335 | $236.0K | 0.08% | +297+781.6% | Added |
| Chesapeake Wealth Management | 334 | $236.0K | 0.09% | +334 | New |
| Harvest Investment Services, LLC | 333 | $235.3K | 0.11% | +333 | New |
| Claret Asset Management Corp | 331 | $234.0K | 0.04% | +331 | New |
| Nichols & Pratt Advisers LLP | 330 | $233.1K | 0.02% | +330 | New |
| Symmetry Partners, LLC | 332 | $233.0K | 0.01% | +332 | New |
| Cooper/Haims Advisors, LLC | 327 | $231.0K | 0.13% | −80−19.7% | Reduced |
| Northside Capital Management, LLC | 326 | $230.3K | 0.07% | +326 | New |
| Sharp Financial Services, LLC | 325 | $229.6K | 0.25% | +325 | New |
| Riverwater Partners LLC | 319 | $225.4K | 0.18% | +319 | New |
| Empirical Asset Management, LLC | 318 | $224.7K | 0.18% | +318 | New |
| Armbruster Capital Management, Inc. | 317 | $224.0K | 0.05% | +317 | New |
| Park National Corp | 316 | $223.3K | 0.01% | +316 | New |
| Paloma Partners Management Co | 315 | $222.5K | 0.04% | +313+15,650.0% | Added |
| Power Wealth Management LLC | 315 | $222.5K | 0.16% | +315 | New |
| Alpha Family Trust | 315 | $222.5K | 0.15% | +315 | New |
| Cedar Brook Financial Partners, LLC | 305 | $221.6K | 0.05% | +305 | New |
| D'Orazio & Associates, Inc. | 313 | $221.1K | 0.04% | +313 | New |
| Larson Financial Group LLC | 313 | $221.1K | 0.02% | −34−9.8% | Reduced |
| Values First Advisors, Inc. | 310 | $219.2K | 0.13% | +310 | New |
| BBR Partners, LLC | 310 | $219.0K | 0.02% | +310 | New |
| Colonial River Wealth Management, LLC | 308 | $217.6K | 0.13% | +308 | New |
| Hengehold Capital Management LLC | 305 | $215.5K | 0.03% | +305 | New |
| Benedict Financial Advisors Inc | 305 | $215.5K | 0.06% | +305 | New |
| SFMG, LLC | 304 | $214.9K | 0.02% | +304 | New |
| John W. Brooker & Co., CPAs | 304 | $214.8K | 0.12% | +304 | New |
| Traynor Capital Management, Inc. | 303 | $214.1K | 0.02% | +303 | New |
| Integral Investment Advisors, Inc. | 303 | $214.1K | 0.14% | +303 | New |
| Sunpointe, LLC | 302 | $213.4K | 0.27% | +302 | New |
| Cora Capital Advisors LLC | 301 | $212.7K | 0.13% | +301 | New |
| Palisade Asset Management, LLC | 300 | $211.9K | 0.02% | +300 | New |
| Cornell Pochily Investment Advisors, Inc. | 300 | $211.9K | 0.09% | +300 | New |
| Curi Capital | 300 | $211.9K | 0.03% | +300 | New |
| nVerses Capital, LLC | – | $211.9K | 0.59% | – | New |
| Pearl River Capital, LLC | 299 | $211.2K | 0.03% | +299 | New |
| Aaron Wealth Advisors | 299 | $211.2K | 0.04% | +299 | New |
| Benjamin Edwards Inc | 297 | $210.0K | 0.05% | +7+2.4% | Added |
| KilterHowling LLC | 268 | $209.4K | 0.16% | +268 | New |
| Thrive Capital Management, LLC | 296 | $209.1K | 0.11% | +296 | New |
| New Jersey Better Educational Savings Trust | 295 | $208.4K | 0.44% | +295 | New |
| LVW Advisors, LLC | 294 | $207.7K | 0.04% | +294 | New |
| Palumbo Wealth Management LLC | 294 | $207.7K | 0.11% | +294 | New |
| Farrell Financial LLC | 374 | $207.0K | 0.21% | +374 | New |
