| Federation des caisses Desjardins du Quebec | 465 | $321.2K | 0.00% | −38−7.6% | Reduced |
| Laffer Tengler Investments | 465 | $321.2K | 0.12% | +36+8.4% | Added |
| Flagship Harbor Advisors, LLC | 462 | $319.0K | 0.03% | +18+4.1% | Added |
| Wilkinson Global Asset Management LLC | 460 | $318.0K | 0.02% | +25+5.7% | Added |
| Marcum Wealth, LLC | 457 | $316.0K | 0.05% | +21+4.8% | Added |
| XR Securities LLC | 456 | $315.0K | 0.26% | −234−33.9% | Reduced |
| Roundview Capital LLC | 451 | $312.0K | 0.03% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 450 | $311.0K | 0.17% | −134−22.9% | Reduced |
| Institute for Wealth Management, LLC. | 449 | $310.0K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 445 | $307.0K | 0.10% | +15+3.5% | Added |
| Harbour Capital Advisors, LLC | 443 | $306.0K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 443 | $306.0K | 0.07% | +443 | New |
| Cardan Capital Partners, LLC | 442 | $305.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 439 | $303.0K | 0.12% | +439 | New |
| Sunbelt Securities, Inc. | 437 | $301.0K | 0.05% | −5−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 435 | $301.0K | 0.01% | +13+3.1% | Added |
| Executive Wealth Management, LLC | 430 | $297.0K | 0.03% | +430 | New |
| Garde Capital, Inc. | 428 | $296.0K | 0.03% | +4+0.9% | Added |
| Opal Wealth Advisors, LLC | 421 | $291.0K | 0.27% | −89−17.5% | Reduced |
| Kesler, Norman & Wride, LLC | 379 | $290.0K | 0.07% | +2+0.5% | Added |
| Advisory Research Inc | 418 | $289.0K | 0.02% | −213−33.8% | Reduced |
| Bruderman Asset Management, LLC | 417 | $288.0K | 0.09% | −5−1.2% | Reduced |
| Forte Capital LLC | 417 | $288.0K | 0.04% | +62+17.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 412 | $285.0K | 0.07% | +12+3.0% | Added |
| Eagle Asset Management Inc | 411 | $283.0K | 0.00% | +40+10.8% | Added |
| Regentatlantic Capital LLC | 408 | $282.0K | 0.01% | −2−0.5% | Reduced |
| FineMark National Bank & Trust | 407 | $281.0K | 0.01% | +6+1.5% | Added |
| Red Door Wealth Management, LLC | 406 | $280.0K | 0.11% | +406 | New |
| Wealth Management Associates, Inc. | 405 | $279.8K | 0.16% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 402 | $278.0K | 0.12% | 00.0% | Unchanged |
| Principal Financial Group Inc | 400 | $276.0K | 0.00% | −554−58.1% | Reduced |
| A.R.T. Advisors, LLC | 400 | $276.0K | 11.97% | +400 | New |
| Edge Capital Group, LLC | 395 | $273.0K | 0.02% | −6−1.5% | Reduced |
| BBR Partners, LLC | 388 | $268.0K | 0.02% | +388 | New |
| Access Financial Services, Inc. | 813 | $268.0K | 0.12% | +813 | New |
| Linscomb & Williams, Inc. | 386 | $267.0K | 0.01% | −20−4.9% | Reduced |
| Centric Wealth Management | 386 | $267.0K | 0.09% | +386 | New |
| Two Sigma Securities, LLC | 382 | $264.0K | 0.07% | +382 | New |
| JNBA Financial Advisors | 380 | $263.0K | 0.04% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 337 | $263.0K | 0.13% | +141+71.9% | Added |
| Boston Common Asset Management, LLC | 378 | $261.0K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 378 | $261.0K | 0.08% | +25+7.1% | Added |
| Evoke Wealth, LLC | 378 | $261.0K | 0.01% | +74+24.3% | Added |
| SFMG, LLC | 378 | $261.0K | 0.03% | +378 | New |
| Marks Group Wealth Management, Inc | 376 | $261.0K | 0.04% | +376 | New |
| Monterey Private Wealth, Inc. | 374 | $258.0K | 0.15% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 372 | $257.0K | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 371 | $256.0K | 0.01% | +14+3.9% | Added |
| Homrich & Berg | 360 | $249.0K | 0.01% | +12+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 360 | $249.0K | 0.00% | +360 | New |
| Canal Capital Management, LLC | 359 | $248.0K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 358 | $247.0K | 0.11% | +358 | New |
| Capital Advisory Group Advisory Services, LLC | 355 | $245.0K | 0.09% | −98−21.6% | Reduced |
| Andesa Financial Management Inc. | 353 | $244.0K | 0.07% | −47−11.8% | Reduced |
| Kovack Advisors, Inc. | 354 | $244.0K | 0.03% | +354 | New |
| Lincoln National Corp | 351 | $243.0K | 0.01% | +351 | New |
| Gerber Kawasaki Wealth & Investment Management | 353 | $243.0K | 0.02% | +353 | New |
| White Lighthouse Investment Management Inc. | 350 | $242.0K | 0.07% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 350 | $242.0K | 0.02% | +350 | New |
| LCM Capital Management Inc | 347 | $240.0K | 0.20% | +347 | New |
| Gamble Jones Investment Counsel | 345 | $238.0K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 342 | $236.0K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 340 | $235.0K | 0.02% | −133−28.1% | Reduced |
| Calton & Associates, Inc. | 343 | $235.0K | 0.04% | −20−5.5% | Reduced |
| Clear Creek Financial Management, LLC | 336 | $232.0K | 0.04% | +336 | New |
| MJP Associates Inc | 333 | $230.0K | 0.08% | −26−7.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 333 | $230.0K | 0.03% | +333 | New |
| SRS Capital Advisors, Inc. | 330 | $228.0K | 0.03% | +330 | New |
| Souders Financial Advisors | 330 | $228.0K | 0.08% | +330 | New |
| RiverFront Investment Group, LLC | 325 | $225.0K | 0.00% | +325 | New |
| RMB Capital Management, LLC | 324 | $224.0K | 0.01% | −32−9.0% | Reduced |
| Kore Private Wealth LLC | 322 | $222.0K | 0.02% | +322 | New |
| Fox Run Management, L.L.C. | 320 | $221.0K | 0.20% | +320 | New |
| Steigerwald, Gordon & Koch Inc. | 313 | $216.0K | 0.04% | +313 | New |
| LGL Partners, LLC | 310 | $214.0K | 0.13% | +310 | New |
| GPS Wealth Strategies Group, LLC | 307 | $212.0K | 0.05% | −10−3.2% | Reduced |
| Cribstone Capital Management, LLC | 306 | $211.0K | 0.13% | 00.0% | Unchanged |
| First American Trust, FSB | 306 | $211.0K | 0.03% | +306 | New |
| Burns Matteson Capital Management, LLC | 303 | $209.3K | 0.17% | +303 | New |
| Nicolet Bankshares Inc | 301 | $208.0K | 0.05% | +301 | New |
| Atlas Brown,Inc. | 301 | $208.0K | 0.09% | +301 | New |
| Resource Management, LLC | 300 | $207.0K | 0.02% | +300 | New |
| Chicago Partners Investment Group LLC | 269 | $203.0K | 0.02% | +269 | New |
| Clark Capital Management Group, Inc. | 292 | $202.0K | 0.00% | +292 | New |
| Sterling Manor Financial, LLC | 293 | $202.0K | 0.16% | +293 | New |
| Venture Visionary Partners LLC | 292 | $201.0K | 0.02% | +292 | New |
| Baron Silver Stevens Financial Advisors, LLC | 292 | $201.0K | 0.05% | +292 | New |
| Rappaport Reiches Capital Management, LLC | 290 | $200.3K | 0.21% | +290 | New |
| Arete Wealth Advisors, LLC | 657 | $200.0K | 0.03% | −86−11.6% | Reduced |
| JJJ Advisors Inc. | 290 | $200.0K | 0.07% | +36+14.2% | Added |
| Jacobi Capital Management LLC | 281 | $194.0K | 0.03% | +39+16.1% | Added |
| Enterprise Financial Services Corp | 279 | $193.0K | 0.03% | +9+3.3% | Added |
| Brown Brothers Harriman & Co | 276 | $191.0K | 0.00% | +19+7.4% | Added |
| Lazard Asset Management LLC | 265 | $182.0K | 0.00% | +127+92.0% | Added |
| Heritage Wealth Management, LLC | 262 | $181.0K | 0.07% | −80−23.4% | Reduced |
| Ellevest, Inc. | 262 | $181.0K | 0.02% | −54−17.1% | Reduced |
| Hoover Financial Advisors, Inc. | 260 | $180.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 261 | $180.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 256 | $176.9K | 0.07% | +6+2.4% | Added |
| Savior LLC | 244 | $169.0K | 0.14% | 00.0% | Unchanged |