| Whitaker-Myers Wealth Managers, LTD. | 964 | $385.2K | 0.13% | +964 | New |
| Forum Financial Management, LP | 951 | $380.0K | 0.01% | +2+0.2% | Added |
| Lido Advisors, LLC | 950 | $379.6K | 0.00% | +33+3.6% | Added |
| Tobam | 946 | $378.0K | 0.07% | +583+160.6% | Added |
| Tilia Fiduciary Partners, Inc. | 936 | $374.0K | 0.26% | −34−3.5% | Reduced |
| Wetherby Asset Management Inc | 929 | $371.2K | 0.02% | −18−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 923 | $368.8K | 0.00% | +923 | New |
| Alps Advisors Inc | 920 | $367.6K | 0.00% | +920 | New |
| GeoWealth Management, LLC | 902 | $360.4K | 0.01% | +596+194.8% | Added |
| Marble Harbor Investment Counsel, LLC | 900 | $359.6K | 0.04% | −100−10.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 891 | $356.0K | 0.03% | +891 | New |
| Wealth Alliance | 890 | $355.6K | 0.04% | −91−9.3% | Reduced |
| Ellenbecker Investment Group | 887 | $354.4K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 885 | $353.7K | 0.01% | +2+0.2% | Added |
| Parallel Advisors, LLC | 884 | $353.2K | 0.01% | +98+12.5% | Added |
| Peapack Gladstone Financial Corp | 881 | $352.0K | 0.01% | −52−5.6% | Reduced |
| Congress Wealth Management LLC | 879 | $351.6K | 0.00% | +879 | New |
| Farther Finance Advisors, LLC | 875 | $349.6K | 0.01% | +142+19.4% | Added |
| E Fund Management Co., Ltd. | 874 | $349.3K | 0.02% | +874 | New |
| Brown Advisory Inc | 856 | $342.1K | 0.00% | +856 | New |
| Beacon Pointe Advisors, LLC | 842 | $336.5K | 0.00% | −10−1.2% | Reduced |
| Boothbay Fund Management, LLC | 839 | $335.3K | 0.01% | −2,105−71.5% | Reduced |
| Level Four Advisory Services, LLC | 785 | $332.4K | 0.01% | −123−13.5% | Reduced |
| Davenport & Co LLC | 831 | $332.1K | 0.00% | −38−4.4% | Reduced |
| Profund Advisors LLC | 824 | $329.3K | 0.01% | −361−30.5% | Reduced |
| Contravisory Investment Management, Inc. | 818 | $326.9K | 0.07% | +818 | New |
| First Horizon Advisors, Inc. | 807 | $322.5K | 0.01% | −2−0.2% | Reduced |
| Arkadios Wealth Advisors | 801 | $320.1K | 0.02% | +10+1.3% | Added |
| First National Trust Co | 800 | $319.7K | 0.01% | −3−0.4% | Reduced |
| 9258 Wealth Management, LLC | 797 | $318.5K | 0.05% | −7−0.9% | Reduced |
| Scientech Research LLC | 794 | $317.3K | 0.06% | +794 | New |
| Global Retirement Partners, LLC | 791 | $316.1K | 0.01% | −22−2.7% | Reduced |
| Concurrent Investment Advisors, LLC | 782 | $312.5K | 0.01% | −14−1.8% | Reduced |
| Venturi Wealth Management, LLC | 781 | $312.1K | 0.02% | +100+14.7% | Added |
| Schnieders Capital Management LLC | 780 | $311.7K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 778 | $310.9K | 0.00% | +75+10.7% | Added |
| NorthRock Partners, LLC | 779 | $310.8K | 0.01% | +59+8.2% | Added |
| Siemens Fonds Invest GmbH | 776 | $310.1K | 0.02% | +45+6.2% | Added |
| Fisher Asset Management, LLC | 775 | $310.0K | 0.00% | −18−2.3% | Reduced |
| Montanaro Asset Management Ltd | 775 | $309.7K | 0.06% | −125−13.9% | Reduced |
| Cullinan Associates Inc | 700 | $309.7K | 0.02% | +700 | New |
| Bridges Investment Management Inc | 769 | $307.3K | 0.00% | −96−11.1% | Reduced |
| Brookstone Capital Management | 767 | $306.5K | 0.00% | +20+2.7% | Added |
| Western Wealth Management, LLC | 763 | $304.9K | 0.02% | +10+1.3% | Added |
| Mather Group, LLC. | 759 | $303.3K | 0.00% | +27+3.7% | Added |
| Kingfisher Capital LLC | 756 | $302.1K | 0.07% | +756 | New |
| Linden Thomas Advisory Services, LLC | 755 | $301.7K | 0.04% | +755 | New |
| Castle Rock Wealth Management, LLC | 713 | $301.0K | 0.07% | −56−7.3% | Reduced |
| Claret Asset Management Corp | 754 | $301.0K | 0.05% | +3+0.4% | Added |
| Balentine LLC | 752 | $300.5K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 750 | $299.7K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 747 | $298.5K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 747 | $298.5K | 0.28% | +35+4.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 746 | $298.1K | 0.03% | +746 | New |
| Meridian Wealth Management, LLC | 745 | $297.8K | 0.01% | +10+1.4% | Added |
| Cigna Investments Inc | 738 | $295.0K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 733 | $292.9K | 0.01% | +733 | New |
| Capital Investment Advisors, LLC | 732 | $292.7K | 0.01% | +8+1.1% | Added |
| Burns Matteson Capital Management, LLC | 732 | $292.5K | 0.16% | +2+0.3% | Added |
| Keybank National Association | 732 | $292.5K | 0.00% | +732 | New |
| TD Private Client Wealth LLC | 731 | $292.1K | 0.01% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 790 | $291.4K | 0.13% | 00.0% | Unchanged |
| DRW Securities, LLC | 729 | $291.3K | 0.02% | +729 | New |
| Wedmont Private Capital | 689 | $290.0K | 0.02% | +689 | New |
| Legacy Capital Group California, Inc. | 724 | $289.3K | 0.10% | +39+5.7% | Added |
| First Heartland Consultants, Inc. | 723 | $289.0K | 0.03% | +723 | New |
| Dark Forest Capital Management LP | 722 | $288.5K | 0.04% | −158−18.0% | Reduced |
| AE Wealth Management LLC | 716 | $286.1K | 0.00% | −115−13.8% | Reduced |
| Transcend Wealth Collective, LLC | 701 | $280.1K | 0.02% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 700 | $279.7K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 700 | $279.7K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 700 | $279.7K | 0.12% | +6+0.9% | Added |
| StoneX Group Inc. | 684 | $273.3K | 0.02% | −11−1.6% | Reduced |
| Private Portfolio Partners LLC | 678 | $270.9K | 0.05% | +678 | New |
| Advisor Resource Council | 676 | $270.1K | 0.12% | +676 | New |
| Heritage Wealth Management, Inc. | 674 | $269.3K | 0.24% | +674 | New |
| Northwestern Mutual Wealth Management Co | 668 | $266.9K | 0.00% | −134−16.7% | Reduced |
| Perfromance Wealth Partners, LLC | 665 | $265.7K | 0.01% | +665 | New |
| Mesirow Financial Investment Management, Inc. | 663 | $264.9K | 0.01% | +663 | New |
| Signaturefd, LLC | 655 | $261.7K | 0.00% | +92+16.3% | Added |
| Manchester Capital Management LLC | 653 | $260.9K | 0.03% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 653 | $260.9K | 0.24% | +653 | New |
| Baader Bank INC | 654 | $260.9K | 0.02% | +654 | New |
| TownSquare Capital, LLC | 652 | $260.5K | 0.00% | +652 | New |
| Stratos Wealth Advisors, LLC | 649 | $259.3K | 0.01% | +649 | New |
| Steel Peak Wealth Management LLC | 644 | $257.3K | 0.01% | −854−57.0% | Reduced |
| Smith, Moore & Co. | 644 | $257.3K | 0.02% | +644 | New |
| Zega Financial, LLC | 642 | $256.5K | 0.08% | +642 | New |
| Empirical Asset Management, LLC | 640 | $255.7K | 0.09% | +640 | New |
| Martingale Asset Management L P | 631 | $252.1K | 0.01% | +631 | New |
| Wealthfront Advisers LLC | 630 | $251.7K | 0.00% | +630 | New |
| Objective Capital Management, LLC | 611 | $244.2K | 0.14% | +611 | New |
| WPWealth LLP | 610 | $243.8K | 0.05% | +610 | New |
| Copperwynd Financial, LLC | 608 | $243.0K | 0.07% | +608 | New |
| Csenge Advisory Group | 556 | $241.7K | 0.01% | +556 | New |
| RVW Wealth, LLC | 600 | $239.8K | 0.02% | +600 | New |
| Kaizen Financial Strategies | 600 | $239.8K | 0.14% | +600 | New |
| Zimmermann Investment Management & Planning LLC | 600 | $239.8K | 0.07% | +600 | New |
| Brass Tax Wealth Management, Inc | 600 | $239.8K | 0.05% | +600 | New |
| Insight Folios Inc | 599 | $239.4K | 0.09% | +599 | New |
