| Kingsview Wealth Management, LLC | 498 | $293.8K | 0.01% | −24−4.6% | Reduced |
| Financial Counselors Inc | 497 | $293.0K | 0.00% | +10+2.1% | Added |
| Oxford Financial Group Ltd | 495 | $291.8K | 0.02% | −99−16.7% | Reduced |
| John G Ullman & Associates Inc | 490 | $288.9K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 490 | $288.9K | 0.04% | +36+7.9% | Added |
| Avestar Capital, LLC | 489 | $288.3K | 0.03% | −280−36.4% | Reduced |
| Strategic Investment Advisors | 488 | $287.8K | 0.03% | −7−1.4% | Reduced |
| Sendero Wealth Management, LLC | 488 | $287.7K | 0.04% | +488 | New |
| Nicholas Hoffman & Company, LLC. | 485 | $286.1K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 481 | $283.6K | 0.02% | −15−3.0% | Reduced |
| NFP Retirement, Inc. | 480 | $283.0K | 0.02% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 478 | $282.0K | 0.09% | +478 | New |
| Clarius Group, LLC | 478 | $281.8K | 0.02% | −11−2.2% | Reduced |
| SageView Advisory Group, LLC | 463 | $273.0K | 0.01% | −430−48.2% | Reduced |
| Buckingham Strategic Partners | 460 | $271.6K | 0.00% | +460 | New |
| L2 Asset Management, LLC | 455 | $268.3K | 0.06% | +41+9.9% | Added |
| StoneX Group Inc. | 452 | $266.7K | 0.01% | +452 | New |
| Legacy Advisors, LLC | 447 | $263.5K | 0.03% | +447 | New |
| Cornerstone Wealth Group, LLC | 444 | $261.8K | 0.02% | +444 | New |
| IFG Advisory, LLC | 439 | $259.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 439 | $258.9K | 0.01% | +33+8.1% | Added |
| United Community Bank | 438 | $258.2K | 0.10% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 435 | $256.5K | 0.14% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 434 | $255.9K | 0.02% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 452 | $255.8K | 0.06% | +50+12.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 431 | $254.0K | 0.05% | 00.0% | Unchanged |
| Balentine LLC | 426 | $251.2K | 0.01% | −20−4.5% | Reduced |
| Marquette Asset Management, LLC | 425 | $250.6K | 0.04% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 425 | $250.6K | 0.05% | +425 | New |
| Legacy Financial Advisors, Inc. | 422 | $248.7K | 0.04% | +422 | New |
| Cassaday & Co Wealth Management LLC | 421 | $248.2K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 417 | $246.0K | 0.01% | +26+6.6% | Added |
| Sandy Spring Bank | 416 | $245.3K | 0.01% | −27−6.1% | Reduced |
| Advisor OS, LLC | 416 | $245.3K | 0.03% | +30+7.8% | Added |
| Bernardo Wealth Planning LLC | 415 | $245.0K | 0.06% | +13+3.2% | Added |
| Traphagen Investment Advisors LLC | 415 | $244.7K | 0.03% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 415 | $244.7K | 0.07% | +6+1.5% | Added |
| GHP Investment Advisors, Inc. | 414 | $244.1K | 0.01% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 412 | $243.1K | 0.07% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 412 | $242.8K | 0.22% | +412 | New |
| Fullcircle Wealth LLC | 437 | $241.2K | 0.10% | +68+18.4% | Added |
| Bridgewater Advisors Inc. | 433 | $240.8K | 0.02% | +433 | New |
| Great Lakes Advisors, LLC | 406 | $239.4K | 0.00% | +406 | New |
| Antonelli Financial Advisors, LLC | 404 | $238.3K | 0.19% | 00.0% | Unchanged |
| Somerville Kurt F | 404 | $238.2K | 0.04% | +404 | New |
| SeaCrest Wealth Management, LLC | 402 | $237.0K | 0.03% | −31−7.2% | Reduced |
| Flputnam Investment Management Co | 400 | $235.8K | 0.00% | −1,945−82.9% | Reduced |
| Financial Alternatives, Inc | 400 | $235.8K | 0.17% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 396 | $234.0K | 0.07% | +2+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 400 | $233.1K | 0.04% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 395 | $232.9K | 0.00% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 394 | $232.3K | 0.24% | +394 | New |
| Marshall & Sterling Wealth Advisors Inc. | 393 | $231.9K | 0.16% | −1−0.3% | Reduced |
| Triasima Portfolio Management inc. | 392 | $231.1K | 0.05% | +392 | New |
| Retirement Planning Group | 392 | $230.8K | 0.01% | +392 | New |
| AE Wealth Management LLC | 391 | $230.7K | 0.00% | −53−11.9% | Reduced |
| Capital Market Strategies LLC | 391 | $230.5K | 0.15% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 390 | $230.2K | 0.05% | +381+4,233.3% | Added |
| Rothschild Investment LLC | 390 | $229.9K | 0.02% | −21−5.1% | Reduced |
| MJP Associates Inc | 389 | $229.3K | 0.04% | +389 | New |
| Garrison Bradford & Associates Inc | 389 | $229.3K | 0.25% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 389 | $229.3K | 0.01% | +389 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 388 | $228.8K | 0.02% | +388 | New |
| 3Chopt Investment Partners, LLC | 388 | $228.8K | 0.06% | +388 | New |
| Morey & Quinn Wealth Partners, LLC | 387 | $228.2K | 0.19% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 384 | $226.4K | 0.06% | +384 | New |
| Versant Capital Management, Inc | 382 | $225.2K | 0.04% | +268+235.1% | Added |
| Colonial Trust Co | 379 | $223.5K | 0.03% | −6−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 379 | $223.5K | 0.06% | +379 | New |
| Security National Bank | 375 | $221.1K | 0.04% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 374 | $220.5K | 0.09% | +374 | New |
| VestGen Advisors, LLC | 373 | $219.9K | 0.01% | +373 | New |
| Charter Trust Co | 372 | $219.3K | 0.01% | −19−4.9% | Reduced |
| Clear Creek Financial Management, LLC | 370 | $218.1K | 0.02% | +370 | New |
| Hazlett, Burt & Watson, Inc. | 369 | $216.0K | 0.10% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 364 | $214.6K | 0.00% | +364 | New |
| Sterling Investment Counsel, LLC | 363 | $214.0K | 0.07% | +363 | New |
| Nicolet Bankshares Inc | 361 | $212.8K | 0.04% | +361 | New |
| Pictet North America Advisors SA | 360 | $212.2K | 0.02% | −41−10.2% | Reduced |
| Claret Asset Management Corp | 360 | $212.0K | 0.03% | +360 | New |
| Private Trust Co NA | 359 | $211.7K | 0.02% | +3+0.8% | Added |
| AMG National Trust Bank | 359 | $211.7K | 0.01% | +359 | New |
| Sivia Capital Partners, LLC | 357 | $210.5K | 0.10% | +357 | New |
| Heritage Financial Services, LLC | 355 | $209.3K | 0.02% | +355 | New |
| Compass Ion Advisors, LLC | 354 | $208.8K | 0.02% | +354 | New |
| Whittier Trust Co of Nevada Inc | 354 | $208.7K | 0.01% | 00.0% | Unchanged |
| One Day In July LLC | 353 | $208.1K | 0.02% | +353 | New |
| Breed's Hill Capital LLC | 353 | $208.1K | 0.11% | +353 | New |
| Cross Staff Investments Inc | 352 | $207.5K | 0.16% | +352 | New |
| Old National Bancorp | 351 | $206.9K | 0.01% | −43−10.9% | Reduced |
| Schrum Private Wealth Management LLC | 350 | $206.6K | 0.18% | +350 | New |
| Westwood Holdings Group Inc. | 350 | $206.4K | 0.00% | +350 | New |
| Wilkins Investment Counsel Inc | 350 | $206.4K | 0.03% | +350 | New |
| Chicago Trust Co NA | 350 | $206.4K | 0.04% | +350 | New |
| First Commonwealth Financial Corp | 347 | $204.6K | 0.05% | −48−12.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 346 | $204.0K | 0.02% | +346 | New |
| Nicholson Wealth Management Group, LLC | 346 | $204.0K | 0.13% | +346 | New |
| Drum Hill Capital, LLC | 346 | $204.0K | 0.24% | +346 | New |
| Strategy Asset Managers LLC | 344 | $202.8K | 0.04% | +344 | New |
| WESPAC Advisors, LLC | 344 | $202.8K | 0.17% | +344 | New |
