| Strategic Financial Partners, Ltd. | 611 | $416.7K | 0.18% | 00.0% | Unchanged |
| Crane Advisory, LLC | 600 | $417.1K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 614 | $418.4K | 0.03% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 614 | $418.5K | 0.11% | −14−2.2% | Reduced |
| Trajan Wealth LLC | 616 | $420.4K | 0.02% | +88+16.7% | Added |
| Strategent Financial, LLC | 617 | $420.7K | 0.27% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 618 | $421.3K | 0.18% | +22+3.7% | Added |
| Integrated Capital Management, LLC | 620 | $422.7K | 0.18% | −194−23.8% | Reduced |
| Harvey Capital Management Inc | 620 | $422.8K | 0.09% | +620 | New |
| Gallagher Capital Advisors, LLC | 675 | $423.6K | 0.27% | +4+0.6% | Added |
| Cascade Investment Advisors, Inc. | 622 | $424.4K | 0.25% | −25−3.9% | Reduced |
| Synergy Investment Management, LLC | 623 | $424.7K | 0.15% | +13+2.1% | Added |
| Robinswood Financial LLC | 624 | $425.7K | 0.14% | +2+0.3% | Added |
| Interactive Financial Advisors | 624 | $425.8K | 0.28% | −63−9.2% | Reduced |
| Partners Wealth Management, LLC | 625 | $426.2K | 0.45% | −12−1.9% | Reduced |
| Mindset Wealth Management, LLC | 1,109 | $426.6K | 0.11% | +543+95.9% | Added |
| Southland Equity Partners LLC | 626 | $426.9K | 0.08% | +38+6.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,024 | $428.7K | 0.29% | −7,455−78.6% | Reduced |
| New England Professional Planning Group Inc. | 631 | $430.3K | 0.18% | 00.0% | Unchanged |
| Avondale Wealth Management | 632 | $430.7K | 0.22% | −110−14.8% | Reduced |
| Coquina Private Wealth LLC | 632 | $431.0K | 0.35% | +632 | New |
| Field & Main Bank | 633 | $431.7K | 0.12% | −8−1.2% | Reduced |
| TCP Asset Management, LLC | 633 | $431.7K | 0.07% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 634 | $432.2K | 0.15% | −44−6.5% | Reduced |
| Eaton-Cambridge Inc. | 634 | $432.3K | 0.14% | −25−3.8% | Reduced |
| O'Brien Greene & Co. Inc | 634 | $432.6K | 0.13% | +8+1.3% | Added |
| Nomura Asset Management Co Ltd | 637 | $434.4K | 0.00% | −740−53.7% | Reduced |
| Scissortail Wealth Management, LLC | 637 | $434.4K | 0.10% | −1−0.2% | Reduced |
| Graham Capital Wealth Management, LLC | 638 | $434.9K | 0.40% | −208−24.6% | Reduced |
| Merrithew & Thorsten Inc | 639 | $435.0K | 0.46% | +639 | New |
| Greenland Capital Management LP | 638 | $435.1K | 0.06% | +638 | New |
| Banque Transatlantique SA | 635 | $435.5K | 0.01% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 640 | $436.2K | 0.23% | +132+26.0% | Added |
| Baugh & Associates, LLC | 719 | $437.7K | 0.22% | +53+8.0% | Added |
| Troutman Wealth Management, LLC | 642 | $437.9K | 0.36% | +642 | New |
| Pine Harbor Wealth Management, LLC | 642 | $438.1K | 0.13% | +2+0.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 645 | $439.8K | 0.27% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $439.8K | 0.29% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 645 | $439.8K | 0.10% | 00.0% | Unchanged |
| Mittelman Wealth Management | 645 | $440.5K | 0.29% | −4−0.6% | Reduced |
| Stone Loft Wealth Management LLC | 650 | $443.2K | 0.42% | +650 | New |
| Pacifica Partners Inc. | 649 | $443.4K | 0.20% | −38−5.5% | Reduced |
| Francis Financial, Inc. | 651 | $443.9K | 0.09% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 652 | $444.4K | 0.11% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 652 | $444.6K | 4.31% | −109−14.3% | Reduced |
| Lifelong Wealth Advisors, Inc. | 652 | $444.6K | 0.12% | +320+96.4% | Added |
| Brick & Kyle, Associates | 653 | $445.0K | 0.16% | 00.0% | Unchanged |
| Concentrum Wealth Management | 654 | $446.0K | 0.12% | +654 | New |
| Northwest Wealth Management, LLC | 656 | $447.3K | 0.07% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 660 | $450.1K | 0.23% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 660 | $450.1K | 0.22% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 660 | $450.1K | 0.10% | −52−7.3% | Reduced |
| Capital Squared Financial LLC | 660 | $450.2K | 0.35% | +49+8.0% | Added |
| Cidel Asset Management Inc | 661 | $450.8K | 0.03% | −41−5.8% | Reduced |
| Corundum Trust Company, INC | 662 | $451.4K | 1.03% | −954−59.0% | Reduced |
| Rather & Kittrell, Inc. | 662 | $451.4K | 0.07% | −130−16.4% | Reduced |
| Planning Directions Inc | 662 | $451.4K | 0.23% | +149+29.0% | Added |
| TPG Financial Advisors, LLC | 663 | $452.1K | 0.15% | −65−8.9% | Reduced |
| Littlejohn Financial Services, Inc. | 663 | $452.1K | 0.33% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 664 | $452.8K | 0.03% | +76+12.9% | Added |
| Balanced Wealth Group LLC | 678 | $453.1K | 0.17% | −69−9.2% | Reduced |
| Legacy Capital Group California, Inc. | 666 | $454.2K | 0.11% | −88−11.7% | Reduced |
| Mayfair Advisory Group, LLC | 666 | $455.0K | 0.18% | +1+0.2% | Added |
| Teamwork Financial Advisors, LLC | 669 | $456.5K | 0.05% | −10−1.5% | Reduced |
| Miller Wealth Advisors, LLC | 672 | $458.0K | 0.17% | +2+0.3% | Added |
| Meadow Creek Wealth Advisors LLC | 673 | $459.1K | 0.29% | +1+0.1% | Added |
| CCM Investment Advisers LLC | 674 | $459.6K | 0.04% | +11+1.7% | Added |
| Ballast Financial Advisors LLC | 674 | $459.6K | 0.47% | +674 | New |
| Gilbert Capital Group, Inc. | 675 | $460.3K | 0.35% | 00.0% | Unchanged |
| CLG LLC | 676 | $460.8K | 0.11% | −70−9.4% | Reduced |
| Balanced Rock Investment Advisor | 676 | $461.0K | 0.33% | −9−1.3% | Reduced |
| Clearwave Capital, LLC | 681 | $464.4K | 0.34% | +681 | New |
| Global Wealth Strategies & Associates | 683 | $465.8K | 0.12% | +65+10.5% | Added |
| Great Point Wealth Advisors, LLC | 684 | $466.1K | 0.09% | −19−2.7% | Reduced |
| Pflug Koory, LLC | 684 | $466.4K | 0.22% | +1+0.1% | Added |
| Moller Financial Services | 684 | $466.4K | 0.10% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 684 | $466.4K | 0.33% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 684 | $466.5K | 0.01% | +13+1.9% | Added |
| Tower Research Capital LLC (TRC) | 687 | $468.5K | 0.01% | −637,845−99.9% | Reduced |
| AG Asset Advisory, LLC | 687 | $468.5K | 0.40% | +330+92.4% | Added |
| Topel & Distasi Wealth Management, LLC | 687 | $468.6K | 0.23% | −23−3.2% | Reduced |
| Altiora Financial Group, LLC | 688 | $468.9K | 0.08% | +2+0.3% | Added |
| Carnegie Lake Advisors LLC | 690 | $470.6K | 0.18% | +1+0.1% | Added |
| Highline Wealth Partners LLC | 692 | $471.7K | 0.13% | +4+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 694 | $473.0K | 0.12% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 694 | $473.3K | 0.26% | −9−1.3% | Reduced |
| Cooper Capital Advisors LLC | 695 | $474.1K | 0.30% | 00.0% | Unchanged |
| Atomic Invest LLC | 692 | $475.1K | 0.27% | +692 | New |
| FLP Wealth Management, LLC | 697 | $475.3K | 1.13% | +697 | New |
| Van Diest Capital, LLC | 700 | $477.1K | 0.71% | +700 | New |
| Uniting Wealth Partners, LLC | 698 | $477.4K | 0.15% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 695 | $480.0K | 0.35% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 704 | $480.0K | 0.13% | −303−30.1% | Reduced |
| Arcadia Investment Management Corp | 704 | $480.1K | 0.08% | −166−19.1% | Reduced |
| Eagle Harbor Asset Management Inc | 705 | $480.6K | 0.40% | +1+0.1% | Added |
| Presilium Private Wealth, LLC | 705 | $480.8K | 0.09% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 707 | $482.1K | 0.24% | +21+3.1% | Added |
| CJM Wealth Advisers, Ltd. | 711 | $484.7K | 0.14% | −126−15.1% | Reduced |
| Benson Investment Management Company, Inc. | 712 | $485.3K | 0.17% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 712 | $485.5K | 0.27% | −1−0.1% | Reduced |