| WealthShield Partners, LLC | 856 | $215.0K | 0.03% | +856 | New |
| Wilkinson Global Asset Management LLC | 860 | $214.8K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 860 | $214.8K | 0.00% | +860 | New |
| Monument Group Wealth Advisors, LLC | 859 | $214.5K | 0.16% | −32−3.6% | Reduced |
| Quantum Financial Advisors, LLC | 859 | $214.5K | 0.04% | +859 | New |
| General Partner, Inc. | 858 | $214.3K | 0.13% | +383+80.6% | Added |
| Reston Wealth Management LLC | 858 | $214.3K | 0.09% | +858 | New |
| Marino, Stram & Associates LLC | 858 | $214.2K | 0.05% | +858 | New |
| Summitry LLC | 856 | $213.8K | 0.01% | +856 | New |
| Vertex Planning Partners, LLC | 854 | $213.3K | 0.06% | −184−17.7% | Reduced |
| Evanson Asset Management, LLC | 851 | $212.5K | 0.02% | +851 | New |
| Bourne Lent Asset Management Inc | 850 | $212.3K | 0.09% | +850 | New |
| Jacobsen Capital Management | 849 | $212.0K | 0.10% | +849 | New |
| Eldridge Investment Advisors, Inc. | 848 | $212.0K | 0.05% | +848 | New |
| Bennett Selby Investments LP | 848 | $211.7K | 0.10% | +848 | New |
| LWMG, LLC | 847 | $211.5K | 0.05% | +847 | New |
| Kornitzer Capital Management Inc | 846 | $211.3K | 0.00% | +846 | New |
| Claro Advisors LLC | 846 | $211.2K | 0.04% | +846 | New |
| Berkeley, Inc | 845 | $211.0K | 0.13% | +845 | New |
| Zacks Investment Management | 845 | $211.0K | 0.00% | −45,092−98.2% | Reduced |
| Vicus Capital | 844 | $210.9K | 0.02% | +844 | New |
| Shepherd Financial Partners LLC | 844 | $210.7K | 0.03% | +844 | New |
| Secure Asset Management, LLC | 841 | $210.1K | 0.05% | −810−49.1% | Reduced |
| Prelude Capital Management, LLC | 841 | $210.0K | 0.01% | +841 | New |
| Forum Private Client Group LLC | 840 | $209.8K | 0.10% | +840 | New |
| Sterling Investment Counsel, LLC | 840 | $209.7K | 0.10% | +840 | New |
| K.J. Harrison & Partners Inc | 839 | $209.5K | 0.03% | −3,758−81.7% | Reduced |
| NCM Capital Management, LLC | 836 | $208.7K | 0.12% | +836 | New |
| Sharkey, Howes & Javer | 833 | $208.0K | 0.03% | +833 | New |
| New England Professional Planning Group Inc. | 833 | $208.0K | 0.11% | +833 | New |
| Aveo Capital Partners, LLC | 860 | $208.0K | 0.02% | +860 | New |
| Monterey Private Wealth, Inc. | 831 | $207.7K | 0.08% | +831 | New |
| Cypress Wealth Services, LLC | 827 | $206.5K | 0.05% | −962−53.8% | Reduced |
| Veracity Capital LLC | 826 | $206.2K | 0.08% | +826 | New |
| Diversified, LLC | 825 | $206.0K | 0.03% | +825 | New |
| Confluence Wealth Services, Inc. | 822 | $205.3K | 0.02% | +822 | New |
| Astoria Portfolio Advisors LLC. | 840 | $205.1K | 0.08% | −258−23.5% | Reduced |
| Delap Wealth Advisory, LLC | 818 | $204.3K | 0.08% | +818 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 818 | $204.3K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 817 | $203.9K | 0.10% | +817 | New |
| Clayton Financial Group LLC | 814 | $203.3K | 0.09% | +814 | New |
| United Community Bank | 812 | $202.8K | 0.08% | −4,598−85.0% | Reduced |
| Horizon Investment Services, LLC | 810 | $202.3K | 0.10% | +810 | New |
| Smart Portfolios, LLC | 810 | $202.3K | 0.21% | +810 | New |
| Ridgecrest Wealth Partners, LLC | 810 | $202.3K | 0.12% | +810 | New |
| Amplius Wealth Advisors, LLC | 809 | $202.0K | 0.02% | −60−6.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 809 | $202.0K | 0.03% | +809 | New |
| Stockman Wealth Management, Inc. | 805 | $201.0K | 0.04% | −77−8.7% | Reduced |
| Patton Albertson Miller Group, LLC | 804 | $200.8K | 0.03% | +804 | New |
| MidWestOne Financial Group, Inc. | 802 | $200.3K | 0.04% | +802 | New |
| Armbruster Capital Management, Inc. | 801 | $200.0K | 0.04% | +801 | New |
| Rodgers & Associates, LTD | 801 | $200.0K | 0.03% | +801 | New |
| HighMark Wealth Management LLC | 792 | $197.8K | 0.12% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 848 | $197.6K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 796 | $195.1K | 0.03% | +796 | New |
| Hollencrest Capital Management | 781 | $195.0K | 0.01% | −1,033−56.9% | Reduced |
| Raffa Wealth Management, LLC | 767 | $191.6K | 0.06% | +687+858.8% | Added |
| Roble, Belko & Company, Inc | 761 | $190.0K | 0.03% | −60−7.3% | Reduced |
| Avion Wealth | 717 | $180.0K | 0.05% | −300−29.5% | Reduced |
| Versant Capital Management, Inc | 715 | $178.6K | 0.05% | −608−46.0% | Reduced |
| Essex Investment Management Co LLC | 705 | $176.1K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 689 | $172.1K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 687 | $171.6K | 0.03% | +2+0.3% | Added |
| Northwest Bank & Trust Co | 700 | $169.3K | 0.16% | 00.0% | Unchanged |
| Hilltop National Bank | 665 | $166.1K | 0.06% | +665 | New |
| Creative Capital Management Investments LLC | 653 | $163.1K | 0.08% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 647 | $161.6K | 0.01% | −20,902−97.0% | Reduced |
| Sittner & Nelson, LLC | 625 | $156.1K | 0.08% | −100−13.8% | Reduced |
| Richardson Financial Services Inc. | 623 | $155.6K | 0.11% | −1−0.2% | Reduced |
| First Financial Corp | 616 | $153.8K | 0.08% | −493−44.5% | Reduced |
| SJS Investment Consulting Inc. | 610 | $152.3K | 0.03% | +101+19.8% | Added |
| Sound Income Strategies, LLC | 592 | $147.8K | 0.01% | +33+5.9% | Added |
| Bogart Wealth, LLC | 586 | $146.4K | 0.01% | +8+1.4% | Added |
| Canton Hathaway, LLC | 556 | $139.0K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 550 | $137.4K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 541 | $135.1K | 0.10% | +541 | New |
| Cranbrook Wealth Management, LLC | 533 | $133.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 537 | $131.7K | 0.04% | +49+10.0% | Added |
| FinTrust Capital Advisors, LLC | 522 | $130.4K | 0.03% | +49+10.4% | Added |
| Tanglewood Legacy Advisors, LLC | 522 | $130.3K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 513 | $128.0K | 0.01% | +27+5.6% | Added |
| Lummis Asset Management, LP | 501 | $125.1K | 0.17% | −1,607−76.2% | Reduced |
| Marshall Wace, LLP | 500 | $124.9K | 0.00% | +500 | New |
| Addison Advisors LLC | 492 | $122.9K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 490 | $122.4K | 0.01% | −34−6.5% | Reduced |
| Tyler-Stone Wealth Management | 486 | $121.4K | 0.05% | −46−8.6% | Reduced |
| Kelly Financial Services LLC | 476 | $119.0K | 0.05% | +50+11.7% | Added |
| Caldwell Sutter Capital, Inc. | 475 | $118.6K | 0.06% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 474 | $118.4K | 0.12% | +474 | New |
| Private Ocean, LLC | 468 | $116.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 459 | $114.6K | 0.03% | −7−1.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 450 | $112.4K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 447 | $111.7K | 0.01% | −5,091−91.9% | Reduced |
| McIlrath & Eck, LLC | 445 | $111.1K | 0.02% | +56+14.4% | Added |
| McClarren Financial Advisors, Inc. | 439 | $110.0K | 0.08% | +3+0.7% | Added |
| DiNuzzo Private Wealth, Inc. | 438 | $109.4K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 435 | $108.6K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 413 | $103.1K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 409 | $102.1K | 0.04% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 400 | $100.0K | 0.06% | +400 | New |
