| True North Advisors, LLC | 409 | $327.0K | 0.07% | +409 | New |
| Riversedge Advisors, LLC | 408 | $326.0K | 0.12% | +408 | New |
| Meridian Investment Counsel Inc. | 405 | $324.0K | 0.11% | −10−2.4% | Reduced |
| Chelsea Counsel Co | 405 | $324.0K | 0.15% | +405 | New |
| Marietta Investment Partners LLC | 402 | $322.0K | 0.07% | +6+1.5% | Added |
| Northstar Advisory Group, LLC | 403 | $322.0K | 0.20% | +403 | New |
| Park Circle Co | 400 | $320.0K | 0.26% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 399 | $319.0K | 0.05% | −2−0.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 435 | $316.0K | 0.27% | −15−3.3% | Reduced |
| Sunesis Advisors, LLC | 395 | $316.0K | 0.24% | −9−2.2% | Reduced |
| United Asset Strategies, Inc. | 395 | $316.0K | 0.04% | +11+2.9% | Added |
| Invst, LLC | 434 | $315.0K | 0.05% | −353−44.9% | Reduced |
| Foundry Partners, LLC | 394 | $315.0K | 0.01% | 00.0% | Unchanged |
| Quest Capital Management Inc | 392 | $314.0K | 0.06% | +392 | New |
| Telemus Capital, LLC | 391 | $313.0K | 0.02% | −20−4.9% | Reduced |
| Magnus Financial Group LLC | 390 | $312.0K | 0.07% | +390 | New |
| Eagle Global Advisors LLC | 389 | $311.0K | 0.02% | +389 | New |
| Atlas Private Wealth Advisors | 387 | $310.0K | 0.17% | +49+14.5% | Added |
| HBW Advisory Services LLC | 386 | $309.0K | 0.08% | −89−18.7% | Reduced |
| Bourne Lent Asset Management Inc | 386 | $309.0K | 0.09% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 385 | $308.0K | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 384 | $307.0K | 0.00% | −279−42.1% | Reduced |
| Financial Advisors Network, Inc. | 382 | $306.0K | 0.09% | −83−17.8% | Reduced |
| Becker Capital Management Inc | 382 | $306.0K | 0.01% | +382 | New |
| Independence Bank of Kentucky | 381 | $305.0K | 0.14% | +306+408.0% | Added |
| Lipe & Dalton | 380 | $304.0K | 0.16% | −50−11.6% | Reduced |
| Catalyst Capital Advisors LLC | 380 | $304.0K | 0.02% | +13+3.5% | Added |
| Carl P. Sherr & Co., LLC | 380 | $304.0K | 0.21% | +380 | New |
| Gsa Capital Partners LLP | 379 | $303.0K | 0.03% | −1,432−79.1% | Reduced |
| Bridge Advisory, LLC | 379 | $303.0K | 0.15% | −21−5.3% | Reduced |
| Ground Swell Capital, LLC | 379 | $303.0K | 1.64% | +379 | New |
| HYA Advisors, Inc | 377 | $302.0K | 0.13% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 378 | $302.0K | 0.08% | +378 | New |
| Csenge Advisory Group | 372 | $301.0K | 0.03% | −2−0.5% | Reduced |
| WoodTrust Financial Corp | 376 | $301.0K | 0.08% | +376 | New |
| Sax Wealth Advisors, LLC | 375 | $300.0K | 0.10% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 371 | $299.9K | 0.17% | −76−17.0% | Reduced |
| HHM Wealth Advisors, LLC | 371 | $297.0K | 0.08% | +80+27.5% | Added |
| Fusion Capital, LLC | 371 | $297.0K | 0.18% | +371 | New |
| Capital Markets Trading UK LLP | 370 | $296.0K | 0.30% | −379−50.6% | Reduced |
| Aureus Asset Management, LLC | 370 | $296.0K | 0.02% | +370 | New |
| Addison Capital Co | 368 | $295.0K | 0.14% | −73−16.6% | Reduced |
| Tarbox Family Office, Inc. | 368 | $294.0K | 0.05% | +7+1.9% | Added |
| Mengis Capital Management, Inc. | 366 | $292.0K | 0.06% | +366 | New |
| Range Financial Group LLC | 365 | $292.0K | 0.22% | +365 | New |
| Financial Insights, Inc. | 364 | $291.2K | 0.24% | +364 | New |
| Clearwater Capital Advisors, LLC | 363 | $290.0K | 0.03% | +363 | New |
| Peak Asset Management, LLC | 361 | $289.0K | 0.07% | −35−8.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 362 | $289.0K | 0.08% | +362 | New |
| Northstar Asset Management Inc | 360 | $288.0K | 0.08% | +360 | New |
| Palisade Asset Management, LLC | 360 | $288.0K | 0.03% | +360 | New |
| Vantage Financial Partners Ltd., Inc. | 360 | $288.0K | 0.16% | +360 | New |
| American Financial Advisors, LLC | 358 | $287.0K | 0.04% | +358 | New |
| Gries Financial LLC | 1,412 | $286.0K | 0.09% | +1,020+260.2% | Added |
| First Horizon Corp | 358 | $286.0K | 0.03% | +60+20.1% | Added |
| Ellevest, Inc. | 356 | $285.0K | 0.03% | +147+70.3% | Added |
| United Bank | 355 | $284.0K | 0.04% | +355 | New |
| Investment Partners, Ltd. | 354 | $283.0K | 0.13% | +354 | New |
| Rosenberg Matthew Hamilton | 353 | $282.0K | 0.15% | 00.0% | Unchanged |
| First Interstate Bank | 353 | $282.0K | 0.03% | +353 | New |
| Brand Asset Management Group, Inc. | 351 | $281.0K | 0.14% | +351 | New |
| Samlyn Capital, LLC | 349 | $280.0K | 0.00% | −894−71.9% | Reduced |
| Benin Management CORP | 350 | $280.0K | 0.09% | +350 | New |
| Fermata Advisors, LLC | 349 | $279.0K | 0.16% | +349 | New |
| Charles Schwab Investment Advisory, Inc. | 347 | $278.0K | 0.00% | +347 | New |
| All Season Financial Advisors, Inc. | 346 | $277.0K | 0.20% | +346 | New |
| LVM Capital Management Ltd | 345 | $276.0K | 0.04% | +345 | New |
| Meridian Wealth Partners, LLC | 344 | $275.0K | 0.06% | +34+11.0% | Added |
| Gradient Capital Advisors, LLC | 344 | $275.0K | 0.13% | +344 | New |
| Mosaic Advisors LLC | 344 | $275.0K | 0.18% | +344 | New |
| Eagle Bay Advisors LLC | 336 | $275.0K | 0.22% | +336 | New |
| Modus Advisors, LLC | 343 | $274.0K | 0.12% | −284−45.3% | Reduced |
| Strategic Financial Services, Inc, | 342 | $274.0K | 0.02% | +342 | New |
| HT Partners LLC | 343 | $274.0K | 0.08% | +343 | New |
| Old Dominion Capital Management Inc | 340 | $272.0K | 0.06% | +340 | New |
| KB Financial Partners, LLC | 339 | $271.0K | 0.10% | −144−29.8% | Reduced |
| Holloway Wealth Management, LLC | – | $271.0K | 0.08% | – | – |
| Clear Street Markets LLC | 337 | $270.0K | 0.06% | +337 | New |
| Augustine Asset Management Inc | 336 | $269.0K | 0.14% | −302−47.3% | Reduced |
| Anfield Capital Management, LLC | 336 | $269.0K | 0.10% | +336 | New |
| TAP Consulting, LLC | 336 | $269.0K | 0.08% | +336 | New |
| Bernardo Wealth Planning LLC | 337 | $269.0K | 0.16% | +337 | New |
| Ratio Wealth Group | 333 | $266.3K | 0.10% | +333 | New |
| WBH Advisory Inc | 1,378 | $266.0K | 0.04% | +1,378 | New |
| Lafayette Investments, Inc. | 332 | $266.0K | 0.07% | +332 | New |
| CMG Global Holdings, LLC | 333 | $266.0K | 0.20% | +333 | New |
| Marathon Capital Management | 330 | $264.0K | 0.06% | +330 | New |
| Jupiter Wealth Management LLC | 1,301 | $264.0K | 0.13% | +1,301 | New |
| Mezzasalma Advisors, LLC | 330 | $264.0K | 0.15% | +330 | New |
| Northwest Capital Management Inc | 1,346 | $262.0K | 0.15% | +1,346 | New |
| American Asset Management Inc. | 325 | $260.0K | 0.20% | +325 | New |
| Choice Wealth Advisors, LLC | 325 | $260.0K | 0.19% | +325 | New |
| Hamilton Wealth, LLC | 324 | $259.0K | 0.12% | +324 | New |
| Pacific Edge Advisors, LLC | 324 | $259.0K | 0.13% | +324 | New |
| KC Investment Advisors, LLC | 322 | $258.0K | 0.21% | +322 | New |
| Engrave Wealth Partners LLC | 322 | $258.0K | 0.08% | +322 | New |
| Vaughan David Investments LLC | 321 | $257.0K | 0.01% | +321 | New |
| Covenant Multifamily Offices, LLC | 321 | $257.0K | 0.05% | +321 | New |
| Winthrop Advisory Group LLC | 321 | $257.0K | 0.06% | +321 | New |
| Hubbell Strickland Wealth Management, LLC | 320 | $256.0K | 0.15% | +320 | New |