| SFMG, LLC | 491 | $243.1K | 0.01% | +491 | New |
| Goldenstone Wealth Management LLC | 490 | $242.7K | 0.16% | +490 | New |
| Bank of Nova Scotia Trust Co | 490 | $242.6K | 0.02% | +490 | New |
| Rathbone Brothers plc | 490 | $242.6K | 0.00% | +490 | New |
| JM2 Capital Inc. | 488 | $241.6K | 0.17% | +488 | New |
| Kathmere Capital Management, LLC | 484 | $239.6K | 0.01% | +484 | New |
| First Horizon Corp | 484 | $239.6K | 0.01% | +399+469.4% | Added |
| Legacy Financial Group, Inc. | 482 | $238.6K | 0.06% | +482 | New |
| LS Investment Advisors, LLC | 480 | $237.6K | 0.03% | −95−16.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 478 | $236.6K | 0.01% | +478 | New |
| Ocean Capital Management, LLC | 475 | $235.3K | 0.04% | +475 | New |
| Sicart Associates LLC | 475 | $235.2K | 0.06% | +475 | New |
| DiNuzzo Private Wealth, Inc. | 474 | $234.7K | 0.02% | 00.0% | Unchanged |
| May Hill Capital, LLC | 474 | $234.7K | 0.05% | +474 | New |
| Graticule Asia Macro Advisors LLC | 471 | $233.2K | 0.02% | +471 | New |
| Cox Capital Mgt LLC | 467 | $231.2K | 0.13% | +467 | New |
| Sepio Capital, LP | 465 | $230.2K | 0.01% | +465 | New |
| STG Securities, LLC | 464 | $229.7K | 0.25% | +464 | New |
| Advisortrust Partners, LLC | 463 | $229.2K | 0.08% | +463 | New |
| Prosperity Consulting Group, LLC | 462 | $228.7K | 0.01% | +462 | New |
| Sigma Investment Counselors Inc | 461 | $228.2K | 0.01% | +461 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 4,189 | $227.8K | 0.07% | +4,189 | New |
| Mitchell McLeod Pugh & Williams Inc | 460 | $227.7K | 0.03% | +460 | New |
| TFC Financial Management | 459 | $227.2K | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 453 | $224.3K | 0.00% | +453 | New |
| Howard Bailey Securities, LLC | 452 | $223.8K | 0.08% | +452 | New |
| Chung Wu Investment Group, LLC | 450 | $222.8K | 0.15% | −80−15.1% | Reduced |
| Edge Wealth Management LLC | 450 | $222.8K | 0.04% | +450 | New |
| Chase Investment Counsel Corp | 447 | $221.0K | 0.05% | +447 | New |
| Ashton Thomas Private Wealth, LLC | 444 | $219.8K | 0.00% | +444 | New |
| KRS Capital Management, LLC | 443 | $219.4K | 0.10% | +443 | New |
| Excelsior Advisor Network LLC | 442 | $218.8K | 0.03% | +442 | New |
| Centric Wealth Management | 545 | $218.3K | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 440 | $217.8K | 0.09% | +440 | New |
| Blue Chip Partners, Inc. | 440 | $217.7K | 0.01% | +440 | New |
| Balboa Wealth Partners | 438 | $216.9K | 0.03% | −463−51.4% | Reduced |
| NBT Bank N A | 437 | $216.3K | 0.01% | −5−1.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 433 | $214.4K | 0.09% | +433 | New |
| Wellspring Financial Advisors, LLC | 431 | $213.5K | 0.01% | −315−42.2% | Reduced |
| Romano Brothers and Company | 431 | $213.4K | 0.02% | +431 | New |
| Bell Bank | 431 | $213.4K | 0.01% | +431 | New |
| Mosaic Family Wealth Partners, LLC | 430 | $213.1K | 0.01% | +430 | New |
| Quantum Financial Advisors, LLC | 430 | $213.0K | 0.02% | +430 | New |
| Norden Group LLC | 430 | $212.9K | 0.02% | +430 | New |
| Dutch Asset Corp | 429 | $212.9K | 0.11% | +429 | New |
| Sax Wealth Advisors, LLC | 591 | $212.1K | 0.01% | +591 | New |
| AssuredPartners Investment Advisors, LLC | 426 | $211.1K | 0.02% | −275−39.2% | Reduced |
| Independent Financial Group, LLC | 426 | $210.9K | 0.00% | +426 | New |
| Argos Wealth Advisors, LLC | 426 | $210.9K | 0.06% | +426 | New |
| Biondo Investment Advisors, LLC | 425 | $210.4K | 0.03% | +425 | New |
| Bouchey Financial Group Ltd | 425 | $210.4K | 0.01% | +425 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 425 | $210.4K | 0.08% | +19+4.7% | Added |
| Mraz, Amerine & Associates, Inc. | 419 | $207.4K | 0.03% | +419 | New |
| Nicolet Bankshares Inc | 419 | $207.4K | 0.01% | +419 | New |
| Evergreen Capital Management LLC | 418 | $206.9K | 0.00% | +418 | New |
| Outlook Wealth Advisors, LLC | 418 | $206.9K | 0.04% | +418 | New |
| Headinvest, LLC | 417 | $206.4K | 0.04% | +417 | New |
| Wealth Alliance Advisory Group, LLC | 417 | $206.4K | 0.03% | +417 | New |
| Defiance ETFs, LLC | 427 | $206.2K | 0.00% | +427 | New |
| Alta Advisers Ltd | 416 | $206.0K | 0.05% | +416 | New |
| Coastline Trust Co | 414 | $205.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 437 | $204.9K | 0.00% | −119−21.4% | Reduced |
| Alliance Wealth Management Group | 413 | $204.5K | 0.04% | +413 | New |
| Towercrest Capital Management | 413 | $204.5K | 0.03% | +413 | New |
| Platform Technology Partners | 410 | $203.2K | 0.03% | +410 | New |
| Ring Mountain Capital, LLC | 410 | $203.0K | 0.09% | +410 | New |
| Modern Wealth Management, LLC | 409 | $202.5K | 0.00% | +409 | New |
| RWM Asset Management, LLC | 421 | $202.3K | 0.03% | +421 | New |
| Paragon Capital Management Ltd | 408 | $202.2K | 0.04% | +408 | New |
| Bridgewealth Advisory Group, LLC | 408 | $202.0K | 0.04% | +408 | New |
| Swiss Re Ltd | 406 | $201.0K | 0.02% | +406 | New |
| Leading Edge Financial Planning LLC | 406 | $201.0K | 0.04% | +406 | New |
| Intrua Financial, LLC | 405 | $200.6K | 0.02% | +405 | New |
| PFG Advisors | 405 | $200.5K | 0.01% | +405 | New |
| Everpar Advisors LLC | 405 | $200.5K | 0.06% | +405 | New |
| Thompson Investment Management, Inc. | 400 | $198.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $198.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $198.0K | 0.04% | +93+30.3% | Added |
| Valley National Advisers Inc | 399 | $197.5K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 394 | $195.1K | 0.09% | +2+0.5% | Added |
| Trust Co of Toledo NA | 380 | $188.1K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 374 | $185.2K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 356 | $176.0K | 0.09% | +3+0.8% | Added |
| CVA Family Office, LLC | 355 | $175.8K | 0.02% | +9+2.6% | Added |
| Institute for Wealth Management, LLC. | 346 | $171.3K | 0.02% | +346 | New |
| Cromwell Holdings LLC | 346 | $171.3K | 0.08% | +15+4.5% | Added |
| HHM Wealth Advisors, LLC | 340 | $168.3K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 338 | $167.3K | 0.01% | +292+634.8% | Added |
| St Germain D J Co Inc | 335 | $165.9K | 0.01% | −6−1.8% | Reduced |
| Tobam | 328 | $162.0K | 0.04% | −421−56.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 326 | $161.4K | 0.10% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 322 | $159.4K | 0.02% | +25+8.4% | Added |
| Morse Asset Management, Inc | 317 | $156.9K | 0.03% | +267+534.0% | Added |
| Continuum Advisory, LLC | 315 | $155.9K | 0.01% | +315 | New |
| Nemes Rush Group LLC | 311 | $153.9K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 305 | $151.0K | 0.09% | −4−1.3% | Reduced |
| Oakworth Capital, Inc. | 304 | $149.8K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $149.0K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 300 | $148.5K | 0.05% | +300 | New |
| Addison Advisors LLC | 291 | $144.1K | 0.07% | −8−2.7% | Reduced |
