| Credit Agricole S A | 362 | $270.0K | 0.01% | −150−29.3% | Reduced |
| Principal Financial Group Inc | 361 | $269.0K | 0.00% | −39−9.8% | Reduced |
| Canal Capital Management, LLC | 359 | $267.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 356 | $265.0K | 0.10% | +1+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 353 | $263.0K | 0.01% | −18−4.9% | Reduced |
| White Lighthouse Investment Management Inc. | 350 | $261.0K | 0.07% | 00.0% | Unchanged |
| LCM Capital Management Inc | 348 | $259.0K | 0.22% | +1+0.3% | Added |
| JJJ Advisors Inc. | 348 | $259.0K | 0.09% | +58+20.0% | Added |
| Kesler, Norman & Wride, LLC | 345 | $257.0K | 0.06% | −34−9.0% | Reduced |
| Gamble Jones Investment Counsel | 345 | $257.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 345 | $257.0K | 0.02% | +345 | New |
| Homrich & Berg | 342 | $255.0K | 0.01% | −18−5.0% | Reduced |
| Apella Capital, LLC | 342 | $255.0K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 340 | $253.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 338 | $252.0K | 0.02% | +338 | New |
| Fundamentun, LLC | 338 | $252.0K | 0.04% | +338 | New |
| Avestar Capital, LLC | 334 | $249.0K | 0.05% | +334 | New |
| Orion Portfolio Solutions, LLC | 332 | $247.0K | 0.01% | +332 | New |
| Texas Capital Bank Wealth Management Services Inc | 327 | $244.0K | 0.02% | −6−1.8% | Reduced |
| RMB Capital Management, LLC | 327 | $244.0K | 0.01% | +3+0.9% | Added |
| Brown Brothers Harriman & Co | 328 | $244.0K | 0.00% | +52+18.8% | Added |
| Polaris Wealth Advisory Group, LLC | 325 | $243.0K | 0.01% | −9,593−96.7% | Reduced |
| SRS Capital Advisors, Inc. | 325 | $242.0K | 0.03% | −5−1.5% | Reduced |
| MJP Associates Inc | 323 | $241.0K | 0.08% | −10−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 323 | $241.0K | 0.01% | +323 | New |
| Clark Capital Management Group, Inc. | 322 | $240.0K | 0.00% | +30+10.3% | Added |
| Forte Capital LLC | 319 | $238.0K | 0.03% | −98−23.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 315 | $235.0K | 0.01% | +315 | New |
| Calton & Associates, Inc. | 314 | $234.0K | 0.05% | −29−8.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 313 | $233.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 300 | $232.0K | 0.08% | +135+81.8% | Added |
| Savant Capital, LLC | 309 | $230.0K | 0.01% | +309 | New |
| Cribstone Capital Management, LLC | 306 | $228.0K | 0.14% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 307 | $227.0K | 0.08% | +307 | New |
| Ameritas Investment Company, LLC | 303 | $226.0K | 0.01% | −2,668−89.8% | Reduced |
| Atlas Brown,Inc. | 301 | $224.0K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 269 | $224.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 297 | $221.0K | 0.06% | −4−1.3% | Reduced |
| Andesa Financial Management Inc. | 295 | $220.0K | 0.12% | −58−16.4% | Reduced |
| Berman Capital Advisors, LLC | 296 | $220.0K | 0.03% | +110+59.1% | Added |
| Pinnacle Family Advisors, LLC | 295 | $220.0K | 0.10% | +295 | New |
| Burns Matteson Capital Management, LLC | 295 | $219.8K | 0.17% | −8−2.6% | Reduced |
| Venture Visionary Partners LLC | 294 | $219.0K | 0.02% | +2+0.7% | Added |
| Rappaport Reiches Capital Management, LLC | 290 | $216.1K | 0.21% | 00.0% | Unchanged |
| WMS Partners, LLC | 290 | $216.0K | 0.03% | +290 | New |
| Harbour Investments, Inc. | 282 | $210.0K | 0.01% | +94+50.0% | Added |
| LGL Partners, LLC | 279 | $208.0K | 0.13% | −31−10.0% | Reduced |
| Destination Wealth Management | 279 | $208.0K | 0.01% | +279 | New |
| Independent Solutions Wealth Management, LLC | 276 | $205.7K | 0.05% | +276 | New |
| Wade G W & Inc | 274 | $204.0K | 0.01% | +274 | New |
| Aaron Wealth Advisors | 274 | $204.0K | 0.06% | +274 | New |
| DFPG Investments, LLC | 260 | $202.0K | 0.08% | +260 | New |
| Family Firm, Inc. | 263 | $202.0K | 0.05% | +263 | New |
| GPS Wealth Strategies Group, LLC | 269 | $200.0K | 0.05% | −38−12.4% | Reduced |
| KCS Wealth Advisory | 268 | $200.0K | 0.09% | +268 | New |
| Seven Springs Wealth Group, LLC | 269 | $200.0K | 0.10% | +269 | New |
| Ellevest, Inc. | 261 | $194.0K | 0.02% | −1−0.4% | Reduced |
| Creative Financial Designs Inc | 261 | $194.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 256 | $190.7K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 244 | $182.0K | 0.06% | +73+42.7% | Added |
| Baldwin Brothers Inc | 239 | $178.0K | 0.02% | +200+512.8% | Added |
| HM Payson & Co | 229 | $171.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 217 | $162.0K | 0.03% | +22+11.3% | Added |
| Rosenberg Matthew Hamilton | 215 | $160.0K | 0.06% | +65+43.3% | Added |
| Sargent Bickham Lagudis LLC | 211 | $157.0K | 0.01% | +1+0.5% | Added |
| FinTrust Capital Advisors, LLC | 210 | $156.0K | 0.04% | +54+34.6% | Added |
| Geneos Wealth Management Inc. | 206 | $152.0K | 0.01% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 201 | $150.0K | 0.07% | +201 | New |
| Glassman Wealth Services | 191 | $142.0K | 0.03% | +27+16.5% | Added |
| Clearstead Advisors, LLC | 190 | $142.0K | 0.01% | +103+118.4% | Added |
| Simon Quick Advisors, LLC | 185 | $137.0K | 0.04% | +62+50.4% | Added |
| Anchor Investment Management, LLC | 183 | $136.4K | 0.02% | −11−5.7% | Reduced |
| Reilly Financial Advisors, LLC | 183 | $136.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 182 | $136.0K | 0.09% | +123+208.5% | Added |
| Huntington National Bank | 181 | $135.0K | 0.00% | +83+84.7% | Added |
| MBM Wealth Consultants, LLC | 175 | $131.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 169 | $125.0K | 0.00% | +82+94.3% | Added |
| Dougherty Wealth Advisers LLC | 161 | $120.0K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 161 | $120.0K | 0.02% | +30+22.9% | Added |
| Stephens Investment Management Group LLC | 153 | $114.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $113.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 146 | $109.0K | 0.01% | +32+28.1% | Added |
| Freedman Financial Associates, Inc. | 138 | $103.0K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 132 | $98.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 119 | $89.0K | 0.00% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 118 | $88.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 115 | $86.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 112 | $83.0K | 0.05% | +112 | New |
| Burleson & Company, LLC | 107 | $80.0K | 0.01% | +5+4.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 102 | $76.0K | 0.01% | +43+72.9% | Added |
| JCIC Asset Management Inc. | 100 | $75.0K | 0.02% | +4+4.2% | Added |
| Toth Financial Advisory Corp | 100 | $75.0K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 101 | $75.0K | 0.01% | +101 | New |
| Herold Advisors, Inc. | 100 | $74.0K | 0.03% | +100 | New |
| Trustcore Financial Services, LLC | 95 | $71.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $69.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 91 | $68.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $66.0K | 0.02% | −27−23.3% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $64.0K | 0.00% | +2+2.4% | Added |
| BerganKDV Wealth Management, LLC | 86 | $64.0K | 0.01% | +26+43.3% | Added |
