| Lake Street Financial LLC | 626 | $342.2K | 0.07% | −29−4.4% | Reduced |
| Orion Portfolio Solutions, LLC | 625 | $341.2K | 0.01% | +75+13.6% | Added |
| Hancock Whitney Corp | 625 | $341.0K | 0.01% | +10+1.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 624 | $341.0K | 0.05% | +624 | New |
| CVA Family Office, LLC | 622 | $339.9K | 0.08% | +473+317.4% | Added |
| Campbell & CO Investment Adviser LLC | 611 | $333.9K | 0.08% | +611 | New |
| TFB Advisors LLC | 611 | $333.9K | 0.28% | +611 | New |
| DGS Capital Management, LLC | 606 | $331.1K | 0.22% | +606 | New |
| Fulton Breakefield Broenniman LLC | 605 | $330.6K | 0.03% | −7−1.1% | Reduced |
| Lattice Capital Management, LLC | 605 | $330.6K | 0.49% | 00.0% | Unchanged |
| Dillon & Associates Inc | 604 | $330.0K | 0.07% | +75+14.2% | Added |
| Cooper Financial Group | 603 | $329.5K | 0.10% | +603 | New |
| Harbour Capital Advisors, LLC | 596 | $327.5K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 598 | $326.7K | 0.03% | +88+17.3% | Added |
| Optas, LLC | 598 | $326.7K | 0.13% | −155−20.6% | Reduced |
| GM Advisory Group, Inc. | 595 | $325.1K | 0.03% | −1,016−63.1% | Reduced |
| STF Management LP | 591 | $322.9K | 0.46% | +591 | New |
| Mutual Advisors, LLC | 590 | $322.6K | 0.01% | −29−4.7% | Reduced |
| Ameritas Advisory Services, LLC | 578 | $315.9K | 0.01% | +578 | New |
| Caldwell Trust Co | 575 | $314.2K | 0.04% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 575 | $314.2K | 0.20% | +575 | New |
| Raub Brock Capital Management LP | 573 | $313.1K | 0.06% | +573 | New |
| Freedom Day Solutions, LLC | 573 | $312.9K | 0.16% | +573 | New |
| Clearwater Capital Advisors, LLC | 572 | $312.5K | 0.04% | 00.0% | Unchanged |
| FORA Capital, LLC | 572 | $312.5K | 0.05% | +572 | New |
| Regions Financial Corp | 571 | $312.0K | 0.00% | +52+10.0% | Added |
| Aspen Grove Capital, LLC | 570 | $311.4K | 0.14% | +570 | New |
| Icon Wealth Advisors, LLC | 566 | $309.3K | 0.04% | −238−29.6% | Reduced |
| Main Street Research LLC | 566 | $309.3K | 0.08% | −36−6.0% | Reduced |
| Blueprint Investment Partners LLC | 566 | $309.3K | 0.07% | +566 | New |
| Virtue Capital Management, LLC | 557 | $304.3K | 0.05% | +557 | New |
| Clear Creek Financial Management, LLC | 556 | $303.8K | 0.07% | −104−15.8% | Reduced |
| Venture Visionary Partners LLC | 551 | $301.1K | 0.02% | −71−11.4% | Reduced |
| MBB Public Markets I LLC | 546 | $298.4K | 0.01% | +546 | New |
| Aaron Wealth Advisors | 537 | $293.4K | 0.04% | +537 | New |
| BMS Financial Advisors, LLC | 534 | $291.8K | 0.19% | −68−11.3% | Reduced |
| Prudent Man Advisors, LLC | 533 | $291.0K | 0.12% | +533 | New |
| Geller Advisors LLC | 532 | $290.7K | 0.05% | +33+6.6% | Added |
| Great Diamond Partners, LLC | 531 | $290.1K | 0.09% | +6+1.1% | Added |
| Brookstone Capital Management | 486 | $289.7K | 0.01% | +486 | New |
| Cedrus LLC | 526 | $287.4K | 0.23% | +21+4.2% | Added |
| First Citizens Bank & Trust Co | 527 | $287.0K | 0.01% | −178−25.2% | Reduced |
| Strategic Blueprint, LLC | 525 | $286.9K | 0.03% | −17−3.1% | Reduced |
| McLean Asset Management Corp | 522 | $284.9K | 0.10% | −21−3.9% | Reduced |
| Bellecapital International Ltd. | 520 | $284.1K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 520 | $284.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 518 | $283.0K | 0.00% | +13+2.6% | Added |
| Argonautica Private Wealth Management, Inc | 513 | $280.3K | 0.14% | +513 | New |
| Park National Corp | 511 | $279.2K | 0.01% | −177−25.7% | Reduced |
| First Foundation Advisors | 511 | $279.2K | 0.01% | +20+4.1% | Added |
| Wealthcare Advisory Partners LLC | 510 | $278.7K | 0.01% | +510 | New |
| Cary Street Partner Investment Advisory LLC | 508 | $277.7K | 0.02% | −16−3.1% | Reduced |
| SFMG, LLC | 508 | $277.6K | 0.03% | +508 | New |
| Flagship Harbor Advisors, LLC | 507 | $277.2K | 0.03% | +507 | New |
| Constitution Capital LLC | 500 | $273.2K | 0.17% | −100−16.7% | Reduced |
| EMC Capital Management | 500 | $273.0K | 0.25% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 499 | $272.6K | 0.01% | +14+2.9% | Added |
| J.W. Cole Advisors, Inc. | 496 | $271.1K | 0.02% | −58−10.5% | Reduced |
| ASB Consultores, LLC | 494 | $269.9K | 0.11% | +7+1.4% | Added |
| Opal Wealth Advisors, LLC | 477 | $260.6K | 0.14% | −24−4.8% | Reduced |
| LJI Wealth Management, LLC | 473 | $258.6K | 0.09% | +473 | New |
| Knights of Columbus Asset Advisors LLC | 472 | $257.9K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 472 | $257.9K | 0.27% | +472 | New |
| Abundance Wealth Counselors | 468 | $256.0K | 0.07% | +468 | New |
| Brighton Jones LLC | 467 | $255.4K | 0.02% | +467 | New |
| TD Ameritrade Investment Management, LLC | 464 | $254.0K | 0.00% | −151−24.6% | Reduced |
| World Equity Group, Inc. | 464 | $253.5K | 0.06% | −53−10.3% | Reduced |
| CMT Capital Markets Trading GmbH | 463 | $253.0K | 0.14% | −119−20.4% | Reduced |
| FineMark National Bank & Trust | 463 | $253.0K | 0.01% | +463 | New |
| Moneta Group Investment Advisors LLC | 380 | $251.3K | 0.01% | +380 | New |
| Wilkinson Global Asset Management LLC | 460 | $251.3K | 0.02% | +460 | New |
| Edmond de Rothschild Holding S.A. | 458 | $251.2K | 0.01% | +450+5,625.0% | Added |
| Prospera Financial Services Inc | 458 | $250.4K | 0.01% | −40−8.0% | Reduced |
| Connecticut Wealth Management, LLC | 457 | $249.7K | 0.02% | +457 | New |
| Dynamic Advisor Solutions LLC | 456 | $249.0K | 0.02% | +456 | New |
| Harrington Investments, INC | 455 | $248.6K | 0.18% | +455 | New |
| Bristlecone Advisors, LLC | 452 | $247.0K | 0.03% | +452 | New |
| Jacobi Capital Management LLC | 451 | $246.4K | 0.03% | −273−37.7% | Reduced |
| Perigon Wealth Management, LLC | 447 | $244.3K | 0.02% | −70−13.5% | Reduced |
| Transcend Wealth Collective, LLC | 446 | $243.7K | 0.03% | +446 | New |
| Strategic Wealth Partners, Ltd. | 445 | $243.1K | 0.05% | +445 | New |
| Procyon Private Wealth Partners, LLC | 445 | $243.1K | 0.04% | +445 | New |
| ICICI Prudential Asset Management Co Ltd | 443 | $242.1K | 0.04% | +127+40.2% | Added |
| Integrated Advisors Network LLC | 440 | $240.4K | 0.02% | −301−40.6% | Reduced |
| Inspire Advisors, LLC | 440 | $240.2K | 0.06% | +440 | New |
| Executive Wealth Management, LLC | 437 | $239.3K | 0.03% | +437 | New |
| Nicolet Bankshares Inc | 426 | $232.8K | 0.08% | +426 | New |
| Shufro Rose & Co LLC | 425 | $232.2K | 0.02% | +425 | New |
| SevenOneSeven Capital Management | 424 | $231.7K | 0.50% | +424 | New |
| Monticello Wealth Management, LLC | 423 | $231.1K | 0.03% | +423 | New |
| Hemenway Trust Co LLC | 417 | $227.8K | 0.03% | +417 | New |
| Foster Victor Wealth Advisors, LLC | 382 | $227.6K | 0.03% | +382 | New |
| Stonegate Investment Group, LLC | 416 | $227.3K | 0.01% | +416 | New |
| Farmers & Merchants Trust Co of Long Beach | 416 | $227.3K | 0.06% | +416 | New |
| Jmac Enterprises LLC | 415 | $226.8K | 0.06% | −194−31.9% | Reduced |
| Alliance Wealth Advisors, LLC | 414 | $226.2K | 0.10% | +414 | New |
| Drive Wealth Management, LLC | 412 | $225.2K | 0.11% | +412 | New |
| Tectonic Advisors LLC | 409 | $223.5K | 0.03% | +409 | New |
| Matrix Private Capital Group LLC | 409 | $223.5K | 0.15% | +409 | New |
| FirstPurpose Wealth LLC | 404 | $220.7K | 0.12% | +404 | New |
